Top 40 Financial Services Companies in Carmel

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Below is the list of Top 40 Financial Services Companies in Carmel ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Carmel

1. Nextgear Capital

Industry: Financial Services

Location: Carmel, Indiana

Website: nextgearcapital.com

Company Founded: 2013

Company Size: 501-1000

Company Address: 11799 North College Avenue, Carmel, Indiana, United States

Nextgear Capital Contact Details

Name Title LinkedIn Phone Email
Salvatore Tatti Director Of Portfolio Management
Corey Pierson Business Development Consultant
J Tracy Whitaker Sales And Business Development Manager
Jeff Van Senior Client Solutions Executive
Patrick Inks Vice President - Credit And Lending At Nextgear Capital
Chris Miller Senior Director - Business Execution
Christy King Floorplan Services Advisor
Requires/Intent and 301 more Employees
Automation & Workflow Optimization
Asset Management
Banking & Payment Processing
Credit Rating & Analysis
IoT-enabled Smart Banking Solutions
and more

2. Automotive Finance Corporation

Industry: Financial Services

Location: Carmel, Indiana

Website: afcdealer.com

Company Founded: 1987

Company Size: 501-1000

Company Address: 11299 North Illinois Street, Carmel, Indiana, United States

Automotive Finance Corporation Contact Details

Name Title LinkedIn Phone Email
Elise Hertz Talent Acquisition Supervisor
Laurie Weaver Director Of Human Resources
Wayne Yocum Rental Sales Manager
Robin Lombardi Branch Manager
Kristin Veenstra Branch Manager
John Wells Branch Manager
Jill Ortmann Location Manager
Requires/Intent and 94 more Employees
Asset Management
Data Analytics & Business Intelligence
and more

3. Oxford Financial Group, Ltd.

Industry: Financial Services

Location: Carmel, Indiana

Website: ofgltd.com

Company Founded: 1981

Company Size: 51-200

Company Address: 11711 North Meridian Street, Carmel, Indiana, United States

Oxford Financial Group, Ltd. Contact Details

Name Title LinkedIn Phone Email
Ty Schlobohm Managing Director
Richard Hall Managing Director
Dan Ford Managing Director On The Investment Team At Oxford Financial
Robert Twitchell Managing Director
Jill Stebing Executive Coordinator
Nicholas Klein Managing Director
Trent Maus Director, Relationship Management
Requires/Intent and 57 more Employees
Banking & Payment Processing
Asset Management
Data Analytics & Business Intelligence
and more

4. Ddsmatch.com

Industry: Financial Services

Location: Carmel, Indiana

Website: ddsmatch.com

Company Founded: 2009

Company Size: 11-50

Company Address: 12800 North Meridian Street, Carmel, Indiana, United States

Ddsmatch.com Contact Details

Name Title LinkedIn Phone Email
Neal Mcfadden Business Owner
Tony Counts Owner
Thad Miller Founder And President
Ryan Laprad Owner And Partner - Dds Match South
Jeremy Keck Partner
Matt Conrad Franchise Owner Cincinnati Oh , Dayton Oh , Lexington Ky , And Surrounding Areas
Steve Kampschnieder Owner Ddsmatch Nebraska-iowa-south Dakota
Requires/Intent and 1 more Employees
Branding & Public Relations
Cybersecurity & Data Protection
Digital Payment & Subscription Solutions
Document Management & E-signature Solutions
Risk Assessment & Mitigation
and more

5. Kinetic Advantage

Industry: Financial Services

Location: Carmel, Indiana

Website: kineticadvantage.com

Company Founded: 2020

Company Size: 51-200

Company Address: 10333 North Meridian Street, Carmel, Indiana, United States

Kinetic Advantage Contact Details

Name Title LinkedIn Phone Email
Garrett Jorewicz Director Of Partner Experience
Jason Burns Dealer Relationship Manager
Requires/Intent
Treasury & Cash Flow Management
Cloud Computing Solutions
ERP For Financial Institutions
Insurance & Underwriting Services
and more

6. Carmel Solutions

Industry: Financial Services

Location: Carmel, Indiana

Website: carmelsolutions.com

Company Founded: 2009

Company Size: 11-50

Company Address: 969 Keystone Way, Carmel, Indiana, United States

Carmel Solutions Contact Details

Name Title LinkedIn Phone Email
Eric Johnson Vice President Of Business Development
Michael Holtman Director Of Operations
Matthew Marietta Chief Executive Officer
Kayla Becnel Senior Operations Analyst
Gordon Waller Senior Operations Analyst
Robert Greenwood Senior Developer
Mary Lumpkin Senior Operations Analyst
Requires/Intent
Compliance & Regulatory Advisory
Loan Origination & Servicing Platforms
Financial Planning & Retirement Solutions
and more

7. Schwarz Partners Lp

Industry: Financial Services

Location: Carmel, Indiana

Website: schwarzpartners.com

Company Founded: 1998

Company Size: 5001-10000

Company Address: 10 West Carmel Drive, Carmel, Indiana, United States

Schwarz Partners Lp Contact Details

Name Title LinkedIn Phone Email
Jeremy Decker It Training Specialist
Mike Tschohl Director Of Digital Transformation
Danny Town Field Systems Engineer
Ryan Bowen Senior Director, Pmo And Process
Robert Myers Director Of It Infrastructure
Sue Seitz Director Of Compensation And Benefits
Nate Criss Senior Network Architect
Requires/Intent and 5 more Employees
Tax Planning & Strategy
HR & Talent Acquisition
Mortgage & Loan Processing
and more

8. Financial Partners Group

Industry: Financial Services

Location: Carmel, Indiana

Website: financialpg.com

Company Founded: 2002

Company Size: 1-10

Company Address: 571 Monon Boulevard, Carmel, Indiana, United States

Financial Partners Group Contact Details

Name Title LinkedIn Phone Email
Timothy Johnston Vice President And Advisor
Joel Magruder President And Chief Executive Officer - Cfp , Chfc , Crpc , Clu , Lutcf, Clf , Caslâ
Geoff Thomas Registered Representative
Cresta Clawson Advisor
Melissa Scheu Director - Funding And Sales
Tim Johnston President And Founding Member, 2002
Scott Paschal Co Founder
Requires/Intent and 11 more Employees
Data Analytics & Business Intelligence
Automation & Workflow Optimization
Risk Management & Compliance
and more

9. Merchants Capital

Industry: Financial Services

Location: Carmel, Indiana

Website: merchantscapital.com

Company Founded: 1990

Company Size: 51-200

Company Address: 410 Monon Boulevard, Carmel, Indiana, United States

Merchants Capital Contact Details

Name Title LinkedIn Phone Email
Brian Sullivan Evp, Chief Operating Officer
Brian Shelbourne Avp, Originations
Scott Lotz Transaction Manager
Sarah Hanover Vice President Business Intelligence
Jeff Spahn Senior Vice President, Originations
Edward Dietrick Vice President
Stephen Dick Investor Accounting Specialist
Requires/Intent and 4 more Employees
Accounting Services
Data Analytics & Business Intelligence
Investment Advisory
and more

10. Four Quadrants Advisory

Industry: Financial Services

Location: Carmel, Indiana

Website: fourquadrantsadvisory.com

Company Founded: 2004

Company Size: 11-50

Company Address: 11939 North Meridian Street, Carmel, Indiana, United States

Four Quadrants Advisory Contact Details

Name Title LinkedIn Phone Email
Brian Wilson Sales
Casey Hiers National Director Of Business Development
Steven Levy Tax Manager
Patrick Lamey Financial Analyst And Paraplanner
Kelli Abell Accountant
Brogan Baxter Chief Operating Officer And Senior Analyst
Josh Lovold Implementation Specialist
Requires/Intent and 4 more Employees
Credit Rating & Analysis
Mortgage & Loan Processing
and more

11. The Ohlson Group, Inc

Industry: Financial Services

Location: Carmel, Indiana

Website: ohlsongroup.com

Company Size: 1-10

Company Address: 11611 North Meridian Street, Carmel, Indiana, United States

The Ohlson Group, Inc Contact Details

Name Title LinkedIn Phone Email
Levon Justice Managing Director Of Life Sales
Jason Garriott Director Of Digital Marketing
Ann Konopka Director Of Licensing And Contracting
Requires/Intent
Cybersecurity & Data Protection
Branding & Public Relations
Legal Compliance & Advisory
Wealth Management
and more

12. Shepherd Financial, Llc

Industry: Financial Services

Location: Carmel, Indiana

Company Founded: 2015

Company Size: 11-50

Shepherd Financial, Llc Contact Details

Name Title LinkedIn Phone Email
Cres Garrett Smith Wealth Advisor
Holly Willman Director - Creative And Strategic Operations
Nicholas Wylam Retirement Solutions Consultant
George Lauck Wealth Advisor
Tgpc Brittany Vollmar Client Relationship Consultant - Retirement Plans
Aaron Mcandrew Wealth Advisor, AifÂ
Jeff Sharp Wealth Advisor
Requires/Intent and 4 more Employees
Online Advertising & SEO
Tax Planning & Strategy
and more

13. Comprehensive Retirement Solutions

Industry: Financial Services

Location: Carmel, Indiana

Website: crsindiana.com

Company Founded: 1993

Company Size: 1-10

Company Address: 11595 North Meridian Street, Carmel, Indiana, United States

Comprehensive Retirement Solutions Contact Details

Name Title LinkedIn Phone Email
Tifney Fields Vice President Of Communications
Michael Fields President
Samuel Wagner Advisory Associate
Ashley Benefiel Process Specialist
Daniel Delaney Team Accountant
Gwendolyn Richardson Experience Specialist
Requires/Intent
Blockchain & Cryptocurrency Solutions
Accounting Services
Employee Training & Workforce Development
Technology Consulting
and more

14. Pr Mortgage & Investments

Industry: Financial Services

Location: Carmel, Indiana

Website: prmic.com

Company Founded: 1990

Company Size: 11-50

Pr Mortgage & Investments Contact Details

Name Title LinkedIn Phone Email
Michael Dury President And Chief Executive Officer
Whitney Ksenak Marketing And Administrative Assistant And Commercial Loan Processor
Sondra Emberton Senior Vice President
Danyelle Stum Mortgage Underwriter
Requires/Intent
Customer Relationship Management (CRM)
Performance Tracking & KPI Analytics
Debt Collection & Recovery
Document Management & E-signature Solutions
Cybersecurity & Data Protection
and more

15. United Health Actuarial Services, Inc.

Industry: Financial Services

Location: Carmel, Indiana

Company Founded: 2003

Company Size: 1-10

Company Address: 11611 North Meridian Street, Carmel, Indiana, United States

United Health Actuarial Services, Inc. Contact Details

Name Title LinkedIn Phone Email
Ben Brandon Consulting Actuary
Jevon Brenneman Operations Manager
Kenny Uhas Intern
Requires/Intent
Digital Payment & Subscription Solutions
Wealth Management
Accounting Services
Asset Management
Credit Rating & Analysis
and more

16. Marketshare Financial

Industry: Financial Services

Location: Carmel, Indiana

Website: marketsharefinancial.com

Company Founded: 1985

Company Size: 11-50

Company Address: 11611 North Meridian Street, Carmel, Indiana, United States

Marketshare Financial Contact Details

Name Title LinkedIn Phone Email
Corey Norman Financial Advisor
Jennifer Boudreau Senior Case Manager And Marketing
Brian Bachus Senior Consultant Securities Division
Elizabeth Krause Business Development Coordinator, Insurance Division
Kim Matthews Senior Case Manager, Insurance Division
Henry Cole Vice President - Financial Consultant
Lynne Perfetti Senior Case Manager, Insurance Division
Requires/Intent and 2 more Employees
Wealth Management
IoT-enabled Smart Banking Solutions
Insurance & Underwriting Services
Data Analytics & Business Intelligence
and more

17. Indie Asset Partners, Llc

Industry: Financial Services

Location: Carmel, Indiana

Website: indieasset.com

Company Size: 1-10

Company Address: 10585 North Meridian Street, Carmel, Indiana, United States

Indie Asset Partners, Llc Contact Details

Name Title LinkedIn Phone Email
Robert Dalzell Wealth Manager
Abbie Quiocho General Partner, Brammer Family Office
Anne Smith Administrative Service Associate
Jan Foulks Office Manager
Requires/Intent
Tax Planning & Strategy
Mobile App Development For Financial Services
Risk Management & Compliance
Risk Assessment & Mitigation
Data Analytics & Business Intelligence
and more

18. Blue Benefits Consulting, Inc.

Industry: Financial Services

Location: Carmel, Indiana

Website: bluebenefitsonline.com

Company Size: 1-10

Company Address: 12800 North Meridian Street, Carmel, Indiana, United States

Blue Benefits Consulting, Inc. Contact Details

Name Title LinkedIn Phone Email
Mickie Murphy Senior Manager
Qkc Mickie Murphy Senior Manager
Theresa Basciano Benefits Administrator
Requires/Intent
Cybersecurity & Data Protection
Loan Origination & Servicing Platforms
Financial Forecasting & Modeling
Online Advertising & SEO
Performance Tracking & KPI Analytics
and more

19. Procourse Fiduciary Advisors, Llc

Industry: Financial Services

Location: Carmel, Indiana

Website: procourseadv.com

Company Founded: 2012

Company Size: 11-50

Company Address: 1180 Medical Court, Carmel, Indiana, United States

Procourse Fiduciary Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Brea Dantin Chief Operations Officer
Paul Donahue Financial Advisor
Chase Sanders Investment And Reporting Analyst
Michael Richey Associate Retirement Plan Advisor
Requires/Intent
ESG & Sustainable Finance Consulting
Data Analytics & Business Intelligence
and more

20. Crown Haven Wealth Advisors

Industry: Financial Services

Location: Carmel, Indiana

Website: crownhaven.com

Company Founded: 2011

Company Size: 1-10

Company Address: 11495 North Pennsylvania Street, Carmel, Indiana, United States

Crown Haven Wealth Advisors Contact Details

Name Title LinkedIn Phone Email
Gordon Campbell Vice President
James Dombro Chief Development Officer
Ashley Caito Personal Assistant To Chief Executive Officer
Requires/Intent
Risk Management & Compliance
IoT-enabled Smart Banking Solutions
Portfolio Management
and more

21. Semler Financial Group

Industry: Financial Services

Location: Carmel, Indiana

Website: aulsemlerfinancial.com

Company Size: 1-10

Company Address: 12800 North Meridian Street, Carmel, Indiana, United States

Semler Financial Group Contact Details

Name Title LinkedIn Phone Email
David Dessauer Planner
Jim Weir Financial Advisor
Requires/Intent
Risk Management & Compliance
API Integration For FinTech
Customer Relationship Management (CRM)
Quality Control & Assurance
Automation & Workflow Optimization
and more

22. Milestone Home Lending

Industry: Financial Services

Location: Carmel, Indiana

Website: milestonehl.com

Company Founded: 2018

Company Size: 11-50

Company Address: 236 East Carmel Drive, Carmel, Indiana, United States

Milestone Home Lending Contact Details

Name Title LinkedIn Phone Email
Shane Welker Mortgage Loan Officer
Reagan Justice Mortgage Loan Originator
Requires/Intent
Cloud Computing Solutions
Accounting Services
and more

23. United Health Actuarial Services, Inc.

Industry: Financial Services

Location: Carmel, Indiana

Website: uhasinc.com

Company Founded: 2003

Company Size: 11-50

United Health Actuarial Services, Inc. Contact Details

Name Title LinkedIn Phone Email
Jaclyn Kitch Marketing And Communications Coordinator
Requires/Intent
Financial Planning & Retirement Solutions
Data Analytics & Business Intelligence
Tax Planning & Strategy
and more

24. Miller Personnel Consultants

Industry: Financial Services

Location: Carmel, Indiana

Website: millerpersonnel.com

Company Size: 1-10

Company Address: 94 Thornberry Court, Carmel, Indiana, United States

Miller Personnel Consultants Contact Details

Name Title LinkedIn Phone Email
Linda Coughlin-morin Senior Recruiter
Requires/Intent
Hedge Fund & Private Equity Consulting
Credit Rating & Analysis
Customer Relationship Management (CRM)
and more

25. Monon Wealth Management

Industry: Financial Services

Location: Carmel, Indiana

Website: mononwealth.com

Company Founded: 2014

Company Size: 1-10

Company Address: 99 East Carmel Drive, Carmel, Indiana, United States

Monon Wealth Management Contact Details

Name Title LinkedIn Phone Email
Retirement Darrick Hutchens Cfp , Founding Partner And Financial Advisor
Requires/Intent
Asset Management
Mortgage & Loan Processing
and more

26. Howell Financial Advisors, Inc.

Industry: Financial Services

Location: Carmel, Indiana

Website: howelladvisors.com

Company Founded: 2004

Company Size: 1-10

Company Address: 11805 North Pennslyvania Street, Carmel, Indiana, United States

Howell Financial Advisors, Inc. Contact Details

Name Title LinkedIn Phone Email
Amelia West Wealth Advisor
William Howell Principal
Requires/Intent
Tax Planning & Strategy
Mergers & Acquisitions Advisory
Employee Training & Workforce Development
HR & Talent Acquisition
Asset Management
and more

27. North Star Asset Management

Industry: Financial Services

Location: Carmel, Indiana

Company Size: 11-50

Company Address: 597 Industrial Drive, Carmel, Indiana, United States

North Star Asset Management Contact Details

Name Title LinkedIn Phone Email
Alex Brusda Investment Analyst At North Star Asset Management
Kendra Rettke Investment Administrator
Requires/Intent
Blockchain & Cryptocurrency Solutions
Loan Origination & Servicing Platforms
Treasury & Cash Flow Management
and more

28. Cpl Investments, Llc

Industry: Financial Services

Location: Carmel, Indiana

Website: cplinvestments.com

Company Founded: 2010

Company Size: 1-10

Company Address: 650 East Carmel Drive, Carmel, Indiana, United States

Cpl Investments, Llc Contact Details

Name Title LinkedIn Phone Email
Daniel Polster Accountant
Shelby Tower Front Desk Receptionist
Zachary Scholer Deals Coordinator
Requires/Intent
Technology Consulting
Investment Advisory
and more

29. Onemidwest Financial Partners

Industry: Financial Services

Location: Carmel, Indiana

Website: onemidwestfp.com

Company Founded: 2016

Company Size: 11-50

Company Address: 1980 East 116th Street, Carmel, Indiana, United States

Onemidwest Financial Partners Contact Details

Name Title LinkedIn Phone Email
Sandi Walter Financial Professional
Requires/Intent
Data Analytics & Business Intelligence
Loan Origination & Servicing Platforms
ESG & Sustainable Finance Consulting
Insurance & Underwriting Services
API Integration For FinTech
and more

30. Transpay Merchant Services Inc.

Industry: Financial Services

Location: Carmel, Indiana

Website: gotranspay.com

Company Size: 1-10

Company Address: 484 East Carmel Drive, Carmel, Indiana, United States

Transpay Merchant Services Inc. Contact Details

Name Title LinkedIn Phone Email
Brent Banninga Owner
Brandon Meeks Contractor
Leisa Head Account Representative
Requires/Intent
Data Analytics & Business Intelligence
Securities Trading & Brokerage
Financial Forecasting & Modeling
and more

31. Sangalis Financial Group

Industry: Financial Services

Location: Carmel, Indiana

Website: sangalisfinancialgroup.com

Company Size: 1-10

Company Address: 140 North Range Line Road, Carmel, Indiana, United States

Sangalis Financial Group Contact Details

Name Title LinkedIn Phone Email
Chris Sangalis Owner
Requires/Intent
Treasury & Cash Flow Management
Document Management & E-signature Solutions
Banking & Payment Processing
ESG & Sustainable Finance Consulting
Securities Trading & Brokerage
and more

32. Total Financial Group

Industry: Financial Services

Location: Carmel, Indiana

Website: tfgpc.com

Company Size: 11-50

Total Financial Group Contact Details

Name Title LinkedIn Phone Email
Darlene Metts President At Total Financial Group
Requires/Intent
Corporate Finance Strategy
Tax Planning & Strategy
Digital Payment & Subscription Solutions
Mergers & Acquisitions Advisory
and more

33. Carmel Financial

Industry: Financial Services

Location: Carmel, Indiana

Website: wemakeitpossible.biz

Company Founded: 1967

Company Size: 1-10

Company Address: 101 East Carmel Drive, Carmel, Indiana, United States

Carmel Financial Contact Details

Name Title LinkedIn Phone Email
Dave Ambuehl Manager
Lakisha Herron Acct Representative
Martin Wiley Sales
Requires/Intent
Wealth Management
Cybersecurity & Data Protection
Insurance & Underwriting Services
and more
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Carmel Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Salvatore Tatti Nextgear Capital Director Of Portfolio Management
2 Corey Pierson Nextgear Capital Business Development Consultant
3 J Tracy Whitaker Nextgear Capital Sales And Business Development Manager
4 Jeff Van Nextgear Capital Senior Client Solutions Executive
5 Patrick Inks Nextgear Capital Vice President - Credit And Lending At Nextgear Capital
6 Chris Miller Nextgear Capital Senior Director - Business Execution
7 Christy King Nextgear Capital Floorplan Services Advisor
8 Elise Hertz Automotive Finance Corporation Talent Acquisition Supervisor
9 Laurie Weaver Automotive Finance Corporation Director Of Human Resources
10 Wayne Yocum Automotive Finance Corporation Rental Sales Manager
11 Robin Lombardi Automotive Finance Corporation Branch Manager
12 Kristin Veenstra Automotive Finance Corporation Branch Manager
13 John Wells Automotive Finance Corporation Branch Manager
14 Jill Ortmann Automotive Finance Corporation Location Manager
15 Ty Schlobohm Oxford Financial Group, Ltd. Managing Director
16 Richard Hall Oxford Financial Group, Ltd. Managing Director
17 Dan Ford Oxford Financial Group, Ltd. Managing Director On The Investment Team At Oxford Financial
18 Robert Twitchell Oxford Financial Group, Ltd. Managing Director
19 Jill Stebing Oxford Financial Group, Ltd. Executive Coordinator
20 Nicholas Klein Oxford Financial Group, Ltd. Managing Director
21 Trent Maus Oxford Financial Group, Ltd. Director, Relationship Management
22 Neal Mcfadden Ddsmatch.com Business Owner
23 Tony Counts Ddsmatch.com Owner
24 Thad Miller Ddsmatch.com Founder And President
25 Ryan Laprad Ddsmatch.com Owner And Partner - Dds Match South
26 Jeremy Keck Ddsmatch.com Partner
27 Matt Conrad Ddsmatch.com Franchise Owner Cincinnati Oh , Dayton Oh , Lexington Ky , And Surrounding Areas
28 Steve Kampschnieder Ddsmatch.com Owner Ddsmatch Nebraska-iowa-south Dakota
29 Garrett Jorewicz Kinetic Advantage Director Of Partner Experience
30 Jason Burns Kinetic Advantage Dealer Relationship Manager
31 Eric Johnson Carmel Solutions Vice President Of Business Development
32 Michael Holtman Carmel Solutions Director Of Operations
33 Matthew Marietta Carmel Solutions Chief Executive Officer
34 Kayla Becnel Carmel Solutions Senior Operations Analyst
35 Gordon Waller Carmel Solutions Senior Operations Analyst
36 Robert Greenwood Carmel Solutions Senior Developer
37 Mary Lumpkin Carmel Solutions Senior Operations Analyst
38 Jeremy Decker Schwarz Partners Lp It Training Specialist
39 Mike Tschohl Schwarz Partners Lp Director Of Digital Transformation
40 Danny Town Schwarz Partners Lp Field Systems Engineer

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