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Top Wisconsin Financial Services Startups (8)

The Retirement Advantage, Inc. (TRA)
Port Washington, Wisconsin, USA
175 Employees

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...

The Retirement Advantage, Inc. (TRA)
Horicon Bank
Financial Services
Horicon, Wisconsin, USA
148 Employees

Horicon Bank was founded in 1896 by Daniel C. Van Brunt, the inventor of the grain drill. His manufacturing company was sold in 1911 to Deere & Company, which continues to operate the factory as John Deere Horicon Works, producing consumer products including lawn tractors. Our home office building in Horicon was constructed in 1915, and it is the center...

Horicon Bank
Sequoir
Financial Services • Cryptocurrency
Green Bay, Wisconsin, USA
4 Employees

Sequoir is a financial technology firm providing Bitcoin trading APIs to power banks, credit unions, fintech, and the Web 3.0. Sequoir is a fully regulated and FinCEN compliant digital asset exchange based in the United States providing integrated blockchain infrastructure with a white-label approach.

Sequoir
Foundation Finance Company LLC
Rothschild, Wisconsin, USA
168 Employees

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

Foundation Finance Company LLC
Quest CE
Fintech • Software • Financial Services
Milwaukee, Wisconsin, USA
53 Employees
48 Benefits
Quest CE provides compliance training and tech solutions that help financial firms meet regulatory requirements.

Quest CE is a leading provider of compliance training and technology solutions for the financial services industry. For more than two decades, we’ve helped firms of all sizes, from large broker-dealers and investment advisors to small TPAs and insurance agencies, build, manage, and maintain effective compliance programs. Our solutions include a comprehensive learning management system, robust reporting tools, branch audit management,...

Quest CE
FORM Wealth Advisors
Financial Services
Lake Geneva, Wisconsin, USA
16 Employees

With the goal of making people’s lives better, it was easy for Tyson Ray and Luke Kuchenberg to team up and co-found FORM Wealth Advisors in 2001. Being close personal friends since childhood, they developed a shared vision to launch an independent, holistic practice that could help clients not only manage their wealth, but to help their clients and their...

FORM Wealth Advisors
Bank of Luxemburg
Financial Services
Luxemburg, Wisconsin, USA
105 Employees

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...

Bank of Luxemburg
MesaBilling
Financial Services
Brookfield, Wisconsin, USA
11 Employees

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.

MesaBilling

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