# Financial services firms headquartered in Rhode Island

Tamtam tracks 26 financial services firms headquartered in Rhode Island. This list ranks all of them by number of employees on LinkedIn, led by CVS Health, Citizens and Amica Insurance. Their median headcount is 290. Half of them were founded in 1948 or later. The most common headquarters are Providence (12), Middletown (2) and Newport (2).

This selection of financial services firms in Rhode Island includes large corporations and established mid-sized companies. CVS Health, for example, provides accessible health care services. Citizens offers financial services with a customer-centric approach. Amica Insurance is a mutual insurance company providing auto, home, and life insurance. AAA Northeast offers roadside assistance, insurance, and travel services. Blue Cross & Blue Shield of Rhode Island focuses on affordable health insurance, and Embrace Home Loans is a full-service mortgage lender.

The headquarters locations show a concentration in Providence, with many of these companies based in the state capital. The companies represent a mix of financial sectors, including banking, insurance, and investment services, alongside broader healthcare services. Many of these firms have long operating histories, with some founded in the early 20th century.

🇺🇸 Rhode Island · 26 companies · Updated Nov 12, 2026

| # | Company | Industry | Headquarters | Employees | Founded |
|---|---|---|---|---|---|
| 1 | [CVS Health](https://www.tamtam.ai/c/cvs-health) (cvshealth.com)<br>Providing accessible health care services, managing chronic diseases, supporting medication compliance, and improving community health through local and digital channels. | Hospitals and Health Care | 🇺🇸 Woonsocket | 139,212 | 1963 |
| 2 | [Citizens](https://www.tamtam.ai/c/citizens) (citizensbankonline.com)<br>Providing financial services and solutions with a customer-centric approach, supporting clients, colleagues, and communities on their unique journeys. | Banking | 🇺🇸 Providence | 23,171 |  |
| 3 | [Amica Insurance](https://www.tamtam.ai/c/amica-insurance) (amica.com)<br>A mutual insurance company offering auto, home, life, marine, and umbrella insurance, as well as annuities with a focus on customer service and employee support | Insurance | 🇺🇸 Lincoln | 3,365 | 1907 |
| 4 | [AAA Northeast](https://www.tamtam.ai/c/aaa-northeast) (acg.aaa.com)<br>A trusted provider of legendary services including roadside assistance, insurance, travel, loans, discounts, and driver training programs, dedicated to traffic safety advocacy | Consumer Services | 🇺🇸 Providence | 2,087 | 1900 |
| 5 | [Blue Cross & Blue Shield of Rhode Island](https://www.tamtam.ai/c/blue-cross-and-blue-shield-of-rhode-island) (bcbsri.com)<br>Provide affordable, high-quality health insurance with focus on innovation, behavioral health, and community well-being across Rhode Island. | Insurance | 🇺🇸 Providence | 1,004 | 1939 |
| 6 | [Neighborhood Health Plan of Rhode Island](https://www.tamtam.ai/c/neighborhood-health-plan-of-rhode-island) (nhpri.org)<br>Mission-driven organization partnering with community health centers to secure access to high quality, cost-effective health care for individuals, families, and small businesses | Insurance | 🇺🇸 Smithfield | 576 | 1993 |
| 7 | [Embrace Home Loans](https://www.tamtam.ai/c/embrace-home-loans) (embracehomeloans.com)<br>A full-service mortgage lender providing exceptional experiences since 1983, supporting employees, donating to charity, and encouraging personal and professional growth | Financial Services | 🇺🇸 Middletown | 570 | 1983 |
| 8 | [Citizens Capital Markets and Advisory](https://www.tamtam.ai/c/citizens-capital-markets-and-advisory) (citizensbank.com)<br>Providing investment banking, research, sales, and trading activities nationwide through sector intelligence and a comprehensive product suite for diverse institutional clients. | Investment Banking | 🇺🇸 Providence | 553 |  |
| 9 | [Citizens Private Bank](https://www.tamtam.ai/c/citizens-private-bank) (citizensbank.com)<br>A division of a large financial institution offering personalized banking and wealth management solutions to help clients preserve and grow wealth for generations | Financial Services | 🇺🇸 Providence | 451 |  |
| 10 | [Navigant Credit Union](https://www.tamtam.ai/c/navigant-credit-union) (navigantcu.org)<br>A community-focused credit union in Rhode Island, improving financial well-being since 1915, with over $3 billion in assets and recognized as a top workplace | Banking | 🇺🇸 Smithfield | 331 | 1915 |
| 11 | [BankNewport](https://www.tamtam.ai/c/banknewport) (banknewport.com)<br>Established in 1819, this mutual savings bank based in Rhode Island offers personal and business banking products with $26 Billion in assets | Banking | 🇺🇸 Middletown | 325 | 1819 |
| 12 | [Citizens Commercial Banking](https://www.tamtam.ai/c/citizens-commercial-banking) (citizensbank.com)<br>Commercial banking division of a financial institution offering wholesale banking products and services for corporations, institutions, and not-for-profit clients to reach their potential | Financial Services | 🇺🇸 Providence | 320 |  |
| 13 | [Citizens JMP](https://www.tamtam.ai/c/citizens-jmp) (citizensbank.com)<br>A top middle-market investment bank specializing in technology, healthcare, financial services, and real estate Acquired by Citizens Financial Group in 2021 | Financial Services | 🇺🇸 Providence | 290 |  |
| 14 | [Starkweather & Shepley Insurance Brokerage Inc.](https://www.tamtam.ai/c/starkweather-and-shepley-insurance-brokerage-inc) (starshep.com)<br>A provider of risk management solutions, offering expertise in analyzing operational, financial, and strategic risks to help clients reduce costs and protect their bottom line | Insurance | 🇺🇸 East Providence | 280 | 1879 |
| 15 | [RIHousing](https://www.tamtam.ai/c/rihousing) (rihousing.com)<br>Company providing loans, grants, education, and assistance to help Rhode Islanders find, rent, buy, build, and maintain affordable and suitable homes | Financial Services | 🇺🇸 Providence | 240 | 1973 |
| 16 | [Citizens Private Wealth](https://www.tamtam.ai/c/citizens-private-wealth) (citizensbank.com)<br>A division of a major financial institution offering wealth management services to wealthy individuals and families, including securities, insurance, and investment advisory services | Financial Services | 🇺🇸 Providence | 224 | 1828 |
| 17 | [Monmouthshire Building Society](https://www.tamtam.ai/c/monmouthshire-building-society) (monbs.com)<br>A leading financial institution in Wales offering a range of mortgage, savings, and insurance products with a focus on friendly service and financial security | Financial Services | 🇺🇸 Newport | 214 | 1869 |
| 18 | [Hilb Group New England](https://www.tamtam.ai/c/hilb-group-new-england) (hilbgroupne.com)<br>A leading provider of risk management, insurance, and employee benefit consulting services to middle market companies and individuals in the US | Insurance | 🇺🇸 Cranston | 165 | 1946 |
| 19 | [Westerly Community Credit Union](https://www.tamtam.ai/c/westerly-community-credit-union) (westerlyccu.com)<br>A financial institution with over 22,000 members offering deposit & lending products, online services, financial education, and community involvement initiatives | Banking | 🇺🇸 Westerly | 66 | 1948 |
| 20 | [Hexa Finance](https://www.tamtam.ai/c/hexa-finance) (hexafinance.co.uk)<br>Dynamic financial services and consultancy business, specializing in smarter lending solutions for businesses and equipment suppliers, offering outsourced and advisory products Connect on social media | Financial Services | 🇺🇸 Newport | 26 | 2020 |
| 21 | [Euclid Financial Services LLC](https://www.tamtam.ai/c/euclid-financial-services-llc) (euclidfs.com)<br>Financial services firm specializing in retirement, estate, business, and personal planning Offers comprehensive financial advice, education, and access to various investment options | Financial Services | 🇺🇸 East Providence | 21 |  |
| 22 | [Parsons Capital Management, Inc.](https://www.tamtam.ai/c/parsons-capital-management-inc) (parsonscapital.com)<br>A well-established firm offering personalized investment advisory services with a focus on in-depth research, experience, integrity, and individualized attention for clients | Investment Management | 🇺🇸 Providence | 18 | 1993 |
| 23 | [Ivy Wealth Advisors](https://www.tamtam.ai/c/ivy-wealth-advisors) (ivywealth.net)<br>Comprehensive financial services provider offering tailored strategies for personal and business financial well-being, retirement planning, investment services, and asset management | Financial Services | 🇺🇸 West Warwick | 14 | 2006 |
| 24 | [StrategicPoint Investment Advisors](https://www.tamtam.ai/c/strategicpoint-investment-advisors) (strategicpoint.com)<br>Independent wealth manager specializing in financial planning and investments | Investment Management | 🇺🇸 Providence | 12 | 1989 |
| 25 | [Barrett & Company, Inc.](https://www.tamtam.ai/c/barrett-and-company-inc) (barrettandcompany.com)<br>A long-standing investment firm providing personalized financial advice, strategic portfolio management, and a wide range of financial products for client success | Financial Services | 🇺🇸 Providence | 8 | 1928 |
| 26 | [Universal Healthcare / Wealth Management, LLC](https://www.tamtam.ai/c/universal-healthcare-wealth-management-llc) (universalwm.com)<br>Independent financial services firm offering investment management, insurance services, and sound financial advice to help clients achieve long-term financial goals without corporate pressure | Financial Services | 🇺🇸 Cranston | 7 | 2007 |

## 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 Nov 12, 2026.

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## The same list elsewhere in United States

- [Financial services firms in the United States](https://www.tamtam.ai/l/financial-services-firms-united-states) (6,864)
- [Financial services firms in New York State](https://www.tamtam.ai/l/financial-services-firms-new-york-state) (1,272)
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- [Financial services firms in Pennsylvania](https://www.tamtam.ai/l/financial-services-firms-pennsylvania) (264)
- [Financial services firms in Massachusetts](https://www.tamtam.ai/l/financial-services-firms-massachusetts) (235)
- [Financial services firms in Alabama](https://www.tamtam.ai/l/financial-services-firms-alabama) (209)
- [Financial services firms in New Jersey](https://www.tamtam.ai/l/financial-services-firms-new-jersey) (185)
- [Financial services firms in Connecticut](https://www.tamtam.ai/l/financial-services-firms-connecticut) (172)
- [Financial services firms in Georgia](https://www.tamtam.ai/l/financial-services-firms-georgia) (162)
- [Financial services firms in Ohio](https://www.tamtam.ai/l/financial-services-firms-ohio) (162)
- [Financial services firms in Michigan](https://www.tamtam.ai/l/financial-services-firms-michigan) (154)
- [Financial services firms in North Carolina](https://www.tamtam.ai/l/financial-services-firms-north-carolina) (143)
- [Financial services firms in Minnesota](https://www.tamtam.ai/l/financial-services-firms-minnesota) (130)
- [Financial services firms in Wisconsin](https://www.tamtam.ai/l/financial-services-firms-wisconsin) (119)
- [Financial services firms in Missouri](https://www.tamtam.ai/l/financial-services-firms-missouri) (116)
- [Financial services firms in Virginia](https://www.tamtam.ai/l/financial-services-firms-virginia) (116)
- [Financial services firms in New York](https://www.tamtam.ai/l/financial-services-firms-new-york) (995)
- [Financial services firms in Chicago](https://www.tamtam.ai/l/financial-services-firms-chicago) (212)
- [Financial services firms in Boston](https://www.tamtam.ai/l/financial-services-firms-boston) (127)
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- [Financial services firms in San Francisco](https://www.tamtam.ai/l/financial-services-firms-san-francisco) (109)

## The same list elsewhere

- [Financial services firms in the world](https://www.tamtam.ai/l/financial-services-firms-in-the-world) (26,817)
- [Financial services firms in North America](https://www.tamtam.ai/l/financial-services-firms-in-north-america) (7,764)

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Source: https://www.tamtam.ai/l/financial-services-firms-rhode-island