Company lists · Data refreshed September 2026

Top 25 Personalized investment platforms based in Indianapolis, United States

Name: Personalized investment platforms based in Indianapolis, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 61 companies tracked

RevenueBase identified 61 company matches for personalized investment platforms associated with Indianapolis, United States as of September 2026 and tracks 365 professional contacts across them, including 160 with verified work emails. Across the United States, New York is the largest hub for this category (469 companies); Indianapolis has 61.

This list covers company matches for personalized investment platforms associated with Indianapolis, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 29, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Sep 29, 2026 How this list was built

61Companies

365Contacts tracked

160Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest personalized investment platforms based in Indianapolis, United States

Ranked by team size

Top 25 of 61 company matches for personalized investment platforms based in Indianapolis, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 29, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Bedel Financial Consulting	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 29, 2026	11-50	31 contacts →
	Exact match “Bedel Financial Consulting, Inc.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
2	Proteus, LLC	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 29, 2026	11-50	21 contacts →
	Exact match “Proteus is an investment platform developed to provide qualified investors with efficient access to private market investment opportunities, including private funds…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
3	Woodley Farra Manion Portfolio Management	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 29, 2026	11-50	17 contacts →
	Exact match “Woodley Farra Manion Portfolio Management has one philosophy: Investing is a marathon, not a sprint.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
4	Cooke Financial Group	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 29, 2026	11-50	14 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
5	Archer Investment Corporation	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 29, 2026	51-200	12 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
6	Market Street Wealth Management Advisors	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 29, 2026	11-50	11 contacts →
	Exact match “Protect and preserve your assets with personalized, ongoing financial planning and guidance from Market Street’s experienced team of fee-only wealth management advisors who are…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
7	Wallington Asset Management	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 29, 2026	11-50	10 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
8	Sheaff Brock Investment Advisors	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 29, 2026	11-50	10 contacts →
	Exact match “Fee Only Portfolio Management As a fee only money manager, our focus is on one thing, your portfolio.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
9	SBC Wealth Management	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 29, 2026	1-10	9 contacts →
	Exact match “Founded in 1983, SBC Wealth Management was built on the American values of hard work, integrity, and uncompromising quality and personal service.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
10	Elser Financial Planning	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 29, 2026	11-50	9 contacts →
	Exact match “At EFP, we focus on building lasting relationships and changing lives with the power of financial planning.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
11	Elements Wealth Management	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 29, 2026	51-200	7 contacts →
	Exact match “We're a diverse team who share a common goal: to help you pursue your dreams.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
12	Legacy Wealth Partners Of Raymond James	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 29, 2026	1-10	7 contacts →
	Exact match “LEGACY WEALTH PARTNERS of Raymond James is an exclusive, all-inclusive wealth strategy practice for your family, business or foundation.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
13	RDW Financial Group	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 29, 2026	1-10	6 contacts →
	Exact match “At RDW Financial Group, we believe that, and with that comes peace of mind.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
14	Charter Advisory Corporation	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 29, 2026	11-50	6 contacts →
	Exact match “At Charter Advisory we assist our clients in a variety of areas.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
15	Titan Investment Management LLC	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 29, 2026	1-10	5 contacts →
	Exact match “Titan Investment Management is a registered investment advisor based in Indianapolis, Indiana.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
16	Carlson Wealth Advisors	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 29, 2026	1-10	4 contacts →
	Exact match “Carlson Wealth Advisors is a full-service financial planning and investment management firm that helps individuals and business owners pursue their financial goals.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
17	Thurston Springer Financial	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 29, 2026	11-50	4 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
18	Cerulean Private Wealth Advisors	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 29, 2026	1-10	4 contacts →
	Exact match “Cerulean Private Wealth Advisors is an independent advisory firm dedicated to providing comprehensive financial planning and investment management strategies for high-net-worth…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
19	Greenleaf Financial Group	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 29, 2026	1-10	4 contacts →
	Exact match “Greenleaf Financial Group was founded to provide professional financial planning and investment management for individuals, businesses, and institutions seeking the highest levels…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
20	Precedent Financial Strategies	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 29, 2026	1-10	3 contacts →
	Exact match “Precedent Financial Strategies is an investment advisor to high income clients, managing family wealth through diversified asset portfolios, tax strategies, and estate planning.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
21	Perspective Financial Group	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 29, 2026	1-10	3 contacts →
	Exact match “At Perspective Financial Group, we believe that the best view comes after the hardest climb.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
22	Core Wealth Advisors	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 29, 2026	1-10	2 contacts →
	Exact match “CORE Wealth Advisors is an independent wealth management firm focused on providing prudent, objective and unbiased investment guidance to individuals, business entities and…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
23	Daviman Financial, LLC	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 29, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
24	Halter Ferguson Financial INC	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 29, 2026	11-50	1 contacts →
	Exact match “Halter Ferguson Financial Inc is a Financial Services company located at 13080 Grand Blvd Suite 130, Carmel, Indiana, United States.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
25	C.H. Douglas & Gray Wealth Management	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 29, 2026	1-10	1 contacts →
	Exact match “C.H.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “personalized investment platforms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 61 personalized investment platforms based in Indianapolis, United States

See the full list, filter by size, metro and specialty, and access 160 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Personalized investment platforms based in Indianapolis, United States at a glance

As of Sep 29, 2026

43.8%Verified-email coverage

6.0Average contacts per company

1-10Median size (employees)

Sep 29, 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 61 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Indianapolis, United States whose business descriptions match “personalized investment platforms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 160 professional contacts with verified work emails across the full matched dataset. 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 29, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Personalized investment platforms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “personalized investment platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 61 company matches for personalized investment platforms associated with Indianapolis, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Bedel Financial Consulting tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most personalized investment platforms?

New York leads the United States with 469 company records, followed by Atlanta (193) and Houston (185). Indianapolis has 61.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 160 professional contacts with verified work emails tracked across these 61 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 29, 2026.

Ready to reach these companies? Verified emails and direct dials for all 61 personalized investment platforms based in Indianapolis, United States. Start with a free account, no credit card.

Download this list →

Related lists

Personalized investment platforms by geography

Browse the directory

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 SmartSearch, 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.