Best Financial Services Companies in Virginia, United States
The 454 best Financial Services companies in Virginia, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Park Hotels & Resorts.
Ranked: Best Financial Services companies in Virginia
| # | Company | Disclosed funding | Last round | Employees | Founder | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|
| 1 | Park Hotels & Resorts REIT that invests in resorts and hotels | $950M | 81 mo ago | 91 | — | Microsoft ASP.NETAmazon ALBAmazon Web Services+11 | — |
| 2 | Richmond National Provider of insurance underwriting services | $155M | 14 mo ago | 93 | Joe Kavanagh President and CEO | WordPressApple iCloud MailMicrosoft 365+17 | 3 job openings · 1 internship |
| 3 | Parabilis Provider of working capital loans | $100M | 33 mo ago | 31 | Edward Bersoff Founder & Chairman | — | — |
| 4 | Kinsale Capital Group Provider of insurance underwriting services | $80M | 203 mo ago | 466 | Michael Kehoe CEO | Q4MediaElement.jsMicrosoft ASP.NET+12 | — |
| 5 | MainStreet Bank Community bank providing innovative business and personal banking solutions with local expertise | $78M | 93 mo ago | 168 | Jeff Dick Chairman & CEO | WordPressApple iCloud MailGoogle Workspace+21 | 1 partnership |
| 6 | Respond Online lead generation platform for local businesses | $45M | 293 mo ago | 5 | Murtaza Amil CEO | — | — |
| 7 | Sonabank Commercial bank | $35M | 112 mo ago | 115 | Georgia Derrico Chairman & CEO | — | — |
| 8 | Armada Hoffler Properties Developer and manager of high-quality multifamily, office, and retail properties | $26M | 116 mo ago | 161 | Daniel Hoffler Founder | WordPressMySQLPHP+21 | — |
| 9 | Freedom Bank of Virginia Northern Virginia bank empowering clients with business, personal, and mortgage solutions | $25M | 122 mo ago | 136 | — | — | — |
| 10 | John Marshall Bank Community bank providing business and personal banking, loans, and financial resources | $25M | 48 mo ago | 141 | John Maxwell Chairman & CEO | WordPressVisual ComposerwpBakery+30 | 1 job opening · 1 partnership |
| 11 | Synchrony White-label credit card provider for consumers and businesses | $25M | 82 mo ago | 16,000 | Bart Schaller EVP and Chief Executive Officer - Digital platform | JavaYouTubeAmazon ALB+34 | — |
| 12 | WashingtonFirst Bank Commercial bank | $20M | 137 mo ago | 253 | — | — | — |
| 13 | Hilb Group Provider of personal, commercial & specialty insurance services | $20M | 90 mo ago | 102 | — | WordPressMySQLPHP+30 | — |
| 14 | Chain Bridge Bank Nationwide banking and trust services for businesses, nonprofits, political organizations, and individuals | $19M | 48 mo ago | 68 68 → 90 (+32%) | John Brough Chief Executive Officer | — | — |
| 15 | BookKeeping Express Accounting service for SMBs 40Innovation top 20%Product top 36%Growth bottom 42%Funding bottom 40% All 7 signals ▾Innovationtop 20% Producttop 36% Growthbottom 42% Fundingbottom 40% Techbottom 40% Marketbottom 39% Globalbottom 32% Innovation: 8 product lines Product: 8 distinct product lines · Company stage: Series A rank vs industry peers · Fliar Intelligence Index 40/100 | $13M | 135 mo ago | 29 | — | — | — |
| 16 | Blue Ridge Provider of ESOP and 401(k) plan administration services | $12M | 74 mo ago | 175 | Keith Teeter Managing Director | — | — |
| 17 | AHT Insurance Provider of insurance, risk mitigation, employee benefits, and wealth management solutions | $11M | 95 mo ago | 5 | David Schaefer President & CEO | — | — |
| 18 | Cordia Bancorp Provider of financial and commercial banking services to consumers and businesses | $11M | 185 mo ago | — | O R Barham CEO | — | — |
| 19 | Oak View National Bank Commercial bank | $8M | 14 mo ago | 47 47 → 41 (-13%) | — | Apple iCloud MailSalesforcePHP+16 | 1 job opening |
| 20 | Prosperity Life Insurance Group Life insurance company | $7M | 79 mo ago | 185 185 → 425 (+130%) | Anurag Chandra CEO | WordPressMySQLPHP+11 | — |
| 21 | Ensurise Diversified insurance broker | $5M | 47 mo ago | 9 | Jonathan Nobil Founder | — | 2 job openings · 2 awards |
| 22 | Cary Street Partners Provider of investment, estate planning, and financial advisory services | $5M | 5 mo ago | 111 111 → 196 (+77%) | Michael Ginty Managing Director & Financial Advisor | WordPressMySQLPHP+30 | 2 awards |
| 23 | Citizens Community Bank Retail and business community bank | $4M | 123 mo ago | 58 | — | — | — |
| 24 | Heritage Union Insurance carrier | $3M | 204 mo ago | 11 | Philip Walker Co-Founder | — | — |
| 25 | Select Bank Community bank providing personal and business banking services with local focus | $2M | 77 mo ago | 47 | Michael Thomas CEO | WordPressApple iCloud MailMySQL+26 | — |
| 26 | IEG Stock brokerage firm | $2M | 48 mo ago | 9 | Douglas Eger CEO | — | — |
| 27 | Integriant Ventures Insurance Services Medicare insurance brokerage firm | $2M | 67 mo ago | 143 | Will Jerro CEO | — | — |
| 28 | First Bank Commercial bank | $2M | 168 mo ago | 215 | — | DNNApple iCloud MailMicrosoft ASP.NET+30 | — |
| 29 | Taylor Hoffman Provider of investment management services | $1M | 59 mo ago | 11 | — | — | — |
| 30 | Selective Wealth Management Comprehensive wealth management, financial planning, and investment strategies for financial wellbeing | $600K | 90 mo ago | — | Matt Schubert CEO | WixSentryBootstrap+16 | — |
| 31 | Mortgage Harmony Corp Provider of mortgage loans | $550K | 182 mo ago | — | Keith Kelly Founder & CEO | — | — |
| 32 | Union Bank & Trust Commercial bank | $453K | 120 mo ago | 377 | John Asbury CEO & President | — | — |
| 33 | One Degree Capital Fractional CFO services empowering growth-oriented SaaS and GovCon founders | $340K | 147 mo ago | — | Rod Loges Founder & President & CEO | — | — |
| 34 | Braun Agency Insurance brokerage firm | $300K | 60 mo ago | — | Richard Braun Founder & President | — | — |
| 35 | Live Well Financial Financial literacy platform empowering informed decisions through accessible education and resources | $275K | 109 mo ago | 79 | — | WordPressElasticsearchMySQL+37 | — |
| 36 | Sqwire Wealth management firm | $265K | 61 mo ago | 8 | Danijel Velicki Founder & CEO | WordPressMySQLPHP+23 | — |
| 37 | Nctinc Developer of a security gateway for digital national currency ledger systems. | $256K | 39 mo ago | 2 | Timothy Michael Caia Msf Co-Founder and Chief Investor Relations Officer | — | — |
| 38 | CornerStone Partners Diversified investment management firm | $150K | 141 mo ago | 41 | Peter Brooks Founder & Managing Director | — | — |
Top 12 Financial Services companies in Virginia
#1
Series C · Richmond, Virginia · founded 2021 · 93 employees$155Mraised▾
Provider of insurance underwriting services
- Mar 2025Series C$55.1M
- May 2024Series C$55.2M
- Oct 2021Series C$70M
#2
Series A · Richmond, Virginia · founded 2002 · 111 employees$4.8Mraised▾
Provider of investment, estate planning, and financial advisory services
- Dec 2025Series A$1.3M
- Oct 2025Series A$1.2M
- Sep 2025Series A$5.2M
- Jun 2024Seed$931.1K
#3
Public · Warrenton, Virginia · founded 2009 · 47 employees$7.8Mraised▾
Commercial bank
- Mar 2025Post IPO$7.8M
#4
Series C · Mclean, Virginia · founded 2013 · 31 employees$100Mraised▾
Provider of working capital loans
- Aug 2023Conventional Debt$109.1M
- Jan 2022Conventional Debt$25M
- Nov 2018Series C$100M
#5
Public · Tysons, Virginia · founded 2017 · 91 employees$950Mraised▾
REIT that invests in resorts and hotels
- Sep 2019Conventional Debt$950M
#6
Funding Raised · Reston, Virginia · founded 2006 · 141 employees$25Mraised▾
Community bank providing business and personal banking, loans, and financial resources. They offer a comprehensive suite of financial solutions, including business checking, commercial banking, savings accounts, online and mobile banking, treasury management, escrow optimization, and various loan options like SBA loans and business credit cards. For individuals, they provide personal checking and savings accounts, online and mobile banking, personal loans, mortgages, and credit cards. They serve diverse industry segments such as commercial real estate, healthcare, property management, and nonprofits. The bank focuses on building relationships and providing tailored financial services to businesses and individuals, supported by resources like FAQs, a business center, financial education, and fraud prevention tools. They also offer login options for business, personal, RDS, and Escrow Optimizer accounts.
- Jun 2022Conventional Debt$25M
#7
Public · Mclean, Virginia · founded 2007 · 68 employees$19.2Mraised▾
Nationwide banking and trust services for businesses, nonprofits, political organizations, and individuals. They deliver exceptional banking and trust services nationwide, combining financial strength, personalized service, and advanced technology to provide tailored solutions. They offer commercial banking services, including operating accounts, treasury services, and commercial credit facilities. They specialize in banking for political organizations, providing deposit and treasury services to organizations operating in regulated environments. Personal banking services include high-touch banking and home financing. Their trust and wealth services provide trust, custodial, and wealth management services to individuals, families, institutions, and political organizations nationwide. They offer discretionary investment management and investment agency relationships, applying long-term planning perspectives, regulatory awareness, and cost-efficient portfolio construction.
- Jun 2022Series B$10.5M
- Jan 2018Series A$6.6M
- Jan 2012Seed$2.1M
#8
Public · Fairfax, Virginia · founded 2004 · 168 employees$77.7Mraised▾
Community bank providing innovative business and personal banking solutions with local expertise. They offer a range of financial services including commercial lending, business banking, and personal banking. Their services encompass checking, savings, money market accounts, certificates of deposit, and treasury management. They provide merchant services with EMV-compatible terminals and online payment gateways. They focus on building long-lasting relationships with customers, offering personalized attention and local decision-making. They invest in banking technology to provide convenient and secure online and mobile banking experiences. They serve the neighborhoods where customers live and work, with a team that reflects the community's diversity. They offer resources like branch and ATM locations, investor relations, and customer support. They are committed to reducing the burden of doing business and helping customers achieve their financial goals.
- Aug 2018Post IPO$45M
- Nov 2017Post IPO$18.4M
- Jan 2017Post IPO$14.3M
#9
Public · Richmond, Virginia · founded 2009 · 466 employees$80.2Mraised▾
Provider of insurance underwriting services
#10
Public · Salem, Virginia · founded 1993 · 16000 employees$25Mraised▾
White-label credit card provider for consumers and businesses. It offers deposit products through its subsidiary bank, installment loans, and promotional financing to consumers for elective healthcare procedures or services, such as dental, veterinary, cosmetic, vision, and audiology. It specializes in financial services, consumer finance, payments, promotional financing, installment lending, savings products, and online banking.
- Jul 2019Conventional Debt$750M
- Mar 2011Conventional Debt$5M
- Aug 2010Conventional Debt—
- Jan 2010Series C$10M
#11
Public · Richmond, Virginia · founded 2004 · 115 employees$35Mraised▾
Commercial bank
- Feb 2017Conventional Debt$27M
- Apr 2015Post IPO$20M
- Jan 2013Post IPO$45M
- Apr 2005Conventional Debt$35M
#12
Acquired · Richmond, Virginia · founded 2009 · 102 employees$19.8Mraised▾
Provider of personal, commercial & specialty insurance services
- Dec 2018Series A$3.5M
- Oct 2018Series A$2.1M
- Dec 2017Series A$1.3M
- Nov 2017Series A$7.5M
Funding & investor landscape
Notable founders
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
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.