Best Startup
This article showcases our top picks for the best Virginia 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
[adace-ad id=”7108″]
Top Virginia Financial Services Startups
Data sourced from Crunchbase and SemRush.
GL Herndon Insurance Agency
Crunchbase Website Twitter Facebook Linkedin
GL Herndon Insurance Agency is an independent insurance agency that specializes in auto, home, business and life insurance services.
Jo’s Tax Service
Crunchbase Website Twitter Facebook Linkedin
Jo’s Tax Service is a financial firm that provides tax management, bookkeeping, and consulting services.
WMF
Crunchbase Website Twitter Facebook Linkedin
WMF is one of the largest independent commercial mortgage bankers in the United States.
Davis & Associates
Crunchbase Website Twitter Facebook Linkedin
Davis & Associates offers accounting, payroll, bookkeeping, cash flow management, CFO, audit, tax planning and preparation services.
Telebank Financial
Crunchbase Website Twitter Facebook Linkedin
Telebank Financial provided financial products and services to customers in the US through the Internet, telephones.
Northern Star Credit Union
Crunchbase Website Twitter Facebook Linkedin
Northern Star Credit Union is a community-based, non-profit, financial cooperative, located in Portsmouth, VA.
Capital One Careers
Crunchbase Website Twitter Facebook Linkedin
Capital One Careers is a diversified banking company focused primarily on consumer and commercial lending and deposit origination.
CommonWealth Financial Planning
Crunchbase Website Twitter Facebook Linkedin
CommonWealth Financial Planning provides investment management, budgeting, insurance, employee benefits, tax & retirement planning services.
Douglas McCown
Crunchbase Website Twitter Facebook Linkedin
Douglas McCown is focusing on employee benefits and on individuals for the companies.
Synergy Financial Group
Crunchbase Website Twitter Facebook Linkedin
Synergy Financial Group is an advisory firm that provides wealth management and planning strategies to enhance financial growth for clients.
New Paradigm Capital Management
Crunchbase Website Twitter Facebook Linkedin
New Paradigm Capital Management is a financial management company that offers capital preservation and investment advisory services.
Security One Federal Credit Union
Crunchbase Website Twitter Facebook Linkedin
Security One are committed to providing members with exceptional service and strive to fulfill your financial dreams.
Virginia Beach Postal Federal Credit Union
Crunchbase Website Twitter Facebook Linkedin
Virginia Beach Postal Federal Credit Union operates as a financial cooperative that provides financial solutions.
Falcon Affiliates
Crunchbase Website Twitter Facebook Linkedin
Falcon Affiliates is a consulting firm that provides investment strategies to enhance business growth for various organizations.
Ginsberg, Nottingham and Mapp
Crunchbase Website Twitter Facebook Linkedin
Ginsberg Nottingham and Mapp is an accounting firm that engages in payroll, bookkeeping, assurance, tax planning and preparation services.
Kormendi Gardner Partners
Crunchbase Website Twitter Facebook Linkedin
Kormendi Gardner Partners is a financial firm that provides litigation support, private equity, research and investment banking services.
Coastal Benefits Group
Crunchbase Website Twitter Facebook Linkedin
Coastal Benefits Group is a financial service-based insurance agency that mainly provides health to medicare insurance services.
Compton Wealth Advisory Group
Crunchbase Website Twitter Facebook Linkedin
Compton Wealth Advisory Group renders financial planning, education, retirement planning, insurance and investment management services.
Strasburg State Bank
Crunchbase Website Twitter Facebook Linkedin
Strasburg State Bank offers online banking, loan, online bill pay, cash, fax, direct deposit, notary, debit and ATM services.
Brock-Norton Insurance Agency
Crunchbase Website Twitter Facebook Linkedin
Brock-Norton Insurance Agency engages in insurance and risk management services.
Jormandy
Crunchbase Website Twitter Facebook Linkedin
Jormandy is a financial firm that provides debt-buying and consulting services to promote business growth for organizations.
Capital Fiduciary Advisors
Crunchbase Website Twitter Facebook Linkedin
Capital Fiduciary Advisors specializes in financial planning, wealth management, investment consulting, tax and estate planning services.
Dastvan
Crunchbase Website Twitter Facebook Linkedin
Dastvan provides accounting and financial services.
Alexis Advisors
Crunchbase Website Twitter Facebook Linkedin
Alexis Advisors provides investment advisory, wealth management, financial and retirement planning, and consulting services.
Washington Wealth Advisors
Crunchbase Website Twitter Facebook Linkedin
Washington Wealth Advisors offers financial planning, investment management, portfolio analysis and consulting services.
Abas
Crunchbase Website Twitter Facebook Linkedin
Abas is an accounting advisory firm that offers reporting, budgeting, cash flow analysis, and financial systems implementations services.
Towne First Mortgage
Crunchbase Website Twitter Facebook Linkedin
Towne First Mortgage is a hometown mortgage company.
Avenue Tax Service
Crunchbase Website Twitter Facebook Linkedin
Avenue Tax Service is an accounting service company.
Small Business Specialists
Crunchbase Website Twitter Facebook Linkedin
Small Business Specialists provides accounting, payroll, QuickBooks training, IRS representation, tax planning and preparation services.
Johnson & Associates
Crunchbase Website Twitter Facebook Linkedin
Johnson & Associates provides accounting, tax, bookkeeping, QuickBooks, and consulting services to individuals and businesses.
Emergent Financial Services
Crunchbase Website Twitter Facebook Linkedin
Emergent Financial Services provides biotech strategy, investment advice, financial, and business planning services.
Mainsail Wealth Advisors LLC
Crunchbase Website Twitter Facebook Linkedin
Mainsail Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.
McMillion & McMillion
Crunchbase Website Twitter Facebook Linkedin
McMillion & McMillion offers accounting, bookkeeping, auditing, retirement planning, consulting, reviews, taxation & compilation services.
Southeastern Underwriters
Crunchbase Website Twitter Facebook Linkedin
Southeastern Underwriters faces unique challenges when insuring financial institutions and auto finance companies.
Credit Union of Richmond
Crunchbase Website Twitter Facebook Linkedin
Credit Union of Richmond offers savings accounts, checking accounts, credit cards, loans, mortgages and online banking services.
Custom Credit Card Processing
Crunchbase Website Twitter Facebook Linkedin
Custom Credit Card Processing provides POS systems and credit card processing services.
Aser Capital
Crunchbase Website Twitter Facebook Linkedin
Aser Capital focuses on pipeline development, impact investing, fund structuring, business development, and product development services.
PlantechHub
Crunchbase Website Twitter Facebook Linkedin
PlantechHub is an innovative financial planning software that enables advisors to enhance client portal, presentation and plan creation.
PENTECO
Crunchbase Website Twitter Facebook Linkedin
PENTECO provides personal and business insurance solutions along with financial services through a professional and personal approach.
Brown’s Accounting & Tax Service
Crunchbase Website Twitter Facebook Linkedin
Brown’s Accounting & Tax Service provides accounting and tax services.
Asenti Diligence Partners
Crunchbase Website Twitter Facebook Linkedin
Asenti Diligence Partners is a firm that provides financial, accounting, portfolio monitoring, and other transaction-related services.
The Anderson Group
Crunchbase Website Twitter Facebook Linkedin
The Anderson Group offers tax, IRS representation, accounting, payroll, and QuickBooks services that help clients achieve their goals.
D’Orazio & Associates
Crunchbase Website Twitter Facebook Linkedin
D’Orazio & Associates offers risk management, tax preparation, business planning, financial advisory and investment management services.
Heritage Business Strategies
Crunchbase Website Twitter Facebook Linkedin
Heritage Business Strategies offers asset management, portfolio analysis, and retirement solutions.
MacRae Associates
Crunchbase Website Twitter Facebook Linkedin
MacRae Associates is a financial firm that offers a complete range of accounting and taxation services for individuals and services.
Future Profits Consulting
Crunchbase Website Twitter Facebook Linkedin
Future Profits Consulting specializes in agricultural and financial sectors that offer financial analysts, CFP, and consulting services.
WBA Insurance
Crunchbase Website Twitter Facebook Linkedin
WBA Insurance is an independent insurance firm that provides a wide range of insurance products to help you prepare for the unexpected.
Kay Investments
Crunchbase Website Twitter Facebook Linkedin
Kay Investments provides financial consultation, investment advisory and wealth management services.
Keiter Advisors
Crunchbase Website Twitter Facebook Linkedin
Keiter Advisors specializes in mergers, acquisitions, sell-side advisory, financial modeling, capital raising, and cash management services.
Executive Insurance Benefits
Crunchbase Website Twitter Facebook Linkedin
Executive Insurance Benefits provides retirement, estate, investment, insurance, lifestyle, money, and tax services.
Finance USA
Crunchbase Website Twitter Facebook Linkedin
Finance USA offers a range of financial products and services include home loans, refinance, investment, and commercial loans.
WB Elite Tax & Accounting
Crunchbase Website Twitter Facebook Linkedin
WB Elite Tax & Accounting specializes in taxation, bookkeeping, accounting, payroll, and IRS representation services.
Health Savings Administrators
Crunchbase Website Twitter Facebook Linkedin
Health Savings Administrators renders health saving accounts, third party administration, investment solution and consulting services.
