Mark Smith
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
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Top Wisconsin Finance Startups
Data sourced from Crunchbase and SemRush.
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
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Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
Nicolet National Bank
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Nicolet National Bank is a commercial bank company that offers financial insights.
Citizens Community Bancorp
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Citizens Community Bancorp specializes in banking, financial services, commercial banking, mortgages, and mobile banking.
Anchor BanCorp Wisconsin
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AnchorBank, our goal is to make life simpler and more secure for individuals, families and business owners.
eCIO
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eCIO is an online platform designed to provide low-cost investment management solutions.
Murfie
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Murfie is an online platform for buying, selling, and trading music collections with remote storage and digital access.
Patina Solutions
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Patina Solutions delivers executive experience on demand to help organizations accelerate their success.
CountAbout
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CountAbout designs and develops online personal financial management solutions.
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.
ThoughtFocus
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ThoughtFocus is a US based, privately held consulting, software engineering and business process management company.
Artisan Partners
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Artisan Partners is a global investment management firm.
Swapferit
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Swapferit is a barter system-based company that allows advanced swap of any items by linking items through offers.
Etyon Health
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Healthcare experts that build purpose-driven algorithmic services powered with A.I. for automating healthcare big-data analysis.
WISC Partners
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WISC Partners provides Strategic Operating Capital to entrepreneurs who have the potential to build great companies.
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.
Summit Credit Union
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Summit Credit Union is a credit union that provides banking services to members.
Landmark Services Cooperative
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Landmark Services Cooperative is dedicated to agronomy, grain, animal nutrition, retail, energy and financial solutions.
Erbert & Gerbert
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Erbert & Gerbert’s Sandwich Shop is a restaurant franchise specializing in submarine sandwiches.
Enhanced Software Products
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ESP is a provider of customer-centered core processing and technology solutions strictly for credit unions.
McGlone Mortgage Group
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McGlone Mortgage Group offers mortgage loans and financial services.
Inlanta Mortgage
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Inlanta Mortgage is a financial services company offering FHA, VA, USDA, and mortgage loan services
Marsico Funds
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Marsico Funds is an investment management firm that provides insurance funds, corporate retirement plans and consulting services.
American Deposit Management
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American Deposit Management is a financial company that provides bond proceedings, vendor payments and merchant services.
Royal Credit Union
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Royal Credit Union provides banking, loans, and credit services.
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.
JX Enterprises
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JX Enterprises is a transportation company that specializes in trucking,financing and transportation solutions.
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
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.
Lendgreen
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Lendgreen is a top online personal loan service.
Hendricks Holdings Company
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Hendricks Holdings Company invests in the manufacturing, real estate development, and construction industry.
Baer
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Baer is a consulting firm that provides insurance, strategic advice, claims and finance services.
Cvikota
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Cvikota is a medical billing company that offers EMS Billing, practice management services, RCM, and data collections.
MJK Investment
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I am an 20+++ year Financier most Noteable in the PPP market. I come to Investors.
Fusion Anesthesia
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Fusion Anesthesia deals with billing, accounting, tax preparation, business advice & compliance services for hopsitals & anesthesiologists.
SII Investments
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SII Investments operates as an independent broker and dealer.
Kowal Investment Group
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Kowal Investment Group is a financial services company working closely with retired individuals or those nearing retirement
Ridgestone Bank
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Ridgestone Bank is a leading Small Business Administration lender nationwide.
Strohm Ballweg
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Strohm Ballweg offers insurance audit, tax, accounting, administrative outsourcing, and consulting services.
RitzHolman
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RitzHolman is a full-service accounting and consulting firm.
Great Lakes
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Great Lakes provides financial services that help students access higher education with ease through simpler financial aid procedures.
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.
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.
Life Photo
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Life Photo is an online store for creating, ordering, and printing personal organizers and self-improvement planners.
Networkers Funding
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Networkers Funding offers payroll funding, back office services, and integrated staffing software.
Capital Commerce Bancorp
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Capital Commerce Bancorp is a holding company that provides banking & financial services through its affiliates.
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
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.
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Citizens Bancshares is a banking firm that extends credit, offers home loans and bank accounts.
Consumer Credit Counseling Services
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Consumer Credit Counseling Services provides financial assessments, education, counseling and debt management for individuals and families.
Bauman Associates CPAs & Advisors
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Bauman Associates CPAs & Advisors is an accounting firm that offers accounting, bookkeeping and payroll services.
WoodTrust
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WoodTrust is a financial services firm that offers investment management and banking services.
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.
Marshall Street Capital
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Marshall Street Capital is a Investment Banking company
Scribner Cohen + Company
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Scribner Cohen + Company offers taxation, litigation support, accounting, business valuation, reporting and financial consulting services.
Waypoint Private Capital
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Waypoint Private Capital offers mergers, acquisitions, capital sourcing, business planning, financial planning and CFO consulting services.
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.
Donahue & Associates
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Donahue & Associates renders accounting, payroll processing, taxation, bookkeeping, quickbooks and business consulting services.
Merchants’ Choice Card Services
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Merchants’ Choice Card Services is a financial and merchant service provider company.
The Suby Group
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The Suby Group offers taxation, retirement, estate planning, payroll, audits, bookkeeping and wealth management services for restaurants.
Laona State Bank
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Laona State Bank is a community bank that puts customers’ needs first and foremost.
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.
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.
1st Community Credit Union
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1st Community Credit Union is a non-profit financial institution.
Oral Surgery Associates
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Oral Surgery Associates is a healthcare firm specializing in oral & dental care services.
Orgel Wealth Management
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Orgel Wealth Management is an investment and financial advisory service provider company.
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
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.
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.
Glacier Hills Credit Union
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Glacier Hills Credit Union provides affordable access to financial services for employees.
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.
Web Finance Direct
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Web Finance Direct provides commercial financial and bank services.
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.
Brook Capital
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Brook Capital is an independently owned, full service wealth advisory firm.
Schmocker Financial Services
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Schmocker Financial Services focuses on investment management, insurance, education, estate and retirement income planning services.
Heartland Advisors
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Heartland Advisors is a real estate investment company located in Milwaukee.
Bay Bank
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Bay Bank offers banking, lending, and financial service.
Murray & Roberts
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Murray & Roberts is an accounting firm that offers tax return preparation, payroll, business valuation and consulting services.
Bank of Milton
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Bank of Milton is a hometown bank in Wisconsin.
Hiawatha National Bank
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Hiawatha National Bank is a financial consultancy company.
KLCM Advisors
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KLCM Advisors is providing financial advisory services.
Educated Mortgage Services
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Educated Mortgage Services offers loans and mortgages for home purchase, construction industry, loan calculator and refinancing.
TerraCaptus
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Terracaptus is an online auction marketplace that allows to buy and sell intellectual property.
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.
Port Washington State Bank
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Port Washington State Bank provides loans, investments, mortgages, credit cards, insurance and other financial services.
Buffalo Funds
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Buffalo Funds provides long-term investment options for clients.
American Credit Union Mortgage Association
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The ACUMA Community is a place for high performance credit union mortgage lending professionals.
Thompson Investment Management
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Thompson Investment Management is an online investment advisory service company.
See It Market
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See It Market is an online platform for investors and researchers.
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.
Coordinated Capital Securities
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Coordinated Capital Securities provide brokerage, investment, and advisory services.
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.
sidekick accounting services
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Sidekick Accounting Services is a full service small business bookkeeping, accounting and tax firm.
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.
Alliance Bank
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Alliance Bank provides banking solutions, financial services, mobile payments commercial and personal loans.
Seroka
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Seroka specializes in mortgage and financial industry with customized marketing communications and brand positioning strategies.
Capital Market Consultants
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Capital Market Consultants provides wealth management and financial services.
CRB Insurance
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CRB Insurance is an independent insurance agency.
JETRO and Associates
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Jetro and Associates offers cpa services in a cloud based format.
Sandhill Consulting Group
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Sandhill Consulting Group is a management consulting company.
