53 Best Virginia Financial Services Companies and Startups

January 26, 2022
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This article showcases our top picks for the best Virginia 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 Virginia Financial Services Startups

Data sourced from Crunchbase and SemRush.

GL Herndon Insurance Agency

GL Herndon Insurance Agency

Crunchbase Website Twitter Facebook Linkedin

GL Herndon Insurance Agency is an independent insurance agency that specializes in auto, home, business and life insurance services.

Jo's Tax Service

Jo’s Tax Service

Crunchbase Website Twitter Facebook Linkedin

Jo’s Tax Service is a financial firm that provides tax management, bookkeeping, and consulting services.

Jo's Tax Service

WMF

Crunchbase Website Twitter Facebook Linkedin

WMF is one of the largest independent commercial mortgage bankers in the United States.

Jo's Tax Service

Davis & Associates

Crunchbase Website Twitter Facebook Linkedin

Davis & Associates offers accounting, payroll, bookkeeping, cash flow management, CFO, audit, tax planning and preparation services.

Jo's Tax Service

Telebank Financial

Crunchbase Website Twitter Facebook Linkedin

Telebank Financial provided financial products and services to customers in the US through the Internet, telephones.

Jo's Tax Service

Northern Star Credit Union

Crunchbase Website Twitter Facebook Linkedin

Northern Star Credit Union is a community-based, non-profit, financial cooperative, located in Portsmouth, VA.

Jo's Tax Service

Capital One Careers

Crunchbase Website Twitter Facebook Linkedin

Capital One Careers is a diversified banking company focused primarily on consumer and commercial lending and deposit origination.

Jo's Tax Service

CommonWealth Financial Planning

Crunchbase Website Twitter Facebook Linkedin

CommonWealth Financial Planning provides investment management, budgeting, insurance, employee benefits, tax & retirement planning services.

Jo's Tax Service

Douglas McCown

Crunchbase Website Twitter Facebook Linkedin

Douglas McCown is focusing on employee benefits and on individuals for the companies.

Jo's Tax Service

Synergy Financial Group

Crunchbase Website Twitter Facebook Linkedin

Synergy Financial Group is an advisory firm that provides wealth management and planning strategies to enhance financial growth for clients.

Jo's Tax Service

New Paradigm Capital Management

Crunchbase Website Twitter Facebook Linkedin

New Paradigm Capital Management is a financial management company that offers capital preservation and investment advisory services.

Jo's Tax Service

Security One Federal Credit Union

Crunchbase Website Twitter Facebook Linkedin

Security One are committed to providing members with exceptional service and strive to fulfill your financial dreams.

Jo's Tax Service

Virginia Beach Postal Federal Credit Union

Crunchbase Website Twitter Facebook Linkedin

Virginia Beach Postal Federal Credit Union operates as a financial cooperative that provides financial solutions.

Jo's Tax Service

Falcon Affiliates

Crunchbase Website Twitter Facebook Linkedin

Falcon Affiliates is a consulting firm that provides investment strategies to enhance business growth for various organizations.

Jo's Tax Service

Ginsberg, Nottingham and Mapp

Crunchbase Website Twitter Facebook Linkedin

Ginsberg Nottingham and Mapp is an accounting firm that engages in payroll, bookkeeping, assurance, tax planning and preparation services.

Jo's Tax Service

Kormendi Gardner Partners

Crunchbase Website Twitter Facebook Linkedin

Kormendi Gardner Partners is a financial firm that provides litigation support, private equity, research and investment banking services.

Jo's Tax Service

Coastal Benefits Group

Crunchbase Website Twitter Facebook Linkedin

Coastal Benefits Group is a financial service-based insurance agency that mainly provides health to medicare insurance services.

Jo's Tax Service

Compton Wealth Advisory Group

Crunchbase Website Twitter Facebook Linkedin

Compton Wealth Advisory Group renders financial planning, education, retirement planning, insurance and investment management services.

Jo's Tax Service

Strasburg State Bank

Crunchbase Website Twitter Facebook Linkedin

Strasburg State Bank offers online banking, loan, online bill pay, cash, fax, direct deposit, notary, debit and ATM services.

Jo's Tax Service

Brock-Norton Insurance Agency

Crunchbase Website Twitter Facebook Linkedin

Brock-Norton Insurance Agency engages in insurance and risk management services.

Jo's Tax Service

Jormandy

Crunchbase Website Twitter Facebook Linkedin

Jormandy is a financial firm that provides debt-buying and consulting services to promote business growth for organizations.

Jo's Tax Service

Capital Fiduciary Advisors

Crunchbase Website Twitter Facebook Linkedin

Capital Fiduciary Advisors specializes in financial planning, wealth management, investment consulting, tax and estate planning services.

Jo's Tax Service

Dastvan

Crunchbase Website Twitter Facebook Linkedin

Dastvan provides accounting and financial services.

Jo's Tax Service

Alexis Advisors

Crunchbase Website Twitter Facebook Linkedin

Alexis Advisors provides investment advisory, wealth management, financial and retirement planning, and consulting services.

Jo's Tax Service

Washington Wealth Advisors

Crunchbase Website Twitter Facebook Linkedin

Washington Wealth Advisors offers financial planning, investment management, portfolio analysis and consulting services.

Jo's Tax Service

Abas

Crunchbase Website Twitter Facebook Linkedin

Abas is an accounting advisory firm that offers reporting, budgeting, cash flow analysis, and financial systems implementations services.

Jo's Tax Service

Towne First Mortgage

Crunchbase Website Twitter Facebook Linkedin

Towne First Mortgage is a hometown mortgage company.

Jo's Tax Service

Avenue Tax Service

Crunchbase Website Twitter Facebook Linkedin

Avenue Tax Service is an accounting service company.

Jo's Tax Service

Small Business Specialists

Crunchbase Website Twitter Facebook Linkedin

Small Business Specialists provides accounting, payroll, QuickBooks training, IRS representation, tax planning and preparation services.

Jo's Tax Service

Johnson & Associates

Crunchbase Website Twitter Facebook Linkedin

Johnson & Associates provides accounting, tax, bookkeeping, QuickBooks, and consulting services to individuals and businesses.

Jo's Tax Service

Emergent Financial Services

Crunchbase Website Twitter Facebook Linkedin

Emergent Financial Services provides biotech strategy, investment advice, financial, and business planning services.

Jo's Tax Service

Mainsail Wealth Advisors LLC

Crunchbase Website Twitter Facebook Linkedin

Mainsail Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

Jo's Tax Service

McMillion & McMillion

Crunchbase Website Twitter Facebook Linkedin

McMillion & McMillion offers accounting, bookkeeping, auditing, retirement planning, consulting, reviews, taxation & compilation services.

Jo's Tax Service

Southeastern Underwriters

Crunchbase Website Twitter Facebook Linkedin

Southeastern Underwriters faces unique challenges when insuring financial institutions and auto finance companies.

Jo's Tax Service

Credit Union of Richmond

Crunchbase Website Twitter Facebook Linkedin

Credit Union of Richmond offers savings accounts, checking accounts, credit cards, loans, mortgages and online banking services.

Jo's Tax Service

Custom Credit Card Processing

Crunchbase Website Twitter Facebook Linkedin

Custom Credit Card Processing provides POS systems and credit card processing services.

Jo's Tax Service

Aser Capital

Crunchbase Website Twitter Facebook Linkedin

Aser Capital focuses on pipeline development, impact investing, fund structuring, business development, and product development services.

Jo's Tax Service

PlantechHub

Crunchbase Website Twitter Facebook Linkedin

PlantechHub is an innovative financial planning software that enables advisors to enhance client portal, presentation and plan creation.

Jo's Tax Service

PENTECO

Crunchbase Website Twitter Facebook Linkedin

PENTECO provides personal and business insurance solutions along with financial services through a professional and personal approach.

Jo's Tax Service

Brown’s Accounting & Tax Service

Crunchbase Website Twitter Facebook Linkedin

Brown’s Accounting & Tax Service provides accounting and tax services.

Jo's Tax Service

Asenti Diligence Partners

Crunchbase Website Twitter Facebook Linkedin

Asenti Diligence Partners is a firm that provides financial, accounting, portfolio monitoring, and other transaction-related services.

Jo's Tax Service

The Anderson Group

Crunchbase Website Twitter Facebook Linkedin

The Anderson Group offers tax, IRS representation, accounting, payroll, and QuickBooks services that help clients achieve their goals.

Jo's Tax Service

D’Orazio & Associates

Crunchbase Website Twitter Facebook Linkedin

D’Orazio & Associates offers risk management, tax preparation, business planning, financial advisory and investment management services.

Jo's Tax Service

Heritage Business Strategies

Crunchbase Website Twitter Facebook Linkedin

Heritage Business Strategies offers asset management, portfolio analysis, and retirement solutions.

Jo's Tax Service

MacRae Associates

Crunchbase Website Twitter Facebook Linkedin

MacRae Associates is a financial firm that offers a complete range of accounting and taxation services for individuals and services.

Jo's Tax Service

Future Profits Consulting

Crunchbase Website Twitter Facebook Linkedin

Future Profits Consulting specializes in agricultural and financial sectors that offer financial analysts, CFP, and consulting services.

Jo's Tax Service

WBA Insurance

Crunchbase Website Twitter Facebook Linkedin

WBA Insurance is an independent insurance firm that provides a wide range of insurance products to help you prepare for the unexpected.

Jo's Tax Service

Kay Investments

Crunchbase Website Twitter Facebook Linkedin

Kay Investments provides financial consultation, investment advisory and wealth management services.

Jo's Tax Service

Keiter Advisors

Crunchbase Website Twitter Facebook Linkedin

Keiter Advisors specializes in mergers, acquisitions, sell-side advisory, financial modeling, capital raising, and cash management services.

Jo's Tax Service

Executive Insurance Benefits

Crunchbase Website Twitter Facebook Linkedin

Executive Insurance Benefits provides retirement, estate, investment, insurance, lifestyle, money, and tax services.

Jo's Tax Service

Finance USA

Crunchbase Website Twitter Facebook Linkedin

Finance USA offers a range of financial products and services include home loans, refinance, investment, and commercial loans.

Jo's Tax Service

WB Elite Tax & Accounting

Crunchbase Website Twitter Facebook Linkedin

WB Elite Tax & Accounting specializes in taxation, bookkeeping, accounting, payroll, and IRS representation services.

Jo's Tax Service

Health Savings Administrators

Crunchbase Website Twitter Facebook Linkedin

Health Savings Administrators renders health saving accounts, third party administration, investment solution and consulting services.

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