28607 indexable Financial Services companies headquartered in United States, ranked by total equity funding and recent funding momentum. Combined disclosed equity funding of $187.5B across 1843 funded companies, including 18 unicorns.
| # | Company | Funding | Valuation | Stage | Latest round | Employees | Founded | Momentum |
|---|---|---|---|---|---|---|---|---|
| 1 |
Devoted Health
Unicorn Provider of healthcare insurance plans for individuals |
$2.3B | $12.6B as of 2021 |
Series F | Series F Jan 2026 | 1,841 | 2017 | ↑ Active |
| 2 |
GoldenTree
Provider of alternative investment management specializing in credit opportunities globally |
$3.5B | — | Funding Raised | Conventional Debt Nov 2025 | 216 | 2000 | ↑ Active |
| 3 |
Lockton
Provider of risk management, insurance, and reinsurance brokerage services |
$600M | — | Acquired | Conventional Debt May 2026 | 10,128 | 1966 | ↑ Active |
| 4 |
Amwins
Provider of property & casualty insurance services |
$214.5M | — | Acquired | Series D Apr 2026 | 7,200 | 2001 | ↑ Active |
| 5 |
IMA Financial Group
Diversified financial services company |
$199.7M | — | Series C | Unattributed May 2026 | 2,703 | 1974 | ↑ Active |
| 6 |
Octane
Online marketplace for automobile financing |
$102M | — | Series F | Conventional Debt May 2026 | 178 | 2014 | ↑ Active |
| 7 |
Centra Leasing
Provider of equipment financing and leasing solutions for businesses |
$175M | — | Funding Raised | Conventional Debt May 2026 | 1 | 2013 | ↑ Active |
| 8 |
HUB International
Unicorn Provider of investment advisory, insurance distribution, and risk management services |
$5.6B | $23B as of 2023 |
Acquired | PE May 2025 | 17,000 | 1998 | ↑ Active |
| 9 |
M Financial Group
Network of independent firms offering life insurance and financial services |
$310M | — | Series E | Series E Mar 2026 | 272 | 1978 | ↑ Active |
| 10 |
Nukk
Provider of investment management services |
$280M | — | Public | Post IPO Feb 2026 | 6 | 2013 | ↑ Active |
| 11 |
Peachtree Group
Provider of asset management services |
$173.4M | — | Series D | Series D Mar 2026 | 126 | 2007 | ↑ Active |
| 12 |
Residco
Provider of leasing and financial solutions for aviation and rail assets |
$100M | — | Funding Raised | Conventional Debt May 2026 | 21 | 1982 | ↑ Active |
| 13 |
Edward Jones
Diversified investment management firm |
$110.4M | — | Series F | Series F Apr 2026 | 3 | 1922 | ↑ Active |
| 14 |
Ryan
Provider of tax consulting, software, and technology services |
$317M | — | Late Stage | PE Jan 2026 | 1,552 | 1991 | ↑ Active |
| 15 |
Eckard Enterprises
Wealth management firm |
$72.9M | — | Series B | Series B Apr 2026 | 60 | 2010 | ↑ Active |
| 16 |
Dakota Financial
Provider of funding solutions for businesses with challenged credit profiles |
$77M | — | Funding Raised | Conventional Debt Apr 2026 | 40 | 2002 | ↑ Active |
| 17 |
eCapital
Provider of asset-based, supply chain, and invoice financing solutions |
$469.9M | — | Acquired | Conventional Debt Oct 2025 | 155 | 2006 | ↑ Active |
| 18 |
Gracie Point
Global specialty insurance finance company serving the affluent market |
$125M | — | Series E | Conventional Debt Feb 2026 | 5 | 2010 | ↑ Active |
| 19 |
Hilltop Securities
Provider of clearing, wealth management and securities lending services |
$5B | — | Funding Raised | Conventional Debt Jan 2025 | 1,745 | 2014 | ↑ Active |
| 20 |
Madison Energy Investments
Provider of platform for investors |
$800M | — | Acquired | Conventional Debt Sep 2025 | 32 | 2019 | ↑ Active |
| 21 |
First Guaranty Bank
Commercial bank |
$51.3M | — | Public | Post IPO Mar 2026 | 465 | 1934 | ↑ Active |
| 22 |
Lone Star Capital
Vertically integrated multifamily real estate company that offers investment opportunities and provides a platform for investors |
$69.1M | — | Series B | Series B Mar 2026 | — | 2018 | ↑ Active |
| 23 |
Frontier Bank of Texas
Commercial bank |
$47M | — | Funding Raised | Conventional Debt May 2026 | 58 | 2007 | ↑ Active |
| 24 |
North Mill Equipment Finance
Asset backed loans |
$230M | — | Acquired | Conventional Debt Nov 2025 | 110 | 2012 | ↑ Active |
| 25 |
MerQube
Index provider solutions for financial and insurance industries |
$35M | — | Series C | Series C Apr 2026 | 9 | 2019 | ↑ Active |
| 26 |
BluePath Finance
Owner and operator of sustainable infrastructure funding distributed energy projects |
$47.3M | — | Series D | Series D Mar 2026 | 22 | 2012 | ↑ Active |
| 27 |
Horsepower Financial
Provider of motorcycle loans |
$40M | — | Funding Raised | Conventional Debt Apr 2026 | 13 | 2009 | ↑ Active |
| 28 |
Highstreet Insurance Partners
Provider of independent insurance agency for liability, home, auto, personal, and business sectors |
$550M | — | Funding Raised | Conventional Debt Aug 2025 | 2,000 | 2018 | ↑ Active |
| 29 |
Pacific Life
Insurance company |
$2B | — | Late Stage | Unattributed Mar 2025 | 3,138 | 1868 | ↑ Active |
| 30 |
The Tifin Group
AI-enabled financial planning and advisory solutions for individuals |
$217M | $842M as of 2022 |
Series D | Series D Sep 2025 | 207 | 2018 | ↑ Active |
| 31 |
Steward Partners Global Advisory
Diversified investment and wealth management firm |
$106M | — | Series C | Series C Dec 2025 | 293 | 2013 | ↑ Active |
| 32 |
BankSouth
Commercial bank |
$40M | — | Series C | Series C Mar 2026 | 346 | 1946 | ↑ Active |
| 33 |
Novella
Provider of wholesale insurance brokerage services for commercial and specialty lines |
$21M | — | Series B | Series B May 2026 | — | 2024 | ↑ Active |
| 34 | Bnh Bank | $40M | — | Funding Raised | Conventional Debt Mar 2026 | 262 | — | ↑ Active |
| 35 |
Triad Bank
Commercial bank |
$23.1M | — | Seed | Conventional Debt Apr 2026 | 50 | 2005 | ↑ Active |
| 36 |
Lincoln Financial
Provider of retirement planning and financial services |
$833.4M | — | Acquired | Post IPO Apr 2025 | — | 1905 | ↑ Active |
| 37 |
Poppy Bank
California bank providing personal, business banking, and commercial lending solutions |
$19.1M | — | Series B | Conventional Debt Mar 2026 | 143 | 2004 | ↑ Active |
| 38 |
Auramet Trading
Investment management firm |
$300M | — | Late Stage | Conventional Debt Jun 2025 | 22 | 2004 | ↑ Active |
| 39 |
Overlay Capital
Diversified investment management firm |
$25.5M | — | Series B | Series B Mar 2026 | — | 2016 | ↑ Active |
| 40 |
Indigo
Provider of medical professional liability insurance with rigorous defense and competitive rates |
$50M | — | Series B | Series B Jan 2026 | — | 2023 | ↑ Active |
| 41 |
Nassau Financial Group
Provider of diversified insurance brokerage services |
$1.2B | — | Series F | Series F Jan 2025 | 494 | 1851 | ↑ Active |
| 42 |
ViaWest Group
Commercial real estate investment, development, and property management maximizing real estate value |
$26.4M | — | Series A | Series A Mar 2026 | 40 | 2003 | ↑ Active |
| 43 |
Groundfloor
Fractional real estate investment platform for individuals |
$34.1M | — | Series B | Series B Jan 2026 | 70 | 2013 | ↑ Active |
| 44 |
Onramp Bitcoin
Provider of Bitcoin financial services built on multi-institution custody |
$12.5M | — | Series A | Series A May 2026 | — | 2022 | ↑ Active |
| 45 |
Capra Bank
The company offers comprehensive banking solutions for individuals and businesses |
$20M | — | Series B | Series B Mar 2026 | — | 2022 | ↑ Active |
| 46 |
Signature Bank
Commercial bank |
$21.7M | — | Series B | Conventional Debt Feb 2026 | — | 2005 | ↑ Active |
| 47 |
Northwest Bank
Northwest Bank: Community-focused financial solutions, serving businesses and individuals |
$59.7M | — | Series A | Conventional Debt Dec 2025 | 140 | 2008 | ↑ Active |
| 48 |
CCNB
Community bank providing personal, business, and mortgage services with local expertise |
$43.5M | — | Public | Post IPO Dec 2025 | 79 | 2009 | ↑ Active |
| 49 |
Copper State Credit Union
Credit Union |
$10M | — | Funding Raised | Conventional Debt May 2026 | 137 | 2013 | ↑ Active |
| 50 |
Squarespace
Unicorn Provider of tools for website creation, hosting, and online business |
$578.5M | $10B as of 2021 |
Acquired | Series E Jan 2025 | 1,749 | 2003 | ↑ Active |
Provider of healthcare insurance plans for individuals. It offers medicare plans and insurance benefits for various healthcare services with benefits and savings, including dental and over-the-counter benefits. It also offers plans for doctor visit, dental and vision protection, hospitals treatment coverage, and more. Also offers insurance comparison guide devoted to health.
Provider of alternative investment management specializing in credit opportunities globally. The firm focuses on sectors including high yield bonds, leveraged loans, private credit, distressed debt, and structured credit. Investment strategies also incorporate emerging markets, real estate, private equity, and credit-themed equities. The firm's approach facilitates communication across its investment team.
Provider of risk management, insurance, and reinsurance brokerage services. The company offers detailed reviews and analysis of business operations and risk profiles. It delivers expertise in the insurance market. The company combines knowledge of the market with a global network.
Provider of property & casualty insurance services
IMA Financial Group, Inc. is a diversified financial services company providing business, personal, specialty, wealth management related services
Online marketplace for automobile financing. It offers a platform connecting consumers with lenders and credit institutions for automobile financing. It provides loans with customized terms, amounts, and repayment options for two-wheelers, ATVs, and Mowers.
Provider of equipment financing and leasing solutions for businesses. It offers direct lending capabilities to finance equipment for small- and medium-sized businesses across various industry sectors. The company provides options for customers’ equipment financing needs through its vendor programs, online finance center, and broker program.
Provider of investment advisory, insurance distribution, and risk management services
Network of independent firms offering life insurance and financial services to high-net-worth individuals and businesses. It provides access to exclusive products and services developed through partnerships with leading insurance carriers. These offerings encompass life insurance, executive benefits, and wealth solutions. The network also offers support services, digital platforms, and professional development progra
Provider of investment management services
Peachtree Group is an investment firm specializing in commercial real estate assets and other ventures. With a diverse portfolio and billions under management, they offer services designed to protect and grow investments. They also provide third-party management services for hotels, including staffing and performance management.
Provider of leasing and financial solutions for aviation and rail assets. The company invests in commercial and corporate aircraft, engines, freight cars, and locomotives. Structuring expertise combined with an extensive network of relationships with financial institutions allows new entrants to benefit from experience in joint ventures and structured debt. The company also manages large pools of freight cars, locomo
Rankings are computed by Radar (Fliar BI) from the Radar company master and are updated periodically. Funding and momentum scores use disclosed equity-funding data only. Figures may lag private rounds. Last updated 2026-06-16.
