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14 Best Indianapolis Based Wealth Management Startups and Companies 2021

This article showcases our top picks for the best Indianapolis 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 Indianapolis Wealth Management Startups

Data sourced from Crunchbase and SemRush.

Archway Technology Partners

Archway Technology Partners

Crunchbase Website Twitter Facebook Linkedin

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

Sheaff Brock

Sheaff Brock

Crunchbase Website Twitter Facebook Linkedin

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

Sheaff Brock

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.

Sheaff Brock

BGBC Partners

Crunchbase Website Twitter Facebook Linkedin

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

Sheaff Brock

Mahler & Co

Crunchbase Website Twitter Facebook Linkedin

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

Sheaff Brock

Deerfield Financial Advisors

Crunchbase Website Twitter Facebook Linkedin

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

Sheaff Brock

The Just Company

Crunchbase Website Twitter Facebook Linkedin

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

Sheaff Brock

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.

Sheaff Brock

Spectrum Management Group

Crunchbase Website Twitter Facebook Linkedin

Spectrum Management Group is an independent boutique wealth management firm.

Sheaff Brock

Thomas & Reed

Crunchbase Website Twitter Facebook Linkedin

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

Sheaff Brock

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.

Sheaff Brock

Planned Investment Company

Crunchbase Website Twitter Facebook Linkedin

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

Sheaff Brock

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.

Sheaff Brock

Meridian Investment Advisor

Crunchbase Website Twitter Facebook Linkedin

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

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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