101 Best District Of Columbia Financial Services Companies and Startups

April 12, 2022
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This article showcases our top picks for the best District Of Columbia 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 District Of Columbia Financial Services Startups

Data sourced from Crunchbase and SemRush.

Fundrise

Fundrise

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Fundrise offers an alternative to investing in stock and bonds, the first low-cost, and direct private market investment built.

The Carlyle Group

The Carlyle Group

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The Carlyle Group is a global private equity firm that caters to early and later stage companies.

The Carlyle Group

Village Capital

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Village Capital builds bridges for entrepreneurs who are creating an inclusive and sustainable world.

The Carlyle Group

Jia Finance

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Jia Finance is an online lender that provides mortgages for foreigners investing in residential real estate in the US

The Carlyle Group

Fonbnk

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Fonbnk is a new distributed finance company enabling a frictionless, financial onramp for emerging markets.

The Carlyle Group

Pie Insurance

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Pie Insurance is a leading tech-enabled provider of workers’ compensation insurance to small businesses.

The Carlyle Group

Sayari Labs

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Sayari Labs is a provider of financial intelligence and supply chain risk solutions for analysts and investigators.

The Carlyle Group

MPOWER Financing

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MPOWER Financing is a social benefit corporation financing domestic and international students.

The Carlyle Group

Loop

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Loop Insurance uses AI-technology, big data, and telematics to create more fairly priced insurance products.

The Carlyle Group

Securrency

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Securrency delivers financial technology products for the tokenized issuance and trading of securities.

The Carlyle Group

THE WORLD BANK

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The World Bank Group provides financial and technical assistance to developing countries.

The Carlyle Group

International Finance Corporation

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International Finance Corporation is a private equity and venture capital subsidiary focused on the private sector in developing countries.

The Carlyle Group

Customers Bank

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Customers Bank offers commercial, consumer, and specialty banking services.

The Carlyle Group

Ledger Investing

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Ledger Investing is an online marketplace powering interactions between investors and insurance carriers.

The Carlyle Group

Sparkfund

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Sparkfund powers organizations by providing access to the latest energy technology.

The Carlyle Group

Savi

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A unique student loan wellness platform that uses financial technology to help employees understand, optimize, and repay their student debt.

The Carlyle Group

The Wealth Factory

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Financial Literacy Education Technology Games, Curriculum, and FinTech Products

The Carlyle Group

SaaS Ventures

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SaaS Ventures is a seed stage venture capital fund focused on enterprise tech.

The Carlyle Group

Fenway Summer Ventures

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Venture firm backing companies tackling challenges at the intersection of finance & technology.

The Carlyle Group

Consilient

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Consilient reinvents AML/CFT through a behavioral-based Federated Machine Learning, enabling collaboration while enhancing privacy.

The Carlyle Group

Caribou

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Caribou is transforming consumers’ financial relationship with their cars

The Carlyle Group

Paladin Capital Group

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Paladin is a global investor that supports innovative technology companies through venture investment and growth capital.

The Carlyle Group

United Income

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Our extraordinary team builds elegant money management technology solutions dedicated to bringing our members’ retirement dreams to life.

The Carlyle Group

GlobalGiving

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GlobalGiving is an online marketplace that allows donors to find and fund grassroots projects that appeal to their specific interests.

The Carlyle Group

Localvest

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Localvest is a SaaS investor communications platform.

The Carlyle Group

Oliver Technology Corporation

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Oliver Technology Corporation is a SaaS Enabled Marketplace that allows banks to manage and oversee legal collections from beginning to end.

The Carlyle Group

Latino Economic Development Center

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Latino Economic Development Center provides microloans, business advice, and credit building for small startups.

The Carlyle Group

FINCA Impact Finance

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FINCA Impact Finance is provides socially responsible financial services to enable low-income individuals and communities.

The Carlyle Group

Prime Dash

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Prime Dash offers business financial software.

The Carlyle Group

Fannie Mae

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Fannie Mae is supporting today’s economic recovery and helping to build a sustainable housing finance system.

The Carlyle Group

Purefy

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Purefy is a provider of student loan refinancing.

The Carlyle Group

WalletHub

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WalletHub is a leading personal finance website that helps consumers make smarter financial decisions.

The Carlyle Group

Steward Partners Global Advisory

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Steward Partners Global Advisory is a Washington-based financial service provider.

The Carlyle Group

Revolution’s Rise of the Rest Seed Fund

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Revolution’s Rise of the Rest Seed Fund, part of the DC-based venture capital firm Revolution, invests in seed- and early-stage companies.

The Carlyle Group

New Crop Capital

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Private venture capital firm investing in entrepreneurs whose products or services replace foods derived from animal agriculture.

The Carlyle Group

Cryptorama

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Cryptocurrency & Stock Investment Social Media Platform

The Carlyle Group

ACON Investment

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ACON Investments is an international private equity investment firm managing capital through varied investment funds.

The Carlyle Group

FINRA

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The Financial Industry Regulatory Authority (FINRA) is an independent regulator for securities firms doing business in the U.S.

The Carlyle Group

EMVC

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EMVC is a fintech venture capital firm investing in India and other high-growth emerging markets.

The Carlyle Group

Onward Financial

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Onward was a financial wellness benefit that employers can offer to assist their workforce in building a financial cushion for themselves.

The Carlyle Group

SineWave Ventures

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SineWave Ventures provides early-stage investment capital to technology companies across commercial and public sectors.

The Carlyle Group

Revolution Ventures

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Revolution Ventures, part of the venture capital firm Revolution, invests in early-stage companies around the country.

The Carlyle Group

American Bankers Association

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ABA is a banking trade association of community, regional, and money center banks, holding companies.

The Carlyle Group

Revolution Growth

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Revolution Growth is part of the venture capital firm Revolution that invests in growth stage companies around the country.

The Carlyle Group

U.S. International Development Finance Corp

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U.S. International Development Finance Corp is America’s development bank.

The Carlyle Group

U.S. Securities and Exchange Commission

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SEC holds primary responsibility for enforcing the federal securities laws and regulating the securities industry.

The Carlyle Group

Aurarius Investment Group

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Aurarius Investment Group offers targeted investments in high-tech agriculture and green energy projects.

The Carlyle Group

C5 Capital

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C5 is a specialist technology investment firm that invests in cybersecurity, cloud infrastructure, data analytics, energy and space.

The Carlyle Group

Accolade Partners

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Accolade Partners is a venture capital and growth equity fund of funds.

The Carlyle Group

National Foundation for Credit Counseling

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National Foundation for Credit Counseling is the nonprofit dedicated to improving people’s financial well-being.

The Carlyle Group

REIT

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REIT, or Real Estate Investment Trust, is a company that owns and also finances income-producing real estate.

The Carlyle Group

Clear Chain Travel

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Travel industry fintech using blockchain and automation technology to revolutionize multi-party financial settlements

The Carlyle Group

Caribou

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Caribou develops a payment platform that puts drivers in control of their auto finances.

The Carlyle Group

Inca Digital

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Inca Digital is an open-source intelligence company building data analytics tools for the digital asset ecosystem.

The Carlyle Group

Wellthi

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Wellthi is a fintech company.

The Carlyle Group

Inter American Development Bank

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Inter American Development Bank helps organizations and their communities increase and extend their wellness.

The Carlyle Group

ShareBuilder

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Online investing, without the clutter. That’s what we help you do here at Capital One® ShareBuilder®.

The Carlyle Group

DHS Group

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DHS Group is a private equity and venture capital investments firm.

The Carlyle Group

The Rock Creek Group

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The Rock Creek Group is a leading, highly respected global investment and advisory firm that provides our investors with solutions

The Carlyle Group

Humble Ventures

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Humble operates as an inclusive approach to venture capital by democratizing access to opportunity.

The Carlyle Group

Geyser Advisors

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Geyser Advisors is an independent strategic advisory and private equity placement firm that provides services to company executives.

The Carlyle Group

BFY Capital

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BFY Capital is a financial service company that provides growth capital for consumer brands.

The Carlyle Group

NORTH-RICA RISK CONSULTING

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NORTH-RICA RISK is a Corporate Risk Analysis Consulting Firm

The Carlyle Group

Suitless

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Suitless provides back-office services and support to small and medium-sized businesses.

The Carlyle Group

CNS Global Advisors

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CNS Global Advisors is a business development financial advisor.

The Carlyle Group

VA Car Insurance

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Insurance has never been easier with VA Car Insurance.

The Carlyle Group

Davis and Son’s Tax Service

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Davis and Son’s Tax Service is a company which provides tax preparation services to individuals and corporate sectors.

The Carlyle Group

TW Capital Group

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TW Capital Group is an advisory firm that provides financial and strategic advisory services to businesses across various industries.

The Carlyle Group

X-press Refund Tax Service

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X-press Refund Tax Service provides financial and accounting services.

The Carlyle Group

Abigail Adams National Bank

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The Bank attracts deposits from the general public and uses those funds to originate a variety of commercial and consumer loans.

The Carlyle Group

Wilog Income Tax and Financial Service

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Wilog Income Tax and Financial Service specialize in accounting, payroll, notary public, retirement planning, tax preparation & consulting.

The Carlyle Group

International Investor

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International Investor is a television program that broadcasts currency trading, international market, and global economic news.

The Carlyle Group

Harbass

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Harbass specializes in external debt advisory, procurement support, and countertrade services to the government sector.

The Carlyle Group

Municipal Guarantee Fund

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Municipal Guarantee Fund provides finance and assets to banks, insurance companies and other financial institutions.

The Carlyle Group

Community Bank Mortgage

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Community Bank Mortgage is a cooperative-style venture that leverages the power of joint ownership.

The Carlyle Group

DATA Authority

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DATA is a 501(c)6 Delaware organization with primary bases in Washington DC and London, tasked with leading regulatory, best practices.

The Carlyle Group

B&C Consortia Management

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B&C Consortia Management deals with wide range of regulatory service, administration, communication & financial services

The Carlyle Group

Kronzek Fisher & Lopez

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Kronzek Fisher & Lopez provides financial services such as auditing, accounting, taxation, retirement, estate and college planning.

The Carlyle Group

Malmgren & Associates

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Malmgren & Associates offers business capital, real estate financing, managerial consulting, litigation support, and advisory services.

The Carlyle Group

Ross Financial Services Inc

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Ross Financial Services, Inc. a private investigations firm serving law firms, businesses, investors and government agencies.

The Carlyle Group

Dagley & Co

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Dagley & Co provides accounting, reporting, payroll, tax and financial consulting services to small and medium-sized companies.

The Carlyle Group

First Federal Savings Bank of Washington

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First Federal Savings Bank of Washington offers internet banking, Financial services and loan associations services in Washington, Indiana.

The Carlyle Group

Finio Tools

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Spendology’s Online Financial Calculators

The Carlyle Group

Ullico solutions for the Union workplace

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Ullico solutions for the Union workplace is a financial services company that deals with insurance services.

The Carlyle Group

Best Loans

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Best Loans provides commercial and residential loan services.

The Carlyle Group

Payment LAW Advisor

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The payments industry continues to undergo dynamic change along many dimensions for example, the macroeconomic environment, product design.

The Carlyle Group

International Monetary Fund

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International Monetary Fund is an international financial institution that promotes global economic growth and financial stability.

The Carlyle Group

Ayala and Associates

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Ayala and Associates render accounting, taxation, employee benefit plans, payroll, cash flow analysis and business consulting services.

The Carlyle Group

D.C. Teachers’ Federal Credit Union

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D.C. Teachers’ Federal Credit Union is a financial institution.

The Carlyle Group

Washington Tax & Public Policy Group

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Washington Tax & Public Policy Group is a government organization that develops legislative and regulatory solutions for the trade market.

The Carlyle Group

Jacobson Burton Kelley

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Jacobson Burton Kelley PLLC advises US and non-US companies and financial institutions on international trade law.

The Carlyle Group

AACUL

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AACUL advocates, communicates, collaborates, educates, and influences policy on behalf of credit unions.

The Carlyle Group

ICBA Securities

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ICBA Securities supports financial institutions by maintaining the separation of banking and commerce.

The Carlyle Group

Economics on Fire

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Economics on Fire is your go-to source of information for the latest financial, business, and marketing news.

The Carlyle Group

Committee on Investment of Employee Benefit Assets

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Committee on Investment of Employee Benefit Assets engages in managing a portion of the assets held in the private sector retirement system.

The Carlyle Group

Us Trading & Investment Company

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Us Trading & Investment Company offers a wide range of financial engineering services for the development of various business sectors.

The Carlyle Group

Barrack Yard Advisors

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Barrack Yard Advisors provides investment and wealth management services to help businesses and individuals achieve financial success.

The Carlyle Group

SoftwareCPAs

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SoftwareCPAs specializes in taxation, advanced reporting, system development, accounting, financial and business consulting services.

The Carlyle Group

Gagne Associates

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Gagne Associates is a consultancy that offers accounting, financial management, tax preparation and advisory services.

The Carlyle Group

The College Savings Plans Network

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The College Savings Plans Network is a nonprofit organization that offers clearinghouse, education saving plans and student loan services.

The Carlyle Group

H.E. Freeman Enterprises

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H.E. Freeman Enterprises provides credit repair, debt management, and consultancy services.

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