Company lists · Data refreshed September 2026

Top 25 Investment companies based in Indianapolis, United States

Name: Investment companies based in Indianapolis, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 55 companies tracked

RevenueBase identified 55 investment companies headquartered in Indianapolis, United States as of September 2026 and tracks 283 professional contacts across them, including 144 with verified work emails. New York is the largest hub.

This list covers investment companies headquartered in Indianapolis, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 20, 2026 86% judged on-target in blind review

55Companies

283Contacts tracked

144Verified emails

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The 25 largest investment companies based in Indianapolis, United States

Ranked by team size

Top 25 of 55 investment companies based in Indianapolis, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to investment companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	FNEX	Strong evidence	Indianapolis, United StatesHQ checked Sep 20, 2026	51-200	41 contacts →
	Strong evidence “FNEX delivers Compliance-as-a-Service, private market infrastructure, and investment banking solutions through a proprietary AI-powered FinTech and RegTech platform.” Source: RevenueBase Database · checked Sep 20, 2026
2	Proteus, LLC	Strong evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	11-50	21 contacts →
	Strong evidence “Proteus is an investment platform developed to provide qualified investors with efficient access to private market investment opportunities, including private funds…” Source: RevenueBase Database · checked Sep 20, 2026
3	Woodley Farra Manion Portfolio Management	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	11-50	17 contacts →
	Indirect evidence “Woodley Farra Manion Portfolio Management has one philosophy: Investing is a marathon, not a sprint.” Source: RevenueBase Database · checked Sep 20, 2026
4	Cooke Financial Group	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	11-50	14 contacts →
	Indirect evidence “Cooke Financial Group, headquartered in Indianapolis, Indiana, is a national leader in wealth management with a deep expertise in protecting and growing wealth for families and…” Source: RevenueBase Database · checked Sep 20, 2026
5	Archer Investment Corporation	Strong evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	51-200	12 contacts →
	Strong evidence “Archer Investment Corporation serves as a trusted partner of individuals and families, providing investment management solutions based on a thorough understanding of each client’s…” Source: RevenueBase Database · checked Sep 20, 2026
6	Mack Financial Group	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	11-50	9 contacts →
	Indirect evidence “We design and implement unique financial tools to provide simple and durable solutions for families and businesses.” Source: RevenueBase Database · checked Sep 20, 2026
7	SBC Wealth Management	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	1-10	9 contacts →
	Indirect evidence “Founded in 1983, SBC Wealth Management was built on the American values of hard work, integrity, and uncompromising quality and personal service.” Source: RevenueBase Database · checked Sep 20, 2026
8	Monument Microcap Partners, LLC	Strong evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	1-10	8 contacts →
	Strong evidence “Monument MicroCap Partners, LLC (Monument) is an independent private investment firm comprised of highly experienced and accomplished private equity and operational executives…” Source: RevenueBase Database · checked Sep 20, 2026
9	Elements Wealth Management	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	51-200	7 contacts →
	Indirect evidence “We're a diverse team who share a common goal: to help you pursue your dreams.” Source: RevenueBase Database · checked Sep 20, 2026
10	RDW Financial Group	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Indirect evidence “At RDW Financial Group, we believe that, and with that comes peace of mind.” Source: RevenueBase Database · checked Sep 20, 2026
11	WTP Holdings	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Indirect evidence “We build companies and grow operators.” Source: RevenueBase Database · checked Sep 20, 2026
12	Carlson Wealth Advisors	Strong evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Strong evidence “Carlson Wealth Advisors is a full-service financial planning and investment management firm that helps individuals and business owners pursue their financial goals.” Source: RevenueBase Database · checked Sep 20, 2026
13	AFM Capital Partners	Strong evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Strong evidence “AFM Capital Partners is a private investment firm specializing in control investments in middle-market companies.” Source: RevenueBase Database · checked Sep 20, 2026
14	Thurston Springer Financial	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	11-50	4 contacts →
	Indirect evidence “Thurston Springer was founded ‘by advisors for advisors’ in 1981 as a forum where experienced financial-services practitioners could practice their craft according to the highest…” Source: RevenueBase Database · checked Sep 20, 2026
15	Greenleaf Financial Group	Strong evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Strong evidence “Greenleaf Financial Group was founded to provide professional financial planning and investment management for individuals, businesses, and institutions seeking the highest levels…” Source: RevenueBase Database · checked Sep 20, 2026
16	Cerulean Private Wealth Advisors	Strong evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Strong evidence “Cerulean Private Wealth Advisors is an independent advisory firm dedicated to providing comprehensive financial planning and investment management strategies for high-net-worth…” Source: RevenueBase Database · checked Sep 20, 2026
17	Precedent Financial Strategies	Strong evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Strong evidence “Precedent Financial Strategies is an investment advisor to high income clients, managing family wealth through diversified asset portfolios, tax strategies, and estate planning.” Source: RevenueBase Database · checked Sep 20, 2026
18	Perspective Financial Group	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “At Perspective Financial Group, we believe that the best view comes after the hardest climb.” Source: RevenueBase Database · checked Sep 20, 2026
19	Fidelis Capital Group	Strong evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	11-50	2 contacts →
	Strong evidence “Fidelis Capital Group is a financial services firm offering nontraditional investments to accredited investors through various distribution channels across the country.” Source: RevenueBase Database · checked Sep 20, 2026
20	Halter Ferguson Financial INC	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	11-50	1 contacts →
	Indirect evidence “Halter Ferguson Financial Inc is a Financial Services company located at 13080 Grand Blvd Suite 130, Carmel, Indiana, United States.” Source: RevenueBase Database · checked Sep 20, 2026
21	SAW Capital, LLC	Strong evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	11-50	1 contacts →
	Strong evidence “SAW Capital, LLC is a business solutions company that provides management services and investment in the following portfolio of companies: Casper SMS℠ ∙ A web based social…” Source: RevenueBase Database · checked Sep 20, 2026
22	Targeted Retirement Strategies, LLC	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	1-10	1 contacts →
	Indirect evidence “Targeted Retirement Strategies, LLC is a company based out of Indianapolis, Indiana, United States.” Source: RevenueBase Database · checked Sep 20, 2026
23	Circle City Capital Group, INC	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	1-10	1 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
24	Sound Investments INC	Strong evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	1-10	1 contacts →
	Strong evidence “Sound Investments Inc is an Investment Management company located in 2941 S Roena St, Indianapolis, Indiana, United States.” Source: RevenueBase Database · checked Sep 20, 2026
25	Wealthguides	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 20, 2026	1-10	1 contacts →
	Indirect evidence “WealthGuides is a financial planning, investing and wealth management firm located in Indianapolis, and serving clients nationwide.” Source: RevenueBase Database · checked Sep 20, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: investment companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names investment companies.
Partial evidence: Its own public description names part of investment companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 55 investment companies based in Indianapolis, United States

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Investment companies based in Indianapolis, United States at a glance

As of Sep 20, 2026

50.9%Verified-email coverage

5.1Average contacts per company

1-10Median size (employees)

1480.0%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Indianapolis, so it is reported there. Company counts and contact totals on this page are exact for Indianapolis, over 55 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among investment companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Indianapolis, United States whose own description of what they do matches “investment companies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names investment companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among investment companies, and records with no verified work email. Companies headquartered outside Indianapolis are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 144 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Investment companies by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names investment companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many investment companies are there based in Indianapolis, United States?

RevenueBase identified 55 investment companies headquartered in Indianapolis, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

FNEX, headquartered in Indianapolis, tops this list with the largest team on record.

Which city has the most investment companies?

New York leads with 814 headquartered companies, followed by Dallas (215) and Chicago (214).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 144 verified decision-maker contacts tracked across these 55 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.