Mark Smith
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
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Top Hawaii Financial Services Startups
Data sourced from Crunchbase and SemRush.
Central Pacific Bank
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Central Pacific Bank provides banking products and services.
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.
Bank of Hawaii
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Bank of Hawaii Corporation is a bank holding company.
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.
NestEggGuru
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Nest Egg Guru is unlike any financial planning app you may have tried before.
ZenBill
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ZenBill develops a digital tool to send, receive, and manage payments.
Kauai Government Employees Federal Credit Union
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Kaua’i Government Employees Federal Credit Union provides financial services and products.
First Hawaiian Bank
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First Hawaiian Bank is a financial institution.
HawaiiUSA FCU
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HawaiiUSA FCU is a financial services provider, focused on investing and insurance sectors.
American Savings Bank
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American Savings Bank provides Personal Banking, Home Loans, Commercial Banking, Loans.
UHA Health Insurance
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UHA Health Insurance is an insurance company specializing in medical, drug, and vision insurance plans.
Vertaccount
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Vertaccount offers finance and accounting outsourcing services.
FIRST INSURANCE COMPANY
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FIRST INSURANCE COMPANY provides personal and commercial insurance products starting from business insurance to homeowner’s insurance.
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.
HOCU
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HOCU is a not-for-profit financial co-operative that offers financial services.
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.
Atlas Insurance Agency, Inc.
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Atlas Insurance Agency is an insurance company that provides insurance solutions.
Hawaii National Bank
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Hawaii National Bank builds close relationships and provides value-added support to their clients.
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.
The Shidler Group
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The Shidler Group specializes in real estate investment, debt, equity investments and social impact investment services.
Sultan Ventures
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Sultan Ventures is a venture firm offering services to entrepreneurs and investors alike.
Premier Benefit Consultants
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Premier Benefit Consultants is an independent insurance agency that specializes in health insurance.
Territorial Savings Bank
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Territorial Savings Bank provides loans, checking, saving accounts, credit cards, mortgage, investment and internet banking services.
Pacific Guardian Life
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Pacific Guardian Life offers personal, life and disability insurance opportunities.
Finance Factors, Ltd.
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Finance Factors, Ltd. is a financial services firm based in Hawaii.
HEMIC
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HEMIC is an insurance company that offers workers compensation insurance solutions.
101 Financial Group
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101 Financial Group is a financial services company located in Kahuku.
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.
The DBL Center
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The DBL Center is a wholesale insurance agency specializing in temporary disability insurance and employee benefit.
Hawaii State Federal Credit Union
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Hawaii State Federal Credit Union Provides Financial Services.
Sterling and Tucker
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Sterling & Tucker specializes in accounting, estate planning, money advisory and tax management services.
N&K CPAs
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N&Ks is an accounting firm that offers tax, management consulting, and administrative services.
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.
Aloha Pacific Federal Credit Union
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Aloha Pacific Federal Credit Union provides banking and financial services.
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.
Pyramid Insurance
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Pyramid Insurance provides consulting services for businesses and individuals.
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.
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.
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.
Finance Insurance
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Finance Insurance is an insurance company that provides cyber liability and personal insurance solutions.
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.
OCCPA
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OCCPA offers accounting, payroll, business valuation, financial services and QuickBooks training services.
Gather Federal Credit Union
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Gather Federal Credit Union provides financial products and services.
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.
Cadinha & Company
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Cadinha & Company is an investment advisory firm that specializes in financial planning, wealth management and retirement services.
Hawaii VA Loans
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Hawaii VA Loans provides loan and financial services.
Pemco Capital Management
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PEMCO Capital Management is an institutional platform that provides investment structure, asset and transaction management services.
Compass Home Loans
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Compass Home Loans provides mortgage, home loans, federal housing administration loans and affordable lending solutions to homebuyers.
Accuity LLP
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Accuity is an accounting company based in Hawaii.
Pacific Home Loans
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Pacific Home Loans provides home loans and financial services.
Honest Car Payment
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Honest Car Payment is a financial company that offers auto refinance services.
KKDLY
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KKDLY specializes in accounting, tax preparation, assurance, business consulting, bookkeeping, sales audits, and financial services.
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.
Vamba
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Vamba is the knowledge management system platform that helps mortgage companies provide answers to loan officers.
Guardian Capital Management Hawaii
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Guardian Capital Management Hawaii is a collection agency.
Pacific Data Services
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Pacific Data Services is a Hawaii payroll company.
University of Hawaii Federal Credit Union
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University of Hawaii Federal Credit Union provides financial services to its members.
Harbor Financial Services
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Harbor Financial Services is a financial services company specializing in managed accounts, insurance, and financial planning services.
Hawaii Federal Credit Union
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Hawaii Federal Credit Union is a financial service provider company.
American Mutual Underwriters Ltd
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American Mutual Group is the financial services and insurance agency in Hawaii.
Hawaii Insurance Consultants
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Hawaii Insurance Consultants is a commercial farmer’s insurance provider.
Wealth Managing Partners
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Wealth Managing Partners provides tax, investment, insurance, retirement, estate and financial services.
Advantage Insurance Services
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Advantage Insurance Services provides home insurance, health insurance, business benefits, and TDI services.
Hawaiian Community Assets
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Hawaiian Community Assets is an organization that offers training, technical assistance, tax preparation, housing and financial counseling.
Hawaii Central Federal Credit Union
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Hawaii Central Federal Credit Union provides financial and banking services.
Monarch Insurance Services
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Monarch Insurance Services offers a complete range of business and personal insurance along with risk management services.
Island Wealth Management
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Island Wealth Management is a financial services company that provides investment management and financial planning services.
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.
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.
Agape Wealth Management
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Agape Wealth Management specializes in financial planning, investment advisory, insurance, and taxation services.
Farrell Associates
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Farrell Associates specializes in investment management, impact investing and ESG funds.
Hawaii-Western Management
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Hawaii-Western Management provides health insurance management services.
Inpac Wealth Solutions
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Inpac Wealth Solutions specializes in offering wealth management, retirement guidance and financial planning services.
ATM Pacific
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ATM Pacific specializes in selling, renting, and leasing ATM equipment to businesses.
Concord Merchant Group
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Concord Merchant Group is affiliated with Priority Payment Systems and is a registered merchant service provider.
Index Funds
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Index Funds provides proxy polling, funds, investments, wealth management, advisory and financial services.
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.
James & Associates
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James & Associates renders in tax preparation, audit assurance, bookkeeping, IRS, financial consulting and accounting advisory services.
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.
Verity
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Verity renders a full range of accounting, audits, assurance, attestation, tax management and business consulting services.
CMR Financial Advisors
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CMR Financial Advisors provides investment management, retirement planning, wealth management, estate and financial planning services.
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.
KMH LLP
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KMH LLP is a full-service accounting firm with operations in Hawaii.
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.
Mosaic Pacific Investment Advisors
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Mosaic Pacific Investment Advisors is a firm that provides financial advisory and financial planning services.
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.
The Rice Partnership
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The Rice Partnership specializes in asset management, accounting, document management, taxation, estate planning and strategic advisory.
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.
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.
Honolulu Financial Partners
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Honolulu Financial Partners offers retirement planning, portfolio analysis, asset allocation, investment, and financial planning services.
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.
Apollo Wealth Management LTD
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Apollo Wealth Management is an independent firm offering fee-only financial planning and investment management.
CreativeNurse
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CreativeNurse provides financial analysis, insurance, college planning, portfolio management, financial and retirement planning services.
Executive Tax & Financial Services
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Executive Tax & Financial Services offers payroll, bookkeeping, audits, accounting, quickbooks, tax planning, and tax preparation services.
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.
Tax Relief Services
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Tax Relief Services assists businesses and individuals with auditing, bookkeeping, tax preparation and planning services.
Smart Money
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Smart Money provides financial services like mortgage brokerage for residential home purchases and refinances.
Oahu Capital
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Oahu Capital operates as a trade consulting firm.
Ansari
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Ansari is an accounting firm that renders tax planning, tax filing and tax preparation services for individuals and businesses.
Island Home Capital
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Island Home Capital offers real estate financing such as home loans and mortgage services.
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.
