Industry landscapes
Industry report

Funding and advertised pay are reported in USD; filed accounts retain their stated source currency and basis.

Exchange-rate basis

Indicative conversions use ECB reference rates dated 2026-09-14, applied consistently across all periods. They are not historical exchange rates. Indian rupees may use crore (1 crore = 10 million); other currencies use K, M and B. CSV downloads, source documents and quoted news headlines retain their original currencies.

THE ATLANTA EDITION 2026

Atlanta’s
financial services industry,
in focus.

The companies, capital and talent shaping financial services in Atlanta. Find the leaders. Understand the segments. See where the activity is.

Snapshot: Funding in USD
Illustrated cover for Financial Services Industry Landscape of Atlanta
US
COMPANIES · CAPITAL · TALENT

An industry ecosystem,
measured in context.

Financial Services illustration
MEET THE COMPANIES

Explore Atlanta’s financial services leaders

24 featured companies from the funding, hiring, revenue and team-size leaderboards.

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Financial Services company highlights in Atlanta, snapshot 2 September 2026
Company
Piedmontpiedmontreit.com$1.82B—134$564.99MFYFY2025 filing
Columbia Property Trustcolumbia.reit$300M—164$300.57MFYFY2020 filing
Peachtree Grouppeachtreegroup.com$173.41M10 roles126—
Groundfloorgroundfloor.com$138.01M—70Financial figure available in RadarView in Radar
Preferred Apartments Communitiespacapts.com$91.6M—180$11.79MFYFY2019 filing
Angel Oak Capitalangeloakcapital.com$91.58M—105—
Safe-Guard Productssafe-guardproducts.com$60M—519—
Georgia Banking Companygeobanking.com$55M—80—
Aprioaprio.com—11 roles762—
Georgia\'s Own Credit Uniongeorgiasown.org—10 roles370—
Hiscoxhiscox.com—10 roles3,000—
dominiumdominium.com—8 roles18—
Federal Home Loan Bank of Atlantacorp.fhlbatl.com—7 roles430—
The Piedmont Groupthepiedmontgroups.com—7 roles134—
Trimonttrimontrea.com—7 roles376—
Americoldamericold.com——650$2.54BFYFY2025 filing
Angel Oak Mortgage Solutionsangeloakms.com——800—
Assurantassurant.com——13,727$12.81BFYFY2025 filing
Atlantic Americanatlam.com——142$188.23MFYFY2024 filing
Bitcoin Depotbitcoindepot.com——3$614.85MFYFY2025 filing
Cousinscousins.com——286$993.82MFYFY2025 filing
Delta Community Credit Uniondeltacommunitycu.com——1,106—
Federal Reserve Bank of Atlantafrbatlanta.org——1,757—
Invesco USinvescopowershares.com——5,330—
24 featured companies

Locked revenue figures are available in Radar; the eight company financial previews stay the same throughout this page. A dash means the figure is outside these featured lists. Revenue years vary by company; the figures are not a like-for-like revenue comparison. Compare annual accounts ↗

Company discovery

Recorded evidence only
THE KEY SIGNALS

Financial Services industry KPIs in Atlanta

A few useful ratios bring the size of this ecosystem into perspective.

2 September 2026
Hiring participation9.6%

54 of 560 tracked companies have open roles.

Funding participation6.1%

34 of 560 tracked companies have a recorded round.

Top 3 funding share78.3%

Share of disclosed capital received by the three largest recorded recipients.

Median disclosed round$5.62M

Midpoint of 41 rounds with a disclosed amount.

Scale is concentrated. Opportunity is broader. The three largest funding recipients hold 78.3% of disclosed capital, while 93.9% of tracked companies have no recorded funding round.

Explore the segments →
CAPITAL & COMPANY FORMATION

How Atlanta financial services has grown

Recorded company formation and disclosed funding across the complete annual series shown.

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2016 — 2025

Disclosed funding by year

Sum of recorded funding rounds · USD

Atlanta financial services
$0$112.88M$225.76M$338.64M$451.52M2016: $14.13M20162017: $315.34M20172018: $396.07M20182019: $3.31M20192020: $19.62M20202021: $55M20212022: $168.57M20222023: $6.89M20232024: $143.46M20242025: $28.8M2025
View the numbers
Annual financial services funding and company formation in Atlanta
YearFunding (USD)FoundedRaising
2016$14.13M173
2017$315.34M134
2018$396.07M196
2019$3.31M153
2020$19.62M122
2021$55M171
2022$168.57M64
2023$6.89M92
2024$143.46M62
2025$28.8M12
WHERE CAPITAL SITS

Funding concentration

Share of all disclosed company funding.

  • Piedmont62.2%
  • Columbia Property Trust10.2%
  • Peachtree Group5.9%
  • Other companies21.7%

Funding by stage

50 recorded rounds since 2016

NUMBER OF ROUNDS
Seed & Angel11 22.0%
Series A–B10 20.0%
Series C+ / PE12 24.0%
Grants, debt & other17 34.0%

Recent recorded rounds

Latest recorded rounds · USD
2 rounds

Swipe or scroll horizontally to browse.

Largest and notable recorded rounds

Each card is one recorded round
10 cards

Swipe or scroll horizontally to browse.

THE BUSINESS BEHIND THE ACTIVITY

Revenue, profitability & financial strength

Annual accounts for reporting companies linked to this landscape, on like-for-like currency and reporting bases.

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USD · millions · consolidated

Display conversions use the dated reference rates above. Where a verified rate is unavailable, figures retain their source currency. Each reporting cohort keeps its currency and accounting basis separate.

FY2025 · company accounts; aggregate reporting threshold not met · 5 reporting entities from 13 eligible matches.

Revenue in covered accounts—

Sum of reporting-entity revenue; not Atlanta market sales.

Net profit / loss—

Combined result for the same cohort.

Aggregate net margin—

Combined net income ÷ combined revenue.

Median company revenue—

The middle covered reporting entity.

Profitable entities—

None of 5 covered entities.

Top-five concentration—

Share of covered revenue from the five largest entities.

Annual account trend

Reported cohort totals by year; coverage is stated for every period.

Bar height shows revenue. Changes in coverage can affect totals.

Profitability has two perspectives

FY2025 · 5 reporting entities

Open the company accounts

Up to eight fixed company previews show financial amounts. Search and sort the wider company list, then continue in Radar.

5 reporting entities
Continue your financial research in Radar

Explore full company accounts and filings.

View financials in Radar ↗
ATLANTA · INDUSTRY COHORTS

How does financial services compare?

Each pair uses the same year, currency and reporting basis. Cohort overlap is disclosed.

IndustryCovered / eligibleRevenue totalMedian revenueNet profit / lossAggregate marginProfitable shareOverlap

Available-account cohorts are not estimates of whole industries. Overlapping entities can occur in more than one cohort; do not add cohort totals.

Coverage, calculations & financial sources

Filed annual accounts for exact designated national identifiers. Every aggregate and peer pair uses one fiscal year, source currency and reporting basis; periods, coverage and overlap are explicit; 2026 partials are excluded.

The same up to eight reporting entities remain open across years, filters and sorts. Other company figures are available in Radar.

Source currencies and accounting bases stay separate. Missing accounts are excluded rather than treated as zero. Exact reporting periods appear on company previews. Annual totals can change with coverage and do not measure growth of a fixed company cohort.

DIGITAL FOOTPRINT

Web traffic, app reach and release cadence

How the Atlanta companies on this page show up online: the sites people visit, the apps they install, and how often those apps ship.

Most-installed apps

19 of these companies (3.4%) publish at least one Android app — 22 apps in all, carrying 584K installs between them.

Installs are lifetime totals to date at the June 2026 store reading — a measure of reach, not of people using an app today.

App reach by segment

The busiest app inside each of this page’s own segments, with the quarterly release trend behind it (2023Q3–2025Q3).

SegmentAppsInstallsLeading appRelease trend
Service Providers To Banks29KElavon Commercial Card 8.4K
Insurance Underwriters27.6KSG Claims 6.7K
Services For Investment Industry2975Kingdom Advisors 931
Asset Management3171BIP ClientCare 153

A company can carry several segment tags, so these rows overlap and should not be added together. Trend lines are zero-based and share one quarter grid, so a flat line is a quiet segment, not a missing one.

Release cadence by quarter

New apps published, beside apps whose most recent update landed in that quarter — the second bar is how much of the shelf is still being maintained.

2023Q3: 22023Q3: 02023Q32024Q1: 12024Q1: 02024Q12024Q2: 22024Q2: 02024Q22025Q2: 12025Q2: 12025Q22025Q3: 12025Q3: 22025Q3

Darker bars are new releases, lighter bars apps updated. 22 of 22 apps carry a release date. The series ends at 2025Q3, the last quarter that closed before the June 2026 reading.

INSIDE THE INDUSTRY

The Atlanta financial services market map

Explore the segments behind the headline numbers.

Expand panel +

Where companies are building

Rank segments by scale, hiring or disclosed funding.

Nbfc lenders39
Inc 500016
Fintech11
Housing finance6
Enterprise tech6
Consumer digital6

Companies can sit in several segments. Counts and funding overlap.

SEGMENT TO EXPLORE

Nbfc lenders

The largest measured segment in this report snapshot.

39companies
5.1%have hiring activity

2 companies hiring · $98.36M disclosed funding

Explore in Radar

How companies make money

Common revenue models; a company can use more than one.

Fee-for-service321
Commission on transaction213
E-commerce - service45
Lending41
Subscription40
Advertising29
E-commerce - product18
Physical commerce5
THE COMPANIES IN MOTION

Who is listing, hiring leaders, launching and winning work

Recorded corporate activity linked to companies in this landscape.

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Recent corporate headlines 10 dated reports
Mergers & acquisitionsfrazierdeeter.com ↗

Atlanta-based Frazier & Deeter said Monday it has acquired Copeland Buhl

Mergers & acquisitionsinvesco.com ↗

Invesco Ltd. grew its position in Hercules Capital by 1.6% during the second quarter.

Mergers & acquisitionsearnestpartners.com ↗

Earnest Partners LLC boosted its stake in Valmont Industries by 1.7% during the 3rd quarter. Earnest Partners LLC now owns 399,388 shares of the industrial products company’s stock valued at $154,855,000 after purchasing an additional 6,799 shares in the last quarter.

Mergers & acquisitionsbisonwealth.com ↗

Bison Wealth LLC now owns 3,664 shares of the business services provider’s stock valued at $1,073,000 after purchasing an additional 681 shares during the last quarter.

Mergers & acquisitionsaprio.com ↗

Aprio, a global advisory and accounting firm, announced it acquired CAVU Advisors, a government contracting firm based in Columbia.

Mergers & acquisitionsdiversifiedtrust.com ↗

Diversified Trust Co. acquired a new stake in Plains All American Pipeline Lp (NASDAQ:PAA – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 34,221 shares of the company’s stock, valued at approximately $615,000.

Mergers & acquisitionspalmerandcay.com ↗

That brokerage, Third Wave Insurance, has acquired Palmer & Cay, an insurance and employee benefits brokerage in Atlanta.

Mergers & acquisitionstyjyoung.com ↗

Ty J. Young Wealth Management, a leading financial services firm, has acquired Cincinnati-based Senior Wealth Advisors.

Funding roundsbipwealth.com ↗

BIP Wealth, an Atlanta-based RIA, has received a minority investment from Constellation Wealth Capital (CWC) to support its growth objectives.

Mergers & acquisitionsassurant.com ↗

Assurant’s acquisition of RL Circular Operations expands reverse logistics and circular economy capabilities across Australia and New Zealand, strengthening post-purchase and device lifecycle services within its Connected Living platform.

Full recorded event mix

Top 10 categories among 398 recorded events in the 24-month window.

Leadership moves
124
Earnings
99
Mergers & acquisitions
80
Asset acquisitions
31
Company announcements
13
Capital infusions
11
Buyback
7
Contracts
7
Funding rounds
5
Board Updates
4
7 activity cards

Swipe or scroll horizontally to browse.

IPO pipeline

1 companies with recorded IPO activity

Follow-on Offering · NYSE2 reports

Leadership moves

45 tracked people moves

Jackson Wood

Promotion Client Advisor

Caleb Wilson

Promotion Client Advisor

Daniel Ravitz

Promotion Client Advisor

John Anzalone

Retirement Previously Chief Executive Officer

David Lyle

Appointment President

Kevin Collins

Appointment Chief Executive Officer

Mike Morey

Appointment executive vice president of capital markets

Michael Cohn

Appointment Chief Financial Officer

Product launches

Products, platforms and features in the recorded window

SignatureFD ↗
AutographFD

tax‑advantaged private placement life insurance platform

Workforce actions

1 companies with reported reductions

Invesco ↗

Scale not stated rolesliquidity issues

Regulatory events

6 recorded events

Invesco ↗

approved acquisition of shareholdingCCI

Invesco ↗

approvedCCI

Invesco ↗

approved change in controlSebi

Invesco ↗

Extended statutory management periodCommissioner of Insurance

Litigation

5 tracked suits

Company
Manulife’s CQS, Algebris Funds, Deltroit Asset Management v invesco, man group, strategic value partners, Diameter

Non-pro rata debt restructuring dispute alleging anti-competitive conductAntitrust · Filed

Company
insurance regulatory authority v invesco

liquidation orderRegulatory · Ongoing

Earnings pulse

Reported company results in the recorded window.

11companies
116period observations
7.2%median reported growth

Median across 42 reported growth observations; companies may contribute multiple periods.

Mergers and acquisitions

Company-linked deal reports; status is preserved as recorded.

Acquirer → targetStatusDateValue / context
Frazier Deeter→Copeland BuhlAnnounced2026-05-04Not stated in snapshot
Invesco→hercules capitalAnnounced2026-04-28$1.4M
Invesco→regeneron pharmaceuticalsCompleted2026-04-23$834.7M
Invesco→valmont industriesCompleted2026-04-18$164.0M
EARNEST Partners→valmont industriesCompleted2026-04-18$154.9M
Third Wave Insurance→Palmer And Cay ↗Completed2026-04-13Not stated in snapshot

A discussion or rumour is not a completed transaction. An unstated value is not zero.

PEOPLE & OPPORTUNITY

The talent market

2,549 postings in the preceding 12 months. The full 3,713-posting snapshot covers 67 employers.

Expand panel +

Most advertised job titles

Room Attendant118
English And History Teacher89
Math And Science Teacher83
Night Auditor61
Guest Service Agent52
Science Teacher52
0 internship postings

14 tracked postings mention remote work.

The seniority mix

1,139 postings specify a level.

unspecified
2,574
manager
664
senior
359
intern
51
lead
49
entry
16

Skills employers mention

Top skills across 3,713 tracked postings in the available jobs snapshot.

Excel
54
Microsoft Office Suite
28
Outlook
23
Word
21
Netsuite
19
Ramp
16
Quickbooks Online
16
Xero
16
Sage Intacct
14
Microsoft Office
13
ADVERTISED PAY$66.8K/ year

Median across 603 postings with pay data, expressed in USD.

Salary by seniority

manager$100.0K/ year127 postings
senior$115.0K/ year115 postings

Advertised posting medians do not describe all employees or roles.

THE PEOPLE BUILDING THE FIELD

Founders and leaders

146 founders and chief executives across 117 companies.

Expand panel +
12 profiles

Swipe or scroll horizontally to browse.

Education networks

10 profiles with education records.

Columbia Business School
2
Harvard Business School
2
INSEAD
1
University of Michigan - Stephen M. Ross School of Business
1
Harvard University
1
Duke University
1
London School of Economics and Political Science
1
Princeton University
1

Prior employers

2 profiles with prior-work records.

Profiles cover recorded founders and leaders; contact details remain in Radar.

NEWS INTELLIGENCE

How this industry appears in the news

38,891 articles in the measured 12-month window.

Expand panel +
38,891articles in the measured year
5,119articles in 2026Q2
61.8%positive tone in the latest complete year

News volume trends

Financial Services coverage tagged Atlanta · articles per complete quarter

04,5239,04613,57018,0932021Q2: 9,3552021Q22021Q3: 10,1232021Q4: 8,2812022Q1: 9,0542022Q2: 8,5262022Q22022Q3: 8,5312022Q4: 9,7202023Q1: 7,9342023Q2: 8,2982023Q22023Q3: 10,4282023Q4: 9,4792024Q1: 14,5672024Q2: 10,9722024Q22024Q3: 14,4332024Q4: 12,5072025Q1: 15,7332025Q2: 9,8662025Q22025Q3: 15,3112025Q4: 8,1562026Q1: 10,3052026Q2: 5,1192026Q2
View quarterly article counts
QuarterArticles
2021Q29,355
2021Q310,123
2021Q48,281
2022Q19,054
2022Q28,526
2022Q38,531
2022Q49,720
2023Q17,934
2023Q28,298
2023Q310,428
2023Q49,479
2024Q114,567
2024Q210,972
2024Q314,433
2024Q412,507
2025Q115,733
2025Q29,866
2025Q315,311
2025Q48,156
2026Q110,305
2026Q25,119

Article volume measures coverage, not market sales.

Tone of coverage over time

2021
18,679 positive · 368 neutral · 11,846 negative
2022
22,504 positive · 508 neutral · 12,744 negative
2023
23,336 positive · 564 neutral · 12,176 negative
2024
34,161 positive · 886 neutral · 17,333 negative
2025
30,245 positive · 1,015 neutral · 17,695 negative

Leading coverage topics

Financial Services coverage tagged Atlanta · ranked by full-period article count.

Administrative And Political Subdivisions4,359,394 articles in the full recorded period
929,770 recent · 795,452 prior
Geopolitical Disputes And Contested Areas320,888 articles in the full recorded period
106,788 recent · 82,223 prior
International And Transnational Geographic Entities320,721 articles in the full recorded period
106,735 recent · 82,154 prior
Cryptocurrency Impact On Forex Markets235,672 articles in the full recorded period
62,307 recent · 62,419 prior
International Political Relations229,321 articles in the full recorded period
59,667 recent · 58,162 prior
Security And Defense Policies163,673 articles in the full recorded period
47,390 recent · 40,421 prior
Professional League Updates159,324 articles in the full recorded period
35,556 recent · 38,726 prior
Athlete Transfer Rumors116,408 articles in the full recorded period
26,576 recent · 29,688 prior
Patent Law & Innovation Protection114,401 articles in the full recorded period
235 recent · 28,813 prior
International Relations And Diplomacy102,516 articles in the full recorded period
24,178 recent · 26,630 prior

Recent and prior counts use the source comparison windows.

Topics gaining and losing attention

United States comparison coverage

KeywordRecentPriorChange
investment deal10,6573,498205%
stablecoin fx impact10,5427,47041%
etf trading6,8653,94774%
private equity6,4711,648293%
oil price volatility6,3083,81565%
share price5,9683,36677%
etfs5,9573,42474%
sector etfs5,7153,30573%
etf structures5,3852,98181%
etf products5,3132,85886%
patent claims14128,788-100%
patent prosecution14128,787-100%
patent examination13928,774-100%
litigation defenses11428,766-100%
tariff negotiations14,84225,875-43%

Event and signal lenses

United States comparison coverage

All complete annual cohorts shown
Rising

Regulatory Risk

3,333,458 classified articles

territories, disputed islands, monetary easing

44.8% critical · 25.2% positive
Rising

Funding Momentum

660,994 classified articles

inflation reports fx, currency intervention policies, trade deficits fx

39.9% critical · 41.4% positive
Rising

Growth

935,055 classified articles

gdp growth forex, earnings report, inflation reports fx

38.8% critical · 40.9% positive

Financial Services coverage tagged Atlanta. Topic labels describe recorded classifications and can include broad context.

UNDERSTAND THE LANDSCAPE

Financial Services in Atlanta: key questions

Clear definitions for making better comparisons.

What does this landscape measure?

It measures the tracked company ecosystem, recorded funding, hiring and other available evidence. It is not a market-size estimate.

Can segment counts be added together?

No. A company can belong to several segments, so segment counts and funding can overlap.

What does a missing figure mean?

A dash or unavailable panel means the current reviewed source snapshot does not support that figure.

Company ecosystem snapshot: 2 September 2026. Funding is recorded in USD; filed accounts retain their stated currency and reporting basis. Each section identifies its own coverage. The news and research behind these sections is explorable in Prism.

Canonical landscape ↗
Coming soon