Top Indianapolis, IN Financial Services Startups (17)

The Indiana Public Retirement System (INPRS) is among the largest 100 pension systems in the United States. INPRS serves the needs of 517,149 working members and retirees representing more than 1,303 employers including public universities, school corporations, public safety, municipalities, and state agencies. Our Vision: Engaged members able to realize their retirement dreams. Our Mission: As fiduciaries, educate stakeholders, collect necessary...

Oak Street Funding (oakstreetfunding.com) is an expert in financing for insurance businesses, investment advisors, and certified public accountants (CPAs). Our passion, client and employee-focused mindset as well as access to capital will continue to drive our commitment to fulfill client needs while also providing an empowering work environment for our employees. Our services include: - Business acquisition loans - Succession loans - Partner buy-in loans - Working capital loan - Business debt...

LDI, Ltd. is a family office with more than a century of experience funding and operating customer-focused, middle-market companies. We are not a private equity firm; we employ a build and hold strategy to create long-term value. We have a history of using add-on acquisitions to expand geographic presence and product lines. We seek companies that have demonstrated profitability and growth...

G2 Capital Advisors is an integrated multi-product, sector-focused boutique investment bank. G2 delivers unique investment banking solutions and uncompromising advice by pairing highly experienced C-level executives with specialist investment bankers in both growth and stressed situations. G2 focuses on industries where our C-level operating partners have deep industry knowledge and expertise. We offer our clients a strategic, operational and financial “insider’s...

We're one of America's leading prescription advocate services. Our objective is to provide unsurpassed services at an extremely affordable price to our members. Rx Help Centers offers valuable services that no one should be without. With thousands of name-brand medications that we have programs for and some of the lowest prices on generics anywhere in the country, we can help...

Our founding partners formed Alerding CPA Group in 1998 because they believed their clients would be better served with more personalized service. For over 20 years, Alerding CPA Group has taken a different approach to tax and accounting - we are not only committed to public accounting but also dedicated to our clients and employees. Because of that commitment, we...

Your Money Line is financial wellness finally made simple. We help employers help their employees with personal finance questions answered in real time, by real experts. TRUE: "Financial stress" amounts to hours and hours of lost productivity every year. — 43% of employees spend more than 3 hours a week thinking or distracted by their personal finances at work.* Navigating...

As a small to medium size business or as an individual, it can be a challenge to find the time and energy to address the financial aspect of your company or personal finances. You may find yourself short on time and overwhelmed. No matter the reason, OnTarget CPA has a carefully crafted suite of services designed to help you –...

With over 50 years of experience and more than $2.6 billion in assets under advisement, Goelzer Investment Management is an investment advisory firm that leverages our proprietary investment and financial planning strategies to help successful families and institutions Dream, Invest, and Live.

Ren provides the technology and service so donors focus on giving and organizations focus on growth. Ren brings together more than three decades of philanthropic expertise and seasoned fintech innovators to create a next-generation platform designed to fuel philanthropic giving at scale. Together with our customers, our focus is to usher in a new wave of growth and impact –...

Centerfield is a leading provider of junior capital to lower middle market companies. We work closely with financial sponsors (funded and independent), management teams, and business owners who seek subordinated debt and equity financing to build companies and create value. The capital we provide is used to finance change of control transactions, recapitalizations, add-on acquisitions, or growth initiatives. Centerfield is...

Elevate Ventures is a private venture development organization that nurtures and develops emerging and existing high-growth businesses into high-performing, Indiana-based companies. Elevate Ventures accomplishes this by providing access to capital, rigorous business analysis and robust advisory services that connect companies with the right mix of resources businesses need to succeed long term. To learn more about Elevate Ventures, visit elevateventures.com.

Our mission is to help entrepreneurs obtain the capital and credit they need to fuel their dreams. Whether you are just starting your business or looking for millions in capital to expand, we have solutions that can help you fund your endeavors. Our business credit solutions help you build credit for your business EIN that’s not linked to your personal social...

Habits is the leading marketplace helping individuals and families find their perfect financial advisor. Our platform has empowered thousands to evaluate, compare, and connect with a vetted network of trusted advisors, transforming how people approach financial decisions. We’re proud winners of 1871's Fintech Summit, emerging as the top choice out of 46 innovative companies. Backed by notable investors like Atlanta Ventures,...

With nearly 10 years of experience placing high-level finance and accounting professionals, James is an expert at helping companies hire, tax, audit, and finance talent from entry-level accountants to CFO. He specializes in working with professionals from the Big-4, placing over 130 professionals in the past 8 years. After Accounting Assets closed Mr. Durrett wanted to use the knowledge obtained...

Sanctuary Wealth (sanctuarywealth.com/) is the advanced platform for the next generation of elite advisors, who have the entrepreneurial spirit to build and own their own practices and desire the freedom to deliver the tailored service their clients deserve. Sanctuary's ecosystem of partnered independence provides a complete technology and operations platform, as well as support from a community of like-minded advisors...

Valeo Financial Advisors, LLC 10 W Carmel Drive, Suite 400 Carmel, IN 46032 United States Valeo Financial Advisors is a fee-only advisory firm that is ranked as one of the largest financial advisory firms in the Midwest, and a Top 300 RIA Firm by the Financial Times. We focus on a client’s entire financial picture including insurance, taxes, cash flow, educational funding, retirement, and...