Best Financial Services Companies in Vermont, United States
The 39 best Financial Services companies in Vermont, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Bank of Burlington.
Ranked: Best Financial Services companies in Vermont
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Bank of Burlington Provider of commercial bank | $30M | 52 mo ago | Series C | Geoffrey Hesslink CEO/Chairman | 2021 | — | — |
| 2 | Teucrium Diversified investment management firm and hedge fund focused on long-only strategy | $4M | 186 mo ago | Seed | Sal Gilbertie Founder & CEO | 2009 | HubSpot CMS HubLozad.jsFancyBox+21 | — |
| 3 | Union Mutual Mutual P&C insurance carrier | $185K | 30 mo ago | Early Stage | — | 1874 | WordPressApple iCloud MailMySQL+26 | — |
| 4 | Vermont Housing Finance Agency Provider of financial services | — | 50 mo ago | Funding Raised | — | 1974 | DrupalPHPBootstrap+15 | — |
| 5 | North Star Leasing Company Flexible equipment financing solutions provider, helping businesses grow and thrive | — | 74 mo ago | Acquired | — | 1979 | WordPress Site EditorWordPressMySQL+17 | — |
| 6 | a.m. peisch & company A.M. Peisch & Company is a full-service accounting firm. | — | — | — | — | 1920 | — | — |
| 7 | adam hergenrother companies Adam Hergenrother Companies offers real estate, construction, business consulting, and development services… | — | — | — | — | 2006 | — | — |
| 8 | Champlain Investment Partners Diversified investment management firm | — | — | Funding Raised | Judith Oconnell CEO | 2004 | — | — |
Top 5 Financial Services companies in Vermont
#1
Early Stage · Montpelier, Vermont · founded 1874 · 118 employees$185Kraised▾
Mutual P&C insurance carrier
#2
Series C · South Burlington, Vermont · founded 2021$30Mraised▾
Provider of commercial bank
- Apr 2022Series C$30M
#3
Seed · Burlington, Vermont · founded 2009 · 6 employees$3.8Mraised▾
Diversified investment management firm and hedge fund focused on long-only strategy
- Feb 2011Seed$1.7M
- Feb 2011Seed$2.1M
#4
Funding Raised · Burlington, Vermont · founded 1974 · 44 employees—raised▾
Voted Vermont's #1 Best Place to Work by Vermont Business Magazine!
#5
Acquired · Burlington, Vermont · founded 1979 · 42 employees—raised▾
Flexible equipment financing solutions provider, helping businesses grow and thrive. They offer accessible and adaptable equipment financing, providing personalized service without impersonal credit scoring. They customize terms to meet unique business needs, supporting startups and established businesses alike. With a vast network of vendor partners, they facilitate the acquisition of new, used, or private sale equipment. They focus on building strong relationships with stakeholders, offering attractive financing solutions that foster expansion and growth. Their mission is to provide exceptional service, setting a high industry standard and establishing trusted partnerships. They invest in the people behind the businesses, helping them realize their potential. They provide financing solutions for automotive, plumbing, phone systems, waste oil heaters, security key lock systems, and healthcare-related software.
Funding & investor landscape
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
Rohit lives in the feed. He covers what's moving right now — the funding rounds, launches and shifts breaking across the trade press — and ties them back to where the sector is heading.