Company lists · Data refreshed September 2026

Top 25 Investment firm recruiting companies based in Indianapolis, United States

Name: Investment firm recruiting 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 28, 2026 76 companies tracked

RevenueBase identified 76 investment firm recruiting companies headquartered in Indianapolis, United States as of September 2026 and tracks 526 professional contacts across them, including 206 with verified work emails. Across the United States, New York is the largest hub for this category (1,746 companies); Indianapolis has 76.

This list covers investment firm recruiting 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 28, 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 28, 2026 86% judged on-target in blind review

76Companies

526Contacts tracked

206Verified emails

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The 25 largest investment firm recruiting companies based in Indianapolis, United States

Ranked by team size

Top 25 of 76 investment firm recruiting companies based in Indianapolis, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to investment firm recruiting 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	City Securities Corporation	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 2026	201-500	55 contacts →
	Partial evidence “City Securities is the oldest and largest independent, full-service investment firm based in Indiana-and one of the oldest in the Midwest.” Source: RevenueBase Database · checked Sep 28, 2026
2	Cbiz Somerset	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 2026	201-500	41 contacts →
	Indirect evidence “For over 60 years, our team has been guiding clients through the critical decisions that impact their financial health.” Source: RevenueBase Database · checked Sep 28, 2026
3	FNEX	Partial evidence	Indianapolis, United StatesHQ checked Sep 28, 2026	51-200	41 contacts →
	Partial 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 28, 2026
4	Winthrop Capital Management	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 2026	11-50	35 contacts →
	Partial evidence “Winthrop Capital Management is an SEC-registered investment advisor specializing in the management of equity, high-grade and high yield fixed income portfolio management.” Source: RevenueBase Database · checked Sep 28, 2026
5	Proteus, LLC	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 2026	11-50	21 contacts →
	Partial 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 28, 2026
6	Woodley Farra Manion Portfolio Management	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 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 28, 2026
7	Upshot Recruiting	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 2026	1-10	17 contacts →
	Partial evidence “UpShot Recruiting specializes in executive search and placement, providing the highest quality candidates and delivering results.” Source: RevenueBase Database · checked Sep 28, 2026
8	Cooke Financial Group	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 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 28, 2026
9	Profyletracker	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 2026	11-50	14 contacts →
	Partial evidence “ProfyleTracker is a progressive executive recruiting firm which utilizes the best of social media and personal branding tools to create a beneficial experience for candidates and…” Source: RevenueBase Database · checked Sep 28, 2026
10	Archer Investment Corporation	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 2026	51-200	12 contacts →
	Partial 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 28, 2026
11	Wallington Asset Management	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 2026	11-50	10 contacts →
	Partial evidence “Wallington Asset Management is a boutique wealth management firm focused on customizing each client’s personal investment portfolio to create a path to financial security and…” Source: RevenueBase Database · checked Sep 28, 2026
12	Sheaff Brock Investment Advisors	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 2026	11-50	10 contacts →
	Indirect evidence “Fee Only Portfolio Management As a fee only money manager, our focus is on one thing, your portfolio.” Source: RevenueBase Database · checked Sep 28, 2026
13	SBC Wealth Management	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 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 28, 2026
14	Elements Wealth Management	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 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 28, 2026
15	Peloton Capital Management	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Partial evidence “Peloton Capital Management is an independent, SEC-registered investment advisor centrally located in Indianapolis, Indiana.” Source: RevenueBase Database · checked Sep 28, 2026
16	Titan Investment Management LLC	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Partial evidence “Titan Investment Management is a registered investment advisor based in Indianapolis, Indiana.” Source: RevenueBase Database · checked Sep 28, 2026
17	Carlson Wealth Advisors	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial 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 28, 2026
18	Thurston Springer Financial	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 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 28, 2026
19	Skellig Capital Advisors, LLC	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “Skellig Capital Advisors is a capital markets financial advisory firm that advises established companies pursuing a) the sale of all or a part of the business, b) the acquisition…” Source: RevenueBase Database · checked Sep 28, 2026
20	Lee-Chandler Enterprises	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 2026	11-50	4 contacts →
	Partial evidence “Lee-Chandler is a premier firm contracted to the advancement of our clients through avenues of strategic investments, real estate, multimedia, public relations, marketing and…” Source: RevenueBase Database · checked Sep 28, 2026
21	Greenleaf Financial Group	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial 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 28, 2026
22	Cerulean Private Wealth Advisors	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial 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 28, 2026
23	Amplify Recruiting	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 2026	11-50	3 contacts →
	Partial evidence “With decades of experience, Amplify brings unparalleled sales recruiting expertise to small to mid-size businesses that need help vetting, interviewing, and placing top-tier sales…” Source: RevenueBase Database · checked Sep 28, 2026
24	Precedent Financial Strategies	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial 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 28, 2026
25	Perspective Financial Group	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 28, 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 28, 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 firm recruiting 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 firm recruiting companies.
Partial evidence: Its own public description names part of investment firm recruiting companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment firm recruiting 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 76 investment firm recruiting companies based in Indianapolis, United States

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Investment firm recruiting companies based in Indianapolis, United States at a glance

As of Sep 28, 2026

39.2%Verified-email coverage

6.9Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 76 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 firm recruiting 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 firm recruiting 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 firm recruiting 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 firm recruiting 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, 206 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 28, 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 firm recruiting 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 firm recruiting 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 firm recruiting companies are there based in Indianapolis, United States?

RevenueBase identified 76 investment firm recruiting 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?

City Securities Corporation, headquartered in Indianapolis, tops this list with the largest team on record.

Which city in the United States has the most investment firm recruiting companies?

New York leads the United States with 1,746 headquartered companies, followed by Chicago (432) and Dallas (358). Indianapolis has 76.

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 206 verified decision-maker contacts tracked across these 76 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 28, 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.