This article showcases our top picks for the best Iowa 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 Iowa Financial Services Startups
Data sourced from Crunchbase and SemRush.
Dwolla
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Dwolla, Inc. is a FinTech company that is changing the way innovative businesses move money with their modern payments platform.
Businessolver
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Businessolver is an employee benefits administration technology company.
Athene
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Athene Holding is a life insurance company that provides retirement savings products for individuals and institutions.
Growers Edge
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Growers Edge leverages data science to build grower-relevant risk management solutions to meet ever-changing agriculture demands.
MidWestOne Bank
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MidWestOne Bank is a commercial banking service company that offers personal banking, small business banking, and wealth management.
Cambridge Investment Research
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Cambridge Investment Research delivers innovation in financial solutions that is focused on serving their investing clients.
Lincoln Savings Bank
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Lincoln Savings Bank is a financial services company offering checking, savings, credit cards, and loan services.
SpendSmart Networks
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SpendSmart Networks is a financial solutions company for helping teens and young adults to manage to spend.
Bank of Mingo
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Bank of Mingo is a full-service bank that offers deposits, loans, and provides other services for the public.
OnePlace Capital
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OnePlace Capital helps medical, dental, and veterinary practitioners stay competitive and grow in today’s challenging business market.
U Drive Acceptance
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U Drive Acceptance is sub-prime finance company specializing in providing financial solutions to Independent and Franchise Auto Dealers.
Transamerica
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Transamerica is a private holding company that provides services for various life insurance companies and investment firms.
Principal Financial Group
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Principal Financial Group provides retirement savings, investment, and insurance products and services worldwide.
Consumer Financial Protection Bureau
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Consumer Financial Protection Bureau is the U.S.-based independent agency responsible for consumer protection in the financial sector.
FSB Premier Wealth Management
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FSB Premier Wealth Management, Inc. is the wealth management affiliate of Farmers State Bank
FSB FinancialServices
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FSB FinancialServices is a financial firm that is committed to helping people pursue their financial goals.
Principal Global Investors
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PGI single purpose is empowering individual investors, institutions, and business professionals to reach their financial goals.
TaxACT
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TaxACT was created from the ashes of a product called Personal Tax Edge marketed by Parsons Technology.
BlendCard
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BlendCard operates as a small business marketing platform.
Wellmark
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Wellmark Blue Cross Blue Shield is a mutual insurance in the United States with more than two million members in Iowa and South Dakota.
EMC Insurance
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EMC Insurance Companies is among the top 50 insurance organizations in the country based on net written premium
RuffaloCODY
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RuffaloCODY is the recognized leader in providing strategic fundraising, enrollment management services and software.
Summit Agricultural Group
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Summit Agricultural Group engages in a diverse farming, agricultural investment, and farm management.
GreenState Credit Union
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GreenState Credit Union is a financial services company that specializes in laptop online banking.
F&G Life & Annuities
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F&G provides annuities and life insurance for over 700,000 people across the United States.
Benekiva
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Bridging the gap between life/annuity carriers, policyholders, and beneficiaries with a #beneficiaryfirst mindset.
Heartland Financial
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Founded in 1981, Heartland Financial USA, Inc. is a $4.9 billion multibank holding company offering uniquely different banking solutions
SHAZAM Network
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One of the last remaining member-owned and -controlled financial services providers and debit processors in the industry.
TMG
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TMG is a card processing and payment solutions for credit unions and community-based financial institutions.
TSB Bank
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TSB Bank is a bank that provides various banking products and services.
TrueNorth Companies
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TrueNorth Companies is an insurance and financial services firm.
GreatAmerica Financial Services
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GreatAmerica is a nationwide provider of commercial equipment and technology financing.
Brokers International
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Brokers International is an insurance company providing financial and marketing programs.
Sammons Financial
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Sammons Financial is a group of financial companies, including some of the most enduring and stable businesses.
Farm Bureau Financial Services
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Farm Bureau Financial Services offers auto, life, home and property insurance products along with personal service to the clients.
Farmer Mac
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Farmer Mac is a financial-agricultural credit company that provides financial & agricultural solutions to rural agricultural communities.
Honkamp Krueger & Co., P.C.
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Honkamp Krueger & Co., P.C. is a Top 100 CPA and business consulting firm in the U.S. offering over 40 professional services.
EquiTrust
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EquiTrust Life Insurance Co operates as an insurance company and it provides life insurance and fixed annuity services to its clients.
American Trust Retirement
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American Trust Retirement is a financial services company providing customized retirement solutions in Dubuque, Iowa.
Farmers State Bank
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Farmers State Bank is a banking firm providing savings account, mortgage, and auto loan services.
Bankers Trust
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Bankers Trust Company provides banking products and services to businesses and individuals in Iowa.
HK Financial Services
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HK Financial Services is a financial company providing wealth management services.
Brokers Clearing House Ltd
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Brokers Clearing House is the premier Brokerage General Agency in the Midwest.
BVS Performance Solutions
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BVS Performance Solutions is a financial services company that offers staff training and online relationship building services.
Ascentra Credit Union
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Ascentra Credit Union are a democratically run, not-for-profit cooperative, driven by the input & participation of member-owners- people.
NCMIC
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NCMIC is a chiropractic malpractice insurance company that offers financial and insurance products.
Social Money
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Social Money is a financial services technology company creating innovative products that help consumers and its clients save.
SmartyPig
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SmartyPig is a website helping users save for specific financial goals by making their accounts public for friends and families.
Cottingham & Butler
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Cottingham & Butler is the 35th largest insurance broker in the US.
Dupaco Community Credit Union
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Dupaco Community Credit Union specializes in financial services & offers insurance, investment, business loans & employee benefit programs.
Northwest Bank
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Northwest Bank is a bank specializing in mortgage, consumer deposit, and lending services in Iowa and Nebraska.
Data Business Equipment
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Data Business Equipment has been helping to integrate technology into financial institutions throughout the Midwest.
West Bancorporation Inc
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West Bancorporation Inc is providing full-service banking and trust services to businesses and consumers.
The Veridian Group
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The Veridian look for new products and services, via a CUSO relationship, that will benefit credit union members and all credit unions.
Homesteaders
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Homesteaders is an insurance company that offers insurance, financial products and services to the funeral industry.
American Bank & Trust
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American Bank & Trust is a banking firm offering banking, virtual teller, and personal loan services.
Vortex Blockchain Technologies
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Vortex Blockchain Technologies is a crypto asset holdings company.
Veridian Credit Union
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Veridian Credit Union offers a full range of consumer financial services.
Ames National Corporation
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Ames National Corporation is a financial services holding company that offers services, support, and advice to shareholders and customers.
Cedar Rapids Bank & Trust
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Cedar Rapids Bank & Trust provides banking, wealth management, and financial services.
Hills Bank and Trust Company
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Hills Bank and Trust Company is a banking firm that offers banking, real estate lending, and notary services.
Midwest Heritage, A Hy-Vee Company
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Midwest Heritage, A Hy-Vee Company is a full-service financial center in Iowa.
Iowa Student Loan
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Iowa Student Loan specializes in providing scholarships, planning tools, refinance and loans for students.
Allied Insurance
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Allied Insurance provides insurance to individuals, families and businesses.
Raccoon Valley Bank
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Raccoon Valley Bank is a banking & financial services company located in Adel.
Affiliates Management Company
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Affiliates Management Company is a wholly-owned holding company.
First National Bank of Muscatine
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First National Bank of Muscatine is a bank offering personal banking, business banking, and mobile banking services.
LendTrade
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LendTrade is a company which helps financial institutions simplify and accelerate the process of growing their loan portfolios.
DuTrac Community Credit Union
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DuTrac Community Credit Union provides saving account, checking, auto/personal loans, wealth management and online services.
UFG Insurance
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The United Fire Group (UFG) companies join together to offer a range of property/casualty products.
Federal Home Loan Bank of Des Moines
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Federal Home Loan Bank of Des Moines is a financial services company providing mortgage and small business lending services.
Asymmetria Group
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Asymmetria Group provides access to private markets through an institutional quality sponsor network.
Broker Dealer Financial Services Corp.
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Broker Dealer Financial Services Corp. is a financial services company offering investment and insurance services.
Iowa State Bank
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Iowa State Bank is a community bank with services across Iowa.
HomeServices Lending, LLC
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HomeServices Lending is a financial services company that offers renovation loans and investment property services.
State Bank & Trust Co.
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State Bank & Trust Co. is a banking firm based in Nevada, Iowa that provides personal and business banking services.
Athene Annuity & Life Assurance Company
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Athene Annuity & Life Assurance Company is an emerging leader in fixed annuities and reinsurance for the US retirement savings market.
Farmers State Bank, Marion
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Farmers State Bank, Marion is a personal and business bank based in Iowa.
Berthel Fisher
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Berthel Fisher offers investment brokerage, wealth management, and investment banking services.
Heritage Bank NA
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Heritage Bank NA has operations in Minnesota, Iowa and South Dakota.
Security National Bank: Sioux City, IA
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Security National Bank: Sioux City, IA is a northwest Iowa-based bank.
Liberty National Bank
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Liberty National Bank celebrated its fifteenth anniversary in 2018 that Focus on the needs of local families, businesses and farmers.
Miles Capital, Inc.
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Miles Capital is an investment management company specializing in asset management and advisory services.
Transamerica Life Insurance Company
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The Transamerica Corporation is an American holding company for various life insurance companies and investment firms
Foster Group
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Foster Group is a financial services company that specializes in financial planning and investment advisory services.
Bank Midwest, One Place
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Bank Midwest, One Place is a commercial financial service provider with offices in Minnesota, Iowa and South Dakota.
BadCreditCashASAP
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Help you find safe, easy, and convenient borrowing solutions for your urgent financial needs.
CustomOne CFO & Controllers
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CustomOne CFO & Controllers is a financial service company that assists businesses with accounting, tax, financial planning and analysis.
R.I.A. Federal Credit Union
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R.I.A. Federal Credit Union offers banking and financial solutions.
Quad City Bank & Trust
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Quad City Bank & Trust is a full-service community bank in Iowa.
Ohnward Bancshares
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Ohnward Bancshares renders banking, farm management, tax, accounting, insurance, retirement, wealth and financial advisory services.
Grinnell State Bank
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Grinnell State Bank is a provider of banking and financial services.
Washington State Bank
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Washington State Bank offers products and services including online, mobile banking, account options, loans, fraud protection and more.
UPSTREAM Investment Partners, LLC
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UPSTREAM Investment Partners is a financial services company offering financial consultancy services.
Interstate Insurance Services
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Interstate Insurance Services is an insurance services provider.
Premier Advisors
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Premier Advisors is an independent financial management firm.
Continental Western Group
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Continental Western Group specializes in commercial insurance services.
FNNB Bank
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FNNB Bank provides banking products and services.
Banleaco
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Banleaco is a consulting company that provides equipment financing services for medical, construction and agriculture sectors.
Legacy Financial Group
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Legacy Financial is a company which provides Financial Planning, Wealth Management, Financial Adviser & Investment Advise services.