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63 Best Rhode Island Finance Companies and Startups

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This article showcases our top picks for the best Rhode Island 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 Rhode Island Finance Startups

Data sourced from Crunchbase and SemRush.

Splitwise

Splitwise

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Splitwise is a mobile app and web platform that builds consumer FinTech software to help users split expenses.

Beeline

Beeline

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Beeline is a developer of a digital home loan lending platform intended to simplify the process of financing.

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Providence Equity Partners

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Providence Equity Partners is a private equity firm that focuses on media, entertainment, communications, and information investments.

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Nautic Partners

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Nautic Partners is a middle-market private equity firm with over $2.5 billion of equity capital under management.

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Textron

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Textron Inc. is a multi-industry company that leverages its global network of aircraft, defense, industrial and finance businesses to

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Andera

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Andera provides integrated online customer acquisition solutions for retail financial institutions.

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Butler And Messier

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Butler And Messier provide insurance and financial services.

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My Susu Inc

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Fintech Company that helps people save in peer groups to achieve financial goals and become more financially independent

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AeroMed Group

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AeroMed Group is an investment company that manages and grows aerospace and defense small businesses

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Millennium Consulting

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Millennium Consulting offers professional staffing services.

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Home Loan Investment Bank

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Home Loan Investment Bank is a banking institution headquartered in Rhode Island.

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WeOwe

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WeOwe is a social venture with a mission to help eradicate student debt.

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Napatree Capital

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Napatree Capital is an investment management firm specialized in wealth advisory and asset allocation services.

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Geasphere Advisors

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Geasphere Advisors provides financial planning, investment strategy, insurance strategies, tax planning and tax preparation services.

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Barrett and Company

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Barrett & Company is an investment firm that specializes in unparalleled client experience with outstanding personal services.

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BankScout

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BankScout is a digital platform that helps people organize banking relationships with an easy way to manage promotional offers.

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Magna Hospitality

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Magna Hospitality is a privately held hotel real estate investment firm.

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RIHI The Home Improvement Specialist

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RIHI The Home Improvement Specialist offering replacement windows, roofing, siding, cabinet refacing, and kitchen and bath remodeling.

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Marshall Insurance

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Marshall Insurance is a financial & insurance services firm that offers various insurance services.

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Hybrid Capital Group

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Hybrid Capital Group is a commercial mortgage brokerage company.

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Weston Financial

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Weston Financial specializes in offering investment, retirement, tax planning, insurance, banking and security services.

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A-Stat Medical Billing Management

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A-Stat Medical Billing Management renders accounts receivable management, practice technology options and financial analysis services.

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Newman Dignan & Sheerar

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Newman Dignan & Sheerar provides investment services.

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Blue Fin Capital

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Blue Fin Capital is a financial firm that specializes in investment management, wealth strategies and financial planning services.

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Delgrande & Montefusco

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Delgrande & Montefusco provides accounting, SBA loan packaging, tax and retirement planning services for individuals and businesses.

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The Financial Valuation Group

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The Financial Valuation Group specializes in forensic accounting, business valuations, and consulting services across various industries.

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Axis Advisors

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Axis Advisors provides investment management and financial planning services.

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Eliot•Rose Wealth Management

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Eliot•Rose Wealth Management is a financial planning and investment management firm.

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Jerold M Weisman

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Jerold M Weisman offers estate planning, taxation, Quickbooks, accounting, strategic business planning & cash flow management services.

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Procaccianti

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Procaccianti is an investment firm that specializes in private equity, real estate and hospitality services.

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Greenwich Business Capital

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Greenwich Business Capital offers commercial financing solutions.

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Rhode Island Infrastructure Bank

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Rhode Island Infrastructure Bank is to actively support and finance investments in the State’s infrastructure.

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Quick Tax Services

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Quick Tax Services provides a complete range of federal and state tax preparation services to individuals and businesses.

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Cornerstone Investment Services

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Cornerstone Investment Services is a financial company that provides personalized investment advice.

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Digennaro & Palumbo

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DiGennaro & Palumbo specializes in accounting, tax, audit, Quickbooks, financial & retirement planning services to individuals & businesses.

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Greater Providence Chamber of Commerce

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Greater Providence Chamber Foundation is a comapny that deals with PPE distribution and business ,economic development and other services.

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Aaronson Lavoie Streitfeld Diaz

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Aaronson Lavoie Streitfeld Diaz have been serving individuals, small businesses and non-profit.

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Ocean State Tax Service

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Ocean State Tax Service specializes in accounting, tax preparation and filing services.

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Fradin & Company

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Fradin & Company renders taxation, accounting, bookkeeping, payroll, cash flow management, business valuation & financial planning services.

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Weybosset Research & Management

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Weybosset Research & Management renders financial services that include private equities and investment management strategy services.

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Ward, Fisher & Company

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Ward, Fisher & Company offers audit, bookkeeping, accounting, sales tax, payroll, analysis, tax and financial preparation services.

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Buco & Buco

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Buco & Buco provides accounting, bookkeeping, tax preparation and payroll services.

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Runci Group

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Runci Group specializes in providing a wide range of brokerage, advisory, capital raising and portfolio management services.

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Buco & Associates

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Buco & Associates provides accounting, payroll, bookkeeping, tax preparation for individuals and businesses.

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David Krekorian, CPA

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David Krekorian, CPA offers accounting, audit representation, payroll, bookkeeping, quickbooks and small business consulting services.

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Downtown Providence Parks Conservancy

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Downtown Providence Parks Conservancy is a nonprofit organization that renders economic revitalization and public programming services.

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JSB Tax Services

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JSB Tax serves small and medium-sized businesses and individuals mainly in the Rhode Island and SE Massachusetts Area.

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Anchor Financial Mortgage

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Anchor Financial Mortgage offers mortgage programs, home purchase and business loans, refinance, and mortgage lending services.

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Tameracq Partners

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Tameracq Partners engages in advising sellers and buyers for marketing the business.

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Unit Economics

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Unit Economics provides comprehensive solutions of research services on small and medium cap equity securities to institutional investors.

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Retirement & Benefit Partners

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Retirement & Benefit Partners offers retirement planning, wealth management, taxation, insurance and advisory services.

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Abacus Benefit Consultants

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Abacus Benefit Consultants is a financial advisory firm.

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Di Martino and Associates

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Di Martino and Associates is a family accounting business consisting mainly of individual taxpayers and small businesses.

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Oridium

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Oridium expertise in acquiring products and companies in exchange for financing or management.

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Bookkeeping Resources

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Bookkeeping Resources helps businesses in the management of financial records and reports.

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Sinel Wilfand & Vinci CPA’s

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Sinel Wilfand & Vinci CPA’s is an accounting firm that offers accounting, audit, tax and consulting services.

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Health Benefit Advisors

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Health Benefit Advisors is a full-service Employee Benefits consulting firm offering group health insurance to retirement planning services.

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Vachon Financial Services

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Vachon Financial Services renders estate planning, retirement income planning, investment, taxation and consulting services.

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Golden, Gormly & Company

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Golden, Gormly & Company offers accounting, financial reporting, business valuation, QuickBooks support and consulting services.

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United Tennessee Bankshares

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United Tennessee Bankshares is the holding company for Newport Federal Bank, a bank that offers a range of financial services.

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Ritacco & Associates

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Ritacco & Associates offers financial consultancy services.

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Barbara Holmes

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Barbara Holmes provides accounting and financial services.

Written by Mark Smith

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