Mark Smith
This article showcases our top picks for the best Wisconsin 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 Wisconsin Financial Services Startups
Data sourced from Crunchbase and SemRush.
Fiserv
Crunchbase Website Twitter Facebook Linkedin
Fiserv is a provider of technology solutions to the financial services industry.
Wisconsin Economic Development Corporation (WEDC)
Crunchbase Website Twitter Facebook Linkedin
The Wisconsin Economic Development Corporation fosters cooperation to support sustainable business growth and job creation in Wisconsin.
Valuation Research Corporation
Crunchbase Website Twitter Facebook Linkedin
Valuation Research Corporation is a full-service global valuation company that provides valuation services for financial and tax.
Northwestern Mutual
Crunchbase Website Twitter Facebook Linkedin
Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
Nicolet National Bank
Crunchbase Website Twitter Facebook Linkedin
Nicolet National Bank is a commercial bank company that offers financial insights.
Ansay & Associates
Crunchbase Website Twitter Facebook Linkedin
Ansay and Associates is Wisconsin’s premier independent insurance agency with offices located all over Wisconsin.
County Bancorp
Crunchbase Website Twitter Facebook Linkedin
Provides a range of banking and related financial services to individuals, businesses, and industries in northeastern and central Wisconsin.
Connective
Crunchbase Website Twitter Facebook Linkedin
Connective is the leader in digital transaction management for financial services.
SteamChain
Crunchbase Website Twitter Facebook Linkedin
SteamChain enables original equipment manufacturers (OEMs) to offer usage-based financing (hardware-as-a-service) to their customers.
First Business Bank
Crunchbase Website Twitter Facebook Linkedin
First Business Bank offers business banking, commercial banking, specialty finance, private wealth, and consulting to banks. Member FDIC.
Citizens Community Bancorp
Crunchbase Website Twitter Facebook Linkedin
Citizens Community Bancorp specializes in banking, financial services, commercial banking, mortgages, and mobile banking.
Anchor BanCorp Wisconsin
Crunchbase Website Twitter Facebook Linkedin
AnchorBank, our goal is to make life simpler and more secure for individuals, families and business owners.
eCIO
Crunchbase Website Twitter Facebook Linkedin
eCIO is an online platform designed to provide low-cost investment management solutions.
Blackhawk Bank
Crunchbase Website Twitter Facebook Linkedin
Blackhawk Bank provides various banking products and services in the United States.
Crunchbase Website Twitter Facebook Linkedin
Oconomowoc Bancshares is a bank holding company that owns or controls one or more banks.
Advicent Solutions
Crunchbase Website Twitter Facebook Linkedin
Advicent is a provider of SaaS technology solutions for the financial advice and planning industry in the United States and Canada.
TermSync
Crunchbase Website Twitter Facebook Linkedin
TermSync, an accounts receivable automation platform, helps B2B companies bring a customer-centric approach to the post-sale relationship.
IGenFuels
Crunchbase Website Twitter Facebook Linkedin
IGenFuels provides a motor fuel excise tax software platform.
CountAbout
Crunchbase Website Twitter Facebook Linkedin
CountAbout designs and develops online personal financial management solutions.
American Family Insurance
Crunchbase Website Twitter Facebook Linkedin
American Family Insurance has given its customers peace of mind by making their insurance experience easy and convenient.
CUNA Mutual Group
Crunchbase Website Twitter Facebook Linkedin
CUNA Mutual Group is a mutual insurance company that offers a range of financial services to credit unions and their members.
Artisan Partners
Crunchbase Website Twitter Facebook Linkedin
Artisan Partners is a global investment management firm.
Home Savings Bank
Crunchbase Website Twitter Facebook Linkedin
Home Savings Bank is an independent bank that helps build the financial and social well-being of customers, businesses, and nonprofits.
Greenwoods State Bank
Crunchbase Website Twitter Facebook Linkedin
Greenwoods State Bank is provides personal and business banking products and services.
Associated Bank
Crunchbase Website Twitter Facebook Linkedin
Associated Bank offers deposit and loan products.
Acuity
Crunchbase Website Twitter Facebook Linkedin
Acuity is an insurance company that offers property and casualty insurance products for consumers and businesses in the United States.
PAI
Crunchbase Website Twitter Facebook Linkedin
PAI is a financial services company that offers financial services, 401(k) plans, and planning tools and retirement planning services.
The Retirement Advantage, Inc. (TRA)
Crunchbase Website Twitter Facebook Linkedin
The Retirement Advantage, Inc. (TRA) is a retirement plan solutions provider in Wisconsin.
Working Capital for Community Needs
Crunchbase Website Twitter Facebook Linkedin
Impact Investment in microfinance available for retail investors
A-Peer Holding Group
Crunchbase Website Twitter Facebook Linkedin
A-Peer Holding Group is an American holding company.
Metavante Technologies, Inc
Crunchbase Website Twitter Facebook Linkedin
Metavante Technologies develops banking and payments technologies for financial services firms and businesses worldwide.
Wayne Hummer Investments, a Wintrust Wealth Management Company
Crunchbase Website Twitter Facebook Linkedin
Wayne Hummer Investments is an investment management company that offers investments, insurance, and retirement planning services.
Health Payment Systems, Inc.
Crunchbase Website Twitter Facebook Linkedin
Health Payment Systems, Inc. is a Wisconsin-based healthcare service provider.
Delta Defense
Crunchbase Website Twitter Facebook Linkedin
Delta Defense provides marketing, operations and customer care services to the USCCA.
State Collection Service, Inc.
Crunchbase Website Twitter Facebook Linkedin
State Collection Service is a financial services company providing debt collection and financial services.
Johnson Financial Group
Crunchbase Website Twitter Facebook Linkedin
Johnson Financial Group is a provider of banking, wealth, and insurance products and services in Wisconsin and Arizona.
Wausau Financial Systems
Crunchbase Website Twitter Facebook Linkedin
WAUSAU is recognized for consistently delivering best-of-breed financial technology, services and solutions.
BizFilings
Crunchbase Website Twitter Facebook Linkedin
BizFilings provides rush business incorporation services to entrepreneurs.
First National Bank & Trust Company
Crunchbase Website Twitter Facebook Linkedin
First National Bank and Trust strives to provide people in Wisconsin and Illinois with sound advice and innovative, competitive financial.
MGIC
Crunchbase Website Twitter Facebook Linkedin
MGIC is a private insurance company offering insurance on real estate mortgages.
First Bank Financial Centre (FBFC)
Crunchbase Website Twitter Facebook Linkedin
First Bank Financial Centre is a banking firm that offers community banking services in the Southeast Wisconsin.
Farin Financial Risk Management
Crunchbase Website Twitter Facebook Linkedin
Farin Financial Risk Management is a financial services consulting firm.
Jewelers Mutual
Crunchbase Website Twitter Facebook Linkedin
Jewelers Mutual is an insurance company that specializes in coverage for jewelry businesses in retail, custom design and manufacturing.
Vogel Consulting
Crunchbase Website Twitter Facebook Linkedin
Vogel Consulting – Integrated, Tailored Family Office Services
EmPowerHR
Crunchbase Website Twitter Facebook Linkedin
EmPowerHR is a human resources consulting and professional employer organization designing higher HR programs for its clients.
Peoples State Bank
Crunchbase Website Twitter Facebook Linkedin
Peoples State Bank is a personal and business bank based in Wisconsin.
Crabel Capital Management
Crunchbase Website Twitter Facebook Linkedin
Crabel Capital Management is a financial services company offering investment management and advisory services.
Crunchbase Website Twitter Facebook Linkedin
NaviPlan is an industry financial planning and FinTech software provider.
Connexus Credit Union
Crunchbase Website Twitter Facebook Linkedin
Connexus Credit Union provides accounting, financial, banking, loan, savings and credit services.
WISC Partners
Crunchbase Website Twitter Facebook Linkedin
WISC Partners provides Strategic Operating Capital to entrepreneurs who have the potential to build great companies.
Verve
Crunchbase Website Twitter Facebook Linkedin
Verve is a Credit Union provides financial products and services.
Special Opportunities Fund Inc
Crunchbase Website Twitter Facebook Linkedin
Special Opportunities Fund Inc is a closed-end diversified management investment company investing in discounted closed-end funds.
North Shore Bank
Crunchbase Website Twitter Facebook Linkedin
North Shore Bank provides banking services.
IncredibleBank
Crunchbase Website Twitter Facebook Linkedin
Incredible Bank specializes in personal and business banking, loans and insurance services.
Direxion Investments
Crunchbase Website Twitter Facebook Linkedin
Direxion Investments is a privately owned investment manager. It provides its services to financial advisors, individual investors.
Bank Mutual Corp
Crunchbase Website Twitter Facebook Linkedin
Bank Mutual is the federally chartered banks.
SVA Financial Group
Crunchbase Website Twitter Facebook Linkedin
SVA Financial Group is an accounting, technology consulting and wealth management firm.
National Exchange Bank & Trust
Crunchbase Website Twitter Facebook Linkedin
National Exchange Bank & Trust is a bank serving residents throughout Wisconsin.
West Bend Mutual Insurance
Crunchbase Website Twitter Facebook Linkedin
West Bend Mutual Insurance is an innovative insurance products.
Waterstone Mortgage Corporation
Crunchbase Website Twitter Facebook Linkedin
Waterstone Mortgage Corporation is a premier residential mortgage lender.
Park Bank – Madison
Crunchbase Website Twitter Facebook Linkedin
Park Bank is a banking firm that offers banking services in Park Street, Middleton and Verona.
CapSpecialty
Crunchbase Website Twitter Facebook Linkedin
CapSpecialty a full inventory of specialty lines, including commercial property, casualty, fidelity, surety and professional lines.
Aqua Finance, Inc.
Crunchbase Website Twitter Facebook Linkedin
Aqua Finance, Inc. is a financial services firm headquartered in Wisconsin.
RetireCo
Crunchbase Website Twitter Facebook Linkedin
RetireCo offers consumers a new way to compare and buy insurance products and services.
First National Community Bank
Crunchbase Website Twitter Facebook Linkedin
First National Community Bank is a financial services company serves with consumer banking, mortgages, and commercial banking services.
Mortgagebot
Crunchbase Website Twitter Facebook Linkedin
Mortgagebot is now D and H and they provide financial institutions with software to facilitate mortgage application process.
Baylake Bank
Crunchbase Website Twitter Facebook Linkedin
Baylake Bank is a Wisconsin based full-service financial institution that provides professional guidance.
Popmoney
Crunchbase Website Twitter Facebook Linkedin
Send money securely from your bank account to just about anyone with an email or mobile number.
Marine Credit Union
Crunchbase Website Twitter Facebook Linkedin
Marine Credit Union is built on the strong belief that members are more than a credit score and committed to providing financial services.
Cleary Gull Inc.
Crunchbase Website Twitter Facebook Linkedin
Cleary Gull’s original focus was research, sales, and trading for institutions.
UMB Fund Services
Crunchbase Website Twitter Facebook Linkedin
UMB Fund Services is a financial services company that provides mutual fund services and alternative investment services.
U.S. Bancorp Fund Services
Crunchbase Website Twitter Facebook Linkedin
U.S. Bancorp Fund Services, LLC provides single-source solutions to support a variety of investment strategies and products.
Benesyst, A TASC Company
Crunchbase Website Twitter Facebook Linkedin
Benesyst is a human resources company that offers benefits outsourcing administration services.
GSF Mortgage
Crunchbase Website Twitter Facebook Linkedin
GSF Mortgage is a full-service mortgage lender.
European Money Markets Institute
Crunchbase Website Twitter Facebook Linkedin
European Money Markets Institute is an international non-for-profit association.
Community State Bank
Crunchbase Website Twitter Facebook Linkedin
Community State Bank is a financial services company offering mobile banking, mortgage lending, and personal banking services.
Horicon Bank
Crunchbase Website Twitter Facebook Linkedin
Horicon Bank is a financial services company located in Horicon.
Altra Federal Credit Union
Crunchbase Website Twitter Facebook Linkedin
Altra Federal Credit Union is a financial cooperative for all kinds of financial and banking services.
Robert W. Baird’s Baird Funds
Crunchbase Website Twitter Facebook Linkedin
Baird Funds is doing investment management business with institutional and individual investors with more than $28 billion in assets.
Blackthorne Capital Management
Crunchbase Website Twitter Facebook Linkedin
Blackthorne Capital Management is a market research company that expertise in data investment with return trading strategies and analytics.
Auxiant
Crunchbase Website Twitter Facebook Linkedin
Auxiant is an insurance company offering cost-control and health management services.
Summit Credit Union
Crunchbase Website Twitter Facebook Linkedin
Summit Credit Union is a credit union that provides banking services to members.
American Appraisal
Crunchbase Website Twitter Facebook Linkedin
A leading valuation and related advisory services firm that provides expertise in all classifications of tangible and intangible assets.
SECURA Insurance
Crunchbase Website Twitter Facebook Linkedin
SECURA Insurance is a mutual insurance company.
UW Credit Union
Crunchbase Website Twitter Facebook Linkedin
UW Credit Union is a provider of a full range of consumer financial services.
Annex Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Annex is an investment advisor that serving the complete financial needs of family, individual and business clients.
Citizens State Bank
Crunchbase Website Twitter Facebook Linkedin
Citizens State Bank has been serving the Clayton, Wisconsin area since 1907.
Tri City National Bank
Crunchbase Website Twitter Facebook Linkedin
Tri City National Bank is a banking firm that offers a debit card, online bill pay, mortgage, and auto loan services.
Financial Institution Products Corporation
Crunchbase Website Twitter Facebook Linkedin
FIPCO its reputation as a trusted leader in form sets, credit and deposit software suites, staff training and compliance management.
Krause Financial Services
Crunchbase Website Twitter Facebook Linkedin
Krause Financial Services offers crisis Medicaid case analysis, valuation of non-compliant annuities and long term care insurance advice.
iStream Financial Services
Crunchbase Website Twitter Facebook Linkedin
iStream Financial Services is a financial services company specializing in payment and transaction processing services.
Ixonia Bank
Crunchbase Website Twitter Facebook Linkedin
Ixonia Bank is a bank specializing in personal checking, savings, and loan services.
Novus Home Mortgage
Crunchbase Website Twitter Facebook Linkedin
Novus Home Mortgage creating a simpler, more efficient and more transparent mortgage process.
Sequoir
Crunchbase Website Twitter Facebook Linkedin
Sequoir is a financial technology firm providing Bitcoin trading APIs to power banks, credit unions, fintech, and the Web 3.0.
OwnersEdge
Crunchbase Website Twitter Facebook Linkedin
OwnersEdge is an ESOP holding company that strives to invest in and build sustainable companies throughout the Midwest.
WaterStone Bank
Crunchbase Website Twitter Facebook Linkedin
WaterStone Bank is a bank offering wealth management, business loans, and lines of credit services.
Michael Best & Friedrich LLP
Crunchbase Website Twitter Facebook Linkedin
Michael Best & Friedrich is a company that specializes in banking and financial services.
My Payment Network
Crunchbase Website Twitter Facebook Linkedin
My Payment Network delivers online payment services to schools, businesses and associations.
Bank First
Crunchbase Website Twitter Facebook Linkedin
Bank First is a community bank focused on providing innovative products and services.
La Macchia Group
Crunchbase Website Twitter Facebook Linkedin
La Macchia Group is an architecture & planning firm specializing in financial designing and facility planning services.
Dairy State Bank
Crunchbase Website Twitter Facebook Linkedin
Dairy State Bank offers financial services like mortgage, loans and online banking.
