Top 100 Financial Services Companies in Cincinnati

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Below is the list of Top 100 Financial Services Companies in Cincinnati ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Cincinnati

1. Fifth Third Bank

Industry: Financial Services

Location: Cincinnati, Ohio

Website: 53.com

Company Founded: 1858

Company Size: 10001+

Company Address: 38 Fountain Square Plaza, Cincinnati, Ohio, United States

Fifth Third Bank Contact Details

Name Title LinkedIn Phone Email
Jamie Rice Area Sales Manager
Rishabh Gulati Data Integration And Etl Architect
Rishabh Gulati Data Integration And Etl Architect
Rishabh Gulati Data Integration And Etl Architect
Peter Sutor Loan Officer
Miranda Boland Retail Personal Banker
Miranda Boland Retail Personal Banker
Requires/Intent and 2763 more Employees
Risk Assessment & Mitigation
Wealth Management
Portfolio Management
and more

2. Western & Southern Financial Group

Industry: Financial Services

Location: Cincinnati, Ohio

Website: westernsouthern.com

Company Founded: 1888

Company Size: 1001-5000

Company Address: 400 East Fourth Street, Cincinnati, Ohio, United States

Western & Southern Financial Group Contact Details

Name Title LinkedIn Phone Email
Brad Couch Area Manager
Seth Hoover Staff Manager
Michael Barone Manager Customer Service
Cassandra Zimmerman Project Manager
Todd Henderson Senior Vice President And Chief Risk Officer
Todd Henderson Senior Vice President And Chief Risk Officer
Todd Henderson Senior Vice President And Chief Risk Officer
Requires/Intent and 382 more Employees
Accounting Services
Online Advertising & SEO
Performance Tracking & KPI Analytics
Securities Trading & Brokerage
and more

3. Ohio National Financial Services

Industry: Financial Services

Location: Cincinnati, Ohio

Website: ohionational.com

Company Founded: 1909

Company Size: 1001-5000

Company Address: 1 Financial Way, Cincinnati, Ohio, United States

Ohio National Financial Services Contact Details

Name Title LinkedIn Phone Email
Cbec Jonathan Marshall General Agent
Jeffrey Ryan Regional Vice President
Tim Cowell Regional Vice President
Jessica Myers Manager, Talent Acquisition
Jessica Myers Manager, Talent Acquisition
Jessica Myers Manager, Talent Acquisition
Lon Peper Software Architect
Requires/Intent and 198 more Employees
Wealth Management
Compliance & Regulatory Advisory
Banking & Payment Processing
Risk Assessment & Mitigation
and more

4. Vantiv

Industry: Financial Services

Location: Cincinnati, Ohio

Website: vantiv.com

Company Founded: 1971

Company Size: 1001-5000

Company Address: 8500 Governors Hill Drive, Cincinnati, Ohio, United States

Vantiv Contact Details

Name Title LinkedIn Phone Email
Hussein Haile Regional Sales Manager
Hussein Haile Regional Sales Manager
Hussein Haile Regional Sales Manager
Glenn Merrick Leader, Critical Infrastructure And Data Centers
Brian Cottengim Vp, Technology And Solution Consulting, Vantiv Gaming Solutions
Bill Downey Senior Merchant Sales Executive
Bill Downey Senior Merchant Sales Executive
Requires/Intent and 219 more Employees
ESG & Sustainable Finance Consulting
Asset Management
Loan Origination & Servicing Platforms
and more

5. American Mortgage Service Company

Industry: Financial Services

Location: Cincinnati, Ohio

Company Founded: 1975

Company Size: 201-500

Company Address: 11503 Springfield Pike, Cincinnati, Ohio, United States

American Mortgage Service Company Contact Details

Name Title LinkedIn Phone Email
Kelley Hall Manager
Paul Wilson Senior Loan Officer
Sharon Morrissey Mortgage Loan Officer
Keith Kaufman Mortgage Loan Originator
Colleen Parsons Branch Manager
William Haley Mortgage Loan Officer
Tim Eickhoff Senior Loan Officer
Requires/Intent and 86 more Employees
Debt Collection & Recovery
Financial Auditing & Reporting
and more

6. Ohio National Financial Services

Industry: Financial Services

Location: Cincinnati, Ohio

Company Founded: 1909

Company Size: 51-200

Company Address: 1 Financial Way, Cincinnati, Ohio, United States

Ohio National Financial Services Contact Details

Name Title LinkedIn Phone Email
Jonathan Pape Advisor Services
Jonathan Pape Advisor Services
Jonathan Pape Advisor Services
Joe Evans Regional Vice President
Marley Johnson Senior Financial Reporting Analyst
Marley Johnson Senior Financial Reporting Analyst
Marley Johnson Senior Financial Reporting Analyst
Requires/Intent and 23 more Employees
Technology Consulting
Corporate Finance Strategy
Fraud Detection & Prevention
Customer Relationship Management (CRM)
ESG & Sustainable Finance Consulting
and more

7. Axcess Financial

Industry: Financial Services

Location: Cincinnati, Ohio

Website: axcess-financial.com

Company Founded: 1994

Company Size: 1001-5000

Company Address: 7755 Montgomery Road, Cincinnati, Ohio, United States

Axcess Financial Contact Details

Name Title LinkedIn Phone Email
Mike Owens Regional Operations Manager
Lisa Garrett District Director Of Operations
Ladonna Ross Store Manager
Siyuan Ren Senior Analyst
Siyuan Ren Senior Analyst
Siyuan Ren Senior Analyst
Tina Moore District Director Of Operations
Requires/Intent and 95 more Employees
IoT-enabled Smart Banking Solutions
Loan Origination & Servicing Platforms
ERP For Financial Institutions
and more

8. Ultimus Fund Solutions, Llc

Industry: Financial Services

Location: Cincinnati, Ohio

Website: ultimusfundsolutions.com

Company Founded: 1999

Company Size: 201-500

Company Address: 225 Pictoria Drive, Cincinnati, Ohio, United States

Ultimus Fund Solutions, Llc Contact Details

Name Title LinkedIn Phone Email
Chris Baird Vice President Of Dealer Services
Kara Baird Senior Vice President, Transfer Agent And Aml Officer
Bill Tomko Executive Vice President And Director Of Fund Servicing
Bill Tomko Executive Vice President And Director Of Fund Servicing
Bill Tomko Executive Vice President And Director Of Fund Servicing
Katie Yockey Vp, Sales Operat
Jerome Pella Senior Account Services Specialist
Requires/Intent and 40 more Employees
Marketing Services
AI-powered Financial Insights
API Integration For FinTech
Blockchain & Cryptocurrency Solutions
and more

9. 513 Capital

Industry: Financial Services

Location: Cincinnati, Ohio

Website: 513cap.com

Company Founded: 2017

Company Size: 1-10

Company Address: 7025 Euclid Avenue, Cincinnati, Ohio, United States

513 Capital Contact Details

Name Title LinkedIn Phone Email
Daniel Redlinger President And Founder
Daniel Redlinger President And Founder
Daniel Redlinger President And Founder
Requires/Intent
IoT-enabled Smart Banking Solutions
Data Analytics & Business Intelligence
Digital Payment & Subscription Solutions
Customer Relationship Management (CRM)
Fraud Detection & Prevention
and more

10. Fund Evaluation Group, Llc

Industry: Financial Services

Location: Cincinnati, Ohio

Website: feg.com

Company Founded: 1988

Company Size: 51-200

Company Address: 201 East 5th Street, Cincinnati, Ohio, United States

Fund Evaluation Group, Llc Contact Details

Name Title LinkedIn Phone Email
Scott Tabor Senior Vice President, Private Capital
Susan Fasig Managing Principal And Owner, Fund Evaluation Group
Gregory Houser Director Of Research
Gregory Houser Director Of Research
Gregory Houser Director Of Research
Doreen Fornash Reporting Analyst
Susan Hartanto Senior Compliance Analyst
Requires/Intent and 19 more Employees
ERP For Financial Institutions
Asset Management
Mergers & Acquisitions Advisory
Hedge Fund & Private Equity Consulting
Customer Relationship Management (CRM)
and more

11. Bahl & Gaynor Investment Counsel

Industry: Financial Services

Location: Cincinnati, Ohio

Website: bahl-gaynor.com

Company Founded: 1990

Company Size: 11-50

Bahl & Gaynor Investment Counsel Contact Details

Name Title LinkedIn Phone Email
Kip Heekin Principal And Portfolio Manager
Kip Heekin Principal And Portfolio Manager
Kip Heekin Principal And Portfolio Manager
Matthew Mccormick Vice President, Principal And Portfolio Manager
Connor Dowlin Portfolio Management And Equity Research Analyst Intern
Scott Rodes Vice President
Joan Mastin Portfolio Administrator
Requires/Intent and 3 more Employees
Marketing Services
Accounting Services
Branding & Public Relations
Financial Forecasting & Modeling
Cloud Computing Solutions
and more

12. Cooperative Business Services

Industry: Financial Services

Location: Cincinnati, Ohio

Website: cbscuso.com

Company Founded: 2003

Company Size: 51-200

Company Address: 8150 Corporate Park Drive, Cincinnati, Ohio, United States

Cooperative Business Services Contact Details

Name Title LinkedIn Phone Email
Joe Bajas Vice President, Commercial Lending Group
Joe Bajas Vice President, Commercial Lending Group
Joe Bajas Vice President, Commercial Lending Group
Andy Weingartner Chief Credit Officer
Andy Weingartner Chief Credit Officer
Andy Weingartner Chief Credit Officer
Haley George Business Development Administrator
Requires/Intent and 7 more Employees
Digital Payment & Subscription Solutions
Compliance & Regulatory Advisory
Legal Compliance & Advisory
and more

13. Callahan Financial

Industry: Financial Services

Location: Cincinnati, Ohio

Website: callahancincy.com

Company Size: 1-10

Callahan Financial Contact Details

Name Title LinkedIn Phone Email
Joseph Callahan Owner, Cfp
Joseph Callahan Owner, Cfp
Joseph Callahan Owner, Cfp
Requires/Intent
Legal Compliance & Advisory
Asset Management
Online Advertising & SEO
Corporate Finance Strategy
Insurance & Underwriting Services
and more

14. Cox Financial Corp.

Industry: Financial Services

Location: Cincinnati, Ohio

Website: coxfinco.com

Company Founded: 1973

Company Size: 11-50

Company Address: 105 East Fourth Street, Cincinnati, Ohio, United States

Cox Financial Corp. Contact Details

Name Title LinkedIn Phone Email
Mike Perkins Advisor
Mike Perkins Advisor
Mike Perkins Advisor
Requires/Intent
Insurance & Underwriting Services
Corporate Finance Strategy
Credit Rating & Analysis
Cybersecurity & Data Protection
and more

15. Touchstone Investments

Industry: Financial Services

Location: Cincinnati, Ohio

Website: touchstoneinvestments.com

Company Founded: 1994

Company Size: 51-200

Company Address: 303 Broadway, Cincinnati, Ohio, United States

Touchstone Investments Contact Details

Name Title LinkedIn Phone Email
Amy Fisher Managing Director; Retail Business Development
Amy Fisher Managing Director; Retail Business Development
Amy Fisher Managing Director; Retail Business Development
Steven Schumacher Regional Vice President
Cody Owens Institutional Business Development Analyst
Jeremy Brierley Compliance Officer
Jeremy Brierley Compliance Officer
Requires/Intent and 5 more Employees
Investment Advisory
Insurance & Underwriting Services
and more

16. General Electric Credit Union

Industry: Financial Services

Location: Cincinnati, Ohio

Website: gecreditunion.org

Company Founded: 1954

Company Size: 11-50

General Electric Credit Union Contact Details

Name Title LinkedIn Phone Email
Carolyn Davis Vice President Of Direct Marketing
Susan Lynch Manager
Susan Lynch Manager
Susan Lynch Manager
Sam Laudner Digital Services Specialist
Sam Laudner Digital Services Specialist
Sam Laudner Digital Services Specialist
Requires/Intent and 23 more Employees
Insurance & Underwriting Services
Fraud Detection & Prevention
Cybersecurity & Data Protection
and more

17. The Business Backer

Industry: Financial Services

Location: Cincinnati, Ohio

Website: businessbacker.com

Company Founded: 2007

Company Size: 51-200

Company Address: 10856 Reed Hartman Highway, Cincinnati, Ohio, United States

The Business Backer Contact Details

Name Title LinkedIn Phone Email
Keith Smith Section Manager Iii, Underwriting
Keith Smith Section Manager Iii, Underwriting
Keith Smith Section Manager Iii, Underwriting
Walter Stefanides Senior Funding Advisor
Walter Stefanides Senior Funding Advisor
Walter Stefanides Senior Funding Advisor
Yolanda Keith Underwriting Coordinator
Requires/Intent and 4 more Employees
Portfolio Management
Insurance & Underwriting Services
Fraud Detection & Prevention
Omnichannel Customer Support
and more

18. Eagle Realty Group

Industry: Financial Services

Location: Cincinnati, Ohio

Website: eaglerealtygroup.com

Company Size: 201-500

Company Address: 421 4th Street East, Cincinnati, Ohio, United States

Eagle Realty Group Contact Details

Name Title LinkedIn Phone Email
Mcrp Patrick E. Merten Project Manager
Mcrp Patrick E. Merten Project Manager
Mcrp Patrick E. Merten Project Manager
Amanda Outlaw Assistant Manager
Dan Baranowski Senior Asset Manager
Dan Baranowski Senior Asset Manager
Dan Baranowski Senior Asset Manager
Requires/Intent and 5 more Employees
IoT-enabled Smart Banking Solutions
Performance Tracking & KPI Analytics
Debt Collection & Recovery
Securities Trading & Brokerage
Digital Payment & Subscription Solutions
and more

19. Federal Home Loan Bank Of Cincinnati

Industry: Financial Services

Location: Cincinnati, Ohio

Company Founded: 1932

Company Size: 201-500

Federal Home Loan Bank Of Cincinnati Contact Details

Name Title LinkedIn Phone Email
Matt Rheude Senior Model Risk Analyst - Euc
Indrani Majumdar Test Analyst Ii
Indrani Majumdar Test Analyst Ii
Indrani Majumdar Test Analyst Ii
Andrew Dawson Technical Architect
Jake Norton Senior Application Developer
Dan Tully Chief Risk And Compliance Officer
Requires/Intent and 9 more Employees
Investment Advisory
IoT-enabled Smart Banking Solutions
Treasury & Cash Flow Management
Cloud Computing Solutions
Branding & Public Relations
and more

20. Lenovo Financial Services

Industry: Financial Services

Location: Cincinnati, Ohio

Website: lenovofs.com

Company Size: 51-200

Lenovo Financial Services Contact Details

Name Title LinkedIn Phone Email
Kevin Spillane Channel Account Manager
Requires/Intent
Business Strategy & Growth Consulting
Omnichannel Customer Support
Wealth Management
and more

21. 722 Redemption

Industry: Financial Services

Location: Cincinnati, Ohio

Website: 722redemption.com

Company Size: 11-50

722 Redemption Contact Details

Name Title LinkedIn Phone Email
Brandon Saylor Loan Originator
Steven Elmer Corporate Counsel
Steven Elmer Corporate Counsel
Steven Elmer Corporate Counsel
Dan Hatfield Sales Team Lead
Dan Hatfield Sales Team Lead
Dan Hatfield Sales Team Lead
Requires/Intent and 4 more Employees
Quality Control & Assurance
Hedge Fund & Private Equity Consulting
Digital Payment & Subscription Solutions
Omnichannel Customer Support
and more

22. Smartpay Leasing

Industry: Financial Services

Location: Cincinnati, Ohio

Website: smartpaylease.com

Company Founded: 2009

Company Size: 51-200

Company Address: 720 East Pete Rose Way, Cincinnati, Ohio, United States

Smartpay Leasing Contact Details

Name Title LinkedIn Phone Email
Thomas King National Field Sales Director
Laura Middendorf Chief Finance Officer
Laura Middendorf Chief Finance Officer
Laura Middendorf Chief Finance Officer
Edward Barry Field Sales Manager
Requires/Intent
Loan Origination & Servicing Platforms
Risk Assessment & Mitigation
and more

23. River City Mortgage: Full-service Mortgage Firm

Industry: Financial Services

Location: Cincinnati, Ohio

Website: rchomeloans.com

Company Founded: 2008

Company Size: 201-500

Company Address: 4555 West Lake Forest Drive, Cincinnati, Ohio, United States

River City Mortgage: Full-service Mortgage Firm Contact Details

Name Title LinkedIn Phone Email
Adam Beam Regional Loan Officer
Kyle Johnston Regional Manager And Loan Officer
Leslie Knox Regional Manager, Loan Officer Nmls# 1080225
John Kirch Intern
John Kirch Intern
John Kirch Intern
Steven Santa Regional Loan Officer
Requires/Intent
Credit Rating & Analysis
Wealth Management
and more

24. Toyota Financial Svc

Industry: Financial Services

Location: Cincinnati, Ohio

Website: toyotafcu.org

Company Size: 1-10

Company Address: 4501 Erskine Road, Cincinnati, Ohio, United States

Toyota Financial Svc Contact Details

Name Title LinkedIn Phone Email
Kahri Harrion Internship
Patrick Fisk Technical Product Owner
Jodi Thompson Quality Assurance Team Leader
Mitch Zimmerman Supervisor
Jesse Holland Team Leader
Pete Davis Manager
Paul York Loyalty Advocate
Requires/Intent and 14 more Employees
Data Analytics & Business Intelligence
Financial Auditing & Reporting
Legal Compliance & Advisory
and more

25. Wealthquest

Industry: Financial Services

Location: Cincinnati, Ohio

Website: wqcorp.com

Company Founded: 2006

Company Size: 11-50

Company Address: 50 East Business Way, Cincinnati, Ohio, United States

Wealthquest Contact Details

Name Title LinkedIn Phone Email
Michael Riney Wealth Management Advisor
Michael Riney Wealth Management Advisor
Michael Riney Wealth Management Advisor
James Oliger Senior Fund Analyst
James Oliger Senior Fund Analyst
James Oliger Senior Fund Analyst
Requires/Intent
Investment Advisory
Financial Planning & Retirement Solutions
Employee Training & Workforce Development
IoT-enabled Smart Banking Solutions
Tax Planning & Strategy
and more

26. Payoptions

Industry: Financial Services

Location: Cincinnati, Ohio

Website: payrolloption.com

Company Founded: 2011

Company Size: 11-50

Company Address: 10296 Springfield Pike, Cincinnati, Ohio, United States

Payoptions Contact Details

Name Title LinkedIn Phone Email
Ryan Mccullough President
Ryan Mccullough President
Ryan Mccullough President
Requires/Intent
Accounting Services
Insurance & Underwriting Services
Legal Compliance & Advisory
and more

27. Cng Financial

Industry: Financial Services

Location: Cincinnati, Ohio

Website: checkngo.com

Company Founded: 1994

Company Size: 1001-5000

Company Address: 7755 Montgomery Road, Cincinnati, Ohio, United States

Cng Financial Contact Details

Name Title LinkedIn Phone Email
Kimberly York Manager
Nancy Pelino Manager
Eduardo Valencia Director Of Store Operations
Danielle Cook Customer Service Representative
Theresa Luck Store Manager
Marisa Cole Manager
Jocelyn Hill Customer Service Representative
Requires/Intent and 163 more Employees
Risk Assessment & Mitigation
Performance Tracking & KPI Analytics
Technology Consulting
Financial Planning & Retirement Solutions
Quality Control & Assurance
and more

28. Verdant Commercial Capital

Industry: Financial Services

Location: Cincinnati, Ohio

Website: verdantcc.com

Company Size: 11-50

Company Address: 4540 Cooper Road, Cincinnati, Ohio, United States

Verdant Commercial Capital Contact Details

Name Title LinkedIn Phone Email
Joe Motzko Relationship Manager
Craig Crosby Vice President - Business Development
Dan Queenan Credit Manager
Kelly Wald Business Development Manager
Requires/Intent
Digital Payment & Subscription Solutions
Online Advertising & SEO
Mortgage & Loan Processing
Securities Trading & Brokerage
Debt Collection & Recovery
and more

29. Option Financial, Llc

Industry: Financial Services

Location: Cincinnati, Ohio

Website: optionfinancial.com

Company Founded: 2005

Company Size: 1-10

Company Address: 6551 Harrison Avenue, Cincinnati, Ohio, United States

Option Financial, Llc Contact Details

Name Title LinkedIn Phone Email
Joy Adams Mortgage Loan Processor
Joy Jackson Mortgage Loan Processor
Krista Fulmer Operations Manager
Krista Fulmer Operations Manager
Krista Fulmer Operations Manager
Jessica Croonquist Loan Officer Assistant
Melanie Eldridge Nmls #1695949 Loan Officer
Requires/Intent and 1 more Employees
Compliance & Regulatory Advisory
Corporate Finance Strategy
and more

30. Hedgefacts

Industry: Financial Services

Location: Cincinnati, Ohio

Website: hedgefacts.com

Company Size: 11-50

Company Address: 8180 Corporate Park Drive, Cincinnati, Ohio, United States

Hedgefacts Contact Details

Name Title LinkedIn Phone Email
Benjamin Scialom Software Engineer
Benjamin Scialom Software Engineer
Benjamin Scialom Software Engineer
Requires/Intent
Blockchain & Cryptocurrency Solutions
Performance Tracking & KPI Analytics
Loan Origination & Servicing Platforms
Securities Trading & Brokerage
Sales & Lead Generation Strategy
and more

31. Rapid Mortgage Company

Industry: Financial Services

Location: Cincinnati, Ohio

Website: rapidmortgagecompany.com

Company Founded: 2002

Company Size: 51-200

Company Address: 7870 East Kemper Road, Cincinnati, Ohio, United States

Rapid Mortgage Company Contact Details

Name Title LinkedIn Phone Email
Tom Eisenbraun Producing Branch Manager
Brandon Clayton Loan Partner
Brandon Clayton Loan Partner
Brandon Clayton Loan Partner
Thomas Mitchell Underwriter
Tracy Sturgill Processing And Funding Manager
Tracy Sturgill Processing And Funding Manager
Requires/Intent and 1 more Employees
Tax Planning & Strategy
Mortgage & Loan Processing
Mergers & Acquisitions Advisory
Wealth Management
Risk Assessment & Mitigation
and more

32. Predictive Resources, Llc

Industry: Financial Services

Location: Cincinnati, Ohio

Website: predictiveresources.com

Company Founded: 2013

Company Size: 1-10

Predictive Resources, Llc Contact Details

Name Title LinkedIn Phone Email
Aalu Kent Karnick Senior Life Underwriter
Jeff Wisnieski Medical Consultant
Lynn Larson Underwriter
Requires/Intent
Hedge Fund & Private Equity Consulting
Legal Compliance & Advisory
Asset Management
Online Advertising & SEO
and more

33. United Methodist Financial Credit Union, Inc

Industry: Financial Services

Location: Cincinnati, Ohio

Website: umethodist.com

Company Founded: 1939

Company Size: 11-50

Company Address: 431 Ohio Pike, Cincinnati, Ohio, United States

United Methodist Financial Credit Union, Inc Contact Details

Name Title LinkedIn Phone Email
Jason Fishburn Relationship Manager, Nmls: 1164975
Sharon Scheks Member Representative
Sharon Scheks Member Representative
Sharon Scheks Member Representative
Requires/Intent
AI-powered Financial Insights
Securities Trading & Brokerage
Branding & Public Relations
ERP For Financial Institutions
and more

34. The O.n. Equity Sales Company

Industry: Financial Services

Location: Cincinnati, Ohio

Website: joinonesco.com

Company Founded: 1968

Company Size: 11-50

Company Address: 1 Financial Way, Cincinnati, Ohio, United States

The O.n. Equity Sales Company Contact Details

Name Title LinkedIn Phone Email
Kyle Altenbern Registered Representative
Michael Webb General Securities Representative At The O.n Equity Sales Company
Matt Strife Suitability Manager
Matt Strife Suitability Manager
Matt Strife Suitability Manager
Matt Collins In-house Compliance Manager At Ohio National Financial Services
Barbara Turner President And Chief Operations Officer
Requires/Intent and 4 more Employees
Hedge Fund & Private Equity Consulting
Employee Training & Workforce Development
Tax Planning & Strategy
Accounting Services
and more

35. Cincinnati Police Federal Credit Union

Industry: Financial Services

Location: Cincinnati, Ohio

Website: copfcu.com

Company Founded: 1935

Company Size: 11-50

Company Address: 959 West 8th Street, Cincinnati, Ohio, United States

Cincinnati Police Federal Credit Union Contact Details

Name Title LinkedIn Phone Email
Lindsay Mcfelea Social Media Manager
Lindsay Mcfelea Social Media Manager
Lindsay Mcfelea Social Media Manager
Requires/Intent
Treasury & Cash Flow Management
Financial Auditing & Reporting
Business Strategy & Growth Consulting
IoT-enabled Smart Banking Solutions
Document Management & E-signature Solutions
and more

36. The Asset Advisory Group

Industry: Financial Services

Location: Cincinnati, Ohio

Website: taaginc.com

Company Founded: 1988

Company Size: 1-10

Company Address: 9200 Montgomery Road, Cincinnati, Ohio, United States

The Asset Advisory Group Contact Details

Name Title LinkedIn Phone Email
Michael Raidt Financial Advisor
Michael Raidt Financial Advisor
Michael Raidt Financial Advisor
Requires/Intent
Accounting Services
Legal Compliance & Advisory
and more

37. Cinfed Credit Union

Industry: Financial Services

Location: Cincinnati, Ohio

Website: cinfed.com

Company Founded: 1934

Company Size: 51-200

Company Address: 4801 Kennedy Avenue, Cincinnati, Ohio, United States

Cinfed Credit Union Contact Details

Name Title LinkedIn Phone Email
Katie Gutman Senior Teller
Katie Gutman Senior Teller
Katie Gutman Senior Teller
Emily Snyder Online Financial Service Representative Iii
Emily Snyder Online Financial Service Representative Iii
Emily Snyder Online Financial Service Representative Iii
Michael Planitz Collector
Requires/Intent and 10 more Employees
Quality Control & Assurance
Asset Management
and more

38. Luma Financial Technologies

Industry: Financial Services

Location: Cincinnati, Ohio

Website: lumafintech.com

Company Founded: 2018

Company Size: 51-200

Company Address: 425 Walnut Street, Cincinnati, Ohio, United States

Luma Financial Technologies Contact Details

Name Title LinkedIn Phone Email
Lucas Hennessey Senior Business Analyst
Jon Harris Devops Architect
Julie Morahan Senior Java Developer
Requires/Intent
Financial Forecasting & Modeling
Branding & Public Relations
Hedge Fund & Private Equity Consulting
Digital Payment & Subscription Solutions
and more

39. The Shuley Stevens Group

Industry: Financial Services

Location: Cincinnati, Ohio

Website: shuleystevensgroup.com

Company Size: 1-10

Company Address: 3805 Edwards Road, Cincinnati, Ohio, United States

The Shuley Stevens Group Contact Details

Name Title LinkedIn Phone Email
Wmcp Sean Murphy Director Of Financial Planning
Wmcp Sean Murphy Director Of Financial Planning
Wmcp Sean Murphy Director Of Financial Planning
Requires/Intent
Omnichannel Customer Support
ESG & Sustainable Finance Consulting
and more

40. Truepoint Wealth Counsel

Industry: Financial Services

Location: Cincinnati, Ohio

Website: truepointwealth.com

Company Founded: 1990

Company Size: 51-200

Company Address: 9999 Carver Road, Cincinnati, Ohio, United States

Truepoint Wealth Counsel Contact Details

Name Title LinkedIn Phone Email
Shelly Bailey Estate Planning Associate
Joseph Abraham Financial Planning Associate
Joseph Abraham Financial Planning Associate
Joseph Abraham Financial Planning Associate
Kim Jolly Financial Planning Associate
Requires/Intent
Quality Control & Assurance
Mortgage & Loan Processing
Omnichannel Customer Support
and more

41. First Financial Bank,

Industry: Financial Services

Location: Cincinnati, Ohio

Company Size: 11-50

First Financial Bank, Contact Details

Name Title LinkedIn Phone Email
Drew Hegi Commercial Loan Officer
Chris Johnson Market President
Teresa Craig Loan Operations Mortgage Specialist
Staysha Sisk Head Teller
Tiffany Ray Virtual Csr
Deanna Bailey Psd Loan Assistant
Ashley Meador Quality Control Specialist
Requires/Intent and 2 more Employees
Mergers & Acquisitions Advisory
Wealth Management
and more

42. Horter Investment Management, Llc

Industry: Financial Services

Location: Cincinnati, Ohio

Website: horterinvestment.com

Company Founded: 1991

Company Size: 11-50

Company Address: 11726 Seven Gables, Cincinnati, Ohio, United States

Horter Investment Management, Llc Contact Details

Name Title LinkedIn Phone Email
Thomas Mishoe Investment Advisor Representative
Jeremy Pizzolato Investment Advisor Representative
Jayne Fisher Iar Support
Requires/Intent
ESG & Sustainable Finance Consulting
Banking & Payment Processing
API Integration For FinTech
and more

43. Unifund Ccr Partners

Industry: Financial Services

Location: Cincinnati, Ohio

Website: unifund.com

Company Founded: 1986

Company Size: 51-200

Company Address: 10625 Techwoods Circle, Cincinnati, Ohio, United States

Unifund Ccr Partners Contact Details

Name Title LinkedIn Phone Email
Michael Kane It Manager, Inventory Excellence And Vendor Operations
Michael Kane It Manager, Inventory Excellence And Vendor Operations
Michael Kane It Manager, Inventory Excellence And Vendor Operations
Kristen Engelhardt Corporate Paralegal
Edward Groneman Qa Specialist
Jeff Rickman Legal Liaison
Requires/Intent
Online Advertising & SEO
Sales & Lead Generation Strategy
and more

44. Emery Federal Credit Union

Industry: Financial Services

Location: Cincinnati, Ohio

Company Founded: 1939

Company Size: 51-200

Company Address: 7890 East Kemper Road, Cincinnati, Ohio, United States

Emery Federal Credit Union Contact Details

Name Title LinkedIn Phone Email
Kevin Stricklin Senior Loan Officer
Steve Wellman Sales Manager
Sharon Haney Loan Officer
Laura Wallace Mortgage Loan Officer
John Bell Loan Officer
Emery Britt Scearce Business Development
Emery Britt Scearce Business Development
Requires/Intent and 1 more Employees
Online Advertising & SEO
API Integration For FinTech
HR & Talent Acquisition
Financial Forecasting & Modeling
and more

45. Innovative Student Loan Solutions

Industry: Financial Services

Location: Cincinnati, Ohio

Website: getfiducius.com

Company Founded: 2011

Company Size: 51-200

Company Address: 151 West 4th Street, Cincinnati, Ohio, United States

Innovative Student Loan Solutions Contact Details

Name Title LinkedIn Phone Email
Jonathan Tracy Senior Support Services Manager
Jonathan Tracy Senior Support Services Manager
Jonathan Tracy Senior Support Services Manager
Kayla Rechtin Senior Renewal Services Representative
Stuart Smylie Founder And Chief Executive Officer
Requires/Intent
Omnichannel Customer Support
Portfolio Management
Investment Advisory
Cloud Computing Solutions
Treasury & Cash Flow Management
and more

46. Federal Home Loan Bank Of Cincinnati

Industry: Financial Services

Location: Cincinnati, Ohio

Website: fhlbcin.com

Company Founded: 1932

Company Size: 201-500

Company Address: 221 East 4th Street, Cincinnati, Ohio, United States

Federal Home Loan Bank Of Cincinnati Contact Details

Name Title LinkedIn Phone Email
Laura Schack Credit Risk Lead
Tyler Walker Mortgage Purchase Program Operations Officer
Tyler Walker Mortgage Purchase Program Operations Officer
Tyler Walker Mortgage Purchase Program Operations Officer
Drew Sheehan Senior Credit Risk Analyst
Katherine Scott Intern
Requires/Intent
Quality Control & Assurance
Employee Training & Workforce Development
Treasury & Cash Flow Management
Sales & Lead Generation Strategy
Business Strategy & Growth Consulting
and more

47. The Innova Financial Group

Industry: Financial Services

Location: Cincinnati, Ohio

Company Size: 11-50

Company Address: 7755 Montgomery Road, Cincinnati, Ohio, United States

The Innova Financial Group Contact Details

Name Title LinkedIn Phone Email
Connor Corbett Financial Services Professional
Connor Corbett Financial Services Professional
Connor Corbett Financial Services Professional
Requires/Intent
Customer Relationship Management (CRM)
Financial Planning & Retirement Solutions
Accounting Services
Data Analytics & Business Intelligence
and more

48. Robert Louis Capital

Industry: Financial Services

Location: Cincinnati, Ohio

Website: robertlouiscapital.com

Company Founded: 2005

Company Size: 11-50

Company Address: 2245 Gilbert Avenue, Cincinnati, Ohio, United States

Robert Louis Capital Contact Details

Name Title LinkedIn Phone Email
Alfred Stovall Commercial Finance Advisor
Rickey Green Senior Vice President
Requires/Intent
Business Strategy & Growth Consulting
Cybersecurity & Data Protection
Securities Trading & Brokerage
Mobile App Development For Financial Services
and more

49. The North Side Bank & Trust Company

Industry: Financial Services

Location: Cincinnati, Ohio

Website: northsidebankandtrust.com

Company Founded: 1891

Company Size: 51-200

Company Address: 4125 Hamilton Avenue, Cincinnati, Ohio, United States

The North Side Bank & Trust Company Contact Details

Name Title LinkedIn Phone Email
Christopher Graner Vice President, Trust Officer At The North Side Bank And Trust Company
Sarah Brown Branch Manager And Assistant Vice President
Sarah Brown Branch Manager And Assistant Vice President
Sarah Brown Branch Manager And Assistant Vice President
Jeremy Parker Assistant Branch Manager
Jeremy Parker Assistant Branch Manager
Jeremy Parker Assistant Branch Manager
Requires/Intent and 5 more Employees
Sales & Lead Generation Strategy
Business Strategy & Growth Consulting
Risk Assessment & Mitigation
Asset Management
Automation & Workflow Optimization
and more

50. Ojm Group

Industry: Financial Services

Location: Cincinnati, Ohio

Website: ojmgroup.com

Company Founded: 2007

Company Size: 11-50

Company Address: 8044 Montgomery Road, Cincinnati, Ohio, United States

Ojm Group Contact Details

Name Title LinkedIn Phone Email
Lynn Lukey Underwriting Coordinator
Lynn Lukey Underwriting Coordinator
Lynn Lukey Underwriting Coordinator
John Kelly Financial Advisor
Requires/Intent
Mortgage & Loan Processing
Cloud Computing Solutions
ERP For Financial Institutions
Risk Assessment & Mitigation
and more

51. Foster & Motley, Inc.

Industry: Financial Services

Location: Cincinnati, Ohio

Website: fosterandmotley.com

Company Founded: 1996

Company Size: 11-50

Company Address: 7755 Montgomery Road, Cincinnati, Ohio, United States

Foster & Motley, Inc. Contact Details

Name Title LinkedIn Phone Email
Betsy Wolking Marketing Coordinator And Client Service Specialist
Jennifer Rourke Client Service Specialist
Requires/Intent
Securities Trading & Brokerage
Fraud Detection & Prevention
Customer Relationship Management (CRM)
and more

52. Premier Social Security Consulting

Industry: Financial Services

Location: Cincinnati, Ohio

Website: premiersocialsecurityconsulting.com

Company Founded: 2010

Company Size: 1-10

Company Address: 7361 East Kemper Road, Cincinnati, Ohio, United States

Premier Social Security Consulting Contact Details

Name Title LinkedIn Phone Email
Jim Blair Social Security Consultant
Jim Blair Social Security Consultant
Jim Blair Social Security Consultant
Requires/Intent
Corporate Finance Strategy
Investment Advisory
and more

53. Eukles Wealth Management

Industry: Financial Services

Location: Cincinnati, Ohio

Website: euklesam.com

Company Founded: 2011

Company Size: 1-10

Company Address: 425 Walnut Street, Cincinnati, Ohio, United States

Eukles Wealth Management Contact Details

Name Title LinkedIn Phone Email
Casey Lysaght Wealth Manager, Marketing Director For Greater Cincinnati
Requires/Intent
Insurance & Underwriting Services
Tax Planning & Strategy
Mobile App Development For Financial Services
Automation & Workflow Optimization
Technology Consulting
and more

54. Mid-american Financial

Industry: Financial Services

Location: Cincinnati, Ohio

Website: midamericanfinancial.com

Company Founded: 2004

Company Size: 11-50

Company Address: 11260 Chester Road, Cincinnati, Ohio, United States

Mid-american Financial Contact Details

Name Title LinkedIn Phone Email
Phillip Henderson Senior Mortgage Advisor And Compliance Manager Nmls 56286
Mark Zoller Financial Representative
Kevin Brown Mortgage Broker
Requires/Intent
Fraud Detection & Prevention
AI-powered Financial Insights
and more

55. Larmann Financial

Industry: Financial Services

Location: Cincinnati, Ohio

Website: larmannfinancial.com

Company Founded: 1959

Company Size: 1-10

Company Address: 7424 Jager Court, Cincinnati, Ohio, United States

Larmann Financial Contact Details

Name Title LinkedIn Phone Email
Tom Nickol Employee Benefits Planner
Melanie Jacobsen Retirement Plan Specialist
Requires/Intent
Technology Consulting
Branding & Public Relations
Fraud Detection & Prevention
Risk Assessment & Mitigation
and more

56. Retirement Matters

Industry: Financial Services

Location: Cincinnati, Ohio

Website: retirement-matters.co.uk

Company Founded: 1993

Company Size: 1-10

Company Address: 10 East Sharon Road, Cincinnati, Ohio, United States

Retirement Matters Contact Details

Name Title LinkedIn Phone Email
Tim Wells Retirement Specialist, Financial Planner, Investment Advisor, And Founder And Chief Executive Officer Of Retirement Matters
Tim Wells Retirement Specialist, Financial Planner, Investment Advisor, And Founder And Chief Executive Officer Of Retirement Matters
Tim Wells Retirement Specialist, Financial Planner, Investment Advisor, And Founder And Chief Executive Officer Of Retirement Matters
Diane Press Client Services Manager
Diane Press Client Services Manager
Diane Press Client Services Manager
Requires/Intent
Branding & Public Relations
Hedge Fund & Private Equity Consulting
Risk Management & Compliance
Quality Control & Assurance
and more

57. Integrated Financial Network

Industry: Financial Services

Location: Cincinnati, Ohio

Website: ifnmidwest.com

Company Size: 11-50

Company Address: 9987 Carver Road, Cincinnati, Ohio, United States

Integrated Financial Network Contact Details

Name Title LinkedIn Phone Email
Lutcf Lonn V. Harkey Financial Services
Requires/Intent
Portfolio Management
Branding & Public Relations
ERP For Financial Institutions
Tax Planning & Strategy
Accounting Services
and more

58. Unified Capital Solutions

Industry: Financial Services

Location: Cincinnati, Ohio

Company Founded: 2012

Company Size: 11-50

Unified Capital Solutions Contact Details

Name Title LinkedIn Phone Email
Maria Murillo Benefits Counselor
Requires/Intent
Compliance & Regulatory Advisory
Cloud Computing Solutions
Banking & Payment Processing
Tax Planning & Strategy
and more

59. 9258 Wealth Management

Industry: Financial Services

Location: Cincinnati, Ohio

Website: 9258wealth.com

Company Founded: 2018

Company Size: 11-50

Company Address: 4420 Cooper Road, Cincinnati, Ohio, United States

9258 Wealth Management Contact Details

Name Title LinkedIn Phone Email
Scot Cone Executive Vice President
Scot Cone Executive Vice President
Scot Cone Executive Vice President
Clayton Reynolds Vice President Investments
Clayton Reynolds Vice President Investments
Clayton Reynolds Vice President Investments
Requires/Intent
ESG & Sustainable Finance Consulting
Business Strategy & Growth Consulting
Automation & Workflow Optimization
Data Analytics & Business Intelligence
ERP For Financial Institutions
and more

60. Emery Federal Financial Services

Industry: Financial Services

Location: Cincinnati, Ohio

Website: emeryfcu.org

Company Founded: 1939

Company Size: 11-50

Company Address: 7890 East Kemper Road, Cincinnati, Ohio, United States

Emery Federal Financial Services Contact Details

Name Title LinkedIn Phone Email
David Crum Associate Loan Officer
Christian Davenport Senior Mortgage Broker
Christian Davenport Senior Mortgage Broker
Martin Smith Loan Officer
Martin Smith Loan Officer
Martin Smith Loan Officer
Kelly Taylor Lo
Requires/Intent and 2 more Employees
Hedge Fund & Private Equity Consulting
Online Advertising & SEO
Fraud Detection & Prevention
AI-powered Financial Insights
Performance Tracking & KPI Analytics
and more

61. Dinergy Wealth Management

Industry: Financial Services

Location: Cincinnati, Ohio

Website: dinergywealth.com

Company Founded: 2016

Company Size: 1-10

Company Address: 3700 Park 42 Drive, Cincinnati, Ohio, United States

Dinergy Wealth Management Contact Details

Name Title LinkedIn Phone Email
Tim Fitzharris Chief Investment Officer
Tim Fitzharris Chief Investment Officer
Requires/Intent
Data Analytics & Business Intelligence
Employee Training & Workforce Development
and more

62. Creative Retirement Systems

Industry: Financial Services

Location: Cincinnati, Ohio

Company Founded: 1970

Company Size: 11-50

Company Address: 25 Merchant Street, Cincinnati, Ohio, United States

Creative Retirement Systems Contact Details

Name Title LinkedIn Phone Email
Celeste Ouellet Retirement Plan Consultant
Apa Tina Dollins Retirement Plan Consultant
Christine Engleman 401k Administrator
Christine Engleman 401k Administrator
Christine Engleman 401k Administrator
Requires/Intent
Accounting Services
Document Management & E-signature Solutions
Financial Forecasting & Modeling
and more

63. Legacy Financial Group, Llc

Industry: Financial Services

Location: Cincinnati, Ohio

Website: financiallegacygroup.com

Company Size: 11-50

Company Address: 4600 Mcauley Place, Cincinnati, Ohio, United States

Legacy Financial Group, Llc Contact Details

Name Title LinkedIn Phone Email
Kyle Zoellner Managing Member
Requires/Intent
Treasury & Cash Flow Management
Portfolio Management
Fraud Detection & Prevention
and more

64. Lafayette Life Insurance Company

Industry: Financial Services

Location: Cincinnati, Ohio

Website: llic.com

Company Size: 51-200

Company Address: 301 4th Street East, Cincinnati, Ohio, United States

Lafayette Life Insurance Company Contact Details

Name Title LinkedIn Phone Email
Paul Fugere Life Insurance Agent
Allen Baird Sr, Programmer Analyst
Greg Mitchell Senior Vice President And Chief Financial Officer
Jim Hudson Operations Manager
Lank Debra Customer Service
Jennifer Moore Senior Pension Administrator Iii
Roger Bell Assistant Vice President Sales Development
Requires/Intent and 10 more Employees
HR & Talent Acquisition
Asset Management
and more

65. Wealth Dimensions Group, Ltd

Industry: Financial Services

Location: Cincinnati, Ohio

Website: wealthdimensions.com

Company Founded: 1986

Company Size: 1-10

Company Address: 7870 East Kemper Road, Cincinnati, Ohio, United States

Wealth Dimensions Group, Ltd Contact Details

Name Title LinkedIn Phone Email
Tyler Vogelpohl Client Service Representative
Donna Knoles Client Services
Requires/Intent
Legal Compliance & Advisory
Business Strategy & Growth Consulting
Financial Auditing & Reporting
Marketing Services
Debt Collection & Recovery
and more

66. Sibcy Cline Mortgage Services

Industry: Financial Services

Location: Cincinnati, Ohio

Website: sibcyclinemortgageservices.com

Company Founded: 1983

Company Size: 11-50

Company Address: 8044 Montgomery Road, Cincinnati, Ohio, United States

Sibcy Cline Mortgage Services Contact Details

Name Title LinkedIn Phone Email
Chuck Koller Senior Loan Consultant - Nmls #54102
Doug Travis Senior Loan Officer
Doug Travis Senior Loan Officer
Doug Travis Senior Loan Officer
Requires/Intent
Accounting Services
Business Strategy & Growth Consulting
and more

67. Financial Management

Industry: Financial Services

Location: Cincinnati, Ohio

Website: twpteam.com

Company Founded: 1989

Company Size: 51-200

Company Address: 4665 Cornell Road, Cincinnati, Ohio, United States

Financial Management Contact Details

Name Title LinkedIn Phone Email
Charlie Loucks President
Robert Keeler Bitcoin Consultant
Denzel Brown Finance
Bryan Froning Financial Advisor At Financial Management Group, Inc
Mona Broussard Administrative Assistant
Peggy Little Office Assistant
Keith Jackson Owner
Requires/Intent
IoT-enabled Smart Banking Solutions
Digital Payment & Subscription Solutions
API Integration For FinTech
ERP For Financial Institutions
AI-powered Financial Insights
and more

68. The Financial Network Group ,ltd.

Industry: Financial Services

Location: Cincinnati, Ohio

Website: simplymoney.net

Company Founded: 1994

Company Size: 11-50

Company Address: 7890 East Kemper Road, Cincinnati, Ohio, United States

The Financial Network Group ,ltd. Contact Details

Name Title LinkedIn Phone Email
Kimberly Rickman-wilson Client Service Specialist
Kimberly Rickman-wilson Client Service Specialist
Kimberly Rickman-wilson Client Service Specialist
Robert Pascarell Senior Vice President
Michelle Mcdermott Analyst
Kyung Bai Economic Security Assistant
Mike Kozma Editor
Requires/Intent and 5 more Employees
Blockchain & Cryptocurrency Solutions
Tax Planning & Strategy
and more

69. Clarify Wealth Management, Inc.

Industry: Financial Services

Location: Cincinnati, Ohio

Website: clarifywealth.com

Company Size: 1-10

Company Address: 50 East Business Way, Cincinnati, Ohio, United States

Clarify Wealth Management, Inc. Contact Details

Name Title LinkedIn Phone Email
Awma Chad Baxter Financial Advisor
Adam Lisowsky Director Of Financial Planning
Requires/Intent
Cloud Computing Solutions
IoT-enabled Smart Banking Solutions
Financial Planning & Retirement Solutions
Automation & Workflow Optimization
and more

70. Autodriver

Industry: Financial Services

Location: Cincinnati, Ohio

Website: autodriver.com

Company Founded: 2004

Company Size: 11-50

Company Address: 1718 Rogers Street, Cincinnati, Ohio, United States

Autodriver Contact Details

Name Title LinkedIn Phone Email
Nancy Laymann Financial Advisor
Requires/Intent
Insurance & Underwriting Services
Mortgage & Loan Processing
and more

71. Winters Financial Group

Industry: Financial Services

Location: Cincinnati, Ohio

Website: wintersfinancialgroup.com

Company Size: 1-10

Company Address: 3341 Harrison Avenue, Cincinnati, Ohio, United States

Winters Financial Group Contact Details

Name Title LinkedIn Phone Email
Kelly Saunders Administrative Assistant And Receptionist
Requires/Intent
Banking & Payment Processing
Automation & Workflow Optimization
Customer Relationship Management (CRM)
and more

72. Skipjack Financial Services

Industry: Financial Services

Location: Cincinnati, Ohio

Website: skipjack.com

Company Founded: 1997

Company Size: 11-50

Skipjack Financial Services Contact Details

Name Title LinkedIn Phone Email
Jason Kloeker Team Lead
Requires/Intent
Quality Control & Assurance
Cloud Computing Solutions
Marketing Services
HR & Talent Acquisition
Financial Planning & Retirement Solutions
and more

73. Benchmark Investment Advisors

Industry: Financial Services

Location: Cincinnati, Ohio

Website: benchmark-wealth.com

Company Founded: 2012

Company Size: 1-10

Company Address: 4755 Lake Forest Drive, Cincinnati, Ohio, United States

Benchmark Investment Advisors Contact Details

Name Title LinkedIn Phone Email
Charity Helvie Paraplanner
Requires/Intent
Financial Forecasting & Modeling
Asset Management
Treasury & Cash Flow Management
Investment Advisory
AI-powered Financial Insights
and more

74. Center For Wealth Management

Industry: Financial Services

Location: Cincinnati, Ohio

Website: centerforwealthmanagement.com

Company Size: 1-10

Company Address: 4355 Ferguson Drive, Cincinnati, Ohio, United States

Center For Wealth Management Contact Details

Name Title LinkedIn Phone Email
Brad Howard Financial Consultant
Requires/Intent
Mobile App Development For Financial Services
AI-powered Financial Insights
and more

75. Lenox Wealth Management

Industry: Financial Services

Location: Cincinnati, Ohio

Website: lenoxwealth.com

Company Founded: 1887

Company Size: 11-50

Company Address: 8044 Montgomery Road, Cincinnati, Ohio, United States

Lenox Wealth Management Contact Details

Name Title LinkedIn Phone Email
Rachel Phan Relationship Manager
Requires/Intent
Automation & Workflow Optimization
HR & Talent Acquisition
and more

76. Amberjack Group

Industry: Financial Services

Location: Cincinnati, Ohio

Company Size: 1-10

Company Address: 1360 Herschel Avenue, Cincinnati, Ohio, United States

Amberjack Group Contact Details

Name Title LinkedIn Phone Email
Christopher Ball Private Investor
Requires/Intent
Document Management & E-signature Solutions
Financial Planning & Retirement Solutions
and more

77. Homeowners Financial

Industry: Financial Services

Location: Cincinnati, Ohio

Company Size: 1-10

Company Address: 11750 Commons Drive, Cincinnati, Ohio, United States

Homeowners Financial Contact Details

Name Title LinkedIn Phone Email
Jennifer Rehnberg Mortgage Underwriter
Requires/Intent
Performance Tracking & KPI Analytics
Risk Management & Compliance
Mergers & Acquisitions Advisory
Business Strategy & Growth Consulting
Financial Auditing & Reporting
and more

78. Saxon Financial Services

Industry: Financial Services

Location: Cincinnati, Ohio

Website: saxonconsultants.com

Company Size: 11-50

Company Address: 9636 Cincinnati Columbus Road, Cincinnati, Ohio, United States

Saxon Financial Services Contact Details

Name Title LinkedIn Phone Email
Lori Kreyling Individual Benefit Specialist
Requires/Intent
Loan Origination & Servicing Platforms
Customer Relationship Management (CRM)
API Integration For FinTech
Mobile App Development For Financial Services
and more

79. Epic Financial Funding,llc

Industry: Financial Services

Location: Cincinnati, Ohio

Website: energyfunding123.com

Company Founded: 2004

Company Size: 11-50

Company Address: 12057 Crestfield Court, Cincinnati, Ohio, United States

Epic Financial Funding,llc Contact Details

Name Title LinkedIn Phone Email
Francis Yebesi Managing Director - Africa
Requires/Intent
Risk Management & Compliance
Data Analytics & Business Intelligence
Tax Planning & Strategy
and more

80. W&s Financial Group Distributors

Industry: Financial Services

Location: Cincinnati, Ohio

Website: wsfinancialpartners.com

Company Size: 201-500

Company Address: 303 Broadway Street, Cincinnati, Ohio, United States

W&s Financial Group Distributors Contact Details

Name Title LinkedIn Phone Email
Garapati Nagendra Etl Informatica Developer
Garapati Nagendra Etl Informatica Developer
Garapati Nagendra Etl Informatica Developer
Heidi Miller-wilson Manager
Requires/Intent
Hedge Fund & Private Equity Consulting
Credit Rating & Analysis
Mortgage & Loan Processing
and more

81. Cfo Resource Group

Industry: Financial Services

Location: Cincinnati, Ohio

Website: cfo-rg.com

Company Founded: 2005

Company Size: 11-50

Company Address: 425 Walnut Street, Cincinnati, Ohio, United States

Cfo Resource Group Contact Details

Name Title LinkedIn Phone Email
Kelly Fischer Controller
Kelly Fischer Controller
Requires/Intent
Compliance & Regulatory Advisory
Business Strategy & Growth Consulting
and more

82. Retirement Plan Advisors, Ltd

Industry: Financial Services

Location: Cincinnati, Ohio

Website: retirementplanadvisorsltd.com

Company Founded: 2000

Company Size: 1-10

Company Address: 9467 Montgomery Road, Cincinnati, Ohio, United States

Retirement Plan Advisors, Ltd Contact Details

Name Title LinkedIn Phone Email
Lauren Advisor Investment Advisor Representative
Requires/Intent
Asset Management
Financial Planning & Retirement Solutions
Debt Collection & Recovery
Tax Planning & Strategy
and more

83. The Benchmark Escrow And Title Agency Llc

Industry: Financial Services

Location: Cincinnati, Ohio

Website: thebenchmarktitle.com

Company Size: 1-10

Company Address: 8150 Corporate Park Drive, Cincinnati, Ohio, United States

The Benchmark Escrow And Title Agency Llc Contact Details

Name Title LinkedIn Phone Email
Kristie Dunn Title Processor
Kristie Dunn Title Processor
Kristie Dunn Title Processor
Gwen Rogers Office Assistant
Requires/Intent
Investment Advisory
Data Analytics & Business Intelligence
and more

84. Sterling Buying Group

Industry: Financial Services

Location: Cincinnati, Ohio

Website: sterlingbuyinggroup.com

Company Founded: 2006

Company Size: 1-10

Sterling Buying Group Contact Details

Name Title LinkedIn Phone Email
Nichole Day Merchant Processing Consultant
George Schlick Account Executive
Scott Depew Merchant Processing Consultant
Scott Depew Merchant Processing Consultant
Scott Depew Merchant Processing Consultant
Requires/Intent
IoT-enabled Smart Banking Solutions
ESG & Sustainable Finance Consulting
Insurance & Underwriting Services
Investment Advisory
and more

85. Freeman Heyne

Industry: Financial Services

Location: Cincinnati, Ohio

Website: freemanheyne.com

Company Size: 11-50

Company Address: 10250 Alliance Road, Cincinnati, Ohio, United States

Freeman Heyne Contact Details

Name Title LinkedIn Phone Email
Mark Rowlands Principal
Rex Points Senior Client Relationship Manager
Requires/Intent
Compliance & Regulatory Advisory
Debt Collection & Recovery
and more

86. Cincinnati Healthcare Associates Federal Credit Union

Industry: Financial Services

Location: Cincinnati, Ohio

Website: healfcu.org

Company Size: 1-10

Cincinnati Healthcare Associates Federal Credit Union Contact Details

Name Title LinkedIn Phone Email
Rick Williams President And Chief Executive Officer
Requires/Intent
IoT-enabled Smart Banking Solutions
Financial Forecasting & Modeling
Legal Compliance & Advisory
Credit Rating & Analysis
Compliance & Regulatory Advisory
and more

87. Hills Property Management

Industry: Financial Services

Location: Cincinnati, Ohio

Website: hillsinc.com

Company Founded: 1993

Company Size: 11-50

Company Address: 4901 Hunt Road, Cincinnati, Ohio, United States

Hills Property Management Contact Details

Name Title LinkedIn Phone Email
Nichole Wineinger Leasing Manager
Requires/Intent
Mergers & Acquisitions Advisory
Employee Training & Workforce Development
Branding & Public Relations
Blockchain & Cryptocurrency Solutions
and more

88. New Horizons Credit Union

Industry: Financial Services

Location: Cincinnati, Ohio

Website: newhorizonscu.com

Company Size: 11-50

Company Address: 637 Vine Street, Cincinnati, Ohio, United States

New Horizons Credit Union Contact Details

Name Title LinkedIn Phone Email
Crystal Davis Call Center Representative
Jessica Geris Member Service Representative
Camaree Settles Member Service Representative
Camaree Settles Member Service Representative
Camaree Settles Member Service Representative
Requires/Intent
Wealth Management
Compliance & Regulatory Advisory
and more

89. Hengehold Capital Management Llc

Industry: Financial Services

Location: Cincinnati, Ohio

Website: hengeholdcapital.com

Company Founded: 1990

Company Size: 11-50

Company Address: 6116 Harrison Avenue, Cincinnati, Ohio, United States

Hengehold Capital Management Llc Contact Details

Name Title LinkedIn Phone Email
Angelo Dimarzio Wealth Advisor | Cfa , Cpa
Angelo Dimarzio Wealth Advisor | Cfa , Cpa
Angelo Dimarzio Wealth Advisor | Cfa , Cpa
Diane Vaught Operations Assistant
Requires/Intent
Mortgage & Loan Processing
Securities Trading & Brokerage
and more

90. Priority Financial Group, Llc

Industry: Financial Services

Location: Cincinnati, Ohio

Website: pfgoh.com

Company Founded: 2009

Company Size: 11-50

Company Address: 10101 Alliance Road, Cincinnati, Ohio, United States

Priority Financial Group, Llc Contact Details

Name Title LinkedIn Phone Email
Brian Doyle Sales
Brian Doyle Sales
Brian Doyle Sales
Lora Wasko Appointment Setter
Requires/Intent
Tax Planning & Strategy
Mortgage & Loan Processing
Securities Trading & Brokerage
Mobile App Development For Financial Services
and more

91. Bad Girl Ventures, Inc.

Industry: Financial Services

Location: Cincinnati, Ohio

Website: badgirlventures.com

Company Founded: 2010

Company Size: 1-10

Company Address: P/o Box 556, Cincinnati, Ohio, United States

Bad Girl Ventures, Inc. Contact Details

Name Title LinkedIn Phone Email
Kevin Huck Finance Manager
Requires/Intent
Financial Forecasting & Modeling
Blockchain & Cryptocurrency Solutions
Digital Payment & Subscription Solutions
Marketing Services
and more

92. Alliance Mortgage Group

Industry: Financial Services

Location: Cincinnati, Ohio

Company Size: 11-50

Alliance Mortgage Group Contact Details

Name Title LinkedIn Phone Email
Brian Szabo Owner
Nick Zeik President At Alliance Mortgage Group
Clara Barcala-gomez Mortgage Broker
Clara Barcala-gomez Mortgage Broker
Timothy Welch Director Of Operations
Erica Hale Senior Loan Processor
Requires/Intent
Treasury & Cash Flow Management
Securities Trading & Brokerage
and more

93. Holtz Agency

Industry: Financial Services

Location: Cincinnati, Ohio

Website: holtzagency.com

Company Founded: 1951

Company Size: 51-200

Company Address: 4015 Executive Park Drive, Cincinnati, Ohio, United States

Holtz Agency Contact Details

Name Title LinkedIn Phone Email
David Rigney Rga And Mga
David Rigney Rga And Mga
David Rigney Rga And Mga
Requires/Intent
Sales & Lead Generation Strategy
Credit Rating & Analysis
and more

94. Pfsc Inc

Industry: Financial Services

Location: Cincinnati, Ohio

Website: pfscinc.com

Company Size: 1-10

Company Address: 2813 Gilbert Avenue, Cincinnati, Ohio, United States

Pfsc Inc Contact Details

Name Title LinkedIn Phone Email
Carol Miller Processor
Christian Metzler Financial Account Specialist
Requires/Intent
Risk Assessment & Mitigation
Risk Management & Compliance
Technology Consulting
and more

95. Forest Park Auto Repair

Industry: Financial Services

Location: Cincinnati, Ohio

Company Size: 1-10

Company Address: 524 West Sharon Road, Cincinnati, Ohio, United States

Forest Park Auto Repair Contact Details

Name Title LinkedIn Phone Email
Margaret Jorgensen Know Jane Specken
Requires/Intent
ESG & Sustainable Finance Consulting
Employee Training & Workforce Development
and more

96. Digitalunderwriter.com Llc

Industry: Financial Services

Location: Cincinnati, Ohio

Website: digitalunderwriter.com

Company Founded: 2012

Company Size: 1001-5000

Company Address: 4851 Imperial Drive, Cincinnati, Ohio, United States

Digitalunderwriter.com Llc Contact Details

Name Title LinkedIn Phone Email
Lance Leduke Vice President Of Ops
Requires/Intent
Document Management & E-signature Solutions
Performance Tracking & KPI Analytics
Automation & Workflow Optimization
Mergers & Acquisitions Advisory
and more

97. Onlinecollegeplanning.com

Industry: Financial Services

Location: Cincinnati, Ohio

Website: onlinecollegeplanning.com

Company Founded: 2016

Company Size: 11-50

Company Address: 4015 Executive Park Drive, Cincinnati, Ohio, United States

Onlinecollegeplanning.com Contact Details

Name Title LinkedIn Phone Email
Andrea Funkhouser Director Of Operations
Requires/Intent
Customer Relationship Management (CRM)
Financial Planning & Retirement Solutions
Asset Management
Sales & Lead Generation Strategy
and more

98. Navian Capital

Industry: Financial Services

Location: Cincinnati, Ohio

Website: naviancapital.com

Company Founded: 2005

Company Size: 11-50

Navian Capital Contact Details

Name Title LinkedIn Phone Email
Brady Beals Director, Product Management
Brady Beals Director, Product Management
Brady Beals Director, Product Management
Requires/Intent
Compliance & Regulatory Advisory
Customer Relationship Management (CRM)
Mobile App Development For Financial Services
and more

99. 1taxfinancial

Industry: Financial Services

Location: Cincinnati, Ohio

Website: 1taxfinancial.com

Company Founded: 2007

Company Size: 1-10

Company Address: 5931 Beacraft Avenue, Cincinnati, Ohio, United States

1taxfinancial Contact Details

Name Title LinkedIn Phone Email
Clare Fazackerley Owner
Clare Fazackerley Owner
Clare Fazackerley Owner
Requires/Intent
Wealth Management
Portfolio Management
AI-powered Financial Insights
Branding & Public Relations
Financial Forecasting & Modeling
and more

100. Cullen Investment Group

Industry: Financial Services

Location: Cincinnati, Ohio

Website: culleninvestmentgroup.com

Company Size: 1-10

Cullen Investment Group Contact Details

Name Title LinkedIn Phone Email
Lacey Meche Assistant Sales
Requires/Intent
Hedge Fund & Private Equity Consulting
Employee Training & Workforce Development
ESG & Sustainable Finance Consulting
Debt Collection & Recovery
Securities Trading & Brokerage
and more
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Cincinnati Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Jamie Rice Fifth Third Bank Area Sales Manager
2 Rishabh Gulati Fifth Third Bank Data Integration And Etl Architect
3 Rishabh Gulati Fifth Third Bank Data Integration And Etl Architect
4 Rishabh Gulati Fifth Third Bank Data Integration And Etl Architect
5 Peter Sutor Fifth Third Bank Loan Officer
6 Miranda Boland Fifth Third Bank Retail Personal Banker
7 Miranda Boland Fifth Third Bank Retail Personal Banker
8 Brad Couch Western & Southern Financial Group Area Manager
9 Seth Hoover Western & Southern Financial Group Staff Manager
10 Michael Barone Western & Southern Financial Group Manager Customer Service
11 Cassandra Zimmerman Western & Southern Financial Group Project Manager
12 Todd Henderson Western & Southern Financial Group Senior Vice President And Chief Risk Officer
13 Todd Henderson Western & Southern Financial Group Senior Vice President And Chief Risk Officer
14 Todd Henderson Western & Southern Financial Group Senior Vice President And Chief Risk Officer
15 Cbec Jonathan Marshall Ohio National Financial Services General Agent
16 Jeffrey Ryan Ohio National Financial Services Regional Vice President
17 Tim Cowell Ohio National Financial Services Regional Vice President
18 Jessica Myers Ohio National Financial Services Manager, Talent Acquisition
19 Jessica Myers Ohio National Financial Services Manager, Talent Acquisition
20 Jessica Myers Ohio National Financial Services Manager, Talent Acquisition
21 Lon Peper Ohio National Financial Services Software Architect
22 Hussein Haile Vantiv Regional Sales Manager
23 Hussein Haile Vantiv Regional Sales Manager
24 Hussein Haile Vantiv Regional Sales Manager
25 Glenn Merrick Vantiv Leader, Critical Infrastructure And Data Centers
26 Brian Cottengim Vantiv Vp, Technology And Solution Consulting, Vantiv Gaming Solutions
27 Bill Downey Vantiv Senior Merchant Sales Executive
28 Bill Downey Vantiv Senior Merchant Sales Executive
29 Kelley Hall American Mortgage Service Company Manager
30 Paul Wilson American Mortgage Service Company Senior Loan Officer
31 Sharon Morrissey American Mortgage Service Company Mortgage Loan Officer
32 Keith Kaufman American Mortgage Service Company Mortgage Loan Originator
33 Colleen Parsons American Mortgage Service Company Branch Manager
34 William Haley American Mortgage Service Company Mortgage Loan Officer
35 Tim Eickhoff American Mortgage Service Company Senior Loan Officer
36 Jonathan Pape Ohio National Financial Services Advisor Services
37 Jonathan Pape Ohio National Financial Services Advisor Services
38 Jonathan Pape Ohio National Financial Services Advisor Services
39 Joe Evans Ohio National Financial Services Regional Vice President
40 Marley Johnson Ohio National Financial Services Senior Financial Reporting Analyst

Financial Services companies in different cities of Ohio

No. Industry Number of Contacts Download
1 Financial services Companies in Columbus 12992
2 Financial services Companies in Cleveland 12992
3 Financial services Companies in Dayton 1856
4 Financial services Companies in Akron 4176
5 Financial services Companies in Dublin 5104
6 Financial services Companies in Toledo 464
7 Financial services Companies in Westerville 1856
8 Financial services Companies in Westlake 2320
9 Financial services Companies in Independence 1856
10 Financial services Companies in Maumee 464
11 Financial services Companies in Beachwood 1392
12 Financial services Companies in Canton 1856
13 Financial services Companies in Mason 928
14 Financial services Companies in Oxford 928
15 Financial services Companies in Solon 464