Radar · Financial Services in Indiana
Best Financial Services Companies in Indiana, United States
The 332 best Financial Services companies in Indiana, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Simon.
By Riya SenguptaFinancials
332companies tracked
$3.7Bdisclosed funding
0unicorns
33have raised
Ranked: Best Financial Services companies in Indiana
| # | Company | Disclosed funding | Last round | Stage | Employees | Founder | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Simon REIT that invests in commercial properties for shopping, dinning and entertainment | $1.0B | 185 mo ago | Public | 3,300 | David Simon Chairman & CEO | — | 2 partnerships · 1 expansion · 1 award |
| 2 | Lincoln Financial Provider of retirement planning and financial services | $833M | 14 mo ago | Acquired | — | Ellen Cooper Chairman | — | — |
| 3 | OneMain Financial Online unsecured personal and auto loans | $500M | 95 mo ago | Public | 9,200 | Doug Shulman Chairman and Chief Executive Officer | — | — |
| 4 | United Leasing Asset financing firm | $475M | 21 mo ago | Funding Raised | 123 | — | — | — |
| 5 | Sator Grove Holdings Diversified investment management firm | $321M | 45 mo ago | Series D | 3 | Paul Buser Co-Founder and Co-CEO | — | — |
| 6 | Merchants Capital Home loans provider | $106M | 18 mo ago | Series D | 243 | — | — | 2 job openings · 1 internship |
| 7 | Horizon Bank Commercial bank | $100M | 9 mo ago | Public | 852 | — | — | — |
| 8 | Advise Insurance Medical insurance brokerage firm 24Funding top 41%Global bottom 36%Market bottom 33% All 3 signals ▾Fundingtop 41% Globalbottom 36% Marketbottom 33% Funding: Raised $100M across 1 rounds · 1 rounds over 5 yrs (0.2/yr) Global: Investors from 1 country beyond United States rank vs industry peers · Fliar Intelligence Index 24/100 | $100M | 63 mo ago | Series D | 121 | — | — | — |
| 9 | Merchants Bank Community bank offering personal, business, and mortgage banking services | $46M | 105 mo ago | Public | 618 618 → 392 (-37%) · sector median +15% | Mike Dunlap Chief Executive Officer | — | 1 job opening · 1 internship |
| 10 | XLFunding Provider of auto title loans for both consumers and businesses | $40M | 70 mo ago | Funding Raised | 15 | — | — | — |
| 11 | Tradecycle Capital Provider of payable finance solutions designed to improve client cash flow | $40M | 82 mo ago | Funding Raised | 8 | Justin Goheen CEO and Founder | — | — |
| 12 | Brotherhood Mutual Mutual P&C insurance carrier | $28M | 50 mo ago | Early Stage | 580 580 → 634 (+9%) · sector median +15% | Mark Robison President and CEO | — | — |
| 13 | First Savings Bank Community bank providing personal, business banking, and wealth management solutions | $20M | 92 mo ago | Public | 370 370 → 199 (-46%) · sector median +15% | — | — | 3 partnerships |
| 14 | Notre Dame FCU Urban credit union | $16M | 34 mo ago | Funding Raised | 193 193 → 212 (+10%) · sector median +15% | Thomas Gryp CEO/President | — | 1 partnership |
| 15 | DOXA Insurance Holdings Private equity fund focused on acquisitions | $16M | 47 mo ago | Acquired | 114 114 → 142 (+25%) · sector median +15% | Tim Wiggins Co-Founder & COO | — | 1 job opening |
| 16 | Community First Bank of Indiana Commercial bank | $14M | 41 mo ago | Funding Raised | 53 53 → 127 (+140%) · sector median +15% | Robb Blume CEO & President | — | 1 partnership |
| 17 | Strawberry Fields REIT Real estate investment trust | $11M | 110 mo ago | Public | 8 | — | — | — |
| 18 | MedPro Healthcare liability insurance, claims, and risk solutions for healthcare providers | $6M | 129 mo ago | Acquired | 811 | Tim Kenesey CEO & President | 5 patents Patents concentrated in computing, sensing & instrumentation | — |
| 19 | BloomBank Commercial bank | $3M | 166 mo ago | Deadpooled | — | William B Mcneely CEO & President | — | — |
| 20 | Crossroads Bank Commercial bank | $2M | 151 mo ago | Early Stage | 84 84 → 99 (+18%) · sector median +15% | Michael Defend CEO & President | — | 1 internship |
| 21 | United Fidelity Bank Commercial bank | $2M | 39 mo ago | Early Stage | 97 | Donald Neel CEO & President | — | — |
| 22 | OpStart Provider of finance & accounting services 19Tech top 46%Talent bottom 49%Funding bottom 35%Global bottom 29% All 5 signals ▾Techtop 46% Talentbottom 49% Fundingbottom 35% Globalbottom 29% Marketbottom 24% Tech: 35 technologies across 4/8 capability areas · Cloud: Cloudflare Talent: 1 named leader on record · 1 C-suite/founder profile curated rank vs industry peers · Fliar Intelligence Index 19/100 | $1M | 43 mo ago | Seed | 19 | Paul Anthony Chief Executive Officer | — | — |
| 23 | Milestone Provider of HR consulting and outsourcing services 48News top 29%Patents top 30%Growth top 33%Innovation top 41% All 10 signals ▾Newstop 29% Patentstop 30% Growthtop 33% Innovationtop 41% Moattop 41% Techbottom 47% Marketbottom 39% Productbottom 39% Globalbottom 38% Fundingbottom 28% News: 9 BI events in 12 mo (of 46 tracked, 10 types) · +29% YoY Patents: 286 patents matched (strict assignee match) · 5 filings since 2022 vs 47 in 2017-21 rank vs industry peers · Fliar Intelligence Index 48/100 | $708K | 49 mo ago | Seed | 43 | — | 286 patents Wall‑mounted display and projector mounting hardware, adjustable arms, and screen supports | — |
| 24 | NewSpring Acceptance Provider of home loans | $700K | 79 mo ago | Seed | — | Joseph Helstrom Co-Founder | — | — |
| 25 | Everence Financial services provider offering support and guidance to members | $367K | 206 mo ago | Funding Raised | 379 | — | — | — |
| 26 | TCB Insurance Programs P&C wholesale insurance broker | $355K | 102 mo ago | Seed | — | Thom Bradshaw CEO & President | — | — |
| 27 | Title Center of Indiana P&C insurance brokerage firm | $320K | 167 mo ago | Seed | — | — | — | 1 award |
Top 12 Financial Services companies in Indiana
#1
Acquired · Fort Wayne, Indiana · founded 1905$833.4Mraised▾
Acquired · Fort Wayne, Indiana · founded 1905
In 2023, the company recorded annual revenues of $18.71B and a net loss of $2.23B.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 127k LinkedIn followers — 28.0% of this cohort's audience
Funding rounds
- Apr 2025Post IPO$825M
- Dec 2022Unattributed$3M
- Mar 2022Unattributed$5.3M
Founders & team
Investors
Bain Capital
Tech stack
AkamaiAkamai MpulseAngularApache Http ServerBoomerangBootstrap
#2
Public · Michigan City, Indiana · founded 1873 · 852 employees$100Mraised▾
Public · Michigan City, Indiana · founded 1873 · 852 employees
Commercial bank
Funding rounds
- Aug 2025Conventional Debt$100M
Tech stack
AddthisAmazon S3Amazon Web ServicesApple Icloud MailAzure Edge NetworkBabel
#3
Funding Raised · Evansville, Indiana · founded 1964 · 123 employees$475Mraised▾
Funding Raised · Evansville, Indiana · founded 1964 · 123 employees
Asset financing firm
Funding rounds
- Aug 2024Conventional Debt$125M
- Aug 2017Conventional Debt$350M
Investors
Bank of America, US Bank, Fifth Third Bank, Northern Trust, Old National Bank, Truist
Tech stack
AccessibeAll In One SeoAnime.JsApache Http ServerClickceaseCloudflare
#4
Series D · Carmel, Indiana · founded 1990 · 243 employees$106.2Mraised▾
Series D · Carmel, Indiana · founded 1990 · 243 employees
Home loans provider
LinkedIn Pulse recent public activity · Jul 2026
Audience: 8k LinkedIn followers
Hiring: 2 hiring posts in 12 mo (public) · momentum +2 · hiring: Equity Asset Manager, GSE Underwriter
Funding rounds
- Dec 2024Series D$106.2M
Investors
SouthWorth Capital Management
Tech stack
AmchartsApple Icloud MailCdnjsCloudflareCloudflare Bot ManagementCore-Js
#5
Series D · South Bend, Indiana · founded 2020 · 3 employees$321.2Mraised▾
Series D · South Bend, Indiana · founded 2020 · 3 employees
Diversified investment management firm
Funding rounds
- Sep 2022Series D$125M
- Mar 2021Series D$196.2M
Founders & team
Investors
OSV
#6
Public · Indianapolis, Indiana · founded 1960 · 3300 employees$1Braised▾
Public · Indianapolis, Indiana · founded 1960 · 3300 employees
In 2022, the company recorded annual revenues of $5.35B and a net profit of $2.16B.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 109k LinkedIn followers — 24.2% of this cohort's audience · 121 engagements/post (5.9× cohort median)
Activity: 2 partnerships · 1 awards · 1 expansions (incl. Simon®) announced in 12 mo
Founders & team
Investors
Seaside Private Capital
Tech stack
AccessibeAcquia Cloud PlatformAcquia Cloud Site FactoryAdobe AnalyticsAdobe Audience ManagerAdobe Client Data Layer
#7
Public · Evansville, Indiana · founded 1912 · 9200 employees$500Mraised▾
Public · Evansville, Indiana · founded 1912 · 9200 employees
In 2022, the company recorded annual revenues of $5.11B and a net profit of $0.76B.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 37k LinkedIn followers — 8.1% of this cohort's audience
Funding rounds
- Jun 2018Post IPO—
- May 2017Conventional Debt$500M
Founders & team
Investors
Apollo Global Management, Varde Partners, Glen Capital, Fortress
Tech stack
Amazon CloudfrontAmazon Web ServicesAngularApple Icloud MailBackbone.JsBootstrap
#8
Funding Raised · Notre Dame, Indiana · founded 1941 · 193 employees$16.5Mraised▾
Funding Raised · Notre Dame, Indiana · founded 1941 · 193 employees
Urban credit union
LinkedIn Pulse recent public activity · Jul 2026
Audience: 4k LinkedIn followers
Activity: 1 partnerships (incl. Trusted Fraternal Life) announced in 12 mo
Funding rounds
- Jul 2023Conventional Debt$16.5M
Founders & team
Tech stack
Amazon SesAmazon Web ServicesBackbone.JsBootstrapCloudflareCloudflare Bot Management
#9
Series D · Bloomington, Indiana · founded 2017 · 121 employees$100Mraised▾
Series D · Bloomington, Indiana · founded 2017 · 121 employees
Operator of a Medicare platform intended to preserve the patient-physician relationship by simplifying the Medicare process and keeping elderly people connected to their doctors. The company's platform partners with doctors to offer seminars on Medicare, as well as compares Medicare plans and provides a transparent review of Medicare options, enabling patients to avail proper guidance through the process of finding the perfect healthcare plan and enrolling in a plan that fits their needs.
Fliar Intelligence Index™ 24how this company ranks against its industry peers
Funding
top 41%Global
bottom 36%Market
bottom 33%Funding: Raised $100M across 1 rounds · 1 rounds over 5 yrs (0.2/yr) · Last round Series D (Mar 2021)
Global: Investors from 1 country beyond United States
Market: 121 employees
Funding rounds
- Mar 2021Series D$100M
Investors
Oak HC/FT, Adams Street Partners, Hamilton Lane
#10
Early Stage · Fort Wayne, Indiana · founded 2008 · 580 employees$28Mraised▾
Early Stage · Fort Wayne, Indiana · founded 2008 · 580 employees
Mutual P&C insurance carrier
LinkedIn Pulse recent public activity · Jul 2026
Audience: 7k LinkedIn followers · 31 engagements/post (1.5× cohort median)
Funding rounds
- Apr 2022Conventional Debt$45M
- Dec 2015PE$28M
Founders & team
Tech stack
Apache Http ServerApostrophecmsApple Icloud MailBootstrapClickdimensionsCloudflare
#11
Funding Raised · Kokomo, Indiana · founded 2003 · 53 employees$13.5Mraised▾
Funding Raised · Kokomo, Indiana · founded 2003 · 53 employees
Community First Bank of Howard County became a reality on February 3, 2003 and we have been privileged to serve the citizens and businesses of this great community for four months now. As I like to tell my friends, all of the many months of hard work, planning and persistence have resulted in our very own “bouncing baby bank”. Like all new parents, we are extremely proud of what we have accomplished but are acutely aware that this is just the beginning. While we are confident that our offspring is capable of achieving great success, we understand that all achievements will be the result of a great deal of nurturing.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 1k LinkedIn followers
Activity: 1 partnerships (incl. Kokomo Creek Chubs) announced in 12 mo
Funding rounds
- Jan 2023Conventional Debt$13.5M
Founders & team
Tech stack
Apple Icloud MailBamboohrBootstrapCloudflareCloudflare Bot ManagementCore-Js
#12
Acquired · Fort Wayne, Indiana · founded 2016 · 114 employees$16Mraised▾
Acquired · Fort Wayne, Indiana · founded 2016 · 114 employees
Private equity fund focused on acquisitions
LinkedIn Pulse recent public activity · Jul 2026
Audience: 5k LinkedIn followers
Hiring: 1 hiring post in 12 mo (public) · hiring: Account Managers & Client Service Specialists, Producers / Sales Executives
Funding rounds
- Jun 2022Series B$16M
Founders & team
Tech stack
WordpressMysqlPhpNginxCloudflareSlick
Funding & investor landscape
$3.7Btotal disclosed funding
27companies funded
38disclosed rounds
0rounds last 90 days
Most active investors
Adams Street Partners1 rounds
Notable founders
Ellen Cooper
Chairman · Lincoln Financial
Paul Buser
Co-Founder and Co-CEO · Sator Grove Holdings
David Simon
Chairman & CEO · Simon
Doug Shulman
Chairman and Chief Executive Officer · OneMain Financial
Thomas Gryp
CEO/President · Notre Dame FCU
Mark Robison
President and CEO · Brotherhood Mutual
Robb Blume
CEO & President · Community First Bank of Indiana
Tim Wiggins
Co-Founder & COO · DOXA Insurance Holdings
Matt Sackett
Co-Founder & CEO · DOXA Insurance Holdings
Mike Dunlap
Chief Executive Officer · Merchants Bank
Justin Goheen
CEO and Founder · Tradecycle Capital
Donald Neel
CEO & President · United Fidelity Bank
Prism market signals · United States · country-scoped Prism corpus, 18,693,399 docs
Market landscape — 10 sub-themes by coverage
Share of Financial Services coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
Common questions
How many Financial Services companies are there in Indiana, United States?
Radar tracks 332 indexable Financial Services companies headquartered in Indiana, United States that meet our profile-completeness bar.
What is the total funding raised by Financial Services companies in Indiana, United States?
The Financial Services companies in Indiana, United States on this list have raised a combined $3.7B in disclosed equity funding across 27 funded companies.
Which is the highest-funded Financial Services company in Indiana, United States?
Simon is the highest-funded Financial Services company in Indiana, United States, with $1B in disclosed equity funding.
How many Financial Services companies in Indiana, United States are funded?
27 of the 332 Financial Services companies in Indiana, United States on this list have disclosed at least one equity funding round.
How many Financial Services unicorns are there in Indiana, United States?
None of the Financial Services companies in Indiana, United States on this list currently has a disclosed valuation of $1B or more.
Who are the top investors in Indiana, United States Financial Services companies?
The most active investors in Indiana, United States Financial Services companies on this list include Bain Capital, Great Hill Partners, Patriot Financial Partners, Thomas H Lee Partners, 1st & Main.
Riya SenguptaFinancials
Riya reads income statements for fun. She covers the real money in a sector — revenue, growth, who actually earns — and never met a vague claim she didn't want a number for.