Company lists · Data refreshed September 2026

Top 25 Wealth management marketing agencies based in Indianapolis, United States

Name: Wealth management marketing agencies 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 72 companies tracked

RevenueBase identified 72 wealth management marketing agencies headquartered in Indianapolis, United States as of September 2026 and tracks 413 professional contacts across them, including 150 with verified work emails. Across the United States, New York is the largest hub for this category (512 companies); Indianapolis has 72.

This list covers wealth management marketing agencies 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 29, 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 29, 2026 86% judged on-target in blind review

72Companies

413Contacts tracked

150Verified emails

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

The 25 largest wealth management marketing agencies based in Indianapolis, United States

Ranked by team size

Top 25 of 72 wealth management marketing agencies based in Indianapolis, United States, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management marketing agencies: 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	Indirect evidence	Indianapolis, United StatesHQ checked Sep 29, 2026	51-200	41 contacts →
	Indirect 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 29, 2026
2	Bedel Financial Consulting	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 29, 2026	11-50	31 contacts →
	Indirect evidence “Bedel Financial Consulting, Inc.” Source: RevenueBase Database · checked Sep 29, 2026
3	Williams Randall Advertising	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 29, 2026	11-50	25 contacts →
	Partial evidence “Williams Randall Advertising is a full-service marketing and advertising agency with our office in Indianapolis, Indiana.” Source: RevenueBase Database · checked Sep 29, 2026
4	Delta Wealth Advisors	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 29, 2026	11-50	20 contacts →
	Indirect evidence “What’s the Key to Finding Your Financial Clarity?” Source: RevenueBase Database · checked Sep 29, 2026
5	Cooke Financial Group	Strong evidence	Indianapolis, IN, United StatesHQ checked Sep 29, 2026	11-50	14 contacts →
	Strong 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 29, 2026
6	Green Loop Marketing	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 29, 2026	11-50	14 contacts →
	Partial evidence “Green Loop Marketing is a boutique marketing agency specializing in getting local businesses noticed.” Source: RevenueBase Database · checked Sep 29, 2026
7	Market Street Wealth Management Advisors	Strong evidence	Indianapolis, IN, United StatesHQ checked Sep 29, 2026	11-50	11 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 29, 2026
8	Wallington Asset Management	Strong evidence	Indianapolis, IN, United StatesHQ checked Sep 29, 2026	11-50	10 contacts →
	Strong 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 29, 2026
9	SBC Wealth Management	Strong evidence	Indianapolis, IN, United StatesHQ checked Sep 29, 2026	1-10	9 contacts →
	Strong 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 29, 2026
10	Legacy Wealth Partners Of Raymond James	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 29, 2026	1-10	7 contacts →
	Partial evidence “LEGACY WEALTH PARTNERS of Raymond James is an exclusive, all-inclusive wealth strategy practice for your family, business or foundation.” Source: RevenueBase Database · checked Sep 29, 2026
11	Flydog Digital	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 29, 2026	1-10	6 contacts →
	Partial evidence “FlyDog Digital is a boutique digital marketing agency for wellness and hospitality brands - the businesses built around people, experiences, and places that matter.” Source: RevenueBase Database · checked Sep 29, 2026
12	The Veritas Group, INC	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 29, 2026	11-50	5 contacts →
	Indirect evidence “At The Veritas Group, we are passionate about helping people obtain peace of mind through Financial Illumination.” Source: RevenueBase Database · checked Sep 29, 2026
13	Curry Webb Wealth Management	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 29, 2026	1-10	5 contacts →
	Indirect evidence “We understand that having a good relationship with your adviser is just as important as the advice.” Source: RevenueBase Database · checked Sep 29, 2026
14	M&k Legacy Wealth	Strong evidence	Indianapolis, IN, United StatesHQ checked Sep 29, 2026	1-10	5 contacts →
	Strong evidence “We are an independent wealth management rm committed to helping you simplify, grow and protect your wealth so you can enjoy life.” Source: RevenueBase Database · checked Sep 29, 2026
15	Thurston Springer Financial	Indirect evidence	Indianapolis, IN, United StatesHQ checked Sep 29, 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 29, 2026
16	Greenleaf Financial Group	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 29, 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 29, 2026
17	Cerulean Private Wealth Advisors	Strong evidence	Indianapolis, IN, United StatesHQ checked Sep 29, 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 29, 2026
18	Precedent Financial Strategies	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 29, 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 29, 2026
19	Muse Street Marketing LLC	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 29, 2026	1-10	3 contacts →
	Partial evidence “Muse Street Marketing is your business’s boutique marketing partner offering full-spectrum services including brand design, marketing strategy consulting, custom website design…” Source: RevenueBase Database · checked Sep 29, 2026
20	Ricebarrett Family Wealth	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 29, 2026	1-10	3 contacts →
	Partial evidence “RiceBarrett Family Wealth is an independent multi-generational wealth advisory firm committed to providing financial, investment, and estate planning strategies focused on…” Source: RevenueBase Database · checked Sep 29, 2026
21	Gutwein Group	Partial evidence	Indianapolis, United StatesHQ checked Sep 29, 2026	1-10	3 contacts →
	Partial evidence “Don’t Just Build Wealth, Build Memories” I don’t want to just help clients build wealth, i want to participate in their journey and watch them build memories!” Source: RevenueBase Database · checked Sep 29, 2026
22	Catalyst Group Marketing	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 29, 2026	1-10	3 contacts →
	Partial evidence “Catalyst Group Marketing partners with professional service firms to help them turn their marketing challenges into opportunities through thought leadership websites, refreshed…” Source: RevenueBase Database · checked Sep 29, 2026
23	Idiz Incorporated	Partial evidence	Indianapolis, IN, United StatesHQ checked Sep 29, 2026	1-10	3 contacts →
	Partial evidence “We’re a strategic marketing firm that specializes in Big Ideas.” Source: RevenueBase Database · checked Sep 29, 2026
24	Core Wealth Advisors	Strong evidence	Indianapolis, IN, United StatesHQ checked Sep 29, 2026	1-10	2 contacts →
	Strong evidence “CORE Wealth Advisors is an independent wealth management firm focused on providing prudent, objective and unbiased investment guidance to individuals, business entities and…” Source: RevenueBase Database · checked Sep 29, 2026
25	Holistic Financial Partners	Strong evidence	Indianapolis, IN, United StatesHQ checked Sep 29, 2026	1-10	2 contacts →
	Strong evidence “We specialize in wealth management and financial planning, but we also provide financial guidance to individuals navigating the complexities of divorce.” Source: RevenueBase Database · checked Sep 29, 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: wealth management marketing agencies. 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 wealth management marketing agencies.
Partial evidence: Its own public description names part of wealth management marketing agencies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name wealth management marketing agencies. 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 72 wealth management marketing agencies based in Indianapolis, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 150 reachable decision-makers.

Free signup · no credit card

View the full list →

Wealth management marketing agencies based in Indianapolis, United States at a glance

As of Sep 29, 2026

36.3%Verified-email coverage

5.7Average 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 72 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 wealth management marketing agencies, 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 “wealth management marketing agencies”. 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 wealth management marketing agencies), 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 wealth management marketing agencies, 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, 150 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 29, 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.

Wealth management marketing agencies 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 wealth management marketing agencies, 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 wealth management marketing agencies are there based in Indianapolis, United States?

RevenueBase identified 72 wealth management marketing agencies 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 in the United States has the most wealth management marketing agencies?

New York leads the United States with 512 headquartered companies, followed by Atlanta (223) and Houston (218). Indianapolis has 72.

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 150 verified decision-maker contacts tracked across these 72 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 29, 2026.

Ready to reach these companies? Verified emails and direct dials for all 72 wealth management marketing agencies based in Indianapolis, United States. Start with a free account, no credit card.

Download this list →

Related lists

Wealth management marketing agencies 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 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.