Top Washington, DC Financial Services Startups (57)

Founded as an independent life insurance brokerage firm in 1989, Winged Keel Group specializes in the structuring and administration of large block life insurance portfolios for sophisticated business owners, private investors, executives, and ultra-affluent families. Since inception, we have helped clients acquire more than $95 billion of coverage using a variety of sophisticated planning and product strategies, which help our...

2nd Order Solutions (2OS) is a consulting firm that specializes in applying cutting edge analytics to the world of consumer lending. 2OS builds custom machine learning models and develops credit strategies for firms ranging from small lending startups to top four banks.

CEG was established with a mission of creating extraordinary real estate, credit and debt solutions for clients throughout the country. That mission continues to be a driving force still today. CEG has always sought out the country’s most creative and professional loan modification processors, debt settlement experts, credit repair experts and legal professionals available today. This enables us to be...

IntraFi is the leading provider of FDIC-insured deposit solutions. Its network of nearly 3,000 banks—the largest of its kind—includes most of the nation’s community banks and minority depository institutions. Through the size and diversification of IntraFi’s network, members gain access to tens of billions of dollars in funding, the highest per-depositor and per-bank capacity, and the ability to request large-dollar...

HubSync is a cutting-edge tax & accounting technology platform founded by a team of veteran professionals who are passionate about modernizing accounting technology. Frustrated with the limitations of traditional tax & accounting preparation systems, the HubSync team has reimagined the experience from the "outside in" for clients and the "inside out" to dramatically improve CPA productivity. By automating the entire process...

ADDX is an investment platform that offers access to world-class private market investments in fractions made possible with blockchain technology. Private markets have always been exclusive to the ultra-wealthy and institutional investors, for no other reason than being set up that way. Today’s technology has already revolutionised investing for the masses, democratising access to the public markets. Yet private markets continue to...

Allocore powers the leading government loans, grants, and fraud prevention programs with a unified platform built for efficiency and security. With trillions in loans and grants processed and billions in fraud prevented, Allocore brings the precision of commercial banking technology to the public sector. Our cloud-based, commercially available platform offers a comprehensive suite of solutions, from loan origination and servicing...

Capstone is a global strategy firm helping corporations, industries, and investors navigate the local, national, and international policy and regulatory landscape. With offices in Washington, DC, Houston, London, Brussels, and Sydney, our work explores how policy affects companies, industries, and investments in the financial services, health care, TMT, and energy sectors. We work with a diverse group of corporate and...

OTC Markets Group Inc. (OTCQX: OTCM) operates regulated markets for trading 12,000 U.S. and international securities. Our data-driven disclosure standards form the foundation of our three public markets: OTCQX® Best Market, OTCQB® Venture Market and Pink® Open Market. Our OTC Link® Alternative Trading Systems (ATSs) provide critical market infrastructure that broker-dealers rely on to facilitate trading. Our innovative model offers...

CrossBoundary is a mission driven investment firm that unlocks the power of capital for sustainable growth and strong returns in underserved markets. We take a transaction centered approach to underserved markets. CrossBoundary provides investment advisory services, having developed a specialized expertise in unlocking investment across all sectors in emerging and underserved markets. Our advisory clients include governments, development finance institutions,...

At Curi Capital, our goal is to create value for our clients. Leveraging our team’s insight and expertise, we deliver financial advice and investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers. Wealth Advising | For individuals and families, our advisory and investment professionals work together to craft and deliver an integrated wealth plan...

The Brydon Group partners with entrepreneurs to acquire small businesses and support the effective transition of small businesses to the next generation of owners.

Inspiration is the first purpose-built EV solutions company. Our mission is to accelerate the electrification of transportation by partnering with fleet businesses to finance vehicles and deliver turnkey charging solutions to enable the rapid deployment of reliable, low-cost, zero-emissions EV fleets. Acting as a partner and system integrator, Inspiration designs and implements a custom solution that ensures every fleet electrification...

Founded in 2009 and headquartered in the Washington DC metro area, Trilogy Federal is a verified service-disabled, veteran-owned small business (SDVOSB) providing financial management and information technology consulting to the Federal government. Trilogy has an extensive and distinctive history helping Federal clients achieve their financial management goals. Our leadership team has over 60 years of combined experience supporting Federal financial...

Red Cell Partners is an incubation firm building rapidly-scalable technology-led companies that are bringing revolutionary advancements to market in three distinct practice areas: healthcare, cyber, and national security. United by a shared sense of duty and deep belief in the power of innovation, Red Cell is developing powerful tools and solutions to address our Nation’s most pressing problems

Social Finance is a national impact finance and advisory nonprofit. We work with the public, private, and social sectors to create partnerships and investments that measurably improve lives. Since our founding in 2011, we have mobilized $350 million in new investments designed to help people and communities realize improved outcomes in education, economic mobility, health, and housing. In addition to...

FedTech is a venture firm that thrives at the intersection of US entrepreneurship, breakthrough technologies, and mission-driven organizations. Since 2015, we have been driving forward deep tech ventures across the DoD, NASA, DoE, universities, and federal labs. Through our startup studios, accelerators, internal innovation, and corporate venture programs, we work with individuals, companies, and government agencies to stay at the...

Nitra’s mission is to overhaul the healthcare industry with radically efficient and transparent solutions. Nitra empowers providers to find the right balance between supporting their patients and running their practice – starting with tools that deliver a simpler, smarter way to manage their spending. Nitra solutions integrate seamlessly with the complex business processes of the industry. Our goal is to provide...

Formerly known as Tempus, Monex USA has provided corporate clients with industry-leading foreign exchange, risk management, and international payment solutions for over 23 years. Headquartered in Washington, DC, Monex USA has New York and Beverly Hills offices. As part of the global financial group of Monex, the company leverages a combined annual FX volume of over $247 billion and 2,800...

We are the Credit Union’s one-stop-shop for digital deposit account opening, frictionless loan applications (POS), perpetual pre-approval and recapture efforts. The platform successfully drives direct member, loan & deposit growth, boosts profitability, increases share of wallet and reduces the cost to produce loans through efficiency gains. Our founders enjoy nothing more than speaking to and learning from Credit Union leaders....