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...

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...

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.

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.

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.

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.

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.

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...

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.

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.

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...

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...

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

Since 1977, Gateway has been providing low-volatility equity strategies for risk-conscious investors. From the beginning, Gateway's focus has been reducing the risk of equity investing with index option strategies. Gateway's core low-volatility strategy seeks to capture the majority of the returns associated with equity market investments, while exposing investors to less risk than other equity investments. For more information, please visit...

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...

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...

Backed by entrepreneurs, run by entrepreneurs: Maxus is a pioneering private equity platform, backing the next generation top small and mid-cap fund managers. We target hard-to-access, hungry and emerging fund managers in the small and mid-cap market across Europe and the US. We go beyond fund investing: leveraging on our ecosystem, we unlock greater value through co-investments and secondaries. We’re backed by a...

Small, close-knit team of bright people enjoying the important work we do: helping entrepreneurs grow through financial insight. Our firm, Beanstalk CFO Group, delivers financial management & advice to small business owners. Our Greenhouse division provides bookkeeping services for those companies not in need of full financial management services.

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...