Top Ohio Financial Services Startups (53)

Patriot Software offers online accounting and payroll software to US business owners and their accountants. We have a passion for American business, hard work, and delivering simple, yet powerful, software you can afford. The best part is...we have fun doing it! Patriot Software has over 300+ employees all over the United States of America. We offer competitive compensation and a wide...

Ascend is the first modern insurance payments platform that provides automated, all-in-one financing, collections, and payables. We help distributors sell more by eliminating labor intensive processes and providing customers with the great online checkout experience they expect. We’re hiring across GTM, engineering and business functions - email us at [email protected] if you're interested in learning more.

CFBank is a boutique commercial bank offering a range of banking products and services, including commercial lending, equipment financing, private banking, mortgage lending, and deposit solutions for businesses and individuals. It emphasizes tailored financial strategies and relationship-first service.

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...

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.

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.

At Dakota, we are on a mission to empower businesses by providing a global bank account that enables economic freedom. We make it easy to get all the perks of a global business bank account — at the speed of crypto. Send and receive USD from anywhere, no transaction fees, and deposits are fully secured by U.S. Treasuries.

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.

We are a team of dynamic, enthusiastic, and service-oriented individuals who want to make banking and mortgages easier for you. With our upcoming digital banking and mortgage-lending platforms, we're confident you'll feel right at home with the new Cornerstone Capital Bank. Cornerstone Capital Bank, SSB, Member FDIC, NMLS ID# 2258 (www.nmlsconsumeraccess.org) 1177 West Loop South, Suite 700, Houston, TX 77027 The Roscoe State...

Crossroads Health provides the industry's MOST comprehensive credit balance solution. We partner only with you, the healthcare provider. We are not owned by nor affiliated with any health insurance company. We are your advocate and partner. Our sole purpose is to resolve ALL credits in your revenue cycle regardless of the source. We will ensure you are compliant with all...

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...

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...

Hummel Group Inc is a full-service insurance and financial services agency offering personal, commercial, farm insurance and employee benefits, plus wealth management services across Ohio and Indiana.

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...

Gerber, LLC. is a professional service firm exclusively advising first generation entrepreneurs. Focused on catering to the specific needs of business owners, our team works to help entrepreneurs reach their life, business, and wealth goals. gerberclarity.com | 580 N Fourth Street, Suite 400, Columbus, OH. | 614.431.4343 Facebook.com/GerberLLC Twitter.com/gerberclarity Youtube.com/gerberclarity

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

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...

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.

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

Maloney + Novotny is one of Ohio’s largest full-service CPA and business consulting firms and celebrates 90 years of helping clients achieve their goals and financial success. The Firm provides attest, tax and advisory services through a long-term relationship built on trust and service. Maloney + Novotny is a member of Nexia International, a worldwide network of independent accountants, business...