Top Virginia Financial Services Startups (44)

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.

WiserAdvisor.com was founded in 1998 to ensure a high-quality fit for both consumers and financial advisors. We are an industry leader in helping screened motivated investors get connected with up to 3 qualified financial advisors. Our nationwide network includes financial advisors from large fortune 500 companies as well as small independent financial firms. The potential investors are seeking financial advice or...

Founded in 1994 in Richmond, VA, The London Company is a majority employee-owned firm managing $31.2B in assets* across the capitalization spectrum. We apply a singular investment approach with a team-based decision-making process. *Includes model program assets (UMA) of $17.0B as of 6/30/2022. This material is not financial advice or an offer to sell any product. The information provided in this...

Our Path to Growth in Virginia and Tennessee In 1993, The Trust Company of Virginia was founded as Virginia’s first independent trust company. In 2008 we formed TCV Financial, a holding company for The Trust Company of Virginia’s five offices and future affiliates. We opened our sixth office in Knoxville, Tennessee in 2018 and became a Tennessee chartered trust organization, operating...

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...

All-in-one venue for entrepreneurs to streamline their small business-bookkeeping, tax prep and payroll processing with unmatched accuracy in a affordable way. Target customers are entrepreneurs, small businesses, professional companies, startups & tech companies, and small non-profit organizations.

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...

Renner and Company speaks your language. Accounting is the language of enterprise and we speak it fluently. We can translate your goals into plans, your operations into results and your oversight into clarity. Founded more than 25 years ago, Renner and Company is located in Old Town Alexandria, Virginia. In an ever-changing business environment, the firm's commitment has remained the...

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...

SIMA supports employers in streamlining business operations by integrating tax & accounting, employee benefits, payroll & workforce management, retirement plans and wealth management.

As a Virginia-based, 501(c)(3) nonprofit corporation, VCDC is able to bring statewide resources to local community housing needs, play a leadership role in the development of statewide housing policy, and provide expertise required for the development of affordable housing and access to Low-Income Housing Tax Credits (LIHTC), Historic Rehabilitation Tax Credits and New Markets Tax Credits. VCDC is Virginia’s largest...

CFRA is a global leader in financial intelligence solutions and insights. Our experienced team of experts delivers timely and actionable analysis across global markets and multiple research disciplines, ensuring you always have our most up-to-date views, analysis, and data at your fingertips so you can make smarter and faster decisions. Founded as the Center for Financial Research and Analysis in 1994, today...

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...

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...

A Washington, DC-based firm specializing in unique management solutions at the forefront of strategy, program and financial management consulting. Lynch Consultants, LLC, is a premier management consulting firm focused on providing direct support to the Federal Government and market penetration support to commercial companies seeking to expand their presence in the Federal sector. For our Federal clients, we provide strategic, 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.

Our mission is to deliver expert cryptocurrency tax accounting services tailored to the unique needs of our clients. Through our profound expertise, innovative solutions, and client-centric approach, we endeavor to deliver unparalleled value, accuracy, and peace of mind. Committed to navigating the ever-evolving crypto taxation landscape, we strive to minimize tax liabilities and facilitate the achievement of financial goals with...

Nodal Exchange is a derivatives exchange providing price, credit and liquidity risk management solutions to participants in the North American energy markets. Nodal Exchange is a leader in innovation, having introduced the world’s largest set of electric power locational (nodal) futures contracts. Nodal Exchange currently offers over 1,000 contracts on hundreds of unique locations, providing the most effective basis risk...

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...

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...