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101 Top Finance Startups and Companies in Wisconsin (2021)

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This article showcases our top picks for the best Wisconsin based Finance companies. These startups and companies are taking a variety of approaches to innovating the Finance 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 Wisconsin Finance Startups

Data sourced from Crunchbase and SemRush.

Valuation Research Corporation

Valuation Research Corporation

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Valuation Research Corporation is a full-service global valuation company that provides valuation services for financial and tax.

Northwestern Mutual

Northwestern Mutual

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Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.

Northwestern Mutual

Nicolet National Bank

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Nicolet National Bank is a commercial bank company that offers financial insights.

Northwestern Mutual

Citizens Community Bancorp

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Citizens Community Bancorp specializes in banking, financial services, commercial banking, mortgages, and mobile banking.

Northwestern Mutual

Anchor BanCorp Wisconsin

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AnchorBank, our goal is to make life simpler and more secure for individuals, families and business owners.

Northwestern Mutual

eCIO

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eCIO is an online platform designed to provide low-cost investment management solutions.

Northwestern Mutual

Murfie

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Murfie is an online platform for buying, selling, and trading music collections with remote storage and digital access.

Northwestern Mutual

Patina Solutions

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Patina Solutions delivers executive experience on demand to help organizations accelerate their success.

Northwestern Mutual

CountAbout

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CountAbout designs and develops online personal financial management solutions.

Northwestern Mutual

American Family Insurance

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American Family Insurance has given its customers peace of mind by making their insurance experience easy and convenient.

Northwestern Mutual

ThoughtFocus

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ThoughtFocus is a US based, privately held consulting, software engineering and business process management company.

Northwestern Mutual

Artisan Partners

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Artisan Partners is a global investment management firm.

Northwestern Mutual

Swapferit

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Swapferit is a barter system-based company that allows advanced swap of any items by linking items through offers.

Northwestern Mutual

Etyon Health

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Healthcare experts that build purpose-driven algorithmic services powered with A.I. for automating healthcare big-data analysis.

Northwestern Mutual

WISC Partners

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WISC Partners provides Strategic Operating Capital to entrepreneurs who have the potential to build great companies.

Northwestern Mutual

Special Opportunities Fund Inc

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Special Opportunities Fund Inc is a closed-end diversified management investment company investing in discounted closed-end funds.

Northwestern Mutual

Summit Credit Union

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Summit Credit Union is a credit union that provides banking services to members.

Northwestern Mutual

Landmark Services Cooperative

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Landmark Services Cooperative is dedicated to agronomy, grain, animal nutrition, retail, energy and financial solutions.

Northwestern Mutual

Erbert & Gerbert

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Erbert & Gerbert’s Sandwich Shop is a restaurant franchise specializing in submarine sandwiches.

Northwestern Mutual

Enhanced Software Products

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ESP is a provider of customer-centered core processing and technology solutions strictly for credit unions.

Northwestern Mutual

McGlone Mortgage Group

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McGlone Mortgage Group offers mortgage loans and financial services.

Northwestern Mutual

Oink Bank

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Online Business Checking Account

Northwestern Mutual

Inlanta Mortgage

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Inlanta Mortgage is a financial services company offering FHA, VA, USDA, and mortgage loan services

Northwestern Mutual

Marsico Funds

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Marsico Funds is an investment management firm that provides insurance funds, corporate retirement plans and consulting services.

Northwestern Mutual

American Deposit Management

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American Deposit Management is a financial company that provides bond proceedings, vendor payments and merchant services.

Northwestern Mutual

Royal Credit Union

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Royal Credit Union provides banking, loans, and credit services.

Northwestern Mutual

MercyCare Health Plans

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MercyCare Health Plans offers health insurance plans for seniors, individuals, employers and their employees to lead a healthier life.

Northwestern Mutual

JX Enterprises

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JX Enterprises is a transportation company that specializes in trucking,financing and transportation solutions.

Northwestern Mutual

Spectrum Investment Advisors

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Spectrum Investment Advisors, Inc. is an Investment Adviser firm dealing in Retirement Plan Advisory Services & Private Wealth Management

Northwestern Mutual

DMA Tax & Accounting

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DMA Tax & Accounting focuses on financial services like payroll, on-site bookkeeping, income tax, consultation and accounting services.

Northwestern Mutual

Lendgreen

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Lendgreen is a top online personal loan service.

Northwestern Mutual

Hendricks Holdings Company

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Hendricks Holdings Company invests in the manufacturing, real estate development, and construction industry.

Northwestern Mutual

Baer

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Baer is a consulting firm that provides insurance, strategic advice, claims and finance services.

Northwestern Mutual

Cvikota

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Cvikota is a medical billing company that offers EMS Billing, practice management services, RCM, and data collections.

Northwestern Mutual

MJK Investment

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I am an 20+++ year Financier most Noteable in the PPP market. I come to Investors.

Northwestern Mutual

Fusion Anesthesia

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Fusion Anesthesia deals with billing, accounting, tax preparation, business advice & compliance services for hopsitals & anesthesiologists.

Northwestern Mutual

SII Investments

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SII Investments operates as an independent broker and dealer.

Northwestern Mutual

Kowal Investment Group

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Kowal Investment Group is a financial services company working closely with retired individuals or those nearing retirement

Northwestern Mutual

Ridgestone Bank

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Ridgestone Bank is a leading Small Business Administration lender nationwide.

Northwestern Mutual

Strohm Ballweg

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Strohm Ballweg offers insurance audit, tax, accounting, administrative outsourcing, and consulting services.

Northwestern Mutual

RitzHolman

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RitzHolman is a full-service accounting and consulting firm.

Northwestern Mutual

Great Lakes

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Great Lakes provides financial services that help students access higher education with ease through simpler financial aid procedures.

Northwestern Mutual

KMA Bodilly CPAs & Consultants, S.C.

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KMA Bodilly CPAs & Consultants, S.C. provides full-service business accounting and financial services firm.

Northwestern Mutual

The Bank of New Glarus and Sugar River Bank Branches

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The Bank of New Glarus and Sugar River Bank Branches offers a complete range of financial products and services to its customers.

Northwestern Mutual

Life Photo

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Life Photo is an online store for creating, ordering, and printing personal organizers and self-improvement planners.

Northwestern Mutual

Networkers Funding

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Networkers Funding offers payroll funding, back office services, and integrated staffing software.

Northwestern Mutual

Capital Commerce Bancorp

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Capital Commerce Bancorp is a holding company that provides banking & financial services through its affiliates.

Northwestern Mutual

BankingMyWay

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BankingMyWay claims to host the largest collection of banking rates online. More than 1 million banking rates from more than 53,000

Northwestern Mutual

Eagle Capital Growth Fund

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Eagle Capital Growth Fund is a diversified closed-end investment company aiming at long-term growth utilizing total return for investments.

Northwestern Mutual

Citizens Bancshares

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Citizens Bancshares is a banking firm that extends credit, offers home loans and bank accounts.

Northwestern Mutual

Consumer Credit Counseling Services

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Consumer Credit Counseling Services provides financial assessments, education, counseling and debt management for individuals and families.

Northwestern Mutual

Bauman Associates CPAs & Advisors

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Bauman Associates CPAs & Advisors is an accounting firm that offers accounting, bookkeeping and payroll services.

Northwestern Mutual

WoodTrust

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WoodTrust is a financial services firm that offers investment management and banking services.

Northwestern Mutual

Focus Credit Union

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Focus Credit Union is a financial services company based out of 303 E Washington St, Chattahoochee, Florida, United States.

Northwestern Mutual

Marshall Street Capital

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Marshall Street Capital is a Investment Banking company

Northwestern Mutual

Scribner Cohen + Company

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Scribner Cohen + Company offers taxation, litigation support, accounting, business valuation, reporting and financial consulting services.

Northwestern Mutual

Waypoint Private Capital

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Waypoint Private Capital offers mergers, acquisitions, capital sourcing, business planning, financial planning and CFO consulting services.

Northwestern Mutual

The Dirks Group

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The Dirks Group has proven to be a valuable partner in this ever-changing industry, combined 44 years of experience in the IT field.

Northwestern Mutual

Donahue & Associates

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Donahue & Associates renders accounting, payroll processing, taxation, bookkeeping, quickbooks and business consulting services.

Northwestern Mutual

Merchants’​ Choice Card Services

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Merchants’​ Choice Card Services is a financial and merchant service provider company.

Northwestern Mutual

The Suby Group

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The Suby Group offers taxation, retirement, estate planning, payroll, audits, bookkeeping and wealth management services for restaurants.

Northwestern Mutual

Laona State Bank

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Laona State Bank is a community bank that puts customers’ needs first and foremost.

Northwestern Mutual

Bank of Prairie du Sac

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Bank of Prairie du Sac is an independent community bank that provides financial services to individuals and businesses.

Northwestern Mutual

Empower Credit Union

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Empower Credit Union is a banking & financial services firm specializing in lending loans, mortgages and such other financial services.

Northwestern Mutual

1st Community Credit Union

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1st Community Credit Union is a non-profit financial institution.

Northwestern Mutual

Oral Surgery Associates

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Oral Surgery Associates is a healthcare firm specializing in oral & dental care services.

Northwestern Mutual

Orgel Wealth Management

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Orgel Wealth Management is an investment and financial advisory service provider company.

Northwestern Mutual

Wisconsin Institutes of Certified Public Accountants

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The WICPA is a professional association for Wisconsin CPAs, with nearly 8,000 members in public accounting, industry, government, nonprofit

Northwestern Mutual

O’Rourke Tax Service

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O’Rourke Tax Service offers tax preparation, investment consultation, audit assistance, tax representation, and payroll services in Oshkosh.

Northwestern Mutual

The Peoples Community Bank

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The Peoples Community Bank offers savings account, mobile services, retirement account, personal loans, online and student services.

Northwestern Mutual

Glacier Hills Credit Union

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Glacier Hills Credit Union provides affordable access to financial services for employees.

Northwestern Mutual

Percension Wealth Advisors LLC

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Percension Wealth Advisors is a Registered Investment Adviser firm manage long-term investments and provide financial planning expertise.

Northwestern Mutual

Web Finance Direct

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Web Finance Direct provides commercial financial and bank services.

Northwestern Mutual

Park City Credit Union

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Park City Credit Union provides banking and financial products and services to its members in North Central Wisconsin.

Northwestern Mutual

Brook Capital

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Brook Capital is an independently owned, full service wealth advisory firm.

Northwestern Mutual

Schmocker Financial Services

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Schmocker Financial Services focuses on investment management, insurance, education, estate and retirement income planning services.

Northwestern Mutual

Heartland Advisors

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Heartland Advisors is a real estate investment company located in Milwaukee.

Northwestern Mutual

Bay Bank

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Bay Bank offers banking, lending, and financial service.

Northwestern Mutual

Murray & Roberts

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Murray & Roberts is an accounting firm that offers tax return preparation, payroll, business valuation and consulting services.

Northwestern Mutual

Bank of Milton

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Bank of Milton is a hometown bank in Wisconsin.

Northwestern Mutual

Hiawatha National Bank

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Hiawatha National Bank is a financial consultancy company.

Northwestern Mutual

KLCM Advisors

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KLCM Advisors is providing financial advisory services.

Northwestern Mutual

Educated Mortgage Services

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Educated Mortgage Services offers loans and mortgages for home purchase, construction industry, loan calculator and refinancing.

Northwestern Mutual

TerraCaptus

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Terracaptus is an online auction marketplace that allows to buy and sell intellectual property.

Northwestern Mutual

Tri-State Adjustments

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Tri-State Adjustments is a debt collection agency that assists in the collection and recovery of their accounts receivable for businesses.

Northwestern Mutual

Port Washington State Bank

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Port Washington State Bank provides loans, investments, mortgages, credit cards, insurance and other financial services.

Northwestern Mutual

Buffalo Funds

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Buffalo Funds provides long-term investment options for clients.

Northwestern Mutual

American Credit Union Mortgage Association

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The ACUMA Community is a place for high performance credit union mortgage lending professionals.

Northwestern Mutual

Thompson Investment Management

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Thompson Investment Management is an online investment advisory service company.

Northwestern Mutual

See It Market

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See It Market is an online platform for investors and researchers.

Northwestern Mutual

Global View Capital Advisors

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Global View Capital Advisors is a financial services company offering investment advisory, insurance, and asset management services.

Northwestern Mutual

Coordinated Capital Securities

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Coordinated Capital Securities provide brokerage, investment, and advisory services.

Northwestern Mutual

Klismith Accounting & Tax Group

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Klismith Accounting & Tax Group offers accounting, tax, planning and financial advisory services to business and individual clients.

Northwestern Mutual

sidekick accounting services

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Sidekick Accounting Services is a full service small business bookkeeping, accounting and tax firm.

Northwestern Mutual

Business & Tax Systems LLC

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Business & Tax Systems, LLC provides Accounting, Tax Preparation, Payroll Services, and Consulting Services to individuals and businesses.

Northwestern Mutual

Alliance Bank

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Alliance Bank provides banking solutions, financial services, mobile payments commercial and personal loans.

Northwestern Mutual

Seroka

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Seroka specializes in mortgage and financial industry with customized marketing communications and brand positioning strategies.

Northwestern Mutual

Capital Market Consultants

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Capital Market Consultants provides wealth management and financial services.

Northwestern Mutual

CRB Insurance

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CRB Insurance is an independent insurance agency.

Northwestern Mutual

JETRO and Associates

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Jetro and Associates offers cpa services in a cloud based format.

Northwestern Mutual

Sandhill Consulting Group

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Sandhill Consulting Group is a management consulting company.

Written by Mark Smith

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