Tamtam Start free

The 50 largest Financial Services companies in Washington State

Tamtam tracks 50 Financial Services companies headquartered in Washington State. This list ranks all of them by number of employees on LinkedIn, led by Russell Investments, Convera and AgWest Farm Credit. Their median headcount is 194. Half of them were founded in 1988 or later. The most common headquarters are Seattle (16), Bellevue (5) and Spokane (4).

馃嚭馃嚫 Washington State50 companiesUpdated Oct 24, 2026
#CompanyIndustryHeadquarters EmployeesFounded
1
Russell Investmentsbit.ly

Providing diverse investment capabilities and solutions to institutional, financial intermediaries, and individual investors worldwide, enhancing financial security.

Financial Services 馃嚭馃嚫 Seattle 2,004 1936
2
Converaconvera.com

A global B2B cross-border payments company, Convera helps businesses manage international transactions and reduce currency risks for customers worldwide

Financial Services 馃嚭馃嚫 Seattle 1,795 n/a
3
AgWest Farm Creditagwestfc.com

A $30 billion financial cooperative providing financing and services to farmers, ranchers, agribusinesses, and rural homeowners in the Western United States

Financial Services 馃嚭馃嚫 Spokane 1,041 1916
4
HomeStreet Bankhomestreet.com

A community bank offering a full range of financial services focused on building long-term relationships, supporting communities, and promoting housing

Financial Services 馃嚭馃嚫 Seattle 982 1921
5
Professionalprofessionalcredit.com

Specializing in accounts receivable management services, our company offers cutting-edge technology solutions to enhance client-consumer relations and deliver superior financial results

Financial Services 馃嚭馃嚫 Vancouver 796 1933
6
Gesa Credit Uniongesa.com

Established in 1953, Gesa Credit Union is the second largest credit union in Washington state, serving over 260,000 members worldwide with financial services

Financial Services 馃嚭馃嚫 Richland 780 1953
7
Parametricparametricportfolio.com

Partners with advisors, institutions, consultants. Builds custom portfolios, efficient market exposures, solves implementation challenges, designs multi-asset portfolios, offers alternative strategies.

Financial Services 馃嚭馃嚫 Seattle 700 n/a
8
STCUstcu.org

A top-performing credit union focused on serving members, fostering a positive workplace culture, and making a difference in the community

Financial Services 馃嚭馃嚫 Liberty Lake 690 1934
9
Coinstarcoinstar.com

The company specializes in self-service coin counting kiosks and offers options to convert change to cash, eGift cards, donate to charity, purchase cryptocurrencies, and digital advertising

Financial Services 馃嚭馃嚫 Bellevue 618 1991
10
Evergreen Home Loans NMLS 3182evergreenhomeloans.com

Premier local mortgage lender providing loan origination, funding, and servicing for customers and partners while focusing on exceptional customer experiences and relationships

Financial Services 馃嚭馃嚫 Bellevue 616 1987
11
Coastalcoastalbank.com

Providing innovative embedded finance solutions and secure financial products through collaboration, compliance, and cutting-edge technology to empower modern digital era marketplace partners.

Financial Services 馃嚭馃嚫 Everett 562 1997
12
Northwest Administrators, Incnwadmin.com

Employee benefit plan administration and benefit claim processing services for Taft-Hartley trusts and multiple employer health and retirement plans in the Western United States

Financial Services 馃嚭馃嚫 Seattle 514 1958
13
Numerica Credit Unionnumericacu.com

Providing comprehensive financial products and services including mortgages and business solutions to members across Washington and North Idaho.

Financial Services 馃嚭馃嚫 Spokane Valley 473 1937
14
Northwest Farm Credit Servicesagwestfc.com

Financial cooperative offering loans and services to farmers, ranchers, agribusinesses, fishermen, timber producers, and rural homeowners in Northwest states.

Financial Services 馃嚭馃嚫 Spokane 436 n/a
15
Moneytreemoneytreeinc.com

A family-owned financial services company offering short-term loans, check cashing services, and more online and in retail branches across multiple states and Canada

Financial Services 馃嚭馃嚫 Seattle 409 1983
16
Sound Credit Unionsoundcu.com

A trusted financial institution offering support to members and the community in Washington State, with a focus on customer service and employee satisfaction

Financial Services 馃嚭馃嚫 Tacoma 375 1940
17
Brighton Jonesbrightonjones.com

The company helps individuals align their wealth, passions, and purpose to pursue a fulfilling life by protecting and growing their wealth

Financial Services 馃嚭馃嚫 Seattle 368 1999
18
Riverside Paymentsriversidepayments.com

A leading Merchant Services Company offering top-tier customer experience, best prices, cutting-edge solutions, and unparalleled nationwide service in payment solutions

Financial Services 馃嚭馃嚫 Vancouver 322 2014
19
iQ Credit Unioniqcu.com

Financial institution offering intelligent banking services, access to 30,000+ ATMs nationwide, and non-deposit investment products through CUSO Financial Services Registered in OR and WA

Financial Services 馃嚭馃嚫 Vancouver 290 1940
20
Harborstone Credit Unionharborstone.com

A community credit union in Washington State offering a wide range of products and services with a personable atmosphere for members

Financial Services 馃嚭馃嚫 Lakewood 284 1955
21
Private Asset Management / Wealth Strategy Advisorsprivateasset.com

Independent investment boutique providing personalized solutions for experienced investors with $2 to $15 million in assets, focused on long-term wealth stewardship

Financial Services 馃嚭馃嚫 Kirkland 259 1996
22
Coldstreamcoldstream.com

Employee-owned wealth management firm guiding high net-worth clients since 1996 through financial complexity to achieve their lifestyle and financial goals

Financial Services 馃嚭馃嚫 Bellevue 257 1996
23
Gravity Paymentsgravitypayments.com

Merchant services and financial technology solutions supporting small business owners through credit card processing and advocacy for those pursuing the American dream.

Financial Services 馃嚭馃嚫 Seattle 230 2004
24
Bittrexjob-boards.greenhouse.io

A leader in the blockchain revolution since 2014, offering fast trade execution, secure digital wallets, and fostering innovation in the industry

Financial Services 馃嚭馃嚫 Seattle 209 2014
25
International finance cooperation

Global development institution focused on private sector in developing countries, providing customized solutions through financial resources, technical expertise, and partnerships to overcome challenges

Financial Services 馃嚭馃嚫 194 1956
26
Cobalt Mortgagecaliberhomeloansinc.com

A responsible lending company dedicated to education and community, offering a variety of loan products to help clients achieve long-term financial goals

Financial Services 馃嚭馃嚫 Kirkland 184 2001
27
Financial Pacific Leasingfinpac.com

A provider of small-ticket commercial equipment leases nationwide, partnering with third party originators to offer financing solutions for businesses

Financial Services 馃嚭馃嚫 Federal Way 173 1975
28
Laird Norton Wetherbylnwadvisors.com

A wealth management firm serving families and individuals with expertise in wealth planning, investments, and trust services, offering unbiased guidance

Financial Services 馃嚭馃嚫 Seattle 171 1967
29
Tangotangocard.com

The company makes sending and receiving gift cards easy and enjoyable, helping businesses enhance their reward and incentive programs for customers and employees

Financial Services 馃嚭馃嚫 Seattle 160 2009
30
Washington State Department of Retirement Systemsdrs.wa.gov

The Department of Retirement Systems provides retirement benefits to public service members through information, tools, services, and training opportunities in a dynamic environment

Financial Services 馃嚭馃嚫 Tumwater 158 n/a
31
MRC | Merchant Risk Councilmerchantriskcouncil.org

Non-profit association for eCommerce payments and fraud prevention professionals. Provides education, collaboration, and networking through reports, conferences, and virtual events.

Financial Services 馃嚭馃嚫 Redmond 155 2000
32
America's Credit Unionyouracu.org

A financial cooperative serving the Joint Base Lewis-McChord Military Installation, governed by Military Retirees and DOD employees, offering higher deposit rates and lower lending rates

Financial Services 馃嚭馃嚫 Dupont 152 1954
33
NWPSnwpsbenefits.com

The company offers comprehensive retirement plan services and support for employers to help their employees prepare for retirement effectively

Financial Services 馃嚭馃嚫 Seattle 149 1994
34
Madronamadrona.com

Investment partner focusing on seed, early, and acceleration stages for startups in AI, machine learning, biotech, marketplaces, and technology sectors.

Financial Services 馃嚭馃嚫 Seattle 130 1995
35
Rockefeller & Co

An independent firm specializing in global investing and wealth management services, with a unique and experienced approach

Financial Services 馃嚭馃嚫 Washington 68 n/a
36
HFG Trusthfgtrust.com

Local bank providing comprehensive lending, business, consumer, investment, and trust services Emphasizes personalized service and community involvement

Financial Services 馃嚭馃嚫 Kennewick 65 1983
37
Randall + Hurley, Inc.randall-hurley.com

A leading provider of unbundled retirement plan services, offering design, administration, consulting, and reporting for various plan types

Financial Services 馃嚭馃嚫 Liberty Lake 52 1995
38
Canopy Credit Unioncanopycu.com

This company prioritizes financial wellness, personalized service, and community growth by providing loans, investments, credit lines, and technology-driven solutions

Financial Services 馃嚭馃嚫 Spokane 48 1956
39
Spectrum Pension Consultantsspconsultants.com

A Washington-based corporation provides fintech solutions for retirement planning, serving over 800 organizations and $2+ billion in plan assets

Financial Services 馃嚭馃嚫 Tacoma 44 1978
40
True Financejointrue.com

Revolutionizing the finance industry by offering innovative solutions and services to bring about positive change

Financial Services 馃嚭馃嚫 Vancouver 37 2023
41
Merriman Wealth Management, LLCfocuspartners.com

A fee-only investment advisory firm offering comprehensive wealth management services, focusing on smart investing, goal achievement, and client success

Financial Services 馃嚭馃嚫 Seattle 25 1983
42
Madrona Financial & CPAsmadronafinancial.com

Financial services company providing comprehensive solutions through global asset allocation, investment management, tax strategies, retirement planning, and legacy planning with a focus on client service

Financial Services 馃嚭馃嚫 Everett 23 1999
43
ClaraPHI Advisory Network, LLCclaraphi.com

A registered investment adviser specialized in responsible asset management for individuals, institutions, and financial services professionals, offering world-class tools and resources

Financial Services 馃嚭馃嚫 Seattle 22 n/a
44
Pacific Current Grouppaccurrent.com

A global asset management group supporting exceptional investment managers through capital, strategic business development, and consultant/client relationships for growth

Financial Services 馃嚭馃嚫 Tacoma 19 2007
45
The Rainier Groupcoldstreamcapitalpartners.com

A leading business advisory and investment banking firm specializing in M&A, family business transitions, strategic growth consulting, and corporate governance for privately held companies

Financial Services 馃嚭馃嚫 Bellevue 16 1988
46
Kelley Insurance Agency & Financial Services, Inc.kelleyinsure.com

An independent insurance agency and financial services provider offering coverage in multiple states, including international clients with property in the US 24/7 claims service

Financial Services 馃嚭馃嚫 Everson 16 1946
47
CAP Northwestcapnorthwest.com

Independent financial planning firm dedicated to finding optimal financial solutions for clients and helping them achieve successful retirement through strategic implementation

Financial Services 馃嚭馃嚫 Spokane 15 2004
48
SNW Asset Managementsnwam.com

An independent investment adviser specializing in US dollar-denominated fixed-income management with over $25 billion in assets under management Serving various clients

Financial Services 馃嚭馃嚫 Seattle 10 2002
49
The Annuity & Life Source, Inc.theannuitysourceinc.com

A leader in financial services, providing retirement planning solutions and support to advisors with curated content, customized campaigns, and top-rated products

Financial Services 馃嚭馃嚫 Bellevue 9 1991
50
Illumine Investment Management, LLCillumineinvest.com

Specialized asset manager team near Seattle focusing on fee based separately managed accounts with a disciplined approach on earnings revisions and strong balance sheets

Financial Services 馃嚭馃嚫 Poulsbo 5 2016

Turn this list into pipeline

Tamtam finds the decision-makers at every company on a list like this one, with verified emails, phone numbers and the buying signals that tell you when to reach out.

Build your own list, free

How this list is built

Every company on this list has a Tamtam company profile. The industry is the one the company gives on LinkedIn; categories such as SaaS or fintech are classified by Tamtam's AI from the company's website and LinkedIn page; and the headquarters city must match the company's own address. Companies are ranked by the number of employees on LinkedIn, and the list is refreshed every night. Classifications can be wrong, so treat the list as a starting point rather than an official ranking. Last updated Oct 24, 2026.

More company lists in Washington State

The same list elsewhere in United States