Top Wisconsin Financial Services Startups (29)
Pioneer Federal Credit Union has been providing financial services for Idahoans since 1954. Rooted in the philosophy of 'People Helping People,' it operates branches across Idaho, committing to improving the quality of life for its members and communities by providing innovative, low-cost financial solutions and honest financial rewards through a comprehensive line of products and services.
Established in 1915 by former Boston mayor James Michael Curley, City of Boston Credit Union is a member-owned financial institution. It provides a range of dependable, value-priced, and tailored financial services—including loans, mortgages, and savings accounts—to individuals who live, work, or attend school in designated Massachusetts communities. The credit union is dedicated to serving the financial needs of its members...
Annex Wealth Management is a fast-growing registered investment advisor founded with the goal of serving the complete financial needs of family, individual and business clients. The firm has earned a reputation for excellence in the industry by providing comprehensive and objective services, striving to understand the special circumstances of each client, focusing on their personal financial situation, and providing ongoing...
Security Financial Bank (SFB) is a locally owned community bank in Wisconsin specializing in business, agricultural, and insurance-industry banking. It provides financial solutions for individuals, businesses, and agricultural customers, with convenient online, mobile, and telephone banking options. Founded in Durand in 1934, the bank operates multiple Wisconsin locations and serves the communities and customers that rely on its local banking...
Bank of Luxemburg is proud to be a community bank owned by shareholders in the area. We have years of local decision making expertise, catering to the local communities we serve. We are here for our customers through all stages in life, helping to manage life changing events. Trusted advisors support our customers. Bank of Luxemburg offers both convenience and...
Key Mortgage is a full-service financial products provider consistently ranking among the top lenders in Chicagoland. The company has twice been named a Top Employer by National Mortgage Professional magazine and a top lender by Chicago Agent magazine. It has also been recognized for excellence both in Illinois and nationally by Ask a Lender, NAMMBA, and National Mortgage News. Key...
We are a team of dynamic, enthusiastic, and service-oriented individuals who want to make banking and mortgages easier for you. With our upcoming digital banking and mortgage-lending platforms, we're confident you'll feel right at home with the new Cornerstone Capital Bank. Cornerstone Capital Bank, SSB, Member FDIC, NMLS ID# 2258 (www.nmlsconsumeraccess.org) 1177 West Loop South, Suite 700, Houston, TX 77027 The Roscoe State...
Diversified Benefit Services, Inc. (DBS) is a Wisconsin-based, industry-leading third-party administrator (TPA) established in 1987. The company specializes in providing comprehensive plan design and reimbursement strategies, along with communication and enrollment solutions for various tax-advantaged benefit plans, including Flexible Spending Accounts (FSAs), Health Reimbursement Arrangements (HRAs), Health Savings Accounts (HSAs), ICHRAs, and COBRA.
Community State Bank of Orbisonia is a local community bank headquartered in Pennsylvania. Dedicated to supporting its customers and neighbors, the bank's mission is to enrich lives and elevate communities by providing a variety of personal and business banking services.
Tidal Financial Group is a leading ETF investment technology platform, founded in 2012 to create, manage, and grow ETFs with a focus on customer-centric solutions. Our comprehensive platform offers best-in-class strategic guidance, product planning, trust and fund services, legal support, operations support, marketing and research, and sales and distribution. With offices in New York, Chicago, Milwaukee, West Palm and Detroit, our...
The Equitable Bank, S.S.B., founded in 1927, is a trusted community bank serving Milwaukee and southeastern Wisconsin. It provides personal and business banking, loans, and financial services, specifically catering to hardworking families, homeowners, and small businesses. Dedicated to local decision-making and personal relationships, the bank focuses on helping its neighbors build stronger financial futures through service, integrity, and local leadership.
Ariel Investments is headquartered in Chicago, with offices in New York City, San Francisco, and Sydney. We serve individual and institutional investors through our no-load mutual funds and separate accounts. Since our founding in 1983, we have been disciplined long-term investors. This defining characteristic is the cornerstone of our investment philosophy, and symbolized by our turtle logo and the firm’s...
Foundation Finance Company (FFC) provides both prime and subprime installment and revolving credit financing for dealers and retailers in a variety of industries including home improvement, windows, roofing, siding, remodeling, HVAC, turf, and water treatment. FFC also purchases and services retail financing portfolios. Dealer enrollment is free: https://foundationfinance.com/dealer-application NMLS #916914
ALCIVIA is a leading, member-owned agricultural and energy cooperative based in Wisconsin, serving customers across Wisconsin, Minnesota, Illinois, and Iowa. The company provides specialized expertise and products in the areas of feed, fuel, propane, and grain. Supporting over 25,000 members, ALCIVIA offers a diversified portfolio of innovative and responsible solutions in animal nutrition and agronomy to drive long-term success for...
As a national retirement services company, The Retirement Advantage (TRA) provides third party administration and fiduciary services to plan sponsors, financial advisors, wealth managers and businesses of all sizes. Our commitment to providing expert consultation, resources and exceptional customer service has positioned TRA as one of the largest, privately held third party administrators in the nation. We proudly serve more...
Fortifi Bank is a Wisconsin-based community bank dedicated to helping local individuals, businesses, and communities grow. Founded in 1876 as the First National Bank of Berlin, it provides a full range of personal and business banking solutions. The bank's mission is to 'Grow Wisconsin—one person, one business, and one relationship at a time,' focusing on community-driven service and local decision-making...
American National Bank Fox Cities is a community-driven, business-focused local bank founded in 1993. It aims to fuel opportunity for small and medium-sized businesses in Wisconsin by investing locally and offering customizable financial services.
World Council of Credit Unions (WOCCU) is the global trade association representing credit unions and financial cooperatives internationally. It advances financial inclusion through advocacy, development, education and networking, helping empower underserved populations and build equitable, resilient communities. Its global programs support sustainable, member-owned financial institutions, while partnerships promote fintech innovation, entrepreneurship, climate finance and stronger regulatory outcomes for credit unions.
MesaBilling makes medical billing easy. *We tailor our services to each provider, streamlining the billing process and improving cash flow. *Our senior accountants and attorneys will be your advocate to maximize your reimbursements. *Using our sophisticated billing software, providers are able to access their financial statistics, update and retrieve patient records, or schedule appointments from any location with an internet connection.
Pillar Bank operates as a bank offering financial products and services such as savings accounts, personal and business loans, debit and credit cards, insurance, certificates of deposit, mortgages, equipment financing, treasury management, and digital banking, serving customers in Wisconsin.
