Best Financial Services Companies in Washington, United States
The 379 best Financial Services companies in Washington, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Builderscapital.
Ranked: Best Financial Services companies in Washington
| # | Company | Disclosed funding | Last round | Employees | Founder | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Builderscapital Provider of construction financing solutions for residential projects. | $500M | 67 mo ago | 162 | Curt Altig Founder & Chairman | WebflowApple iCloud MailGSAP+15 | — | 1 job opening |
| 2 | Coinstar Provider of converting coins to cash and coupons services | $200M | 204 mo ago | 2,600 | Kevin Mccolly Chief Executive Officer | WordPress Block EditorElementorWordPress+32 | 144 patents Patents concentrated in computing, sensing & instrumentation | 1 partnership |
| 3 | Propel Insurance Diversified insurance broker 45Tech top 44%Growth top 45%Funding top 47%Market bottom 42% All 6 signals ▾Techtop 44% Growthtop 45% Fundingtop 47% Marketbottom 42% Globalbottom 29% Newsbottom 22% Tech: 40 technologies across 3/8 capability areas · Cloud: Amazon Web Services, Cloudflare rank vs industry peers · Fliar Intelligence Index 45/100 | $155M | 97 mo ago | 580 | — | WordPressApple iCloud MailMySQL+21 | — | — |
| 4 | Columbia Pacific Advisors Diversified investment management firm | $115M | 99 mo ago | 108 | Stan Baty Co-Founder | — | — | — |
| 5 | Blueprint Residential development and lending leader empowering real estate success | $78M | 50 mo ago | 59 59 → 60 (+2%) · sector median +2% | Dan Duffus Co-Founder & MD | — | — | — |
| 6 | Protego Commercial bank | $70M | 50 mo ago | 73 | — | — | — | — |
| 7 | Seattle Bank Personalized banking solutions for personal, private, and business needs | $50M | 184 mo ago | 86 | John Blizzard CEO & President | PHPBootstrapSplide+20 | — | — |
| 8 | raincity Hard money lender for real estate investors, offering bridge and fix-and-flip loans | $45M | 121 mo ago | 40 | Fred Rea Founder & President | Cart FunctionalitySquarespace CommerceSquarespace+24 | — | 1 partnership · 1 expansion |
| 9 | Opal Advisors Provider of financial planning, retirement, investment, college, estate, and tax services | $33M | 81 mo ago | — | James Hua Founder | — | — | — |
| 10 | Mutual of Enumclaw Provider of personalized home, auto, and farm insurance policies | $20M | 122 mo ago | 354 354 → 495 (+40%) · sector median +2% | Eric Nelson President & CEO | Progress SitefinityWindows ServerMicrosoft ASP.NET+21 | — | 1 award |
| 11 | First Sound Bank Commercial bank | $17M | 160 mo ago | 31 | Jon Shelton Executive Vice President | — | — | — |
| 12 | Pebble Health Internet first provider of health insurance services | $17M | 42 mo ago | 17 | Vinay Reddy Co-Founder | — | — | — |
| 13 | Bank of the Pacific Community-focused bank providing personal, business, and commercial financial solutions | $14M | 95 mo ago | 208 208 → 218 (+5%) · sector median +2% | Denise Portmann president & ceo | WordPressMySQLPHP+17 | — | — |
| 14 | Redmond Funding Group Provider of customized real estate financing solutions | $13M | 117 mo ago | — | Arthur Goldman Co-Founder | — | — | — |
| 15 | Peoples Bank Community banking in Washington State offering personal and business financial solutions | $10M | 192 mo ago | 874 | Charles Lecocq Chairman and CEO | WordPressMySQLPHP+36 | — | — |
| 16 | Legacy Group Capital Provider of residential and commercial property loans | $10M | 30 mo ago | 37 | Scott Rerucha Co-Founder & CEO | WordPressMySQLPHP+17 | — | — |
| 17 | Washington Capital Management Investment advisory firm | $9M | 77 mo ago | 83 | DeAndre Washington CEO | — | — | — |
| 18 | Trupanion Provider of comprehensive pet insurance solutions for dogs and cats | $9M | 67 mo ago | 1,187 1,187 → 1,044 (-12%) · sector median +2% | — | Amazon WebstoreApple iCloud MailGoogle Maps+41 | 40 patents Patents concentrated in computing, sensing & instrumentation | — |
| 19 | Level Goals Online credit line platform for businesses | $9M | 54 mo ago | 8 | David Edelstein Founder & CEO | — | — | — |
| 20 | Kitsap Bank Community bank providing personal, business banking, lending, and investment solutions | $8M | 70 mo ago | 258 258 → 200 (-22%) · sector median +2% | Steve Politakis CEO | WordPressApple iCloud MailMySQL+16 | — | — |
| 21 | Freestone Capital Management Wealth management firm | $7M | 163 mo ago | 51 | Liv Freeby Managing Director | WordPressApple iCloud MailMicrosoft 365+25 | — | 1 job opening · 1 award |
| 22 | Coastal Community Bank Community bank offering business and personal banking solutions with digital innovation | $7M | 118 mo ago | 822 822 → 566 (-31%) · sector median +2% | Eric Sprink President And Ceo Of Coastal Community Bank | Cart FunctionalityWordPressMySQL+38 | — | 3 partnerships |
| 23 | Romano Capital Real estate fund focused on debt and equity investments | $5M | 17 mo ago | 23 | Kess Romano President & CEO | WordPressApple iCloud MailMicrosoft 365+32 | — | 3 job openings |
| 24 | RiverBank Community bank providing uniquely better business banking experience with advanced digital tools | $4M | 45 mo ago | 39 | Dan Byrne CEO | DrupalApple iCloud MailPHP+16 | 3 patents Vehicle interior modular configuration systems and adjustable seating mechanisms. | — |
| 25 | Meetingflow SaaS based platform offering productivity tools and solutions for sales teams | $4M | 36 mo ago | 7 | Aaron Goldfeder Founder & CEO | WordPressMySQLPHP+23 | — | — |
| 26 | DBE Loans ACDBE concessions industry focused term loans provider | $3M | 84 mo ago | — | Jonathan Copley Co-Founder & CFO | — | — | — |
| 27 | Strix Leviathan Crypto investment platform for institutional investors | $2M | 99 mo ago | 14 | Steve Alkire Co-Founder | — | — | — |
| 28 | Westar Funding Provider of consumer loans | $1M | 48 mo ago | — | Eric Hogan CEO | — | — | — |
| 29 | Acuitas Investments Diversified investment management firm | $1M | 178 mo ago | 7 | Dennis Jensen Co-Founder & Partner | — | — | 1 job opening |
| 30 | LOANtuitive Provider of loan mortgage services | $1M | 44 mo ago | 7 | — | — | — | — |
| 31 | Juniper Capital Commercial real estate lender | $1M | 88 mo ago | — | — | WordPressMySQLPHP+26 | — | 1 expansion |
| 32 | Verus Investment management firm | $795K | 18 mo ago | 193 | Jeffrey MacLean CEO | — | — | — |
| 33 | Eastside Commercial Bank Commercial bank | $600K | 152 mo ago | 25 | — | — | — | — |
| 34 | Zenith Growth Partners Provider of search fund and a private investment firm that focuses on identifying and acquiring… | $570K | 21 mo ago | — | Nathan Bridgewater Founder and Managing Director | — | — | — |
| 35 | First Federal Community bank providing personal, business banking, and financial services | $500K | 61 mo ago | 285 | Larry Hueth CEO & President | Progress SitefinitySentryApple iCloud Mail+28 | — | 1 award |
| 36 | Coldstream Wealth Management Provider of wealth management services | $500K | 138 mo ago | 106 106 → 260 (+145%) · sector median +2% | — | WordPressMySQLPHP+24 | — | — |
| 37 | Private Capital Northwest Hard money lender for commercial, investment real estate in the Northwest | $465K | 129 mo ago | 2 | Stuart Young Co-Founder | — | — | — |
| 38 | THENNDF Northwest Native Development Fund offers economic and financial services. | $159K | 193 mo ago | — | — | — | — | — |
| 39 | Financial Choice Provider of financial advisory services | $125K | 57 mo ago | — | Stefan Heule Co-Founder | — | — | — |
| 40 | Twin City Bank Commercial bank | $100K | 190 mo ago | — | Neil Zick CEO | CloudflarecdnjsGoogle Font API+4 | — | — |
Top 12 Financial Services companies in Washington
#1
Series A · Vancouver, Washington · founded 2003 · 23 employees$4.9Mraised▾
Romano Capital, Inc. provides alternative investment opportunities specializing in real estate in the Clark County, WA region. We are unique because we invest alongside our investors as partners. Our track record of risk-adjusted returns is possible, in part, because we are vertically integrated.
- Jan 2025Series A$4M
- Apr 2022Series A$4.9M
#2
Early Stage · Seattle, Washington · founded 1986 · 193 employees$794.6Kraised▾
Investment management firm
#3
Seed · Seattle, Washington · founded 2009 · 162 employees$500Mraised▾
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- Oct 2020Seed—
- Oct 2020Conventional Debt$500M
#4
Seed · Seattle, Washington · founded 2024$570Kraised▾
Zenith Growth Partners is a search fund focused on identifying and acquiring companies, with a unique approach to entrepreneurship and business growth. The company's mission is to build a portfolio of successful businesses and create value for its partners and stakeholders. With a strong team and a proven track record, Zenith Growth Partners is well-positioned to achieve its goals.
- Aug 2024Seed$570K
#5
Series B · Bellevue, Washington · founded 2002 · 37 employees$9.7Mraised▾
Provider of residential and commercial property loans
- Dec 2023Series B$19.9M
- Jan 2009Conventional Debt—
- Jan 2009Series A$9.7M
#6
Acquired · Seattle, Washington · founded 2009 · 59 employees$78.1Mraised▾
Residential development and lending leader empowering real estate success. The company provides comprehensive services for residential projects, from initial land assessment to project completion. They specialize in construction financing, design, and permitting, and accounting services, supporting builders and investors in navigating the complexities of real estate development. The company develops income-producing rental properties, focusing on workforce housing and urban multi-family communities. They offer investment opportunities through real estate investment trusts, providing options for income generation and long-term capital appreciation. Their services streamline the development process, offering expertise in local building codes and zoning regulations. They aim to empower success by providing value-added services and fostering community investing. The company is a key player in the residential real estate market, offering a full suite of services to support development and investment.
#7
Series A · Seattle, Washington · founded 2018 · 73 employees$70Mraised▾
Operator of a chartered financial institution intended to offer institutional investors the to build their digital asset capabilities. The company's financial institution offers a vertically integrated, fully regulated, and built-on distributed ledger technology, enabling users to seamlessly and securely hold, trade, lend, and issue digital assets with a safe, sound, and secure partner.
- Mar 2022Series A$70M
#8
Seed · Seattle, Washington · founded 2021 · 17 employees$17.3Mraised▾
Developer of health insurance platform designed to make healthcare more affordable and accessible for small businesses. The company's platform leverages data, technology and product design, enabling patients to help navigate and access healthcare better.
- Dec 2022Seed$12M
#9
Acquired · Seattle, Washington · founded 1923 · 580 employees$155.4Mraised▾
Diversified insurance broker
#10
Public · Bellevue, Washington · founded 1991 · 2600 employees$200Mraised▾
Provider of converting coins to cash and coupons services
#11
Acquired · Seattle, Washington · founded 2006 · 108 employees$114.7Mraised▾
Diversified investment management firm
- Mar 2018Conventional Debt$114.7M
#12
Seed · Seattle, Washington · founded 2014 · 7 employees$4.2Mraised▾
SaaS based platform offering productivity tools and solutions for sales teams. It helps teams deal and engage by preparing for customer meetings, updating CRM, collaborating with colleagues, and following up with customers, sales, and CS teams. It also provides a complete history of all customer meeting notes and follow-ups.
- Jun 2023Seed$760K
- Aug 2020Seed$3.5M
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.