Top Ohio Financial Services Startups (39)

In 2013, we set out to solve a problem: we got tired of seeing our friends and family struggle under the crushing weight of student loan debt. Debt can hold people back from opportunities and delay the impact they’re meant to make in the world. So we did something about it and built a life raft; we started Splash Financial. We...

Luma Financial Technologies provides the leading, independent, multi-issuer platform for structured products and annuities. Luma is an award-winning platform that has been used by broker dealers and their advisors nationwide for nearly a decade to more efficiently source, configure, compare and price structured products and annuities that meet their customer’s specific investment needs. Luma's advisor-centric design, renowned education and training...

Upsourced is accounting for a new sense of agency. We are future-focused financial strategists who provide digital accounting and CFO services to the creative industry.

Big challenges. Passionate people. Smart solutions. This is what you’ll find at 1848 Ventures. We help business owners manage uncertainty and discover opportunity in risk. We’re not aiming for incremental improvement – we’re breaking new ground. And when we see opportunity for innovation, we have the freedom, resources, and culture to make it happen. We’re champions of business owners everywhere. After...

Clarus Partners Advisors specializes in indirect tax compliance and consulting. Our team alleviates the burden of keeping tabs on more than 12,000 tax jurisdictions in the U.S. Our industry-leading software and services help keep our clients compliant saving companies time and frustration.

Clearstead enables wealthy families and leading institutions to meet their financial objectives and achieve their aspirations, building stronger futures for their families, their communities, and themselves

CBC Companies is a privately held business, originally founded in 1948 as the Credit Bureau of Columbus. Today, CBC Companies is the holding company for a family of businesses which provide various risk management, data and lending support services. The Company’s brands include: AmRent Byte Software Factual Data DataVerify DataVerify Flood Services Ibbie Innovis SBS Valuation & Property Solutions

Foxen develops innovative technology to provide insurance compliance solutions, and financial services to property owners, managers, and their residents. Foxen’s products solve for flawed and antiquated processes while simultaneously creating property revenue and greater financial well-being for residents. As a rapidly growing FinTech company, Foxen is disrupting the insurance and financial industries to achieve a greater vision of financial wellness...

Heartland Ventures is a Midwestern-based, venture capital firm. We co-invest alongside top VCs and Micro VCs to add immediate value to high-growth startups disrupting traditional Midwestern industries. Our value is generated by utilizing our board of executives at industry leading corporations in the Midwest to validate technologies and acquire pilot customers, even before we invest. Heartland Ventures believes that we can...

CNG Holdings Inc. (CNG) is headquartered in Cincinnati, Ohio, and is a respected leader in the financial services industry. Through professional partnerships, CNG provides a wide range of convenient and accessible financial products and services designed to improve customers’ financial situations, thereby filling a need and delivering value to our customers. Our mission is to help and educate our customers...

Refinery Ventures is an early stage venture firm in Cincinnati, Ohio.

At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary consulting, executive compensation planning, and family wealth services. More importantly, we offer a way for you as an individual or business owner to take control of your financial future. We work side-by-side with you to create and work towards your financial...

Northcoast is currently looking to expand our sales team. Senior and Associate level positions available. Northcoast Research is an independent institutional equity research firm located in Cleveland, OH. Founded in 2009, our professional staff includes Senior Research Analysts and Associate Research Analysts, who publish, and distribute, industry and individual public company research to institutional investors nationally. Coverage is focused on a...

What makes us distinct is we provide a comprehensive view of your financial life and all the factors that go into life planning. What this means to you is help with personal decision making and putting a date on things. We help you manage your finances and investments, while taking into consideration tax planning, professional moves, kids, retirement, healthcare and...

Clearstead is an institutional and private client advisory firm that is relentless in providing solutions so our clients can exceed their aspirations, and build stronger legacies for their families, their communities, and themselves. We provide objective financial leadership through our fee-only advisory model. We do not offer proprietary products and receive no commissions from the investments we recommend: our only source...

Our full-service financial team guides closely-held Main Street and Middle Market businesses through critical transactions and transformations, from the most routine through the largest and most complex. Engaging with companies primarily valued at $.5-25 million, Our team provides financial advice to help owners and their teams keep the enterprise running optimally for compliance, performance, organic growth, acquisitions and/or divestiture. Our Team...

Brown Gibbons Lang & Company (BGL) is a leading independent investment bank and financial advisory firm focused on the global middle market. The firm advises private and public corporations and private equity groups on mergers and acquisitions, divestitures, capital markets, financial restructurings, valuations and opinions, and other strategic matters. BGL has investment banking offices in Chicago, Cleveland, Los Angeles, and...

Our founder, Drew Horter, has worked in finance since the 1980s, founding Horter in 1991. We are proud to be one of the few homegrown registered investment advisory firms from Cincinnati, OH, and we are proud of our midwestern values. - Devotion to Service At Horter you will see our greatest asset is the team of people committed to providing our clients...

At Payload, we’re transforming the way businesses manage payments by eliminating outdated, manual processes like checks and wire transfers. Our powerful digital platform automates payments across many industries, providing secure, efficient, and fully customizable solutions that integrate seamlessly into existing workflows. From real estate and legal firms to professional services and SaaS platforms, Payload delivers a unified payment suite that...

What We Stand For: Constellation was created to better serve clients by better serving their advisors. We are disrupting the traditional business model and culture of the wealth management industry. We are fiercely committed to striking the optimal balance between professional values and business values by combining: Top-decile, accomplished advisors Diversity of Thought An unwavering commitment to learning and innovation in order to...