Best Financial Services Companies in Washington, DC, United States
The 103 best Financial Services companies in Washington, DC, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: FHLBanks.
Ranked: Best Financial Services companies in Washington, DC
| # | Company | Disclosed funding | Last round | Stage | Employees | Founder | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | 3Wire Provider of investment banking services for aerospace, defense, and government markets | — | — | Unfunded | — | Anita Antenucci Founder & Managing Partner | — | — |
| 2 | Advanced Energy United Association focused on accelerating the transition to clean energy | — | — | Funding Raised | 47 47 → 107 (+128%) · sector median +76% | Heather O'neill President and CEO | HubSpot CMS HubFacebook LoginLinkedin Sign-in+19 | 1 partnership |
| 3 | AFL-CIO HIT Provider of fixed-income fund investing in multifamily mortgage-backed securities | — | — | Unfunded | — | Chang Suh CEO | WordPressMySQLPHP+9 | 1 partnership |
| 4 | AFM Provider of financial planning services | — | — | Unfunded | — | Alexandra Armstrong Founder | — | 1 internship |
| 5 | AFSA Diversified lending NBFI | — | — | Unfunded | 25 25 → 55 (+120%) · sector median +76% | Chris Stinebert President & CEO | WordPressMySQLPHP+20 | — |
| 6 | Akkadian Corporate advisory firm | — | — | Unfunded | — | Grayson Wolfe Co-Founder & Partner | — | — |
| 7 | Aktoh Group Private equity firm focused on startups | — | — | Unfunded | — | James Spitler Founder | — | — |
| 8 | All Up Provider of financial advisory, accounting, tax planning, and legal services | — | — | Unfunded | — | David Friend Founder | — | — |
Top 12 Financial Services companies in Washington, DC
#1
Series C · Washington, DC, District of Columbia · founded 2013 · 293 employees$106Mraised▾
Diversified investment and wealth management firm
- Dec 2025Conventional Debt—
- Dec 2025Series C$475M
- Jun 2021Series B$100M
- Apr 2019Series A—
#2
Funding Raised · Washington, DC, District of Columbia · founded 1984 · 106 employees$654.2Kraised▾
Not-for-profit association provides microfinancing services
- Mar 2025Grant (prize money)$11.8K
- Feb 2013Grant (prize money)$88.1K
- May 2012Grant (prize money)$466.2K
- Aug 2007Grant (prize money)$88.1K
#3
Funding Raised · Washington, DC, District of Columbia · founded 1997$2Braised▾
Network of financial institutions providing liquidity and community investment resources. It supports member-owned cooperatives by supplying lendable funds to financial institutions. These institutions include commercial banks, credit unions, savings banks, insurance companies, and community development financial institutions. The network aims to help lenders invest in housing, jobs, and economic growth. It issues debt securities and informs market participants about debt products.
- Jun 2019Conventional Debt$2B
#4
Public · Washington, DC, District of Columbia · founded 2012 · 54 employees$875Mraised▾
Provider of equity REIT investing in commercial properties
- Jul 2019Conventional Debt$275M
- Jun 2018Conventional Debt$600M
#5
Late Stage · Washington, DC, District of Columbia · founded 1994 · 132 employees$300Mraised▾
Developer of commercial office, retail, and business properties
- Jan 2018PE$300M
#6
Seed · Washington, DC, District of Columbia · founded 2021 · 9 employees$8.8Mraised▾
Provider of business development & strategy and financial services for investment industry
- Jul 2023Seed$7.4M
- Oct 2022Seed$1.4M
#7
Funding Raised · Washington, DC, District of Columbia · founded 1984 · 348 employees$35Mraised▾
Provider of financial services aimed at poverty reduction and resilience. The organization offers inclusive financial services and customer education programs. It focuses on providing opportunities for individuals to improve their livelihoods. The organization partners with other entities to address education, healthcare, and climate resilience.
- Apr 2020Conventional Debt$15M
- Oct 2018Conventional Debt$20M
#8
Public · Washington, DC, District of Columbia · founded 2007 · 116 employees$25Mraised▾
Community bank offering business and personal banking solutions in DC, MD, VA. The bank provides a comprehensive suite of financial products and services, including business checking, savings, commercial lending, and treasury management. For individuals, they offer personal checking, savings, credit cards, mortgages, and retirement accounts. They cater to diverse industries such as cannabis, government contractors, real estate, and nonprofits. The bank emphasizes technology with online and mobile banking, lightning lending, and cash management tools. They focus on customer service and community involvement, offering resources like financial insights and fraud protection. They provide services like merchant services, employee programs, and insurance products. The bank also offers specialized services like rent direct and escrow direct.
- Sep 2018Post IPO$35M
- Aug 2017Post IPO$10M
- Jun 2016Conventional Debt$25M
#9
Acquired · Washington, DC, District of Columbia · founded 2007$31Mraised▾
Commercial bank
- Sep 2016Conventional Debt$31M
#10
Public · Washington, DC, District of Columbia · founded 1998 · 30 employees$3.5Mraised▾
Community development bank empowering underinvested communities through strategic lending and financial services. It focuses on providing financial solutions to businesses, nonprofits, and individuals with limited access to traditional banking. The organization uses finance as a tool for lasting community development, supporting mission-aligned businesses and nonprofits through strategic lending and partnerships. It offers commercial and personal banking products, including checking and savings accounts, credit cards, and digital banking services. The bank delivers targeted capital to low- and moderate-income communities through mission-driven organizations, offering flexible financing solutions such as term loans, commercial real estate loans, and SBA-guaranteed loan pathways. It also provides green lending through the PACE program. The bank aims to strengthen local economies and expand access to financial resources, promoting economic strength and community resilience. It serves communities on both coasts with branches in Washington, D.C., and Los Angeles, California.
- Nov 2011Grant (prize money)$500K
- Sep 2010Grant (prize money)$600K
- Sep 2009Grant (prize money)$1M
- Aug 2009Grant (prize money)$696.6K
#11
Funding Raised · Washington, DC, District of Columbia · founded 1994 · 12 employees$2.6Mraised▾
Community development financial institutions fund
- May 2010Grant (prize money)$649K
- Sep 2009Grant (prize money)$470K
- Sep 2008Grant (prize money)$897.8K
- May 2008Grant (prize money)$630K
#12
Public · Washington, DC, District of Columbia · founded 1993 · 1 employees$236Kraised▾
Provider of trading services
- May 2022Post IPO$122K
- Nov 2021Post IPO$114K
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
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.