Top 75 Investment Management Startups And Companies in Ohio

Get contact information of Top decision makers like Founder, CEO, CFO, CMO, CTO, Marketing head, HR head, Managers and other employees along with company details in Excel or CSV file.

Get Featured and Increase Sales.

Get Featured on Businesscontacts.io premium Ad space and get exponential visibility, reach and Sales.

Get Featured

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

Investment Management Startups And Companies in Ohio

1. Diamond Hill Capital Management, Inc.

Industry: Investment Management

Location: Ohio

Website: diamond-hill.com

Company Founded: 2000

Company Size: 51-200

Company Address: 325 John H Mcconnell Boulevard, Columbus, Ohio, United States

Diamond Hill Capital Management, Inc. Contact Details

Name Title LinkedIn Phone Email
Joshua Barber Research Analyst And Portfolio Manager
Alex Gardner Managing Director - Product And Strategy
Alex Gardner Managing Director - Product And Strategy
Alex Gardner Managing Director - Product And Strategy
Troy Golinghorst Senior Manager, Investment Operations
Troy Golinghorst Senior Manager, Investment Operations
Troy Golinghorst Senior Manager, Investment Operations
Requires/Intent and 15 more Employees
Smart Contracts For Investment
Branding
Institutional Asset Management
and more

2. Jobsohio

Industry: Investment Management

Location: Ohio

Website: jobs-ohio.com

Company Founded: 2011

Company Size: 51-200

Company Address: 41 South High Street, Columbus, Ohio, United States

Jobsohio Contact Details

Name Title LinkedIn Phone Email
Tim Derickson Senior Director, Food And Agribusiness
Tim Derickson Senior Director, Food And Agribusiness
Tim Derickson Senior Director, Food And Agribusiness
Amy Lei Senior Business Intelligence Analyst
Amy Lei Senior Business Intelligence Analyst
Amy Lei Senior Business Intelligence Analyst
Alina Harastasanu Senior Manager, European Business Development
Requires/Intent and 9 more Employees
Cloud Solutions
Investor Relations & Reporting
HR & Payroll Services
Advertising
Predictive Analytics
and more

3. Hamilton Capital Management

Industry: Investment Management

Location: Ohio

Website: hamiltoncapital.com

Company Founded: 1997

Company Size: 51-200

Company Address: 5025 Arlington Centre Boulevard, Columbus, Ohio, United States

Hamilton Capital Management Contact Details

Name Title LinkedIn Phone Email
Phil Shaffer Managing Director Of Institutional Services At Hamilton Capital, A Nationally Acclaimed Registered
Phil Shaffer Managing Director Of Institutional Services At Hamilton Capital, A Nationally Acclaimed Registered
J Ryan Chambers Associate Financial Advisor
J Ryan Chambers Associate Financial Advisor
J Ryan Chambers Associate Financial Advisor
Gregory Smith Senior Vice President
Gregory Smith Senior Vice President
Requires/Intent and 16 more Employees
AI-Powered Financial Forecasting
AI Chatbots
High-Frequency Trading Solutions
HR & Payroll Services
and more

4. Johnson Investment Counsel

Industry: Investment Management

Location: Ohio

Website: johnsoninv.com

Company Founded: 1965

Company Size: 51-200

Company Address: 3777 West Fork Road, Cincinnati, Ohio, United States

Johnson Investment Counsel Contact Details

Name Title LinkedIn Phone Email
Christian Brandetsas Portfolio Manager Assistant
Christian Brandetsas Portfolio Manager Assistant
Christian Brandetsas Portfolio Manager Assistant
Emily Shewmaker Portfolio Manager Assistant
Jamie Winburn Marketing Manager
Jason Jackman President And Chief Investment Officer
Jonathan Mcevoy Portfolio Manager, Johnson Investment Services
Requires/Intent and 10 more Employees
IoT
Predictive Analytics
Accounting
Customer Relationship Management
Robo-Advisors & AI Trading
and more

5. Asset Iq

Industry: Investment Management

Location: Ohio

Website: assetiqllc.com

Company Founded: 2011

Company Size: 11-50

Company Address: 1126 Old Street, Batavia, Ohio, United States

Asset Iq Contact Details

Name Title LinkedIn Phone Email
Dale Barger Executive Chairman And President
Dale Barger Executive Chairman And President
Lori Beck Auction Coordinator
Lori Beck Auction Coordinator
Lori Beck Auction Coordinator
Requires/Intent
Alternative Investment Consulting
Hedge Fund Strategies
Mobile App Development
HR & Payroll Services
and more

6. Boyd Watterson Asset Management

Industry: Investment Management

Location: Ohio

Website: boydwatterson.com

Company Founded: 1928

Company Size: 51-200

Company Address: 1301 East 9th Street, Cleveland, Ohio, United States

Boyd Watterson Asset Management Contact Details

Name Title LinkedIn Phone Email
Ryan Willis Institutional Sales - Support
Jeff Hurvitz Assistant Vice President, Asset Management
Mark Montgomery Manager, Construction
Steve Riley Assistant Vice President
Patricia Jamieson Chief Financial Officer
Patricia Jamieson Chief Financial Officer
Patricia Jamieson Chief Financial Officer
Requires/Intent and 6 more Employees
Web Development
Institutional Asset Management
AI-Based Credit Risk Assessment
M&A Advisory
and more

7. Fort Washington Investment Advisors, Inc.

Industry: Investment Management

Location: Ohio

Website: fortwashington.com

Company Founded: 1990

Company Size: 51-200

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

Fort Washington Investment Advisors, Inc. Contact Details

Name Title LinkedIn Phone Email
Amy Hoffman Relationship Manager
Amy Hoffman Relationship Manager
Amy Hoffman Relationship Manager
Kimberly Elmer Assistant Vice President, Investment Operations And Project Management
Kimberly Elmer Assistant Vice President, Investment Operations And Project Management
Kimberly Elmer Assistant Vice President, Investment Operations And Project Management
Amity Denman Senior Research Analyst, Private Equity
Requires/Intent and 13 more Employees
Risk Management & Compliance
Cloud Hosting
Compliance & Risk Management
and more

8. Tdc Investment Advisory

Industry: Investment Management

Location: Ohio

Website: tdcinvestmentadvisory.com

Company Size: 51-200

Company Address: 1440 Arrowhead Drive, Maumee, Ohio, United States

Tdc Investment Advisory Contact Details

Name Title LinkedIn Phone Email
Chris Winters Director, Retirement Plan Services
Chris Winters Director, Retirement Plan Services
Chris Winters Director, Retirement Plan Services
Corey Scarbrough Portfolio Trader And Administrator
Corey Scarbrough Portfolio Trader And Administrator
Corey Scarbrough Portfolio Trader And Administrator
John Cordes Family Wealth Associate
Requires/Intent and 2 more Employees
Digital Marketing
Mobile App Development
Portfolio Management Solutions
Software Development
Sales
and more

9. Davis Center For Portfolio Management

Industry: Investment Management

Location: Ohio

Company Founded: 1999

Company Size: 11-50

Company Address: 300 College Park Avenue, Dayton, Ohio, United States

Davis Center For Portfolio Management Contact Details

Name Title LinkedIn Phone Email
Christian Hense Healthcare And Technology Sector Analyst
Jake Cogley Healthcare Equity Analyst
Jake Cogley Healthcare Equity Analyst
Jake Cogley Healthcare Equity Analyst
Eric Weber Financials, Real Estate And Utilities Sector Team Member; Securities Analysis Team Member
Nicholas Cragon Tmt Analyst
Jessica Thomas Securities Analysis Team Member
Requires/Intent
Risk Management & Compliance
Digital Asset & Cryptocurrency Investment
FinTech Solutions For Investment Firms
Cloud Solutions
Automation
and more

10. Matson Money

Industry: Investment Management

Location: Ohio

Website: matsonmoney.com

Company Founded: 1991

Company Size: 51-200

Company Address: 5955 Deerfield Boulevard, Mason, Ohio, United States

Matson Money Contact Details

Name Title LinkedIn Phone Email
Cindy Carpenter Coach And Certified Financial Planner Professional
Braden Fraley Lead Salesforce Developer
Erika Landavazo Compliance Officer
Matthew Thomas Software Developer
Matthew Thomas Software Developer
Matthew Thomas Software Developer
John Bean Wealth Coach
Requires/Intent and 17 more Employees
Smart Contracts For Investment
Branding
Hedge Fund Strategies
and more

11. Shoker Investment Counsel

Industry: Investment Management

Location: Ohio

Company Size: 1-10

Company Address: 3642 Kehr Road, Oxford, Ohio, United States

Shoker Investment Counsel Contact Details

Name Title LinkedIn Phone Email
Randall Shoker President
Randall Shoker President
Randall Shoker President
Requires/Intent
High-Frequency Trading Solutions
Cybersecurity Solutions
M&A Advisory
Risk Management & Compliance
and more

12. Rhinevest

Industry: Investment Management

Location: Ohio

Website: rhinevest.com

Company Founded: 2015

Company Size: 1-10

Company Address: 1123 Walnut Street, Cincinnati, Ohio, United States

Rhinevest Contact Details

Name Title LinkedIn Phone Email
Claire Beams Financial Planner
Claire Beams Financial Planner
Claire Beams Financial Planner
Requires/Intent
Compliance & Risk Management
AI
Cybersecurity Solutions
CRM Systems
AI-Powered Financial Forecasting
and more

13. Strategic Franchising Systems

Industry: Investment Management

Location: Ohio

Website: strategicfranchising.com

Company Founded: 1994

Company Size: 51-200

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

Strategic Franchising Systems Contact Details

Name Title LinkedIn Phone Email
Jackie Shaffer Director Of Human Resources
Renaee Fox Franchise Business Coach - Operations Manager
Jeff Siehl General Counsel And Vice President
Jeff Siehl General Counsel And Vice President
Jeff Siehl General Counsel And Vice President
Jim Vanderveer Tile Setter
Jim Vanderveer Tile Setter
Requires/Intent and 4 more Employees
Smart Contracts For Investment
IT Support
Digital Marketing
and more

14. Mcgervey Wealth Management

Industry: Investment Management

Location: Ohio

Website: mcgerveywealth.com

Company Founded: 2003

Company Size: 1-10

Company Address: 4001 Whipple Avenue, Canton, Ohio, United States

Mcgervey Wealth Management Contact Details

Name Title LinkedIn Phone Email
Matthew Mcgervey Wealth Advisor
Matthew Mcgervey Wealth Advisor
Matthew Mcgervey Wealth Advisor
Requires/Intent
CRM Systems
ESG Investing & Impact Analysis
Portfolio Management Solutions
Tax Optimization For Investments
Financial Management
and more

15. Rsa

Industry: Investment Management

Location: Ohio

Website: rsanet.com

Company Founded: 1989

Company Size: 51-200

Company Address: 700 Walnut Street, Cincinnati, Ohio, United States

Rsa Contact Details

Name Title LinkedIn Phone Email
Steve Lemon Trading And Sales
Jeff Mason Institutional Sales
Kevin Thompson Director- Private Client Group
Dodie Kirby Institutional Sales
Melanie Smith Executive Administrative Assistant
Thomas Saylor Intern
Joe Nance Investment Banker
Requires/Intent and 1 more Employees
Global Market Trend Analysis
Software Development
Market Research
AI-Powered Financial Forecasting
Cloud Solutions
and more

16. Bolt Financial Group

Industry: Investment Management

Location: Ohio

Website: boltfinancialgroup.com

Company Founded: 2017

Company Size: 1-10

Company Address: 5701 North High Street, Worthington, Ohio, United States

Bolt Financial Group Contact Details

Name Title LinkedIn Phone Email
Nora Lamendola Financial Advisor
Requires/Intent
SEO
CRM Systems
IPO Advisory
and more

17. The Trust Company, Na

Industry: Investment Management

Location: Ohio

Website: ttcna.com

Company Founded: 1990

Company Size: 11-50

Company Address: 1630 Timberwolf Drive, Holland, Ohio, United States

The Trust Company, Na Contact Details

Name Title LinkedIn Phone Email
Chad Beaty Executive Officer, Operations
Chad Beaty Executive Officer, Operations
Chad Beaty Executive Officer, Operations
Mike Bercher Principal
Mike Bercher Principal
Mike Bercher Principal
Requires/Intent
Automation
Web Development
SEO
Tax Optimization For Investments
and more

18. Beacon Capital Management, Inc

Industry: Investment Management

Location: Ohio

Website: beaconinvesting.com

Company Founded: 2000

Company Size: 11-50

Company Address: 323 Regency Ridge Drive, Dayton, Ohio, United States

Beacon Capital Management, Inc Contact Details

Name Title LinkedIn Phone Email
Chase Grundy Servicing Financial Advisor
James Hansen Regional Vice President
Alan Osborne Regional Vice President
Neal Phillips Paraplanner
Renee Hooper Executive Administrative Assistant
Jon Maxson Senior Partner
Julie Moses Transfer Agent
Requires/Intent
Market Research
AI Chatbots
Digital Marketing
and more

19. First Fiduciary Inv Counsel

Industry: Investment Management

Location: Ohio

Website: firstfiduciary.com

Company Size: 1-10

Company Address: 6100 Oak Tree Boulevard, Independence, Ohio, United States

First Fiduciary Inv Counsel Contact Details

Name Title LinkedIn Phone Email
Matt Bures Director Of Operations And Chief Compliance Officer
Matt Bures Director Of Operations And Chief Compliance Officer
Matt Bures Director Of Operations And Chief Compliance Officer
Requires/Intent
Technology
ESG Investing & Impact Analysis
Risk Management & Compliance
Accounting
and more

20. W3 Wealth Management, Llc

Industry: Investment Management

Location: Ohio

Website: w3wealth.com

Company Size: 11-50

Company Address: 90 North Miller Road, Akron, Ohio, United States

W3 Wealth Management, Llc Contact Details

Name Title LinkedIn Phone Email
Rc Arseneau Senior Relationship And Investment Manager
Rc Arseneau Senior Relationship And Investment Manager
Rc Arseneau Senior Relationship And Investment Manager
Amanda Farmer New Business Coordinator
Amanda Farmer New Business Coordinator
Amanda Farmer New Business Coordinator
Requires/Intent
CRM Systems
Cybersecurity Solutions
IT Support
Accounting
and more

21. Rockwood Equity Partners

Industry: Investment Management

Location: Ohio

Website: rockwoodequity.com

Company Founded: 1999

Company Size: 1-10

Company Address: 3201 Enterprise Parkway, Cleveland, Ohio, United States

Rockwood Equity Partners Contact Details

Name Title LinkedIn Phone Email
Hunter Allen Senior Analyst
Nils Holum Principal
Bob Franken Chief Executive Officer
Requires/Intent
AI Chatbots
M&A Advisory
Automation
Private Wealth Management
Investor Relations & Reporting
and more

22. Hanley Sustainability Fund

Industry: Investment Management

Location: Ohio

Company Founded: 2014

Company Size: 11-50

Company Address: 300 College Park, Dayton, Ohio, United States

Hanley Sustainability Fund Contact Details

Name Title LinkedIn Phone Email
Luke Schaefer Head Of Securities
Drew Shapiro Economic Analyst
Requires/Intent
IoT
Robo-Advisors & AI Trading
and more

23. Ross Sinclaire Asset Management

Industry: Investment Management

Location: Ohio

Company Founded: 2009

Company Size: 11-50

Company Address: 700 Walnut Street, Cincinnati, Ohio, United States

Ross Sinclaire Asset Management Contact Details

Name Title LinkedIn Phone Email
William Weese Director Advisory Sales And Marketing
Requires/Intent
Private Wealth Management
M&A Advisory
IT Support
ERP Solutions
Data Security
and more

24. Westminster Financial Companies, Inc.

Industry: Investment Management

Location: Ohio

Company Founded: 1969

Company Size: 11-50

Company Address: 865 South Dixie Drive, Vandalia, Ohio, United States

Westminster Financial Companies, Inc. Contact Details

Name Title LinkedIn Phone Email
Mitch Bodenmiller Account Manager
Mitch Bodenmiller Account Manager
Mitch Bodenmiller Account Manager
Requires/Intent
Smart Contracts For Investment
AI-Powered Financial Forecasting
Alternative Investment Consulting
Automation
Hedge Fund Strategies
and more

25. Tributary Capital Management

Industry: Investment Management

Location: Ohio

Website: tributarycapital.com

Company Size: 11-50

Tributary Capital Management Contact Details

Name Title LinkedIn Phone Email
Nicholas Guarino Associate Analyst
Ryan Khoury Senior Equity Analyst
Elizabeth Nelson Compliance And Marketing Support Specialist
Scott Pfeiler Director Of Operations
Nick Nevole Securities Analyst
Celeste Blackburn Chief Compliance Officer
Michael Johnson Portfolio Manager And Analyst
Requires/Intent
Institutional Asset Management
HR & Payroll Services
Financial Management
and more

26. Thor Wealth Management

Industry: Investment Management

Location: Ohio

Website: thorinvestment.com

Company Founded: 1992

Company Size: 11-50

Company Address: 7346 Beechmont Avenue, Cincinnati, Ohio, United States

Thor Wealth Management Contact Details

Name Title LinkedIn Phone Email
Allisha Curtis Wealth Manager
Allisha Curtis Wealth Manager
Allisha Curtis Wealth Manager
Requires/Intent
Hedge Fund Strategies
Robo-Advisors & AI Trading
Accounting
Private Wealth Management
and more

27. Sjs Investment Services

Industry: Investment Management

Location: Ohio

Website: sjsinvest.com

Company Founded: 1995

Company Size: 11-50

Company Address: 6711 Monroe Street, Sylvania, Ohio, United States

Sjs Investment Services Contact Details

Name Title LinkedIn Phone Email
Tom Kelly Chief Investment Officer
Requires/Intent
Mobile App Development
Institutional Asset Management
Risk Management & Compliance
Global Market Trend Analysis
Tax Optimization For Investments
and more

28. Bartlett & Co.

Industry: Investment Management

Location: Ohio

Company Founded: 1898

Company Size: 51-200

Company Address: 600 Vine Street, Cincinnati, Ohio, United States

Bartlett & Co. Contact Details

Name Title LinkedIn Phone Email
Reagan Snyder Marketing Associate
Reagan Snyder Marketing Associate
Reagan Snyder Marketing Associate
Connie Ellis Administrative Coordinator
Connie Ellis Administrative Coordinator
Connie Ellis Administrative Coordinator
Vicki Erdman Senior Consultant
Requires/Intent and 2 more Employees
E-commerce Integration
Portfolio Management Solutions
FinTech Solutions For Investment Firms
Tax Optimization For Investments
SEO
and more

29. Cymi Holdings

Industry: Investment Management

Location: Ohio

Website: cymiholdings.com

Company Founded: 1997

Company Size: 11-50

Company Address: 6450 Sand Lake Road, Dayton, Ohio, United States

Cymi Holdings Contact Details

Name Title LinkedIn Phone Email
Matthew Mccoy Investment Accountant
Matthew Mccoy Investment Accountant
Matthew Mccoy Investment Accountant
Tamara Penrod Finance And Tax Staff
Tamara Penrod Finance And Tax Staff
Tamara Penrod Finance And Tax Staff
Requires/Intent
IPO Advisory
M&A Advisory
Robo-Advisors & AI Trading
and more

30. Strategence Capital, Llc

Industry: Investment Management

Location: Ohio

Website: strategencecapital.com

Company Founded: 2012

Company Size: 1-10

Company Address: 10406 Oh 118, Van Wert, Ohio, United States

Strategence Capital, Llc Contact Details

Name Title LinkedIn Phone Email
Graig Stettner Financial Consultant
Requires/Intent
Digital Marketing
Predictive Analytics
Automation
and more

31. Klopp Investment Management Llc

Industry: Investment Management

Location: Ohio

Website: kloppinvestment.com

Company Founded: 1975

Company Size: 1-10

Company Address: 1801 East 9th Street, Cleveland, Ohio, United States

Klopp Investment Management Llc Contact Details

Name Title LinkedIn Phone Email
John Klopp Ceo, Portfolio Manager
John Klopp Ceo, Portfolio Manager
John Klopp Ceo, Portfolio Manager
Requires/Intent
Customer Relationship Management
M&A Advisory
ERP Solutions
and more

32. Tarcutta

Industry: Investment Management

Location: Ohio

Website: tarcuttallc.com

Company Founded: 2019

Company Size: 1-10

Tarcutta Contact Details

Name Title LinkedIn Phone Email
Simon Teed Co-founder And Manager
Simon Teed Co-founder And Manager
Simon Teed Co-founder And Manager
Requires/Intent
Sales
High-Frequency Trading Solutions
Risk Management & Compliance
and more

33. Rpm Capital Ltd.

Industry: Investment Management

Location: Ohio

Website: rpm-capital.com

Company Founded: 2008

Company Size: 1-10

Company Address: 526 South Main Street, Akron, Ohio, United States

Rpm Capital Ltd. Contact Details

Name Title LinkedIn Phone Email
Spencer Wirick Investment Analyst
Spencer Wirick Investment Analyst
Spencer Wirick Investment Analyst
Requires/Intent
AI-Based Credit Risk Assessment
Mobile App Development
Technology
CRM Systems
and more

34. Kudla Dynamic Allocation Fund

Industry: Investment Management

Location: Ohio

Company Founded: 2013

Company Size: 11-50

Company Address: 300 College Park, Dayton, Ohio, United States

Kudla Dynamic Allocation Fund Contact Details

Name Title LinkedIn Phone Email
Chris Flynn Chief Investment Officer
Requires/Intent
Digital Marketing
M&A Advisory
AI-Based Credit Risk Assessment
HR & Payroll Services
and more

35. Carnegie Investment Counsel

Industry: Investment Management

Location: Ohio

Company Founded: 1974

Company Size: 11-50

Company Address: 30300 Chagrin Boulevard, Pepper Pike, Ohio, United States

Carnegie Investment Counsel Contact Details

Name Title LinkedIn Phone Email
Marybeth Fitzgerald Client Service Manager And Compliance Administrator
Marybeth Fitzgerald Client Service Manager And Compliance Administrator
Marybeth Fitzgerald Client Service Manager And Compliance Administrator
Requires/Intent
Cloud Hosting
Digital Asset & Cryptocurrency Investment
and more

36. Mutual Of Omaha- Insurance And Financial Services

Industry: Investment Management

Location: Ohio

Website: chonofskydo.com

Company Size: 1-10

Company Address: 2 Summit Park, Independence, Ohio, United States

Mutual Of Omaha- Insurance And Financial Services Contact Details

Name Title LinkedIn Phone Email
Reed Hogue Financial Advisor
Requires/Intent
Private Wealth Management
M&A Advisory
and more

37. Opus Capital Management

Industry: Investment Management

Location: Ohio

Website: opus.capital

Company Founded: 1996

Company Size: 1-10

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

Opus Capital Management Contact Details

Name Title LinkedIn Phone Email
Alexander Moore Associate Wealth Advisor
Requires/Intent
High-Frequency Trading Solutions
ESG Investing & Impact Analysis
and more

38. Madison Wealth Management

Industry: Investment Management

Location: Ohio

Website: madisonadvisors.com

Company Founded: 2000

Company Size: 11-50

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

Madison Wealth Management Contact Details

Name Title LinkedIn Phone Email
James Mcdermott President
Rick England Senior Wealth Advisor
Richard England Senior Wealth Advisor
Requires/Intent
Cybersecurity Solutions
FinTech Solutions For Investment Firms
Robo-Advisors & AI Trading
and more

39. Affinity Advisory Network Llc

Industry: Investment Management

Location: Ohio

Website: affinityadvisorynetwork.com

Company Founded: 2012

Company Size: 11-50

Affinity Advisory Network Llc Contact Details

Name Title LinkedIn Phone Email
Justin Verthe System Administrator And It
Justin Verthe System Administrator And It
Justin Verthe System Administrator And It
Requires/Intent
ESG Investing & Impact Analysis
High-Frequency Trading Solutions
Advertising
CRM Systems
and more

40. Miscellaneous Positions:

Industry: Investment Management

Location: Ohio

Company Size: 1-10

Miscellaneous Positions: Contact Details

Name Title LinkedIn Phone Email
Hugh Smith Volunteer With Several Not-for-profit Organizations
Requires/Intent
ESG Investing & Impact Analysis
IoT
Global Market Trend Analysis
and more

41. Griffin Enterprises

Industry: Investment Management

Location: Ohio

Website: griffinlink.com

Company Founded: 2002

Company Size: 11-50

Company Address: P/o Box 651, Harrison, Ohio, United States

Griffin Enterprises Contact Details

Name Title LinkedIn Phone Email
Bill Wotkyns Owner
Nicole Brundidge Administrative Specialist
Richard Hulbert Owner
Lisa Polson Secretary
Michelle Anderson Risk Manager
Michelle Anderson Risk Manager
Nessa Griffin Owner
Requires/Intent and 5 more Employees
FinTech Solutions For Investment Firms
AI Chatbots
Legal
and more

42. Valleywide Real Estate Investments

Industry: Investment Management

Location: Ohio

Website: valleywideinvestments.com

Company Founded: 2006

Company Size: 1-10

Company Address: 14837 Detroit Avenue, Lakewood, Ohio, United States

Valleywide Real Estate Investments Contact Details

Name Title LinkedIn Phone Email
Kristine Jones Realtor
Requires/Intent
Data Security
AI
Portfolio Management Solutions
Risk Management & Compliance
and more

43. Jentner Wealth Management

Industry: Investment Management

Location: Ohio

Website: jentner.com

Company Founded: 1984

Company Size: 11-50

Company Address: 3677 Embassy Parkway, Akron, Ohio, United States

Jentner Wealth Management Contact Details

Name Title LinkedIn Phone Email
Lesia Riggs-marshek Financial Analyst
Lesia Riggs-marshek Financial Analyst
Lesia Riggs-marshek Financial Analyst
Requires/Intent
Customer Relationship Management
Risk Management & Compliance
and more

44. Berno Financial Management, Inc

Industry: Investment Management

Location: Ohio

Website: bernofinmgt.com

Company Founded: 1993

Company Size: 1-10

Company Address: 7454 Jager Court, Cincinnati, Ohio, United States

Berno Financial Management, Inc Contact Details

Name Title LinkedIn Phone Email
Fpqp Joanne Skinner Client Service Assistant
Fpqp Joanne Skinner Client Service Assistant
Fpqp Joanne Skinner Client Service Assistant
Requires/Intent
IPO Advisory
SEO
AI-Based Credit Risk Assessment
Mobile App Development
and more

45. Meyer Capital Management Inc.

Industry: Investment Management

Location: Ohio

Website: meyercapital.com

Company Founded: 1996

Company Size: 1-10

Company Address: 7655 Five Mile Road, Cincinnati, Ohio, United States

Meyer Capital Management Inc. Contact Details

Name Title LinkedIn Phone Email
Parker Hathaway Investment Operations Specialist
Requires/Intent
Branding
Tax Optimization For Investments
Digital Marketing
and more

46. Trilogy Wealth Advisors

Industry: Investment Management

Location: Ohio

Website: trilogywa.com

Company Founded: 2007

Company Size: 1-10

Company Address: 516 East High Street, Bryan, Ohio, United States

Trilogy Wealth Advisors Contact Details

Name Title LinkedIn Phone Email
Adam Smith Certified Financial Planner
Requires/Intent
Tax Optimization For Investments
Customer Relationship Management
Technology
and more

47. Thomas Roulston Investment Partners, Inc.

Industry: Investment Management

Location: Ohio

Company Size: 1-10

Company Address: 27900 Chagrin Boulevard, Beachwood, Ohio, United States

Thomas Roulston Investment Partners, Inc. Contact Details

Name Title LinkedIn Phone Email
Cathy Liu Research Intern
Cathy Liu Research Intern
Cathy Liu Research Intern
Requires/Intent
Sales
Alternative Investment Consulting
FinTech Solutions For Investment Firms
and more

48. Haberer Registered Investment Advisor, Inc.

Industry: Investment Management

Location: Ohio

Website: haberer.com

Company Founded: 1977

Company Size: 11-50

Company Address: 201 East Fifth Street, Cincinnati, Ohio, United States

Haberer Registered Investment Advisor, Inc. Contact Details

Name Title LinkedIn Phone Email
Adonis Caneris Vice President And Senior Wealth Advisor
Requires/Intent
AI-Based Credit Risk Assessment
IPO Advisory
Business Expansion
CRM Systems
Market Research
and more

49. Dynamic Weld Corporation

Industry: Investment Management

Location: Ohio

Website: dynamicweld.com

Company Size: 1-10

Company Address: P/o Box 127, Osgood, Ohio, United States

Dynamic Weld Corporation Contact Details

Name Title LinkedIn Phone Email
Harry Heitkamp President
Harry Heitkamp President
Harry Heitkamp President
Requires/Intent
Advertising
Digital Marketing
FinTech Solutions For Investment Firms
Public Relations
M&A Advisory
and more

50. Ousemg

Industry: Investment Management

Location: Ohio

Website: ousemg.org

Company Founded: 2003

Company Size: 11-50

Company Address: 71 South Court Street, Athens, Ohio, United States

Ousemg Contact Details

Name Title LinkedIn Phone Email
Connor Marshall Analyst
Connor Marshall Analyst
Connor Marshall Analyst
Requires/Intent
Compliance & Risk Management
Portfolio Management Solutions
and more

51. Mgo Inc.

Industry: Investment Management

Location: Ohio

Website: mgo-inc.com

Company Founded: 1939

Company Size: 11-50

Company Address: 24400 Chagrin Boulevard, Beachwood, Ohio, United States

Mgo Inc. Contact Details

Name Title LinkedIn Phone Email
Mtax Jacob Kurkul Pension Administrator
Mtax Jacob Kurkul Pension Administrator
Mtax Jacob Kurkul Pension Administrator
Requires/Intent
Accounting
CRM Systems
and more

52. Hans H. Jenny Investment Club

Industry: Investment Management

Location: Ohio

Company Founded: 1955

Company Size: 11-50

Company Address: 1189 Beall Avenue, Wooster, Ohio, United States

Hans H. Jenny Investment Club Contact Details

Name Title LinkedIn Phone Email
David Hale Comptroller
Requires/Intent
Tax Optimization For Investments
Sales
Portfolio Management Solutions
and more

53. Joshua Investments

Industry: Investment Management

Location: Ohio

Website: joshuakennon.com

Company Size: 1-10

Company Address: 6909 New Albany Links Road, New Albany, Ohio, United States

Joshua Investments Contact Details

Name Title LinkedIn Phone Email
Nikki Paxton Chief Executive Officer
Requires/Intent
Accounting
Mobile App Development
Market Research
Tax Optimization For Investments
and more

54. Solarflo Corporation

Industry: Investment Management

Location: Ohio

Website: solarflo.com

Company Size: 1-10

Company Address: P/o Box 46391, Bedford, Ohio, United States

Solarflo Corporation Contact Details

Name Title LinkedIn Phone Email
Roel Obias Machinist
Roel Obias Machinist
Roel Obias Machinist
Requires/Intent
AI-Powered Financial Forecasting
Legal
and more

55. Cleveland Capital Management Llc

Industry: Investment Management

Location: Ohio

Website: clevelandcapital.com

Company Founded: 1996

Company Size: 1-10

Company Address: 1250 Linda Street, Rocky River, Ohio, United States

Cleveland Capital Management Llc Contact Details

Name Title LinkedIn Phone Email
Kimberly Alexa Customer Service Representative
Kimberly Alexa Customer Service Representative
Kimberly Alexa Customer Service Representative
Requires/Intent
Alternative Investment Consulting
Tax Optimization For Investments
AI-Based Credit Risk Assessment
Cloud Solutions
High-Frequency Trading Solutions
and more

56. Objective Capital Management

Industry: Investment Management

Location: Ohio

Website: ocmwealth.com

Company Founded: 2011

Company Size: 1-10

Company Address: 29325 Chagrin Boulevard, Pepper Pike, Ohio, United States

Objective Capital Management Contact Details

Name Title LinkedIn Phone Email
Brad Whitman Summer Intern
Requires/Intent
Global Market Trend Analysis
FinTech Solutions For Investment Firms
Predictive Analytics
High-Frequency Trading Solutions
Cloud Hosting
and more

57. Gries Financial

Industry: Investment Management

Location: Ohio

Website: gries.com

Company Founded: 1978

Company Size: 11-50

Company Address: 1801 East Ninth Street, Cleveland, Ohio, United States

Gries Financial Contact Details

Name Title LinkedIn Phone Email
Ken Brodkowitz Investor
Ashley Edmunds Receptionist
Ashley Edmunds Receptionist
Ashley Edmunds Receptionist
Requires/Intent
Customer Relationship Management
Smart Contracts For Investment
Cybersecurity Solutions
and more

58. Wealth Planning Corporation

Industry: Investment Management

Location: Ohio

Website: wealthp.com

Company Founded: 1984

Company Size: 1-10

Company Address: 3801 Sharon Park Lane, Cincinnati, Ohio, United States

Wealth Planning Corporation Contact Details

Name Title LinkedIn Phone Email
Steven Milby Financial Planning Associate
Steven Milby Financial Planning Associate
Steven Milby Financial Planning Associate
Requires/Intent
Alternative Investment Consulting
Private Wealth Management
and more

59. Rbr Capital Lp

Industry: Investment Management

Location: Ohio

Website: pacificavr.com

Company Founded: 2014

Company Size: 1-10

Company Address: 3187 Western Row Road, Maineville, Ohio, United States

Rbr Capital Lp Contact Details

Name Title LinkedIn Phone Email
Ron Rotter Managing Partner
Requires/Intent
Financial Due Diligence
Cloud Hosting
Sales
and more

60. Qoi, Llc

Industry: Investment Management

Location: Ohio

Company Size: 1-10

Qoi, Llc Contact Details

Name Title LinkedIn Phone Email
Scott Wright What
Scott Wright What
Scott Wright What
Requires/Intent
AI
Private Wealth Management
Cloud Solutions
ESG Investing & Impact Analysis
and more

61. The Cleveland Group

Industry: Investment Management

Location: Ohio

Website: theclevelandgroup.com

Company Founded: 1998

Company Size: 1-10

Company Address: 29225 Chagrin Boulevard, Cleveland, Ohio, United States

The Cleveland Group Contact Details

Name Title LinkedIn Phone Email
Greg Marshall General Manager
Greg Marshall General Manager
Greg Marshall General Manager
Requires/Intent
Data Security
FinTech Solutions For Investment Firms
and more

62. Eagle Investment Group

Industry: Investment Management

Location: Ohio

Company Size: 11-50

Eagle Investment Group Contact Details

Name Title LinkedIn Phone Email
Rico Jefferson Owner
Requires/Intent
Data Security
AI-Based Credit Risk Assessment
Risk Management & Compliance
Robo-Advisors & AI Trading
and more

63. New Legacy Financial Group, Llc

Industry: Investment Management

Location: Ohio

Website: newlegacyfinancial.com

Company Founded: 2009

Company Size: 1-10

Company Address: 133 South Milton Street, Smithville, Ohio, United States

New Legacy Financial Group, Llc Contact Details

Name Title LinkedIn Phone Email
Juan Ibanez New Legacy Ent
Juan Ibanez New Legacy Ent
Requires/Intent
Technology
Compliance & Risk Management
Cloud Hosting
Public Relations
and more

64. The Retirement Company, Llc.

Industry: Investment Management

Location: Ohio

Company Size: 1-10

The Retirement Company, Llc. Contact Details

Name Title LinkedIn Phone Email
Roxanne Cooke Activities Director
Requires/Intent
Public Relations
Hedge Fund Strategies
Financial Due Diligence
Private Wealth Management
AI-Based Credit Risk Assessment
and more

65. Aris Corporation

Industry: Investment Management

Location: Ohio

Website: ariscorporation.com

Company Founded: 1974

Company Size: 51-200

Aris Corporation Contact Details

Name Title LinkedIn Phone Email
J Carlos Fuentes Vice President
Requires/Intent
M&A Advisory
Mobile App Development
Market Research
High-Frequency Trading Solutions
and more

66. Cornerstone Wealth Management

Industry: Investment Management

Location: Ohio

Website: cornerstonewealthmgmt.com

Company Founded: 1996

Company Size: 1-10

Company Address: 835 Sharon Drive, Westlake, Ohio, United States

Cornerstone Wealth Management Contact Details

Name Title LinkedIn Phone Email
Bruce Anderson Investment Executive At Cornerstone Wealth Management
Requires/Intent
Hedge Fund Strategies
ESG Investing & Impact Analysis
Automation
and more

67. Moody Investments Inc

Industry: Investment Management

Location: Ohio

Company Size: 1-10

Company Address: 2000 Allentown Road, Lima, Ohio, United States

Moody Investments Inc Contact Details

Name Title LinkedIn Phone Email
Martha Crutcher Sales
Requires/Intent
Cloud Solutions
Accounting
Financial Management
IPO Advisory
Web Development
and more

68. Sheehan Properties

Industry: Investment Management

Location: Ohio

Company Size: 1-10

Company Address: 10358 Hanford Lane, Twinsburg, Ohio, United States

Sheehan Properties Contact Details

Name Title LinkedIn Phone Email
Christopher Ault Maintenance Technician
Requires/Intent
Customer Relationship Management
AI Chatbots
FinTech Solutions For Investment Firms
AI-Powered Financial Forecasting
and more

69. Tw Advisors

Industry: Investment Management

Location: Ohio

Website: twadvisors.com

Company Founded: 2001

Company Size: 1-10

Company Address: 1065 East Centerville Station Road, Dayton, Ohio, United States

Tw Advisors Contact Details

Name Title LinkedIn Phone Email
Fdc Mcgee Hipaa
Requires/Intent
Portfolio Management Solutions
Predictive Analytics
IPO Advisory
Tax Optimization For Investments
Web Development
and more

70. Hess Companies

Industry: Investment Management

Location: Ohio

Company Size: 1-10

Hess Companies Contact Details

Name Title LinkedIn Phone Email
Amil Zaidi Sales Assciate
Requires/Intent
Financial Due Diligence
Predictive Analytics
Portfolio Management Solutions
Private Wealth Management
and more

71. Whitehall Financial Services Inc.

Industry: Investment Management

Location: Ohio

Company Size: 1-10

Whitehall Financial Services Inc. Contact Details

Name Title LinkedIn Phone Email
Maxine Anderson Manager
Requires/Intent
Digital Marketing
Public Relations
and more
Unlock verified email addresses and phone numbers of key decision-makers and organizations to drive your business forward.
Tell us your target industry, and we'll connect you with the right contacts to accelerate your growth.
Email us at david@businesscontacts.io
Copy email
and achieve your business objectives seamlessly.

Ohio Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Joshua Barber Diamond Hill Capital Management, Inc. Research Analyst And Portfolio Manager
2 Alex Gardner Diamond Hill Capital Management, Inc. Managing Director - Product And Strategy
3 Alex Gardner Diamond Hill Capital Management, Inc. Managing Director - Product And Strategy
4 Alex Gardner Diamond Hill Capital Management, Inc. Managing Director - Product And Strategy
5 Troy Golinghorst Diamond Hill Capital Management, Inc. Senior Manager, Investment Operations
6 Troy Golinghorst Diamond Hill Capital Management, Inc. Senior Manager, Investment Operations
7 Troy Golinghorst Diamond Hill Capital Management, Inc. Senior Manager, Investment Operations
8 Tim Derickson Jobsohio Senior Director, Food And Agribusiness
9 Tim Derickson Jobsohio Senior Director, Food And Agribusiness
10 Tim Derickson Jobsohio Senior Director, Food And Agribusiness
11 Amy Lei Jobsohio Senior Business Intelligence Analyst
12 Amy Lei Jobsohio Senior Business Intelligence Analyst
13 Amy Lei Jobsohio Senior Business Intelligence Analyst
14 Alina Harastasanu Jobsohio Senior Manager, European Business Development
15 Phil Shaffer Hamilton Capital Management Managing Director Of Institutional Services At Hamilton Capital, A Nationally Acclaimed Registered
16 Phil Shaffer Hamilton Capital Management Managing Director Of Institutional Services At Hamilton Capital, A Nationally Acclaimed Registered
17 J Ryan Chambers Hamilton Capital Management Associate Financial Advisor
18 J Ryan Chambers Hamilton Capital Management Associate Financial Advisor
19 J Ryan Chambers Hamilton Capital Management Associate Financial Advisor
20 Gregory Smith Hamilton Capital Management Senior Vice President
21 Gregory Smith Hamilton Capital Management Senior Vice President
22 Christian Brandetsas Johnson Investment Counsel Portfolio Manager Assistant
23 Christian Brandetsas Johnson Investment Counsel Portfolio Manager Assistant
24 Christian Brandetsas Johnson Investment Counsel Portfolio Manager Assistant
25 Emily Shewmaker Johnson Investment Counsel Portfolio Manager Assistant
26 Jamie Winburn Johnson Investment Counsel Marketing Manager
27 Jason Jackman Johnson Investment Counsel President And Chief Investment Officer
28 Jonathan Mcevoy Johnson Investment Counsel Portfolio Manager, Johnson Investment Services
29 Dale Barger Asset Iq Executive Chairman And President
30 Dale Barger Asset Iq Executive Chairman And President
31 Lori Beck Asset Iq Auction Coordinator
32 Lori Beck Asset Iq Auction Coordinator
33 Lori Beck Asset Iq Auction Coordinator
34 Ryan Willis Boyd Watterson Asset Management Institutional Sales - Support
35 Jeff Hurvitz Boyd Watterson Asset Management Assistant Vice President, Asset Management
36 Mark Montgomery Boyd Watterson Asset Management Manager, Construction
37 Steve Riley Boyd Watterson Asset Management Assistant Vice President
38 Patricia Jamieson Boyd Watterson Asset Management Chief Financial Officer
39 Patricia Jamieson Boyd Watterson Asset Management Chief Financial Officer
40 Patricia Jamieson Boyd Watterson Asset Management Chief Financial Officer

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 Indiana 501
15 Investment Management Startups and Companies in Iowa 540
16 Investment Management Startups and Companies in Kansas 337
17 Investment Management Startups and Companies in Kentucky 99
18 Investment Management Startups and Companies in Louisiana 122
19 Investment Management Startups and Companies in Maine 65
20 Investment Management Startups and Companies in Maryland 3570
21 Investment Management Startups and Companies in Massachusetts 2397
22 Investment Management Startups and Companies in Michigan 173
23 Investment Management Startups and Companies in Minnesota 1147
24 Investment Management Startups and Companies in Mississippi 47
25 Investment Management Startups and Companies in Missouri 1181
26 Investment Management Startups and Companies in Montana 9
27 Investment Management Startups and Companies in Nebraska 48
28 Investment Management Startups and Companies in Nevada 72
29 Investment Management Startups and Companies in New Hampshire 87
30 Investment Management Startups and Companies in New Jersey 709
31 Investment Management Startups and Companies in New Mexico 47
32 Investment Management Startups and Companies in New York 4591
33 Investment Management Startups and Companies in North Carolina 164
34 Investment Management Startups and Companies in North Dakota 4
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 Ohio

No. Cities Number of Contacts Download
1 Investment Management Companies in Cincinnati 1495
2 Investment Management Companies in Columbus 460
3 Investment Management Companies in Cleveland 575
4 Investment Management Companies in Dayton 690