- [Home](/) › - [FormDPulse](/formdpulse) › - [Hubs](/hub/formdpulse) › - Financial Services # Newly funded Financial Services companies (SEC Form D) **62 newly funded Financial Services companies (SEC Form D) are listed from SEC EDGAR Form D, dated 2026-10-23 to 2026-11-03, totaling $9,601,644,402 in capital raised; the most frequent is Financial Services with 62. Data last updated 2026-11-04; each record links to its official source and a full report.** Data as of 2026-11-04 · Compiled by Zalwin from SEC EDGAR Form D Copy citation Download all 62 newly funded Financial Services companies (SEC Form D) (CSV) — $4.99 → Includes: Company, Sector, State, Raised, Filed, official source URL and score · Card, Apple Pay, Google Pay or Link via Stripe [Free sample: 10 records (CSV)](/v1/formdpulse/filings.csv?sector=Financial%20Services) 62 records from SEC EDGAR Form D, dated 2026-10-23 to 2026-11-03, $9,601,644,402 in total capital raised. Most frequent: Financial Services (62). Each record links to a full report and the official source. Last updated 2026-11-04. Source: SEC EDGAR Form D. **Search, filter and export FormDPulse records** [Run instant live search with these filters](/formdpulse?sector=Financial%20Services&channel=pseo#vt-out) [Download free 10-row sample CSV](/v1/formdpulse/filings.csv?sector=Financial%20Services) Unlock the full CSV for these filters — $4.99 → ✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days ## Get new FormDPulse records by email (free, weekly) We email one confirmation link now; the weekly digest starts only after you confirm. One-click unsubscribe in every email. Double opt-in: nothing is sent until you click the confirmation link. One-click unsubscribe. [See this week's digest](/digest/formdpulse) Records 62 Total capital raised $9,601,644,402 Most frequent - Financial Services (62) ## How do I get new newly funded Financial Services companies (SEC Form D) by email? Search, filter and export these records, or get alerts when new ones appear. [Search and filter](/formdpulse?sector=Financial%20Services) [Watch this exact filter](/formdpulse?sector=Financial%20Services#more-ways) [See alert plans](/formdpulse#pricing) ## What are the top newly funded Financial Services companies (SEC Form D) right now? | Company | Sector | State | Raised | Filed | |---|---|---|---|---| | CORGI INSURANCE SERVICES, INC. | Financial Services | CA | $29,999,558 | 2026-10-30 | | Panacea Financial Holdings, Inc. | Financial Services | AR | $7,999,975 | 2026-11-02 | | CoCatalyst Capital Holdings LLC | Financial Services | CA | $7,500,000 | 2026-10-28 | | Bottleneck Specialty Finance LLC | Financial Services | IL | $5,991,666 | 2026-11-03 | | Global Atlantic Insurance Opportunities Vehicle (General) LLC | Financial Services | NY | $2,000,000,000 | 2026-10-23 | | Global Atlantic Insurance Opportunities TopCo LLC | Financial Services | NY | $2,000,000,000 | 2026-10-23 | | TONGYI LTD | Financial Services | KY | $100,000,000 | 2026-11-03 | | FXPLM MARKETS LTD | Financial Services | KY | $100,000,000 | 2026-10-30 | | Kerui Capital Ltd. | Financial Services | CO | $100,000,000 | 2026-10-28 | | Supervest Investments, LLC, Series D | Financial Services | NY | $28,296,484 | 2026-11-02 | | First United Bancorp, Inc. | Financial Services | KY | $15,000,000 | 2026-11-03 | | Forge Equity Partners, LLC | Financial Services | IN | $10,643,782 | 2026-10-29 | | HIG Holdings, LLC | Financial Services | TX | $8,500,000 | 2026-11-02 | | PFDSelect Medical Receivables 1020, LLC | Financial Services | NV | $18,422,717 | 2026-10-29 | | Supervest Investments, LLC, Series A | Financial Services | NY | $13,276,587 | 2026-11-02 | | Unified Michigan Fund II LLC | Included in the full CSV with every column 🔒 Unlock all 62 records → | | Fund at Hula SP, LP | Included in the full CSV with every column 🔒 Unlock all 62 records → | | cultivate-Nanochon Sidecar II, LLC | Included in the full CSV with every column 🔒 Unlock all 62 records → | Browse 35 more matching record reports - [Unified Michigan Fund II LLC](/report/formdpulse/unified-michigan-fund-ii-llc-oh) - [Fund at Hula SP, LP](/report/formdpulse/fund-at-hula-sp-lp-vt) - [cultivate-Nanochon Sidecar II, LLC](/report/formdpulse/cultivate-nanochon-sidecar-ii-llc-mi) - [Brix Investment Holdings, LLC](/report/formdpulse/brix-investment-holdings-llc-ny) - [ASSOCIATED DIGITAL CAPITAL GROUP Ltd](/report/formdpulse/associated-digital-capital-group-ltd-ky) - [Optus Financial Corp](/report/formdpulse/optus-financial-corp-sc) - [PRUDENTIAL INSURANCE CO OF AMERICA](/report/formdpulse/prudential-insurance-co-of-america-nj-000004) - [PRUDENTIAL INSURANCE CO OF AMERICA](/report/formdpulse/prudential-insurance-co-of-america-nj-000005) - [NHIT: Long Duration Corporate Bond Trust](/report/formdpulse/nhit-long-duration-corporate-bond-trust-ma) - [PRUDENTIAL INSURANCE CO OF AMERICA](/report/formdpulse/prudential-insurance-co-of-america-nj) - [MERIDIAN PRIORITY, LLC](/report/formdpulse/meridian-priority-llc-tn) - [CSRA BANK CORP](/report/formdpulse/csra-bank-corp-ga) - [Water & Power Community Credit Union](/report/formdpulse/water-power-community-credit-union-ca) - [PFDSELECT MEDICAL RECEIVABLES 1019, LLC](/report/formdpulse/pfdselect-medical-receivables-1019-llc-nv) - [Old Glory Holding Co](/report/formdpulse/old-glory-holding-co-ok) - [IPV-All Pro Debt Fund I, LLC](/report/formdpulse/ipv-all-pro-debt-fund-i-llc-co) - [Tier1 Alpha Asset Management, LLC](/report/formdpulse/tier1-alpha-asset-management-llc-oh) - [Green Tiger Software Inc.](/report/formdpulse/green-tiger-software-inc-tx) - [Delta4 Capital Master SPV LLC](/report/formdpulse/delta4-capital-master-spv-llc-de) - [Macath Solutions LLC](/report/formdpulse/macath-solutions-llc-ny) - [Blossom Social Inc.](/report/formdpulse/blossom-social-inc-a6) - [REI Capital Guys Fund LLC](/report/formdpulse/rei-capital-guys-fund-llc-nv) - [PFDSELECT MEDICAL RECEIVABLES 1021, LLC](/report/formdpulse/pfdselect-medical-receivables-1021-llc-nv) - [ARKIE FAI LLC](/report/formdpulse/arkie-fai-llc-ca) - [Investcorp Employee Co-Investment Program Incentive Limited Partnership](/report/formdpulse/investcorp-employee-co-investment-program-incentive-limited-partnershi) - [NEXROC SVCV, Inc.](/report/formdpulse/nexroc-svcv-inc-ny) - [New Enterprise Advisory Inc.](/report/formdpulse/new-enterprise-advisory-inc-co) - [Bellwether Topco, L.P.](/report/formdpulse/bellwether-topco-l-p-ny) - [SONAX Global Foundation](/report/formdpulse/sonax-global-foundation-co) - [Future Health Holdings LLC](/report/formdpulse/future-health-holdings-llc-tx) - [Nationwide Private Placement Variable Account PPLI - A](/report/formdpulse/nationwide-private-placement-variable-account-ppli-a-oh) - [Green Guys Holdings, LLC](/report/formdpulse/green-guys-holdings-llc-nc) - [JONES FINANCIAL COMPANIES LLLP](/report/formdpulse/jones-financial-companies-lllp-mo) - [Green Tiger Software Inc.](/report/formdpulse/green-tiger-software-inc-tx-000002) - [Energea Portfolio 5 LATAM LP](/report/formdpulse/energea-portfolio-5-latam-lp-ct) More records in this hub: [page 2](/hub/formdpulse/sector/financial-services/page/2) [Browse all FormDPulse record reports](/hub/formdpulse/records) ## Which related categories and locations should I check? ### Browse by state [California (89)](/hub/formdpulse/state/ca) [Texas (71)](/hub/formdpulse/state/tx) [New York (65)](/hub/formdpulse/state/ny) [Florida (37)](/hub/formdpulse/state/fl) [Illinois (28)](/hub/formdpulse/state/il) [Georgia (25)](/hub/formdpulse/state/ga) [Massachusetts (21)](/hub/formdpulse/state/ma) [Colorado (18)](/hub/formdpulse/state/co) [Arizona (17)](/hub/formdpulse/state/az) [Nevada (17)](/hub/formdpulse/state/nv) [Washington (15)](/hub/formdpulse/state/wa) [Maryland (14)](/hub/formdpulse/state/md) [Ohio (14)](/hub/formdpulse/state/oh) [Virginia (14)](/hub/formdpulse/state/va) [Delaware (13)](/hub/formdpulse/state/de) [Tennessee (12)](/hub/formdpulse/state/tn) [Minnesota (10)](/hub/formdpulse/state/mn) [North Carolina (10)](/hub/formdpulse/state/nc) [Pennsylvania (10)](/hub/formdpulse/state/pa) [Connecticut (8)](/hub/formdpulse/state/ct) [Kentucky (8)](/hub/formdpulse/state/ky) [Michigan (8)](/hub/formdpulse/state/mi) [Vermont (8)](/hub/formdpulse/state/vt) [New Jersey (7)](/hub/formdpulse/state/nj) [Oregon (7)](/hub/formdpulse/state/or) [Utah (7)](/hub/formdpulse/state/ut) [Arkansas (6)](/hub/formdpulse/state/ar) [North Dakota (6)](/hub/formdpulse/state/nd) [Iowa (5)](/hub/formdpulse/state/ia) [Missouri (5)](/hub/formdpulse/state/mo) [Oklahoma (5)](/hub/formdpulse/state/ok) [Wyoming (5)](/hub/formdpulse/state/wy) [District of Columbia (4)](/hub/formdpulse/state/dc) [Idaho (4)](/hub/formdpulse/state/id) [Indiana (4)](/hub/formdpulse/state/in) [Louisiana (4)](/hub/formdpulse/state/la) [South Carolina (3)](/hub/formdpulse/state/sc) ### Browse by sector [Real Estate & Construction (188)](/hub/formdpulse/sector/real-estate-construction) [Technology & SaaS (141)](/hub/formdpulse/sector/technology-saas) [Other (124)](/hub/formdpulse/sector/other) [Healthcare & Life Sciences (49)](/hub/formdpulse/sector/healthcare-life-sciences) [Business Services (28)](/hub/formdpulse/sector/business-services) [Energy (21)](/hub/formdpulse/sector/energy) [Manufacturing & Industrial (10)](/hub/formdpulse/sector/manufacturing-industrial) [Agriculture & Food (10)](/hub/formdpulse/sector/agriculture-food) [Consumer & Retail (9)](/hub/formdpulse/sector/consumer-retail) [Travel & Hospitality (3)](/hub/formdpulse/sector/travel-hospitality) ### Browse by sector by state [Newly funded Real Estate & Construction companies in Texas (31)](/hub/formdpulse/state_sector/tx--real-estate-construction) [Newly funded Real Estate & Construction companies in California (29)](/hub/formdpulse/state_sector/ca--real-estate-construction) [Newly funded Technology & SaaS companies in California (27)](/hub/formdpulse/state_sector/ca--technology-saas) [Newly funded Other companies in New York (17)](/hub/formdpulse/state_sector/ny--other) [Newly funded Technology & SaaS companies in New York (16)](/hub/formdpulse/state_sector/ny--technology-saas) [Newly funded Other companies in California (15)](/hub/formdpulse/state_sector/ca--other) [Newly funded Real Estate & Construction companies in New York (14)](/hub/formdpulse/state_sector/ny--real-estate-construction) [Newly funded Financial Services companies in New York (12)](/hub/formdpulse/state_sector/ny--financial-services) [Newly funded Real Estate & Construction companies in Florida (12)](/hub/formdpulse/state_sector/fl--real-estate-construction) [Newly funded Real Estate & Construction companies in Georgia (11)](/hub/formdpulse/state_sector/ga--real-estate-construction) [Newly funded Technology & SaaS companies in Texas (11)](/hub/formdpulse/state_sector/tx--technology-saas) [Newly funded Real Estate & Construction companies in Maryland (11)](/hub/formdpulse/state_sector/md--real-estate-construction) [Newly funded Real Estate & Construction companies in Arizona (9)](/hub/formdpulse/state_sector/az--real-estate-construction) [Newly funded Energy companies in Texas (9)](/hub/formdpulse/state_sector/tx--energy) [Newly funded Business Services companies in Georgia (9)](/hub/formdpulse/state_sector/ga--business-services) [Newly funded Real Estate & Construction companies in Illinois (8)](/hub/formdpulse/state_sector/il--real-estate-construction) [Newly funded Technology & SaaS companies in Illinois (7)](/hub/formdpulse/state_sector/il--technology-saas) [Newly funded Other companies in Illinois (7)](/hub/formdpulse/state_sector/il--other) [Newly funded Other companies in Florida (7)](/hub/formdpulse/state_sector/fl--other) [Newly funded Other companies in Vermont (7)](/hub/formdpulse/state_sector/vt--other) [Newly funded Technology & SaaS companies in Washington (6)](/hub/formdpulse/state_sector/wa--technology-saas) [Newly funded Technology & SaaS companies in Florida (6)](/hub/formdpulse/state_sector/fl--technology-saas) [Newly funded Healthcare & Life Sciences companies in Massachusetts (6)](/hub/formdpulse/state_sector/ma--healthcare-life-sciences) [Newly funded Other companies in Massachusetts (5)](/hub/formdpulse/state_sector/ma--other) [Newly funded Technology & SaaS companies in Colorado (5)](/hub/formdpulse/state_sector/co--technology-saas) [Newly funded Technology & SaaS companies in Virginia (5)](/hub/formdpulse/state_sector/va--technology-saas) [Newly funded Technology & SaaS companies in Massachusetts (5)](/hub/formdpulse/state_sector/ma--technology-saas) [Newly funded Other companies in Virginia (5)](/hub/formdpulse/state_sector/va--other) [Newly funded Other companies in Texas (5)](/hub/formdpulse/state_sector/tx--other) [Newly funded Other companies in Tennessee (5)](/hub/formdpulse/state_sector/tn--other) [Newly funded Other companies in Washington (5)](/hub/formdpulse/state_sector/wa--other) [Newly funded Technology & SaaS companies in Delaware (5)](/hub/formdpulse/state_sector/de--technology-saas) [Newly funded Financial Services companies in Connecticut (5)](/hub/formdpulse/state_sector/ct--financial-services) ## Frequently asked questions ### How many newly funded Financial Services companies (SEC Form D) are listed? 62 records from SEC EDGAR Form D, last refreshed automatically. The most recent is dated 2026-11-03. ### What is the total capital raised? $9,601,644,402 across the 62 records listed. ### Can I get alerts for Financial Services? Yes. FormDPulse can email you new records matching this filter; plans are listed on the FormDPulse page. Source: SEC EDGAR Form D. Informational only. [RSS feed of new records](/feed/formdpulse.xml) ## Often used together - [GrantPulse](/v/grantpulse) - [SbaLoanPulse](/v/sbaloanpulse) - [FDA Medical Device Establishment Registration + Commercial Electrical & Grid Interconnect Multi-Signal Trigger](/v/devregelecsolxtrigger) - [WooSpeedAudit](/woospeedaudit) - [SecurityIntegratorNdaaAudit](/securityintegratorndaaaudit) - [StatusSLACreditKit](/statusslacreditkit) Or get the [Advisor Prospecting Bundle](/formdpulse#more-ways) for $14.99 one-time: Full CSV unlock of newly funded companies plus a grant readiness pack.