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.
Fort Washington Investment Advisors, Inc. is a focused investment management organization with dedicated business units that work with institutional investors and their consultants, private equity investors, and individuals and their families. With the strong support of our parent company, Western & Southern Financial Group, a Fortune 500 company, we have a stable corporate structure that nurtures our investment capabilities, alignment...
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.
Fund That Flip provides fast, convenient, affordable capital for experienced real estate investors that buy and rehabilitate residential properties. To date, we've done hundreds of deals through our simple, transparent online application process with 24-hour turnaround time for funding commitments. Leverage your experience and success to lower your cost of capital over time by gaining access to our large network...
BudgetEase provides shared time bookkeepers to small businesses including not for profit, grant financed organizations, service companies and eCommerce businesses. We are QuickBooks experts. We love helping other small businesses succeed. At BudgetEase, we get to do that. Our mission is to make our clients more profitable. We do this in three ways: Having fun while getting things done(we take...
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
Across all industries and geographies, we’ve studied and improved all credit cost-saving methods, giving organizations hundreds of millions of dollars in hard savings. From Fortune 100 companies to small start-ups, Kreller has successfully empowered financial and credit departments across the globe, with this year marking our 30th year in business. Credit information providers (both commercial and consumer) charge for each and...
GLASfunds is a global alternative investment platform offering streamlined and efficient access to institutional level private capital and hedge funds. Founded in 2008, GLASfunds has been a pioneer in offering alternative investment access to financial advisors and their high-net-worth clients. We aim to give advisors the tools, expertise, and support they need to deliver institutional private market portfolios with an...
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...
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...
CrossCountry Mortgage, LLC offers a variety of home purchase loans and refinance options for your unique needs. WHO WE ARE CrossCountry Mortgage, LLC is a growing nationwide mortgage lending and refinancing company with numerous branch locations and licensed professionals dedicated to serving you. Our goal is to be recognized as the leading and most reputable mortgage company in the nation. WHAT WE DO We...
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...
Refinery Ventures is an early stage venture firm in Cincinnati, Ohio.
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...
Rockbridge, a private investment firm with 22+ years in business, has been investing in and building brands since 1999. The business has made more than 280 real estate and hospitality investments in 38 states worth over $9.7 Billion in total capitalization and has over $2.7 Billion in assets under management. Rockbridge has built a family of hospitality, development, and management...
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
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...
