Top Virginia Financial Services Startups (46)

NuvoLogic Consulting focuses on financial management and information technology solutions for private and public sector clients. We have expertise in financial services, housing, mortgage finance, and Credit Reform. Our approach allows us to effectively deconstruct pain points, deliver insights, and drive performance. We employ practical innovation to provide a customized solution using technologies that best fit our client's needs; subject...

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...

A premier outsourced accounting and finance firm located in the Washington, D.C. area serving clients across the country. We provide outsourced accounting and finance to small businesses, government contractors, and nonprofit organizations. Our services include part-time CFO support, bookkeeping, and payroll processing as well as tax planning and preparation.

Hantzmon Wiebel provides solutions that create lasting value for businesses, individuals, and nonprofits. As Central Virginia’s leading independent accounting firm, we are committed to making a positive impact both locally and internationally. Guided by our core values of integrity, balance, teamwork, service, commitment, and excellence, we foster future leaders who deliver exceptional value to our clients.

WellsColeman was founded in 1945 and has been providing our clients with exceptional service ever since. We have grown into one of the leading accounting and consulting firms in the area and have served several generations of families and their businesses, helping them adapt to ever-changing business conditions. At WellsColeman, our mission is to achieve extraordinary results by inspiring and...

Quanta Credit Services provides digital-first collections and recoveries solutions to the lending and debt collection industries.

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...

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...

NeoSystems LLC. provides outsourced accounting & financial management, human capital, information technology, hosting and managed security services to government contractors and nonprofit organizations. Our flexible approach, highly experienced staff, and best-in-class software applications allow clients to reduce their accounting and financial costs, hire, on-board, evaluate, develop and terminate staff while meeting rigorous and continuously changing government standards and program requirements...

The Groove is a modern enterprise consultancy focused on leveraging the power of next-gen technologies, industry insights and critical thinking to help clients solve their most challenging business problems. The Groove is founded by the practitioners behind a global consulting organization, who for 20+ years, delivered cloud technologies and unique business solutions to over 1,000 clients across multiple industries. Backed...

Chess Consulting offers a unique combination of government contracting regulatory expertise, technical accounting and reporting knowledge, and business systems and risk management experience along with forensic accounting investigative skills and expert testimony services. We develop practical and sustainable solutions that address difficult compliance and business issues. Government contracting is unique. So is our dedication to government contractors. We are always...

Heritage is the destination financial partner for purpose-driven people who want to achieve more with their money. Plenty of firms can help you make money. Far fewer can help you make a difference. At Heritage, your purpose becomes our compass, leading us to creative and integrated strategies that make your goals a reality. By championing unconventional thinking, collaborative planning and...

First Carolina Bank is a high-touch community bank that serves Cary, Raleigh, Reidsville, Rocky Mount and Wilmington, North Carolina; Columbia and Greenville, South Carolina; Virginia Beach, Virginia; and Atlanta, Georgia. Our Commitment We do the day-to-day things in banking extremely well. Around The Community First Carolina Bank is dedicated to making a positive impact in all of our communities. We do...

NETBankAudit is a unique financial industry audit and network security testing firm specializing in providing GLBA, FFIEC and SOX compliant assessment and audit services to community financial institutions. We have hundreds of clients supported by our services throughout the US. The name NETBankAudit has become the standard for quality, independent audit services at affordable pricing.

At Glassman Wealth Services, we are here to help uncomplicate the financial decisions you need to make now, and we continue to guide you as your life’s situations change. First, and most importantly, we are a fiduciary which means that we put your interests first. Period. We sell no products, we have no quotas. Our relationship with you and your family...

Mason was founded in 1982 to provide private individuals and families with highly customized financial planning, investment management and charitable giving advice. Mason also provides financial planning to senior corporate executives at companies that sponsor financial planning as a corporate benefit. Since 1982, we have grown our business to include investment consulting for institutions, including foundations, endowments, corporate funds, and retirement...

Formed in February 2021 through the merger of leading fintech companies ODX and Fundation, Linear Financial Technologies (“Linear”) is the leading digital account origination and insights platform serving the business banking and adjacent markets. Linear simplifies the borrowing and account opening experience for customers and streamlines loan and deposit origination workflows, empowering digital transformation. Embedded in the solution is a...

Founded by seasoned technology company executives, Legacy focuses on mission-critical real estate being fundamentally impacted by new technologies: digital and physical supply chains, future workplaces, and life sciences. Legacy’s principals have leveraged this platform, as well as their public company C-level experience, across the past two decades to complete over $2.75 Billion in transactions across 19 million square feet of data...

The Roseline Group is a Richmond based professional services firm specializing in providing tax preparation and planning; investment management and consulting; and financial planning to individuals and their families, as well as closely held businesses. With well over 100 years of combined experience, we are able to draw on our wealth of technical knowledge and know-how in providing a holistic...

OCT Consulting LLC is an SBA-certified 8(a) small disadvantaged business providing federal government and commercial clients with highly skilled professional services. OCT Consulting's executive team and consultants are seasoned professionals and highly sought after leaders with experience at industry leading consulting firms.