Best Financial Services Companies in Wisconsin, United States
The 344 best Financial Services companies in Wisconsin, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Anchor Bank.
Ranked: Best Financial Services companies in Wisconsin
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Anchor Bank Commercial bank | $175M | 23 mo ago | Public | — | 2005 | Cart FunctionalityWordPressMySQL+24 | — | — |
| 2 | Smart Financial Services Mortgage solutions provider for home purchases, refinancing, and community support | $125M | 111 mo ago | Late Stage | — | 2001 | — | — | — |
| 3 | Lake Shore Provider of bank holding company services with focus on accessibility | $91M | 62 mo ago | Series B | James Meisser CEO & President | 2006 | — | 100 patents Precision cryogenic delivery systems and low‑offset Hall‑effect sensors for scientific instrumentation | — |
| 4 | QRL Financial Services Loan servicing firm | $50M | 176 mo ago | Late Stage | — | 2005 | HubSpot CMS HubHubSpotcore-js+15 | — | — |
| 5 | Physicians Realty Trust REIT that invests in heath-care industry in the US | $47M | 115 mo ago | Public | — | 2013 | — | — | — |
| 6 | Nicolet National Bank Member FDIC Comprehensive banking solutions: personal, business, wealth management, and online services | $27M | 157 mo ago | Public | Michael Daniels CEO & President | 2000 | Cart FunctionalityDrupalApple iCloud Mail+20 | — | 3 internships |
| 7 | Commerce State Bank Commercial bank | $23M | 125 mo ago | Acquired | — | 2005 | — | — | — |
| 8 | National Bank of Commerce Community bank providing personal and business banking, wealth management services | $17M | 79 mo ago | Series B | Steve Burgess President & CEO | 1934 | WordPress Block EditorWordPressApple iCloud Mail+34 | — | — |
| 9 | FNB Fox Valley Comprehensive banking solutions: personal, business, wealth management, and online services | $16M | 136 mo ago | Acquired | — | 1887 | — | — | — |
| 10 | First Business Bank Provider of strategic advisory, M&A and capital market intelligence services | $12M | 51 mo ago | Public | Jerry Smith Founder | 1990 | SentryApple iCloud MailMicrosoft 365+28 | — | — |
| 11 | Ansay & Associates Provider of insurance brokerage services | $10M | 80 mo ago | Series B | — | 1946 | Windows ServerGoogle MapsMicrosoft ASP.NET+13 | — | 1 internship |
| 12 | Greenwoods State Bank Community bank offering personal and business banking with modern financial solutions | $10M | 23 mo ago | Early Stage | — | 1883 | WordPress Block EditorWordPressApple iCloud Mail+21 | — | — |
| 13 | LifeQuest Services Provider of audit, billing and account collection services 40Innovation top 20%Product top 26%Talent bottom 45%Market bottom 39% All 7 signals ▾Innovationtop 20% Producttop 26% Talentbottom 45% Marketbottom 39% Fundingbottom 35% Techbottom 30% Globalbottom 25% Innovation: 11 product lines Product: 11 distinct product lines · Company stage: Acquired rank vs industry peers · Fliar Intelligence Index 40/100 | $7M | 161 mo ago | Acquired | Michael Finn CEO | 1992 | — | — | — |
| 14 | My Coverage Plan Internet first provider of health insurance service | $2M | 121 mo ago | Funding Raised | Robert Peterson Co-Founder | 2010 | TypeScriptTailwind CSSZone.js+13 | — | — |
| 15 | Tip a ScRxipt Crowdfunded platform for money transfers | $600K | 55 mo ago | Seed | Chad Johnson Founder & CEO | 2019 | — | — | — |
| 16 | Johnson Financial Group Commercial bank | $272K | 199 mo ago | Early Stage | Samuel Johnson Founder | 1970 | Apple iCloud MailGoogle MapsBootstrap+30 | — | 1 partnership |
| 17 | Yonder Provider of travel insurance brokerage services | $100K | 108 mo ago | Seed | — | 2016 | WordPressSentryMySQL+34 | — | — |
Top 12 Financial Services companies in Wisconsin
#1
Public · Madison, Wisconsin · founded 2005 · 880 employees$175Mraised▾
Commercial bank
- Jun 2024Conventional Debt$8M
- Oct 2013Series D$175M
#2
Early Stage · Lake Mills, Wisconsin · founded 1883 · 49 employees$10.1Mraised▾
Community bank offering personal and business banking with modern financial solutions. It provides a comprehensive suite of financial services, including checking, savings, certificates of deposit, and private banking for individuals. For businesses, it offers checking, money market accounts, loans, and treasury management. Digital banking solutions include online and mobile banking, card management, mobile check deposit, and digital wallets. Resources such as calculators, wiring instructions, and educational materials on security, fraud, and scams are also available. The bank focuses on delivering hometown service with modern tools, emphasizing security, opportunity, and community growth. It aims to be a trusted financial partner, offering services with integrity and investing in local communities.
#3
Series B · Glenwood City, Wisconsin · founded 2006$91.4Mraised▾
Provider of bank holding company services with focus on accessibility. The holding company aims to expand its market presence through multiple banks. It implements a strategic initiative focused on the needs of deaf and hard of hearing individuals. The company's staffing model prioritizes the needs of colleagues.
- Apr 2021Conventional Debt$40M
- Mar 2011Series B$43.1M
- Feb 2010Series A$8.3M
#4
Late Stage · Milwaukee, Wisconsin · founded 2001 · 5 employees$125Mraised▾
Mortgage solutions provider for home purchases, refinancing, and community support. We offer extraordinary mortgage solutions, focusing on residential and commercial real estate purchases. Experienced with first-time home buyers, we provide various loan products and programs, including FHA, VA, Conventional, Jumbo mortgages, and refinance options. We use the latest financial technology to provide up-to-date information and a range of financial products. Operating with honesty and integrity, we prioritize quality and consumer satisfaction, ensuring the best possible loan. Committed to supporting communities through responsible lending and involvement in charitable causes and civic organizations. We offer services like first time home buyer programs, refinance, jumbo loans, condos, rehab loans, FHA streamline refinance loans.
- Feb 2017PE$125M
#5
Public · Madison, Wisconsin · founded 1990 · 481 employees$12.5Mraised▾
Provider of strategic advisory, M&A and capital market intelligence services
#6
Public · Milwaukee, Wisconsin · founded 2013 · 104 employees$46.9Mraised▾
REIT that invests in heath-care industry in the US
- Oct 2016Post IPO$19.3M
- Oct 2014Post IPO$27.7M
#7
Late Stage · Madison, Wisconsin · founded 2005 · 35 employees$50Mraised▾
Loan servicing firm
- Sep 2011PE$50M
#8
Acquired · West Bend, Wisconsin · founded 2005 · 89 employees$23.1Mraised▾
Commercial bank
- Jan 2016Series B$11M
- Apr 2009Unattributed$109.1K
- Aug 2005Series A$12M
#9
Series B · Superior, Wisconsin · founded 1934 · 559 employees$16.6Mraised▾
Community bank providing personal and business banking, wealth management services. They offer a range of financial solutions, including checking, savings, mortgage lending, and credit cards for individuals. For businesses, they provide lending, checking, savings, and other specialized services. They focus on building relationships and reinvesting in the community, supporting local businesses and initiatives. They also offer wealth management services. The bank emphasizes personal service, local expertise, and community involvement. They provide resources like mobile banking app, podcast, and online tools. They are FDIC insured. They offer login for personal, business and investor relations.
#10
Public · Green Bay, Wisconsin · founded 2000 · 942 employees$27.3Mraised▾
Comprehensive banking solutions: personal, business, wealth management, and online services. The institution provides a range of personal banking options, including checking and savings accounts, home lending, vehicle loans, and credit cards. For businesses, they offer checking and savings accounts, commercial banking, retirement plan services, and treasury management. Wealth management services encompass financial and retirement planning, investment management, and trust services. Digital banking solutions include mobile and online access, fraud awareness resources, and secure document transfer. They focus on serving customers with real conversations and building solutions to simplify financial lives. They offer services like Agri-Business Checking, Business Savings, Business Money Market, Ag Treasury Management, Ag Accounts Receivable, Ag Accounts Payable, Ag Insurance, Ag Digital Banking, Ag Banking Team. They also provide online banking login, personal banking, business online (treasury management), trust online, credit cards, wealth management, forgot password options.
- May 2013Series B$2.9M
- Sep 2011Series B$24.4M
#11
Series B · Port Washington, Wisconsin · founded 1946 · 234 employees$10.5Mraised▾
Provider of insurance brokerage services
#12
Acquired · Neenah, Wisconsin · founded 1887 · 60 employees$16.3Mraised▾
Comprehensive banking solutions: personal, business, wealth management, and online services. The institution provides a range of personal banking options, including checking and savings accounts, home lending, vehicle loans, and credit cards. For businesses, they offer checking and savings accounts, commercial banking, retirement plan services, and treasury management. Wealth management services encompass financial and retirement planning, investment management, and trust services. Digital banking solutions include mobile and online access, fraud awareness resources, and secure document transfer. They focus on serving customers with real conversations and building solutions to simplify financial lives. They offer services like Agri-Business Checking, Business Savings, Business Money Market, Ag Treasury Management, Ag Accounts Receivable, Ag Accounts Payable, Ag Insurance, Ag Digital Banking, Ag Banking Team. They also provide online banking login, personal banking, business online (treasury management), trust online, credit cards, wealth management, forgot password options.
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.