101 Best Arizona Financial Services Companies and Startups

June 20, 2022
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This article showcases our top picks for the best Arizona based Financial Services companies. These startups and companies are taking a variety of approaches to innovating the Financial Services industry, but are all exceptional companies well worth a follow.

We tried to pick companies across the size spectrum from cutting edge startups to established brands.

We selected these startups and companies for exceptional performance in one of these categories:

  • Innovation
    • Innovative ideas
    • Innovative route to market
    • Innovative product
  • Growth
    • Exceptional growth
    • Exceptional growth strategy
  • Management
  • Societal impact

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Top Arizona Financial Services Startups

Data sourced from Crunchbase and SemRush.

Trinity Capital

Trinity Capital

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Trinity Capital is a provider of venture debt and equipment financing, to venture-backed companies with institutional equity investors.

Wealth

Wealth

Crunchbase Website Twitter Facebook Linkedin

Wealth is a comprehensive digital estate planning platform.

Wealth

STORE Capital

Crunchbase Website Twitter Facebook Linkedin

STORE Capital is one of the largest and fastest growing net-lease REITS in United states.

Wealth

Rivia Health

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Rivia Health brings efficiency to healthcare patient payments.

Wealth

Radpay

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Radpay is a developer of an online payment platform designed to provide merchant payment services.

Wealth

Monetary Metals

Crunchbase Website Twitter Facebook Linkedin

Monetary Metals is a financial services company that specializes in the fields of gold, investing, and financing.

Wealth

BusyKid

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BusyKid is a revolutionary system for chores and allowance that teaches your kids financial literacy and responsibility.

Wealth

ClickIPO

Crunchbase Website Twitter Facebook Linkedin

ClickIPO is a financial services that specializes in the fields of initial public offerings, securities, software, IPO, and investing.

Wealth

Uncommon Giving

Crunchbase Website Twitter Facebook Linkedin

Uncommon Giving is a digital financial services company that provides innovative financial solutions for profit businesses.

Wealth

CommLoan

Crunchbase Website Twitter Facebook Linkedin

CommLoan’s passion for technology guarantees that you are always matched with the best possible commercial loan.

Wealth

Seedscout

Crunchbase Website Twitter Facebook Linkedin

Seedscout is building the common app for raising capital.

Wealth

Hypur

Crunchbase Website Twitter Facebook Linkedin

Hypur automates several procedures, guaranteeing policy consistency and allowing personnel to focus on helping clients.

Wealth

IDX Insights

Crunchbase Website Twitter Facebook Linkedin

Fintech Direct Indexing/Index as a Service (“IaaS”) provider in the Digital Assets space.

Wealth

GreenPath Financial Wellness

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GreenPath is a national nonprofit that supports people’s lifelong financial wellness.

Wealth

Token IQ

Crunchbase Website Twitter Facebook Linkedin

They at Token IQ is a financial services company that specializes in fintech, cryptocurrency, and compliance.

Keap

QuickBooks

Crunchbase Website Twitter Facebook Linkedin

Intuit QuickBooks is small business financial software supporting start-ups track, organize, and manage their finances. Intuit also created ProSeries as a way for professionals to prepare tax returns efficiently and quickly.

Wealth

Metro Phoenix Bank

Crunchbase Website Twitter Facebook Linkedin

Metro Phoenix Bank strives to become one of Phoenix’s premier providers of consistent,predictable .

Wealth

FiWize

Crunchbase Website Twitter Facebook Linkedin

FiWize widens banks’ branding reach to target retail automobile customers looking for refinancing or lease buyout loans across the country.

Wealth

Green Seed Investments

Crunchbase Website Twitter Facebook Linkedin

Green Seed Investments is an investment company that invests in new early stage technology and industries.

Wealth

Early Warning

Crunchbase Website Twitter Facebook Linkedin

Early Warning is known throughout the financial services.

Wealth

iJoin Success

Crunchbase Website Twitter Facebook Linkedin

iJoin Success is a financial services company that offers investments and retirement plan technologies.

Wealth

LOANATIK.Com

Crunchbase Website Twitter Facebook Linkedin

Making Mortgage Lending Fun & Easy

Wealth

THE DATA INITIATIVE

Crunchbase Website Twitter Facebook Linkedin

Data/Software-as-a-Service (D/SaaS), Regulatory-Technology (RegTech)

Wealth

Skookii

Crunchbase Website Twitter Facebook Linkedin

Free School Payments Platform. First K12 PayFac with a proprietary KYC that allows schools to onboard in 20 minutes.

Wealth

Horizon Community Bank

Crunchbase Website Twitter Facebook Linkedin

Horizon Community Bank provides high-touch, custom financial services.

Wealth

Lido Advisors

Crunchbase Website Twitter Facebook Linkedin

Lido Advisors is an investment management company that provides wealth management and philanthropy advisory services.

Wealth

Grayhawk Capital

Crunchbase Website Twitter Facebook Linkedin

Grayhawk Capital provides venture capital to outstanding early and growth stage companies located in the Southwest.

Wealth

Pocket Teller

Crunchbase Website Twitter Facebook Linkedin

Pocket Teller is a developer of a mobile application and financial card for providing financial services.

Wealth

Crypto Makr

Crunchbase Website Twitter Facebook Linkedin

Community crypto project/fintech company.

Wealth

Chronos Technologies

Crunchbase Website Twitter Facebook Linkedin

Family owned, Globally accessible.

Wealth

MRTNZ Ventures

Crunchbase Website Twitter Facebook Linkedin

MRTNZ Ventures is a venture capital firm.

Wealth

Owner Builder Loans

Crunchbase Website Twitter Facebook Linkedin

Owner Builder Loans is a family-owned company that provides construction loans to individuals who want to build their own homes.

Wealth

Dash Core Group

Crunchbase Website Twitter Facebook Linkedin

Dash is the e-commerce and payments-focused digital currency.

Wealth

LDIntelligence

Crunchbase Website Twitter Facebook Linkedin

LDIntelligence is a financial services firm specializing in delivering solutions to the retirement plan industry.

Wealth

Western Alliance Bank

Crunchbase Website Twitter Facebook Linkedin

Western Alliance Bank operates full-service banking divisions: Alliance Bank of Arizona, Bank of Nevada, Bridge Bank.

Wealth

ExitNest

Crunchbase Website Twitter Facebook Linkedin

ExitNest allows homeowners to get the best cash-offer for their homes from qualified investors.

Wealth

VensureHR

Crunchbase Website Twitter Facebook Linkedin

VensureHR is a human resources company that provides workers compensation insurance and administrative assistance services.

Wealth

Uplinq

Crunchbase Website Twitter Facebook Linkedin

Saas, Automated Bookkeeping, Financial Intelligence

Wealth

Cornerstone Advisors

Crunchbase Website Twitter Facebook Linkedin

Cornerstone Advisors brings some of the brightest and most seasoned professionals to the new world of banking.

Wealth

Currency

Crunchbase Website Twitter Facebook Linkedin

Currency provides technology for transactions by connecting buyers, sellers, and lenders through our point-of-sale platform.

Wealth

The Najafi Companies

Crunchbase Website Twitter Facebook Linkedin

The Najafi Companies is an entrepreneurially-driven private investment firm that makes investments across industries.

Wealth

Cray Pay

Crunchbase Website Twitter Facebook Linkedin

Earn instant Cashback with mobile Payments

Wealth

Aurora Payments

Crunchbase Website Twitter Facebook Linkedin

Aurora Payments is a financial service provider.

Wealth

eFunds Corporation

Crunchbase Website Twitter Facebook Linkedin

eFunds Corporation is a payments services company.

Wealth

AVANA Capital

Crunchbase Website Twitter Facebook Linkedin

AVANA Capital is a finance lender focused on providing loans for small businesses.

Wealth

BillingTree

Crunchbase Website Twitter Facebook Linkedin

BillingTree is a payment technology company that helps organizations get paid using a variety of payment channels.

Wealth

PersonaFi

Crunchbase Website Twitter Facebook Linkedin

Get the information you need and want at your fingertips so that you don’t miss out on the next great trade or investment opportunity.

Wealth

DriveTime

Crunchbase Website Twitter Facebook Linkedin

DriveTime Automotive Group is a dealer helping people with credit issues purchase a vehicle of their choice.

Wealth

Exact Payments

Crunchbase Website Twitter Facebook Linkedin

Exact Payments is a payment gateway service provider.

Wealth

Sigma401k

Crunchbase Website Twitter Facebook Linkedin

Sigma401k is an investment advisory and technology firm.

Wealth

True North Consultants

Crunchbase Website Twitter Facebook Linkedin

True North Consultants is a Sourcing capital for builders of senior/assisted living facilities

Wealth

BEST Athlete Management

Crunchbase Website Twitter Facebook Linkedin

BEST Athlete Management, Inc., “BEST” presents a unique opportunity for strategic investors.

Wealth

MTH Mortgage, a partnership of imortgage and Meritage Homes

Crunchbase Website Twitter Facebook Linkedin

MTH Mortgage is a financial services company offering home loan services.

Wealth

JR Capital

Crunchbase Website Twitter Facebook Linkedin

JR Capital provides strategic working capital, business loans, equipment financing, and startup loans to grow businesses.

Wealth

Annexus

Crunchbase Website Twitter Facebook Linkedin

Annexus Group is a financial services firm that provides income development, distribution, and accumulation services.

Wealth

Integro Bank

Crunchbase Website Twitter Facebook Linkedin

Integro Bank evaluate risks to provide unique and authoritative consultative advice and capital to fuel business growth and employment.

Wealth

FiREapps

Crunchbase Website Twitter Facebook Linkedin

THE PLATFORM BUSINESS LEADERS TRUST FOR CURRENCY ANALYTICS INTELLIGENCE

Wealth

Black Dog Venture Partners

Crunchbase Website Twitter Facebook Linkedin

Black Dog Venture Partners provides venture capital consulting, corporate finance, business development services

Wealth

Blueacorn

Crunchbase Website Twitter Facebook Linkedin

Blueacorn provides financial services and a platform for small businesses including freelancers and independent contractors, among others.

Wealth

Sonoran Financial Services

Crunchbase Website Twitter Facebook Linkedin

Sonoran Financial Services is a financial services company that specializes on expand into the pre-owned vehicle market.

Wealth

Cash Time Loan Centers

Crunchbase Website Twitter Facebook Linkedin

Cash Time Loan Centers is an online marketplace that provides title loans, personal loans and registration loans.

Wealth

Capital Drip

Crunchbase Website Twitter Facebook Linkedin

Capital Drip provides term loans, SBA loans, equipment leasing, vendor programs, equipment financing, and debt consolidation loans services.

Wealth

RevTek Capital

Crunchbase Website Twitter Facebook Linkedin

RevTek Capital provides lines of credit for early stage recurring revenue growth companies across the US.

Wealth

Computer Guidance Corporation

Crunchbase Website Twitter Facebook Linkedin

Computer Guidance Corporation is a computer software company that offers financial and accounting services.

Wealth

CASH 1

Crunchbase Website Twitter Facebook Linkedin

CASH 1 offers installment loans, title loans, and personal loan services.

Wealth

theignitionproject.com

Crunchbase Website Twitter Facebook Linkedin

theignitionproject.

Wealth

Lifeback Investing Club

Crunchbase Website Twitter Facebook Linkedin

Lifeback Investing Club is a property investment company that helps to invest in real estate and build wealth.

Wealth

DeBenedetti & Co

Crunchbase Website Twitter Facebook Linkedin

DeBenedetti & Co specializes in offering a comprehensive range of services in tax preparation, retirement, financial planning & insurance.

Wealth

Arizona Smart Cash

Crunchbase Website Twitter Facebook Linkedin

Arizona Smart Cash is a loan agency that offers payday loans, auto loans, mortgage referrals, and cash in advance services.

Wealth

USFINANCIALFREEDOM

Crunchbase Website Twitter Facebook Linkedin

Credit Card Debt Settlement & Debt Consolidation program at US FINANCIAL FREEDOM to reduce or settle your credit card debt.

Wealth

A & E Amazing Solutions

Crunchbase Website Twitter Facebook Linkedin

A & E Amazing Solutions is an advisory firm that provides consulting services to improve credit scores for defaulters.

Wealth

First Liberty Home Mortgage LLC

Crunchbase Website Twitter Facebook Linkedin

FLHM is a full-service mortgage broker with an experienced staff offering expertise in every area of mortgage lending.

Wealth

May Himmer & Co

Crunchbase Website Twitter Facebook Linkedin

May Himmer & Co is a full-service tax, accounting and business consulting firm with book-keeping, financing and payroll solutions.

Wealth

Clear Skies Financial

Crunchbase Website Twitter Facebook Linkedin

Clear Skies Financial provides insurance and risk management, tax strategies, estate, legacy, retirement and wealth planning services.

Wealth

Predicate Wealth Partners

Crunchbase Website Twitter Facebook Linkedin

Predicate Wealth Partners is an investment firm.

Wealth

Kramer & Kramer

Crunchbase Website Twitter Facebook Linkedin

Kramer & Kramer is a financial, retirement, estate and investment planning firm.

Wealth

Lazarow Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Lazarow Wealth Management provides funding, ancillary, financial life mapping, retirement planning, portfolio and asset management services.

Wealth

Martin Financial Solutions

Crunchbase Website Twitter Facebook Linkedin

Martin Financial Solutions provides wealth and financial solutions through research and in-depth analysis.

Wealth

Ensign Partners

Crunchbase Website Twitter Facebook Linkedin

Ensign Partners offers support and advice in legal, financial, insurance, tax, and technology to help businesses operate effectively.

Wealth

BHFC Financial Services

Crunchbase Website Twitter Facebook Linkedin

BHFC Financial Services Inc provide solutions to car financing needs and allows payments for vehicle a lot more convenient.

Wealth

ResidualLending.com

Crunchbase Website Twitter Facebook Linkedin

Leader in making residual based loans to ISO’s and Agents Fast, Simple and Flexible.

Wealth

Arredondo & Arredondo Insurance

Crunchbase Website Twitter Facebook Linkedin

Arredondo & Arredondo Insurance provides auto, condo, renters, boat, flood, motorcycle, vehicle, and life insurance services.

Wealth

Mahon Accounting

Crunchbase Website Twitter Facebook Linkedin

Mahon Accounting specializes in tax planning, tax preparation, bookkeeping, small business accounting, quick books and payroll services.

Wealth

CPR Investing

Crunchbase Website Twitter Facebook Linkedin

CPR Investing provides a wide range of financial services that include wealth management, investments, insurance, and retirement planning.

Wealth

Desert Equity Lending

Crunchbase Website Twitter Facebook Linkedin

Desert Equity Lending is a finance company that offers refinancing, loans, and outstanding mortgage services.

Wealth

Tax Express

Crunchbase Website Twitter Facebook Linkedin

Tax Express is a financial firm that provides tax management, accounting, bookkeeping, payroll, and business consulting services.

Wealth

Nogales Community Development

Crunchbase Website Twitter Facebook Linkedin

Nogales Community Development provides financial services

Wealth

Conover Asay Cpas

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Conover Asay Cpas is a specialize in Accounting, CPA, CCIFP, Construction Accounting, Assurance, Tax, Tax Planning, Concierge Accounting.

Wealth

Cailean CPA & Business Consultant

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Cailean CPA & Business Consultant provides accounting, financial planning, payroll, retirement planning, taxation and consulting services.

Wealth

FORM Prosperity Wealth Advisors

Crunchbase Website Twitter Facebook Linkedin

FORM Prosperity Wealth Advisors specializes in investments, bonds, retirement planning, estate planning, life, and long-term insurances.

Wealth

Lisa L. Bradley

Crunchbase Website Twitter Facebook Linkedin

Lisa L. Bradley is an accounting firm.

Wealth

Legacy Equity Partners

Crunchbase Website Twitter Facebook Linkedin

Legacy Equity Partners is a financial advisory firm.

Wealth

A.M. Tax & Accounting

Crunchbase Website Twitter Facebook Linkedin

A.M. Tax & Accounting offers services that includes tax preparation, payroll, bookkeeping, accounting, consulting and financial services.

Wealth

June’s Tax Accounting

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June’s Tax Accounting is an accounting firm that provides tax management, accounting, audits, financial statements and planning services.

Wealth

Dobbins Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Dobbins Wealth Management offers investment, retirement, money management, tax planning, bookkeeping, and estate planning services.

Wealth

JJ Swart & Company

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JJ Swart & Company provides accounting, tax and financial management services for individuals and businesses.

Wealth

Loans Search

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Provides homeowners with a loans service

Wealth

Roberts Alexonis Group

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Roberts Alexonis Group offers a broad range of accounting, audits, payroll, taxation and employee benefits services for various industries.

Wealth

Intent Mortgage

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Intent Mortgage offers FHA, VA, and conventional loans to home buyers and investors also provides information on weekly mortgage rates.

Wealth

Mansperger, Patterson & McMullin

Crunchbase Website Twitter Facebook Linkedin

Mansperger Patterson & McMullin offers accounting, bookkeeping, payroll, auditing, tax planning, quickbooks and consulting services.

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