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101 Top Financial Services Startups and Companies in Wisconsin (2021)

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This article showcases our top picks for the best Wisconsin 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 Wisconsin Financial Services Startups

Data sourced from Crunchbase and SemRush.

Fiserv

Fiserv

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Fiserv is a provider of technology solutions to the financial services industry.

Wisconsin Economic Development Corporation (WEDC)

Wisconsin Economic Development Corporation (WEDC)

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The Wisconsin Economic Development Corporation fosters cooperation to support sustainable business growth and job creation in Wisconsin.

Wisconsin Economic Development Corporation (WEDC)

Valuation Research Corporation

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Valuation Research Corporation is a full-service global valuation company that provides valuation services for financial and tax.

Wisconsin Economic Development Corporation (WEDC)

Northwestern Mutual

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Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.

Wisconsin Economic Development Corporation (WEDC)

Nicolet National Bank

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Nicolet National Bank is a commercial bank company that offers financial insights.

Wisconsin Economic Development Corporation (WEDC)

Ansay & Associates

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Ansay and Associates is Wisconsin’s premier independent insurance agency with offices located all over Wisconsin.

Wisconsin Economic Development Corporation (WEDC)

County Bancorp

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Provides a range of banking and related financial services to individuals, businesses, and industries in northeastern and central Wisconsin.

Wisconsin Economic Development Corporation (WEDC)

Connective

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Connective is the leader in digital transaction management for financial services.

Wisconsin Economic Development Corporation (WEDC)

SteamChain

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SteamChain enables original equipment manufacturers (OEMs) to offer usage-based financing (hardware-as-a-service) to their customers.

Wisconsin Economic Development Corporation (WEDC)

First Business Bank

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First Business Bank offers business banking, commercial banking, specialty finance, private wealth, and consulting to banks. Member FDIC.

Wisconsin Economic Development Corporation (WEDC)

Citizens Community Bancorp

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Citizens Community Bancorp specializes in banking, financial services, commercial banking, mortgages, and mobile banking.

Wisconsin Economic Development Corporation (WEDC)

Anchor BanCorp Wisconsin

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AnchorBank, our goal is to make life simpler and more secure for individuals, families and business owners.

Wisconsin Economic Development Corporation (WEDC)

eCIO

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eCIO is an online platform designed to provide low-cost investment management solutions.

Wisconsin Economic Development Corporation (WEDC)

Blackhawk Bank

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Blackhawk Bank provides various banking products and services in the United States.

Wisconsin Economic Development Corporation (WEDC)

Oconomowoc Bancshares

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Oconomowoc Bancshares is a bank holding company that owns or controls one or more banks.

Wisconsin Economic Development Corporation (WEDC)

Advicent Solutions

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Advicent is a provider of SaaS technology solutions for the financial advice and planning industry in the United States and Canada.

Wisconsin Economic Development Corporation (WEDC)

TermSync

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TermSync, an accounts receivable automation platform, helps B2B companies bring a customer-centric approach to the post-sale relationship.

Wisconsin Economic Development Corporation (WEDC)

IGenFuels

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IGenFuels provides a motor fuel excise tax software platform.

Wisconsin Economic Development Corporation (WEDC)

CountAbout

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CountAbout designs and develops online personal financial management solutions.

Wisconsin Economic Development Corporation (WEDC)

American Family Insurance

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American Family Insurance has given its customers peace of mind by making their insurance experience easy and convenient.

Wisconsin Economic Development Corporation (WEDC)

CUNA Mutual Group

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CUNA Mutual Group is a mutual insurance company that offers a range of financial services to credit unions and their members.

Wisconsin Economic Development Corporation (WEDC)

Artisan Partners

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Artisan Partners is a global investment management firm.

Wisconsin Economic Development Corporation (WEDC)

Home Savings Bank

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Home Savings Bank is an independent bank that helps build the financial and social well-being of customers, businesses, and nonprofits.

Wisconsin Economic Development Corporation (WEDC)

Greenwoods State Bank

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Greenwoods State Bank is provides personal and business banking products and services.

Wisconsin Economic Development Corporation (WEDC)

Associated Bank

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Associated Bank offers deposit and loan products.

Wisconsin Economic Development Corporation (WEDC)

Acuity

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Acuity is an insurance company that offers property and casualty insurance products for consumers and businesses in the United States.

Wisconsin Economic Development Corporation (WEDC)

PAI

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PAI is a financial services company that offers financial services, 401(k) plans, and planning tools and retirement planning services.

Wisconsin Economic Development Corporation (WEDC)

The Retirement Advantage, Inc. (TRA)

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The Retirement Advantage, Inc. (TRA) is a retirement plan solutions provider in Wisconsin.

Wisconsin Economic Development Corporation (WEDC)

Working Capital for Community Needs

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Impact Investment in microfinance available for retail investors

Wisconsin Economic Development Corporation (WEDC)

A-Peer Holding Group

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A-Peer Holding Group is an American holding company.

Wisconsin Economic Development Corporation (WEDC)

Metavante Technologies, Inc

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Metavante Technologies develops banking and payments technologies for financial services firms and businesses worldwide.

Wisconsin Economic Development Corporation (WEDC)

Wayne Hummer Investments, a Wintrust Wealth Management Company

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Wayne Hummer Investments is an investment management company that offers investments, insurance, and retirement planning services.

Wisconsin Economic Development Corporation (WEDC)

Health Payment Systems, Inc.

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Health Payment Systems, Inc. is a Wisconsin-based healthcare service provider.

Wisconsin Economic Development Corporation (WEDC)

Delta Defense

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Delta Defense provides marketing, operations and customer care services to the USCCA.

Wisconsin Economic Development Corporation (WEDC)

State Collection Service, Inc.

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State Collection Service is a financial services company providing debt collection and financial services.

Wisconsin Economic Development Corporation (WEDC)

Johnson Financial Group

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Johnson Financial Group is a provider of banking, wealth, and insurance products and services in Wisconsin and Arizona.

Wisconsin Economic Development Corporation (WEDC)

Wausau Financial Systems

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WAUSAU is recognized for consistently delivering best-of-breed financial technology, services and solutions.

Wisconsin Economic Development Corporation (WEDC)

BizFilings

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BizFilings provides rush business incorporation services to entrepreneurs.

Wisconsin Economic Development Corporation (WEDC)

First National Bank & Trust Company

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First National Bank and Trust strives to provide people in Wisconsin and Illinois with sound advice and innovative, competitive financial.

Wisconsin Economic Development Corporation (WEDC)

MGIC

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MGIC is a private insurance company offering insurance on real estate mortgages.

Wisconsin Economic Development Corporation (WEDC)

First Bank Financial Centre (FBFC)

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First Bank Financial Centre is a banking firm that offers community banking services in the Southeast Wisconsin.

Wisconsin Economic Development Corporation (WEDC)

Farin Financial Risk Management

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Farin Financial Risk Management is a financial services consulting firm.

Wisconsin Economic Development Corporation (WEDC)

Jewelers Mutual

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Jewelers Mutual is an insurance company that specializes in coverage for jewelry businesses in retail, custom design and manufacturing.

Wisconsin Economic Development Corporation (WEDC)

Vogel Consulting

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Vogel Consulting – Integrated, Tailored Family Office Services

Wisconsin Economic Development Corporation (WEDC)

EmPowerHR

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EmPowerHR is a human resources consulting and professional employer organization designing higher HR programs for its clients.

Wisconsin Economic Development Corporation (WEDC)

Peoples State Bank

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Peoples State Bank is a personal and business bank based in Wisconsin.

Wisconsin Economic Development Corporation (WEDC)

Crabel Capital Management

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Crabel Capital Management is a financial services company offering investment management and advisory services.

Wisconsin Economic Development Corporation (WEDC)

NaviPlan

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NaviPlan is an industry financial planning and FinTech software provider.

Wisconsin Economic Development Corporation (WEDC)

Connexus Credit Union

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Connexus Credit Union provides accounting, financial, banking, loan, savings and credit services.

Wisconsin Economic Development Corporation (WEDC)

WISC Partners

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WISC Partners provides Strategic Operating Capital to entrepreneurs who have the potential to build great companies.

Wisconsin Economic Development Corporation (WEDC)

Verve

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Verve is a Credit Union provides financial products and services.

Wisconsin Economic Development Corporation (WEDC)

Special Opportunities Fund Inc

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Special Opportunities Fund Inc is a closed-end diversified management investment company investing in discounted closed-end funds.

Wisconsin Economic Development Corporation (WEDC)

North Shore Bank

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North Shore Bank provides banking services.

Wisconsin Economic Development Corporation (WEDC)

IncredibleBank

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Incredible Bank specializes in personal and business banking, loans and insurance services.

Wisconsin Economic Development Corporation (WEDC)

Direxion Investments

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Direxion Investments is a privately owned investment manager. It provides its services to financial advisors, individual investors.

Wisconsin Economic Development Corporation (WEDC)

Bank Mutual Corp

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Bank Mutual is the federally chartered banks.

Wisconsin Economic Development Corporation (WEDC)

SVA Financial Group

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SVA Financial Group is an accounting, technology consulting and wealth management firm.

Wisconsin Economic Development Corporation (WEDC)

National Exchange Bank & Trust

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National Exchange Bank & Trust is a bank serving residents throughout Wisconsin.

Wisconsin Economic Development Corporation (WEDC)

West Bend Mutual Insurance

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West Bend Mutual Insurance is an innovative insurance products.

Wisconsin Economic Development Corporation (WEDC)

Waterstone Mortgage Corporation

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Waterstone Mortgage Corporation is a premier residential mortgage lender.

Wisconsin Economic Development Corporation (WEDC)

Park Bank – Madison

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Park Bank is a banking firm that offers banking services in Park Street, Middleton and Verona.

Wisconsin Economic Development Corporation (WEDC)

CapSpecialty

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CapSpecialty a full inventory of specialty lines, including commercial property, casualty, fidelity, surety and professional lines.

Wisconsin Economic Development Corporation (WEDC)

Aqua Finance, Inc.

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Aqua Finance, Inc. is a financial services firm headquartered in Wisconsin.

Wisconsin Economic Development Corporation (WEDC)

RetireCo

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RetireCo offers consumers a new way to compare and buy insurance products and services.

Wisconsin Economic Development Corporation (WEDC)

First National Community Bank

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First National Community Bank is a financial services company serves with consumer banking, mortgages, and commercial banking services.

Wisconsin Economic Development Corporation (WEDC)

Mortgagebot

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Mortgagebot is now D and H and they provide financial institutions with software to facilitate mortgage application process.

Wisconsin Economic Development Corporation (WEDC)

Baylake Bank

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Baylake Bank is a Wisconsin based full-service financial institution that provides professional guidance.

Wisconsin Economic Development Corporation (WEDC)

Popmoney

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Send money securely from your bank account to just about anyone with an email or mobile number.

Wisconsin Economic Development Corporation (WEDC)

Marine Credit Union

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Marine Credit Union is built on the strong belief that members are more than a credit score and committed to providing financial services.

Wisconsin Economic Development Corporation (WEDC)

Cleary Gull Inc.

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Cleary Gull’s original focus was research, sales, and trading for institutions.

Wisconsin Economic Development Corporation (WEDC)

UMB Fund Services

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UMB Fund Services is a financial services company that provides mutual fund services and alternative investment services.

Wisconsin Economic Development Corporation (WEDC)

U.S. Bancorp Fund Services

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U.S. Bancorp Fund Services, LLC provides single-source solutions to support a variety of investment strategies and products.

Wisconsin Economic Development Corporation (WEDC)

Benesyst, A TASC Company

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Benesyst is a human resources company that offers benefits outsourcing administration services.

Wisconsin Economic Development Corporation (WEDC)

GSF Mortgage

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GSF Mortgage is a full-service mortgage lender.

Wisconsin Economic Development Corporation (WEDC)

European Money Markets Institute

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European Money Markets Institute is an international non-for-profit association.

Wisconsin Economic Development Corporation (WEDC)

Community State Bank

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Community State Bank is a financial services company offering mobile banking, mortgage lending, and personal banking services.

Wisconsin Economic Development Corporation (WEDC)

Horicon Bank

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Horicon Bank is a financial services company located in Horicon.

Wisconsin Economic Development Corporation (WEDC)

Altra Federal Credit Union

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Altra Federal Credit Union is a financial cooperative for all kinds of financial and banking services.

Wisconsin Economic Development Corporation (WEDC)

Robert W. Baird’s Baird Funds

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Baird Funds is doing investment management business with institutional and individual investors with more than $28 billion in assets.

Wisconsin Economic Development Corporation (WEDC)

Blackthorne Capital Management

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Blackthorne Capital Management is a market research company that expertise in data investment with return trading strategies and analytics.

Wisconsin Economic Development Corporation (WEDC)

Auxiant

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Auxiant is an insurance company offering cost-control and health management services.

Wisconsin Economic Development Corporation (WEDC)

Summit Credit Union

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Summit Credit Union is a credit union that provides banking services to members.

Wisconsin Economic Development Corporation (WEDC)

American Appraisal

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A leading valuation and related advisory services firm that provides expertise in all classifications of tangible and intangible assets.

Wisconsin Economic Development Corporation (WEDC)

SECURA Insurance

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SECURA Insurance is a mutual insurance company.

Wisconsin Economic Development Corporation (WEDC)

UW Credit Union

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UW Credit Union is a provider of a full range of consumer financial services.

Wisconsin Economic Development Corporation (WEDC)

Annex Wealth Management

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Annex is an investment advisor that serving the complete financial needs of family, individual and business clients.

Wisconsin Economic Development Corporation (WEDC)

Citizens State Bank

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Citizens State Bank has been serving the Clayton, Wisconsin area since 1907.

Wisconsin Economic Development Corporation (WEDC)

Tri City National Bank

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Tri City National Bank is a banking firm that offers a debit card, online bill pay, mortgage, and auto loan services.

Wisconsin Economic Development Corporation (WEDC)

Financial Institution Products Corporation

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FIPCO its reputation as a trusted leader in form sets, credit and deposit software suites, staff training and compliance management.

Wisconsin Economic Development Corporation (WEDC)

Krause Financial Services

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Krause Financial Services offers crisis Medicaid case analysis, valuation of non-compliant annuities and long term care insurance advice.

Wisconsin Economic Development Corporation (WEDC)

iStream Financial Services

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iStream Financial Services is a financial services company specializing in payment and transaction processing services.

Wisconsin Economic Development Corporation (WEDC)

Ixonia Bank

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Ixonia Bank is a bank specializing in personal checking, savings, and loan services.

Wisconsin Economic Development Corporation (WEDC)

Novus Home Mortgage

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Novus Home Mortgage creating a simpler, more efficient and more transparent mortgage process.

Wisconsin Economic Development Corporation (WEDC)

Sequoir

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Sequoir is a financial technology firm providing Bitcoin trading APIs to power banks, credit unions, fintech, and the Web 3.0.

Wisconsin Economic Development Corporation (WEDC)

OwnersEdge

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OwnersEdge is an ESOP holding company that strives to invest in and build sustainable companies throughout the Midwest.

Wisconsin Economic Development Corporation (WEDC)

WaterStone Bank

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WaterStone Bank is a bank offering wealth management, business loans, and lines of credit services.

Wisconsin Economic Development Corporation (WEDC)

Michael Best & Friedrich LLP

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Michael Best & Friedrich is a company that specializes in banking and financial services.

Wisconsin Economic Development Corporation (WEDC)

My Payment Network

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My Payment Network delivers online payment services to schools, businesses and associations.

Wisconsin Economic Development Corporation (WEDC)

Bank First

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Bank First is a community bank focused on providing innovative products and services.

Wisconsin Economic Development Corporation (WEDC)

La Macchia Group

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La Macchia Group is an architecture & planning firm specializing in financial designing and facility planning services.

Wisconsin Economic Development Corporation (WEDC)

Dairy State Bank

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Dairy State Bank offers financial services like mortgage, loans and online banking.

Written by Mark Smith

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