Top Indianapolis, IN Financial Services Companies (25)
Fractional Accounting, HR & Payroll Services Accounting and HR are more than just necessary back-office functions. With the right leadership and strategic focus, they can help get your company to the next level. Milestone is not your typical professional services firm. We believe in true business partnerships and approach every client interaction with this goal in mind: to make your life easier, provide you access to information to make smarter decisions, and help you build a more successful company. Our team is your team, and our model is simple: You get experienced C-Level leadership at a fraction of the cost of a full-time resource. We promise no long term contracts, no hassles, and the flexibility to scale up or down as your business needs change
Indianapolis-based Bloomerang is the complete donor management solution that helps thousands of small and medium-sized nonprofits deliver a better giving experience and create stable, thriving organizations. Combining robust, simple-to-use technology with people-powered support and training, Bloomerang empowers nonprofits to work efficiently, improve their donor relationships and grow their donor bases. With Bloomerang, nonprofit professionals love their work and have another teammate in the cause.
The Federal Home Loan Bank of Indianapolis (FHLBank Indianapolis) is one of 11 independent regional cooperative banks across the U.S. We’re privately capitalized and owned by our member banks, credit unions, community development financial institutions (CDFIs), and insurers across Indiana and Michigan. As a cooperative, we pass our borrowing benefits in the global debt markets on to our members in the form of lower borrowing costs, which are subsequently passed on to consumers, businesses and communities. Our core mission is to provide a reliable source of liquidity to member banks, credit unions, community development financial institutions, and insurance companies to support housing finance, asset-liability management, and community lending. We also help communities and families through grants and low-cost loans to our members that help support affordable housing and economic development initiatives.
With over 50 years of experience and more than $2.6 billion in assets under advisement, Goelzer Investment Management is an investment advisory firm that leverages our proprietary investment and financial planning strategies to help successful families and institutions Dream, Invest, and Live.
Oak Street Funding (oakstreetfunding.com) is an expert in financing for insurance businesses, investment advisors, and certified public accountants (CPAs). Our passion, client and employee-focused mindset as well as access to capital will continue to drive our commitment to fulfill client needs while also providing an empowering work environment for our employees. Our services include: - Business acquisition loans - Succession loans - Partner buy-in loans - Working capital loan - Business debt consolidation loans Connect with us: - Twitter: @OSFunding - Facebook: Oak Street Funding
Baker Hill delivers expertise and best-in-class solutions in lending, risk management and analytics that drive growth and profitability for financial institutions. The Baker Hill NextGen® platform allows institutions to originate commercial, small business and consumer loans and manage risk on a single platform. We use the latest technology to help institutions address regulatory and competitive pressures while delivering the very best digital customer experience.
We're one of America's leading prescription advocate services. Our objective is to provide unsurpassed services at an extremely affordable price to our members. Rx Help Centers offers valuable services that no one should be without. With thousands of name-brand medications that we have programs for and some of the lowest prices on generics anywhere in the country, we can help you and your family maximize your savings on prescription medications. OUR MISSION To provide affordable, high-quality services to our customers. Through our expert team of advocates, partners, and collaborative benefit network, we strive to provide the best service we can to meet our customers' satisfaction. Rx Help Centers is headquartered in downtown Indianapolis. Founded in 2009, as an extra service provided to customers of various insurance agencies, Rx Help Centers has grown very rapidly out of necessity. We found that an overwhelming number of people were facing financial hardships because of prescription costs due to inadequate prescriptions insurance plans. We reached out to some of the industry's leaders in pharmaceuticals to work on solutions and have since transformed into one of the premier advocate groups in the nation. We target all of our efforts toward helping people fill the voids that are left from prescription coverage or no coverage at all. Rx Help Centers aims to serve more Americans than any other advocate group in existence through superior customer service and efforts on part of all of our associates.
Elevate Ventures is a private venture development organization that nurtures and develops emerging and existing high-growth businesses into high-performing, Indiana-based companies. Elevate Ventures accomplishes this by providing access to capital, rigorous business analysis and robust advisory services that connect companies with the right mix of resources businesses need to succeed long term. To learn more about Elevate Ventures, visit elevateventures.com.
Our founding partners formed Alerding CPA Group in 1998 because they believed their clients would be better served with more personalized service. For over 20 years, Alerding CPA Group has taken a different approach to tax and accounting - we are not only committed to public accounting but also dedicated to our clients and employees. Because of that commitment, we have become a leader in providing these services to a wide variety of closely-held and nonprofit organizations across the Midwest. Alerding takes great pride in offering targeted, efficient and affordable financial reporting, tax and consulting services to our clients throughout the lifecyle of their businesses. Much of our work comes from client referrals and other CPA firms that are either too large or too small to be able to serve their clients’ needs. Our approach to serving our clients goes beyond just the company or organization. We utilize a unique “whole client” approach which includes providing personal services for the owners and their management team, supporting the people behind the scenes. This strategy has produced excellent results for our clients. Our Vision To persist as a leading professional services firm that exceeds client expectations in known and indeterminate ways. We advocate this achievement through a collaborative and team-spirited culture that empowers our uniquely gifted employees to surpass competitors, to achieve our mission and to advance the purpose of those we serve so that ALL may realize victories along their respective journeys.
Mortgage Brokerage services in Indiana, Florida, Tennessee and Connecticut. We provide residential services from $ 100,000 to 6 Million in size. We provide commercial purchase and refinance services from $ 500,000 to 300 Million dollars. Our owner has been in business since 1985 and is developed a niche business in New York, Florida and Connecticut providing JUMBO residential and commercial transactions. NMLS#90752, 101965
The Indiana Public Retirement System (INPRS) is among the largest 100 pension systems in the United States. INPRS serves the needs of 517,149 working members and retirees representing more than 1,303 employers including public universities, school corporations, public safety, municipalities, and state agencies. Our Vision: Engaged members able to realize their retirement dreams. Our Mission: As fiduciaries, educate stakeholders, collect necessary contributions, and prudently manage member assets to deliver promised DB and DC benefits and services.
CNO Financial Group, Inc. (NYSE: CNO) secures the future of middle-income America. CNO provides life and health insurance, annuities, financial services, and workforce benefits solutions through our family of brands, including Bankers Life, Colonial Penn and Washington National. Our customers work hard to save for the future, and we help protect their health, income and retirement needs with 3.2 million policies and $35 billion in total assets. Our 3,400 associates, 5,000 exclusive agents and 4,000 independent partner agents guide individuals, families and businesses through a lifetime of financial decisions. We are financially strong and well positioned for continued growth. At CNO, we're looking for ambitious people who want to do more. We'll provide you with opportunities to grow your skills through challenging professional experiences. If you're looking for a culture that encourages development, helps you reach your potential, and rewards you for your contribution, then CNO Financial Group is right for you.
As a small to medium size business or as an individual, it can be a challenge to find the time and energy to address the financial aspect of your company or personal finances. You may find yourself short on time and overwhelmed. No matter the reason, OnTarget CPA has a carefully crafted suite of services designed to help you – because we believe the secret to financial success starts with a great accountant. What are some of the OnTarget CPA services for companies? • Business Planning and Consulting • Business Tax Preparation • Business and Strategic Planning • Advanced Accounting Software OnTarget CPA even offers CFO Services on a temporary or permanent basis with the high level of expertise you would expect. We go the extra mile by providing guidance for efficient and profitable business operations and strategies, notifying you of any obvious trends in the books and keeping an eye on your overall financial health. OnTarget’s Certified Public Accountants can provide the knowledge and experience to guide your business through: • All Aspects of Bookkeeping • QuickBooks Services and Trainings • Tax Planning and Consulting • IRS Representation To help your personal life stay organized, OnTarget CPA offers individuals services for: • Personal Tax Preparation • Education Funding • Financial Planning, Timing of Income and Deductions • Divorce • Estate and Retirement Planning We’ll help individuals with any current or future business adventures such as Rental Real Estate, business purchases & investments and income tax projections. We will use our knowledge and expertise to assist you with IRS representation so you can rest assured that we’re leveraging our expertise to get the best possible result for you. If you would like to take advantage of OnTarget CPA's free consultation, then schedule a meeting at: https://www.ontargetcpa.com/ and let’s start the discussion of your financial strategy today.
LDI, Ltd. is a family office with more than a century of experience funding and operating customer-focused, middle-market companies. We are not a private equity firm; we employ a build and hold strategy to create long-term value. We have a history of using add-on acquisitions to expand geographic presence and product lines. We seek companies that have demonstrated profitability and growth potential. • Industries with high growth segments • Prefer manufacturers of propriety products, value-added distributors and supply chain service providers • EBITDA between $2 and $10+ million • Fragmented industries with diversified customer/supplier bases • Majority position investments Over the last 25 years, LDI has invested in six platform companies. Today, LDI employs more than 3,000 people in over 20 countries.
G2 Capital Advisors is an integrated multi-product, sector-focused boutique investment bank. G2 delivers unique investment banking solutions and uncompromising advice by pairing highly experienced C-level executives with specialist investment bankers in both growth and stressed situations. G2 focuses on industries where our C-level operating partners have deep industry knowledge and expertise. We offer our clients a strategic, operational and financial “insider’s perspective” into each industry we specialize in including: Transportation & Logistics, Supply Chain, Industrial, Manufacturing, Technology, and Business Services. **Operating Principles and Culture: Dedicated to Our Clients – Without them, we are nothing but an office Resolute – Creative solutions to complex challenges Tenacious – The Definition of G2: We strive to be tenacious in all that we do Honest and Respectful – Our reputation is our greatest asset Accountable - For our actions, our work and ourselves Differentiated – Our model, our team and our capabilities Finalist for The M&A Advisors 2011 Boutique Investment Banking Firm of the Year & Turnaround of the Year G2 Capital Advisors – Trusted Advisors – Operations-Centric – Results Driven **Securities offered through Hollister Associates, LLC. Member FINRA, SIPC. G2 Capital Advisors, LLC and Hollister Associates, LLC are separate and unaffiliated entities.**
Your Money Line is financial wellness finally made simple. We help employers help their employees with personal finance questions answered in real time, by real experts. TRUE: "Financial stress" amounts to hours and hours of lost productivity every year. — 43% of employees spend more than 3 hours a week thinking or distracted by their personal finances at work.* Navigating a global pandemic, economic unrest, and a retirement crisis, this lost time hits their employer on the bottom line. Your Money Line is powered by financial expert and author Pete the Planner®. Our dedicated Financial Concierge Team are all trained money experts, like CFP®s, AFC®s, and more. Welcome to your next partner in employee wellness. It's nice to meet you.
Ren provides the technology and service so donors focus on giving and organizations focus on growth. Ren brings together more than three decades of philanthropic expertise and seasoned fintech innovators to create a next-generation platform designed to fuel philanthropic giving at scale. Together with our customers, our focus is to usher in a new wave of growth and impact – through technology and services that enable more confident and efficient giving. Our goal is to supply technology and services that enable our customers and their clients to reach new heights.
Habits is the leading marketplace helping individuals and families find their perfect financial advisor. Our platform has empowered thousands to evaluate, compare, and connect with a vetted network of trusted advisors, transforming how people approach financial decisions. We’re proud winners of 1871's Fintech Summit, emerging as the top choice out of 46 innovative companies. Backed by notable investors like Atlanta Ventures, Elevate Ventures, and Flywheel Fund, we oversubscribed our $1.1M pre-seed round and are scaling rapidly. Our CEO, Jack Boudreau, reaches millions monthly across TikTok, Instagram, and LinkedIn, inspiring a new generation to take control of their financial future. Ready to simplify your financial journey? Book a call or visit www.usehabits.com
Our Mission: To exceed your expectations in our delivery of innovative financial solutions to help you achieve your maximum economic potential. Core Values: Be Great. Be Engaged. Be Open. Be Nice. Our History: In 1958, Chanute Military Credit Union opened its doors on the Chanute Air Force Base in Rantoul, Illinois to serve military personnel and their families. With the government's announcement of plans to close the Chanute Air Force Base, plans were made to expand the credit union in order to continue to serve those faithful military members. As a result, the field of membership was expanded and we changed our name to Credit Union 1 in 1982. In 1999, we combined forces with Paysaver Credit Union, headquartered in Lombard, Illinois. Today we serve over 87,000 members throughout the state of Illinois and Indiana, as well as worldwide. Become a Member: Becoming a member at Credit Union 1 is easy! To be eligible for membership in the credit union, you must be an individual or entity qualifying within our field of membership. All it takes is a $5.00 one time membership fee and a $5.00 initial deposit. With your membership, you will have access to all of our products and services. Apply online, call 800.252.6950, or stop by our nearest branch location today. We look forward to serving you! Accounts insured up to $250,000. By members' choice this institution is not federally insured. What is a Credit Union? A credit union is a not-for-profit financial cooperative, owned by members like you! Since we're not in business to make a profit, you benefit with lower loan rates and a higher return on savings.
Valeo Financial Advisors, LLC 10 W Carmel Drive, Suite 400 Carmel, IN 46032 United States Valeo Financial Advisors is a fee-only advisory firm that is ranked as one of the largest financial advisory firms in the Midwest, and a Top 300 RIA Firm by the Financial Times. We focus on a client’s entire financial picture including insurance, taxes, cash flow, educational funding, retirement, and estate planning. As a result, we strive to provide the peace of mind that only comes from knowing all aspects of your financial life are working well together. All of this for one transparent fee.
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