Top Maryland Financial Services Startups (43)

Sunwater Capital invests in real estate, proptech, healthcare, and information. Real estate Sunwater invests across most real estate asset classes, including existing properties, value-added assets, ground-up development projects, and complementary asset managers. Information Sunwater invests in businesses that commercialize data and analytics in diverse industries. Healthcare Sunwater invests in healthcare technology and services businesses that are driving superior outcomes through new business models, data, and...

The Oakleaf Group is an advisory firm with expertise in risk analytics and financial modeling for the mortgage and financial services industries. We work to tailor solutions to match the needs of our clients and industry standards, combining customer knowledge with domain expertise and operational flexibility. Our culture of client-focus and responsiveness, coupled with continual process improvement and quality, position...

NMLS ID # 898795. Dominion Financial Services is a private lender serving professional single-family real estate investors. We offer fix & flip loans, 30-yr fixed rate rental loans, ground-up construction financing, and multifamily bridge loans. Dominion Financial Services was recognized by Inc. 5000 as one of the fastest-growing private company in America for 2022 and 2023.

Our mission is to elevate lives by leveraging the capabilities and expertise only the largest financial institutions can provide while delivering a deeply personalised experience. As your trusted partner and advocate, we bring clarity to complexity, empower your aspirations, reimagine the intersection of life and finances. Please visit www.focuspa.com.au

FSM provides accounting, finance and reporting services for AI, SaaS, investor backed cos., HNW individuals, family offices, and VCs

StarCompliance is the world's leading provider of compliance software to the global financial industry. Our clients include asset managers, broker-dealers, private equity firms, insurance providers, investment banks, and diversified financial institutions. Our scalable, easy-to-use solutions provide a 360-degree view of employee and business activity to help firms monitor and reduce risk, meet regulatory obligations, gain efficiencies, and drive employee adoption....

Obran is a cooperative conglomerate corporation. We acquire and hold profitable small to medium size businesses and real estate on behalf of our worker-owners. We believe that everyone should own their most precious asset: their time. Through our portfolio of small businesses and real estate holdings, Obran Cooperative empowers our workers with ownership and education. Our unique holding cooperative structure allows...

Viamericas offers money transfer, bill payment, check processing and top-up services at agent locations across the United States, and a network of thousands of pay-out locations throughout Latin America, India and Asia. Viamericas provides easy, fast and safe international payments and superior customer service.

HASI (NYSE: HASI) is a leading climate positive investment firm that actively partners with clients to deploy real assets that facilitate the energy transition. With more than $9 billion in managed assets, our vision is that every investment improves our climate future.

ProFunds, founded in 1997, is a premier provider of a diverse lineup of mutual funds offering trading flexibility to all shareholders. In addition to classic index funds, ProFunds offers leveraged and inverse funds that track a variety of broad market, sector and non-equity benchmarks. Together with ProShares, which launched the first U.S. leveraged and inverse exchange traded funds (ETFs) in...

At TydeCo, we believe business should be simpler, smarter, and a whole lot better. That’s why we provide end-to-end HR, payroll, finance, and technology solutions designed to handle the heavy lifting while you focus on what lights you up. Think of us as your behind-the-scenes crew: setting up smooth systems, managing the details, and equipping your team with the tools they...

At Chazin & Company, mission-driven accounting is our business, but non-profits are our passion. This passion, coupled with years of practical experience, has made Chazin & Company a premier provider of virtual accounting and finance solutions. What is “mission-driven accounting?” It’s simple—your mission drives our accounting approach. Chazin & Company combines a non-profit’s mission with our highly qualified nonprofit accounting professionals...

Started in 2015, Bobtail is on a mission to deliver freedom from inefficiencies in the supply chain and make people happy. Our vision is a supply chain without friction, fraud, waste, and abuse, where companies succeed based on the value they create. To help us achieve this goal, we have raised over $60 million. We believe in people, innovation, and...

Turning Point Financial is a full-service financial services firm where the advisors offer value-driven solutions: retirement planning; retirement income strategies; college savings plans; estate planning; tax maximization strategies for individuals and small businesses; life insurance solutions ("independent"​ means we shop for the best value!); long term care and disability income insurance. In the investment world things can get complicated very...

Founded in 2021, Method enables real-time access to user financial data and enables seamless liability repayment. Method’s mission is to make personal finance more autonomous. With Method’s APIs, financial institutions, credit unions, banks, and financial management apps can embed loan repayment, data, balance transfers, and bill pay automation into their user journey. As a result, Method is improving accessibility and...

Provision® IAM is a role-based identity access management (IAM) solution explicitly created with the unique needs of community banks and credit unions in mind. No other comparable system can effectively and affordably integrate your systems into an automated and centralized solution, with the built-in workflows you need to do business. Provision IAM provides both identity management and governance and actively...

We create the advanced software solutions that turn mortgage loan officers from heroes into superheroes, making every client's dream of homeownership a reality. The best part of a loan officer’s job is seeing a client’s face light up when they are told “yes”. When a mortgage application is approved and life in their dream home comes into full view, it’s a...

Rosen, Sapperstein & Friedlander, LLC (RS&F) is the leading CPA firm providing business advisory, accounting, and tax services for family offices, ultra-high net worth families, and middle-market organizations. Our team includes outstanding professionals who service clients with passion, focus, and entrepreneurial spirit. RS&F performs advisory, tax, audit, forensic accounting, business valuation, and accounting services. We work with clients in a...

The largest accounting and advisory firm for insurance agency owners in the country providing a one-stop financial infrastructure including monthly accounting, integrated payroll, CFO services, and tax preparation.

ImpactAssets is a nonprofit financial services firm that increases the flow of capital into investments that deliver financial, social and environmental returns. Our impact investment strategies, donor advised fund and knowledge resources provide a dynamic platform for wealth managers and the clients they serve to advance social or environmental change through investment. ImpactAssets seeks to shine a spotlight on and...