Best Services for Investment Industry Companies in Ohio, United States
The 44 best Services for Investment Industry companies in Ohio, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Legacy Wealth Holdings.
Ranked: Best Services for Investment Industry companies in Ohio
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Legacy Wealth Holdings Provider of investment management and financial services | $36K | 20 mo ago | Funding Raised | Tim Bratz Founder & CEO | 2009 | WordPressMySQLPHP+31 | — |
| 2 | Ultimus Fund Solutions Provider of fund administration and middle-office services for registered, private, and public funds | — | 16 mo ago | Acquired | — | 1999 | WordPressMySQLPHP+36 | — |
| 3 | NCI Nations capital providing tailored asset re-marketing and advisory solutions to companies, lenders, and… | — | 36 mo ago | Seed | Jim Lightburn Co-Founder | 2020 | — | — |
| 4 | Proven Optics Provider of financial services for investment industries | — | 44 mo ago | Seed | William Miller Co-CEO and Co-Founder at Proven Optics | 2020 | — | — |
| 5 | MCX Technologies Provider of digital transformation and financial services | — | 54 mo ago | Public | — | 2012 | — | — |
| 6 | MAI Capital Management Provider of financial advisory services | — | 60 mo ago | Acquired | — | 1973 | WordPressMySQLPHP+23 | 1 partnership |
| 7 | Joot Provider of compliance support & training solutions to investment advisory firms | — | 68 mo ago | Seed | Mark Baltimore Co-Founder | 2018 | — | — |
| 8 | 1848 Ventures Financial services industry focused on developing digital solutions to help business owners manage risk | — | — | Unfunded | Stuart Rosenberg Founder and Business Leader | 2018 | — | — |
Top 7 Services for Investment Industry companies in Ohio
#1
Funding Raised · Lakewood, Ohio · founded 2009$35.6Kraised▾
Provider of investment management and financial services
- Dec 2024Conventional Debt$35.6K
#2
Acquired · Cincinnati, Ohio · founded 1999 · 642 employees—raised▾
Provider of fund administration and middle-office services for registered, private, and public funds. It offers solutions encompassing accounting, distribution, financial administration, compliance, legal administration, transfer agency, shareholder servicing, and tax services. Services extend to various fund structures, including mutual funds, ETFs, interval and tender offer funds, private equity funds, and hedge funds. The firm also provides management company solutions, investor services, treasury services, and AML reporting. Middle-office solutions include outsourced trade services and enterprise-wide investment operations support.
#3
Seed · Alliance, Ohio · founded 2020—raised▾
Nations Capital Inc is an asset management and advisory firm that provides tailored solutions for companies, lenders, and investors. They specialise in asset re-marketing, storage, and service, with a focus on the finance, restructuring, and insolvency markets.
- Aug 2023Seed—
#4
Seed · Columbus, Ohio · founded 2020 · 39 employees—raised▾
Provider of financial services for investment industries
- Dec 2022Seed—
#5
Public · Cleveland, Ohio · founded 2012 · 4 employees—raised▾
Provider of digital transformation and financial services
- Feb 2022Post IPO—
#6
Acquired · Beachwood, Ohio · founded 1973 · 329 employees—raised▾
Provider of financial advisory services
#7
Seed · Cincinnati, Ohio · founded 2018 · 10 employees—raised▾
Provider of compliance support & training solutions to investment advisory firms. It also provides a full-service compliance solution to its clients.
- Dec 2020Seed—
Funding & investor landscape
Notable founders
Market landscape — 10 sub-themes by coverage
Share of Services for Investment Industry coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
Common questions
Rohit lives in the feed. He covers what's moving right now — the funding rounds, launches and shifts breaking across the trade press — and ties them back to where the sector is heading.