Mark Smith
This article showcases our top picks for the best Rhode Island 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
[adace-ad id=”7108″]
Top Rhode Island Financial Services Startups
Data sourced from Crunchbase and SemRush.
Beeline
Crunchbase Website Twitter Facebook Linkedin
Beeline is a developer of a digital home loan lending platform intended to simplify the process of financing.
Citizens Bank
Crunchbase Website Twitter Facebook Linkedin
Citizens Bank is the largest financial services firm that specializes in commercial banking, mortgages, credit cards, and mobile banking.
Providence Equity Partners
Crunchbase Website Twitter Facebook Linkedin
Providence Equity Partners is a private equity firm that focuses on media, entertainment, communications, and information investments.
Nautic Partners
Crunchbase Website Twitter Facebook Linkedin
Nautic Partners is a middle-market private equity firm with over $2.5 billion of equity capital under management.
Social Capital Fund
Crunchbase Website Twitter Facebook Linkedin
Social Capital Fund is a supporting organization that provides loan services and raises social investments.
Andera
Crunchbase Website Twitter Facebook Linkedin
Andera provides integrated online customer acquisition solutions for retail financial institutions.
Embrace Home Loans
Crunchbase Website Twitter Facebook Linkedin
Embrace Home Loans full service direct mortgage lender
Butler And Messier
Crunchbase Website Twitter Facebook Linkedin
Butler And Messier provide insurance and financial services.
RIHousing
Crunchbase Website Twitter Facebook Linkedin
RIHousing provides loans and grants to Rhode Islanders.
My Susu Inc
Crunchbase Website Twitter Facebook Linkedin
Fintech Company that helps people save in peer groups to achieve financial goals and become more financially independent
BankNewport
Crunchbase Website Twitter Facebook Linkedin
BankNewport is a banking firm offering personal and business banking products and services in Rhode Island.
Restivo Monacelli
Crunchbase Website Twitter Facebook Linkedin
Restivo Monacelli provides accounting, taxation, audit, litigation, estate, merging, acquisition and business strategy consulting services.
Province Mortgage Assoc Inc
Crunchbase Website Twitter Facebook Linkedin
Province Mortgage Associates is a full-service mortgage lender licensed in RI, MA, CT, NH, and FL.
Growthlab
Crunchbase Website Twitter Facebook Linkedin
GrowthLab is a financial platform that provides financial planning, accounting, and tax consulting.
Starkweather & Shepley Insurance Brokerage
Crunchbase Website Twitter Facebook Linkedin
Starkweather & Shepley Insurance Brokerage is an insurance brokerage firm.
AeroMed Group
Crunchbase Website Twitter Facebook Linkedin
AeroMed Group is an investment company that manages and grows aerospace and defense small businesses
Textron Financial Corp.
Crunchbase Website Twitter Facebook Linkedin
Textron Financial Corp. operates as a commercial finance company.
DeCotis Specialty Insurance
Crunchbase Website Twitter Facebook Linkedin
A Insurance Associates Which was founded in 1989.
Alpine Insurance Agency
Crunchbase Website Twitter Facebook Linkedin
Alpine Insurance Agency has been providing the best home, auto, and business insurance to the people of Rhode Island.
Westerly Community Credit Union
Crunchbase Website Twitter Facebook Linkedin
WCCU is a union which provides Business Accounts & Commercial Lending, Mortgages & Home Equity Loans & Auto & Personal Loans services.
Providence Mutual
Crunchbase Website Twitter Facebook Linkedin
Providence Mutual is an insurance company that offers a wide selection of insurance products for its customers.
Crunchbase Website Twitter Facebook Linkedin
Navigant Credit Union is a banking firm providing financial products and services.
Falvey Insurance Group
Crunchbase Website Twitter Facebook Linkedin
Falvey Insurance Group are the specialized experts for yacht insurance, cargo insurance, shippers insurance, and vessel pollution.
Shamrock Home Loans
Crunchbase Website Twitter Facebook Linkedin
Shamrock Home Loans specializes in mortgage financing, home purchase, home refinancing and banking services.
Pawtucket
Crunchbase Website Twitter Facebook Linkedin
Pawtucket is a pioneering platform that offers a complete range of financial products and services to its diverse clientele.
AIPSO
Crunchbase Website Twitter Facebook Linkedin
AIPSO is a non-profit management organization that provides services to the insurance industry in administering the residual market.
Bitrapt – Launch your Own Bitcoin Trading Platform with our Cryptocurrency Exchange Script
Crunchbase Website Twitter Facebook Linkedin
Are you looking to start your own bitcoin trading platform to perform safe and secure transactions for your customers? Try Bitrapt!
Home Loan Investment Bank
Crunchbase Website Twitter Facebook Linkedin
Home Loan Investment Bank is a banking institution headquartered in Rhode Island.
Shamrock Financial Corporation
Crunchbase Website Twitter Facebook Linkedin
Shamrock Financial Corporation is a mortgage firm serving Rhode Island and Massachusetts.
Equity National Title & Closing
Crunchbase Website Twitter Facebook Linkedin
Equity National Title & Closing is a title valuation and settlement services provider based in Rhode Island.
Clubhouse Capital
Crunchbase Website Twitter Facebook Linkedin
Clubhouse Capital provides financing and advisory services to business owners and real estate developers.
Centreville Bank
Crunchbase Website Twitter Facebook Linkedin
Centreville Bank is a community bank operating in Rhode Island.
Corrigan Financial
Crunchbase Website Twitter Facebook Linkedin
Corrigan Financial is a financial advisory and wealth management service provider firm.
HealthSource RI
Crunchbase Website Twitter Facebook Linkedin
HealthSource RI is a insurance company which provides the tools and information you need to stay informed and healthy.
Andsager, Bartlett & Pieroni
Crunchbase Website Twitter Facebook Linkedin
Andsager, Bartlett & Pieroni is a CPA firm that offers tax preparation, accounting, consultation, and financial services.
New England Pension Plan Systems
Crunchbase Website Twitter Facebook Linkedin
NEPP offers sophisticated retirement solutions tailored to each client’s needs with meticulous attention to detail.
People’s Credit Union
Crunchbase Website Twitter Facebook Linkedin
People’s Credit Union is a community credit union that serves the people of Rhode Island state.
Greenwood Credit Union
Crunchbase Website Twitter Facebook Linkedin
Greenwood Credit Union is a community-based credit union that provides online banking & lending services to individuals and families.
Equity Risk Sciences
Crunchbase Website Twitter Facebook Linkedin
Equity Risk Sciences renders equity risk analysis technology and consulting services for institutional investors on subscription-based.
Bay Capital Investment Partners
Crunchbase Website Twitter Facebook Linkedin
Bay Capital Investment specifically addresses the capital needs of smaller US companies by providing senior debt, subordinated debt.
Economic Security Planning
Crunchbase Website Twitter Facebook Linkedin
Economic Security Planning is a financial consulting firm that specializes in investment management, financing tools, and products.
Pioneer Financial Group
Crunchbase Website Twitter Facebook Linkedin
Pioneer Financial Group is a wealth management firm that offers financial and estate planning, educational seminars and advisory services.
Cramer Rosenthal McGlynn LLC.
Crunchbase Website Twitter Facebook Linkedin
Cramer Rosenthal McGlynn LLC. is a financial company focusing on equity management for corporations, institutions, and pension funds.
WeOwe
Crunchbase Website Twitter Facebook Linkedin
WeOwe is a social venture with a mission to help eradicate student debt.
Semper Home Loans
Crunchbase Website Twitter Facebook Linkedin
Semper Home Loans is a bank that offers home loan, refinance, and mortgage services.
Doctor’s Choice
Crunchbase Website Twitter Facebook Linkedin
Doctor’s Choice offers numerous competitive Medicare health plan insurance & guidance services.
Slocum Realty
Crunchbase Website Twitter Facebook Linkedin
Slocum provides right combination of insurance advice and hassle free service.
Citizens One
Crunchbase Website Twitter Facebook Linkedin
Citizens One is a banking firm that offers commercial banking products and services
Citizens Bank & Trust
Crunchbase Website Twitter Facebook Linkedin
Citizens Bank & Trust is a financial services company offering commercial banking, community banking, and wealth management services.
Napatree Capital
Crunchbase Website Twitter Facebook Linkedin
Napatree Capital is an investment management firm specialized in wealth advisory and asset allocation services.
The Egis Group
Crunchbase Website Twitter Facebook Linkedin
The Egis Group offers business, personal, health and life insurance as well as retirement planning and employee benefit services.
Parsons Capital Management
Crunchbase Website Twitter Facebook Linkedin
Parsons Capital Management offers a comprehensive range of investment, retirement funding, cash flow analysis & financial planning services.
Bank Rhode Island
Crunchbase Website Twitter Facebook Linkedin
Bank Rhode Island is a commercial bank providing products and services to individuals, families, and business owners.
Geasphere Advisors
Crunchbase Website Twitter Facebook Linkedin
Geasphere Advisors provides financial planning, investment strategy, insurance strategies, tax planning and tax preparation services.
Barrett and Company
Crunchbase Website Twitter Facebook Linkedin
Barrett & Company is an investment firm that specializes in unparalleled client experience with outstanding personal services.
BankScout
Crunchbase Website Twitter Facebook Linkedin
BankScout is a digital platform that helps people organize banking relationships with an easy way to manage promotional offers.
Wave Federal Credit Union
Crunchbase Website Twitter Facebook Linkedin
Wave Federal Credit Union provides financial solutions such as loans, investment, credit & debit cards, online banking services.
Sparrow, Johnson & Ursillo
Crunchbase Website Twitter Facebook Linkedin
Sparrow, Johnson & Ursillo focuses on financial services such as accounting, audit, taxation and management advisory services.
Feeney Pinkerton
Crunchbase Website Twitter Facebook Linkedin
Feeney Pinkerton offers affordable accounting, tax, QuickBooks, and financial planning services with a friendly approach.
East Commerce Solutions
Crunchbase Website Twitter Facebook Linkedin
East Commerce Solutions provides processing terminals, POS systems, mobile payment, payroll, gift and credit card processing services.
Marshall Insurance
Crunchbase Website Twitter Facebook Linkedin
Marshall Insurance is a financial & insurance services firm that offers various insurance services.
Melucci, Bissonnette, Kumar & Company
Crunchbase Website Twitter Facebook Linkedin
Melucci, Bissonnette, Kumar & Company focuses on tax, accounting, financial reporting, and business advisory services.
Hybrid Capital Group
Crunchbase Website Twitter Facebook Linkedin
Hybrid Capital Group is a commercial mortgage brokerage company.
WhaleRock Point Partners
Crunchbase Website Twitter Facebook Linkedin
WhaleRock Point Partners is a financial service firm that provides investment advice, asset allocation strategies & portfolio management.
Euclid Financial Services
Crunchbase Website Twitter Facebook Linkedin
Euclid Financial Services is an advisory firm that offers retirement planning and financial services.
Bilateral Credit
Crunchbase Website Twitter Facebook Linkedin
Bilateral Credit delivers solutions and services that drive sustainability in the commercial collections industry.
StrategicPoint
Crunchbase Website Twitter Facebook Linkedin
StrategicPoint specializes in financial planning, insurance and investment management services.
SK Wealth Management
Crunchbase Website Twitter Facebook Linkedin
SK Wealth Management offers divorce and corporate retirement planning, investment management, and financial advisory services.
JWTI
Crunchbase Website Twitter Facebook Linkedin
JWTI is a financial company that specializes in retirement planning, wealth and investment management, consulting, and fiduciary services.
Sansiveri, Kimball & Co
Crunchbase Website Twitter Facebook Linkedin
Sansiveri, Kimball & Co delivers accounting, audit, business valuation, tax and financial planning services.
The Virtus Group
Crunchbase Website Twitter Facebook Linkedin
The Virtus Group is a financial solutions company that offers investments, insurance, employee benefits, securities, and advisory services.
Mullen Scorpio & Cerilli
Crunchbase Website Twitter Facebook Linkedin
Mullen Scorpio & Cerilli offers accounting and financial services.
Medical-Dental Consultants
Crunchbase Website Twitter Facebook Linkedin
Medical-Dental Consultants renders mergers, acquisitions, accounting, retirement planning, taxation, and business consulting services.
Apple Valley Insurance
Crunchbase Website Twitter Facebook Linkedin
Apple Valley Insurance provides commercial and personal insurance products and services to individuals and businesses.
Bentsen Combies Insurance
Crunchbase Website Twitter Facebook Linkedin
Bentsen Combies Insurance provides customers with a selection of insurance policies based on their specific needs.
Weston Financial
Crunchbase Website Twitter Facebook Linkedin
Weston Financial specializes in offering investment, retirement, tax planning, insurance, banking and security services.
New England Medical Billing
Crunchbase Website Twitter Facebook Linkedin
New England Medical Billing specializes in revenue cycle management, practice management and consulting services.
A-Stat Medical Billing Management
Crunchbase Website Twitter Facebook Linkedin
A-Stat Medical Billing Management renders accounts receivable management, practice technology options and financial analysis services.
First Financial Advisory Services
Crunchbase Website Twitter Facebook Linkedin
First Financial Advisory Services renders retirement, financial, estate planning, insurance, asset, portfolio & wealth management services.
Accurate Billing Solutions
Crunchbase Website Twitter Facebook Linkedin
Accurate Billing Solutions specializes in electronic medical billing, outsourcing and medical consultation services.
Lucier CPA
Crunchbase Website Twitter Facebook Linkedin
Lucier CPA is an accounting firm that provides bookkeeping, payroll. taxation and business advisory services to SMEs.
Newman Dignan & Sheerar
Crunchbase Website Twitter Facebook Linkedin
Newman Dignan & Sheerar provides investment services.
Blue Fin Capital
Crunchbase Website Twitter Facebook Linkedin
Blue Fin Capital is a financial firm that specializes in investment management, wealth strategies and financial planning services.
Delgrande & Montefusco
Crunchbase Website Twitter Facebook Linkedin
Delgrande & Montefusco provides accounting, SBA loan packaging, tax and retirement planning services for individuals and businesses.
Freedom National Bank
Crunchbase Website Twitter Facebook Linkedin
Freedom National Bank is a full service community bank offering unparalleled service and a wealth of expertise.
Axis Advisors
Crunchbase Website Twitter Facebook Linkedin
Axis Advisors provides investment management and financial planning services.
Spectrum Real Estate Consultants
Crunchbase Website Twitter Facebook Linkedin
Spectrum Real Estate Consultants renders relocation, property management, financial, consulting and investment services.
Key Real Estate
Crunchbase Website Twitter Facebook Linkedin
Key Real Estate specializes in mortgage loans, brokerage, residential home rentals, commercial property buying, and selling services.
Soucy Insurance Agency
Crunchbase Website Twitter Facebook Linkedin
Soucy Insurance Agency offers home, auto and business insurance with coverage for property and automobiles with professional services.
Jerold M Weisman
Crunchbase Website Twitter Facebook Linkedin
Jerold M Weisman offers estate planning, taxation, Quickbooks, accounting, strategic business planning & cash flow management services.
Greenwich Business Capital
Crunchbase Website Twitter Facebook Linkedin
Greenwich Business Capital offers commercial financing solutions.
Brown, Lisle/Cummings
Crunchbase Website Twitter Facebook Linkedin
Brown, Lisle/Cummings is an investment firm that specializes in market research and identifying promising investment opportunities.
Independence Bank
Crunchbase Website Twitter Facebook Linkedin
Independence Bank offers an extensive range of money market, checking, and savings account services to businesses and individuals.
Rhode Island Infrastructure Bank
Crunchbase Website Twitter Facebook Linkedin
Rhode Island Infrastructure Bank is to actively support and finance investments in the State’s infrastructure.
The Business Development Company
Crunchbase Website Twitter Facebook Linkedin
The Business Development Company is providing Small business loans for expansion, mergers/acquisitions & recapitalization.
Quick Tax Services
Crunchbase Website Twitter Facebook Linkedin
Quick Tax Services provides a complete range of federal and state tax preparation services to individuals and businesses.
Cornerstone Investment Services
Crunchbase Website Twitter Facebook Linkedin
Cornerstone Investment Services is a financial company that provides personalized investment advice.
Digennaro & Palumbo
Crunchbase Website Twitter Facebook Linkedin
DiGennaro & Palumbo specializes in accounting, tax, audit, Quickbooks, financial & retirement planning services to individuals & businesses.
Capital Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Capital Wealth Management provides tailored financial planning, investment, and wealth management services to help clients meet their goals.
Ocean State Tax Service
Crunchbase Website Twitter Facebook Linkedin
Ocean State Tax Service specializes in accounting, tax preparation and filing services.
Top Secret Bookkeeping
Crunchbase Website Twitter Facebook Linkedin
Top Secret Bookkeeping provides accounting, insurance audits, payroll, quickbooks, reconciliation and tax preparation services.
