Top Ohio Financial Services Startups (53)

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.

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.

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.

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.

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...

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...

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...

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...

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...

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...

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.

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.

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...

Payroll and benefits for startups. Save weeks of work & fines. Unlike existing platforms, we automate all the painful compliance work

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...

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...

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

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...

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.