Top 100 Financial Services Companies in Indianapolis

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

Financial Services Companies in Indianapolis

1. Oneamerica

Industry: Financial Services

Location: Indianapolis, Indiana

Website: oneamerica.com

Company Founded: 1877

Company Size: 1001-5000

Company Address: 1 American Square, Indianapolis, Indiana, United States

Oneamerica Contact Details

Name Title LinkedIn Phone Email
Bryan Mccorkel It Business Operations At Oneamerica
Suzanne Harris Talent Acquisition Manager
Lisa Herron Manager Internal Sales-career And Independent Brokerage
Jackie Salmon A.s.a., M.a.a.a., Esop National Practice Leader
Kevin Fisher Regional Sales Director
Steven Lynch Vice President National Sales And Service, Employee Benefits Division
Michele Steele Vice President Enterprise Strategy
Requires/Intent and 976 more Employees
Loan Origination & Servicing Platforms
Securities Trading & Brokerage
Financial Auditing & Reporting
Omnichannel Customer Support
and more

2. Westpoint Financial Group

Industry: Financial Services

Location: Indianapolis, Indiana

Website: westpointfinancialgroup.com

Company Size: 201-500

Company Address: 900 East 96th Street, Indianapolis, Indiana, United States

Westpoint Financial Group Contact Details

Name Title LinkedIn Phone Email
Ali Ramsland Director Of Campus Recruiting
Michael Reed Partner At Westpoint Financial Group - Top Places To Work In Indiana 9 Consecutive Years
Christopher Jackson Financial Planner
Jonathan Cagle Partner, Financial Advisor
Greg Mcroberts Managing Partner
Brice Lantz Financial Advisor
Jim Patton Financial Advisor
Requires/Intent and 87 more Employees
Debt Collection & Recovery
Customer Relationship Management (CRM)
Tax Planning & Strategy
and more

3. Mjw Financial

Industry: Financial Services

Location: Indianapolis, Indiana

Website: mjwfinancial.com

Company Founded: 2008

Company Size: 11-50

Mjw Financial Contact Details

Name Title LinkedIn Phone Email
Aaron Feeney Whoneedsamortgage Senior Loan Officer
Taylor Studebaker Senior Mortgage Loan Officer
Zach Weddle Senior Mortgage Loan Officer
Chris Pisano Senior Mortgage Banker
Dexter Hinkley Mortgage Loan Originator
Scott Kinnett Senior Loan Officer
Nicole Thomas Mortgage Loan Officer
Requires/Intent and 16 more Employees
Cloud Computing Solutions
Business Strategy & Growth Consulting
Document Management & E-signature Solutions
Legal Compliance & Advisory
and more

4. Royal United Mortgage

Industry: Financial Services

Location: Indianapolis, Indiana

Website: royalunitedmortgage.com

Company Founded: 2008

Company Size: 201-500

Company Address: 7999 Knue Road, Indianapolis, Indiana, United States

Royal United Mortgage Contact Details

Name Title LinkedIn Phone Email
Justin Murphy Mis And It System Administrator
D Scott Clarke Director
Charbel Salako Loan Advisor
William Jones Post-closing Specialist
Amy Allee Mortgage Underwriter
Phillip Whiteman Mortgage Loan Officer
Amanda Roberts Underwriter
Requires/Intent and 137 more Employees
Branding & Public Relations
Hedge Fund & Private Equity Consulting
API Integration For FinTech
and more

5. Elements Financial

Industry: Financial Services

Location: Indianapolis, Indiana

Website: elements.org

Company Founded: 1930

Company Size: 51-200

Company Address: 225 South East Street, Indianapolis, Indiana, United States

Elements Financial Contact Details

Name Title LinkedIn Phone Email
Julie Bowering Vice President Mortgage Lending And Business Development, Elements Financial Federal Credit Union
Lisa Schlehuber Chief Executive Officer
Ryan Sebree Branch Manager
Ashlie Dew Assistant Vice President, Private Client Services
Karla Chevrie Mortgage Sales Manager
Quentin Girten Financial Solutions Expert
Cude Charles Akinbola Lead Branch Manager
Requires/Intent and 96 more Employees
Accounting Services
Omnichannel Customer Support
and more

6. Valeo Financial Advisors Llc

Industry: Financial Services

Location: Indianapolis, Indiana

Website: valeofinancial.com

Company Founded: 2003

Company Size: 51-200

Company Address: 9450 North Meridian Street, Indianapolis, Indiana, United States

Valeo Financial Advisors Llc Contact Details

Name Title LinkedIn Phone Email
Parker Maxwell Financial Advisor
Matt Jarvis Financial Advisor
John Trott Financial Advisor
Ric Seaver Financial Advisor
Chris Turean Financial Advisor
Nick Fohrer Financial Advisor
J.p Wyand Financial Advisor
Requires/Intent and 36 more Employees
Customer Relationship Management (CRM)
Financial Auditing & Reporting
and more

7. Indiana Public Retirement System

Industry: Financial Services

Location: Indianapolis, Indiana

Company Founded: 1921

Company Size: 51-200

Company Address: 1 North Capitol, Indianapolis, Indiana, United States

Indiana Public Retirement System Contact Details

Name Title LinkedIn Phone Email
Kara Rambough Continuous Improvement And Strategic Initiatives Specialist
Paula Akers Accountant Iii
Steve Russo Executive Director
Scott Bastin Internal Auditor
Joy Smith Director Of Human Resources
Michael Morris Customer Service Representative
Suvarna Chhajed-vinze Director Of Finance
Requires/Intent and 69 more Employees
Financial Forecasting & Modeling
Customer Relationship Management (CRM)
Data Analytics & Business Intelligence
Cloud Computing Solutions
ERP For Financial Institutions
and more

8. National Equipment Leasing

Industry: Financial Services

Location: Indianapolis, Indiana

Website: nationalequipmentleasing.com

Company Founded: 1998

Company Size: 1-10

Company Address: 9801 Fall Creek Road, Indianapolis, Indiana, United States

National Equipment Leasing Contact Details

Name Title LinkedIn Phone Email
Charles Clfp President, Owner
Kathryn Hetrick Associate
Requires/Intent
Portfolio Management
Tax Planning & Strategy
and more

9. Indiana Business Advisors

Industry: Financial Services

Location: Indianapolis, Indiana

Website: indianabusinessadvisors.com

Company Founded: 1981

Company Size: 11-50

Company Address: 9333 North Meridian, Indianapolis, Indiana, United States

Indiana Business Advisors Contact Details

Name Title LinkedIn Phone Email
Chelsea Vanhoecke Marketing Director
Jeff Farren Certified Merger And Acquisition Advisor | Transaction Engagement Leader
Larry Metzing Senior Partner
Len Fulkerson Senior Business Broker
Gary Rapp Senior Business Broker
Steve Pierce Cpa And M And A Specialist And Senior Business Broker And Business Intermediary
Scott Wilson Business Broker
Requires/Intent and 4 more Employees
Financial Planning & Retirement Solutions
Debt Collection & Recovery
Blockchain & Cryptocurrency Solutions
Branding & Public Relations
and more

10. Ovadya Venture Capital, Inc.

Industry: Financial Services

Location: Indianapolis, Indiana

Website: ovadyafunding.com

Company Founded: 2005

Company Size: 11-50

Ovadya Venture Capital, Inc. Contact Details

Name Title LinkedIn Phone Email
G.d Bowling Chief Connections Officer And Executive Assistant To The Chief Executive Officer
Joseph Olive Petroleum Products Specialist
Ann Avis Executive Assistant To Chief Executive Officer
Ariel Elianan Relationship Acquisition Associate
Requires/Intent
Online Advertising & SEO
Digital Payment & Subscription Solutions
and more

11. Nyhart

Industry: Financial Services

Location: Indianapolis, Indiana

Website: nyhart.com

Company Founded: 1943

Company Size: 51-200

Company Address: 8415 Allison Pointe Boulevard, Indianapolis, Indiana, United States

Nyhart Contact Details

Name Title LinkedIn Phone Email
Nitin Ainani Application Developer
Ledjon Ceca Software Developer
Jill Moore Visual Designer
Holly Clark Client Service Supervisor
Michael Jessup Actuarial Analyst
Kristie Ertel 401 Consultant
Garrett Morrill Actuarial Analyst
Requires/Intent and 59 more Employees
API Integration For FinTech
AI-powered Financial Insights
Treasury & Cash Flow Management
Mergers & Acquisitions Advisory
Investment Advisory
and more

12. Oak Street Funding

Industry: Financial Services

Location: Indianapolis, Indiana

Website: oakstreetfunding.com

Company Founded: 2003

Company Size: 51-200

Company Address: 8888 Keystone Crossing, Indianapolis, Indiana, United States

Oak Street Funding Contact Details

Name Title LinkedIn Phone Email
Eric Moore Vp, Strategic Markets Sales
Adam Farag Vice President, Strategic Markets
Kirsten Bayer-petras Executive Sales Director
Sharon Robbins Chief Marketing Officer
Aidreen Hart Graphic Designer, Marketing Communicator, Elearning Developer
Matthew Ruffing Account Manager
Mike Branigan Senior Underwriter
Requires/Intent and 38 more Employees
Blockchain & Cryptocurrency Solutions
Cybersecurity & Data Protection
Digital Payment & Subscription Solutions
and more

13. Fnex

Industry: Financial Services

Location: Indianapolis, Indiana

Website: fnex.com

Company Founded: 2012

Company Size: 1-10

Fnex Contact Details

Name Title LinkedIn Phone Email
Todd Ryden Founder, Chief Executive Officer
Loren Heger Managing Principal
Christy Vavra Director Of Compliance
Requires/Intent
Data Analytics & Business Intelligence
Mortgage & Loan Processing
IoT-enabled Smart Banking Solutions
Cybersecurity & Data Protection
and more

14. Pension Fund Of The Christian Church

Industry: Financial Services

Location: Indianapolis, Indiana

Company Founded: 1895

Company Size: 11-50

Company Address: P/o Box 6251, Indianapolis, Indiana, United States

Pension Fund Of The Christian Church Contact Details

Name Title LinkedIn Phone Email
Emily Frische Senior Vice President And Chief Marketing Officer, Client Relations
James Kubecki Data Architect
Chad Robinson Senior Vice President Of Information Technology
Melissa Poe Lead Processor
Rick Mahoney Assistant Vice President Of Technology
Meagan Miller Director Of Marketing
Sharon Coleman Senior Vice President Of Operations And Corporate Secretary
Requires/Intent and 13 more Employees
HR & Talent Acquisition
Compliance & Regulatory Advisory
and more

15. Stonegate Mortgage Corporation (nyse: Sgm)

Industry: Financial Services

Location: Indianapolis, Indiana

Website: stonegatemtg.com

Company Founded: 2005

Company Size: 10001+

Company Address: 9190 Priority Way West Drive West, Indianapolis, Indiana, United States

Stonegate Mortgage Corporation (nyse: Sgm) Contact Details

Name Title LinkedIn Phone Email
Lisa Rogers Evp, Loan Origination
Amy Dunn Mortgage Advisor
Chris Cosgrove Mortgage Banker
Claude Belt Assistant Vice President, Technology Operations, It Business Process
Kelly Gagliano Account Executive
Robert Bray Final Documents Manager
Jeanie Watkins Assistant Vice President Correspondent Credit Review
Requires/Intent and 91 more Employees
Risk Assessment & Mitigation
Financial Auditing & Reporting
and more

16. Horizon Planning Group

Industry: Financial Services

Location: Indianapolis, Indiana

Website: horizonplanninggroup.com

Company Size: 51-200

Company Address: 9000 Keystone Crossing, Indianapolis, Indiana, United States

Horizon Planning Group Contact Details

Name Title LinkedIn Phone Email
Ben Seefeldt Financial Representative
Chip Stapleton Director Of Training, Financial Advisor
Sunday Robert-eze Managing Director
Chris Mackenzie Financial Representative
Kevin Bell President
Daniel Payntor Financial Advisor
Cal Frye Financial Services Representative
Requires/Intent and 17 more Employees
Marketing Services
Financial Planning & Retirement Solutions
Investment Advisory
and more

17. Oneindiana Financial Group, A General Agency With The Companies Of Oneamerica

Industry: Financial Services

Location: Indianapolis, Indiana

Website: oneindianafinancial.com

Company Size: 11-50

Company Address: 9102 North Meridian Street, Indianapolis, Indiana, United States

Oneindiana Financial Group, A General Agency With The Companies Of Oneamerica Contact Details

Name Title LinkedIn Phone Email
Deanna Conerly Financial Representative
Raymond Young Financial Representative
Rodolfo Bustamante Career Agent
Tyler Bensen Financial Advisor
Barrett Fisher Financial Advisor And Sales Director
Deane Jefford Financial Advisor
Steve Dyson Financial Representative
Requires/Intent and 9 more Employees
Banking & Payment Processing
Blockchain & Cryptocurrency Solutions
Tax Planning & Strategy
and more

18. Coastal Credit Llc

Industry: Financial Services

Location: Indianapolis, Indiana

Website: coastalcreditllc.com

Company Founded: 1987

Company Size: 51-200

Coastal Credit Llc Contact Details

Name Title LinkedIn Phone Email
Frank Sanchez Director Of Collections
Damon Mills Senior Manager-collections
John Thomas It Adminastrator
Jw Biddle Recovery Manager
Gregory Entrican Senior Business Developer
Bob Byrnes Controller
Jennifer Davis-fink Vice President Of It Portfolio Management
Requires/Intent and 25 more Employees
Tax Planning & Strategy
Financial Forecasting & Modeling
Document Management & E-signature Solutions
Risk Management & Compliance
Insurance & Underwriting Services
and more

19. Indiana Pacers

Industry: Financial Services

Location: Indianapolis, Indiana

Company Size: 201-500

Company Address: 300 East Market Street, Indianapolis, Indiana, United States

Indiana Pacers Contact Details

Name Title LinkedIn Phone Email
Nic Hendrix Consumer Sales Executive
Lindy Thackston Emcee
Hannah Quinn Corporate Ticket Sales Manager
Jared Bartling Assistant Video Coordinator And Player Development
Hansen Wong Manager G-league And International Scouting
Bryan Bailey Camera Operator
Chris Patton Producer Editor
Requires/Intent and 18 more Employees
Banking & Payment Processing
Risk Assessment & Mitigation
Financial Forecasting & Modeling
Asset Management
and more

20. Sanctuary Wealth

Industry: Financial Services

Location: Indianapolis, Indiana

Website: sanctuarywealth.com

Company Founded: 2018

Company Size: 51-200

Company Address: 250 West 96th Street, Indianapolis, Indiana, United States

Sanctuary Wealth Contact Details

Name Title LinkedIn Phone Email
Jack Mccormack Chief Information Officer
Jim Dickson Chief Executive Officer And Founder
Chris Cooke Independent Business Owner Of Cooke Financial Group Of Sanctuary Wealth Partners
Samantha Melching Operations Manager
M Breeze Krumm Director, Wealth Management Operations
Ellie Jensen Summer Intern
Requires/Intent
Debt Collection & Recovery
Performance Tracking & KPI Analytics
Cybersecurity & Data Protection
and more

21. Premiere Credit Of North America

Industry: Financial Services

Location: Indianapolis, Indiana

Website: premierecredit.com

Company Founded: 1999

Company Size: 201-500

Company Address: 2002 Wellesley Boulevard, Indianapolis, Indiana, United States

Premiere Credit Of North America Contact Details

Name Title LinkedIn Phone Email
Dustin Dubree Senior Collections Manager Ii
Rafal Werbanowski Director Of It Applications
James Carter Unit Collection Manager
Kyle Seeley Client Relationship Specialist And Client Services Team Lead
Alison Petty Administrative Wage Garnishment And Support Unit Collections Manager
John Parks It Helpdesk Technician
Kacey Stachowiak Corporate Trainer
Requires/Intent and 146 more Employees
Digital Payment & Subscription Solutions
Portfolio Management
Securities Trading & Brokerage
IoT-enabled Smart Banking Solutions
and more

22. Diehl Mortgage Training And Compliance

Industry: Financial Services

Location: Indianapolis, Indiana

Website: diehl1.com

Company Founded: 1983

Company Size: 11-50

Company Address: 11216 Fall Creek Road, Indianapolis, Indiana, United States

Diehl Mortgage Training And Compliance Contact Details

Name Title LinkedIn Phone Email
Scott Weghorst President | Nmls Licensing Training | Fha Training | Mortgage Industry Compliance Training
Requires/Intent
Mergers & Acquisitions Advisory
Data Analytics & Business Intelligence
Technology Consulting
Performance Tracking & KPI Analytics
and more

23. Thurston Springer Miller Herd & Titak

Industry: Financial Services

Location: Indianapolis, Indiana

Website: thurstonspringer.com

Company Founded: 1981

Company Size: 11-50

Company Address: 9000 Keystone Crossing, Indianapolis, Indiana, United States

Thurston Springer Miller Herd & Titak Contact Details

Name Title LinkedIn Phone Email
Shary Kiggins Personal Risk Consultant
Dan Maloney Investment Executive
Mark Damer Director Of Branch Development
Myles Hartwig Senior Vice President Of Investments
John Kerr Senior Vice President, Investments
Dan Maloney Investment Executive
Lee Hargitt Executive Vice President
Requires/Intent and 11 more Employees
Digital Payment & Subscription Solutions
Wealth Management
Mobile App Development For Financial Services
Branding & Public Relations
Risk Management & Compliance
and more

24. Indianapolis Neighborhood Housing Partnership (inhp)

Industry: Financial Services

Location: Indianapolis, Indiana

Website: inhp.org

Company Founded: 1988

Company Size: 51-200

Company Address: 3550 North Washington Boulevard, Indianapolis, Indiana, United States

Indianapolis Neighborhood Housing Partnership (inhp) Contact Details

Name Title LinkedIn Phone Email
Trevor Meeks Vp, Single Family Lending
Morgan Hoover Vice President, Advancement And Marketing At Indianapolis Neighborhood Housing Partnership
David Bryant Executive Trainer
Tim Coxey Director Of Communications And Marketing
Spencer Newmister Philanthropic Gift Advisor
Jeff Curiel Chief Financial Officer And Chief Operations Officer
Laurie Jones Assistant Director, Homeowner Development
Requires/Intent and 28 more Employees
Employee Training & Workforce Development
Cybersecurity & Data Protection
Credit Rating & Analysis
and more

25. Foresight Financial Management

Industry: Financial Services

Location: Indianapolis, Indiana

Website: foresight4u.com

Company Size: 11-50

Company Address: 8425 Woodfield Crossing Boulevard, Indianapolis, Indiana, United States

Foresight Financial Management Contact Details

Name Title LinkedIn Phone Email
Lutcf Bryon Foley Investment Advisor Representative
David Fairman Financial Advisor
Jim Miller Investment Advisor Representative
Philip Kostaroff Certified Financial Planner At Foresight Financial Management
Jeff Ritter President
Evan Daunhauer Financial Advisor
Jimmy Miller Investment Advisor Representative
Requires/Intent
Digital Payment & Subscription Solutions
Legal Compliance & Advisory
ESG & Sustainable Finance Consulting
Wealth Management
and more

26. Fi3 Financial Advisors, Llc

Industry: Financial Services

Location: Indianapolis, Indiana

Website: fi3advisors.com

Company Founded: 2013

Company Size: 1-10

Company Address: 10401 North Meridian Street, Indianapolis, Indiana, United States

Fi3 Financial Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Ivan Hoffman Founder, Chief Executive Officer And Managing Director
John Sauder Senior Director At Fi3 Financial Advisors
Matthew Simpson Partner
Matthew Simpson Partner
Cfpâ Matthew J. Simpson Partner
Fpqp Dawn Cherry Office Manager
Dawn Cherry Office Manager
Requires/Intent
Quality Control & Assurance
Hedge Fund & Private Equity Consulting
Branding & Public Relations
Automation & Workflow Optimization
Treasury & Cash Flow Management
and more

27. The Halo App

Industry: Financial Services

Location: Indianapolis, Indiana

Website: thehaloapp.com

Company Founded: 2018

Company Size: 1-10

Company Address: 350 East Massachusetts Avenue, Indianapolis, Indiana, United States

The Halo App Contact Details

Name Title LinkedIn Phone Email
Joshua Abalos Founding Member
Taylor Simpson Founder
Ariana Williams Co-founder
Requires/Intent
Financial Planning & Retirement Solutions
Branding & Public Relations
and more

28. Indiana Credit Union League Inc

Industry: Financial Services

Location: Indianapolis, Indiana

Website: icul.org

Company Founded: 1935

Company Size: 51-200

Company Address: 8440 Allison Pointe Boulevard, Indianapolis, Indiana, United States

Indiana Credit Union League Inc Contact Details

Name Title LinkedIn Phone Email
Carrie Summers Pac Manager
Tim Pierce Senior Consultant
Chris Beaumont Senior Vice President, Governmental Affairs
Lynley Chapin Communications Manager
Madison Quick Director Of Advocacy
Michelle Carrera Senior Consultant
Tony Hackett Vice President Of It
Requires/Intent and 10 more Employees
Technology Consulting
Legal Compliance & Advisory
Digital Payment & Subscription Solutions
and more

29. Capital Cities, Llc

Industry: Financial Services

Location: Indianapolis, Indiana

Website: capcities.com

Company Size: 11-50

Company Address: 47 South Meridian Street, Indianapolis, Indiana, United States

Capital Cities, Llc Contact Details

Name Title LinkedIn Phone Email
Joe Wiley Principal And Managing Partner At Capital Cities, Llc, Trusted Advisor | Relationship Builder
Amanda Black Chief Executive Officer
Tiffany Spudich Chief Client Officer
Hope Neely Administrative Assistant
Bob Pelkey Director, Operations
Bill Mauger Owner
Requires/Intent
Loan Origination & Servicing Platforms
IoT-enabled Smart Banking Solutions
Document Management & E-signature Solutions
Risk Management & Compliance
Digital Payment & Subscription Solutions
and more

30. 19th Capital Group

Industry: Financial Services

Location: Indianapolis, Indiana

Website: 19thcapital.com

Company Founded: 2015

Company Size: 201-500

Company Address: 9702 East 30th Street, Indianapolis, Indiana, United States

19th Capital Group Contact Details

Name Title LinkedIn Phone Email
Richard Miller Territory Sales Representative
Toni Wilson Senior Billing And Account Receivable Specialist
Whitney Lee Fleet Solutions
James Zender General Counsel
Abolaji Filani Senior System Administrator
Greg Holman Senior Accident Resolution Specialist
Amy Sneed Assistant Manager Of Maintenance Administration
Requires/Intent and 11 more Employees
Mortgage & Loan Processing
Hedge Fund & Private Equity Consulting
and more

31. World Collections

Industry: Financial Services

Location: Indianapolis, Indiana

Website: debtcollectionindianapolis.com

Company Founded: 1997

Company Size: 11-50

Company Address: 9000 Keystone Crossing, Indianapolis, Indiana, United States

World Collections Contact Details

Name Title LinkedIn Phone Email
Brooke Brennan Sales Representative
Scott Grider Sales And Regional Client Account Manager â º Debt Collection â Customer Service â Solution Selling
Requires/Intent
Risk Management & Compliance
Blockchain & Cryptocurrency Solutions
and more

32. Wise Financial - Northwestern Mutual

Industry: Financial Services

Location: Indianapolis, Indiana

Company Size: 1-10

Company Address: 8415 Allison Pointe Boulevard, Indianapolis, Indiana, United States

Wise Financial - Northwestern Mutual Contact Details

Name Title LinkedIn Phone Email
Julia Pohlman Marketing Manager And Executive Assistant To Chief Executive Officer
Mark Wise Wealth Management Advisor With Wise Financial
Jeremy Ray Associate Wealth Management Advisor
Requires/Intent
Treasury & Cash Flow Management
Hedge Fund & Private Equity Consulting
Online Advertising & SEO
Fraud Detection & Prevention
ESG & Sustainable Finance Consulting
and more

33. Winthrop Capital Management

Industry: Financial Services

Location: Indianapolis, Indiana

Website: winthropcm.com

Company Founded: 2007

Company Size: 1-10

Company Address: 20 East 91st Street, Indianapolis, Indiana, United States

Winthrop Capital Management Contact Details

Name Title LinkedIn Phone Email
Linda Jackson Director Of Marketing And Client Service
Freddy Lavric Investment Analyst
Emi Ohiomah Investment Analyst
Kelsey Gausman Marketing Analyst
Matthew Hupfer Research Analyst
Lance Bertsch Research Analyst
Jennifer Moore Client Service Associate
Requires/Intent
Loan Origination & Servicing Platforms
Financial Planning & Retirement Solutions
and more

34. Brunette & Associates Llc

Industry: Financial Services

Location: Indianapolis, Indiana

Website: brunetteandassociates.com

Company Founded: 2002

Company Size: 11-50

Company Address: 500 East Ohio Street, Indianapolis, Indiana, United States

Brunette & Associates Llc Contact Details

Name Title LinkedIn Phone Email
Jon Taylor Partner @ Brunette And Associates
Brad Stewart Cfp , Cws , Wealth Manager
Nick Estey Wealth Associate
Dan Brunette Partner
Brenda Ramsey Partner
David Harsh Compliance Officer
Tj Ehrman Wealth Manager
Requires/Intent and 4 more Employees
Risk Assessment & Mitigation
Mortgage & Loan Processing
Credit Rating & Analysis
Branding & Public Relations
Legal Compliance & Advisory
and more

35. Jarred Bunch Consulting, Llc

Industry: Financial Services

Location: Indianapolis, Indiana

Website: jarredbunch.com

Company Founded: 2003

Company Size: 11-50

Company Address: 3625 East 96th Street, Indianapolis, Indiana, United States

Jarred Bunch Consulting, Llc Contact Details

Name Title LinkedIn Phone Email
Josh Hauser Vice President Of Sales And Marketing
Sheri Richardson 401 Relationship Manager
Brenda Cary Financial Advisor
Kelley Roberts Chief Financial Officer And Director Of New Business
Nicki Gliot Administrative Assistant
Taylor Roberts Social Media
Requires/Intent
Mobile App Development For Financial Services
Portfolio Management
Document Management & E-signature Solutions
Fraud Detection & Prevention
and more

36. Cambridge Capital Management Corp.

Industry: Financial Services

Location: Indianapolis, Indiana

Website: cambridgecapitalmgmt.com

Company Founded: 1983

Company Size: 1-10

Cambridge Capital Management Corp. Contact Details

Name Title LinkedIn Phone Email
Charles Kennedy Executive Vice President
Jean Wojtowicz President
Danielle King Controller
Michelle Milliken Servicing Agent
Rita Hutcheson Closing Specialist At Cambridge Capital Management Corp
Requires/Intent
Mergers & Acquisitions Advisory
Tax Planning & Strategy
Marketing Services
Accounting Services
and more

37. Windsor Wealth Management

Industry: Financial Services

Location: Indianapolis, Indiana

Website: windsorwealth.com

Company Founded: 1986

Company Size: 11-50

Company Address: 500 East 96th Street, Indianapolis, Indiana, United States

Windsor Wealth Management Contact Details

Name Title LinkedIn Phone Email
Niki Woodworth Client Service Manager
Channing Mitzell Co-founder And Managing Principal
Will King Spring Analyst
Katie Gibbs Client Service Manager
Janna Hinton Client Services Manager
Matt Ulsas Financial Planner And Chief Compliance Officer
Requires/Intent
HR & Talent Acquisition
Cybersecurity & Data Protection
Corporate Finance Strategy
Online Advertising & SEO
and more

38. Market Street Wealth Management Advisors

Industry: Financial Services

Location: Indianapolis, Indiana

Website: mswma.com

Company Founded: 1999

Company Size: 11-50

Company Address: 3091 East 98th Street, Indianapolis, Indiana, United States

Market Street Wealth Management Advisors Contact Details

Name Title LinkedIn Phone Email
Drew Feutz Financial Planner
Kevin Ervin Managing Director
Jared Defore Financial Planner
Alexis Miller Investment Analyst
Requires/Intent
Securities Trading & Brokerage
Loan Origination & Servicing Platforms
Automation & Workflow Optimization
and more

39. Lhd Retirement

Industry: Financial Services

Location: Indianapolis, Indiana

Website: lhdretirement.com

Company Founded: 2005

Company Size: 1-10

Company Address: 250 West 96th Street, Indianapolis, Indiana, United States

Lhd Retirement Contact Details

Name Title LinkedIn Phone Email
Kimberly Hobbs Client Service Associate
Jess Degabriele Investment Strategist
Kyle Schau Account Executive
Lea Osborn Client Services Director
Requires/Intent
IoT-enabled Smart Banking Solutions
Mortgage & Loan Processing
and more

40. Bondry Management Consultants

Industry: Financial Services

Location: Indianapolis, Indiana

Website: bondryconsulting.com

Company Founded: 2017

Company Size: 1-10

Company Address: 3850 Priority Way South Drive South, Indianapolis, Indiana, United States

Bondry Management Consultants Contact Details

Name Title LinkedIn Phone Email
Oscar Gutierrez President
Eduardo Loredo Drirector Of Operations And Community Outreach
Requires/Intent
Insurance & Underwriting Services
ERP For Financial Institutions
Financial Auditing & Reporting
and more

41. Sunbelt Indiana

Industry: Financial Services

Location: Indianapolis, Indiana

Website: sunbeltindiana.com

Company Founded: 1981

Company Size: 11-50

Company Address: 9333 North Meridian Street, Indianapolis, Indiana, United States

Sunbelt Indiana Contact Details

Name Title LinkedIn Phone Email
Richard Hester Senior Partner
Requires/Intent
Hedge Fund & Private Equity Consulting
Risk Assessment & Mitigation
Digital Payment & Subscription Solutions
Fraud Detection & Prevention
Credit Rating & Analysis
and more

42. (afo) Archway Finance And Operations - Fund Administration Services

Industry: Financial Services

Location: Indianapolis, Indiana

Website: archwayfo.com

Company Founded: 2002

Company Size: 11-50

Company Address: 9100 Keystone Crossing, Indianapolis, Indiana, United States

(afo) Archway Finance And Operations - Fund Administration Services Contact Details

Name Title LinkedIn Phone Email
Kondwani Kantande Investment Accounting Analyst
Mike Landis Vice President - Finance And Operations
Tricia Miller Investment Accounting Manager
Matt Newell Investment Accounting Analyst Ii
Reema Sangani Senior Investment Accounting Analyst
Michael Oliphant Investment Accounting Analyst
Gary Tan Supervisor
Requires/Intent and 2 more Employees
Blockchain & Cryptocurrency Solutions
Securities Trading & Brokerage
Data Analytics & Business Intelligence
and more

43. Bedel Financial Consulting, Inc.

Industry: Financial Services

Location: Indianapolis, Indiana

Company Founded: 1989

Company Size: 11-50

Company Address: 3815 River Crossing Parkway, Indianapolis, Indiana, United States

Bedel Financial Consulting, Inc. Contact Details

Name Title LinkedIn Phone Email
Cfpâ Kate Arndt Financial Planner
Cassi Vanderpool Director Of Administration And Chief Compliance Officer
Anthony Harcourt Portfolio Manager
Amy House It And Digital Marketing Specialist
Ashley Knopf Operations Coordinator
Julie Walker Operations Coordinator
Requires/Intent
Tax Planning & Strategy
Blockchain & Cryptocurrency Solutions
Cybersecurity & Data Protection
and more

44. City Securities Corporation

Industry: Financial Services

Location: Indianapolis, Indiana

Website: citysecurities.com

Company Founded: 1924

Company Size: 201-500

Company Address: 30 South Meridian Street, Indianapolis, Indiana, United States

City Securities Corporation Contact Details

Name Title LinkedIn Phone Email
John Franz Senior Vice President
Jack Perry Financial Advisor, Cfp
Teia Sebree Vice President And Financial Advisor At City Securities Corporation
Gretchen Nichols Manager
Sarah Sweeney Registered Financial Associate
Peter Raines Assistant Vice President Institutional Fixed Income
Diane Jung-drescher Registered Financial Associate And Branch Office Administrator
Requires/Intent and 11 more Employees
HR & Talent Acquisition
API Integration For FinTech
Business Strategy & Growth Consulting
Cloud Computing Solutions
Branding & Public Relations
and more

45. Massmutual Midwest

Industry: Financial Services

Location: Indianapolis, Indiana

Company Size: 11-50

Massmutual Midwest Contact Details

Name Title LinkedIn Phone Email
Darrion White Financial Services Professional
James Speaks Financial Services Representative
Brent Moorehead Financial Services Professional
Perrin Granger Financial Consultant
Mac White Financial Services Representative
Dylan Spesard Financial Professional Intern
Requires/Intent
Risk Assessment & Mitigation
Data Analytics & Business Intelligence
AI-powered Financial Insights
Performance Tracking & KPI Analytics
Mortgage & Loan Processing
and more

46. Indiana Equity Brokers

Industry: Financial Services

Location: Indianapolis, Indiana

Company Founded: 1996

Company Size: 1-10

Company Address: 5750 Castle Creek Parkway, Indianapolis, Indiana, United States

Indiana Equity Brokers Contact Details

Name Title LinkedIn Phone Email
Troy Frank President
Bill Van Valer Business Broker
Heather Frank Owner, Indiana Equity Brokers
Requires/Intent
Asset Management
Fraud Detection & Prevention
Mortgage & Loan Processing
and more

47. Elser Financial Planning, Inc.

Industry: Financial Services

Location: Indianapolis, Indiana

Website: elserfp.com

Company Founded: 2007

Company Size: 1-10

Company Address: 8365 Keystone Crossing, Indianapolis, Indiana, United States

Elser Financial Planning, Inc. Contact Details

Name Title LinkedIn Phone Email
Derek Hamilton Fee-only Financial Advisor
Jonathan Herndon Certified Financial Planner
Cfpâ Derek Hamilton Fee-only Financial Advisor
Susan Elser President
Requires/Intent
Hedge Fund & Private Equity Consulting
Financial Auditing & Reporting
Technology Consulting
Quality Control & Assurance
and more

48. Csi Advisory Services, Llc

Industry: Financial Services

Location: Indianapolis, Indiana

Website: csiadvisoryservices.com

Company Size: 11-50

Company Address: 900 East 96th Street, Indianapolis, Indiana, United States

Csi Advisory Services, Llc Contact Details

Name Title LinkedIn Phone Email
Kristi Baker Managing Partner
Erinn Metzger Relationship Manager
Kimberly Wakeman Client Relations Professional
Jessica Williams Client Relations Professional
Requires/Intent
Employee Training & Workforce Development
Business Strategy & Growth Consulting
Wealth Management
Data Analytics & Business Intelligence
Risk Assessment & Mitigation
and more

49. Fidelis Capital Group

Industry: Financial Services

Location: Indianapolis, Indiana

Website: fideliscg.com

Company Founded: 2018

Company Size: 11-50

Company Address: 8440 Allison Pointe Boulevard, Indianapolis, Indiana, United States

Fidelis Capital Group Contact Details

Name Title LinkedIn Phone Email
Thomas Boesen Founder And Managing Principal
T.j Boesen Senior Internal Wholesaler
Erica Boesen Director Of Operations
Requires/Intent
Asset Management
Risk Assessment & Mitigation
and more

50. Wealthcare Partners

Industry: Financial Services

Location: Indianapolis, Indiana

Website: wealthcare.us

Company Size: 1-10

Company Address: 9201 Rockville Road, Indianapolis, Indiana, United States

Wealthcare Partners Contact Details

Name Title LinkedIn Phone Email
Jordan Crabb Wealth Advisor - Column Capital
Eric Ford Proactive Wealth Advisor Specializing In Guiding Clients In Achieving Financial Independence
Wes Hazelrigg Wealth Advisor
Brooke Taylor Wealth Planning Administrator
Erin Ebert Administrative Assistant
Teresa Sommers Administrative Assistant
Requires/Intent
Data Analytics & Business Intelligence
Securities Trading & Brokerage
Digital Payment & Subscription Solutions
and more

51. Government Payment Service, Inc. (dba Govpaynet)

Industry: Financial Services

Location: Indianapolis, Indiana

Website: govpaynet.com

Company Founded: 1997

Company Size: 51-200

Government Payment Service, Inc. (dba Govpaynet) Contact Details

Name Title LinkedIn Phone Email
Asad Ullah Automation Qa Test Engineer Senior
Debra Thompson Supervisor, Implementation, Govpaynet
Scjp David Rosenfield Senior Java Developer
Karen Pi????ango Training Manager
Jake Rouse It Analyst
Debra Dengel Vp-director Of Marketing And Call Center Operations
Erin Haggard Accounting Manager
Requires/Intent and 9 more Employees
Omnichannel Customer Support
IoT-enabled Smart Banking Solutions
Technology Consulting
and more

52. Trustwealth Strategies

Industry: Financial Services

Location: Indianapolis, Indiana

Website: twealth.com

Company Size: 1-10

Trustwealth Strategies Contact Details

Name Title LinkedIn Phone Email
Greg Freeman President
Ryan Boester Partner
Requires/Intent
Investment Advisory
Automation & Workflow Optimization
Document Management & E-signature Solutions
and more

53. Holistic Financial Partners

Industry: Financial Services

Location: Indianapolis, Indiana

Website: holisticfinancialpartners.com

Company Size: 1-10

Company Address: 9959 Crosspoint Boulevard, Indianapolis, Indiana, United States

Holistic Financial Partners Contact Details

Name Title LinkedIn Phone Email
Jason Llewellyn President
Whitney Schmitt Marketing Consultant
Requires/Intent
API Integration For FinTech
Branding & Public Relations
and more

54. Equities First Holdings

Industry: Financial Services

Location: Indianapolis, Indiana

Website: equitiesfirst.com

Company Founded: 2002

Company Size: 11-50

Company Address: 10 West Market Street, Indianapolis, Indiana, United States

Equities First Holdings Contact Details

Name Title LinkedIn Phone Email
Chris Gey International Trader And Quantitative Analyst
Amy Wittenauer Operations Assistant
Al Christy Owner And President
Elisse Cornell Transaction Specialist
Christopher Ohman It Manager
Julie Lapoint Director Of Operations
Benge Davenee Executive Assistant
Requires/Intent and 3 more Employees
Investment Advisory
Risk Assessment & Mitigation
Debt Collection & Recovery
and more

55. Sarson Funds

Industry: Financial Services

Location: Indianapolis, Indiana

Website: sarsonfunds.com

Company Founded: 2018

Company Size: 1-10

Sarson Funds Contact Details

Name Title LinkedIn Phone Email
John Sarson Managing Partner
Brittany Keels Chief Operations Officer
Jacob Stelter Chief Technology Officer And Blockchain Analyst
Requires/Intent
Securities Trading & Brokerage
Financial Planning & Retirement Solutions
Document Management & E-signature Solutions
Employee Training & Workforce Development
Legal Compliance & Advisory
and more

56. Worley Erhart-graves Financial Advisors, Inc.

Industry: Financial Services

Location: Indianapolis, Indiana

Website: wefinancialadvisors.com

Company Size: 1-10

Company Address: 3500 Depauw Boulevard, Indianapolis, Indiana, United States

Worley Erhart-graves Financial Advisors, Inc. Contact Details

Name Title LinkedIn Phone Email
Juli Erhart-graves President
Tabitha Williams Director Of Investment Operations
Margaret Gooley Associate Financial Planner
️rana Kory️ Investment Services Administrator And It System Administrator
Rana Kory Investment Services Administrator And It System Administrator
Angela Miller Paraplanner
Requires/Intent
Risk Assessment & Mitigation
Cybersecurity & Data Protection
Branding & Public Relations
Corporate Finance Strategy
Credit Rating & Analysis
and more

57. Marietta Financial Services

Industry: Financial Services

Location: Indianapolis, Indiana

Website: mariettafinancial.com

Company Founded: 1998

Company Size: 11-50

Company Address: 4622 West 72nd Street, Indianapolis, Indiana, United States

Marietta Financial Services Contact Details

Name Title LinkedIn Phone Email
Larry Marietta Owner
Teresa Choate Accountant
Caitilin Tincher Production Manager
Heather Showalter Senior Tax Manager
Kurt Gruener Staff Accountant
Requires/Intent
Cloud Computing Solutions
Hedge Fund & Private Equity Consulting
Mergers & Acquisitions Advisory
AI-powered Financial Insights
and more

58. Evans May Wealth

Industry: Financial Services

Location: Indianapolis, Indiana

Website: evansmay.com

Company Founded: 2019

Company Size: 1-10

Company Address: 250 West 96th Street, Indianapolis, Indiana, United States

Evans May Wealth Contact Details

Name Title LinkedIn Phone Email
Elizabeth Evans Managing Partner
Brooke May Managing Partner
Jared Thorne Registered Operations Manager
Requires/Intent
Risk Management & Compliance
Loan Origination & Servicing Platforms
Investment Advisory
Blockchain & Cryptocurrency Solutions
HR & Talent Acquisition
and more

59. Gallivan Auctioneers & Appraisers

Industry: Financial Services

Location: Indianapolis, Indiana

Website: njgallivan.com

Company Founded: 1991

Company Size: 11-50

Company Address: 7170 Zionsville Road, Indianapolis, Indiana, United States

Gallivan Auctioneers & Appraisers Contact Details

Name Title LinkedIn Phone Email
Cea Miller Vice President - Valuation Services
Charles Miller Vice President Valuation Services At Gallivan Auctioneers And Appraisers
Robert Laney Project Manager And Sales
Mike Stephens Job Site Supervisor, Appraiser, Gppa, Uspap
Requires/Intent
Quality Control & Assurance
Branding & Public Relations
HR & Talent Acquisition
and more

60. Hamernik, Llc

Industry: Financial Services

Location: Indianapolis, Indiana

Website: hamernik.com

Company Founded: 1995

Company Size: 1-10

Company Address: 1 Indiana Square, Indianapolis, Indiana, United States

Hamernik, Llc Contact Details

Name Title LinkedIn Phone Email
Kevin Hamernik Owner
Mark Heine Turnaround Consultant
Requires/Intent
Credit Rating & Analysis
API Integration For FinTech
and more

61. Compensation Systems, Inc.

Industry: Financial Services

Location: Indianapolis, Indiana

Website: compensationsystems.com

Company Founded: 1971

Company Size: 11-50

Company Address: 900 East 96th Street, Indianapolis, Indiana, United States

Compensation Systems, Inc. Contact Details

Name Title LinkedIn Phone Email
Joe Vandeusen Financial Advisor
David Nichols Third Party Administrator
Roger Conrad Operations Manager
David Smith President - Pension Specialist
Requires/Intent
Credit Rating & Analysis
Compliance & Regulatory Advisory
Financial Planning & Retirement Solutions
Performance Tracking & KPI Analytics
and more

62. Wealthpoint Advisors

Industry: Financial Services

Location: Indianapolis, Indiana

Website: wealthpointadv.com

Company Founded: 2009

Company Size: 1-10

Company Address: 8335 Allison Pointe Trail, Indianapolis, Indiana, United States

Wealthpoint Advisors Contact Details

Name Title LinkedIn Phone Email
Alex Perkins Wealth Advisor
Lauren Stanfield Support Advisor
Michael Skehan Senior Advisor
Lynn Thompson Client Service Administrator
Requires/Intent
Online Advertising & SEO
Risk Assessment & Mitigation
Corporate Finance Strategy
Investment Advisory
Insurance & Underwriting Services
and more

63. Kemba Indianapolis Credit Union

Industry: Financial Services

Location: Indianapolis, Indiana

Website: mykemba.org

Company Founded: 1933

Company Size: 11-50

Company Address: 444 South Shortridge Road, Indianapolis, Indiana, United States

Kemba Indianapolis Credit Union Contact Details

Name Title LinkedIn Phone Email
Karla Salisbury President And Chief Executive Officer
Leslie Gary Operations Manager
Kim Baldasso Chief Financial Officer
Ashley Akins Credit Card Program Manager
Kristy Bennett Technology Services Coordinator
Shannon Lambert Loan Department
Ivori Sanders Member Services
Requires/Intent
Mergers & Acquisitions Advisory
Hedge Fund & Private Equity Consulting
and more

64. Mack Financial Group

Industry: Financial Services

Location: Indianapolis, Indiana

Website: mackfinancial.com

Company Founded: 1982

Company Size: 11-50

Company Address: 3388 Founders Road, Indianapolis, Indiana, United States

Mack Financial Group Contact Details

Name Title LinkedIn Phone Email
Richard Mack Founder - Chief Executive Officer
Katherine Rodriguez Administrative Assistant
Lisa Mack Chief Operating Officer
Joe Mack President
Requires/Intent
Employee Training & Workforce Development
Debt Collection & Recovery
Risk Management & Compliance
and more

65. Deerfield Financial Advisors

Industry: Financial Services

Location: Indianapolis, Indiana

Website: deerfieldfa.com

Company Founded: 1985

Company Size: 11-50

Company Address: 8440 Woodfield Crossing Boulevard, Indianapolis, Indiana, United States

Deerfield Financial Advisors Contact Details

Name Title LinkedIn Phone Email
Lori Kamminga Client Services Associate
Lori Conder Client Services Assoc
Dick Bellmer Chairman Emeritus
Brad Cougill Executive Vice President And Chief Investment Officer At Deerfield Financial Advisors
Shannon Ziegler Office Manager
Linda Gehr Part-time Administrator Assistant
Requires/Intent
HR & Talent Acquisition
Loan Origination & Servicing Platforms
Risk Management & Compliance
Performance Tracking & KPI Analytics
and more

66. Bedel Financial Consulting, Inc.

Industry: Financial Services

Location: Indianapolis, Indiana

Website: bedelfinancial.com

Company Founded: 1989

Company Size: 11-50

Company Address: 8940 North River Crossing Boulevard, Indianapolis, Indiana, United States

Bedel Financial Consulting, Inc. Contact Details

Name Title LinkedIn Phone Email
Cfpâ Evan Bedel Financial Planner
Requires/Intent
Document Management & E-signature Solutions
Tax Planning & Strategy
and more

67. Spectrum Management Group

Industry: Financial Services

Location: Indianapolis, Indiana

Company Founded: 1997

Company Size: 11-50

Company Address: 600 East 96th Street, Indianapolis, Indiana, United States

Spectrum Management Group Contact Details

Name Title LinkedIn Phone Email
Angela French Client And Communications Specialist
Tia Lee Director Of Wealth Planning
Leslie Thompson Managing Principal
Requires/Intent
Quality Control & Assurance
Blockchain & Cryptocurrency Solutions
Compliance & Regulatory Advisory
Financial Forecasting & Modeling
Securities Trading & Brokerage
and more

68. American Income Life Indiana

Industry: Financial Services

Location: Indianapolis, Indiana

Website: ailofindiana.com

Company Founded: 1951

Company Size: 51-200

Company Address: 8470 Allison Pointe Boulevard, Indianapolis, Indiana, United States

American Income Life Indiana Contact Details

Name Title LinkedIn Phone Email
Rachel Bernhardt Individual Producer
Joy Vann-austin Master General Agent
Michael Ezeafulukwe Master General Agent
Marissa Cunningham Senior Talent Acquisition Coordinator
Allison Lantz Producer
David Bouckley Supervising Agent
Roslyn Sutton Life Insurance Agent
Requires/Intent and 6 more Employees
Technology Consulting
Risk Assessment & Mitigation
and more

69. First Franchise Capital

Industry: Financial Services

Location: Indianapolis, Indiana

Website: firstfranchisecapital.com

Company Size: 51-200

Company Address: 8888 Keystone Crossing, Indianapolis, Indiana, United States

First Franchise Capital Contact Details

Name Title LinkedIn Phone Email
Adam Pleva Vice President Of Franchise Sales
Bruce Hostetler Director Of Underwriting
Requires/Intent
Securities Trading & Brokerage
Blockchain & Cryptocurrency Solutions
and more

70. Associated Consultants, Inc. Dba Retrotax

Industry: Financial Services

Location: Indianapolis, Indiana

Company Founded: 1992

Company Size: 11-50

Associated Consultants, Inc. Dba Retrotax Contact Details

Name Title LinkedIn Phone Email
Rachel Brazo Project Manager
Rebecca Huber Director Of Client Services
Cindy Pfost Ca And To
Joanna Closter Director Of Project Management
Lola Strode Processor
Taylor Hueston Project Manager
Fred Woodruff Vice President
Requires/Intent and 1 more Employees
API Integration For FinTech
Cloud Computing Solutions
and more

71. Woodley Farra Manion Portfolio Management

Industry: Financial Services

Location: Indianapolis, Indiana

Website: woodleyfarra.com

Company Founded: 1995

Company Size: 11-50

Company Address: 8555 North River Road, Indianapolis, Indiana, United States

Woodley Farra Manion Portfolio Management Contact Details

Name Title LinkedIn Phone Email
John Shelbourne Portfolio Analyst
Ross Bennett Portfolio Analyst
Requires/Intent
Fraud Detection & Prevention
Compliance & Regulatory Advisory
AI-powered Financial Insights
Employee Training & Workforce Development
Corporate Finance Strategy
and more

72. Wallington Asset Management, Llc

Industry: Financial Services

Location: Indianapolis, Indiana

Website: wallingtonasset.com

Company Founded: 1988

Company Size: 11-50

Company Address: 8900 Keystone Crossing, Indianapolis, Indiana, United States

Wallington Asset Management, Llc Contact Details

Name Title LinkedIn Phone Email
Damian Kramer Service Level Support Advisor
Damian Kramer Service Level Support Advisor
Tanya Richter Portfolio Accountant
Cindy Rushton Office Manager
Kristin Moistner Senior Client Services Administrator
Susan Kagiliery Indianapolis, In
Emily Denham Portfolio Accountant
Requires/Intent and 2 more Employees
Online Advertising & SEO
IoT-enabled Smart Banking Solutions
and more

73. Community Investment Fund Of Indiana

Industry: Financial Services

Location: Indianapolis, Indiana

Website: capitalizingindiana.org

Company Founded: 2010

Company Size: 1-10

Company Address: 4181 East 96th Street, Indianapolis, Indiana, United States

Community Investment Fund Of Indiana Contact Details

Name Title LinkedIn Phone Email
Phil Black Executive Director
Requires/Intent
Quality Control & Assurance
Loan Origination & Servicing Platforms
and more

74. Jdr Solutions Inc.

Industry: Financial Services

Location: Indianapolis, Indiana

Company Founded: 2001

Company Size: 11-50

Company Address: 8606 Allisonville Road, Indianapolis, Indiana, United States

Jdr Solutions Inc. Contact Details

Name Title LinkedIn Phone Email
Lea Gibson Portfolio Administrator
Safe-a Tony Mccormick Solutions Architect
Tony Mccormick Vice President Consulting Services
Requires/Intent
Corporate Finance Strategy
AI-powered Financial Insights
Automation & Workflow Optimization
Employee Training & Workforce Development
Risk Assessment & Mitigation
and more

75. Providence Bank Agency Finance

Industry: Financial Services

Location: Indianapolis, Indiana

Company Size: 51-200

Company Address: 7434 Shadeland Station Way, Indianapolis, Indiana, United States

Providence Bank Agency Finance Contact Details

Name Title LinkedIn Phone Email
Mary Waterman Senior Credit Analyst
Diane Slomka Commercial Banking Officer
Kristie Cheek Commercial Banking Relationship Specialist
Lela Mayfield Online Marketing Coordinator
Requires/Intent
Cloud Computing Solutions
Securities Trading & Brokerage
and more

76. Capitale Analytics, Inc.

Industry: Financial Services

Location: Indianapolis, Indiana

Website: capitaleanalytics.com

Company Founded: 2014

Company Size: 1-10

Company Address: 8425 Woodfield Crossing Boulevard, Indianapolis, Indiana, United States

Capitale Analytics, Inc. Contact Details

Name Title LinkedIn Phone Email
Tim Roy Senior M And E Appraiser
Nick Fifer Associate Appraiser
Requires/Intent
Cloud Computing Solutions
ESG & Sustainable Finance Consulting
Compliance & Regulatory Advisory
and more

77. H.j. Umbaugh & Associates, Cpas, Llp

Industry: Financial Services

Location: Indianapolis, Indiana

Website: umbaugh.com

Company Founded: 1950

Company Size: 51-200

Company Address: 8365 Keystone Crossing, Indianapolis, Indiana, United States

H.j. Umbaugh & Associates, Cpas, Llp Contact Details

Name Title LinkedIn Phone Email
Brock Bowsher Manager
Emma Adlam Director
Katherine Coffel Staff Consultant
Caitlin Cheek Financial Analyst Intern
Andy Mouser Manager
Requires/Intent
Quality Control & Assurance
HR & Talent Acquisition
Securities Trading & Brokerage
AI-powered Financial Insights
Credit Rating & Analysis
and more

78. Fsa Advisors, Llp

Industry: Financial Services

Location: Indianapolis, Indiana

Website: fsaadvisors.com

Company Founded: 1991

Company Size: 1-10

Company Address: 5348 West Vermont Street, Indianapolis, Indiana, United States

Fsa Advisors, Llp Contact Details

Name Title LinkedIn Phone Email
Nicholas Key Financial Advisor
Julian Zavala Financial Advisor With Cetera Advisor Networks Llc
Mary Gates Client Care Coordinator
Requires/Intent
AI-powered Financial Insights
Asset Management
Banking & Payment Processing
Sales & Lead Generation Strategy
and more

79. Localstake

Industry: Financial Services

Location: Indianapolis, Indiana

Company Founded: 2011

Company Size: 1-10

Company Address: 9465 Counselors Row, Indianapolis, Indiana, United States

Localstake Contact Details

Name Title LinkedIn Phone Email
Brandon Smith Co-founder
Requires/Intent
Insurance & Underwriting Services
Mergers & Acquisitions Advisory
Sales & Lead Generation Strategy
Online Advertising & SEO
Technology Consulting
and more

80. Wayfinder Financial

Industry: Financial Services

Location: Indianapolis, Indiana

Website: wayfinderfinancial.com

Company Founded: 2010

Company Size: 1-10

Company Address: 6519 Carrollton Avenue, Indianapolis, Indiana, United States

Wayfinder Financial Contact Details

Name Title LinkedIn Phone Email
Russ Ford Founder
Requires/Intent
Mortgage & Loan Processing
Corporate Finance Strategy
Customer Relationship Management (CRM)
and more

81. Grandview Lending Inc.

Industry: Financial Services

Location: Indianapolis, Indiana

Website: grandviewlending.com

Company Founded: 2006

Company Size: 1-10

Company Address: 8445 Keystone Crossing Boulevard, Indianapolis, Indiana, United States

Grandview Lending Inc. Contact Details

Name Title LinkedIn Phone Email
Kameron Struble Senior Mortgage Loan Officer
Kimberly Irving Loan Officer
Timothy Ayers Loan Officer At Grandview Lending Inc
Requires/Intent
Credit Rating & Analysis
Accounting Services
Securities Trading & Brokerage
and more

82. Pellegrino & Associates, Llc

Industry: Financial Services

Location: Indianapolis, Indiana

Website: pellegrinoandassociates.com

Company Founded: 2003

Company Size: 1-10

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

Pellegrino & Associates, Llc Contact Details

Name Title LinkedIn Phone Email
Tejas Shah Associate Director
Jill Starbuck Senior Market Research Analyst And Technical Editor
Requires/Intent
Securities Trading & Brokerage
Cybersecurity & Data Protection
ERP For Financial Institutions
Credit Rating & Analysis
and more

83. Silver Birch Capital Advisors

Industry: Financial Services

Location: Indianapolis, Indiana

Website: silverbirchcapitaladvisors.com

Company Founded: 2013

Company Size: 1-10

Company Address: 445 North Pennsylvania Street, Indianapolis, Indiana, United States

Silver Birch Capital Advisors Contact Details

Name Title LinkedIn Phone Email
Thomas Mincy Managing Partner
Brian Napier Managing Partner
Requires/Intent
Investment Advisory
Financial Forecasting & Modeling
Financial Planning & Retirement Solutions
and more

84. Goldstein Group Financial Advisors

Industry: Financial Services

Location: Indianapolis, Indiana

Website: goldsteingroupfa.com

Company Founded: 2010

Company Size: 1-10

Company Address: 8900 Keystone Crossing, Indianapolis, Indiana, United States

Goldstein Group Financial Advisors Contact Details

Name Title LinkedIn Phone Email
Basia Elmore Operations Manager And Goldstein Group Financial Advisors
Mary King Client Services Associate
Helen Goldstein President And Chief Executive Officer
Requires/Intent
Financial Planning & Retirement Solutions
Debt Collection & Recovery
and more

85. Midwest Wealth Management Inc.

Industry: Financial Services

Location: Indianapolis, Indiana

Website: midwest-wealth.com

Company Founded: 2005

Company Size: 1-10

Company Address: 8888 Keystone Crossing, Indianapolis, Indiana, United States

Midwest Wealth Management Inc. Contact Details

Name Title LinkedIn Phone Email
Alex Davis Director Of Investment Operations
Requires/Intent
Risk Assessment & Mitigation
Mobile App Development For Financial Services
ESG & Sustainable Finance Consulting
Financial Auditing & Reporting
and more

86. Elements Wealth Management

Industry: Financial Services

Location: Indianapolis, Indiana

Website: elementswealth.org

Company Founded: 1997

Company Size: 1-10

Company Address: 225 South East Street, Indianapolis, Indiana, United States

Elements Wealth Management Contact Details

Name Title LinkedIn Phone Email
Noah Dennis Vice President, Lpl Financial Advisor
Requires/Intent
API Integration For FinTech
ESG & Sustainable Finance Consulting
and more

87. Quality Leasing Co., Inc.

Industry: Financial Services

Location: Indianapolis, Indiana

Website: qualityleasingco.com

Company Founded: 1957

Company Size: 11-50

Company Address: 9830 Bauer Drive East, Indianapolis, Indiana, United States

Quality Leasing Co., Inc. Contact Details

Name Title LinkedIn Phone Email
Darrell Johnson Credit Manager
Clfp Kendra Rothschild Controller
Alyssa Lawrence Lease Administrator And Accounting Assistant
Zach Crutcher Leasing Consultant
Amy Embree Administrator Lease
Requires/Intent
Financial Forecasting & Modeling
Wealth Management
Automation & Workflow Optimization
and more

88. Axia Advisory

Industry: Financial Services

Location: Indianapolis, Indiana

Website: axiaadvisory.com

Company Founded: 1992

Company Size: 1-10

Company Address: 20 East 91st Street, Indianapolis, Indiana, United States

Axia Advisory Contact Details

Name Title LinkedIn Phone Email
Aifâ Matt Fleck Vice President, Retirement Plan Consultant
Erik Leighton Consultant
Robyn Shelley Vice President Research And Consultant
Dawn Morley Investment Advisor
Requires/Intent
Automation & Workflow Optimization
Cloud Computing Solutions
and more

89. Karns Inc

Industry: Financial Services

Location: Indianapolis, Indiana

Website: karnsinc.com

Company Size: 1-10

Company Address: 4352 West 96th Street, Indianapolis, Indiana, United States

Karns Inc Contact Details

Name Title LinkedIn Phone Email
Kurt Karns Owner Finance Executive Sales Executive
Requires/Intent
HR & Talent Acquisition
Risk Management & Compliance
and more

90. The Windsor Group, Ltd.

Industry: Financial Services

Location: Indianapolis, Indiana

Website: windsor-group.com

Company Founded: 1986

Company Size: 11-50

The Windsor Group, Ltd. Contact Details

Name Title LinkedIn Phone Email
Niki Waddell Client Service Manager
Karen Demler Customer Services
Requires/Intent
Business Strategy & Growth Consulting
Cybersecurity & Data Protection
HR & Talent Acquisition
Marketing Services
and more

91. Circle Financial Planning, Inc.

Industry: Financial Services

Location: Indianapolis, Indiana

Website: 360moneycoach.com

Company Founded: 1984

Company Size: 1-10

Company Address: 7828 East 88th Street, Indianapolis, Indiana, United States

Circle Financial Planning, Inc. Contact Details

Name Title LinkedIn Phone Email
Tayler Rhoda Associate Wealth Coach
Lorraine Dodson-gater Accounting Specialist
Requires/Intent
Data Analytics & Business Intelligence
Online Advertising & SEO
Marketing Services
and more

92. Huntington Asset Services

Industry: Financial Services

Location: Indianapolis, Indiana

Website: huntingtonassetservices.com

Company Size: 11-50

Company Address: 2960 North Meridian Street, Indianapolis, Indiana, United States

Huntington Asset Services Contact Details

Name Title LinkedIn Phone Email
Lisa Johnson Manager, Transfer Agency Services
Patience Bako Tax Accountant
Barb Howe Trust Fund Specialist
Vanessa Mitchell Internal Audit Manager
Suzanne Stimson Business Analyst
Brenda Christie Executive Assistant
Kim Isaacson Financial Analyst
Requires/Intent and 3 more Employees
Employee Training & Workforce Development
Risk Management & Compliance
Banking & Payment Processing
and more

93. Carlson Wealth Advisors

Industry: Financial Services

Location: Indianapolis, Indiana

Website: cwadvisors.com

Company Founded: 2013

Company Size: 1-10

Company Address: 6119 South East Street, Indianapolis, Indiana, United States

Carlson Wealth Advisors Contact Details

Name Title LinkedIn Phone Email
Michael Carlson Financial Advisor
Richard Carlson Owner And Financial Advisor
Requires/Intent
ERP For Financial Institutions
Financial Forecasting & Modeling
Quality Control & Assurance
Cybersecurity & Data Protection
Investment Advisory
and more

94. Rdw Financial Group

Industry: Financial Services

Location: Indianapolis, Indiana

Website: rdwfinancialgroup.com

Company Founded: 2001

Company Size: 1-10

Company Address: 777 Beachway Drive, Indianapolis, Indiana, United States

Rdw Financial Group Contact Details

Name Title LinkedIn Phone Email
Alison Pitzer Front Office Associate
Stephanie Ludlow Meeting And Event Manager
Requires/Intent
Data Analytics & Business Intelligence
Marketing Services
and more

95. Premier Acceptance Indy

Industry: Financial Services

Location: Indianapolis, Indiana

Website: premieraccept.com

Company Founded: 1992

Company Size: 11-50

Company Address: 7520 East Washington Street, Indianapolis, Indiana, United States

Premier Acceptance Indy Contact Details

Name Title LinkedIn Phone Email
Trey Colangelo General Manager At Premier Acceptance - Your Subprime Auto Lending
Requires/Intent
Mergers & Acquisitions Advisory
Securities Trading & Brokerage
Automation & Workflow Optimization
and more

96. Allpaid

Industry: Financial Services

Location: Indianapolis, Indiana

Company Founded: 1997

Company Size: 201-500

Allpaid Contact Details

Name Title LinkedIn Phone Email
Todd Bracken Manager, Product Management And Marketing
Requires/Intent
Cybersecurity & Data Protection
Business Strategy & Growth Consulting
Debt Collection & Recovery
Automation & Workflow Optimization
and more

97. Simplifinancial

Industry: Financial Services

Location: Indianapolis, Indiana

Website: simpli-financial.com

Company Founded: 2018

Company Size: 1-10

Company Address: 9165 Otis Avenue, Indianapolis, Indiana, United States

Simplifinancial Contact Details

Name Title LinkedIn Phone Email
Ryan Burklow Owner, Vice President Of Operations
Requires/Intent
API Integration For FinTech
ERP For Financial Institutions
Business Strategy & Growth Consulting
Cybersecurity & Data Protection
and more

98. Spectrum Mortgage Services

Industry: Financial Services

Location: Indianapolis, Indiana

Website: spectrummtg.net

Company Founded: 2003

Company Size: 1-10

Company Address: 6666 East 75th Street, Indianapolis, Indiana, United States

Spectrum Mortgage Services Contact Details

Name Title LinkedIn Phone Email
Aaron Campbell Owner
Requires/Intent
Hedge Fund & Private Equity Consulting
Document Management & E-signature Solutions
and more

99. Ricebarrett Family Wealth

Industry: Financial Services

Location: Indianapolis, Indiana

Website: ricebarrett.com

Company Founded: 2018

Company Size: 1-10

Company Address: 250 West 96th Street, Indianapolis, Indiana, United States

Ricebarrett Family Wealth Contact Details

Name Title LinkedIn Phone Email
Beau Barrett Founding Partner
Martin Rice Founder And Partner
Requires/Intent
Mergers & Acquisitions Advisory
Loan Origination & Servicing Platforms
Debt Collection & Recovery
Portfolio Management
Insurance & Underwriting Services
and more

100. Votaire

Industry: Financial Services

Location: Indianapolis, Indiana

Website: votaire.com

Company Founded: 2015

Company Size: 51-200

Company Address: 8415 Allison Pointe Boulevard, Indianapolis, Indiana, United States

Votaire Contact Details

Name Title LinkedIn Phone Email
Cwpm Chuck Gillespie Partnerships Consultant
Requires/Intent
Performance Tracking & KPI Analytics
Hedge Fund & Private Equity Consulting
ESG & Sustainable Finance Consulting
Online Advertising & SEO
and more
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Indianapolis Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Bryan Mccorkel Oneamerica It Business Operations At Oneamerica
2 Suzanne Harris Oneamerica Talent Acquisition Manager
3 Lisa Herron Oneamerica Manager Internal Sales-career And Independent Brokerage
4 Jackie Salmon Oneamerica A.s.a., M.a.a.a., Esop National Practice Leader
5 Kevin Fisher Oneamerica Regional Sales Director
6 Steven Lynch Oneamerica Vice President National Sales And Service, Employee Benefits Division
7 Michele Steele Oneamerica Vice President Enterprise Strategy
8 Ali Ramsland Westpoint Financial Group Director Of Campus Recruiting
9 Michael Reed Westpoint Financial Group Partner At Westpoint Financial Group - Top Places To Work In Indiana 9 Consecutive Years
10 Christopher Jackson Westpoint Financial Group Financial Planner
11 Jonathan Cagle Westpoint Financial Group Partner, Financial Advisor
12 Greg Mcroberts Westpoint Financial Group Managing Partner
13 Brice Lantz Westpoint Financial Group Financial Advisor
14 Jim Patton Westpoint Financial Group Financial Advisor
15 Aaron Feeney Mjw Financial Whoneedsamortgage Senior Loan Officer
16 Taylor Studebaker Mjw Financial Senior Mortgage Loan Officer
17 Zach Weddle Mjw Financial Senior Mortgage Loan Officer
18 Chris Pisano Mjw Financial Senior Mortgage Banker
19 Dexter Hinkley Mjw Financial Mortgage Loan Originator
20 Scott Kinnett Mjw Financial Senior Loan Officer
21 Nicole Thomas Mjw Financial Mortgage Loan Officer
22 Justin Murphy Royal United Mortgage Mis And It System Administrator
23 D Scott Clarke Royal United Mortgage Director
24 Charbel Salako Royal United Mortgage Loan Advisor
25 William Jones Royal United Mortgage Post-closing Specialist
26 Amy Allee Royal United Mortgage Mortgage Underwriter
27 Phillip Whiteman Royal United Mortgage Mortgage Loan Officer
28 Amanda Roberts Royal United Mortgage Underwriter
29 Julie Bowering Elements Financial Vice President Mortgage Lending And Business Development, Elements Financial Federal Credit Union
30 Lisa Schlehuber Elements Financial Chief Executive Officer
31 Ryan Sebree Elements Financial Branch Manager
32 Ashlie Dew Elements Financial Assistant Vice President, Private Client Services
33 Karla Chevrie Elements Financial Mortgage Sales Manager
34 Quentin Girten Elements Financial Financial Solutions Expert
35 Cude Charles Akinbola Elements Financial Lead Branch Manager
36 Parker Maxwell Valeo Financial Advisors Llc Financial Advisor
37 Matt Jarvis Valeo Financial Advisors Llc Financial Advisor
38 John Trott Valeo Financial Advisors Llc Financial Advisor
39 Ric Seaver Valeo Financial Advisors Llc Financial Advisor
40 Chris Turean Valeo Financial Advisors Llc Financial Advisor

Financial Services companies in different cities of Indiana

No. Industry Number of Contacts Download
1 Financial services Companies in Fort Wayne 18560
2 Financial services Companies in Carmel 15312
3 Financial services Companies in Bloomington 5104
4 Financial services Companies in Evansville 6032
5 Financial services Companies in South Bend 3712
6 Financial services Companies in Fishers 6032
7 Financial services Companies in Muncie 4640
8 Financial services Companies in Noblesville 3248
9 Financial services Companies in Lafayette 4176
10 Financial services Companies in Greenwood 3248
11 Financial services Companies in Elkhart 1392
12 Financial services Companies in Columbus 928
13 Financial services Companies in Mishawaka 3712
14 Financial services Companies in Valparaiso 2320
15 Financial services Companies in Kokomo 2320
16 Financial services Companies in New Albany 464
17 Financial services Companies in Goshen 2784
18 Financial services Companies in Jeffersonville 1856