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33 Best Indiana Based Wealth Management Startups and Companies 2021

This article showcases our top picks for the best Indiana based Wealth Management companies. These startups and companies are taking a variety of approaches to innovating the Wealth Management industry, but are all exceptional companies well worth a follow.

We tried to pick companies across the size spectrum from cutting edge startups to established brands.

We selected these startups and companies for exceptional performance in one of these categories:

  • Innovation
    • Innovative ideas
    • Innovative route to market
    • Innovative product
  • Growth
    • Exceptional growth
    • Exceptional growth strategy
  • Management
  • Societal impact

Top Indiana Wealth Management Startups

Data sourced from Crunchbase and SemRush.

Old National Bank

Old National Bank

Crunchbase Website Twitter Facebook Linkedin

Old National Bank is a regional bank providing you with additional provides account choices, expanded convenience, and greater control.

Archway Technology Partners

Archway Technology Partners

Crunchbase Website Twitter Facebook Linkedin

Archway Technology Partners, LLC (Archway) is a software and service company.

Archway Technology Partners

S&T Bank

Crunchbase Website Twitter Facebook Linkedin

S&T Bank was founded in 1902 as “Savings & Trust Company of Indiana” with a single location in Indiana, Pennsylvania.

Archway Technology Partners

Sheaff Brock

Crunchbase Website Twitter Facebook Linkedin

Sheaff Brock is an investment management firm that offers money management, financial planning and institutional services.

Archway Technology Partners

StrategIQ Financial Group

Crunchbase Website Twitter Facebook Linkedin

StrategIQ Financial Group is a wealth management and financial advisory service provider company.

Archway Technology Partners

SYM Financial Advisors

Crunchbase Website Twitter Facebook Linkedin

SYM Financial Advisors is a wealth management, portfolio management, and financial consulting company.

Archway Technology Partners

Goelzer Investment Management

Crunchbase Website Twitter Facebook Linkedin

Goelzer Investment Management consults and controls financial strategies and investments to help institutions and families achieve success.

Archway Technology Partners

Axiom Financial Strategies Group

Crunchbase Website Twitter Facebook Linkedin

Axiom Financial Strategies Group is a boutique wealth planning firm focused on business owners, entrepreneurs, and families.

Archway Technology Partners

BGBC Partners

Crunchbase Website Twitter Facebook Linkedin

BGBC Partners is an accounting firm that provides assurance, tax, wealth management, and consulting services.

Archway Technology Partners

Donaldson Capital Management

Crunchbase Website Twitter Facebook Linkedin

Donaldson Capital Management provides investment advisory services.

Archway Technology Partners

Mahler & Co

Crunchbase Website Twitter Facebook Linkedin

Mahler & Co is a CPA firm that offers services in accounting, taxation, IRS auditing and financial planning.

Archway Technology Partners

Deerfield Financial Advisors

Crunchbase Website Twitter Facebook Linkedin

Deerfield Financial Advisors is a financial planning firm that advises on financial and wealth management.

Archway Technology Partners

American Trust Investment Services

Crunchbase Website Twitter Facebook Linkedin

American Trust Investment Services offers financial services featuring asset allocation, retirement planning and investment products.

Archway Technology Partners

Indiana Trust Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Indiana Trust Wealth Management engages in investment management and financial planning services.

Archway Technology Partners

Guidance Wealth LLC

Crunchbase Website Twitter Facebook Linkedin

Guidance Wealth, LLC is a local, independent wealth management and financial planning firm.

Archway Technology Partners

Monroe Shine & Co.

Crunchbase Website Twitter Facebook Linkedin

Monroe Shine & Co. is a public accounting and business consulting firm.

Archway Technology Partners

The Just Company

Crunchbase Website Twitter Facebook Linkedin

The Just Company offers wealth management, investment, and business consulting services.

Archway Technology Partners

Giesting Financial

Crunchbase Website Twitter Facebook Linkedin

Giesting Financial is a firm that focused on investment advisory, retirement planning, wealth management and insurance products.

Archway Technology Partners

Lawrie CPA Group

Crunchbase Website Twitter Facebook Linkedin

Lawrie CPA Group is an accounting firm that provides financial services such as business accounting, payroll, taxation and Quickbooks.

Archway Technology Partners

Korhorn Financial Group

Crunchbase Website Twitter Facebook Linkedin

Korhorn Financial Group offers accounting, taxation, wealth management, insurance, financial planning and portfolio management services.

Archway Technology Partners

Olson Wealth Group

Crunchbase Website Twitter Facebook Linkedin

Olson Wealth Group practices open-architecture investing, offering clients objective, transparent, research 0based investment advice.

Archway Technology Partners

Spectrum Management Group

Crunchbase Website Twitter Facebook Linkedin

Spectrum Management Group is an independent boutique wealth management firm.

Archway Technology Partners

Financial Planning Consultants

Crunchbase Website Twitter Facebook Linkedin

Financial Planning Consultants offers insurance, retirement, investment management, wealth management, estate and tax planning services.

Archway Technology Partners

Thomas & Reed

Crunchbase Website Twitter Facebook Linkedin

Thomas & Reed offers services like accounting, audit, payroll, wealth management and consulting to the transportation & logistics industry.

Archway Technology Partners

Vineyard Financial

Crunchbase Website Twitter Facebook Linkedin

Vineyard Financial offers taxation, estate planning, life insurance, investments, retirement income strategies & wealth management services.

Archway Technology Partners

Reynolds Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Reynolds Wealth Management offers financial services in investment, financial planning, portfolio management, estate & retirement planning.

Archway Technology Partners

Ehlen Heldman

Crunchbase Website Twitter Facebook Linkedin

Ehlen Heldman is an accounting firm that offers wealth management, insurance, tax planning & preparation service to its clients.

Archway Technology Partners

Planned Investment Company

Crunchbase Website Twitter Facebook Linkedin

Planned Investment Company offers financial services like tax planning, mutual fund, investment advisory, and asset accumulation.

Archway Technology Partners

Petry Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Petry Wealth Management specializes in retirement planning, wealth management, financial planning and taxation services.

Archway Technology Partners

Howell Financial Advisors

Crunchbase Website Twitter Facebook Linkedin

Howell Financial Advisors is a wealth management advisory firm that provides investment management and estate planning services.

Archway Technology Partners

Novus Wealth Advisors

Crunchbase Website Twitter Facebook Linkedin

Novus Wealth Advisors is an online platform that offers consultation on financial concepts like insurance, retirement & wealth preservation.

Archway Technology Partners

Meridian Investment Advisor

Crunchbase Website Twitter Facebook Linkedin

Meridian Investment Advisors offers investment management strategies and broad financial planning services to individuals and businesses.

Archway Technology Partners

Wabash Capital

Crunchbase Website Twitter Facebook Linkedin

Wabash Capital is an investment advisor providing wealth management and corporate retirement services.

Written by Tenner Smith

Tenner Smith - I have experience in financial intelligence and automated intelligence. In industry I have worked on artificial intelligence and machine learning. Tenner Smith is a reporter at DF media.

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