Top Ohio Financial Services Startups (39)
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.
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...
The only 100% union-label provider of supplemental benefit programs. We serve America's working class by developing financial programs that help protect families and their assets. We are an organization of highly motivated union representatives, managers, staff, and public relations agents, that are part of the Office and Professional Employees International Union (OPEIU) Local 277. We're independently owned and operated. We...
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...
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...
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...
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...
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...
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...
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.
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...
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...
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...
In March of 2018, Western Reserve Trust Company was granted its charter from the State of Ohio as a non-depository bank to engage primarily in the personal trust business. Western Reserve was formed by three veteran trust and estate lawyers who saw a growing demand from their affluent clients and their families for a client centric trust company headquartered in...
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...
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...
Tradovate is a modern, cloud-based futures trading platform offering unlimited, commission-free trading with the purchase of a Commission-Free Membership. Sign up for a free 2-week trial at https://www.tradovate.com/trial --- Futures and options trading involves substantial risk of loss and is not suitable for all investors. Past performance of a futures or options contract does not guarantee future results or return.
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...
