Top Cincinnati, OH Financial Services Companies (23)
Our Commitment to Employees: We foster collaboration and high performance to achieve excellence. We holistically care for and develop our employees to personally and professionally thrive. We are proud to share our success with our employees and those we serve. Serving more than 477,000 members nationwide, Wausau, WI-based Connexus Credit Union is a member-owned, not-for-profit financial cooperative with $5.0 billion in assets and more than 700 employees. We proudly give back to our members through high yields on deposit products, competitive loan rates, and minimal fees. We’ve been nationally recognized for excellence by Forbes Advisor, NerdWallet, Kiplinger, and Bankrate. Our organizational values of Integrity, Respect, Synergy, Transparency, and Wellbeing influence all we do. Whether it’s an email from one employee to another, helping a member in a branch, or volunteering in one of the many communities we serve, we interact with dignity, kindness, and professionalism. We strive for transparent, honest dialogue and highly value the collective power of our team. Our vision is to be a nationally relevant, trusted credit union, providing exceptional experiences and fostering prosperity for those we serve. We strive to earn and maintain our members’ trust and ensure they feel supported and appreciated at every touchpoint. We also support our communities through our philanthropic program, Connexus Cares. Founded in early 2019, Connexus Cares has donated over $12 million to charitable organizations nationwide. At Connexus, we’re dedicated to sustainable growth while delivering exceptional experiences. We do this, in part, by fostering a culture that values employees as our most important asset. We’re excited to remain at the forefront of the credit union movement as we continuously demonstrate our values, embrace our digital future, and strengthen our national relevance. Please explore all Connexus has to offer at ConnexusCU.org
MassMutual Ascend (previously Great American Life) At MassMutual Ascend, we are committed to going above and beyond – so when it comes to your financial future, the impossible feels possible. As a leading provider of annuities, we see our products as more than just contracts. Our annuities are transparent and easier to understand, so you always know what to expect. The status quo isn’t a status we ever want. At MassMutual Ascend, we’ll always be in pursuit of better – so you can navigate your future with confidence. Products issued by MassMutual Ascend Life Insurance Company, a wholly owned subsidiary of Massachusetts Mutual Life Insurance Company (MassMutual). All guarantees subject to the claims-paying ability of MassMutual Ascend. Registered index-linked annuities underwritten and distributed by MM Ascend Life Investor Services, LLC, member FINRA and an affiliate of MassMutual Ascend Life Insurance Company
Ensemble Health Partners is a leading innovator in revenue cycle management, helping healthcare providers improve financial outcomes and patient experiences with an unrivaled depth of expertise and best-in-class technologies. Ensemble offers full revenue cycle outsourcing as well as a comprehensive suite of healthcare financial management point solutions. With clients spanning the U.S. and Europe, we have been helping to improve healthcare outcomes for millions of patients while saving hundreds of millions of dollars for healthcare providers. We are committed to bringing every provider that we support to the peak of revenue cycle excellence. Our approach forges true partnerships that dive deep into the details to find solutions and deliver results that last. Recognized with multiple industry awards and as a Becker’s Healthcare Top Workplace, Ensemble is setting a new standard for provider support services - redefining the possible in healthcare by empowering people to be the difference.
Resurgent Capital Services, a member of the Sherman Financial Group, is a manager and servicer of domestic and international consumer debt portfolios for credit grantors and debt buyers. We manage accounts across the credit spectrum including performing accounts, sub- and non-performing accounts, secured accounts, and unsecured accounts. Currently, we have offices located in Greenville, SC, and Cincinnati, OH.
CNG Holdings Inc. (CNG) is headquartered in Cincinnati, Ohio, and is a respected leader in the financial services industry. Through professional partnerships, CNG provides a wide range of convenient and accessible financial products and services designed to improve customers’ financial situations, thereby filling a need and delivering value to our customers. Our mission is to help and educate our customers while building and nurturing long-term relationships. We strive to make a difference in our customers’ lives and the communities we serve. Our vision is to deliver innovative financial solutions that better fulfill our customers’ unique financial needs so that they can build a better future for themselves and their families. CNG Holdings Inc. core values ultimately define how we treat our customers and each other. We are: • Inclusive: We are committed to creating environments that make all people feel welcomed, supported and valued; giving people the respect that is due them; being human and recognizing the humanity in others. • Accountable: We do what we say we’re going to do. We take ownership for the quality of our individual work but also take pride in what we deliver as a team. We operate with honesty and integrity. • Transparent: Share information. Share mistakes. Share victories. Trust is built through transparency. • Focused: Work with a sense of urgency on the critical few. Everyone is responsible to own their focus area, so we deliver on the collective results through flowless execution. We’re empowered to make decisions which benefit the health of the company. We demonstrate our commitment to being customer-centric by placing our customer at the center of all our communications, not ourselves.
Rapid Mortgage is relationship-based mortgage lender. For us, mortgage lending is about building and maintaining life-long relationships with our clients and partners. We understand our clients and partners are real people with real concerns; so, we make sure every person involved in getting your loan closed is available to speak with you. We offer competitive rates in a wide range of loan products including Conventional, FHA, VA and USDA Rural Development. Whether you are a first-time homebuyer, a seasoned veteran, have A+ credit, or are in need of credit assistance, we have programs designed specifically for you. Our hands on approach, personal dedication, and understanding show you are more than just a transaction. OUR GOAL Treat every relationship with the level of care and sense of urgency that it deserves. Always committed to the growth of our partners and the satisfaction of our clients knowing our business grows through them.
What makes us distinct is we provide a comprehensive view of your financial life and all the factors that go into life planning. What this means to you is help with personal decision making and putting a date on things. We help you manage your finances and investments, while taking into consideration tax planning, professional moves, kids, retirement, healthcare and other important priorities. It’s about life planning and gaining more comfort with your long-term financial security. As stated in our registration with the SEC, our team of 16 professionals serve 642 client households with approximately $792 million of assets under management as of September 30, 2022. Furthermore, we are please to announce that we have joined forces with Howell Financial Advisors and have added a second Total Wealth Planning office in Carmel, IN.
Connecting Financial Institutions to Payment Innovation
Refinery Ventures is an early stage venture firm in Cincinnati, Ohio.
Our full-service financial team guides closely-held Main Street and Middle Market businesses through critical transactions and transformations, from the most routine through the largest and most complex. Engaging with companies primarily valued at $.5-25 million, Our team provides financial advice to help owners and their teams keep the enterprise running optimally for compliance, performance, organic growth, acquisitions and/or divestiture. Our Team brings more than 60 years of combined industry experience to bear on each engagement. Partners Todd Pfister and Tom Paquette, who’ve worked together for nearly 20 years, co-founded the firm in 2013. Today, TP4 is known regionally for always having each client’s best interests at heart, maximizing value for them and providing an exceptional level of financial advice and personalized service. As hands-on principals, Todd and Tom align TP4’s priorities with yours, uncover key drivers, build your roadmap, and execute with precision and heart. We provide demonstrated expertise and results in five key areas of financial advice and execution: - Day-to-day Bookkeeping - Accounting Controllership - CFO Guidance - Business Valuation - M&A Services. We have a track record of working well with our clients and their other advisors. Additionally, we leverage our excellent relationships with many of the region’s top bankers, attorneys, financial advisors and consultants to ensure you get the type and level of expertise you require. We’re proud of our close working relationship with clients and colleagues. Here’s just one example: Tom Paquette is a most trusted business advisor for me and my company. He brought discipline to our daily bookkeeping and accounting activities, tremendous value in the reporting and compliance effort, and true vision to help guide strategic decisions for our success and our future. – Bob Chiricosta, CEO,
What We Stand For: Constellation was created to better serve clients by better serving their advisors. We are disrupting the traditional business model and culture of the wealth management industry. We are fiercely committed to striking the optimal balance between professional values and business values by combining: Top-decile, accomplished advisors Diversity of Thought An unwavering commitment to learning and innovation in order to build a solution suite of resources designed to solve for and reduce complexity in the wealth management process A fiduciary-minded, client-centric, servant leadership-based & collaborative culture. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services.
Fort Washington Investment Advisors, Inc. is a focused investment management organization with dedicated business units that work with institutional investors and their consultants, private equity investors, and individuals and their families. With the strong support of our parent company, Western & Southern Financial Group, a Fortune 500 company, we have a stable corporate structure that nurtures our investment capabilities, alignment with clients’ interests, and long-term perspective. We believe our advantage is our culture which is centered on providing our clients with proactive, strategic financial advice, decisive action, and commitment to excellence. Investment acumen and superior client service are fundamental to this mission. We will always strive to go beyond what's expected with dedication and expertise. The firm was founded in 1990 and is an SEC-registered investment advisor. As of 3/31/2021, we managed $69.8 billion in assets*. *Includes assets under management by Fort Washington Investment Advisors, Inc. of $65.5B & $4.3B in commitments managed by Fort Washington Capital Partners Group, a division. **Information contained or made available on this profile is compiled from sources that we believe to be reliable but accuracy cannot be guaranteed. There are no warranties expressed or implied, as to accuracy, completeness, or results obtained from any information posted on this profile or any "linked website" made available from this profile. This profile should not be considered as a solicitation for services.” Linked Web Sites: We Do Not Take Responsibility for Links to Third Party Content Please note: clicking on external links means you will be leaving this profile page and website and that you assume total responsibility and risk for your use of the site(s) you are visiting. This information is provided solely as a convenience to you.
Our founder, Drew Horter, has worked in finance since the 1980s, founding Horter in 1991. We are proud to be one of the few homegrown registered investment advisory firms from Cincinnati, OH, and we are proud of our midwestern values. - Devotion to Service At Horter you will see our greatest asset is the team of people committed to providing our clients with outstanding service. That is why we focus heavily on creating a training experience that pushes our advisors to enhance their strengths. With Horter training, we show you how to serve your clients today and how to significantly grow your business for the future. We provide you with the tools to build the foundations of a sustainable and successful business. We know what it’s like to juggle the demands of being a truly excellent independent financial advisor. You have lots of questions and very few answers. - Lead & Equip You know what you want for your business. We know how to get you there. Modern times demand modern solutions. At Horter, you will learn strategies for running a successful business and a modernized approach to portfolio design and diversification. These skills are critical to succeeding over the long-term. - A Nationwide Boutique Approach We’re large enough to serve clients across the USA and small enough to customize the support we provide to individual advisors. Our services are flexible, innovative, and forward thinking – strategically designed to provide the leadership, resources, training, and community you need to build the business you want. The best way to see if we’re a good fit is to have a conversation. Call or email to speak with one of our team members. We’ll get in touch as soon!
$400+B AUA | 450+ Clients | 1,600+ Investment Funds or Accounts | 825+ Employees | 11 Offices Ultimus Fund Solutions is a leading provider of full-service fund administration, accounting, and investor solutions to support the launching and servicing of registered funds, private funds, and public plans. We also offers customized structures designed for the unique needs of pensions, endowments, foundations, and other large institutions. Ultimus provides services for: • REGISTERED FUNDS: Open and closed-end mutual funds, ETFs, Comingled Vehicles, Series and Stand-alone Trusts • PRIVATE FUNDS: Hedge Funds, Private Equity Funds, Real Estate Funds, Venture Capital Funds, Endowments & Foundations • PUBLIC PLANS: State sponsored 529 Plans, and Local Government Investment Pools Our suite of fund services includes fund/legal administration, fund accounting, transfer agency & shareholder services, fund compliance / CCO, distribution, portfolio accounting, investor servicing, treasury services, and audit & tax management. Ultimus’ deep commitment to excellence is achieved through investments in best-in-class technology, compliance programs, organization-wide cyber security efforts, and hiring seasoned professionals who have a deep understanding of our clients’ needs, and can serve as their trusted business partner. For more information, visit www.ultimusfundsolutions.com. 8047 UFS 7/24/2019
Check `n Go provides real solutions for real people, empowering our customers to manage their personal finances when, where and how they want. It’s our mission to get people the money they need when they need it. Unlike many traditional financial institutions, Check `n Go offers customers a place to turn when they need a fast, simple, safe and nonjudgmental way to cover their money needs. Our story began more than 20 years ago in Covington, Kentucky. This small retail location served customers in desperate need of financial support and helped them find the solutions they needed—when they needed them. Since then, we have grown to nearly 1,000 retail stores and have serviced over 50 million loans.
GreenSky, Inc. (NASDAQ: GSKY), headquartered in Atlanta, is a leading technology company Powering Commerce at the Point of Sale® for a growing ecosystem of merchants, consumers and banks. Our highly scalable, proprietary and patented technology platform enables merchants to offer frictionless promotional payment options to consumers, driving increased sales volume and accelerated cash flow. Banks leverage our technology to provide loans to super-prime and prime consumers nationwide. We currently service a $9.5 billion loan portfolio, and since our inception, over 3.5 million consumers have financed over $26 billion of commerce using our paperless, real time "apply and buy" technology.
Since 1977, Gateway has been providing low-volatility equity strategies for risk-conscious investors. From the beginning, Gateway's focus has been reducing the risk of equity investing with index option strategies. Gateway's core low-volatility strategy seeks to capture the majority of the returns associated with equity market investments, while exposing investors to less risk than other equity investments. For more information, please visit www.gia.com
Across all industries and geographies, we’ve studied and improved all credit cost-saving methods, giving organizations hundreds of millions of dollars in hard savings. From Fortune 100 companies to small start-ups, Kreller has successfully empowered financial and credit departments across the globe, with this year marking our 30th year in business. Credit information providers (both commercial and consumer) charge for each and every inquiry your business conducts. Our extensive experience and the techniques we use help reduce the average cost per inquiry of using these credit services, while you still maintain the high level of information needed for you to make important credit decisions. Kreller Consulting has over 100 years of combined expertise and has realized $300 million in savings – and counting. Methodology: Each client is unique, and the consulting process differs for each client depending on the culture and structure of their organization. Results are predictable and measurable, and we only bill clients when savings are realized. As you are in control of the consultation process, Kreller solutions are only implemented when you decide, and therefore will not increase your risk. Misconceptions: We do not compete with your current vendors and data providers, nor do we jeopardize your vendor relationships.
The only 100% union-label provider of supplemental benefit programs. We serve America's working class by developing financial programs that help protect families and their assets. We are an organization of highly motivated union representatives, managers, staff, and public relations agents, that are part of the Office and Professional Employees International Union (OPEIU) Local 277. We're independently owned and operated. We are a distributing agency of American Income Life which is a 100% union label insurance company. AIL is a member of Torchmark Corp. (TMK), a financial services holding company listed on the New York Stock Exchange. AIL has been in business since 1951 and has a rating of A+ (Superior) for Financial Strength from A.M. Best. We are currently experiencing explosive growth internationally and are always looking to hire qualified individuals. We provide a fun, uplifting, team-oriented environment. Our leadership team is dedicated to nurturing our associates careers and getting them on the right track to meet their goals- both personally and professionally. When you start your career with us, you'll get a jump start in our Leadership Development Program. If you'd like to learn more about a career where your opportunity is truly unlimited, visit https://holtzagency.com
Yes, we confess, we’re fleet geeks and proud of it. We live for the opportunity to help you build and manage a lean, mean, safe and productive fleet. We’re excited to put six decades of fleet expertise to work for you every day, in every way, to help you rein in your fleet costs, free up your cash flow, and transform your fleet into a force that nails your business goals, elevates your customer service, and gives you a competitive advantage. Unlike some fleet management companies, we treat you as an invaluable client, no matter what size your fleet is. Our nimble, knowledgeable team is always ready to personally respond to your questions and concerns. We won’t ignore you after the “honeymoon phase” has past. Instead, we partner with you for the long-haul, learning everything we need to know about your business and fleet to consistently match your needs with the ideal vehicles, truck and van equipment, financing and management services. We are geared up to provide you with ongoing, proactive support, including an in-depth analysis of your fleet usage, expenditures and needs on an annual basis. We measure this data against industry benchmarks and recommend enhancements that will optimize your fleet operations, lower your total cost of ownership, increase your brand awareness, and prepare your fleet for the road ahead. We offer end-to-end fleet services including flexible, personalized leasing and financing, vehicle acquisition and upfitting, remarketing, electrification, maintenance management, fuel management, telematics, Albert IQ™ (our proprietary vehicle and driver monitoring platform), administrative and driver fleet management, toll management, risk management, registration renewals and DOT compliance. We can help you a little, a lot, or somewhere in between. Your choice. We are one of the top 10 fleet management companies in the country, proudly rooted in Cincinnati, Ohio, and happily serving fleet clients in any industry across North America.
Work Your Passion. Live Your Purpose.
