Best Financial Services Companies in Wilmington, United States
The 72 best Financial Services companies in Wilmington, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Live Oak Bank.
Ranked: Best Financial Services companies in Wilmington
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Live Oak Bank Digital, cloud-based bank providing small business loans and online savings and CD accounts | $75M | 102 mo ago | Public | Lee Williams Co-Founder | 2008 | — | — | — |
| 2 | Siegfried Group Provider of accounting and auditing services 67Growth top 32%Funding top 34%Tech top 40%Market top 47% All 7 signals ▾Growthtop 32% Fundingtop 34% Techtop 40% Markettop 47% Talentbottom 49% Newsbottom 32% Globalbottom 30% Growth: Headcount 587 → 708 (+21%) across vintages · Fresh capital in last 24 mo Funding: Raised $43.4M · 3 rounds over 9 yrs (0.3/yr) rank vs industry peers · Fliar Intelligence Index 67/100 | $43M | 14 mo ago | Series C | Robert L Siegfried Founder & CEO | 1988 | WordPress Block EditorWordPressApple iCloud Mail+27 | — | 1 job opening |
| 3 | LYNX IMB HOLDINGS Provider of banking and financial services | $28M | 29 mo ago | Series B | — | — | — | — | — |
| 4 | Trademo Provider of technology and data insight services for global trade and logistics | $12M | 55 mo ago | Seed | — | 2020 | SentryNode.jsTailwind CSS+13 | — | — |
| 5 | Turing Technology Provider of investment management advisory services | $5M | 51 mo ago | Series A | — | 2016 | — | 24 patents AI-driven formulation network modeling for accelerated chemical product design | — |
| 6 | Beacon Title Agency Provider of title insurance and real estate transaction services 11Innovation top 40%Product top 46%Funding bottom 45%Talent bottom 45% All 7 signals ▾Innovationtop 40% Producttop 46% Fundingbottom 45% Talentbottom 45% Globalbottom 25% Techbottom 16% Marketbottom 11% Innovation: 2 product lines Product: 2 distinct product lines · Company stage: Series A rank vs industry peers · Fliar Intelligence Index 11/100 | $615K | 5 mo ago | Series A | Pam O'Brien Founder | 2007 | — | — | — |
| 7 | CANPALS INVESTMENTS Provider of investment and financial services 6Funding bottom 28%Global bottom 25% All 2 signals ▾Fundingbottom 28% Globalbottom 25% Funding: Raised $500k · 1 rounds over 4 yrs (0.2/yr) Global: Single-market focus (United States) rank vs industry peers · Fliar Intelligence Index 6/100 | $500K | 45 mo ago | Seed | — | — | — | — | — |
| 8 | Onfolio Holdings Provider of digital marketing services | $440K | 8 mo ago | Public | Dominic Wells Founder & CEO | 2018 | WordPress Site EditorWordPressMySQL+19 | — | 1 launch |
Top 9 Financial Services companies in Wilmington
#1
Series C · Wilmington, Delaware · founded 1988 · 708 employees$43.4Mraised▾
Provider of accounting and auditing services
#2
Series A · Wilmington, North Carolina · founded 2007 · 7 employees$615.3Kraised▾
Provider of title insurance and real estate transaction services. It offers services for residential and commercial real estate transactions. The agency utilizes its underwriting expertise to streamline the closing process for clients. It maintains relationships with various real estate firms and financial institutions. The agency is an agent of a title insurance company with high financial stability ratings.
- Jan 2026Series A$77.2K
- Sep 2024Series A$129.1K
- May 2024Series A$316.4K
- Mar 2017Seed$31.7K
#3
Public · Wilmington, Delaware · founded 2018 · 10 employees$440Kraised▾
Provider of digital marketing services
- Oct 2025Post IPO$1M
- Mar 2021Seed$340K
- Sep 2020Seed$100K
#4
Series B · Wilmington, Delaware$28Mraised▾
Provider of banking and financial services
#5
Public · Wilmington, North Carolina · founded 2008 · 943 employees$75Mraised▾
Live Oak Bank is a small business bank that offers small business loans and online savings and CD accounts. They have a unique approach to serving customers nationwide.
- Dec 2017Post IPO$523K
- Aug 2014Series C$75M
- Apr 2009Conventional Debt$4.2M
#6
Seed · Wilmington, Delaware · founded 2020 · 99 employees$12.5Mraised▾
Provider of technology and data insight services for global trade and logistics. It is a supply chain intelligence company that sources supply chain data points and leverages AI to empower businesses with visibility, discover new commercial opportunities, ensure compliance with trade regulations, and build operational supply chain resilience. It collects public and private data on global trade transactions, sanctioned parties, trade tariffs, ESG, and other events using its proprietary algorithms.
- Nov 2021Seed$12.5M
#7
Series A · Wilmington, Delaware · founded 2016 · 2 employees$4.9Mraised▾
Provider of financial advisory services intended to assist in mitigating and managing financial risks associated with wealth accumulation and investments. The company's advisory services include risk modeling, smart beta and hidden alpha sources discovery and cluster analysis, enabling digital wealth, financial advisors and technology companies to manage risks through pattern-sensitive machine-learning algorithms and bring repeatable active dimensions at low cost.
- Mar 2022Series A$4.9M
#8
Seed · Wilmington, Delaware$500Kraised▾
Provider of investment and financial services
#9
Seed · Wilmington, Massachusetts · founded 2013 · 24 employees—raised▾
Provider of insurance claim processing services
- Feb 2026Seed—
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.