101 Best Ohio Financial Services Companies and Startups

September 7, 2021
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This article showcases our top picks for the best Ohio based Financial Services companies. These startups and companies are taking a variety of approaches to innovating the Financial Services 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

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Top Ohio Financial Services Startups

Data sourced from Crunchbase and SemRush.

Lower

Lower

Crunchbase Website Twitter Facebook Linkedin

Lower provides home refinancing, customer service, consumer lending, home purchase, and financial services.

KeyBank

KeyBank

Crunchbase Website Twitter Facebook Linkedin

KeyBank is a bank holding company. It is a bank-based financial services company.

KeyBank

Splash Financial

Crunchbase Website Twitter Facebook Linkedin

Splash Financial is a financial education and student loan refinancing company that gives young professionals more financial freedom.

KeyBank

Segmint

Crunchbase Website Twitter Facebook Linkedin

Segmint is a digital marketing solutions provider that organizes unstructured data to create meaningful and actionable insights.

KeyBank

Bellwether Enterprise Real Estate Capital LLC

Crunchbase Website Twitter Facebook Linkedin

Bellwether Enterprise Real Estate Capital LLC is a company that provides financial backing and assistance for real estate investment.

KeyBank

Fifth Third Bank

Crunchbase Website Twitter Facebook Linkedin

Fifth Third Bank specializes in small business, retail banking, investments, and mortgage.

KeyBank

CFBank

Crunchbase Website Twitter Facebook Linkedin

CFBank is a boutique business bank, providing full-service financing and banking needs of entrepreneurs and closely-held businesses.

KeyBank

OAREX Capital Markets, Inc.

Crunchbase Website Twitter Facebook Linkedin

Fast, flexible, risk-free funding for digital media. Need to access capital? Sell us your invoices.

KeyBank

First State Bank

Crunchbase Website Twitter Facebook Linkedin

First State Bank is a locally owned and operated community bank, offering online and mobile banking.

KeyBank

Homebuyer

Crunchbase Website Twitter Facebook Linkedin

The best mortgage lender for first-time home buyers. NMLS 423065.

KeyBank

BankFirst Financial Services

Crunchbase Website Twitter Facebook Linkedin

Mission of BankFirst is to consistently meet and frequently exceed the expectations of customer.

KeyBank

Spendwisor Inc

Crunchbase Website Twitter Facebook Linkedin

Spendwisor is a mobile payment and Mobile POS App, with integrated loyalty program solution

KeyBank

Middlefield Banking

Crunchbase Website Twitter Facebook Linkedin

Middlefield Banc Corp. is a bank holding company

KeyBank

AML RightSource

Crunchbase Website Twitter Facebook Linkedin

AML RightSource is a provider of anti-money laundering (AML) and financial crime compliance services.

KeyBank

American Electric Power

Crunchbase Website Twitter Facebook Linkedin

American Electric Power is an investment firm that invests in companies that focuses on clean energy and electricity distribution.

KeyBank

UNITED BANCORP

Crunchbase Website Twitter Facebook Linkedin

UNITED BANCORP is engaged in the commercial banking business.

KeyBank

Bannockburn Global Forex

Crunchbase Website Twitter Facebook Linkedin

Bannockburn Global Forex is a capital markets trading firm specializing in foreign currency advisory and hedge analytics.

KeyBank

FocusCFO

Crunchbase Website Twitter Facebook Linkedin

FocusCFO is a company that provides Cash Flow, Finance and Operations support, strategic planning, and Accounting for SMBs.

KeyBank

First National Bank of Bellevue

Crunchbase Website Twitter Facebook Linkedin

First National Bank of Bellevue is a provider of financial services to its local market area.

KeyBank

Tnedicca

Crunchbase Website Twitter Facebook Linkedin

Proprietary location-based crash risk scores to improve profitability for auto insurance carriers through better pricing and risk selection

KeyBank

Spurge Technologies

Crunchbase Website Twitter Facebook Linkedin

Spurge Technologies provides liquidity to the cryptocurrency markets.

KeyBank

Coincart

Crunchbase Website Twitter Facebook Linkedin

CoinCart is the future of decentralizing the token sale model, this ushers in a new paradigm for raising funds across the entire world.

KeyBank

Converge Ventures

Crunchbase Website Twitter Facebook Linkedin

Converge Ventures harnesses the power of public-private partnerships to develop and market cutting-edge products.

KeyBank

Ohio Valley Bank

Crunchbase Website Twitter Facebook Linkedin

Ohio Valley Bank is a banking service provider.

KeyBank

Mechanics Financial

Crunchbase Website Twitter Facebook Linkedin

Mechanics Financial is a bank holding company owning and controlling one or more banks.

KeyBank

American Financial Group

Crunchbase Website Twitter Facebook Linkedin

American Financial Group, Inc. (NYSE:AFG) is a holding company based in Cincinnati, Ohio.

KeyBank

LOUD Capital

Crunchbase Website Twitter Facebook Linkedin

LOUD Capital is a venture capital and alternative investment firm

KeyBank

Parcel

Crunchbase Website Twitter Facebook Linkedin

Parcel enables organizations to run crypto payroll through mass payouts or money streaming in one single transaction.

KeyBank

Growth Capital Corp

Crunchbase Website Twitter Facebook Linkedin

Growth Capital Corp. helps Ohio businesses in need of financing.

KeyBank

Startups.com

Crunchbase Website Twitter Facebook Linkedin

Startups.com helps over 1 million startup companies find customers, funding, mentors, and world-class education.

KeyBank

The Business Backer

Crunchbase Website Twitter Facebook Linkedin

The Business Backer is a provider of business financing for unethical companies and lending practices.

KeyBank

Buckeye State Bank

Crunchbase Website Twitter Facebook Linkedin

Buckeye State Bank is a community bank that provides a wide range of financial services.

KeyBank

Nationwide Mutual Insurance

Crunchbase Website Twitter Facebook Linkedin

Nationwide Insurance is an insurance and financial services company.

KeyBank

Vantiv

Crunchbase Website Twitter Facebook Linkedin

Vantiv is a provider of payment strategies and technology solutions for financial institutions and businesses.

KeyBank

Lorain National Bank

Crunchbase Website Twitter Facebook Linkedin

Lorain National Bank is a full-service community bank providing lending, deposit, and investment services.

KeyBank

Medallion Holding Company

Crunchbase Website Twitter Facebook Linkedin

Medallion is a premier Insurance marketing organization.

KeyBank

Liberty Bancshares

Crunchbase Website Twitter Facebook Linkedin

Liberty Bancshares provides a range of commercial banking services and mortgage.

KeyBank

Victory Capital

Crunchbase Website Twitter Facebook Linkedin

Victory Capital is a multi-boutique asset manager with nine investment franchises, each with an independent approach.

KeyBank

MortgageBite.com

Crunchbase Website Twitter Facebook Linkedin

An online mortgage shopping platform that creates an anonymous auction where consumers receive competing offers directly from lenders.

KeyBank

Luma Financial Technologies

Crunchbase Website Twitter Facebook Linkedin

Luma is an independent multi-issue platform that provides banks and brokers and dealers an order entry system.

KeyBank

Nationwide

Crunchbase Website Twitter Facebook Linkedin

Nationwide provides a full range of insurance and financial services products including auto, business, homeowners, farm and life insurance

KeyBank

MAI Capital Management

Crunchbase Website Twitter Facebook Linkedin

MAI Capital Management is a fee-based wealth management firm providing planning and investment advisory services.

KeyBank

Navian Capital

Crunchbase Website Twitter Facebook Linkedin

Navian Capital offers financial professionals access to a diverse range of investment opportunities.

KeyBank

CrossCountry Mortgage

Crunchbase Website Twitter Facebook Linkedin

CrossCountry Mortgage, Inc. is a full service lender mortgage company.

KeyBank

Vestor

Crunchbase Website Twitter Facebook Linkedin

Online Syndicated Real Estate Investment & Financing

KeyBank

First Financial

Crunchbase Website Twitter Facebook Linkedin

First Financial provides banking and financial services.

KeyBank

Fundable

Crunchbase Website Twitter Facebook Linkedin

Fundable is a business crowdfunding platform dedicated exclusively to helping companies raise capital.

KeyBank

LD Holdings

Crunchbase Website Twitter Facebook Linkedin

LD Holdings is a financial services company that specializes in the fields of finance, banking, and financial services.

KeyBank

Comenity

Crunchbase Website Twitter Facebook Linkedin

Comenity offers branded credit and savings programs.

KeyBank

The Farmers & Merchants State Bank

Crunchbase Website Twitter Facebook Linkedin

The Farmers & Merchants State Bank is a community bank.

KeyBank

Cohen & Company

Crunchbase Website Twitter Facebook Linkedin

Cohen & Company is a full-service investment bank with the experience and capital base necessary to provide trusted advice.

KeyBank

CollegeCash

Crunchbase Website Twitter Facebook Linkedin

CollegeCash is a FinTech company that helps college students reduce and eliminate student loan debt.

KeyBank

Kurense

Crunchbase Website Twitter Facebook Linkedin

Kurensē provides prepaid MasterCard cards as well as financial literacy education.

KeyBank

BuffaloPacific

Crunchbase Website Twitter Facebook Linkedin

Buffalo Pacific offers OmniSuite, a telepresence application for financial service customer interaction.

KeyBank

Parkwood

Crunchbase Website Twitter Facebook Linkedin

Parkwood is a dynamic and fast-growing private financial services company based in Cleveland, Ohio.

KeyBank

State Auto Insurance

Crunchbase Website Twitter Facebook Linkedin

In 1921, State Automobile Mutual Insurance Company was founded. With three employees and a rented room in downtown Columbus.

KeyBank

Innovest Global

Crunchbase Website Twitter Facebook Linkedin

Innovest Global is a diversified holding company.

KeyBank

The Progressive Corporation

Crunchbase Website Twitter Facebook Linkedin

Progressive is a place where innovation and collaboration are a way of life. Each of our employees has a role in our success and together.

KeyBank

ECHO Health

Crunchbase Website Twitter Facebook Linkedin

A leading innovator of healthcare payment solutions.

KeyBank

J-dek Investments

Crunchbase Website Twitter Facebook Linkedin

J-dek Investments is a real estate investment group dedicated to providing maximum value to our real estate investors.

KeyBank

SilverCloud

Crunchbase Website Twitter Facebook Linkedin

SilverCloud is a provider of customer experience and knowledge management software for financial institutions.

KeyBank

Equity Trust Company

Crunchbase Website Twitter Facebook Linkedin

Equity Trust Company is a leading custodian of self-directed retirement accounts, with more than $25 billion in assets under custody.

KeyBank

Cincinnati Financial

Crunchbase Website Twitter Facebook Linkedin

Cincinnati Financial Corporation offers property and casualty insurance, its main business, through The Cincinnati Insurance Company.

KeyBank

theCARD

Crunchbase Website Twitter Facebook Linkedin

TheCARD is a provider of financial and payment solutions and provides innovative pavement solutions.

KeyBank

CBC Companies

Crunchbase Website Twitter Facebook Linkedin

CBCInnovis offers a diverse portfolio of lending support solutions to the financial services industry.

KeyBank

Ultimus Fund Solutions

Crunchbase Website Twitter Facebook Linkedin

Ultimus Fund Solutions, LLC provides highly customized and comprehensive mutual fund services to small and medium size mutual fund groups.

KeyBank

Alpha Investment

Crunchbase Website Twitter Facebook Linkedin

Alpha Investment, formerly GoGo Baby, focuses on real estate and other commercial lending.

KeyBank

ASPCA Pet Health Insurance

Crunchbase Website Twitter Facebook Linkedin

ASPCA Pet Health Insurance offers pet health insurance services.

KeyBank

Farmers National Bank

Crunchbase Website Twitter Facebook Linkedin

Proudly based in Canfield, Ohio, Farmers offers 20 locations and two Trust offices throughout Columbiana,

KeyBank

Rocket Ventures

Crunchbase Website Twitter Facebook Linkedin

Rocket Ventures is Northwest Ohio’s venture capital and entrepreneurial resource organization.

KeyBank

Title First Agency

Crunchbase Website Twitter Facebook Linkedin

Title First Agency is a realtor, lender and builder service firm based in Columbus, Ohio.

KeyBank

Budros, Ruhlin & Roe

Crunchbase Website Twitter Facebook Linkedin

Budros, Ruhlin & Roe offers wealth management and investment management services.

KeyBank

Smooth

Crunchbase Website Twitter Facebook Linkedin

Smooth is the first financial dashboard that is truly on a lifetime scale.

KeyBank

The Townsend Group

Crunchbase Website Twitter Facebook Linkedin

Townsend Holdings LLC (d/b/a The Townsend Group) is a leading provider of global investment management and advisory services.

KeyBank

Axcess Financial

Crunchbase Website Twitter Facebook Linkedin

It offers debt management services through Axcess Recovery and Credit Solutions.

KeyBank

TFS Financial Corporation

Crunchbase Website Twitter Facebook Linkedin

TFS Financial Corporation operates as a holding company for Third Federal Savings and Loan Association of Cleveland.

KeyBank

United Consumer Financial Services

Crunchbase Website Twitter Facebook Linkedin

United Consumer Financial Services is a Ohio-based financial services firm.

KeyBank

Signals

Crunchbase Website Twitter Facebook Linkedin

Signals provides free data, cluster computing and free browser-based development environment for algorithmic trading.

KeyBank

Schaeffer’s Investment Research

Crunchbase Website Twitter Facebook Linkedin

Schaeffer’s Investment Research offers a range of stock and options trading recommendations, education, analytics, and market commentary.

KeyBank

Electronic Merchant Systems

Crunchbase Website Twitter Facebook Linkedin

A national merchant service provider for over two decades.

KeyBank

BitQuick

Crunchbase Website Twitter Facebook Linkedin

BitQuick.co connects buyers and sellers directly to their bank accounts, allowing users to buy and sell Bitcoin Instantly. –

KeyBank

Credit First National Association

Crunchbase Website Twitter Facebook Linkedin

Credit First National Association offers credit solutions to consumers for tire and automotive care.

KeyBank

Sequoia Financial

Crunchbase Website Twitter Facebook Linkedin

RAV Financial provides comprehensive financial planning and wealth management services.

KeyBank

Payliance

Crunchbase Website Twitter Facebook Linkedin

Payliance is a financial services company specializing in risk management, recovery solutions and check collection services.

KeyBank

UniRush Financial Services

Crunchbase Website Twitter Facebook Linkedin

UniRush Financial Services is a online direct-to-consumer general purpose reloadable prepaid card provider.

KeyBank

AI Insight

Crunchbase Website Twitter Facebook Linkedin

AI Insight is an online go-to resource for alternative investment research, training, and compliance support for financial professionals.

KeyBank

GradSchoolLoans

Crunchbase Website Twitter Facebook Linkedin

A platform that refinances medical school student loans – helping borrowers reduce the burden of their student loan debt

KeyBank

First Merit Bank

Crunchbase Website Twitter Facebook Linkedin

FirstMerit Bank is a bank belonging under Huntington National bank, offering wide range of banking products.

KeyBank

The NRP Group

Crunchbase Website Twitter Facebook Linkedin

The NRP Group is a real estate company that offers investment, development, and financial services.

KeyBank

Westfield Insurance

Crunchbase Website Twitter Facebook Linkedin

Westfield Insurance is a casualty insurance companywith excellence in commercial insurance.

KeyBank

Institute of Energy Economics and Financial Analysis

Crunchbase Website Twitter Facebook Linkedin

The Institute for Energy Economics and Financial Analysis (IEEFA) conducts research and analyses on financial.

KeyBank

Innovis

Crunchbase Website Twitter Facebook Linkedin

Innovis offers consumer data solutions for financial institutions.

KeyBank

Neural Payments

Crunchbase Website Twitter Facebook Linkedin

Connecting Financial Institutions to Payment Innovation

KeyBank

HAUSER | Insurance Broker Services

Crunchbase Website Twitter Facebook Linkedin

Hauser is an insurance company offering risk and employee benefit analysis services.

KeyBank

Central Bank of the Midwest

Crunchbase Website Twitter Facebook Linkedin

Central Bank of the Midwest is committed to being the leading financial service provider in the marke

KeyBank

Cash Flow Solutions

Crunchbase Website Twitter Facebook Linkedin

Cash Flow Solutions empowers companies to transact from consumer and business bank accounts.

KeyBank

Wright-Patt Credit Union

Crunchbase Website Twitter Facebook Linkedin

Wright-Patt Credit Union is a not-for-profit member-owned financial institution.

KeyBank

The Park National Bank

Crunchbase Website Twitter Facebook Linkedin

The Park National Bank is a financial services company in Central Ohio.

KeyBank

Century National Bank, Division of the Park National Bank

Crunchbase Website Twitter Facebook Linkedin

Century National Bank, Division of the Park National Bank has offices across Athens, Coshocton, Hocking, Muskingum, Perry and Tuscarawas.

KeyBank

Westfield Bank

Crunchbase Website Twitter Facebook Linkedin

Westfield Bank is a full-service bank that provides comprehensive business and personal banking products and services.

KeyBank

b atomic

Crunchbase Website Twitter Facebook Linkedin

B atomic is a developer of an insurance technology used to help independent agents leverage their data.

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