Radar · Services for Investment Industry in Virginia
Best Services for Investment Industry Companies in Virginia, United States
The 42 best Services for Investment Industry companies in Virginia, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Blue Ridge.
By Rohit KhannaTrends & Stories
42companies tracked
$17.3Mdisclosed funding
0unicorns
3have raised
Ranked: Best Services for Investment Industry companies in Virginia
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Blue Ridge Provider of ESOP and 401(k) plan administration services | $12M | 77 mo ago | Late Stage | Keith Teeter Managing Director | 1988 | — | — |
| 2 | Cary Street Partners Provider of investment, estate planning, and financial advisory services | $5M | 8 mo ago | Series A | Michael Ginty Managing Director & Financial Advisor | 2002 | WordPressMySQLPHP+30 | 2 awards |
| 3 | Wealthcare Online wealth management platform for financial advisors | — | 118 mo ago | Acquired | Dave Loeper CEO | 1999 | — | — |
| 4 | ACRE Investment Management Provider of investment management and financial services | — | — | Unfunded | Carey Crane Co-Founder | 2003 | — | — |
| 5 | Alpha Omega Wealth Management Provider of wealth management services | — | — | Unfunded | — | 2009 | — | — |
| 6 | Analysis And Resilience Center For Systemic Risk Provider of consulting and financial services | — | — | Unfunded | — | 2016 | WordPressMySQLPHP+19 | — |
| 7 | AQN Strategies Provider of business & management consulting and customer management services | — | — | Acquired | John Crenshaw CEO & MD | 2016 | — | — |
| 8 | bounds associates Bounds Associates provides acquisition, financial, and program management consulting services. | — | — | — | — | 2012 | — | — |
Top 3 Services for Investment Industry companies in Virginia
#1
Series A · Richmond, Virginia · founded 2002 · 111 employees$4.8Mraised▾
Series A · Richmond, Virginia · founded 2002 · 111 employees
Provider of investment, estate planning, and financial advisory services
LinkedIn Pulse recent public activity · Jul 2026
Audience: 9k LinkedIn followers — 20.1% of this cohort's audience
Activity: 2 awards announced in 12 mo
Funding rounds
- Dec 2025Series A$1.3M
- Oct 2025Series A$1.2M
- Sep 2025Series A$5.2M
- Jun 2024Seed$931.1K
Founders & team
Tech stack
Amazon AlbAmazon Web ServicesApache Http ServerBootstrapCloudflareCloudflare Bot Management
#2
Late Stage · Charlottesville, Virginia · founded 1988 · 175 employees$12.5Mraised▾
Late Stage · Charlottesville, Virginia · founded 1988 · 175 employees
Provider of ESOP and 401(k) plan administration services
LinkedIn Pulse recent public activity · Jul 2026
Audience: 4k LinkedIn followers — 10.1% of this cohort's audience · 14 engagements/post (1.5× cohort median)
Funding rounds
- Mar 2020PE$12.5M
Founders & team
Investors
LLCP, CNL Strategic Capital, Global Environment Fund
Tech stack
ExpressionenginePhpCodeigniterApache Http ServerJqueryHubspot
#3
Acquired · Richmond, Virginia · founded 1999 · 54 employees—raised▾
Acquired · Richmond, Virginia · founded 1999 · 54 employees
Online wealth management platform for financial advisors. Its solutions include the GDX360 which helps in financial planning and investment management. It allows the advisor to synchronize the assets or investments based on client goals. Advisors can also monitor the progress of all clients. The client’s plan status is shown on a single dashboard with on-demand updates.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 2k LinkedIn followers — 4.7% of this cohort's audience
Funding rounds
- Oct 2016PE—
Founders & team
Investors
NewSpring
Funding & investor landscape
$17.3Mtotal disclosed funding
2companies funded
9disclosed rounds
0rounds last 90 days
Most active investors
Notable founders
Mark Gambil
Founding Partner · Cary Street Partners
Michael Ginty
Managing Director & Financial Advisor · Cary Street Partners
Keith Teeter
Managing Director · Blue Ridge
Thomas Roback
Managing Director · Blue Ridge
Dave Loeper
CEO · Wealthcare
Prism market signals · United States · country-scoped Prism corpus, 25,023,128 docs
Market landscape — 10 sub-themes by coverage
Share of Services for Investment Industry coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
Common questions
How many Services for Investment Industry companies are there in Virginia, United States?
Radar tracks 42 indexable Services for Investment Industry companies headquartered in Virginia, United States that meet our profile-completeness bar.
What is the total funding raised by Services for Investment Industry companies in Virginia, United States?
The Services for Investment Industry companies in Virginia, United States on this list have raised a combined $17.3M in disclosed equity funding across 2 funded companies.
Which is the highest-funded Services for Investment Industry company in Virginia, United States?
Blue Ridge is the highest-funded Services for Investment Industry company in Virginia, United States, with $12.5M in disclosed equity funding.
How many Services for Investment Industry companies in Virginia, United States are funded?
2 of the 42 Services for Investment Industry companies in Virginia, United States on this list have disclosed at least one equity funding round.
How many Services for Investment Industry unicorns are there in Virginia, United States?
None of the Services for Investment Industry companies in Virginia, United States on this list currently has a disclosed valuation of $1B or more.
Who are the top investors in Virginia, United States Services for Investment Industry companies?
The most active investors in Virginia, United States Services for Investment Industry companies on this list include Beresford Ventures, CNL Strategic Capital, Global Environment Fund, LLCP, NewSpring.
Rohit KhannaTrends & Stories
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.