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101 Best Hawaii Financial Services Companies and Startups

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This article showcases our top picks for the best Hawaii based Financial Services companies. These startups and companies are taking a variety of approaches to innovating the Financial Services industry, but are all exceptional companies well worth a follow.

We tried to pick companies across the size spectrum from cutting edge startups to established brands.

We selected these startups and companies for exceptional performance in one of these categories:

  • Innovation
    • Innovative ideas
    • Innovative route to market
    • Innovative product
  • Growth
    • Exceptional growth
    • Exceptional growth strategy
  • Management
  • Societal impact

Top Hawaii Financial Services Startups

Data sourced from Crunchbase and SemRush.

Central Pacific Bank

Central Pacific Bank

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Central Pacific Bank provides banking products and services.

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Float

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Float helps brands pay supplier invoices upfront and enable them to pay for their inventory after they’ve sold it.

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Bank of Hawaii

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Bank of Hawaii Corporation is a bank holding company.

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Blue Startups

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Blue Startups is a Top 20 Accelerator in the US (Techcrunch) focused on helping scalable-technology companies compete on a global scale.

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NestEggGuru

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Nest Egg Guru is unlike any financial planning app you may have tried before.

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ZenBill

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ZenBill develops a digital tool to send, receive, and manage payments.

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Kauai Government Employees Federal Credit Union

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Kaua’i Government Employees Federal Credit Union provides financial services and products.

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First Hawaiian Bank

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First Hawaiian Bank is a financial institution.

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HawaiiUSA FCU

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HawaiiUSA FCU is a financial services provider, focused on investing and insurance sectors.

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American Savings Bank

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American Savings Bank provides Personal Banking, Home Loans, Commercial Banking, Loans.

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UHA Health Insurance

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UHA Health Insurance is an insurance company specializing in medical, drug, and vision insurance plans.

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Vertaccount

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Vertaccount offers finance and accounting outsourcing services.

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FIRST INSURANCE COMPANY

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FIRST INSURANCE COMPANY provides personal and commercial insurance products starting from business insurance to homeowner’s insurance.

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Ohana Pacific Bank

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Ohana Pacific Bank offers accounting and banking products related services to small & mid-size businessess, professionals and individuals.

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HOCU

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HOCU is a not-for-profit financial co-operative that offers financial services.

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Hawaiian Tel Federal Credit Union

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Hawaiian Financial Federal Credit Union has been to provide quality financial products with outstanding member service.

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Atlas Insurance Agency, Inc.

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Atlas Insurance Agency is an insurance company that provides insurance solutions.

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Hawaii National Bank

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Hawaii National Bank builds close relationships and provides value-added support to their clients.

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Tardus Wealth Strategies

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Tardus Wealth Strategies is a consulting firm that provides a complete range of financial products and services for cash flow management.

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The Shidler Group

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The Shidler Group specializes in real estate investment, debt, equity investments and social impact investment services.

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Sultan Ventures

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Sultan Ventures is a venture firm offering services to entrepreneurs and investors alike.

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Premier Benefit Consultants

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Premier Benefit Consultants is an independent insurance agency that specializes in health insurance.

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Territorial Savings Bank

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Territorial Savings Bank provides loans, checking, saving accounts, credit cards, mortgage, investment and internet banking services.

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Pacific Guardian Life

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Pacific Guardian Life offers personal, life and disability insurance opportunities.

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Finance Factors, Ltd.

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Finance Factors, Ltd. is a financial services firm based in Hawaii.

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HEMIC

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HEMIC is an insurance company that offers workers compensation insurance solutions.

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101 Financial Group

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101 Financial Group is a financial services company located in Kahuku.

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Hawaii Community Federal Credit Union

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Hawaii Community Federal Credit Union is a financial firm offering banking services including mortgages & other banking services.

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The DBL Center

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The DBL Center is a wholesale insurance agency specializing in temporary disability insurance and employee benefit.

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Hawaii State Federal Credit Union

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Hawaii State Federal Credit Union Provides Financial Services.

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Sterling and Tucker

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Sterling & Tucker specializes in accounting, estate planning, money advisory and tax management services.

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N&K CPAs

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N&Ks is an accounting firm that offers tax, management consulting, and administrative services.

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Hickam Federal Credit Union

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Hickam Federal Credit Union is a community credit union, owned and operated by its members, serving the entire island of Oahu.

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Aloha Pacific Federal Credit Union

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Aloha Pacific Federal Credit Union provides banking and financial services.

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Hawaii Mortgage Experts

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Hawaii Mortgage Experts provides a full-service processing department that will walk you through the whole loan process.

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Pyramid Insurance

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Pyramid Insurance provides consulting services for businesses and individuals.

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HFS Federal Credit Union

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HFS Federal Credit Union provides financial solutions such as loans, credit & debit cards, online banking, & other related services.

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Valley Isle Community Federal Credit Union

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Valley Isle Community Federal Credit Union specializes in banking, lending, direct deposits, credit cards, ATM & personal account services.

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Brown & Brown Pacific Insurance Services

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Brown & Brown Pacific Insurance leverages their expertise to deliver an integrated service platform for its clients.

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Finance Insurance

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Finance Insurance is an insurance company that provides cyber liability and personal insurance solutions.

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Hawaii Accounting

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Hawaii Accounting is a full-service CPA firm that offers bookkeeping, accounting and tax services for individuals and businesses.

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OCCPA

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OCCPA offers accounting, payroll, business valuation, financial services and QuickBooks training services.

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Gather Federal Credit Union

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Gather Federal Credit Union provides financial products and services.

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Maui Federal Credit Union

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Maui Federal Credit Union provides financial services such as online banking, saving accounts, loans, credit and mobile banking.

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Cadinha & Company

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Cadinha & Company is an investment advisory firm that specializes in financial planning, wealth management and retirement services.

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Hawaii VA Loans

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Hawaii VA Loans provides loan and financial services.

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Pemco Capital Management

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PEMCO Capital Management is an institutional platform that provides investment structure, asset and transaction management services.

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Compass Home Loans

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Compass Home Loans provides mortgage, home loans, federal housing administration loans and affordable lending solutions to homebuyers.

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Accuity LLP

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Accuity is an accounting company based in Hawaii.

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Pacific Home Loans

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Pacific Home Loans provides home loans and financial services.

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Honest Car Payment

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Honest Car Payment is a financial company that offers auto refinance services.

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KKDLY

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KKDLY specializes in accounting, tax preparation, assurance, business consulting, bookkeeping, sales audits, and financial services.

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Pearl Hawaii Federal Credit Union

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Pearl Hawaii Federal Credit Union offers financial solutions, wealth management advice, credit cards, insurance, loans and banking services.

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Vamba

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Vamba is the knowledge management system platform that helps mortgage companies provide answers to loan officers.

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Guardian Capital Management Hawaii

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Guardian Capital Management Hawaii is a collection agency.

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Pacific Data Services

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Pacific Data Services is a Hawaii payroll company.

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University of Hawaii Federal Credit Union

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University of Hawaii Federal Credit Union provides financial services to its members.

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Harbor Financial Services

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Harbor Financial Services is a financial services company specializing in managed accounts, insurance, and financial planning services.

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Hawaii Federal Credit Union

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Hawaii Federal Credit Union is a financial service provider company.

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American Mutual Underwriters Ltd

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American Mutual Group is the financial services and insurance agency in Hawaii.

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Hawaii Insurance Consultants

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Hawaii Insurance Consultants is a commercial farmer’s insurance provider.

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Wealth Managing Partners

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Wealth Managing Partners provides tax, investment, insurance, retirement, estate and financial services.

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Advantage Insurance Services

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Advantage Insurance Services provides home insurance, health insurance, business benefits, and TDI services.

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Hawaiian Community Assets

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Hawaiian Community Assets is an organization that offers training, technical assistance, tax preparation, housing and financial counseling.

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Hawaii Central Federal Credit Union

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Hawaii Central Federal Credit Union provides financial and banking services.

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Monarch Insurance Services

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Monarch Insurance Services offers a complete range of business and personal insurance along with risk management services.

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Island Wealth Management

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Island Wealth Management is a financial services company that provides investment management and financial planning services.

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Big Island Federal Credit Union

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Big Island Federal Credit Union operates as a financial cooperative that provides financial solutions such as loans, investment.

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Schofield Federal Credit Union

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Schofield Federal Credit Union is a non-profit financial cooperative that offers services like savings accounts, credit cards & loans.

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Agape Wealth Management

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Agape Wealth Management specializes in financial planning, investment advisory, insurance, and taxation services.

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Farrell Associates

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Farrell Associates specializes in investment management, impact investing and ESG funds.

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Hawaii-Western Management

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Hawaii-Western Management provides health insurance management services.

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Inpac Wealth Solutions

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Inpac Wealth Solutions specializes in offering wealth management, retirement guidance and financial planning services.

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ATM Pacific

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ATM Pacific specializes in selling, renting, and leasing ATM equipment to businesses.

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Concord Merchant Group

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Concord Merchant Group is affiliated with Priority Payment Systems and is a registered merchant service provider.

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Index Funds

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Index Funds provides proxy polling, funds, investments, wealth management, advisory and financial services.

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Pacific Financial Partners

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Pacific Financial Partners is a financial services firm that offers investment plans and products to clients and families.

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James & Associates

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James & Associates renders in tax preparation, audit assurance, bookkeeping, IRS, financial consulting and accounting advisory services.

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Carbonaro CPAs & Management Group

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Carbonaro CPAs & Management Group offers audits, bookkeeping, accounting, and tax services with a focus on service and affordability.

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Verity

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Verity renders a full range of accounting, audits, assurance, attestation, tax management and business consulting services.

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CMR Financial Advisors

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CMR Financial Advisors provides investment management, retirement planning, wealth management, estate and financial planning services.

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E.A. Buck Financial Services Kahului

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E.A. Buck was formed with the mission of making comprehensive financial planning accessible to people of all income levels and backgrounds.

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KMH LLP

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KMH LLP is a full-service accounting firm with operations in Hawaii.

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Kamehameha Federal Credit Union

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Kamehameha Federal Credit Union provides banking services that include a range of accounts, loans, online and mobile banking.

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Mosaic Pacific Investment Advisors

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Mosaic Pacific Investment Advisors is a firm that provides financial advisory and financial planning services.

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Maui County Federal Credit Union

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Maui County Federal Credit Union provides financial services such as checking/saving accounts, loans, credit and mobile banking services.

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The Rice Partnership

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The Rice Partnership specializes in asset management, accounting, document management, taxation, estate planning and strategic advisory.

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CU Hawaii

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CU Hawaii is a financial organization that focuses on loans, payroll, debit cards and merchant services for individuals and businesses.

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CS Accounting and Tax Services

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CS Accounting and Tax Services offer bookkeeping, accounting, IRS representation, financial projections and tax management services.

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Honolulu Financial Partners

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Honolulu Financial Partners offers retirement planning, portfolio analysis, asset allocation, investment, and financial planning services.

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Kanu o ka ʻĀina Learning ʻOhana

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Kanu o ka ʻĀina Learning ʻOhana is a non-profit organization that provides financial support for multiple educational programs.

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Apollo Wealth Management LTD

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Apollo Wealth Management is an independent firm offering fee-only financial planning and investment management.

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CreativeNurse

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CreativeNurse provides financial analysis, insurance, college planning, portfolio management, financial and retirement planning services.

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Executive Tax & Financial Services

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Executive Tax & Financial Services offers payroll, bookkeeping, audits, accounting, quickbooks, tax planning, and tax preparation services.

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E.A. Buck Financial Services

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E.A. Buck was formed with the mission of making comprehensive financial planning accessible to people of all income levels and backgrounds.

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Tax Relief Services

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Tax Relief Services assists businesses and individuals with auditing, bookkeeping, tax preparation and planning services.

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Smart Money

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Smart Money provides financial services like mortgage brokerage for residential home purchases and refinances.

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Oahu Capital

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Oahu Capital operates as a trade consulting firm.

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Ansari

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Ansari is an accounting firm that renders tax planning, tax filing and tax preparation services for individuals and businesses.

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Island Home Capital

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Island Home Capital offers real estate financing such as home loans and mortgage services.

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John O’Farrell & Associates

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John O’Farrell & Associates offers small business accounting, compilations, payroll, cash flow management, quickbooks and taxation services.

Written by Mark Smith

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