Top 20 Financial Services Companies in Dayton

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Below is the list of Top 20 Financial Services Companies in Dayton ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Dayton

1. Ebs Asset Management

Industry: Financial Services

Location: Dayton, Ohio

Website: ebs-asset.com

Company Founded: 1993

Company Size: 11-50

Company Address: 10100 Innovation Drive, Dayton, Ohio, United States

Ebs Asset Management Contact Details

Name Title LinkedIn Phone Email
Rob Suttman President
Rob Suttman President
Rob Suttman President
Dawn Warrick Director Of People Operations And Development
Dawn Warrick Director Of People Operations And Development
Dawn Warrick Director Of People Operations And Development
Melinda Eubel Chief Financial Officer
Requires/Intent and 5 more Employees
Branding & Public Relations
Automation & Workflow Optimization
Insurance & Underwriting Services
and more

2. Strategy & Resources Llc

Industry: Financial Services

Location: Dayton, Ohio

Website: strategyandresources.com

Company Founded: 2015

Company Size: 1-10

Company Address: 200 East Valley Pike, Dayton, Ohio, United States

Strategy & Resources Llc Contact Details

Name Title LinkedIn Phone Email
Scott Casson Partner
Marty Miller Partner
Pete Giger Project Management And Business Analysis Consultant
Requires/Intent
ESG & Sustainable Finance Consulting
Cloud Computing Solutions
Investment Advisory
Portfolio Management
and more

3. Lendly, Llc

Industry: Financial Services

Location: Dayton, Ohio

Website: getlendly.com

Company Founded: 2019

Company Size: 51-200

Company Address: 105 Sugar Camp Circle, Dayton, Ohio, United States

Lendly, Llc Contact Details

Name Title LinkedIn Phone Email
Jessica Rowe Director Of Performance Marketing
Angela Mccord Program Manager
Requires/Intent
Sales & Lead Generation Strategy
Automation & Workflow Optimization
and more

4. Mla Companies

Industry: Financial Services

Location: Dayton, Ohio

Website: mlacompanies.com

Company Founded: 2006

Company Size: 11-50

Company Address: 15 West 4th, Dayton, Ohio, United States

Mla Companies Contact Details

Name Title LinkedIn Phone Email
Jason Harris Principal Consultant
Alan Baker Principal Financial Advisory Mla Companies
Alan Baker Principal Financial Advisory Mla Companies
Alan Baker Principal Financial Advisory Mla Companies
Brianna Morgan Administrator Clerk-intern
Brianna Morgan Administrator Clerk-intern
Brianna Morgan Administrator Clerk-intern
Requires/Intent
Mobile App Development For Financial Services
Online Advertising & SEO
Banking & Payment Processing
Treasury & Cash Flow Management
and more

5. Buckingham Financial Group

Industry: Financial Services

Location: Dayton, Ohio

Website: buckinghamfinancial.com

Company Founded: 1987

Company Size: 11-50

Company Address: 6856 Loop Road, Dayton, Ohio, United States

Buckingham Financial Group Contact Details

Name Title LinkedIn Phone Email
Elizabeth Esarey Cpa
Elizabeth Esarey Cpa
Elizabeth Esarey Cpa
Allen Thuma Portfolio Manager And Research Analyst
Allen Thuma Portfolio Manager And Research Analyst
Allen Thuma Portfolio Manager And Research Analyst
Kamran Hanif Mortgage Banker
Requires/Intent
Data Analytics & Business Intelligence
Sales & Lead Generation Strategy
and more

6. Citizens Home Loans Of America

Industry: Financial Services

Location: Dayton, Ohio

Website: ctzhomeloans.com

Company Founded: 2008

Company Size: 11-50

Company Address: 7601 Paragon Road, Dayton, Ohio, United States

Citizens Home Loans Of America Contact Details

Name Title LinkedIn Phone Email
Herb Crms Senior Loan Officer
Herb Crms Senior Loan Officer
Herb Crms Senior Loan Officer
Requires/Intent
Technology Consulting
Fraud Detection & Prevention
and more

7. Greater Allen A.m.e. Church

Industry: Financial Services

Location: Dayton, Ohio

Company Size: 11-50

Company Address: 1620 West 5th Street, Dayton, Ohio, United States

Greater Allen A.m.e. Church Contact Details

Name Title LinkedIn Phone Email
Mark Deas Security Officer
Requires/Intent
IoT-enabled Smart Banking Solutions
Investment Advisory
Corporate Finance Strategy
and more

8. Heartland Federal Credit Union

Industry: Financial Services

Location: Dayton, Ohio

Website: thinkheartland.com

Company Founded: 1935

Company Size: 11-50

Company Address: 3400 Office Park Drive, Dayton, Ohio, United States

Heartland Federal Credit Union Contact Details

Name Title LinkedIn Phone Email
Cassie Ewing Director Of Corporate Operations
Cassie Ewing Director Of Corporate Operations
Cassie Ewing Director Of Corporate Operations
Requires/Intent
Technology Consulting
Data Analytics & Business Intelligence
Financial Forecasting & Modeling
Banking & Payment Processing
and more

9. Lifeplan Financial Group, Inc.

Industry: Financial Services

Location: Dayton, Ohio

Website: lifeplanfg.com

Company Founded: 1989

Company Size: 1-10

Company Address: 10050 Innovation Drive, Dayton, Ohio, United States

Lifeplan Financial Group, Inc. Contact Details

Name Title LinkedIn Phone Email
Jenna Clericus Executive Assistant At Lifeplan Financial Group, Inc
Jenna Clericus Executive Assistant At Lifeplan Financial Group, Inc
Jenna Clericus Executive Assistant At Lifeplan Financial Group, Inc
Requires/Intent
Accounting Services
Banking & Payment Processing
Hedge Fund & Private Equity Consulting
ESG & Sustainable Finance Consulting
Performance Tracking & KPI Analytics
and more

10. Apex Capital Management

Industry: Financial Services

Location: Dayton, Ohio

Website: apexcm.com

Company Size: 1-10

Company Address: 8163 Old Yankee Road, Dayton, Ohio, United States

Apex Capital Management Contact Details

Name Title LinkedIn Phone Email
Seulkee Park Operations Manager
Nadiya Lutskiv Operations Manager And Investor Relations
Oka Midori Administrative Assistant
Requires/Intent
API Integration For FinTech
ESG & Sustainable Finance Consulting
Fraud Detection & Prevention
Financial Planning & Retirement Solutions
AI-powered Financial Insights
and more

11. Strategy & Resources Llc

Industry: Financial Services

Location: Dayton, Ohio

Website: strategyresources.com

Company Founded: 2015

Company Size: 1-10

Company Address: 200 East Valley Pike, Dayton, Ohio, United States

Strategy & Resources Llc Contact Details

Name Title LinkedIn Phone Email
Dave Miller Client Services Coordinator
Requires/Intent
API Integration For FinTech
Financial Auditing & Reporting
Portfolio Management
Marketing Services
Corporate Finance Strategy
and more

12. Anderson Financial Strategies, Llc

Industry: Financial Services

Location: Dayton, Ohio

Website: andersonfinancialstrategies.com

Company Founded: 2012

Company Size: 1-10

Anderson Financial Strategies, Llc Contact Details

Name Title LinkedIn Phone Email
Tim Brown Director - Retirement Plans
Requires/Intent
Insurance & Underwriting Services
Fraud Detection & Prevention
Financial Planning & Retirement Solutions
and more

13. Jessup Wealth Management Inc

Industry: Financial Services

Location: Dayton, Ohio

Website: jessupwealthmanagement.com

Company Founded: 2009

Company Size: 1-10

Company Address: 35 Park Avenue, Dayton, Ohio, United States

Jessup Wealth Management Inc Contact Details

Name Title LinkedIn Phone Email
Kelci Corrigan Branch Operations Manager
Kelci Corrigan Branch Operations Manager
Kelci Corrigan Branch Operations Manager
Requires/Intent
Wealth Management
Digital Payment & Subscription Solutions
and more

14. Dayton Firefighters Federal Credit Union

Industry: Financial Services

Location: Dayton, Ohio

Website: dffcu.org

Company Size: 11-50

Company Address: 338 South Patterson Boulevard, Dayton, Ohio, United States

Dayton Firefighters Federal Credit Union Contact Details

Name Title LinkedIn Phone Email
Dave Schoenung Chief Information Officer
Dave Schoenung Chief Information Officer
Dave Schoenung Chief Information Officer
John Smith Board Member
Requires/Intent
Branding & Public Relations
Marketing Services
Fraud Detection & Prevention
Risk Management & Compliance
Cybersecurity & Data Protection
and more

15. Covenant Planning & Wealth Management

Industry: Financial Services

Location: Dayton, Ohio

Website: covenantplanning.com

Company Founded: 2019

Company Size: 1-10

Company Address: 1800 Lyons Road, Dayton, Ohio, United States

Covenant Planning & Wealth Management Contact Details

Name Title LinkedIn Phone Email
Todd Brown Insurance Broker Specialist
Todd Brown Insurance Broker Specialist
Todd Brown Insurance Broker Specialist
Requires/Intent
Online Advertising & SEO
Quality Control & Assurance
Automation & Workflow Optimization
and more

16. Technical Advisory Group

Industry: Financial Services

Location: Dayton, Ohio

Company Size: 1-10

Company Address: 131 North Ludlow Street, Dayton, Ohio, United States

Technical Advisory Group Contact Details

Name Title LinkedIn Phone Email
Rhonda Viktora Advisor Service Associate
Requires/Intent
Loan Origination & Servicing Platforms
Quality Control & Assurance
and more

17. Standard Register Federal Credit Union

Industry: Financial Services

Location: Dayton, Ohio

Website: stdregfcu.org

Company Founded: 1936

Company Size: 11-50

Company Address: 175 Campbell Street, Dayton, Ohio, United States

Standard Register Federal Credit Union Contact Details

Name Title LinkedIn Phone Email
Odessa Perry Assistant Mayor
Requires/Intent
IoT-enabled Smart Banking Solutions
Tax Planning & Strategy
Loan Origination & Servicing Platforms
Risk Management & Compliance
Automation & Workflow Optimization
and more
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Dayton Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Rob Suttman Ebs Asset Management President
2 Rob Suttman Ebs Asset Management President
3 Rob Suttman Ebs Asset Management President
4 Dawn Warrick Ebs Asset Management Director Of People Operations And Development
5 Dawn Warrick Ebs Asset Management Director Of People Operations And Development
6 Dawn Warrick Ebs Asset Management Director Of People Operations And Development
7 Melinda Eubel Ebs Asset Management Chief Financial Officer
8 Scott Casson Strategy & Resources Llc Partner
9 Marty Miller Strategy & Resources Llc Partner
10 Pete Giger Strategy & Resources Llc Project Management And Business Analysis Consultant
11 Jessica Rowe Lendly, Llc Director Of Performance Marketing
12 Angela Mccord Lendly, Llc Program Manager
13 Jason Harris Mla Companies Principal Consultant
14 Alan Baker Mla Companies Principal Financial Advisory Mla Companies
15 Alan Baker Mla Companies Principal Financial Advisory Mla Companies
16 Alan Baker Mla Companies Principal Financial Advisory Mla Companies
17 Brianna Morgan Mla Companies Administrator Clerk-intern
18 Brianna Morgan Mla Companies Administrator Clerk-intern
19 Brianna Morgan Mla Companies Administrator Clerk-intern
20 Elizabeth Esarey Buckingham Financial Group Cpa
21 Elizabeth Esarey Buckingham Financial Group Cpa
22 Elizabeth Esarey Buckingham Financial Group Cpa
23 Allen Thuma Buckingham Financial Group Portfolio Manager And Research Analyst
24 Allen Thuma Buckingham Financial Group Portfolio Manager And Research Analyst
25 Allen Thuma Buckingham Financial Group Portfolio Manager And Research Analyst
26 Kamran Hanif Buckingham Financial Group Mortgage Banker
27 Herb Crms Citizens Home Loans Of America Senior Loan Officer
28 Herb Crms Citizens Home Loans Of America Senior Loan Officer
29 Herb Crms Citizens Home Loans Of America Senior Loan Officer
30 Mark Deas Greater Allen A.m.e. Church Security Officer
31 Cassie Ewing Heartland Federal Credit Union Director Of Corporate Operations
32 Cassie Ewing Heartland Federal Credit Union Director Of Corporate Operations
33 Cassie Ewing Heartland Federal Credit Union Director Of Corporate Operations
34 Jenna Clericus Lifeplan Financial Group, Inc. Executive Assistant At Lifeplan Financial Group, Inc
35 Jenna Clericus Lifeplan Financial Group, Inc. Executive Assistant At Lifeplan Financial Group, Inc
36 Jenna Clericus Lifeplan Financial Group, Inc. Executive Assistant At Lifeplan Financial Group, Inc
37 Seulkee Park Apex Capital Management Operations Manager
38 Nadiya Lutskiv Apex Capital Management Operations Manager And Investor Relations
39 Oka Midori Apex Capital Management Administrative Assistant
40 Dave Miller Strategy & Resources Llc Client Services Coordinator

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