This article showcases our top picks for the best Rhode Island 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
Top Rhode Island Financial Services Startups
Data sourced from Crunchbase and SemRush.
Beeline
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Beeline is a developer of a digital home loan lending platform intended to simplify the process of financing.
Citizens Bank
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Citizens Bank is the largest financial services firm that specializes in commercial banking, mortgages, credit cards, and mobile banking.
Providence Equity Partners
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Providence Equity Partners is a private equity firm that focuses on media, entertainment, communications, and information investments.
Nautic Partners
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Nautic Partners is a middle-market private equity firm with over $2.5 billion of equity capital under management.
Social Capital Fund
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Social Capital Fund is a supporting organization that provides loan services and raises social investments.
Andera
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Andera provides integrated online customer acquisition solutions for retail financial institutions.
Embrace Home Loans
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Embrace Home Loans full service direct mortgage lender
Butler And Messier
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Butler And Messier provide insurance and financial services.
RIHousing
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RIHousing provides loans and grants to Rhode Islanders.
My Susu Inc
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Fintech Company that helps people save in peer groups to achieve financial goals and become more financially independent
BankNewport
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BankNewport is a banking firm offering personal and business banking products and services in Rhode Island.
Restivo Monacelli
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Restivo Monacelli provides accounting, taxation, audit, litigation, estate, merging, acquisition and business strategy consulting services.
Province Mortgage Assoc Inc
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Province Mortgage Associates is a full-service mortgage lender licensed in RI, MA, CT, NH, and FL.
Growthlab
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GrowthLab is a financial platform that provides financial planning, accounting, and tax consulting.
Starkweather & Shepley Insurance Brokerage
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Starkweather & Shepley Insurance Brokerage is an insurance brokerage firm.
AeroMed Group
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AeroMed Group is an investment company that manages and grows aerospace and defense small businesses
Textron Financial Corp.
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Textron Financial Corp. operates as a commercial finance company.
DeCotis Specialty Insurance
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A Insurance Associates Which was founded in 1989.
Alpine Insurance Agency
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Alpine Insurance Agency has been providing the best home, auto, and business insurance to the people of Rhode Island.
Westerly Community Credit Union
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WCCU is a union which provides Business Accounts & Commercial Lending, Mortgages & Home Equity Loans & Auto & Personal Loans services.
Providence Mutual
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Providence Mutual is an insurance company that offers a wide selection of insurance products for its customers.
Navigant Credit Union
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Navigant Credit Union is a banking firm providing financial products and services.
Falvey Insurance Group
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Falvey Insurance Group are the specialized experts for yacht insurance, cargo insurance, shippers insurance, and vessel pollution.
Shamrock Home Loans
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Shamrock Home Loans specializes in mortgage financing, home purchase, home refinancing and banking services.
Pawtucket
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Pawtucket is a pioneering platform that offers a complete range of financial products and services to its diverse clientele.
AIPSO
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AIPSO is a non-profit management organization that provides services to the insurance industry in administering the residual market.
Bitrapt – Launch your Own Bitcoin Trading Platform with our Cryptocurrency Exchange Script
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Are you looking to start your own bitcoin trading platform to perform safe and secure transactions for your customers? Try Bitrapt!
Home Loan Investment Bank
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Home Loan Investment Bank is a banking institution headquartered in Rhode Island.
Shamrock Financial Corporation
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Shamrock Financial Corporation is a mortgage firm serving Rhode Island and Massachusetts.
Equity National Title & Closing
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Equity National Title & Closing is a title valuation and settlement services provider based in Rhode Island.
Clubhouse Capital
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Clubhouse Capital provides financing and advisory services to business owners and real estate developers.
Centreville Bank
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Centreville Bank is a community bank operating in Rhode Island.
Corrigan Financial
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Corrigan Financial is a financial advisory and wealth management service provider firm.
HealthSource RI
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HealthSource RI is a insurance company which provides the tools and information you need to stay informed and healthy.
Andsager, Bartlett & Pieroni
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Andsager, Bartlett & Pieroni is a CPA firm that offers tax preparation, accounting, consultation, and financial services.
New England Pension Plan Systems
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NEPP offers sophisticated retirement solutions tailored to each client’s needs with meticulous attention to detail.
People’s Credit Union
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People’s Credit Union is a community credit union that serves the people of Rhode Island state.
Greenwood Credit Union
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Greenwood Credit Union is a community-based credit union that provides online banking & lending services to individuals and families.
Equity Risk Sciences
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Equity Risk Sciences renders equity risk analysis technology and consulting services for institutional investors on subscription-based.
Bay Capital Investment Partners
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Bay Capital Investment specifically addresses the capital needs of smaller US companies by providing senior debt, subordinated debt.
Economic Security Planning
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Economic Security Planning is a financial consulting firm that specializes in investment management, financing tools, and products.
Pioneer Financial Group
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Pioneer Financial Group is a wealth management firm that offers financial and estate planning, educational seminars and advisory services.
Cramer Rosenthal McGlynn LLC.
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Cramer Rosenthal McGlynn LLC. is a financial company focusing on equity management for corporations, institutions, and pension funds.
WeOwe
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WeOwe is a social venture with a mission to help eradicate student debt.
Semper Home Loans
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Semper Home Loans is a bank that offers home loan, refinance, and mortgage services.
Doctor’s Choice
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Doctor’s Choice offers numerous competitive Medicare health plan insurance & guidance services.
Slocum Realty
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Slocum provides right combination of insurance advice and hassle free service.
Citizens One
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Citizens One is a banking firm that offers commercial banking products and services
Citizens Bank & Trust
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Citizens Bank & Trust is a financial services company offering commercial banking, community banking, and wealth management services.
Napatree Capital
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Napatree Capital is an investment management firm specialized in wealth advisory and asset allocation services.
The Egis Group
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The Egis Group offers business, personal, health and life insurance as well as retirement planning and employee benefit services.
Parsons Capital Management
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Parsons Capital Management offers a comprehensive range of investment, retirement funding, cash flow analysis & financial planning services.
Bank Rhode Island
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Bank Rhode Island is a commercial bank providing products and services to individuals, families, and business owners.
Geasphere Advisors
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Geasphere Advisors provides financial planning, investment strategy, insurance strategies, tax planning and tax preparation services.
Barrett and Company
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Barrett & Company is an investment firm that specializes in unparalleled client experience with outstanding personal services.
BankScout
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BankScout is a digital platform that helps people organize banking relationships with an easy way to manage promotional offers.
Wave Federal Credit Union
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Wave Federal Credit Union provides financial solutions such as loans, investment, credit & debit cards, online banking services.
Sparrow, Johnson & Ursillo
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Sparrow, Johnson & Ursillo focuses on financial services such as accounting, audit, taxation and management advisory services.
Feeney Pinkerton
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Feeney Pinkerton offers affordable accounting, tax, QuickBooks, and financial planning services with a friendly approach.
East Commerce Solutions
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East Commerce Solutions provides processing terminals, POS systems, mobile payment, payroll, gift and credit card processing services.
Marshall Insurance
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Marshall Insurance is a financial & insurance services firm that offers various insurance services.
Melucci, Bissonnette, Kumar & Company
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Melucci, Bissonnette, Kumar & Company focuses on tax, accounting, financial reporting, and business advisory services.
Hybrid Capital Group
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Hybrid Capital Group is a commercial mortgage brokerage company.
WhaleRock Point Partners
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WhaleRock Point Partners is a financial service firm that provides investment advice, asset allocation strategies & portfolio management.
Euclid Financial Services
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Euclid Financial Services is an advisory firm that offers retirement planning and financial services.
Bilateral Credit
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Bilateral Credit delivers solutions and services that drive sustainability in the commercial collections industry.
StrategicPoint
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StrategicPoint specializes in financial planning, insurance and investment management services.
SK Wealth Management
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SK Wealth Management offers divorce and corporate retirement planning, investment management, and financial advisory services.
JWTI
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JWTI is a financial company that specializes in retirement planning, wealth and investment management, consulting, and fiduciary services.
Sansiveri, Kimball & Co
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Sansiveri, Kimball & Co delivers accounting, audit, business valuation, tax and financial planning services.
The Virtus Group
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The Virtus Group is a financial solutions company that offers investments, insurance, employee benefits, securities, and advisory services.
Mullen Scorpio & Cerilli
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Mullen Scorpio & Cerilli offers accounting and financial services.
Medical-Dental Consultants
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Medical-Dental Consultants renders mergers, acquisitions, accounting, retirement planning, taxation, and business consulting services.
Apple Valley Insurance
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Apple Valley Insurance provides commercial and personal insurance products and services to individuals and businesses.
Bentsen Combies Insurance
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Bentsen Combies Insurance provides customers with a selection of insurance policies based on their specific needs.
Weston Financial
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Weston Financial specializes in offering investment, retirement, tax planning, insurance, banking and security services.
New England Medical Billing
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New England Medical Billing specializes in revenue cycle management, practice management and consulting services.
A-Stat Medical Billing Management
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A-Stat Medical Billing Management renders accounts receivable management, practice technology options and financial analysis services.
First Financial Advisory Services
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First Financial Advisory Services renders retirement, financial, estate planning, insurance, asset, portfolio & wealth management services.
Accurate Billing Solutions
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Accurate Billing Solutions specializes in electronic medical billing, outsourcing and medical consultation services.
Lucier CPA
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Lucier CPA is an accounting firm that provides bookkeeping, payroll. taxation and business advisory services to SMEs.
Newman Dignan & Sheerar
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Newman Dignan & Sheerar provides investment services.
Blue Fin Capital
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Blue Fin Capital is a financial firm that specializes in investment management, wealth strategies and financial planning services.
Delgrande & Montefusco
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Delgrande & Montefusco provides accounting, SBA loan packaging, tax and retirement planning services for individuals and businesses.
Freedom National Bank
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Freedom National Bank is a full service community bank offering unparalleled service and a wealth of expertise.
Axis Advisors
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Axis Advisors provides investment management and financial planning services.
Spectrum Real Estate Consultants
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Spectrum Real Estate Consultants renders relocation, property management, financial, consulting and investment services.
Key Real Estate
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Key Real Estate specializes in mortgage loans, brokerage, residential home rentals, commercial property buying, and selling services.
Soucy Insurance Agency
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Soucy Insurance Agency offers home, auto and business insurance with coverage for property and automobiles with professional services.
Jerold M Weisman
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Jerold M Weisman offers estate planning, taxation, Quickbooks, accounting, strategic business planning & cash flow management services.
Greenwich Business Capital
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Greenwich Business Capital offers commercial financing solutions.
Brown, Lisle/Cummings
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Brown, Lisle/Cummings is an investment firm that specializes in market research and identifying promising investment opportunities.
Independence Bank
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Independence Bank offers an extensive range of money market, checking, and savings account services to businesses and individuals.
Rhode Island Infrastructure Bank
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Rhode Island Infrastructure Bank is to actively support and finance investments in the State’s infrastructure.
The Business Development Company
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The Business Development Company is providing Small business loans for expansion, mergers/acquisitions & recapitalization.
Quick Tax Services
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Quick Tax Services provides a complete range of federal and state tax preparation services to individuals and businesses.
Cornerstone Investment Services
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Cornerstone Investment Services is a financial company that provides personalized investment advice.
Digennaro & Palumbo
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DiGennaro & Palumbo specializes in accounting, tax, audit, Quickbooks, financial & retirement planning services to individuals & businesses.
Capital Wealth Management
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Capital Wealth Management provides tailored financial planning, investment, and wealth management services to help clients meet their goals.
Ocean State Tax Service
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Ocean State Tax Service specializes in accounting, tax preparation and filing services.
Top Secret Bookkeeping
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Top Secret Bookkeeping provides accounting, insurance audits, payroll, quickbooks, reconciliation and tax preparation services.