Company lists
The Virginia edition · 2026

Financial servicescompanies in Virginia

Accounting, Banks, Asset management, Insurance, Lending and more: the companies building financial services in Virginia, with their founders, funding, team size and business models.

583 company profiles17 with recorded fundingNovember 2026 edition
Virginia · Photo: Wikimedia Commons (CC BY-SA 4.0)

Recent financial services business events in Virginia

Funding, M&A, contract wins and launches involving 732 financial services companies in Virginia, last 24 months: 65 M&A deals · 5 Contracts · 3 funding rounds · 1 Launch. Newest first; companies and investors link to their Fliar profiles. Latest event in our news feed: May 2026.

M&AAcquisition · Completed

Isthmus partners acquires Kinsale capital group

Isthmus Partners LLC acquired a new stake in Kinsale Capital Group, Inc. (NYSE:KNSL – Free Report) in the 4th quarter, Holdings Channel.com reports. The institutional investor acquired…

Financial services
M&AAcquisition · Completed

Heartwood wealth advisors acquires Mccormick

Heartwood Wealth Advisors LLC bought a new stake in McCormick & Company, Incorporated during the 3rd quarter valued at $28,000.

M&AMerger · Announced

Ensurise acquires Wsmt insurance

independent insurance advisory firm Ensurise, LLC has announced its merger with WSMT Insurance, a well-established agency based in Bel Air, Maryland

Insurance agency
M&AAcquisition

Optima health acquires PAM Healthcare

Optima Health, a UK provider of corporate health and wellbeing, has acquired PAM Healthcare, a preventative healthcare firm for £100 million.

Preventative healthcare
M&AAcquisition · Announced

Cary street partners acquires Pursuit wealth management

Cary Street Partners continues its strategic growth by announcing the absorption of Pursuit Wealth Management and establishing its third office in Florida.

M&AAcquisition · Announced

Rfg advisory acquires Rva wealth management

RFG Advisory, the Birmingham, Ala.-based hybrid RIA platform with more than $7.5 billion in client assets, has made its first majority acquisition with platform RIA RVA Wealth…

Financial Services, Investment Management
M&AAcquisition

Titan wealth management acquires Aspira Corporate Solutions

Derek Miles, formerly of Titan Wealty, was the founder of Aspira Corporate Solutions, a national advisory business with about £4bn of assets under advice prior to its sale to Titan…

M&AAcquisition · Announced

Townebank acquires Village bank

Suffolk-based TowneBank also grew, buying Village Bank, Old Point National Bank and Dogwood State Bank, firming up its presence in Central Virginia and Hampton Roads, as well as…

Banking
M&AAcquisition · Announced

Hilb group acquires Na

Hilb Group announced today that it has acquired a South Carolina-based property and casualty insurance and employee benefits agency with full-service risk solution capabilities.

Property and Casualty Insurance
M&AAcquisition · Announced

Abnb federal credit union acquires First Bank of Virginia

ABNB Federal Credit Union has reached an agreement to acquire two North Carolina branch locations from First Bank of Virginia, expanding the Chesapeake-based lender's presence in the…

Banking
M&AAcquisition · Announced

Optima health acquires PAM Healthcare Limited

This transformational acquisition underscores our intent in delivering our stated strategic objectives and cements Optima’s position in its attractive and growing market.

Occupational health and wellness services
M&AMerger · Announced

Evermay wealth management acquires Novotny, larash, venters & wolf

Evermay Wealth Management, a fee-only fiduciary registered investment advisor based in Arlington, Virginia, has merged with Novotny, Larash, Venters & Wolf (NLVW), a tax preparation and…

Tax and Business Advisory
M&AAcquisition · Completed

Hilb group acquires Pennsylvania-based property and casualty agency

Hilb Group announced today that it has acquired a Pennsylvania-based property and casualty agency. The acquisition took effect on January 1, 2026, expanding the company's growing product…

Property and casualty insurance agency
M&AAcquisition · Announced

Capital One Financial acquires Brex

Capital One Financial agreed to acquire Brex, a financial technology company specializing in corporate expenditure management and accounting, for $5.150 million, 50% cash and 50% equity.

Financial technology
ContractInfrastructure

Gladstone Commercial Corporation · client: Owens-Brockway Glass Container Inc.

Gladstone Commercial Corporation (Nasdaq:GOOD) ('Gladstone Commercial') announced that it has executed lease extensions with Owens-Brockway Glass Container Inc. ('O-I Glass') at its…

Industrial real estate
M&AAcquisition · Announced

J.C Flowers & Co acquires Elephant Insurance

it has sold Elephant Insurance to J.C Flowers & Co

Insurance
M&AAcquisition · Announced

Burke & herbert bank acquires Linkbank

Burke & Herbert Bank has announced the acquisition of LINKBANK.

Banking
Contract

Care first · client: Optima health

In June, Optima completed its acquisition of Care first, an employee assistance provider bought from the Priory Group for a net £15,000.

M&AAcquisition · Announced

Afore Insurance Services LLC acquires Salzberg insurance agency

Afore Insurance Services LLC acquired Salzberg Insurance Agency in Norfolk, Virginia, a firm with an 87-year history of serving the Hampton Roads business community.

Insurance
M&AAcquisition · Completed

Afore Insurance Services acquires Salzberg insurance agency

Afore Insurance Services has finalised the acquisition of Salzberg Insurance Agency

Commercial and Personal Insurance
M&AAcquisition · Announced

Na acquires Edelman financial engines

Semafor reported Edelman’s asking price was $8 billion.

Contract

Cheiron · client: Na

We set out with our JV partner in Egypt, Cheiron to negotiate a new consolidated production sharing contract for the 50-50 jointly held contracts.

ContractInfrastructure

Gladstone Commercial Corporation · client: JBT Marel Corporation

Gladstone Commercial Corporation (Nasdaq:GOOD) ("Gladstone Commercial") announced that it has executed a 10-year, 1-month lease extension with JBT Marel Corporation ("JBT Marel") at its…

Real estate
M&AAcquisition · Completed

JAB Insurance acquires Prosperity Life Group

JAB Insurance today announced that it has completed its acquisition of Prosperity Life Group (“Prosperity”) from Elliott Investment Management.

Financial services companies in Virginia, by funding and team

Few financial services companies in Virginia publish revenue, so this list compares what is on record instead: recorded equity funding, team size, revenue model, age and stage. The 50 companies below lead on recorded funding and team size among 583 active companies.

Showing 25 of 50

Proprietary investment and trading firm

Asset management
US$1.03bnPE · Aug 2019
24LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
21 yr2005
—No postings tracked

Provider of insurance underwriting services

Insurance underwriters
US$180.34mSeries C · Mar 2025
240+9% vs previous recordLinkedIn · Jul 2026
Commission on transaction / Fee-for-service
5 yr2021
0none in 3 months · last posted Jun 2026

Community bank offering business, personal, and wealth management solutions

Banks
US$119.20mSeries C · Jun 2023
103LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
19 yr2007
0none in 3 months

Provider of working capital loans

Services for government
US$100.00mSeries C · Nov 2018
41+158% vs previous recordLinkedIn · Jul 2026
Commission on transaction / Fee-for-service
13 yr2013
0none in 3 months

White-label credit card provider for consumers and businesses

Consumer and sme loans
US$25.00mSeries C · Jan 2010
17+44% vs previous recordLinkedIn · Oct 2026
Commission on transaction / Fee-for-service
33 yr1993
0none in 3 months

Nationwide banking and trust services for businesses, nonprofits, political organizations, and individuals

Banks
US$19.19mSeries B · Jun 2022
86+2% 12 mo to Dec 2022LinkedIn · Oct 2026
Commission on transaction / Fee-for-service
19 yr2007
0none in 3 months · last posted Jul 2025

Provider of ESOP and 401(k) plan administration services

Services for investment industry
US$12.50mPE · Mar 2020
502+72% vs previous recordLinkedIn · Oct 2026
Fee-for-service
38 yr1988
0none in 3 months

Provider of investment, estate planning, and financial advisory services

Investment banks
US$12.46mSeries A · Dec 2025
196+7% 12 mo to Dec 2022LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
24 yr2002
0none in 3 months · last posted Oct 2025

Trading signals for stock investments

Services for investment industry
US$5.00mSeries A · Mar 2021
10LinkedIn · Jul 2026
Subscription
9 yr2017
—No postings tracked

Diversified insurance broker

Insurance distribution
US$4.91mSeed · Jul 2022
20LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
20 yr2006
0none in 3 months · last posted Jun 2026

Community bank providing personal and business banking services with local focus

Banks
US$2.31mSeed · Jan 2020
50+9% vs previous recordLinkedIn · Jul 2026
Commission on transaction / Fee-for-service
20 yr2006
—No postings tracked

Medicare insurance brokerage firm

Insurance distribution
US$1.76mSeed · Oct 2020
46+653% vs previous recordLinkedIn · Jul 2026
Commission on transaction / Subscription
6 yr2020
—No postings tracked

Provider of ferrous and non-ferrous metal products and related services

Service providers to banks
US$1.52mSeed · Apr 2019
—Not available
Commission on transaction / Lending
10 yr2016
—No postings tracked

Provider of investment management services

Asset management
US$1.34mSeed · Jun 2021
5LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
9 yr2017
0none in 3 months

Comprehensive wealth management, financial planning, and investment strategies for financial wellbeing

Asset management
US$600kSeed · Dec 2018
10LinkedIn · Jul 2026
Fee-for-service
14 yr2012
0none in 3 months

Provider of mortgage loans

Consumer and sme loans
US$550kSeed · Mar 2011
2LinkedIn · Jul 2026
Commission on transaction / Lending
21 yr2005
—No postings tracked

Wealth management firm

Asset management
US$265kSeed · Apr 2021
6LinkedIn · Jul 2026
Subscription
7 yr2019
0none in 3 months

Provider of loans, credit cards, and savings services

Banks
—None recorded
82,737-7% 12 mo to Dec 2023LinkedIn · Oct 2026
Commission on transaction / Lending
38 yr1988
0none in 3 months

Holding firm focused on insurance, reinsurance and investment sectors

Insurance carriers
—None recorded
21,600+3% 12 mo to Dec 2023recorded Dec 2023
Commission on transaction / Fee-for-service
16 yr2010
0none in 3 months

Credit Union

Banks
—None recorded
26,250+8% 12 mo to Dec 2021LinkedIn · Oct 2026
Commission on transaction / Fee-for-service
93 yr1933
0none in 3 months · last posted Feb 2026

Federal home mortgage loan corporation

Consumer and sme loans
—None recorded
11,195-36% vs previous recordLinkedIn · Oct 2026
Commission on transaction / Lending
17 yr2009
0none in 3 months · last posted Jun 2026

Commercial bank

Banks
—None recorded
3,807-0% 12 mo to Dec 2022recorded Dec 2022
Commission on transaction / Fee-for-service
124 yr1902
0none in 3 months · last posted Jun 2026

Debt collection services

Service providers to banks
—None recorded
1,011-4% 12 mo to Dec 2023LinkedIn · Oct 2026
Commission on transaction / E-commerce - service
30 yr1996
0none in 3 months

PRA Group offers the following broad range of debt buying solutions and business and government services.

Consumer and sme loans
—None recorded
3,145+34% vs previous recordrecorded
Commission on transaction / Lending
30 yr1996
—No postings tracked

Mutual health insurance company

Insurance carriers
—None recorded
2,596-5% 12 mo to Dec 2021recorded Dec 2021
Commission on transaction / E-commerce - service
92 yr1934
0none in 3 months · last posted Jun 2026
50 of 583 companies shown here · the full list is on Radar
Fliar Radar

Explore all 583 financial services companies in Virginia on Radar

This page shows the top 50. Radar has the complete, filterable list with contacts and live company signals.

Open financial services in Virginia on Radar
  • Every company, not just 50All 583 financial services companies in Virginia, filterable by stage, funding, team size, revenue model and age.
  • Founders and decision-makersLeadership teams with roles and verified LinkedIn profiles, ready for outreach.
  • Live signalsFunding rounds, hiring, launches and M&A as they happen, with alerts on the companies you follow.
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Explore financial services companies in Virginia by what you are looking for

Browse top financial services companies in Virginia across accounting, banking, investing, lending and insurance. Compare financial services startups in Virginia and companies hiring now.

9 ways to explore financial services in Virginia

Accounting and finance servicesBanks and banking servicesAsset management companiesInsurance companies and brokersLending and loan companiesBank service providers

Accounting and finance services

Firms providing accounting, tax and financial advisory services.

  1. Yhbcpa

    Yount Hyde & Barbour is a certified public accounting and consulting firm.

    Finance & accounting services
    See in list
  2. Frontierinc

    Frontier is a consultancy that offers accounting, financial management, IT advisory, and auditing services.

    Finance & accounting services
    Website
  3. Keiter

    Provider of assurance, tax and advisory services

    Finance & accounting services
    Website
  4. Tsacpa

    Tronconi Segarra & Associates LLP is an accounting firm based in Western New York.

    Finance & accounting services
    Website
  5. Advantage One Tax Consulting

    Provider of tax preparation, planning, and business advisory services

    Finance & accounting services
    Website
154 companies in Virginia

Banks and banking services

Commercial banks and community banking providers.

  1. Old Dominion National Bank

    Community bank offering business, personal, and wealth management solutions

    Banks
    See in list
  2. Chain Bridge Bank

    Nationwide banking and trust services for businesses, nonprofits, political organizations, and individuals

    Banks
    See in list
  3. Cary Street Partners

    Provider of investment, estate planning, and financial advisory services

    Investment banks
    See in list
  4. Outside Financial

    Provider of ferrous and non-ferrous metal products and related services

    Service providers to banks
    See in list
  5. Capital One

    Provider of loans, credit cards, and savings services

    Banks
    See in list

Asset management companies

Investment and wealth management companies for investors and clients.

  1. Dean Capital Investments

    Proprietary investment and trading firm

    Asset management
    See in list
  2. Blue Ridge

    Provider of ESOP and 401(k) plan administration services

    Services for investment industry
    See in list
  3. Cary Street Partners

    Provider of investment, estate planning, and financial advisory services

    Investment banks
    See in list
  4. Periwinkle Trading

    Trading signals for stock investments

    Services for investment industry
    See in list
  5. Taylor Hoffman

    Provider of investment management services

    Asset management
    See in list

Insurance companies and brokers

Insurance carriers and brokerages serving personal and business needs.

  1. Ensurise

    Diversified insurance broker

    Insurance distribution
    See in list
  2. Integriant Ventures Insurance Services

    Medicare insurance brokerage firm

    Insurance distribution
    See in list
  3. Markel Ventures

    Holding firm focused on insurance, reinsurance and investment sectors

    Insurance carriers
    See in list
  4. Medical Mutual of Ohio

    Mutual health insurance company

    Insurance carriers
    See in list
  5. Vafb

    Virginia Farm Bureau Insurance is an insurance company specializing in Auto Insurance, Home Insurance, Life Insurance, and Health Insurance.

    Insurance distribution
    See in list

Lending and loan companies

Companies offering consumer, SME and specialist lending.

  1. Parabilis

    Provider of working capital loans

    Services for government
    See in list
  2. Synchrony

    White-label credit card provider for consumers and businesses

    Consumer and sme loans
    See in list
  3. Mortgage Harmony Corp

    Provider of mortgage loans

    Consumer and sme loans
    See in list
  4. Freddie Mac

    Federal home mortgage loan corporation

    Consumer and sme loans
    See in list
  5. pra group

    PRA Group offers the following broad range of debt buying solutions and business and government services.

    Consumer and sme loans
    See in list

Bank service providers

Companies providing technology and specialist services for banks.

  1. Outside Financial

    Provider of ferrous and non-ferrous metal products and related services

    Service providers to banks
    See in list
  2. Portfolio Recovery

    Debt collection services

    Service providers to banks
    See in list
  3. Freedom Bank

    Provider of banking services

    Service providers to banks
    Website
  4. CKS Financial

    Debt collection and purchase services

    Service providers to banks
    Website
  5. bank design & equipment inc

    Bank Design & Equipment, Inc. is a leading provider of financial operations services for financial institutions.

    Service providers to banks
    Website

Financial services startups in Virginia

Recently founded financial services companies in Virginia.

  1. Richmond National

    Provider of insurance underwriting services

    Insurance underwriters
    See in list
  2. Nctinc

    Developer of a security gateway for digital national currency ledger systems. This gateway provides a secure interface between end-users and the ledger system, balancing inclusivity, speed, and safety. The company designed the framework for digital national currencies, encompassing all aspects from user interaction to the ledger system itself. Development of this security gateway enables implementation of the remaining infrastructure for a fully functional ledger system, creating an "open" system suitable for widespread adoption. The company actively researches existing and future needs in the

    Service providers to banks
    Website
  3. Foliomax

    Provider of AI-powered portfolio analysis for wealth management and investment

    Asset management
    Website
  4. Campus Wealth

    Company focusing on financial planning, investment management, and retirement planning strategies

    Asset management
    Website
  5. Digital Universal

    A digital bank simplifying and humanizing banking experiences

    Banks
    Website
43 companies in Virginia

Financial services companies hiring in Virginia

Financial services companies in Virginia with hiring activity.

  1. Richmond National

    Provider of insurance underwriting services

    Insurance underwriters
    See in list
  2. Chain Bridge Bank

    Nationwide banking and trust services for businesses, nonprofits, political organizations, and individuals

    Banks
    See in list
  3. Cary Street Partners

    Provider of investment, estate planning, and financial advisory services

    Investment banks
    See in list
  4. Ensurise

    Diversified insurance broker

    Insurance distribution
    See in list
  5. Navy Federal Credit Union

    Credit Union

    Banks
    See in list
28 companies in Virginia

Public financial services companies

Publicly listed financial services companies in Virginia.

  1. Synchrony

    White-label credit card provider for consumers and businesses

    Consumer and sme loans
    See in list
  2. Chain Bridge Bank

    Nationwide banking and trust services for businesses, nonprofits, political organizations, and individuals

    Banks
    See in list
  3. Capital One

    Provider of loans, credit cards, and savings services

    Banks
    See in list
  4. Markel Ventures

    Holding firm focused on insurance, reinsurance and investment sectors

    Insurance carriers
    See in list
  5. Atlantic Union Bank

    Commercial bank

    Banks
    See in list
37 companies in Virginia
Mobile reach

Top 10 financial services apps from Virginia

The most-installed Android apps published by financial services companies headquartered in Virginia — 65.3M installs between them. 50 companies on this page publish at least one app; each company (legal entity) appears once, with its most-installed app.

1 of 10
1

Capital One Mobile

by Capital One

Installs54.4M
Rating4.541.7M ratings
Installs, year on year+15%
Last updatedJun 2026
View on Google Play ↗
Capital One Mobile screenshot 1Capital One Mobile screenshot 2Capital One Mobile screenshot 3Capital One Mobile screenshot 4Capital One Mobile screenshot 5Capital One Mobile screenshot 6
RadarBrowse every financial services company in Virginia on RadarOpen the full list and use the App Downloads and App Growth filters to keep only companies with a mobile app. This rail shows only the ten most-installed.Browse on Radar
For investors and data teams

Put this intelligence into your own tools

The figures on this page come from Fliar’s company, funding, hiring and news data. Use it through the Investor Intelligence API and company data exports, or explore every company, founder and investor in Radar.

Capital & corporate activity

Financial services funding and M&A across the United States

2,207 recorded equity rounds have gone to 48,810 financial services companies in the United States — how much, at which stage, into which sub-sectors, from whom, and how Virginia compares. Debt, IPO and grant rounds are excluded.

equity rounds, last 12 months50

US$1.25bn

equity rounds, last 24 months186

US$2.66bn

raised over five yearsUS$18.79bn

877 rounds in the United States

M&A deals, Virginia65

last 24 months

Capital by year

Equity funding into financial services in the United States

amount rounds
$2.1bn2018138
$3.6bn2019117
$3.0bn2020144
$5.9bn2021186
$5.9bn2022212
$2.1bn2023160
$2.3bn2024148
$1.9bn2025134
$609m202637

Bars show US$ raised; the number under each year is equity rounds. 2026 is year to date. The peak year was 2022, with US$5.95bn across 212 rounds.

The funding ladder · five years

Rounds and typical cheque by stage

SeedUS$666.08m398 rounds · median US$1.08m
Series AUS$1.65bn197 rounds · median US$5.28m
Series BUS$3.28bn119 rounds · median US$17.21m
Series CUS$3.60bn60 rounds · median US$50.00m
Series D+US$8.93bn62 rounds · median US$75.00m
Private equityUS$664.91m38 rounds · median US$60.00m
Where the money went · five years

Most-funded sub-sectors

Asset managementUS$4.04bn165 rounds · 113 companies
Insurance distributionUS$2.64bn77 rounds · 50 companies
Insurance carriersUS$2.24bn68 rounds · 46 companies
CryptocurrenciesUS$1.32bn4 rounds · 2 companies
BanksUS$1.31bn54 rounds · 43 companies
Services for investment industryUS$1.31bn147 rounds · 106 companies
Consumer and sme loansUS$773.22m47 rounds · 30 companies
Corporate activity · last 24 months

M&A in Virginia

58Acquisition
4Merger
2Takeover

Most active acquirers

  1. Hilb group12
  2. Optima health4
  3. Townebank3
  4. Edelman financial engines3
  5. JAB Insurance3

Most acquired or merged

  1. Na9
  2. Kinsale capital group7
  3. Elephant Insurance4
  4. Prosperity Life Group4
  5. Salzberg insurance agency2

Each deal appears in the events strip at the top of the page.

Go deeper in the financial services landscape reports:

Financial Services Industry Landscape of the United States
Industry landscape report

Financial Services Industry Landscape of the United States

The financials above are one chapter. The full financial services landscape of Virginia maps the whole industry — every segment, the capital behind it, the talent market and where the next opportunities are.

  • Market map of every sub-sector
  • Funding & company formation by year
  • Revenue, profit & financial strength
  • Digital footprint: traffic, apps, releases
  • Hiring, skills & pay
  • Founders & leaders
  • News & sentiment
  • Where demand runs ahead of supply
Read the financial services landscape of Virginia

Financial services funding in Virginia

17 financial services companies in Virginia have recorded equity funding, US$1.51bn in total. Totals and round dates describe the historical record; they are not current valuations.

Founders and momentum in Virginia

Meet the people behind financial services companies in Virginia. 124 of 583 companies list founders or leaders; where a public LinkedIn profile matches exactly, the expanded profile shows the photo, headline, location and education.

Explore Virginia financial services companies by sub-sector

The most common specialisations among financial services companies in Virginia. Open a company to see what it sells, who runs it and how far it has come.

Keep exploring financial services in the United States and nearby markets.

Explore more lists: nearby cities and other sectors in Virginia

156 more company lists you can search, plus the Radar directory pages for each place.

Financial services in nearby cities

Financial services in other US cities

Other sectors in Virginia

Browse the Radar directory

Coming soon