Top Indiana Financial Services Startups (38)
Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.
Fractional Accounting, HR & Payroll Services Accounting and HR are more than just necessary back-office functions. With the right leadership and strategic focus, they can help get your company to the next level. Milestone is not your typical professional services firm. We believe in true business partnerships and approach every client interaction with this goal in mind: to make your life easier,...
Meridian Adhesives Group is a full-service, global adhesive solution provider. Through the science of innovation, we deliver purposeful, high-impact products and bonding solutions that make possible the goals of our customers.
We acquire overlooked store and catalogue based retailers and transform them into high performance, "digital first” brands through our proven omni-channel technology platform, operating expertise and scale. Founded by Justin Yoshimura and backed by world class investors.
United Fidelity Bank is available to help with your personal, commercial and lending needs. Whether you are looking for a high yield checking account, savings account, certificate of deposit (CD), mortgage loan, or an ATM near you, United Fidelity Bank is ready to meet your financial needs! Business Banking Personal Banking Mortgage Lending Health Savings Account Commercial Lending Consumer Lending Access Anytime Ultimate Deposit Direct Ultimate Access Enjoy FREE, convenient...
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...
BGBC, a Springline Company is a full-service, Indianapolis-based advisory firm offering assurance, tax, and consulting services. BGBC is locally owned and operated, ensuring that our clients will receive close, personal and prompt attention. Our staff of approximately 70 makes us larger than most other local firms in the Indianapolis area, providing our clients with seasoned professionals with expertise in many different...
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...
First Insurance Group offers personal, business, life, and health insurance, providing claims and additional financial services. They focus on exceptional service and finding the best policies for clients' budgets.
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...
Northwest Bank is a privately held community bank focused on serving the specific needs of businesses in Washington, Oregon, Idaho and Utah. Our experienced bankers deliver customized financial solutions and exceptional customer service. We do that by getting to know you, your business and your aspirations, first. Then we create a plan that will work, and stay with you every...
Key Mortgage is a full-service financial products provider consistently ranking among the top lenders in Chicagoland. The company has twice been named a Top Employer by National Mortgage Professional magazine and a top lender by Chicago Agent magazine. It has also been recognized for excellence both in Illinois and nationally by Ask a Lender, NAMMBA, and National Mortgage News. Key...
ARETÉ · [ä-re-tā'] : n - The aggregate of qualities, as valor and virtue, making up good character. Areté Capital Partners is a boutique special situation advisory firm which provides independent fiduciary and stewardship services to companies experiencing significant growth pains, complex organizational change or existential crisis. With our steadfast orientation to leadership, execution and value creation, we seek out opportunities which...
Exos has built a next-gen platform for B2B institutional finance. A platform designed to deliver all the services of a traditional investment bank, reimagined and tailored to a modern digital world, all integrated into a powerful, modern technology platform driven by data and data science. While technology has transformed most industries, including aspects of retail financial services in many parts...
Rapid Mortgage is relationship-based mortgage lender. For us, mortgage lending is about building and maintaining life-long relationships with our clients and partners. We understand our clients and partners are real people with real concerns; so, we make sure every person involved in getting your loan closed is available to speak with you. We offer competitive rates in a wide range of...
Baker Hill delivers expertise and best-in-class solutions in lending, risk management and analytics that drive growth and profitability for financial institutions. The Baker Hill NextGen® platform allows institutions to originate commercial, small business and consumer loans and manage risk on a single platform. We use the latest technology to help institutions address regulatory and competitive pressures while delivering the very...
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...
Allied Payment Network. A payment platform company for financial services, business and technology providers. Our Allied team designs payment solutions with the customer experience in mind, then delivers with our proven technology + service experience. API or HTML partnered solutions provided to fit your needs. Pure and clean. More flexibility. Less friction. Built to scale...and always designing for simplicity. With our proven...
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.
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...
