Top 10 Financial Services Companies in South Bend

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Below is the list of Top 10 Financial Services Companies in South Bend ranked based on company size, client reviews, services, and awards.

Financial Services Companies in South Bend

1. Ceres Partners

Industry: Financial Services

Location: South Bend, Indiana

Website: cerespartners.net

Company Founded: 2007

Company Size: 11-50

Company Address: 806 Howard Street, South Bend, Indiana, United States

Ceres Partners Contact Details

Name Title LinkedIn Phone Email
Travis Alexander Senior Portfolio Manager
Luke Drachenberg Portfolio Manager
Morgan Vieth Director Of Investor Relations
Larry Stickley Director Of Finance
Ryan Latham Investment Analyst
Requires/Intent
Cloud Computing Solutions
Online Advertising & SEO
Investment Advisory
Loan Origination & Servicing Platforms
and more

2. Citi Financial

Industry: Financial Services

Location: South Bend, Indiana

Company Size: 201-500

Company Address: 51400 Route 933, South Bend, Indiana, United States

Citi Financial Contact Details

Name Title LinkedIn Phone Email
Sriram Raghavan Senior Vice President - Risk Analytics Development Lead
Requires/Intent
Data Analytics & Business Intelligence
Mergers & Acquisitions Advisory
Sales & Lead Generation Strategy
Risk Management & Compliance
and more

3. Jubilee Initiative For Financial Inclusion

Industry: Financial Services

Location: South Bend, Indiana

Website: jiffi.org

Company Founded: 2012

Company Size: 11-50

Jubilee Initiative For Financial Inclusion Contact Details

Name Title LinkedIn Phone Email
Vivian Crumlish Chief Financial Officer
Requires/Intent
Insurance & Underwriting Services
Hedge Fund & Private Equity Consulting
AI-powered Financial Insights
Wealth Management
and more

4. Catanzarite Financial Services, Inc.

Industry: Financial Services

Location: South Bend, Indiana

Website: catanzaritefinancial.com

Company Founded: 1991

Company Size: 1-10

Company Address: 330 South 35th Street, South Bend, Indiana, United States

Catanzarite Financial Services, Inc. Contact Details

Name Title LinkedIn Phone Email
Joe Catanzarite Financial Advisor
Requires/Intent
Mortgage & Loan Processing
Fraud Detection & Prevention
and more

5. Imeco Federal Credit Union

Industry: Financial Services

Location: South Bend, Indiana

Website: imecofcu.org

Company Size: 1-10

Company Address: 3404 Boland Drive, South Bend, Indiana, United States

Imeco Federal Credit Union Contact Details

Name Title LinkedIn Phone Email
Lynda Clark Chief Executive Officer
Requires/Intent
Hedge Fund & Private Equity Consulting
Business Strategy & Growth Consulting
Marketing Services
and more

6. Dietz Nextstage Financial Management, Llc

Industry: Financial Services

Location: South Bend, Indiana

Website: dietznextstage.com

Company Founded: 1978

Company Size: 1-10

Company Address: 5775 Nimtz Parkway, South Bend, Indiana, United States

Dietz Nextstage Financial Management, Llc Contact Details

Name Title LinkedIn Phone Email
Joanne Schrock Office Assistant
Requires/Intent
AI-powered Financial Insights
Document Management & E-signature Solutions
Omnichannel Customer Support
Employee Training & Workforce Development
Mortgage & Loan Processing
and more

7. Calleros Financial Group

Industry: Financial Services

Location: South Bend, Indiana

Website: callerosfinancialgroup.com

Company Founded: 2014

Company Size: 11-50

Company Address: 1400 East Angela Boulevard, South Bend, Indiana, United States

Calleros Financial Group Contact Details

Name Title LinkedIn Phone Email
Adrian Calleros Senior Administrator
Requires/Intent
Financial Planning & Retirement Solutions
Accounting Services
and more

8. Honkers Family Restaurant

Industry: Financial Services

Location: South Bend, Indiana

Website: honkersrestaurantandcatering.com

Company Size: 1-10

Company Address: 3939 South Michigan Street, South Bend, Indiana, United States

Honkers Family Restaurant Contact Details

Name Title LinkedIn Phone Email
Kimberly Walski Waitress
Requires/Intent
Sales & Lead Generation Strategy
Business Strategy & Growth Consulting
Financial Planning & Retirement Solutions
ERP For Financial Institutions
API Integration For FinTech
and more

South Bend Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Travis Alexander Ceres Partners Senior Portfolio Manager
2 Luke Drachenberg Ceres Partners Portfolio Manager
3 Morgan Vieth Ceres Partners Director Of Investor Relations
4 Larry Stickley Ceres Partners Director Of Finance
5 Ryan Latham Ceres Partners Investment Analyst
6 Sriram Raghavan Citi Financial Senior Vice President - Risk Analytics Development Lead
7 Vivian Crumlish Jubilee Initiative For Financial Inclusion Chief Financial Officer
8 Joe Catanzarite Catanzarite Financial Services, Inc. Financial Advisor
9 Lynda Clark Imeco Federal Credit Union Chief Executive Officer
10 Joanne Schrock Dietz Nextstage Financial Management, Llc Office Assistant
11 Adrian Calleros Calleros Financial Group Senior Administrator
12 Kimberly Walski Honkers Family Restaurant Waitress