Radar · Financial Services in United States
Best Financial Services Companies in United States
The 28607 best Financial Services companies in United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: HUB International.
By Riya SenguptaFinancials
28607companies tracked
$187.5Bdisclosed funding
18unicorns
1751have raised
What you're looking at is the definitive ranking of Financial Services companies in the United States, ordered by disclosed equity funding and recent momentum. Twenty-eight thousand six hundred and seven firms tracked. $187.5 billion in total disclosed funding. Eighteen unicorns. GoldenTree sits at the top with $3.5B raised, and Devoted Health follows at $2.3B — figures that put most sectors to shame. The market itself is forecast to reach $88.7B by 2030 at a 9.9% CAGR, with API integration and AI governance accelerating the structural shift. Regulatory compliance is baked into every growth story here — it's not optional overhead, it's the operating condition.
So what does momentum look like at the product layer? Median app install growth across 2,216 financial services and financial software apps is running at plus 23% year-over-year. I find that number underappreciated. As shown in 2018 research on IS adoption and financial firm performance, digital distribution compounds competitive advantage faster than capital alone. Lockton's $600M raise and Amwins at $215M tell you mid-market specialty finance is drawing serious institutional attention. You can see Stone Point Capital and Patriot Financial Partners showing up repeatedly as lead investors. The earnings-report coverage cycle is tightening, and the firms moving fastest are the ones treating compliance infrastructure as a growth asset, not a drag.
Ranked: Best Financial Services companies in United States
| # | Company | Disclosed funding | Last round | Stage | Employees | Tech stack | Market signals (1y) | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | HUB International 🦄 Provider of investment advisory, insurance distribution, and risk management services 90Tech top 20%Funding top 23%Market top 24%Innovation top 25% All 10 signals ▾Techtop 20% Fundingtop 23% Markettop 24% Innovationtop 25% Moattop 31% Producttop 37% Growthtop 42% Customerstop 42% Newstop 50% Globalbottom 39% Tech: 84 technologies across 6/8 capability areas · Cloud: Amazon Cloudfront, Amazon S3 Funding: Raised $5.6B across 3 rounds · 3 rounds over 14 yrs (0.2/yr) rank vs industry peers · Fliar Intelligence Index 90/100 | $5.6B | 13 mo ago | Acquired | 17,000 | SitecoreBootstrapVimeo+34 | 11 signals ▼76% Leadership | — | — |
| 2 | Hilltop Securities Provider of clearing, wealth management and securities lending services | $5.0B | 16 mo ago | Funding Raised | 1,745 | CloudflareImpervaHSTS+2 | 4 signals Announcements | — | 1 partnership |
| 3 | GoldenTree Provider of alternative investment management specializing in credit opportunities globally | $3.5B | 7 mo ago | Funding Raised | 216 216 → 374 (+73%) · sector median +26% | WebflowHighchartsreCAPTCHA+11 | 4 signals ▼43% Leadership · Lawsuit | — | — |
| 4 | Devoted Health 🦄 Provider of healthcare insurance plans for individuals 87Funding top 10%Tech top 20%Moat top 20%Market top 25% All 11 signals ▾Fundingtop 10% Techtop 20% Moattop 20% Markettop 25% Producttop 27% Talenttop 28% Growthtop 32% Innovationtop 33% Customersbottom 45% Globalbottom 39% Newsbottom 18% Funding: Raised $2.3B across 9 rounds · 9 rounds over 9 yrs (1.0/yr) Tech: 37 technologies across 7/8 capability areas · Cloud: Amazon Cloudfront, Amazon S3 rank vs industry peers · Fliar Intelligence Index 87/100 | $2.3B | 4 mo ago | Series F | 1,841 1,841 → 2,197 (+19%) · sector median +26% | PrismicApple iCloud MailYouTube+22 | — | — | — |
| 5 | Pacific Life Insurance company | $2.0B | 15 mo ago | Late Stage | 3,138 3,138 → 4,845 (+54%) · sector median +26% | Adobe Experience ManagerApple iCloud MailMicrosoft 365+23 | 5 signals ▲67% Leadership | — | 1 award |
| 6 | Nassau Financial Group Provider of diversified insurance brokerage services 69Funding top 22%Tech top 27%Product top 32%Talent top 38% All 8 signals ▾Fundingtop 22% Techtop 27% Producttop 32% Talenttop 38% Growthtop 45% Marketbottom 47% Globalbottom 36% Newsbottom 23% Funding: Raised $1.2B across 4 rounds · 4 rounds over 14 yrs (0.3/yr) Tech: 63 technologies across 4/8 capability areas · Cloud: Amazon Cloudfront, Amazon S3 rank vs industry peers · Fliar Intelligence Index 69/100 | $1.2B | 17 mo ago | Series F | 494 | Apple iCloud MailMicrosoft 365Node.js+36 | — | — | 3 job openings |
| 7 | Lincoln Financial Provider of retirement planning and financial services | $833M | 14 mo ago | Acquired | — | TypeScriptVideoJSZone.js+15 | 4 signals ▼60% Earnings · New product | — | — |
| 8 | Madison Energy Investments Provider of platform for investors 45Funding top 17%Tech top 46%Global bottom 38%Market bottom 33% All 5 signals ▾Fundingtop 17% Techtop 46% Globalbottom 38% Marketbottom 33% Newsbottom 22% Funding: Raised $800M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) Tech: 21 technologies across 5/8 capability areas · Cloud: Cloudflare rank vs industry peers · Fliar Intelligence Index 45/100 | $800M | 9 mo ago | Acquired | 32 | WebflowSalesforceLeaflet+18 | — | — | — |
| 9 | Lockton Provider of risk management, insurance, and reinsurance brokerage services 72Market top 16%Funding top 17%Product top 36%Talent top 38% All 9 signals ▾Markettop 16% Fundingtop 17% Producttop 36% Talenttop 38% Innovationtop 49% Techtop 49% Patentstop 49% Globalbottom 36% Customersbottom 26% Market: 10,128 employees (top 3% of Insurance Distribution) Funding: Raised $600M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) rank vs industry peers · Fliar Intelligence Index 72/100 | $600M | 1 mo ago | Acquired | 10,128 | — | — | 4 patents Insurance analytics software for real-time visualization and coverage recommendation | 1 expansion |
| 10 | Squarespace 🦄 Provider of tools for website creation, hosting, and online business | $578M | 17 mo ago | Acquired | 1,749 1,749 → 2,206 (+26%) · sector median +26% | Cart FunctionalitySquarespace CommerceSquarespace+44 | — | — | — |
| 11 | Highstreet Insurance Partners Provider of independent insurance agency for liability, home, auto, personal, and business sectors 55Funding top 20%Tech top 40%Market top 48%Talent bottom 49% All 5 signals ▾Fundingtop 20% Techtop 40% Markettop 48% Talentbottom 49% Globalbottom 36% Funding: Raised $550M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) Tech: 28 technologies across 5/8 capability areas · Cloud: Amazon Web Services, Cloudflare rank vs industry peers · Fliar Intelligence Index 55/100 | $550M | 10 mo ago | Funding Raised | 2,000 | DrupalApple iCloud MailPHP+25 | — | — | — |
| 12 | eCapital Provider of asset-based, supply chain, and invoice financing solutions 74Funding top 20%Tech top 31%Talent top 31%Growth top 35% All 12 signals ▾Fundingtop 20% Techtop 31% Talenttop 31% Growthtop 35% Fin. healthtop 35% Partnerstop 37% Markettop 43% Newstop 44% Producttop 47% Customerstop 50% Moatbottom 43% Globalbottom 37% Funding: Raised $470M across 8 rounds · 8 rounds over 2 yrs (4.0/yr) Tech: 46 technologies across 5/8 capability areas · Cloud: Amazon Alb, Amazon Web Services rank vs industry peers · Fliar Intelligence Index 74/100 | $470M | 8 mo ago | Acquired | 155 | WordPressApple iCloud MailMicrosoft 365+26 | 5 signals Leadership · Announcements | — | — |
| 13 | Ryan Provider of tax consulting, software, and technology services 64Funding top 16%Tech top 31%News top 33%Growth top 39% All 9 signals ▾Fundingtop 16% Techtop 31% Newstop 33% Growthtop 39% Producttop 41% Markettop 45% Innovationtop 45% Talentbottom 49% Globalbottom 37% Funding: Raised $317M across 4 rounds · 4 rounds over 13 yrs (0.3/yr) Tech: 52 technologies across 5/8 capability areas · Cloud: Cloudflare rank vs industry peers · Fliar Intelligence Index 64/100 | $317M | 5 mo ago | Late Stage | 1,552 | WordPress Block EditorWordPressApple iCloud Mail+33 | 10 signals ▲43% M&A · Funding · Earnings | — | — |
| 14 | M Financial Group Network of independent firms offering life insurance and financial services 37Funding top 23%Growth top 39%Product top 43%Moat bottom 49% All 10 signals ▾Fundingtop 23% Growthtop 39% Producttop 43% Moatbottom 49% Patentsbottom 47% Techbottom 45% Globalbottom 40% Innovationbottom 37% Marketbottom 35% Newsbottom 27% Funding: Raised $310M · Last round Series E (Mar 2026) Growth: Headcount 247 → 272 (+10%) across vintages · Fresh capital in last 24 mo rank vs industry peers · Fliar Intelligence Index 37/100 | $310M | 3 mo ago | Series E | 272 272 → 260 (-4%) · sector median +26% | WebflowApple iCloud MailSalesforce+15 | — | 16 patents Electronic banking transaction processing (ATMs) and integrated life insurance product management. | — |
| 15 | Auramet Trading Investment management firm | $300M | 11 mo ago | Late Stage | 22 | WebflowTypekitjQuery+4 | — | — | — |
| 16 | Nukk Provider of investment management services | $280M | 3 mo ago | Public | 6 | WordPressMySQLPHP+23 | — | — | 2 launchs · 1 expansion |
| 17 | North Mill Equipment Finance Asset backed loans | $230M | 6 mo ago | Acquired | 110 110 → 141 (+28%) · sector median +26% | WordPressMySQLPHP+26 | 4 signals Leadership · Acquisition · Earnings | — | 1 internship |
| 18 | The Tifin Group AI-enabled financial planning and advisory solutions for individuals | $217M | 9 mo ago | Series D | 207 | WordPressApple iCloud MailGoogle Workspace+34 | — | 2 patents Privacy-preserving machine learning data anonymization solutions | 1 partnership |
| 19 | Amwins Provider of property & casualty insurance services 67Funding top 21%Market top 36%Tech top 37%Product top 40% All 10 signals ▾Fundingtop 21% Markettop 36% Techtop 37% Producttop 40% Growthtop 42% Talentbottom 49% Innovationbottom 45% Newsbottom 39% Moatbottom 38% Globalbottom 37% Funding: Raised $215M across 21 rounds · 21 rounds over 19 yrs (1.1/yr) Market: 7,200 employees (top 6% of Insurance Distribution) · Top-1,000,000 web property rank vs industry peers · Fliar Intelligence Index 67/100 | $215M | 1 mo ago | Acquired | 7,200 | WebflowApple iCloud MailMicrosoft 365+24 | — | — | — |
| 20 | IMA Financial Group Diversified financial services company 80Innovation top 20%Funding top 21%Product top 25%Growth top 29% All 10 signals ▾Innovationtop 20% Fundingtop 21% Producttop 25% Growthtop 29% Talenttop 29% Newstop 33% Markettop 43% Partnerstop 45% Techtop 46% Globalbottom 41% Innovation: 12 product lines Funding: Raised $200M across 6 rounds · 6 rounds over 6 yrs (1.0/yr) rank vs industry peers · Fliar Intelligence Index 80/100 | $200M | 1 mo ago | Series C | 2,703 | WordPress Block EditorWordPressMySQL+23 | 8 signals Leadership | — | — |
| 21 | Centra Leasing Provider of equipment financing and leasing solutions for businesses 45Innovation top 20%Funding top 25%Product top 37%Growth top 43% All 8 signals ▾Innovationtop 20% Fundingtop 25% Producttop 37% Growthtop 43% Techbottom 48% Globalbottom 32% Newsbottom 22% Marketbottom 17% Innovation: 12 product lines Funding: Raised $175M across 1 rounds · 1 rounds over 5 yrs (0.2/yr) rank vs industry peers · Fliar Intelligence Index 45/100 | $175M | 1 mo ago | Funding Raised | 1 | WordPressMySQLPHP+25 | — | — | — |
| 22 | Peachtree Group Provider of asset management services | $173M | 3 mo ago | Series D | 126 | WebflowAmazon Web ServicesSleeknote+22 | 7 signals ▲600% Leadership · Capital raise · Earnings | — | — |
| 23 | Gracie Point Global specialty insurance finance company serving the affluent market | $125M | 3 mo ago | Series E | 5 | — | — | — | — |
| 24 | Edward Jones Diversified investment management firm | $110M | 1 mo ago | Series F | 3 | WordPressBugHerdApple iCloud Mail+54 | 20 signals Announcements · New product · Earnings | — | 1 partnership |
| 25 | Steward Partners Global Advisory Diversified investment and wealth management firm | $106M | 5 mo ago | Series C | 293 | Apple iCloud MailYouTubeBootstrap+12 | — | — | 1 job opening · 2 awards |
| 26 | Octane Online marketplace for automobile financing | $102M | 0 mo ago | Series F | 178 | Headless UIstyled-componentsReact+17 | 14 signals Funding · Acquisition · Capital raise | 4 patents Patents concentrated in computing, sensing & instrumentation | — |
| 27 | Residco Provider of leasing and financial solutions for aviation and rail assets 50Innovation top 20%Funding top 24%Product top 32%Talent top 38% All 7 signals ▾Innovationtop 20% Fundingtop 24% Producttop 32% Talenttop 38% Techbottom 49% Globalbottom 33% Marketbottom 14% Innovation: 4 product lines Funding: Raised $100M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) rank vs industry peers · Fliar Intelligence Index 50/100 | $100M | 0 mo ago | Funding Raised | 21 | WordPressMySQLPHP+22 | — | — | 1 expansion |
| 28 | Dakota Financial Provider of funding solutions for businesses with challenged credit profiles 45Growth top 28%Funding top 33%Tech bottom 49%Market bottom 33% All 5 signals ▾Growthtop 28% Fundingtop 33% Techbottom 49% Marketbottom 33% Globalbottom 29% Growth: Web rank 10,000,000 → 5,000,000 YoY · Fresh capital in last 24 mo Funding: Raised $77.0M across 3 rounds · 3 rounds over 5 yrs (0.6/yr) rank vs industry peers · Fliar Intelligence Index 45/100 | $77M | 1 mo ago | Funding Raised | 40 | WordPressMySQLPHP+22 | — | — | — |
| 29 | Eckard Enterprises Wealth management firm | $73M | 1 mo ago | Series B | 60 | WordPress Block EditorWordPressApple iCloud Mail+32 | — | — | — |
| 30 | Lone Star Capital Vertically integrated multifamily real estate company that offers investment opportunities and provides a… | $69M | 3 mo ago | Series B | — | Webflow EcommerceCart FunctionalityWebflow+17 | — | — | — |
| 31 | Northwest Bank Northwest Bank: Community-focused financial solutions, serving businesses and individuals | $60M | 6 mo ago | Series A | 140 | Apple iCloud MailMicrosoft 365Scala+13 | — | — | — |
| 32 | First Guaranty Bank Commercial bank | $51M | 2 mo ago | Public | 465 465 → 323 (-31%) · sector median +26% | Progress SitefinitySalesforceMicrosoft ASP.NET+17 | — | — | 1 award |
| 33 | Indigo Provider of medical professional liability insurance with rigorous defense and competitive rates 62Patents top 20%Innovation top 23%Funding top 30%Growth top 35% All 9 signals ▾Patentstop 20% Innovationtop 23% Fundingtop 30% Growthtop 35% Talenttop 38% Moattop 44% Techbottom 48% Globalbottom 37% Marketbottom 27% Patents: 355 patents matched (strict assignee match) · 152 filings since 2022 vs 185 in 2017-21 Innovation: 355 patents (top 7% of patent-holders) · 152 filings since 2022 vs 185 in 2017-21 rank vs industry peers · Fliar Intelligence Index 62/100 | $50M | 4 mo ago | Series B | — | WebflowApple iCloud MailGoogle Workspace+18 | — | 355 patents Patents concentrated in health & consumer products | — |
| 34 | BluePath Finance Owner and operator of sustainable infrastructure funding distributed energy projects | $47M | 3 mo ago | Series D | 22 | — | — | — | — |
| 35 | Frontier Bank of Texas Commercial bank | $47M | 1 mo ago | Funding Raised | 58 | WordPressMySQLPHP+25 | — | — | — |
| 36 | CCNB Community bank providing personal, business, and mortgage services with local expertise | $43M | 5 mo ago | Public | 79 | WordPressMySQLRedis+25 | — | — | 1 internship · 1 expansion |
| 37 | Horsepower Financial Provider of motorcycle loans | $40M | 2 mo ago | Funding Raised | 13 | PHPDebugBarUbuntuBootstrap+23 | — | — | — |
| 38 | Bnh Bank | $40M | 2 mo ago | Funding Raised | 262 | WordPress Block EditorWordPressMySQL+23 | — | — | — |
| 39 | BankSouth Commercial bank | $40M | 2 mo ago | Series C | 346 346 → 174 (-50%) · sector median +26% | WordPressMySQLPHP+29 | — | — | 1 award |
| 40 | MerQube Index provider solutions for financial and insurance industries 48Funding top 23%Talent top 33%Growth top 35%News top 37% All 10 signals ▾Fundingtop 23% Talenttop 33% Growthtop 35% Newstop 37% Moattop 41% Techtop 48% Patentstop 49% Innovationbottom 48% Globalbottom 39% Marketbottom 29% Funding: Raised $35.0M across 4 rounds · 4 rounds over 7 yrs (0.6/yr) Talent: 3 named leaders on record · 2 C-suite/founder profiles curated rank vs industry peers · Fliar Intelligence Index 48/100 | $35M | 2 mo ago | Series C | 9 | SentryZendeskFirebase+16 | 3 signals Funding | 4 patents Blockchain-based data indexing and tracking solutions for secure, verifiable information management. | — |
| 41 | Groundfloor Fractional real estate investment platform for individuals 60Funding top 29%Customers top 32%Tech top 33%Talent top 38% All 11 signals ▾Fundingtop 29% Customerstop 32% Techtop 33% Talenttop 38% Fin. healthtop 45% Markettop 48% Growthtop 48% Producttop 49% Newsbottom 45% Moatbottom 40% Globalbottom 37% Funding: Raised $34.1M across 11 rounds · 11 rounds over 12 yrs (0.9/yr) Customers: App rating 4.1★ (251 reviews) rank vs industry peers · Fliar Intelligence Index 60/100 | $34M | 5 mo ago | Series B | 70 | WordPressMySQLPHP+34 | — | — | 1 partnership |
| 42 | ViaWest Group Commercial real estate investment, development, and property management maximizing real estate value | $26M | 3 mo ago | Series A | 40 40 → 56 (+40%) · sector median +26% | — | — | — | 1 partnership · 2 expansions · 2 awards |
| 43 | Overlay Capital Diversified investment management firm | $26M | 3 mo ago | Series B | — | — | — | — | — |
| 44 | Triad Bank Commercial bank | $23M | 2 mo ago | Seed | 50 | WordPressMySQLPHP+20 | — | — | 1 job opening · 1 expansion · 1 award |
| 45 | Signature Bank Commercial bank | $22M | 3 mo ago | Series B | — | Cart FunctionalityWordPressMySQL+33 | — | — | — |
| 46 | Novella Provider of wholesale insurance brokerage services for commercial and specialty lines 55Funding top 34%Talent bottom 49%Global bottom 33% All 3 signals ▾Fundingtop 34% Talentbottom 49% Globalbottom 33% Funding: Raised $21.0M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) Talent: 1 named leader on record · 1 C-suite/founder profile curated rank vs industry peers · Fliar Intelligence Index 55/100 | $21M | 1 mo ago | Series B | — | — | — | — | 1 expansion |
| 47 | Capra Bank The company offers comprehensive banking solutions for individuals and businesses | $20M | 2 mo ago | Series B | — | WordPress Block EditorWordPressMySQL+29 | — | — | — |
| 48 | Poppy Bank California bank providing personal, business banking, and commercial lending solutions | $19M | 2 mo ago | Series B | 143 143 → 253 (+77%) · sector median +26% | WordPress Block EditorWordPressApple iCloud Mail+39 | — | — | 3 expansions · 1 award |
| 49 | Onramp Bitcoin Provider of Bitcoin financial services built on multi-institution custody | $12M | 1 mo ago | Series A | — | SanityNode.jsRadix UI+24 | — | — | — |
| 50 | Copper State Credit Union Credit Union | $10M | 1 mo ago | Funding Raised | 137 137 → 88 (-36%) · sector median +26% | HubSpot CMS HubBugHerdanime.js+30 | — | — | — |
Top 12 Financial Services companies in United States
#1
Series F · Eagan, Minnesota · founded 2017 · 1841 employees$2.3Braised▾
Series F · Eagan, Minnesota · founded 2017 · 1841 employees
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.
Fliar Intelligence Index™ 87how this company ranks against its industry peers
Funding
top 10%Tech
top 20%Moat
top 20%Market
top 25%Product
top 27%Talent
top 28%Funding: Raised $2.3B across 9 rounds · 9 rounds over 9 yrs (1.0/yr) · Last round Series F (Jan 2026)
Tech: 37 technologies across 7/8 capability areas · Cloud: Amazon Cloudfront, Amazon S3 · Devops: Nginx
Moat: Editorial + unicorn rating 10/10 · Decacorn · 9 curated direct competitors tracked
Audience (LinkedIn): 64k LinkedIn followers — 3.1% of this cohort's audience
Hiring (LinkedIn): 3 hiring posts in 12 mo (public) · hiring: Preventative Primary Care APP, NPs/PAs
Activity (LinkedIn): 3 awards announced in 12 mo
Funding rounds
- Jan 2026Series F$317M
- Nov 2025Series F$48M
- Aug 2024Series E$112M
- Dec 2023Series E$175M
Founders & team
Investors
Andreessen Horowitz, Uprising Capital, F-Prime Capital, Venrock, Obvious Ventures, Cox Enterprises
Tech stack
Amazon CloudfrontAmazon S3Amazon Web ServicesAnt DesignApolloApple Icloud Mail
#2
Funding Raised · New York City, New York · founded 2000 · 216 employees$3.5Braised▾
Funding Raised · New York City, New York · founded 2000 · 216 employees
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.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 22k LinkedIn followers
Funding rounds
- Nov 2025Conventional Debt$464.9M
- Apr 2021Conventional Debt$481.6M
- May 2020Conventional Debt$503M
- Dec 2019Conventional Debt$554M
Founders & team
Investors
Wells Fargo, Bank of America, Morgan Stanley, Barclays, Citi
Tech stack
Apache Http ServerCdnjsCloudflareDocusignGoogle Font ApiGoogle Hosted Libraries
#3
Acquired · Kansas City, Missouri · founded 1966 · 10128 employees$600Mraised▾
Acquired · Kansas City, Missouri · founded 1966 · 10128 employees
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.
Fliar Intelligence Index™ 72how this company ranks against its industry peers
Market
top 16%Funding
top 17%Product
top 36%Talent
top 38%Innovation
top 49%Tech
top 49%Market: 10,128 employees (top 3% of Insurance Distribution)
Funding: Raised $600M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) · Last round Conventional Debt (May 2026)
Product: 2 published apps (250k installs) · Company stage: Acquired
Audience (LinkedIn): 590k LinkedIn followers — 28.6% of this cohort's audience
Activity (LinkedIn): 1 expansions announced in 12 mo
Funding rounds
- May 2026Conventional Debt$600M
Founders & team
Tech stack
Node.JsMuiReactNext.JsStyled-ComponentsEmotion
#4
Acquired · Charlotte, North Carolina · founded 2001 · 7200 employees$214.5Mraised▾
Acquired · Charlotte, North Carolina · founded 2001 · 7200 employees
Provider of property & casualty insurance services
Fliar Intelligence Index™ 67how this company ranks against its industry peers
Funding
top 21%Market
top 36%Tech
top 37%Product
top 40%Growth
top 42%Talent
bottom 49%Funding: Raised $215M across 21 rounds · 21 rounds over 19 yrs (1.1/yr) · Last round Series D (Apr 2026)
Market: 7,200 employees (top 6% of Insurance Distribution) · Top-1,000,000 web property
Tech: 56 technologies across 4/8 capability areas · Cloud: Azure, Cloudflare · Observability: Microsoft Clarity
Audience (LinkedIn): 102k LinkedIn followers — 5.0% of this cohort's audience
Funding rounds
- Apr 2026Series D$32.6M
- Oct 2025Series D$35.3M
- Apr 2025Series D$33.6M
- Oct 2024Series D$32.5M
Founders & team
Investors
Ares Capital Corporation, PSP Investments, Dragoneer Investment Group, Parthenon Capital, Newlight Partners, LNC Partners
Tech stack
Animate.CssAosApache Http ServerApple Icloud MailAzureAzure Edge Network
#5
Series C · Wichita, Kansas · founded 1974 · 2703 employees$199.7Mraised▾
Series C · Wichita, Kansas · founded 1974 · 2703 employees
IMA Financial Group, Inc. is a diversified financial services company providing business, personal, specialty, wealth management related services
Fliar Intelligence Index™ 80how this company ranks against its industry peers
Innovation
top 20%Funding
top 21%Product
top 25%Growth
top 29%Talent
top 29%News
top 33%Innovation: 12 product lines
Funding: Raised $200M across 6 rounds · 6 rounds over 6 yrs (1.0/yr) · Last round Unattributed (May 2026)
Product: 12 distinct product lines · Company stage: Series C
Audience (LinkedIn): 47k LinkedIn followers — 2.3% of this cohort's audience
Funding rounds
- May 2026Unattributed$4.1M
- Dec 2023Unattributed$11.3M
- Oct 2023Unattributed$15.3M
- Aug 2023Unattributed$100K
Founders & team
Investors
New Mountain Capital, SkyKnight Capital, The Stephens Group
Tech stack
Animate.CssBootstrapCdnjsCloudflareCloudflare Bot ManagementContact Form 7
#6
Series F · New York City, New York · founded 2014 · 178 employees$102Mraised▾
Series F · New York City, New York · founded 2014 · 178 employees
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.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 14k LinkedIn followers · 54 engagements/post (2.1× cohort median)
Funding rounds
- May 2026Conventional Debt$350M
- Nov 2025Series F$57.2M
- Aug 2025Series E$24.5M
- Aug 2024Series E$50M
Founders & team
Investors
Progressive Investment Company, Valar Ventures, Upper90, Contour Venture Partners, Citi Ventures, Gaingels
Tech stack
Amazon Web ServicesDatadogDocusignDropboxGoogle AnalyticsGoogle Tag Manager
#7
Funding Raised · Plano, Texas · founded 2013 · 1 employees$175Mraised▾
Funding Raised · Plano, Texas · founded 2013 · 1 employees
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.
Fliar Intelligence Index™ 45how this company ranks against its industry peers
Innovation
top 20%Funding
top 25%Product
top 37%Growth
top 43%Tech
bottom 48%Global
bottom 32%Innovation: 12 product lines
Funding: Raised $175M across 1 rounds · 1 rounds over 5 yrs (0.2/yr) · Last round Conventional Debt (May 2026)
Product: 12 distinct product lines · 1 published app (750 installs) · Company stage: Conventional Debt
Audience (LinkedIn): 2k LinkedIn followers
Funding rounds
- May 2026Conventional Debt$175M
- Mar 2021Conventional Debt—
Investors
Capital One
Tech stack
AosBootstrapCdnjsCloudflareCloudflare Bot ManagementCore-Js
#8
Acquired · Chicago, Illinois · founded 1998 · 17000 employees$5.6Braised▾
Acquired · Chicago, Illinois · founded 1998 · 17000 employees
Provider of investment advisory, insurance distribution, and risk management services
Fliar Intelligence Index™ 90how this company ranks against its industry peers
Tech
top 20%Funding
top 23%Market
top 24%Innovation
top 25%Moat
top 31%Product
top 37%Tech: 84 technologies across 6/8 capability areas · Cloud: Amazon Cloudfront, Amazon S3 · Devops: Nginx
Funding: Raised $5.6B across 3 rounds · 3 rounds over 14 yrs (0.2/yr) · Last round PE (May 2025)
Market: 17,000 employees (top 1% of Insurance Distribution) · Top-1,000,000 web property · Unicorn (valued $23.0B)
Audience (LinkedIn): 291k LinkedIn followers — 14.1% of this cohort's audience
Funding rounds
- May 2025PE$1.6B
- May 2023PE—
- Nov 2018PE—
- May 2018Conventional Debt$3.8B
Investors
Leonard Green and Partners, Altas, RBC Capital Markets, Morgan Stanley, Merrill Lynch, T. Rowe Price
Tech stack
Adobe AnalyticsAdobe Audience ManagerAdobe Experience Platform Identity ServiceAdobe Experience Platform LaunchAmazon CloudfrontAmazon S3
#9
Series E · Portland, Oregon · founded 1978 · 272 employees$310Mraised▾
Series E · Portland, Oregon · founded 1978 · 272 employees
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 programs for its member firms and clients. Investment management services are provided, rooted in academic research and vetted by experts. The firm facilitates collaboration among member firms and partners to create tailored solutions.
Fliar Intelligence Index™ 37how this company ranks against its industry peers
Funding
top 23%Growth
top 39%Product
top 43%Moat
bottom 49%Patents
bottom 47%Tech
bottom 45%Funding: Raised $310M · Last round Series E (Mar 2026) · Backed by 1 investors; strongest: Kepler Cheuvreux Invest
Growth: Headcount 247 → 272 (+10%) across vintages · Fresh capital in last 24 mo
Product: 0 product launch events in 12 mo · 1 published app (98 installs) · Company stage: Series E
Audience (LinkedIn): 9k LinkedIn followers
Investors
Kepler Cheuvreux Invest
Tech stack
WebflowJquery-PjaxCloudflareJqueryGoogle Tag ManagerGoogle Hosted Libraries
#10
Public · Jersey City, New Jersey · founded 2013 · 6 employees$280Mraised▾
Public · Jersey City, New Jersey · founded 2013 · 6 employees
Provider of investment management services
LinkedIn Pulse recent public activity · Jul 2026
Audience: 1k LinkedIn followers
Activity: 2 product launches · 1 expansions announced in 12 mo
Funding rounds
- Feb 2026Post IPO$20M
- Sep 2025Post IPO$250M
- Dec 2024Post IPO$10M
- Feb 2024Post IPO—
Investors
Goldman Sachs
Tech stack
CloudflareCloudflare Browser InsightsCookieyesCore-JsElementorFacebook Pixel
#11
Series D · Atlanta, Georgia · founded 2007 · 126 employees$173.4Mraised▾
Series D · Atlanta, Georgia · founded 2007 · 126 employees
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.
Funding rounds
- Mar 2026Series D$3.2M
- Aug 2025Series D$28M
- Jan 2025Series D—
- Dec 2024Series D$16M
Founders & team
Tech stack
CloudflareCloudflare Bot ManagementFacebook PixelGoogle AnalyticsGoogle Tag ManagerHsts
#12
Funding Raised · Chicago, Illinois · founded 1982 · 21 employees$100Mraised▾
Funding Raised · Chicago, Illinois · founded 1982 · 21 employees
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, locomotives, and aircraft for other lessors and joint venture partners. Additionally, residual support and derivative structures are provided for the benefit of other investors.
Fliar Intelligence Index™ 50how this company ranks against its industry peers
Innovation
top 20%Funding
top 24%Product
top 32%Talent
top 38%Tech
bottom 49%Global
bottom 33%Innovation: 4 product lines
Funding: Raised $100M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) · Last round Conventional Debt (May 2026)
Product: 4 distinct product lines · Company stage: Conventional Debt
Audience (LinkedIn): 1k LinkedIn followers
Activity (LinkedIn): 1 awards · 1 expansions announced in 12 mo
Funding rounds
- Jan 2026Conventional Debt$100M
Founders & team
Investors
Huntington National Bank, Fifth Third Bank
Tech stack
WordpressMysqlPhpYoast Seo PremiumNginxCloudflare
Funding & investor landscape
$187.5Btotal disclosed funding
1,843companies funded
3,051disclosed rounds
31rounds last 90 days
Most active investors
Notable founders
Todd Park
Co-Founder · Devoted Health
Ed Park
Co-Founder & Co-CEO · Devoted Health
Charlie Fuller
Partner · GoldenTree
Kathy Sutherland
CEO & Partner · GoldenTree
Jack Lockton
Founder · Lockton
Ron Lockton
Chairman and CEO · Lockton
Scott Purviance
CEO · Amwins
James Krantz
Founder · IMA Financial Group
Robert Cohen
Chairman and CEO · IMA Financial Group
André Gregori
Co-Founder & Head of Dealer Products · Octane
Jason Guss
CEO · Octane
Greg Friedman
CEO · Peachtree Group
Prism market signals · United States · country-scoped Prism corpus, 18,693,399 docs
Market landscape — 10 sub-themes by coverage
Share of Financial Services coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
Common questions
How many Financial Services companies are there in United States?
Radar tracks 28607 indexable Financial Services companies headquartered in United States that meet our profile-completeness bar.
What is the total funding raised by Financial Services companies in United States?
The Financial Services companies in United States on this list have raised a combined $187.5B in disclosed equity funding across 1843 funded companies.
Which is the highest-funded Financial Services company in United States?
HUB International is the highest-funded Financial Services company in United States, with $5.6B in disclosed equity funding.
How many Financial Services companies in United States are funded?
1843 of the 28607 Financial Services companies in United States on this list have disclosed at least one equity funding round.
How many Financial Services unicorns are there in United States?
18 Financial Services companies in United States on this list are valued at $1B or more.
Who are the top investors in United States Financial Services companies?
The most active investors in United States Financial Services companies on this list include Treasury, Patriot Financial Partners, Castle Creek Capital, Hud Exchange, Stone Point Capital.
Riya SenguptaFinancials
Riya reads income statements for fun. She covers the real money in a sector — revenue, growth, who actually earns — and never met a vague claim she didn't want a number for.