Company lists
The Washington edition · 2026

Financial servicescompanies in Washington

Accounting, investments, lending, banking, insurance and more: the companies building financial services in Washington, with their founders, funding, team size and business models.

456 company profiles22 with recorded fundingNovember 2026 edition
Washington · Photo: Wikimedia Commons (CC BY-SA 4.0)

Recent financial services business events in Washington

Funding, M&A, contract wins and launches involving 617 financial services companies in Washington, last 24 months: 50 M&A deals · 2 funding rounds · 1 Launch · 1 Contract. Newest first; companies and investors link to their Fliar profiles. Latest event in our news feed: May 2026.

M&AAcquisition · Completed

Columbia bank acquires Cash Yes

The Columbia Bank has concluded the acquisition of Cash Yes, the flagship of the Argentine Financial Company (CFA).

Financial Services
M&AMerger · Announced

Banner acquires Pacific financial corporation

Banner Corporation, which owns Banner Bank, is acquiring Pacific Financial Corporation, the holding company for Bank of the Pacific.

Banking
M&AAcquisition · Announced

Brighton jones acquires Eli Lilly and Company

Brighton Jones LLC lifted its holdings in Eli Lilly and Company by 22.0% in the 4th quarter. Brighton Jones LLC now owns 9,597 shares of the company’s stock worth $7,409,000 after…

Pharmaceutical
M&AMerger · Announced

Banner acquires Pacific financial corporation

Banner Corporation ("Banner") (NASDAQ: BANR), the holding company for Banner Bank, and Pacific Financial Corporation ("Pacific Financial") (OTCQX: PFLC), the holding company for Bank of…

Bank Holding Company
M&AAcquisition · Completed

Brighton jones acquires Schwab U.S. Mid-Cap ETF

Brighton Jones LLC now owns 23,293 shares of the company’s stock valued at $645,000 after purchasing an additional 15,538 shares during the period.

M&AAcquisition · Completed

Clear creek financial management acquires Vanguard High Dividend Yield ETF

Clear Creek Financial Management LLC increased its stake in shares of Vanguard High Dividend Yield ETF by 12.2% during the 4th quarter. Clear Creek Financial Management LLC now owns…

M&AAcquisition

Coldstream Capital Management acquires Magnolia oil & gas

Coldstream Capital Management Inc. raised its holdings in Magnolia Oil & Gas by 3.1% in the 3rd quarter. Coldstream Capital Management Inc. now owns 15,937 shares of the company’s stock…

M&AAcquisition · Announced

Private advisory group acquires Mp materials

Private Advisory Group LLC bought a new stake in shares of MP Materials Corp. (NYSE:MP – Free Report) in the fourth quarter, Holdings Channel reports.

M&AAcquisition · Announced

Gould capital acquires Altria Group

Gould Capital LLC purchased a new position in shares of Altria Group during the 3rd quarter worth $39,000.

M&AAcquisition · Completed

Bank of New York Mellon Corp acquires Weyerhaeuser Company

Bank of New York Mellon Corp lifted its position in shares of Weyerhaeuser by 10.3% during the 3rd quarter. Bank of New York Mellon Corp now owns 14,950,516 shares of the real estate…

M&AAcquisition · Completed

Norges bank acquires Weyerhaeuser Company

Norges Bank purchased a new position in shares of Weyerhaeuser during the 2nd quarter valued at about $600,502,000.

M&AAcquisition · Completed

CIBC Bancorp USA Inc. acquires Weyerhaeuser Company

CIBC Bancorp USA Inc. acquired a new stake in shares of Weyerhaeuser Company (NYSE:WY – Free Report) in the third quarter, according to the company in its most recent Form 13F filing…

M&AAcquisition · Completed

Vanguard acquires Weyerhaeuser Company

Vanguard Group Inc. grew its holdings in Weyerhaeuser by 0.5% during the second quarter. Vanguard Group Inc. now owns 114,318,728 shares of the real estate investment trust’s stock…

M&AAcquisition · Completed

Wellington Management Group acquires Weyerhaeuser Company

Wellington Management Group LLP increased its position in Weyerhaeuser by 6.3% in the third quarter. Wellington Management Group LLP now owns 39,646,897 shares of the real estate…

M&AAcquisition · Completed

State street acquires Weyerhaeuser Company

State Street Corp raised its stake in shares of Weyerhaeuser by 1.9% in the third quarter. State Street Corp now owns 32,468,597 shares of the real estate investment trust’s stock worth…

M&AMerger · Announced

Cerity partners acquires Verus investments

Cerity Partners, a leading independent investment and wealth management firm in the US, announced today that it is merging with Verus Investments, a leading institutional investment…

Institutional investment consulting
M&AMerger · Announced

Columbia bank acquires Northfield bank

Executives from Columbia Financial (NASDAQ:CLBK) and Northfield Bancorp detailed plans for a merger valued at approximately $597 million.

Banking
M&AAcquisition · Announced

Apollon wealth management acquires Sage advisors

Apollon Wealth Management, a Mount Pleasant, S.C.-based wealth management firm with more than $8.65 billion in assets under management, has acquired Indianapolis-based Sage Advisors.…

Wealth Management
M&AMerger · Announced

Safe credit union acquires Becu

SAFE Credit Union, a $4.2 billion institution based in a Sacramento, California, suburb, has agreed to merge with Seattle-based BECU, the nation’s fourth-largest credit union with $29…

Credit Union
M&AAcquisition · Announced

Corient acquires Bristlecone advisors

The firm announced that it reached a deal to acquire Bristlecone Advisors, a multi-family office based in Bellevue, Wash.

Multi-family Office
LaunchApiture Digital Banking Platform

First fed bank

First Fed Bank, a Washington-based community bank with $2billion in assets, launched the Apiture Digital Banking Platform to enhance its online and mobile banking experience for business…

Digital Banking Platform
M&AAcquisition · Completed

Mechanics Bancorp acquires Homestreet bank

Mechanics Bancorp, based in the Walnut Creek, California, has completed its merger with HomeStreet Bank.

Banking
M&AAcquisition · Announced

Mcilrath & eck acquires Markel

McIlrath & Eck LLC now owns 29 shares of the insurance provider’s stock worth $50,000 after purchasing an additional 26 shares during the period.

Insurance
Funding

Fisher investments

In June last year, a subsidiary of the Abu Dhabi sovereign fund, together with global private equity investor Advent International, agreed to invest up to $3 billion for a minority stake…

Financial services
M&AAcquisition · Pending

Columbia banking system acquires Pacific premier bancorp

S&P MidCap 400 constituent Columbia Banking System Inc. is acquiring Pacific Premier Bancorp in a deal expected to close soon, pending final closing conditions.

Financials
M&AAcquisition · Announced

Fms solutions acquires Amp services

FMS Solutions (“FMS”), a New Heritage Capital (“Heritage”) portfolio company, announced it has made a substantial new market entry into the restaurant accounting vertical via the…

Accounting & consulting services
M&AAcquisition · Announced

Spokane teachers credit union acquires Community Bank in Joseph, Oregon

Spokane Teachers Credit Union (STCU) acquired the $550 million-asset Community Bank in Joseph, Oregon, creating a $6.4 billion-asset institution with 49 branches across Washington,…

Bank
M&AAcquisition · Announced

Symetra Life Insurance Company acquires Dearborn group

Sidley is representing Dearborn Group, a national provider of ancillary benefits, in the sale of Dearborn’s group life and disability (L&D) business to Symetra Life Insurance Company, a…

Insurance
M&AAcquisition · Completed

Darragh Buckley acquires Twin city bank

He bought a big enough stake in Twin City Bank to trigger a public disclosure of the transaction by the Federal Reserve Board.

Banking

Financial services companies in Washington, by funding and team

Few financial services companies in Washington 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 456 active companies.

Showing 25 of 50

Commercial bank

Banks
US$70.00mSeries A · Mar 2022
26-8% vs previous recordLinkedIn · Oct 2026
Commission on transaction / Lending
8 yr2018
—No postings tracked

Hard money lender for real estate investors, offering bridge and fix-and-flip loans

Consumer and sme loans
US$45.49mSeries C · May 2016
71LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
17 yr2009
0none in 3 months

Private lender providing bridge, fix and flip, and construction loans

Consumer and sme loans
US$35.09mSeries C · Sep 2019
—Not available
Commission on transaction / Lending
7 yr2019
—No postings tracked

Provider of financial planning, retirement, investment, college, estate, and tax services

Services for investment industry
US$32.56mSeries C · Sep 2019
8LinkedIn · Jul 2026
Fee-for-service
9 yr2017
0none in 3 months

Provider of residential and commercial property loans

Consumer and sme loans
US$29.57mSeries B · Dec 2023
102+19% vs previous recordLinkedIn · Jul 2026
Commission on transaction / Fee-for-service
24 yr2002
0none in 3 months

Provider of financial & investment services

Services for investment industry
US$14.00mSeed · Feb 2023
47LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
3 yr2023
0none in 3 months

Internet first provider of health insurance services

Insurance carriers
US$12.00mSeed · Dec 2022
4-19% vs previous recordLinkedIn · Jul 2026
Subscription
5 yr2021
0none in 3 months

Provider of comprehensive pet insurance solutions for dogs and cats

Insurance carriers
US$9.09mPE · Dec 2011
1,054+0% 12 mo to Dec 2022LinkedIn · Oct 2026
Commission on transaction / E-commerce - product
26 yr2000
0none in 3 months · last posted Jun 2026

Real estate fund focused on debt and equity investments

Asset management
US$8.90mSeries A · Jan 2025
30+44% vs previous recordLinkedIn · Jul 2026
Commission on transaction / Fee-for-service
23 yr2003
0none in 3 months · last posted May 2026

Online credit line platform for businesses

Services for investment industry
US$8.62mSeries A · Dec 2021
4+300% 12 mo to Dec 2021LinkedIn · Jul 2026
Commission on transaction / Lending
7 yr2019
0none in 3 months

Community bank providing uniquely better business banking experience with advanced digital tools

Banks
US$4.38mSeries A · Sep 2022
2-26% vs previous recordLinkedIn · Oct 2026
Commission on transaction / Subscription
20 yr2006
—No postings tracked

SaaS based platform offering productivity tools and solutions for sales teams

Services for investment industry
US$4.22mSeed · Jun 2023
7recorded
Subscription
12 yr2014
—No postings tracked

Provider of investment management services

Asset management
US$3.78mSeries A · Feb 2026
—Not available
Not available
5 yr2021
—No postings tracked

Diversified investment management firm

Asset management
US$1.30mSeed · Aug 2011
7+17% 12 mo to Dec 2021LinkedIn · Jul 2026
Fee-for-service
15 yr2011
0none in 3 months · last posted Jun 2026

Provider of loan mortgage services

Service providers to banks
US$1.10mSeed · Oct 2022
7recorded
Subscription
6 yr2020
—No postings tracked

Commercial bank

Banks
US$600kSeed · Oct 2013
25recorded
Commission on transaction / Fee-for-service
24 yr2002
—No postings tracked

Provider of search fund and a private investment firm that focuses on identifying and acquiring privately-held companies

Financial services industry associations
US$570kSeed · Aug 2024
5LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
2 yr2024
—No postings tracked

Equity REIT investing in multi-family apartment properties

Reits
US$557kSeed · Oct 2017
10LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
14 yr2012
0none in 3 months

Provider of business, personal, life, and health insurance coverage options

Insurance distribution
US$500kSeed · Feb 2026
—Not available
Commission on transaction / E-commerce - service
10 yr2016
—No postings tracked

Hard money lender for commercial, investment real estate in the Northwest

Consumer and sme loans
US$465kSeed · Sep 2015
3LinkedIn · Jul 2026
Commission on transaction / Lending
14 yr2012
—No postings tracked

Provider of financial advisory services

Asset management
US$125kSeed · Sep 2021
—Not available
Commission on transaction / Subscription
5 yr2021
—No postings tracked

Commercial bank

Banks
US$100kSeed · Aug 2010
34LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
26 yr2000
0none in 3 months

Manufacturer of timber lands, wood products, and other building materials

Reits
—None recorded
7,387+1% 12 mo to Dec 2023LinkedIn · Oct 2026
Commission on transaction / E-commerce - product
126 yr1900
0none in 3 months · last posted Jun 2026

Provider of independent investment advisory services

Asset management
—None recorded
5,914+19% 12 mo to Dec 2021LinkedIn · Oct 2026
Fee-for-service
47 yr1979
0none in 3 months · last posted Jun 2026

Provider of converting coins to cash and coupons services

Cryptocurrency atms
—None recorded
623+434% vs previous recordLinkedIn · Oct 2026
Advertising / Commission on transaction
35 yr1991
0none in 3 months · last posted Apr 2026
50 of 456 companies shown here · the full list is on Radar
Fliar Radar

Explore all 456 financial services companies in Washington on Radar

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

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  • Every company, not just 50All 456 financial services companies in Washington, 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 Washington by what you are looking for

Find top financial services companies in Washington, including financial planning services, investment firms, and lenders. Explore financial services companies hiring and startups in Washington.

8 ways to explore financial services in Washington

Accounting & financial advisory servicesInvestment & asset management firmsConsumer & business lendersBanks & banking service providersInsurance companies & brokersFinancial services startups in Washington

Accounting & financial advisory services

Accounting, tax, payroll, and financial advisory providers.

  1. Opal Advisors

    Provider of financial planning, retirement, investment, college, estate, and tax services

    Services for investment industry
    See in list
  2. Ampservices

    AMP is an outsourcing firm provides accounting, financial, operational & consulting for restaurant, hospitality & retail industries.

    Finance & accounting services
    Website
  3. alegria + company

    Alegria + Company offers taxes, business valuations, business consulting, QuickBooks, notary public, and financial planning services.

    Finance & accounting services
    Website
  4. anastasi, moore & martin

    Anastasi, Moore & Martin helps individuals and businesses with accounting, payroll, bookkeeping, audit, tax and litigation services.

    Finance & accounting services
    Website
  5. hagen kurth perman and co

    Hagen Kurth Perman and Co offer accounting, employee benefit plan audits, acquisitions, reviews, taxation and wealth management services.

    Finance & accounting services
    Website
87 companies in Washington

Investment & asset management firms

Asset managers and services supporting investment activity.

  1. Opal Advisors

    Provider of financial planning, retirement, investment, college, estate, and tax services

    Services for investment industry
    See in list
  2. Earth Finance

    Provider of financial & investment services

    Services for investment industry
    See in list
  3. Romano Capital

    Real estate fund focused on debt and equity investments

    Asset management
    See in list
  4. Nordic Partners Investments

    Provider of investment management services

    Asset management
    See in list
  5. Acuitas Investments

    Diversified investment management firm

    Asset management
    See in list

Consumer & business lenders

Providers of consumer, business, and property finance.

  1. raincity

    Hard money lender for real estate investors, offering bridge and fix-and-flip loans

    Consumer and sme loans
    See in list
  2. Bellevue Lending

    Private lender providing bridge, fix and flip, and construction loans

    Consumer and sme loans
    See in list
  3. Legacy Group Capital

    Provider of residential and commercial property loans

    Consumer and sme loans
    See in list
  4. Axia Home Loans

    Provider of home loan services

    Consumer and sme loans
    See in list
  5. Builderscapital

    Provider of construction financing solutions for residential projects. It offers various loan products tailored to different project needs, including new construction, build-to-rent, and rehabilitation loans. The firm also provides revolving credit facilities and bridge stabilization loans. Services are designed to support builders throughout the entire real estate development process, from initial planning to project completion. They aim to offer flexible and efficient financing options to facilitate the growth of the housing market.

    Service providers to banks
    Website

Banks & banking service providers

Commercial banks and businesses that support banking operations.

  1. Protego

    Commercial bank

    Banks
    See in list
  2. RiverBank

    Community bank providing uniquely better business banking experience with advanced digital tools

    Banks
    See in list
  3. LOANtuitive

    Provider of loan mortgage services

    Service providers to banks
    See in list
  4. Eastside Commercial Bank

    Commercial bank

    Banks
    See in list
  5. Twin City Bank

    Commercial bank

    Banks
    See in list

Insurance companies & brokers

Insurance carriers and distribution firms serving customers and businesses.

  1. Pebble Health

    Internet first provider of health insurance services

    Insurance carriers
    See in list
  2. Trupanion

    Provider of comprehensive pet insurance solutions for dogs and cats

    Insurance carriers
    See in list
  3. Moreland Insurance

    Provider of business, personal, life, and health insurance coverage options

    Insurance distribution
    See in list
  4. Symetra

    Life insurance company

    Insurance carriers
    See in list
  5. PEMCO

    Mutual P&C insurance company

    Insurance carriers
    See in list

Financial services startups in Washington

Recently founded financial services companies in Washington.

  1. Earth Finance

    Provider of financial & investment services

    Services for investment industry
    See in list
  2. Pebble Health

    Internet first provider of health insurance services

    Insurance carriers
    See in list
  3. Nordic Partners Investments

    Provider of investment management services

    Asset management
    See in list
  4. Zenith Growth Partners

    Provider of search fund and a private investment firm that focuses on identifying and acquiring privately-held companies

    Financial services industry associations
    See in list
  5. Financial Choice

    Provider of financial advisory services

    Asset management
    See in list
36 companies in Washington

Financial services companies hiring in Washington

Financial services companies in Washington with hiring activity.

  1. Trupanion

    Provider of comprehensive pet insurance solutions for dogs and cats

    Insurance carriers
    See in list
  2. Romano Capital

    Real estate fund focused on debt and equity investments

    Asset management
    See in list
  3. Acuitas Investments

    Diversified investment management firm

    Asset management
    See in list
  4. Weyerhaeuser

    Manufacturer of timber lands, wood products, and other building materials

    Reits
    See in list
  5. Fisher Investments

    Provider of independent investment advisory services

    Asset management
    See in list
20 companies in Washington

Public financial services companies in Washington

Publicly listed financial services companies in Washington.

  1. Trupanion

    Provider of comprehensive pet insurance solutions for dogs and cats

    Insurance carriers
    See in list
  2. Weyerhaeuser

    Manufacturer of timber lands, wood products, and other building materials

    Reits
    See in list
  3. Coinstar

    Provider of converting coins to cash and coupons services

    Cryptocurrency atms
    See in list
  4. Banner Bank

    Private sector commercial bank

    Banks
    See in list
  5. WAFD Bank

    Commercial Bank

    Banks
    See in list
17 companies in Washington
Mobile reach

Top 10 financial services apps from Washington

The most-installed Android apps published by financial services companies headquartered in Washington — 2.0M installs between them. 48 companies on this page publish at least one app; each company (legal entity) appears once, with its most-installed app.

1 of 10
1

BECU

by BECU

Installs950K
Rating4.654K ratings
Installs, year on year+14%
Last updatedMar 2026
View on Google Play ↗
BECU screenshot 1BECU screenshot 2BECU screenshot 3BECU screenshot 4BECU screenshot 5BECU screenshot 6
3

STCU Mobile Banking

by STCU

Installs195K
Rating4.7723K ratings
Installs, year on year+17%
Last updatedMar 2026
View on Google Play ↗
STCU Mobile Banking screenshot 1STCU Mobile Banking screenshot 2STCU Mobile Banking screenshot 3STCU Mobile Banking screenshot 4STCU Mobile Banking screenshot 5
10

First Federal Mobile Banking

by First Federal

Installs47K
Rating4.381K ratings
Last updatedApr 2026
View on Google Play ↗
First Federal Mobile Banking screenshot 1First Federal Mobile Banking screenshot 2First Federal Mobile Banking screenshot 3First Federal Mobile Banking screenshot 4First Federal Mobile Banking screenshot 5First Federal Mobile Banking screenshot 6
RadarBrowse every financial services company in Washington 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
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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 Washington 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, Washington50

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 Washington

42Acquisition
8Merger

Most active acquirers

  1. Brighton jones4
  2. Columbia bank3
  3. Banner2
  4. Columbia banking system2
  5. Spokane teachers credit union2

Most acquired or merged

  1. Weyerhaeuser Company6
  2. Pacific financial corporation2
  3. Currency exchange international2
  4. Cash Yes1
  5. Eli Lilly and Company1

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 Washington 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 Washington

Financial services funding in Washington

22 financial services companies in Washington have recorded equity funding, US$283.02m in total. Totals and round dates describe the historical record; they are not current valuations.

Founders and momentum in Washington

Meet the people behind financial services companies in Washington. 122 of 456 companies list founders or leaders; where a public LinkedIn profile matches exactly, the expanded profile shows the photo, headline, location and education.

Explore Washington financial services companies by sub-sector

The most common specialisations among financial services companies in Washington. 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 Washington

187 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 Washington

Browse the Radar directory

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