Top 75 Investment Management Startups And Companies in Indiana

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Below is the list of Top 75 Investment Management Startups And Companies in Indiana ranked based on company size, client reviews, services, and awards.

Investment Management Startups And Companies in Indiana

1. Equity Financial Services

Industry: Investment Management

Location: Indiana

Company Founded: 1986

Company Size: 11-50

Company Address: 4310 Saratoga Parkway, Plainfield, Indiana, United States

Equity Financial Services Contact Details

Name Title LinkedIn Phone Email
Bill Mcneal President
Jason Andrews President
Richard Edwards Financial Consultant
Marybeth Harris Commercial Portfolio Manager And Real Estate Brokerage
Marty Zahn Administrative Assistant
Juli Bobbitt Licensed Assistant
Chris Salmen Co-owner
Requires/Intent and 1 more Employees
Web Development
Digital Marketing
and more

2. Ambassador Enterprises, Llc

Industry: Investment Management

Location: Indiana

Website: ambassador-enterprises.com

Company Founded: 2008

Company Size: 11-50

Company Address: 2845 East Dupont, Fort Wayne, Indiana, United States

Ambassador Enterprises, Llc Contact Details

Name Title LinkedIn Phone Email
Brian Van Hall Strategic Leader For Impact Investments
Arlan Friesen President
Gracia Reed Office Coordinator
Ringo Santiago Creative Director
Brian Vanhall Impact Investment Leader
Ross Gamby Team Member
Barbara Dyrcz Program Specialist
Requires/Intent and 16 more Employees
HR & Payroll Services
Market Research
Compliance & Risk Management
Financial Management
Portfolio Management Solutions
and more

3. Ash Crest Corp.

Industry: Investment Management

Location: Indiana

Website: ashcrest.com

Company Founded: 2016

Company Size: 1-10

Company Address: 888 South Harrison Street, Fort Wayne, Indiana, United States

Ash Crest Corp. Contact Details

Name Title LinkedIn Phone Email
Tony Brita Vp| Chief Operating And Financial Officer
Requires/Intent
Automation
Technology
IPO Advisory
and more

4. The Coin Shop

Industry: Investment Management

Location: Indiana

Company Size: 1-10

The Coin Shop Contact Details

Name Title LinkedIn Phone Email
Joe Doyle Assistant Principal Bhss
Angela Harlan Assessment Coordinator
Catharine Rademacher Teacher
Kathy Bruner Community Based Special Educ Coord
Diana Hoffman Graphic Designer And Marketer-pr And Volunteer Coordinator
Susanna Shelton Teacher
Doreen Devitt Speech And Language Pathologist
Requires/Intent and 200 more Employees
M&A Advisory
Private Wealth Management
Digital Marketing
Accounting
Customer Relationship Management
and more

5. Hoosier Energy

Industry: Investment Management

Location: Indiana

Website: hoosierenergy.com

Company Founded: 1949

Company Size: 201-500

Company Address: 2501 South Cooperative Way, Bloomington, Indiana, United States

Hoosier Energy Contact Details

Name Title LinkedIn Phone Email
Jeremy Sowders Economic Development Coordinator
Scott Bowers Vice President Public Policy And Member Services
Rob Horton Chief Operating Officer
Megan Miller Human Resources Analyst
Holly Nethery Senior Analyst
Donna Walker Chief Executive Officer
Tianyu Chen Capstone Consultant
Requires/Intent and 6 more Employees
Web Development
Digital Marketing
Cloud Solutions
Sales
Technology
and more

6. Goelzer Investment Management

Industry: Investment Management

Location: Indiana

Website: goelzerinc.com

Company Founded: 1969

Company Size: 11-50

Company Address: 111 Monument Circle, Indianapolis, Indiana, United States

Goelzer Investment Management Contact Details

Name Title LinkedIn Phone Email
Jeffrey Borgert Institutional Investment Advisor
Dean Weseli Investment Advisor
Aimee Deveau Office Manager
Craig Maschmeyer Associate Portfolio Manager
Jonah Gjertson Institutional Analyst
Don Hutchinson Managing Director Institutional Advisory Services
Dean Weseli Investment Advisor
Requires/Intent and 8 more Employees
AI
Private Wealth Management
and more

7. Old National Wealth Management

Industry: Investment Management

Location: Indiana

Company Founded: 1907

Company Size: 51-200

Company Address: 1 Main Street, Evansville, Indiana, United States

Old National Wealth Management Contact Details

Name Title LinkedIn Phone Email
M.s Katie Assistant Vice President, Trust Officer
Mark Chandler Vice President - Evansville Market Trust Administration Manager
Eric Lindley Trust Counsel And Wealth Group Support Director, Senior Vice President
Cynthia Goodman Vice President And Portfolio Manager
Leeanne Lollar Client Advisor, Vice President
Manda Combs Client Advisor, Assistant Vice President
Jared Blanton Vice President
Requires/Intent and 18 more Employees
HR & Payroll Services
M&A Advisory
Branding
Cloud Hosting
and more

8. Donaldson Capital Management

Industry: Investment Management

Location: Indiana

Website: dcmol.com

Company Founded: 1994

Company Size: 11-50

Company Address: 20 Northwest 1st Street, Evansville, Indiana, United States

Donaldson Capital Management Contact Details

Name Title LinkedIn Phone Email
J.k Keach Portfolio Manager
Randy Alsman Vice President And Senior Portfolio Manager
Collin Brinker Financial Planning Associate
Marvin Wright Senior Portfolio Manager, Partner
Greg Donaldson Chairman
Sara Williams Client Services Manager
Sandra Goad Portfolio Accounting And Billing Specialist
Requires/Intent and 14 more Employees
Private Wealth Management
Web Development
Automation
Cloud Hosting
AI-Powered Financial Forecasting
and more

9. Ldi

Industry: Investment Management

Location: Indiana

Website: ldiltd.com

Company Founded: 1912

Company Size: 1001-5000

Company Address: 54 Monument Circle, Indianapolis, Indiana, United States

Ldi Contact Details

Name Title LinkedIn Phone Email
Marty Brown Vice President, Strategy And Operations
J.a Lacy President And Chief Executive Officer
John Martin Vice President - Corporate Development
Benjamin Fouch Chief Transformation Officer
David Shane President And Chief Executive Officer
Brad Gesse Director Of Accounting And Treasurer
Bill Himebrook Chief Financial Officer
Requires/Intent and 10 more Employees
Robo-Advisors & AI Trading
Digital Marketing
and more

10. Financial Planning Consultants, Inc.

Industry: Investment Management

Location: Indiana

Website: fpcadvisor.com

Company Size: 1-10

Company Address: 3721 Rome Drive, Lafayette, Indiana, United States

Financial Planning Consultants, Inc. Contact Details

Name Title LinkedIn Phone Email
Tim Uihlein Financial Consultant
Cfpâ Tim Uihlein Financial Consultant
Don Penn Vice President And Financial Planning And Retirement Plan Analyst
Susan Hamelman Office Manager At Financial Planning Consultants, Inc
Charles Newsome Financial Consultant
Requires/Intent
Legal
Cybersecurity Solutions
Technology
Advertising
and more

11. Peloton Wealth Strategists

Industry: Investment Management

Location: Indiana

Website: pelotonwealth.com

Company Founded: 1984

Company Size: 1-10

Company Address: 8500 Keystone Crossing Boulevard, Indianapolis, Indiana, United States

Peloton Wealth Strategists Contact Details

Name Title LinkedIn Phone Email
Charles Bobbish Partner
Marla Mast Operations Manager
Requires/Intent
Digital Marketing
IT Support
FinTech Solutions For Investment Firms
E-commerce Integration
and more

12. Hammond, Kennedy, Whitney & Company, Inc.

Industry: Investment Management

Location: Indiana

Company Founded: 1903

Company Size: 11-50

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

Hammond, Kennedy, Whitney & Company, Inc. Contact Details

Name Title LinkedIn Phone Email
Luke Phenicie Lead Transaction Partner
Michael Bruell Associate
Michelle Ball Manager Of Marketing
John Carsello Partner
Requires/Intent
IoT
Accounting
and more

13. Us Agriculture

Industry: Investment Management

Location: Indiana

Website: us-agriculture.com

Company Founded: 2015

Company Size: 1-10

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

Us Agriculture Contact Details

Name Title LinkedIn Phone Email
Meredith Devlin General Counsel And Chief Compliance Officer
Steve Hageman F
David Martin Director Asset Management
Kyle Maple Regional Director - Acquisitions
Clint Leman Director Of Portfolio Management
Aac Matt Harmon Regional Director
James Boren Controller
Requires/Intent and 2 more Employees
AI-Based Credit Risk Assessment
Cloud Solutions
Business Expansion
and more

14. Little Engine Ventures (lev)

Industry: Investment Management

Location: Indiana

Website: lev.vc

Company Founded: 2016

Company Size: 1-10

Company Address: 133 North 4th Street, Lafayette, Indiana, United States

Little Engine Ventures (lev) Contact Details

Name Title LinkedIn Phone Email
Mikel Berger Partner
Requires/Intent
Risk Management & Compliance
Hedge Fund Strategies
Mobile App Development
Legal
Data Security
and more

15. Reams Asset Management

Industry: Investment Management

Location: Indiana

Website: reamsasset.com

Company Founded: 1981

Company Size: 11-50

Company Address: 227 Washington Street, Columbus, Indiana, United States

Reams Asset Management Contact Details

Name Title LinkedIn Phone Email
Bobby Flynn Fixed Income Analyst
Taylor Harris Fixed Income Analyst
Jason Hoyer Portfolio Manager
Robert Flynn Fixed Income Analyst
Clark Holland Portfolio Manager
Ritika Shah Compliance Analyst
Gregory Vanduesen Chief Information Officer
Requires/Intent and 10 more Employees
Software Development
AI
ERP Solutions
High-Frequency Trading Solutions
Financial Due Diligence
and more

16. E&a Companies

Industry: Investment Management

Location: Indiana

Website: ea-companies.com

Company Founded: 1977

Company Size: 51-200

Company Address: 101 West Ohio Street, Indianapolis, Indiana, United States

E&a Companies Contact Details

Name Title LinkedIn Phone Email
Joe Kitson Human Resources Director
Kathy Hubbard Co Founder, Bridges Of Understanding Foundation
Al Hubbard Chariman | Partner
Alesia Chapman Manufacturer
Holly Chapman Secretary And Administrative Assistant
Requires/Intent
Digital Asset & Cryptocurrency Investment
CRM Systems
Market Research
and more

17. Kirr, Marbach & Co

Industry: Investment Management

Location: Indiana

Website: kirrmar.com

Company Founded: 1975

Company Size: 11-50

Kirr, Marbach & Co Contact Details

Name Title LinkedIn Phone Email
Roger Lee Senior Research Analyst
Collin Foster Investment Research Analyst And Fixed Income Portfolio Manager
Maggie Kamman Associate Director Of Client Service
Requires/Intent
AI-Based Credit Risk Assessment
Customer Relationship Management
E-commerce Integration
and more

18. Column Capital - Wealth Management

Industry: Investment Management

Location: Indiana

Website: columncapital.com

Company Founded: 2005

Company Size: 11-50

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

Column Capital - Wealth Management Contact Details

Name Title LinkedIn Phone Email
Justin Kassanits Executive Director
Mark Deprez Wealth Advisor
Sarah Little Wealth Advisor
Sandra Keevil Client Service Administrator
Melinda Woolsey Client Service Administrator
Joellen Ambuehl Tax Preparer
Requires/Intent
Software Development
Risk Management & Compliance
Business Expansion
and more

19. Sbc Wealth Management

Industry: Investment Management

Location: Indiana

Website: sbcwealth.com

Company Founded: 1983

Company Size: 1-10

Company Address: 2920 East 96th Street, Indianapolis, Indiana, United States

Sbc Wealth Management Contact Details

Name Title LinkedIn Phone Email
Kevin Sasena Wealth Advisor
Matt Mcbroom Wealth Advisor
Lynn Achinger Senior Client Relationship Manager
Stephanie West Director Of Operations
Mechelle Brandenburg Client Support
Awma Carson Shadowen Director, Vice President
Requires/Intent
Cloud Hosting
IoT
and more

20. Canterbury Investment Management, Llc

Industry: Investment Management

Location: Indiana

Website: canterburygroup.com

Company Founded: 2003

Company Size: 1-10

Company Address: 23 East Cedar Street, Zionsville, Indiana, United States

Canterbury Investment Management, Llc Contact Details

Name Title LinkedIn Phone Email
Thomas Hardin Managing Director And Chief Investment Officer
Brandon Bischof Vice President
Kim Custer Managing Director, Chief Investment Strategist
Elizabeth Ngo Director Of The Canterbury Institute
Kim Dale Director Of Client Relations
Requires/Intent
Data Security
M&A Advisory
AI
IoT
Institutional Asset Management
and more

21. Indiana Trust Wealth Management

Industry: Investment Management

Location: Indiana

Website: indtrust.com

Company Founded: 1988

Company Size: 11-50

Company Address: 4045 Edison Lakes Parkway, Mishawaka, Indiana, United States

Indiana Trust Wealth Management Contact Details

Name Title LinkedIn Phone Email
David Kibbe President And Chief Executive Officer
Rob Santoni Investment Officer
Clayton Bill Director Of Investment Advisory Services
Jon-michael Plennert Investment Advisor
Haley Buchanan Administrative Associate
Barb Fox Vice President, Director Of Operations
Requires/Intent
Web Development
Technology
AI
Cybersecurity Solutions
and more

22. Sheaff Brock Investment Advisors

Industry: Investment Management

Location: Indiana

Website: sheaffbrock.com

Company Founded: 2001

Company Size: 11-50

Company Address: 8801 River Crossing Boulevard, Indianapolis, Indiana, United States

Sheaff Brock Investment Advisors Contact Details

Name Title LinkedIn Phone Email
Dave Gilreath Managing Director
Audrey Kurzawa Chief Compliance Officer
Edward Humphreys Senior Portfolio Manager
Sheldon Hirst Controller
Walter Taggart Trading And Portfolio Allocation
William Taggart Vice President, Client Solutions
Libby Neidlinger New Accounts Specialist
Requires/Intent and 1 more Employees
Accounting
Digital Asset & Cryptocurrency Investment
ESG Investing & Impact Analysis
Predictive Analytics
and more

23. Draft Capital

Industry: Investment Management

Location: Indiana

Website: draftcapital.com

Company Founded: 2018

Company Size: 1-10

Draft Capital Contact Details

Name Title LinkedIn Phone Email
Matt Monson Ceo, Managing Director
Requires/Intent
Robo-Advisors & AI Trading
Automation
Technology
Portfolio Management Solutions
Customer Relationship Management
and more

24. Harbour Trust Company

Industry: Investment Management

Location: Indiana

Website: harbourtrust.com

Company Founded: 1997

Company Size: 11-50

Company Address: 1024 North Karwick Road, Michigan City, Indiana, United States

Harbour Trust Company Contact Details

Name Title LinkedIn Phone Email
Stephanie Oberlie President
John Bobillo Investment Officer
Connie Trottier-rardin Administrative Assistant
Bob Rose Chief Executive Officer And Chairman
Brian Merrill Vice President And Chief Investment Officer
Connie Rardin Administrative Assistant
Julie Corbett Trust Administrator
Requires/Intent
Robo-Advisors & AI Trading
AI-Based Credit Risk Assessment
and more

25. Shoreline Asset Management Llc

Industry: Investment Management

Location: Indiana

Website: shoreline-llc.com

Company Founded: 1998

Company Size: 11-50

Company Address: 412 South Main Street, New Castle, Indiana, United States

Shoreline Asset Management Llc Contact Details

Name Title LinkedIn Phone Email
Tim Woodward Chief Compliance Officer | Investment Advisor
Cindy Hamilton Client Services Representative
Tina Conyers Client Service Representative
Requires/Intent
Global Market Trend Analysis
Risk Management & Compliance
Smart Contracts For Investment
FinTech Solutions For Investment Firms
and more

26. Dag Global, Llc

Industry: Investment Management

Location: Indiana

Company Founded: 2018

Company Size: 1-10

Company Address: 2011 South Ramsey Drive, Bloomington, Indiana, United States

Dag Global, Llc Contact Details

Name Title LinkedIn Phone Email
David Gray Managing Member
Requires/Intent
Digital Asset & Cryptocurrency Investment
Business Expansion
Mobile App Development
and more

27. Presbyterian Church (u.s.a.) Foundation

Industry: Investment Management

Location: Indiana

Company Size: 11-50

Presbyterian Church (u.s.a.) Foundation Contact Details

Name Title LinkedIn Phone Email
Troy Marables Vice President Director Of Human Resources
Caralee Jones Operations Manager, Administrative Services
Matt Hinkle Information Specialist
Christy Dickson Trust Operations Account Specialist, Fund Services
Regina Kimbrough Operations Manager
Pat Ohlmann Assistant Vice President Gift Planning
Melaina Smith Marketing Content Design Specialist
Requires/Intent
Risk Management & Compliance
Alternative Investment Consulting
Data Security
and more

28. The Archer Funds

Industry: Investment Management

Location: Indiana

Website: thearcherfunds.com

Company Size: 1-10

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

The Archer Funds Contact Details

Name Title LinkedIn Phone Email
Steven Demas Portfolio Manager
Requires/Intent
Public Relations
Accounting
and more

29. Indiana Trust Company

Industry: Investment Management

Location: Indiana

Company Founded: 1988

Company Size: 1-10

Company Address: 315 West Adams Street, Muncie, Indiana, United States

Indiana Trust Company Contact Details

Name Title LinkedIn Phone Email
Andrea Soule Wealth Advisor
Mary Klute Trust Administrative Associate
Janelle Rehlander Staff Accountant
Deborah Klosowski Trust Administrator
Judith Weicht Vice President And Wealth Advisor
Sara Wolfe Administrative Assistant
Jay Gosselin Wealth Advisor And Retirement Plan Specialist
Requires/Intent and 4 more Employees
ERP Solutions
E-commerce Integration
and more

30. Sycamore Financial Group

Industry: Investment Management

Location: Indiana

Website: sycamoreweb.com

Company Founded: 1983

Company Size: 1-10

Company Address: 2713 Rockford Lane, Kokomo, Indiana, United States

Sycamore Financial Group Contact Details

Name Title LinkedIn Phone Email
Allison Rumschik Investment Advisor
Brent Yard Investment Advisor And Registered Representative
Don Schlegelmilch Investment Advisor
Kathy Carter Operations Manager
Requires/Intent
Mobile App Development
Customer Relationship Management
and more

31. Ati

Industry: Investment Management

Location: Indiana

Website: ati.co

Company Founded: 2017

Company Size: 11-50

Company Address: 2817 East Dupont Road, Fort Wayne, Indiana, United States

Ati Contact Details

Name Title LinkedIn Phone Email
Pooya Ghiaseddin Chief Executive Officer
Jaime Baca Software Development Intern
Requires/Intent
Cloud Solutions
ESG Investing & Impact Analysis
Financial Due Diligence
Risk Management & Compliance
AI Chatbots
and more

32. Greenway Advisors

Industry: Investment Management

Location: Indiana

Website: greenwayadv.com

Company Founded: 2012

Company Size: 1-10

Company Address: 1329 West 96th Street, Indianapolis, Indiana, United States

Greenway Advisors Contact Details

Name Title LinkedIn Phone Email
Andy Parrish Vice President And Financial Advisor And Partner
Requires/Intent
M&A Advisory
Software Development
Hedge Fund Strategies
and more

33. Smi Advisory Services, Llc

Industry: Investment Management

Location: Indiana

Website: smifund.com

Company Founded: 2005

Company Size: 1-10

Company Address: 411 6th Street, Columbus, Indiana, United States

Smi Advisory Services, Llc Contact Details

Name Title LinkedIn Phone Email
Mark Biller Senior Portfolio Manager
Denise Lucas Technology Services Coordinator
Paul Wilkin Investment Advisor
Requires/Intent
Digital Asset & Cryptocurrency Investment
Alternative Investment Consulting
Hedge Fund Strategies
and more

34. Martin Financial Group, Llc

Industry: Investment Management

Location: Indiana

Website: martinfinancialgroup.net

Company Founded: 2000

Company Size: 11-50

Company Address: 3707 Charlestown Road, New Albany, Indiana, United States

Martin Financial Group, Llc Contact Details

Name Title LinkedIn Phone Email
Afton Yaeger Financial Planner, Investment Advisor Representative
Susie Schott-martin Marketing Manager, Registered Representative
Requires/Intent
M&A Advisory
Accounting
and more

35. Warren Ward Associates

Industry: Investment Management

Location: Indiana

Website: warrenwardassociates.com

Company Size: 1-10

Company Address: 205 Washington Street, Columbus, Indiana, United States

Warren Ward Associates Contact Details

Name Title LinkedIn Phone Email
Jalene Hahn Owner And Financial Planner
Requires/Intent
AI
Advertising
Sales
Compliance & Risk Management
and more

36. Mcmillen & Company

Industry: Investment Management

Location: Indiana

Website: mcmillencompany.com

Company Founded: 2002

Company Size: 1-10

Mcmillen & Company Contact Details

Name Title LinkedIn Phone Email
Mike Mcmillen Founder At Mcmillen Company
Requires/Intent
IPO Advisory
HR & Payroll Services
Financial Management
and more

37. Archer Investment Corporation

Industry: Investment Management

Location: Indiana

Website: archerinvestment.com

Company Size: 51-200

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

Archer Investment Corporation Contact Details

Name Title LinkedIn Phone Email
Megan Dobson Client Service And Marketing Representative
Requires/Intent
CRM Systems
Automation
Investor Relations & Reporting
and more

38. Equity Investment Group, Inc.

Industry: Investment Management

Location: Indiana

Website: equityinvestmentgroup.com

Company Founded: 1990

Company Size: 11-50

Company Address: 111 East Wayne Street, Fort Wayne, Indiana, United States

Equity Investment Group, Inc. Contact Details

Name Title LinkedIn Phone Email
Dan Michael Chief Financial Officer
Eleanor Cappelli Office Property Management
Jodi Houser Property Manager And Marketing
Ann Queen Senior Asset Manager
Anthony Zirille Principal And General Counsel
Dennis Callison Director Of Acquisitions
Requires/Intent
AI-Powered Financial Forecasting
Private Wealth Management
and more

39. Peloton Capital Partners

Industry: Investment Management

Location: Indiana

Website: pelotonfund.com

Company Founded: 2016

Company Size: 1-10

Peloton Capital Partners Contact Details

Name Title LinkedIn Phone Email
Stephen Carr Partner And Portfolio Manager
Requires/Intent
Tax Optimization For Investments
Compliance & Risk Management
Cybersecurity Solutions
Digital Asset & Cryptocurrency Investment
and more

40. Baxter Capital Management

Industry: Investment Management

Location: Indiana

Website: baxtercapitalmanagement.com

Company Size: 1-10

Company Address: 9247 North Meridian Street, Indianapolis, Indiana, United States

Baxter Capital Management Contact Details

Name Title LinkedIn Phone Email
Dave Smith President
Derek Gale Financial Analyst
Requires/Intent
Financial Management
AI Chatbots
Smart Contracts For Investment
and more

41. American Equity Investment Corp.

Industry: Investment Management

Location: Indiana

Website: investforyou.com

Company Founded: 1996

Company Size: 51-200

Company Address: 4222 Grantline Road, New Albany, Indiana, United States

American Equity Investment Corp. Contact Details

Name Title LinkedIn Phone Email
Timothy Peoples President
Jenni Henter Annuity Service Technician
Requires/Intent
AI Chatbots
Public Relations
AI
and more

42. South Central Inc

Industry: Investment Management

Location: Indiana

Website: southcentralinc.com

Company Founded: 1946

Company Size: 51-200

Company Address: 20 Northwest Third Street, Evansville, Indiana, United States

South Central Inc Contact Details

Name Title LinkedIn Phone Email
Harry Vasels Vice President Financial Analysis
Requires/Intent
Digital Marketing
Institutional Asset Management
Customer Relationship Management
Data Security
and more

43. Ira Realty Fund

Industry: Investment Management

Location: Indiana

Website: irarealtyfund.com

Company Founded: 2015

Company Size: 1-10

Company Address: 4704 Indianapolis Boulevard, East Chicago, Indiana, United States

Ira Realty Fund Contact Details

Name Title LinkedIn Phone Email
Juan Villarreal Chief Executive Officer Director Of Investment
Requires/Intent
E-commerce Integration
IoT
Hedge Fund Strategies
and more

44. Saw Capital, Llc

Industry: Investment Management

Location: Indiana

Website: sawcapital.com

Company Founded: 2002

Company Size: 11-50

Company Address: 4310 Stout Field North Drive North, Indianapolis, Indiana, United States

Saw Capital, Llc Contact Details

Name Title LinkedIn Phone Email
Aaron Weaver Director Of Operations
Requires/Intent
Automation
CRM Systems
and more

45. Treybourne Wealth

Industry: Investment Management

Location: Indiana

Website: treybournewealth.com

Company Founded: 1983

Company Size: 1-10

Company Address: 609 Treybourne Drive, Greenwood, Indiana, United States

Treybourne Wealth Contact Details

Name Title LinkedIn Phone Email
Jessica Shugg Support Advisor
Jessica Beaman Support Advisor
Requires/Intent
Data Security
Hedge Fund Strategies
and more

46. Mcallister Financial Planning

Industry: Investment Management

Location: Indiana

Website: tommcallister.com

Company Size: 1-10

Company Address: 1098 Timber Creek Drive, Carmel, Indiana, United States

Mcallister Financial Planning Contact Details

Name Title LinkedIn Phone Email
Thomas Mcallister Owner
Requires/Intent
Sales
Institutional Asset Management
Technology
ESG Investing & Impact Analysis
Tax Optimization For Investments
and more

47. Solv Holdings

Industry: Investment Management

Location: Indiana

Company Size: 501-1000

Company Address: 2809 East Dupont Road, Fort Wayne, Indiana, United States

Solv Holdings Contact Details

Name Title LinkedIn Phone Email
Tim Fletcher Administrative Analyst
Requires/Intent
Digital Marketing
Smart Contracts For Investment
and more

48. The Volkers Group, Llc.

Industry: Investment Management

Location: Indiana

Website: volkersgroup.com

Company Size: 1-10

Company Address: 1096 Ohio Street, Terre Haute, Indiana, United States

The Volkers Group, Llc. Contact Details

Name Title LinkedIn Phone Email
Mel Krueger Financial Advisor
Requires/Intent
Private Wealth Management
Automation
SEO
ERP Solutions
and more

49. Evia Investment Advisors

Industry: Investment Management

Location: Indiana

Website: eviaadvisors.com

Company Size: 1-10

Company Address: 802 Mulberry Street, Noblesville, Indiana, United States

Evia Investment Advisors Contact Details

Name Title LinkedIn Phone Email
Julie Evanson Director Of Administration And Customer Experience
Requires/Intent
Business Expansion
Institutional Asset Management
AI
and more

50. Mfg Wealth Management, Inc.

Industry: Investment Management

Location: Indiana

Website: mfgwealthmgmt.com

Company Size: 1-10

Company Address: 6920 South East Street East, Indianapolis, Indiana, United States

Mfg Wealth Management, Inc. Contact Details

Name Title LinkedIn Phone Email
Michael Mccracken President And Chief Executive Officer
Requires/Intent
Data Security
Financial Management
E-commerce Integration
and more

51. Three Kings Construction

Industry: Investment Management

Location: Indiana

Website: 3kingsin.com

Company Size: 1-10

Company Address: 1900 Pleasant Street, Noblesville, Indiana, United States

Three Kings Construction Contact Details

Name Title LinkedIn Phone Email
Rance Riley Owner
Requires/Intent
Digital Marketing
Mobile App Development
and more

52. Washington & Scoville, Llc

Industry: Investment Management

Location: Indiana

Website: wsinvest.com

Company Size: 1-10

Company Address: 450 East 96th Street, Indianapolis, Indiana, United States

Washington & Scoville, Llc Contact Details

Name Title LinkedIn Phone Email
Marquette Tyler Administrative Assistant Bookkeeper
Requires/Intent
CRM Systems
FinTech Solutions For Investment Firms
Global Market Trend Analysis
Portfolio Management Solutions
IoT
and more

53. Wellington Commodities Corp

Industry: Investment Management

Location: Indiana

Website: wellingtoncommodities.com

Company Size: 1-10

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

Wellington Commodities Corp Contact Details

Name Title LinkedIn Phone Email
Jerod Leman President
Requires/Intent
IPO Advisory
High-Frequency Trading Solutions
Automation
Business Expansion
and more

54. Horizon Investment Services, Llc

Industry: Investment Management

Location: Indiana

Website: horizoninvestment.com

Company Founded: 1997

Company Size: 11-50

Company Address: 7412 Calumet Avenue, Hammond, Indiana, United States

Horizon Investment Services, Llc Contact Details

Name Title LinkedIn Phone Email
Jen Textor Portfolio Administrator And Back Office Operations
Dillon Evans Intern
Requires/Intent
Tax Optimization For Investments
Risk Management & Compliance
Portfolio Management Solutions
M&A Advisory
and more

55. Global Macro Trading Club @iu

Industry: Investment Management

Location: Indiana

Company Founded: 2020

Company Size: 11-50

Global Macro Trading Club @iu Contact Details

Name Title LinkedIn Phone Email
Hirnay Sharma Ambitious | Analytical | Kelley School Of Business | Hudson And Holland Program | Vice President
Requires/Intent
Investor Relations & Reporting
Institutional Asset Management
AI-Based Credit Risk Assessment
Hedge Fund Strategies
and more

56. Rjp Investment Advisors

Industry: Investment Management

Location: Indiana

Website: rjpinvestmentadvisors.com

Company Size: 1-10

Company Address: 101 West Ohio Street, Indianapolis, Indiana, United States

Rjp Investment Advisors Contact Details

Name Title LinkedIn Phone Email
Randolph Pisane Money Manager
Requires/Intent
Compliance & Risk Management
Web Development
and more

57. Guillemet Futures

Industry: Investment Management

Location: Indiana

Website: guillemetfutures.com

Company Founded: 2004

Company Size: 1-10

Company Address: 8339 Kousa Drive, Indianapolis, Indiana, United States

Guillemet Futures Contact Details

Name Title LinkedIn Phone Email
Wendy Gingerich Managed Futures Broker
Requires/Intent
Advertising
Alternative Investment Consulting
Predictive Analytics
Robo-Advisors & AI Trading
Sales
and more

58. Gimbal Financial

Industry: Investment Management

Location: Indiana

Website: gimbalfinancial.com

Company Founded: 1997

Company Size: 1-10

Gimbal Financial Contact Details

Name Title LinkedIn Phone Email
Doug Shrieve Investment Manager
Julie Kanedy Sales Assistant
Requires/Intent
Mobile App Development
Private Wealth Management
Risk Management & Compliance
AI-Powered Financial Forecasting
and more

59. Ertl Enterprises, Inc.

Industry: Investment Management

Location: Indiana

Website: ertlenterprises.com

Company Founded: 1996

Company Size: 11-50

Company Address: 2316 Jefferson Street, Anderson, Indiana, United States

Ertl Enterprises, Inc. Contact Details

Name Title LinkedIn Phone Email
Eli Leman Engineering Intern
Molly Sluss Graphic Designer
Requires/Intent
Cloud Solutions
Automation
Financial Management
Customer Relationship Management
Software Development
and more

60. Crm Properties

Industry: Investment Management

Location: Indiana

Website: crmproperties.net

Company Founded: 2012

Company Size: 11-50

Company Address: 2626 South Webster Street, Kokomo, Indiana, United States

Crm Properties Contact Details

Name Title LinkedIn Phone Email
Elizabeth Spruengli Human Resources, Payroll Manager
Bethany Shoffner Portfolio Manager
Requires/Intent
E-commerce Integration
Risk Management & Compliance
Hedge Fund Strategies
and more

61. Geetha Sivam Md

Industry: Investment Management

Location: Indiana

Company Size: 1-10

Company Address: 9725 Prairie Avenue, Highland, Indiana, United States

Geetha Sivam Md Contact Details

Name Title LinkedIn Phone Email
Renee Katsinis Pediatric Nurse Practitioner
Requires/Intent
AI-Based Credit Risk Assessment
Legal
and more

62. Foster Financial Services

Industry: Investment Management

Location: Indiana

Website: fosterfinancial.net

Company Size: 1-10

Company Address: 2720 Dupont Commerce Court, Fort Wayne, Indiana, United States

Foster Financial Services Contact Details

Name Title LinkedIn Phone Email
Cami Mcabee Operations Manager
Requires/Intent
Digital Asset & Cryptocurrency Investment
Technology
Cloud Hosting
Tax Optimization For Investments
and more

63. Leading Edge Companies

Industry: Investment Management

Location: Indiana

Website: leadingedgecompanies.com

Company Size: 11-50

Company Address: 8910 Purdue Road, Indianapolis, Indiana, United States

Leading Edge Companies Contact Details

Name Title LinkedIn Phone Email
Edwin Streuli Co-founder, Managing Partner
Cameron Beever Field Service Manager
Kristi Hale Accounting Coordinator
Requires/Intent
Institutional Asset Management
Global Market Trend Analysis
E-commerce Integration
Mobile App Development
Cybersecurity Solutions
and more

64. Mainstream Investment Advisers

Industry: Investment Management

Location: Indiana

Company Founded: 1997

Company Size: 11-50

Company Address: 101 West Spring Street, New Albany, Indiana, United States

Mainstream Investment Advisers Contact Details

Name Title LinkedIn Phone Email
Lisa Nash Marketing And Finance At Mainstream Investment Advisers
Debbie Pellman Trader At Mainstream Investment Advisers
Requires/Intent
HR & Payroll Services
Automation
Digital Asset & Cryptocurrency Investment
and more

65. Kerlin Motor Co

Industry: Investment Management

Location: Indiana

Website: kerlinmotors.com

Company Size: 1-10

Company Address: 9944 South State Road, Silver Lake, Indiana, United States

Kerlin Motor Co Contact Details

Name Title LinkedIn Phone Email
Kevin Kersey Parts And Service Director
Requires/Intent
Investor Relations & Reporting
Cloud Hosting
Web Development
Institutional Asset Management
and more

66. Prospero Financial Planning, Llc

Industry: Investment Management

Location: Indiana

Website: prosperofp.com

Company Founded: 2001

Company Size: 1-10

Company Address: 23 South 8th Street, Noblesville, Indiana, United States

Prospero Financial Planning, Llc Contact Details

Name Title LinkedIn Phone Email
Laura Tefft Investment Assistant
Requires/Intent
Alternative Investment Consulting
Technology
Cybersecurity Solutions
Robo-Advisors & AI Trading
Web Development
and more

67. Synergy 360

Industry: Investment Management

Location: Indiana

Website: synergy-360.com

Company Founded: 2009

Company Size: 1-10

Company Address: 748 East Bates Street, Indianapolis, Indiana, United States

Synergy 360 Contact Details

Name Title LinkedIn Phone Email
Jessi Clouser Office Manager
Requires/Intent
Web Development
Predictive Analytics
AI-Powered Financial Forecasting
Market Research
and more

68. 5 Star Investing, Llc

Industry: Investment Management

Location: Indiana

Website: 5starinvesting.com

Company Founded: 2008

Company Size: 1-10

Company Address: 304 North Main Street, Middlebury, Indiana, United States

5 Star Investing, Llc Contact Details

Name Title LinkedIn Phone Email
Michael Alfrey Investment Operations Manager
Requires/Intent
Data Security
SEO
Customer Relationship Management
and more

69. Corya Capital

Industry: Investment Management

Location: Indiana

Website: coryacapital.com

Company Founded: 2002

Company Size: 1-10

Company Address: 1226 North County Road, Greensburg, Indiana, United States

Corya Capital Contact Details

Name Title LinkedIn Phone Email
Deb Reese Office Manager
Requires/Intent
FinTech Solutions For Investment Firms
Mobile App Development
Risk Management & Compliance
Financial Management
M&A Advisory
and more

70. Capital Financial Management

Industry: Investment Management

Location: Indiana

Company Size: 1-10

Company Address: 6525 East 82nd Street, Indianapolis, Indiana, United States

Capital Financial Management Contact Details

Name Title LinkedIn Phone Email
Caprice Mallett President
Requires/Intent
Portfolio Management Solutions
Advertising
Accounting
Smart Contracts For Investment
and more
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Indiana Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Bill Mcneal Equity Financial Services President
2 Jason Andrews Equity Financial Services President
3 Richard Edwards Equity Financial Services Financial Consultant
4 Marybeth Harris Equity Financial Services Commercial Portfolio Manager And Real Estate Brokerage
5 Marty Zahn Equity Financial Services Administrative Assistant
6 Juli Bobbitt Equity Financial Services Licensed Assistant
7 Chris Salmen Equity Financial Services Co-owner
8 Brian Van Hall Ambassador Enterprises, Llc Strategic Leader For Impact Investments
9 Arlan Friesen Ambassador Enterprises, Llc President
10 Gracia Reed Ambassador Enterprises, Llc Office Coordinator
11 Ringo Santiago Ambassador Enterprises, Llc Creative Director
12 Brian Vanhall Ambassador Enterprises, Llc Impact Investment Leader
13 Ross Gamby Ambassador Enterprises, Llc Team Member
14 Barbara Dyrcz Ambassador Enterprises, Llc Program Specialist
15 Tony Brita Ash Crest Corp. Vp| Chief Operating And Financial Officer
16 Joe Doyle The Coin Shop Assistant Principal Bhss
17 Angela Harlan The Coin Shop Assessment Coordinator
18 Catharine Rademacher The Coin Shop Teacher
19 Kathy Bruner The Coin Shop Community Based Special Educ Coord
20 Diana Hoffman The Coin Shop Graphic Designer And Marketer-pr And Volunteer Coordinator
21 Susanna Shelton The Coin Shop Teacher
22 Doreen Devitt The Coin Shop Speech And Language Pathologist
23 Jeremy Sowders Hoosier Energy Economic Development Coordinator
24 Scott Bowers Hoosier Energy Vice President Public Policy And Member Services
25 Rob Horton Hoosier Energy Chief Operating Officer
26 Megan Miller Hoosier Energy Human Resources Analyst
27 Holly Nethery Hoosier Energy Senior Analyst
28 Donna Walker Hoosier Energy Chief Executive Officer
29 Tianyu Chen Hoosier Energy Capstone Consultant
30 Jeffrey Borgert Goelzer Investment Management Institutional Investment Advisor
31 Dean Weseli Goelzer Investment Management Investment Advisor
32 Aimee Deveau Goelzer Investment Management Office Manager
33 Craig Maschmeyer Goelzer Investment Management Associate Portfolio Manager
34 Jonah Gjertson Goelzer Investment Management Institutional Analyst
35 Don Hutchinson Goelzer Investment Management Managing Director Institutional Advisory Services
36 Dean Weseli Goelzer Investment Management Investment Advisor
37 M.s Katie Old National Wealth Management Assistant Vice President, Trust Officer
38 Mark Chandler Old National Wealth Management Vice President - Evansville Market Trust Administration Manager
39 Eric Lindley Old National Wealth Management Trust Counsel And Wealth Group Support Director, Senior Vice President
40 Cynthia Goodman Old National Wealth Management Vice President And Portfolio Manager

Investment Management companies in different states of USA

No. Industry Number of Contacts Download
1 Investment Management Startups and Companies in Alabama 274
2 Investment Management Startups and Companies in Alaska 96
3 Investment Management Startups and Companies in Arizona 218
4 Investment Management Startups and Companies in Arkansas 52
5 Investment Management Startups and Companies in California 1690
6 Investment Management Startups and Companies in Colorado 619
7 Investment Management Startups and Companies in Connecticut 1366
8 Investment Management Startups and Companies in Delaware 72
9 Investment Management Startups and Companies in Florida 233
10 Investment Management Startups and Companies in Georgia 290
11 Investment Management Startups and Companies in Hawaii 22
12 Investment Management Startups and Companies in Idaho 103
13 Investment Management Startups and Companies in Illinois 1798
14 Investment Management Startups and Companies in Iowa 540
15 Investment Management Startups and Companies in Kansas 337
16 Investment Management Startups and Companies in Kentucky 99
17 Investment Management Startups and Companies in Louisiana 122
18 Investment Management Startups and Companies in Maine 65
19 Investment Management Startups and Companies in Maryland 3570
20 Investment Management Startups and Companies in Massachusetts 2397
21 Investment Management Startups and Companies in Michigan 173
22 Investment Management Startups and Companies in Minnesota 1147
23 Investment Management Startups and Companies in Mississippi 47
24 Investment Management Startups and Companies in Missouri 1181
25 Investment Management Startups and Companies in Montana 9
26 Investment Management Startups and Companies in Nebraska 48
27 Investment Management Startups and Companies in Nevada 72
28 Investment Management Startups and Companies in New Hampshire 87
29 Investment Management Startups and Companies in New Jersey 709
30 Investment Management Startups and Companies in New Mexico 47
31 Investment Management Startups and Companies in New York 4591
32 Investment Management Startups and Companies in North Carolina 164
33 Investment Management Startups and Companies in North Dakota 4
34 Investment Management Startups and Companies in Ohio 326
35 Investment Management Startups and Companies in Oklahoma 148
36 Investment Management Startups and Companies in Oregon 298
37 Investment Management Startups and Companies in Pennsylvania 617
38 Investment Management Startups and Companies in Rhode Island 36
39 Investment Management Startups and Companies in South Carolina 129
40 Investment Management Startups and Companies in South Dakota 13
41 Investment Management Startups and Companies in Tennessee 251
42 Investment Management Startups and Companies in Texas 448
43 Investment Management Startups and Companies in Utah 356
44 Investment Management Startups and Companies in Vermont 83
45 Investment Management Startups and Companies in Virginia 854
46 Investment Management Startups and Companies in Washington 317
47 Investment Management Startups and Companies in Wisconsin 621
48 Investment Management Startups and Companies in Wyoming 25
49 Investment Management Startups and Companies in District Of Columbia 314

Investment Management companies in different cities of Indiana

No. Cities Number of Contacts Download
1 Investment Management Companies in Indianapolis 2530
2 Investment Management Companies in Carmel 345
3 Investment Management Companies in Fort Wayne 805