Top Indiana Financial Services Startups (26)
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 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.
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...
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,...
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...
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...
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.
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 –...
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...
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...
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...
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...
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...
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...
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.
Finance System, Inc. is a third generation family owned and operated accounts receivable management company delivering unbeatable service since 1955. A combination of decades of experience and the latest in technological advances brings you the strength like that of a large global agency with the personal attention to each account that only a local business can provide. As a member of...
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...
Our mission is to encourage savings, promote sound financial decisions, and educate our members to help them achieve their financial goals.
Mortgage Brokerage services in Indiana, Florida, Tennessee and Connecticut. We provide residential services from $ 100,000 to 6 Million in size. We provide commercial purchase and refinance services from $ 500,000 to 300 Million dollars. Our owner has been in business since 1985 and is developed a niche business in New York, Florida and Connecticut providing JUMBO residential and commercial transactions. NMLS#90752,...
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...
