Mark Smith
This article showcases our top picks for the best Iowa 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 Iowa Financial Services Startups
Data sourced from Crunchbase and SemRush.
Dwolla
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Dwolla, Inc. is a FinTech company that is changing the way innovative businesses move money with their modern payments platform.
Businessolver
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Businessolver is an employee benefits administration technology company.
Athene
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Athene Holding is a life insurance company that provides retirement savings products for individuals and institutions.
Growers Edge
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Growers Edge leverages data science to build grower-relevant risk management solutions to meet ever-changing agriculture demands.
MidWestOne Bank
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MidWestOne Bank is a commercial banking service company that offers personal banking, small business banking, and wealth management.
Cambridge Investment Research
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Cambridge Investment Research delivers innovation in financial solutions that is focused on serving their investing clients.
Lincoln Savings Bank
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Lincoln Savings Bank is a financial services company offering checking, savings, credit cards, and loan services.
SpendSmart Networks
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SpendSmart Networks is a financial solutions company for helping teens and young adults to manage to spend.
Bank of Mingo
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Bank of Mingo is a full-service bank that offers deposits, loans, and provides other services for the public.
OnePlace Capital
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OnePlace Capital helps medical, dental, and veterinary practitioners stay competitive and grow in today’s challenging business market.
U Drive Acceptance
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U Drive Acceptance is sub-prime finance company specializing in providing financial solutions to Independent and Franchise Auto Dealers.
Transamerica
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Transamerica is a private holding company that provides services for various life insurance companies and investment firms.
Principal Financial Group
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Principal Financial Group provides retirement savings, investment, and insurance products and services worldwide.
Consumer Financial Protection Bureau
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Consumer Financial Protection Bureau is the U.S.-based independent agency responsible for consumer protection in the financial sector.
FSB Premier Wealth Management
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FSB Premier Wealth Management, Inc. is the wealth management affiliate of Farmers State Bank
FSB FinancialServices
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FSB FinancialServices is a financial firm that is committed to helping people pursue their financial goals.
Principal Global Investors
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PGI single purpose is empowering individual investors, institutions, and business professionals to reach their financial goals.
TaxACT
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TaxACT was created from the ashes of a product called Personal Tax Edge marketed by Parsons Technology.
BlendCard
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BlendCard operates as a small business marketing platform.
Wellmark
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Wellmark Blue Cross Blue Shield is a mutual insurance in the United States with more than two million members in Iowa and South Dakota.
EMC Insurance
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EMC Insurance Companies is among the top 50 insurance organizations in the country based on net written premium
RuffaloCODY
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RuffaloCODY is the recognized leader in providing strategic fundraising, enrollment management services and software.
Summit Agricultural Group
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Summit Agricultural Group engages in a diverse farming, agricultural investment, and farm management.
GreenState Credit Union
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GreenState Credit Union is a financial services company that specializes in laptop online banking.
F&G Life & Annuities
Crunchbase Website Twitter Facebook Linkedin
F&G provides annuities and life insurance for over 700,000 people across the United States.
Benekiva
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Bridging the gap between life/annuity carriers, policyholders, and beneficiaries with a #beneficiaryfirst mindset.
Heartland Financial
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Founded in 1981, Heartland Financial USA, Inc. is a $4.9 billion multibank holding company offering uniquely different banking solutions
SHAZAM Network
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One of the last remaining member-owned and -controlled financial services providers and debit processors in the industry.
TMG
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TMG is a card processing and payment solutions for credit unions and community-based financial institutions.
TSB Bank
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TSB Bank is a bank that provides various banking products and services.
TrueNorth Companies
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TrueNorth Companies is an insurance and financial services firm.
GreatAmerica Financial Services
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GreatAmerica is a nationwide provider of commercial equipment and technology financing.
Brokers International
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Brokers International is an insurance company providing financial and marketing programs.
Sammons Financial
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Sammons Financial is a group of financial companies, including some of the most enduring and stable businesses.
Farm Bureau Financial Services
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Farm Bureau Financial Services offers auto, life, home and property insurance products along with personal service to the clients.
Farmer Mac
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Farmer Mac is a financial-agricultural credit company that provides financial & agricultural solutions to rural agricultural communities.
Honkamp Krueger & Co., P.C.
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Honkamp Krueger & Co., P.C. is a Top 100 CPA and business consulting firm in the U.S. offering over 40 professional services.
EquiTrust
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EquiTrust Life Insurance Co operates as an insurance company and it provides life insurance and fixed annuity services to its clients.
American Trust Retirement
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American Trust Retirement is a financial services company providing customized retirement solutions in Dubuque, Iowa.
Farmers State Bank
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Farmers State Bank is a banking firm providing savings account, mortgage, and auto loan services.
Bankers Trust
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Bankers Trust Company provides banking products and services to businesses and individuals in Iowa.
HK Financial Services
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HK Financial Services is a financial company providing wealth management services.
Brokers Clearing House Ltd
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Brokers Clearing House is the premier Brokerage General Agency in the Midwest.
BVS Performance Solutions
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BVS Performance Solutions is a financial services company that offers staff training and online relationship building services.
Ascentra Credit Union
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Ascentra Credit Union are a democratically run, not-for-profit cooperative, driven by the input & participation of member-owners- people.
NCMIC
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NCMIC is a chiropractic malpractice insurance company that offers financial and insurance products.
Social Money
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Social Money is a financial services technology company creating innovative products that help consumers and its clients save.
SmartyPig
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SmartyPig is a website helping users save for specific financial goals by making their accounts public for friends and families.
Cottingham & Butler
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Cottingham & Butler is the 35th largest insurance broker in the US.
Dupaco Community Credit Union
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Dupaco Community Credit Union specializes in financial services & offers insurance, investment, business loans & employee benefit programs.
Northwest Bank
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Northwest Bank is a bank specializing in mortgage, consumer deposit, and lending services in Iowa and Nebraska.
Data Business Equipment
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Data Business Equipment has been helping to integrate technology into financial institutions throughout the Midwest.
West Bancorporation Inc
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West Bancorporation Inc is providing full-service banking and trust services to businesses and consumers.
The Veridian Group
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The Veridian look for new products and services, via a CUSO relationship, that will benefit credit union members and all credit unions.
Homesteaders
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Homesteaders is an insurance company that offers insurance, financial products and services to the funeral industry.
American Bank & Trust
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American Bank & Trust is a banking firm offering banking, virtual teller, and personal loan services.
Vortex Blockchain Technologies
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Vortex Blockchain Technologies is a crypto asset holdings company.
Veridian Credit Union
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Veridian Credit Union offers a full range of consumer financial services.
Ames National Corporation
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Ames National Corporation is a financial services holding company that offers services, support, and advice to shareholders and customers.
Cedar Rapids Bank & Trust
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Cedar Rapids Bank & Trust provides banking, wealth management, and financial services.
Hills Bank and Trust Company
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Hills Bank and Trust Company is a banking firm that offers banking, real estate lending, and notary services.
Midwest Heritage, A Hy-Vee Company
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Midwest Heritage, A Hy-Vee Company is a full-service financial center in Iowa.
Iowa Student Loan
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Iowa Student Loan specializes in providing scholarships, planning tools, refinance and loans for students.
Allied Insurance
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Allied Insurance provides insurance to individuals, families and businesses.
Raccoon Valley Bank
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Raccoon Valley Bank is a banking & financial services company located in Adel.
Affiliates Management Company
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Affiliates Management Company is a wholly-owned holding company.
First National Bank of Muscatine
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First National Bank of Muscatine is a bank offering personal banking, business banking, and mobile banking services.
LendTrade
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LendTrade is a company which helps financial institutions simplify and accelerate the process of growing their loan portfolios.
DuTrac Community Credit Union
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DuTrac Community Credit Union provides saving account, checking, auto/personal loans, wealth management and online services.
UFG Insurance
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The United Fire Group (UFG) companies join together to offer a range of property/casualty products.
Federal Home Loan Bank of Des Moines
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Federal Home Loan Bank of Des Moines is a financial services company providing mortgage and small business lending services.
Asymmetria Group
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Asymmetria Group provides access to private markets through an institutional quality sponsor network.
Broker Dealer Financial Services Corp.
Crunchbase Website Twitter Facebook Linkedin
Broker Dealer Financial Services Corp. is a financial services company offering investment and insurance services.
Iowa State Bank
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Iowa State Bank is a community bank with services across Iowa.
HomeServices Lending, LLC
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HomeServices Lending is a financial services company that offers renovation loans and investment property services.
State Bank & Trust Co.
Crunchbase Website Twitter Facebook Linkedin
State Bank & Trust Co. is a banking firm based in Nevada, Iowa that provides personal and business banking services.
Athene Annuity & Life Assurance Company
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Athene Annuity & Life Assurance Company is an emerging leader in fixed annuities and reinsurance for the US retirement savings market.
Farmers State Bank, Marion
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Farmers State Bank, Marion is a personal and business bank based in Iowa.
Berthel Fisher
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Berthel Fisher offers investment brokerage, wealth management, and investment banking services.
Heritage Bank NA
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Heritage Bank NA has operations in Minnesota, Iowa and South Dakota.
Security National Bank: Sioux City, IA
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Security National Bank: Sioux City, IA is a northwest Iowa-based bank.
Liberty National Bank
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Liberty National Bank celebrated its fifteenth anniversary in 2018 that Focus on the needs of local families, businesses and farmers.
Miles Capital, Inc.
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Miles Capital is an investment management company specializing in asset management and advisory services.
Transamerica Life Insurance Company
Crunchbase Website Twitter Facebook Linkedin
The Transamerica Corporation is an American holding company for various life insurance companies and investment firms
Foster Group
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Foster Group is a financial services company that specializes in financial planning and investment advisory services.
Bank Midwest, One Place
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Bank Midwest, One Place is a commercial financial service provider with offices in Minnesota, Iowa and South Dakota.
BadCreditCashASAP
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Help you find safe, easy, and convenient borrowing solutions for your urgent financial needs.
CustomOne CFO & Controllers
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CustomOne CFO & Controllers is a financial service company that assists businesses with accounting, tax, financial planning and analysis.
R.I.A. Federal Credit Union
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R.I.A. Federal Credit Union offers banking and financial solutions.
Quad City Bank & Trust
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Quad City Bank & Trust is a full-service community bank in Iowa.
Crunchbase Website Twitter Facebook Linkedin
Ohnward Bancshares renders banking, farm management, tax, accounting, insurance, retirement, wealth and financial advisory services.
Grinnell State Bank
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Grinnell State Bank is a provider of banking and financial services.
Washington State Bank
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Washington State Bank offers products and services including online, mobile banking, account options, loans, fraud protection and more.
UPSTREAM Investment Partners, LLC
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UPSTREAM Investment Partners is a financial services company offering financial consultancy services.
Interstate Insurance Services
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Interstate Insurance Services is an insurance services provider.
Premier Advisors
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Premier Advisors is an independent financial management firm.
Continental Western Group
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Continental Western Group specializes in commercial insurance services.
FNNB Bank
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FNNB Bank provides banking products and services.
Banleaco
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Banleaco is a consulting company that provides equipment financing services for medical, construction and agriculture sectors.
Legacy Financial Group
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Legacy Financial is a company which provides Financial Planning, Wealth Management, Financial Adviser & Investment Advise services.
