29 Trending Financial Service Company Businesses [2024]

Pat Walls

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Updated: April 14th, 2023

Start A Financial Service Company

Looking for some examples of a financial service company?

Interested in case studies of a successful financial service company? Check out our full list of success stories.

1. LendingPoint

We unlock access to affordable personal loans from $2000 to $36,500 to cover whatever you may need while helping you rebuild your credit and grow financially stronger.

How much they make:
Where they're located: Kennesaw, GA, USA
Current team size: 258
Website traffic: 440K/month

2. Primerica

Where they're located: Rochester, New York, USA
Website traffic: 470K/month

Learn more about starting a financial service company:

Where to start?

-> How much does it cost to start a financial service company?
-> Pros and cons of a financial service company

Need inspiration?

-> Other financial service company success stories
-> Marketing ideas for a financial service company

Other resources

4. Service Finance

Service Finance Company, LLC is a nationally licensed sales finance company and an approved FHA Title I Lender

Website traffic: 240K/month

5. Digits

Introducing the Digits Real-time Engine. No setup required.

How much they make:
Where they're located: San Francisco, California, USA
Current team size: 59

6. Wall St Rank

A daily ranking of positively rated stocks by top research firms. Save time on research - tap into insights from the smart money on Wall Street.

7. GGC

GGC is one of the best Financial Consultancy in India. Who deals in all departments of financial services i.e. accounting, GST registration, NRI taxation, etc

8. The Financial Services Company Ltd

9. Home

Part of

Starting A Financial Service Company: Everything You Need To Know

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11. Paddle

Helping B2B & B2C SaaS increase global conversions, reduce churn, stay compliant, and scale up fast

How much they make:
Website traffic: 1.4M/month

12. ProfitWell

ProfitWell subscription software helps you achieve faster recurring revenue growth. Pricing and retention solutions designed for subscription and SaaS products.

How much they make:
Where they're located: Boston, MA, USA
Current team size: 85

13. Millennial Money

Next Level Personal Finance

Website traffic: 690K/month

14. Good Financial Cents®

Website traffic: 570K/month

15. The Financial Diet

How much they make:
Website traffic: 660K/month

16. Tala

17. MPI® Unlimited

MPI Secure Compound Interest is a simple path to get your money Compounding - money making money. Gain full financial freedom and retire at the age you want.

Where they're located: Gilbert, AZ, USA
Current team size: 10

18. Arcus Financial Intelligence

Making payments possible for everyone. Somos la compañía B2B que está detrás de las soluciones de pagos dentro de muchas de las apps que usas hoy.

19. Capchase

Capchase helps creators achieve success by providing insightful counsel and non-dilutive finance to early-stage, high-growth SaaS startups.

20. Beppo

Beppo is an all-in-one financial control app for freelancers in the Philippines. Budget tracker, invoicing, tax projection. Download NOW!

Current team size: 0

21. Theseus Capital

22. CFOAF

How much they make: $1.2M/year
Where they're located: Phoenix, AZ, USA
How much did it cost to start: $50K
Current team size: 5

How I Started A $100K/Month CFO Service Company With My Wife

CFOAF, founded by Byron Wolfe, quickly reached $1M in accrued revenue in its first year by offering top-notch CFO services to small to midcap companies, specializing in managing high-level financial decisions, minimizing tax burdens, and providing business growth knowledge across various industries.

About

Byron started CFOAF over 2 years ago

Revenue

Byron grew the business to $100K/month

Costs

It cost Byron $50000 to start the business

Read this case study

Read by 1,129 founders

23. Collective

Collective offers financial solutions designed for self-employed business owners – company formation, tax, accounting & bookkeeping.

24. Fitnancial Solutions

Fitnancial Solutions is founded by Shannon, a CPA and fitness instructor. She is dedicated to empowering entrepreneurs with financial knowledge so they can create thriving businesses.

25. Klooks

How much they make: $720K/year
Where they're located: Porto Alegre, RS, Brasil
How much did it cost to start: $50K
Current team size: 35

Our Business Makes $60K/Month Turning Corporate Financial Statements Into Standardized Data

K-Looks is a Brazilian data firm serving some of the main financial institutions in Brazil with revenues in 2022 of $600k and triple-digit annual growth for the past three years, specializing in organizing unstructured financial data from messy pdf files, offering fully customized data solutions with a combination of engines that extracts and categorizes data automatically with human quality assurance in addition to financial data structuring process and financial spreading services, with a focus on good content, personalized service, and client retention.

About

Alexandre started Klooks about 12 years ago

Revenue

Alexandre grew the business to $60K/month

Costs

It cost Alexandre $50000 to start the business

Read this case study

Read by 1,399 founders

26. Gauvreau Accounting Tax Law Advisory

An award-winning chartered professional accounting firm dedicated to changing lives and building wealth for North American businesses.

How much they make: $4.44M/year
Where they're located: Peterborough, ON, Canada
Current team size: 80

Our Accounting Tax Law Advisory Firm Will Surpass $10M Revenue in 2023

Gauvreau Accounting Tax Law Advisory has gone from $220k in revenue in its first year to over $10 million with 90-100 employees, offering compliance solutions, strategic financial advisory services, leadership coaching, and specialized tax, wealth management, and business financing services; their primary goal is to positively empower business owners to maximize their impact in changing the world, and they plan to go from $10 to $200 million revenue in the next ten years.

About

Robert started Gauvreau Accounting Tax Law Advisory over 16 years ago

Revenue

Robert grew the business to $370K/month

Read this case study

Read by 1,433 founders

27. The Asian Banker

The Asian Banker is a leading platform in the Banking & Financial Services Industry that provides strategic business intelligence to help decision-makers achieve tangible business goals.

28. Amberly Grant

How much they make:

29. Backd

Backd offers real financial solutions tailored to your small business needs. Apply online today!