Fresh Rounds

Financial services funding rounds

75 companies in financial services filed a new Form D between October 15, 2026 and November 13, 2026, reporting $1B raised. Largest: AEH Parent, LLC at $224M. By industry: Other Banking and Financial Services (24), Investing (22), Commercial Banking (13), Insurance (9), Investment Banking (7).

CompanyIndustryRaisedSecurityFiled
AEH Parent, LLCNew York, NY · Founded 2026 Investing $224M Equity Nov 13
First Service Bancshares, Inc.Greenbrier, AR Commercial Banking $29M Debt Nov 13
GS Finance Corp.New York, NY Investment Banking $3K Debt Nov 13
INSight Capital, LLCLincoln, NE · Founded 2022 Insurance $0of $30M Equity Nov 13
Bank7 Corp.Oklahoma City, OK Commercial Banking $71.7M Equity Nov 12
GV 2027 GP, L.P.Mountain View, CA · Founded 2026 Investing $0open-ended Equity, Other Nov 12
Munee M & A, Inc.New York, NY Investing Not yet soldof $3.5M Equity, Debt Nov 12
Srh Revocable TrustPiedmont, SC · Founded 2025 Other Banking and Financial Services Not yet soldof $100M Equity Nov 12
SLR Secured Specialty Lending FundNew York, NY · Founded 2026 Investing $200Mopen-ended Equity Nov 10
Michigan State University Federal Credit UnionEast Lansing, MI Other Banking and Financial Services $15M Debt Nov 10
FAI JAAK Labs, LPMcdonald, PA · Founded 2026 Investing $1.1Mof $1.5M Equity Nov 10
NEXROC Group, Inc.Lewes, DE · Founded 2024 Other Banking and Financial Services Not yet soldof $1B Equity, Debt Nov 10
NEXROC Group, Inc.Lewes, DE · Founded 2024 Other Banking and Financial Services Not yet soldof $1B Equity, Debt Nov 10
NEXROC Group, Inc.Lewes, DE · Founded 2024 Other Banking and Financial Services Not yet soldof $1B Equity, Debt Nov 10
VBT Financial CorpSan Antonio, TX Commercial Banking $81M Debt Nov 9
Kvc X LLCHarleysville, PA · Founded 2026 Investing $115K Equity Nov 9
Shac Cw Dev Partners LLCCalabasas, CA · Founded 2026 Investing $23.9M Equity Nov 6
Big3BB-LA, LLCCalabasas, CA · Founded 2024 Investing $12M Equity Nov 6
Fleur Capital CorpSimmesport, LA · Founded 2025 Commercial Banking $11.3M Equity Nov 6
SFA Credit Fund 2026, LLCLouisville, KY · Founded 2026 Investing $5.1M Equity Nov 6
Pd Transcend Credit Partners, LLCCalabasas, CA · Founded 2025 Investing $3.9M Equity Nov 6
Pd Transcend Credit Partners, LLCCalabasas, CA · Founded 2025 Investing $2M Equity Nov 6
Open Clear Capital Inc.Sheridan, WY · Founded 2025 Investing $100Kof $5M Equity, Other Nov 6
Kilmichael Bancorp, Inc.Kilmichael, MS Commercial Banking $8M Debt Nov 4
MJS Investors LLCCharlottesville, VA · Founded 2026 Investing $3.1M Equity Nov 4
GS Finance Corp.New York, NY Investment Banking $323K Debt Nov 4
GS Finance Corp.New York, NY Investment Banking $3K Debt Nov 4
Dimeco Inc.Honesdale, PA Commercial Banking $25M Debt Nov 3
First United Bancorp, Inc.Madisonville, KY Commercial Banking $15M Debt Nov 3
Bottleneck Specialty Finance LLCLake Forest, IL · Founded 2026 Other Banking and Financial Services $6Mopen-ended Equity Nov 3
Investcorp Employee Co-Investment Program Incentive Limited PartnershipGrand Cayman, Cayman Islands · Founded 2023 Other Banking and Financial Services Not yet soldopen-ended Equity, Other Nov 3
HIG Holdings, LLCFort Worth, TX Insurance $8.5M Equity, Other Nov 2
Panacea Financial Holdings, Inc.Little Rock, AR · Founded 2022 Other Banking and Financial Services $8Mof $15M Equity Nov 2
Brix Investment Holdings, LLCNew York, NY · Founded 2024 Other Banking and Financial Services $1Mof $6M Equity Nov 2
Sword Financial Corp.Horion, WI Commercial Banking $0of $60.1M Debt Nov 2
Corgi Insurance Services, Inc.San Francisco, CA · Founded 2024 Insurance $30M Equity Oct 30
Unified Michigan Fund II LLCCincinnati, OH · Founded 2026 Investing $2.7Mof $4M Equity Oct 30
Green Tiger Software Inc.Austin, TX Other Banking and Financial Services $2.2M Security to be acquired on exercise Oct 30
cultivate-Nanochon Sidecar II, LLCGrand Rapids, MI · Founded 2026 Investing $1.4M Equity Oct 30
Macath Solutions LLCNew York, NY · Founded 2025 Insurance $175K Equity Oct 30
Blossom Social Inc.Toronto, Ontario, Canada · Founded 2023 Investing $68.5Kof $2M Equity Oct 30
Bellwether Topco, L.P.New York, NY · Founded 2025 Insurance Not yet soldopen-ended Equity Oct 30
Forge Equity Partners, LLCBrownsburg, IN Investing $10.6M Equity Oct 29
Jones Financial Companies LLLPDes Peres, MO Other Banking and Financial Services $9K Equity Oct 29
Future Health Holdings LLCThe Colony, TX · Founded 2024 Other Banking and Financial Services Not yet soldof $11.2M Equity Oct 29
CoCatalyst Capital Holdings LLCSaratoga, CA · Founded 2026 Investing $7.5M Equity Oct 28
Optus Financial CorpColumbia, SC Commercial Banking $35M Debt Oct 27
Csra Bank Corp.Wrens, GA Commercial Banking $14M Debt Oct 27
Water & Power Community Credit UnionLos Angeles, CA Other Banking and Financial Services $8Mof $15M Debt Oct 27
Tier1 Alpha Asset Management, LLCColumbus, OH · Founded 2026 Other Banking and Financial Services $4.9Mof $7M Equity Oct 27
GS Finance Corp.New York, NY Investment Banking $294K Debt, Options or warrants Oct 27
GS Finance Corp.New York, NY Investment Banking $221K Debt, Options or warrants Oct 27
GS Finance Corp.New York, NY Investment Banking $221K Options or warrants Oct 27
Green Guys Holdings, LLCCharlotte, NC · Founded 2024 Other Banking and Financial Services $551Kof $1.3M Equity, Other Oct 26
Montsolis LLCLake Mary, FL · Founded 2026 Investing Not yet soldof $7.5M Debt Oct 26
IPV-All Pro Debt Fund I, LLCColorado Springs, CO · Founded 2026 Other Banking and Financial Services $5Mof $65M Debt Oct 23
Border Bancshares, Inc.Greenbush, MN Commercial Banking $550Kof $1.5M Equity Oct 22
Allied Resource Partners Krest #1, LPDenver, CO · Founded 2026 Investing $284Kof $1.4M Equity Oct 22
AmTru Ambient Ventures LLCSan Clemente, CA · Founded 2026 Investment Banking $225Kof $3M Equity Oct 22
Amwins Holding Company, LLCCharlotte, NC Insurance $16.7M Equity Oct 21
Hourglass Finance LLCSan Francisco, CA · Founded 2026 Other Banking and Financial Services $3Mof $250M Debt Oct 21
Cxvn, LPLos Angeles, CA · Founded 2026 Investing Not yet soldof $1M Equity Oct 21
NEXROC SVCV, Inc.New York City, NY · Founded 2024 Other Banking and Financial Services $50M Debt, Options or warrants Oct 20
Bracely Inc.Pacific Palisades, CA · Founded 2025 Insurance $700K Options or warrants, Security to be acquired on exercise Oct 20
Sunshine & Kittens Ltd.London, United Kingdom · Founded 2023 Other Banking and Financial Services $322K Equity Oct 19
Freedom Bancorp, Inc.Maywood, NJ Commercial Banking $26.5M Debt Oct 16
First Greenwich Financial, Inc.Cos Cob, CT Commercial Banking $15M Debt Oct 16
High Street Holdco, LLCTraverse City, MI Insurance $4.5Mopen-ended Equity, Options or warrants Oct 16
Matters Capital Ventures LLCCoral Gables, FL · Founded 2026 Other Banking and Financial Services $3.5Mof $3.6M Equity Oct 16
Zippy, Inc. /DEDallas, TX · Founded 2021 Other Banking and Financial Services $20M Equity Oct 15
High Street Holdco, LLCTraverse City, MI Insurance $3.5Mopen-ended Equity, Options or warrants Oct 15
Supervest Investments, LLC, Series CNew York, NY · Founded 2023 Other Banking and Financial Services $185Kof $5M Debt Oct 15
Enduring Investments LLCMorristown, NJ Investing Not yet soldof $1.7M Equity Oct 15
Pfdselect Medical Receivables 1023, LLCHenderson, NV · Founded 2026 Other Banking and Financial Services Not yet soldof $10M Equity Oct 15
WowRate Mortgage LLCRedmond, WA · Founded 2025 Other Banking and Financial Services Not yet soldopen-ended Debt Oct 15