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These are the Top Personal Finance Companies in Wisconsin (2021)

This article showcases our top picks for the best Wisconsin based Personal Finance companies. These startups and companies are taking a variety of approaches to innovating the Personal Finance industry, but are all exceptional companies well worth a follow.

We tried to pick companies across the size spectrum from cutting edge startups to established brands.

We selected these startups and companies for exceptional performance in one of these categories:

  • Innovation
    • Innovative ideas
    • Innovative route to market
    • Innovative product
  • Growth
    • Exceptional growth
    • Exceptional growth strategy
  • Management
  • Societal impact

Top Wisconsin Personal Finance Companies

Data sourced from Crunchbase and SemRush.

American Family Insurance

American Family Insurance

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American Family Insurance has built its reputation on sound principles. We strive to provide you industry-leading service, exceptional claims experience and products that build long-term relationships.

This is accomplished by treating policyholders fairly in a helpful and caring way and making it easy and convenient to work with us. We know our customers like family.

American Family Insurance thrives by conducting its business in accordance with the highest ethical standards and the law at all times. Integrity is part of our culture and always has been.

The reputation we enjoy and trust-based relationships we have built with our customers are determined by the example set by management and the character and good judgment exercised at all levels of our organization. It’s a way of doing business that our customers have come to expect from us and a standard that we continue to live up to..

CountAbout

CountAbout

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CountAbout designs and develops online personal financial management solution. Its suite enables banking, credit card, and financial transaction management services.

Joseph Carpenter and Alex Wong founded CountAbout in 2012. Its headquarters is in Madison in Wisconsin..

Kowal Investment Group

Kowal Investment Group

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Kowal Investment Group is a financial services company working closely with retired individuals or those nearing retirement . The company provides onservative and sensitive approach to investment management.

The firm has experienced staff and excellent customer service, earning Jeff Kowal, ChFC, CLU, AEP – President, his son Aaron Kowal, CFP® – Managing Director and their team, a respectable reputation in the greater Milwaukee and Phoenix areas. Jeff Kowal and Aaron Kowal are Registered Representatives with Raymond James..

Summit Credit Union

Summit Credit Union

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Summit Credit Union is a credit union that provides banking services to members.

Lendgreen

Lendgreen

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Lendgreen offers an easy way for people to apply online and get up to $1000 in their bank account by tomorrow, considering the company’s terms and conditions. The company strives to accommodate all of their customer’s personal loan needs using a process that is both quick and convenient.

Lendgreen offers competitive rates on any loan customers receive from the company. A customer’s personal loan rates will depend on the pay period terms set when the loan is finalized.

Customers need to fill out an application online, done in a matter of minutes. Next, they will receive a notice letting them know if they are approved and for what amount.

Lendgreen’s form is 100% secure and eliminates the need to visit a payday loan store or fax any documents. The staff takes customer privacy seriously, so they can be confident that all information disclosed on the form is 100% secure.

A live customer representative will contact the applicant after he or she has been approved and will help the customer complete the loan process. To expedite the process, the customer needs to sign the agreement that will be sent to them with an e-signature and then call customer care to finalize the loan.

After the loan has been processed, the customers should receive their personal loan within just 24 hours or on the next business day. Lendgreen deposits the cash from the loan directly into the customer’s designated bank account.

Port Washington State Bank

Port Washington State Bank

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Port Washington State Bank provides loans, investments, mortgages, credit cards, insurance and other financial services.

You may write to us at: Daily Finance Media/Fupping Ltd, First Floor, 61-63 Rochester Pl, London NW1 9JU.

Written by Tenner Smith

Tenner Smith - I have experience in financial intelligence and automated intelligence. In industry I have worked on artificial intelligence and machine learning. Tenner Smith is a reporter at DF media.

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