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Financial Services companies headquartered in Ohio

Tamtam tracks 83 Financial Services companies headquartered in Ohio. This list ranks all of them by number of employees on LinkedIn, led by Fifth Third Bank, Worldpay and CrossCountry Mortgage, LLC. Their median headcount is 176. Half of them were founded in 1988 or later. The most common headquarters are Cincinnati (19), Cleveland (16) and Columbus (14).

馃嚭馃嚫 Ohio83 companiesUpdated Oct 24, 2026
#CompanyIndustryHeadquarters EmployeesFounded
1
Fifth Third Bank53.com

Diversified financial services company providing commercial and branch banking, consumer lending, and wealth management through a network of regional financial centers and ATMs.

Financial Services 馃嚭馃嚫 Cincinnati 25,396 n/a
2
Worldpayworldpay.com

Global payment processing solutions enabling businesses to accept payments worldwide in-person and online, in multiple currencies and markets, offered by leading technology provider

Financial Services 馃嚭馃嚫 Cincinnati 8,838 1993
3
CrossCountry Mortgage, LLCcrosscountrymortgage.com

Nationwide mortgage lender providing fast, clear home loans with strong community focus, dedicated team, and philanthropic efforts.

Financial Services 馃嚭馃嚫 Cleveland 6,454 2003
4
AML RightSourceamlrightsource.com

Provides trained professionals for Anti-Money Laundering, Bank Secrecy Act, and financial crimes compliance, including transaction monitoring and due diligence.

Financial Services 馃嚭馃嚫 Cleveland 6,341 n/a
5
Western & Southern Financial Groupwesternsouthern.com

Group of companies providing life insurance, investment advisory, brokerage services, and real estate management across multiple sectors.

Financial Services 馃嚭馃嚫 Cincinnati 5,199 1888
6
Bread Financialbreadfinancial.com

Personalized payment, lending, and saving solutions empowering millions of U.S. consumers and supporting growth for recognized retail brands.

Financial Services 馃嚭馃嚫 Columbus 4,584 1996
7
Alliance Databreadfinancial.com

Provider of financial services undergoing rebranding to Bread Financial, focusing on customer engagement and payment solutions.

Financial Services 馃嚭馃嚫 Columbus 3,989 n/a
8
Nationwide Financialnationwide.com

A leading Fortune 100 insurance and financial services organization offering life insurance, retirement plans, annuities, and mutual funds through tailored solutions for clients

Financial Services 馃嚭馃嚫 Columbus 3,677 n/a
9
KeyBank Commercialkey.com

Full-service commercial and investment bank offering capital markets solutions, mortgage finance, equipment finance, public finance, and commercial payments for middle market clients.

Financial Services 馃嚭馃嚫 Cleveland 2,573 n/a
10
Union Home Mortgage Corp.uhm.com

Guides aspiring homebuyers through the homeownership process, offering personalized experiences and responsible lending to make homeownership accessible for everyone across 44 states and D.C.

Financial Services 馃嚭馃嚫 Strongsville 1,955 1970
11
Wright-Patt Credit Unionwpcu.coop

This company is a member-owned credit union offering a range of financial services and products through a registered broker-dealer

Financial Services 馃嚭馃嚫 Beavercreek 1,024 1932
12
FirstMerit Bankhuntington.com

A banking institution that was previously FirstMerit Bank but has now transitioned to Huntington National Bank, providing news and updates

Financial Services 馃嚭馃嚫 Akron 937 1845
13
Check `n Gocheckngo.com

A financial services company offering simple, safe, and nonjudgmental solutions to help customers manage their personal finances quickly and conveniently

Financial Services 馃嚭馃嚫 Cincinnati 918 1994
14
Nations Lendingnationslending.com

Nations Lending is dedicated to providing personalized mortgage solutions, specializing in FHA and VA loans, while also supporting employee growth and community giving

Financial Services 馃嚭馃嚫 Independence 866 2003
15
Ohio National Financial Servicesconstellationinsurance.com

A financial services company offering insurance protection, wealth accumulation options, and retirement solutions through a network of agencies and distribution organizations

Financial Services 馃嚭馃嚫 Cincinnati 753 1909
16
Vantivworldpay.com

A global leader in advancing payment, banking, and investment solutions for businesses and communities worldwide, serving clients in 130+ countries

Financial Services 馃嚭馃嚫 Cincinnati 717 1971
17
Alliance Data Card Servicesbreadfinancial.com

Bread Financial provides card services previously offered by Alliance Data, offering financial solutions and information through their website and social media

Financial Services 馃嚭馃嚫 Columbus 712 n/a
18
Equity Trust Companytrustetc.com

Financial services company offering custodial services for alternative investments, back-office solutions for RIAs, brokerage services, and more, with over $45 billion in assets under custody

Financial Services 馃嚭馃嚫 Westlake 589 1974
19
Lebanon City Schools

A financial services company located in Lebanon, Ohio, providing services related to financial management and operations for Lebanon City Schools

Financial Services 馃嚭馃嚫 Lebanon 563 n/a
20
STRS Ohiostrsoh.org

Leading retirement system for Ohio public educators with $888 billion in investment assets, serving around 500,000 active, inactive, and retired members

Financial Services 馃嚭馃嚫 Columbus 531 1920
21
MAI Capital Managementmai.capital

A leading investment adviser providing comprehensive wealth management services, specialized financial planning, and fiduciary duty to empower clients' financial success

Financial Services 馃嚭馃嚫 Cleveland 503 1973
22
MassMutual Ascendmassmutualascend.com

A provider of transparent and easy-to-understand annuities, committed to helping clients navigate their financial futures with confidence and pursuit of improvement

Financial Services 馃嚭馃嚫 Cincinnati 458 1976
23
Huntington Financial Advisorshuntington.com

A financial advisory firm focused on personalized planning, investing, and advice to help clients achieve their financial goals and build trust

Financial Services 馃嚭馃嚫 Columbus 456 n/a
24
Kurvkurvpay.com

Providing SMBs with flexible, tech-driven payment solutions and comprehensive tools to simplify transactions, support growth, and enhance business partnerships.

Financial Services 馃嚭馃嚫 Cleveland 453 1988
25
UCBucbinc.com

The company, founded in 1959, offers customized industry-specific solutions with superior service, operating as a family-owned agency with a national presence

Financial Services 馃嚭馃嚫 Toledo 439 1959
26
Checksmartchecksmartstores.com

A financial institution providing short-term cash solutions, check cashing, loans, and pre-paid debit cards with friendly customer service in multiple states

Financial Services 馃嚭馃嚫 Dublin 437 1989
27
Axcess Financialcng.com

Provides retail financial services through Check `n Go and Allied Cash Advance stores, offering loans and financial support to customers.

Financial Services 馃嚭馃嚫 Cincinnati 425 1994
28
General Electric Credit Uniongecreditunion.org

A not-for-profit credit union offering secure financial solutions to the community in Greater Cincinnati, focusing on "People Helping People"

Financial Services 馃嚭馃嚫 Cincinnati 370 1954
29
RPM Mortgagecrosscountrymortgage.com

A mortgage company that has rebranded as CrossCountry Mortgage, specializing in helping individuals secure loans NMLS 3029

Financial Services 馃嚭馃嚫 Brecksville 362 2003
30
Electronic Merchant Systemskurvpay.com

A leading provider of payment processing services, offering innovative business solutions with a focus on quality service and client financial well-being Operating nationwide since 1988

Financial Services 馃嚭馃嚫 Cleveland 349 1988
31
Accurate Groupaccurategroup.com

A leading provider of real estate appraisal, title, compliance technology and services nationwide, specializing in home equity loans Expert in regulatory compliance and efficiency

Financial Services 馃嚭馃嚫 Independence 348 n/a
32
CNG Holdings, Inc.cng.com

A Cincinnati-based financial services company focused on providing innovative solutions to improve customers' financial situations and build better futures

Financial Services 馃嚭馃嚫 Cincinnati 275 1994
33
School Employees Retirement Systemohsers.org

Provides pension benefit programs and services to members, retirees, and beneficiaries with integrity, open communication, innovation, and teamwork.

Financial Services 馃嚭馃嚫 Columbus 253 1937
34
Innovisinnovis.com

Innovis partners with financial institutions to offer consumer information and solutions for identity verification, authentication, collections, and credit decisioning

Financial Services 馃嚭馃嚫 Columbus 226 n/a
35
CFNA (Credit First National Association)cfna.com

A private label credit card bank providing consumer credit solutions for automotive retailers with focus on growth, community involvement, and employee development

Financial Services 馃嚭馃嚫 Brook Park 219 1975
36
Clearsteadclearstead.com

Clearstead empowers wealthy families and institutions to reach their financial goals and create brighter futures for themselves and their communities

Financial Services 馃嚭馃嚫 Cleveland 218 1989
37
Directions Credit Uniondirectionscu.org

A trusted financial institution offering a complete range of services to members, with a focus on personalized guidance, competitive rates, and community involvement

Financial Services 馃嚭馃嚫 Toledo 191 1953
38
Splashsplashfinancial.com

Simplifying loans with automated underwriting, connecting borrowers with lenders nationwide, utilizing cutting edge technology for fast and online debt solutions

Financial Services 馃嚭馃嚫 Cleveland 187 2013
39
Skylight Financial Groupskylightfinancialgroup.com

Skylight Financial Group offers personal financial planning services focusing on individual, family, and business needs with a commitment to community impact and support

Financial Services 馃嚭馃嚫 Cleveland 183 n/a
40
Croghan Colonial Bankcroghan.bank

A locally owned bank with 17 branch locations, offering financial services and digital banking products while emphasizing honesty, hard work, and commitment to family

Financial Services 馃嚭馃嚫 Fremont 178 1888
41
Patriot Softwarepatriotsoftware.com

Provider of affordable online accounting and payroll software for US businesses and accountants, offering simple and powerful solutions with a passion for American business

Financial Services 馃嚭馃嚫 Canton 176 2002
42
National Enterprise Systems, Inc.nes1.com

A full-service debt collection agency offering accounts receivable management services to clients nationwide, headquartered in Solon, Ohio

Financial Services 馃嚭馃嚫 Cleveland 176 1987
43
FEG Investment Advisorsfeg.com

An independent advisory firm offering investment consulting, OCIO services, and research to institutional clients, with over $70 billion in assets under advisement

Financial Services 馃嚭馃嚫 Cincinnati 173 1988
44
Johnson Investment Counseljohnsoninv.com

Independent wealth management firm providing fiduciary services to clients nationwide through various divisions like private client group, trust company, and asset management

Financial Services 馃嚭馃嚫 Cincinnati 173 1965
45
CBC Companies

A privately held business offering risk management, data, and lending support services through a family of brands since 1948

Financial Services 馃嚭馃嚫 Columbus 166 1948
46
Savage and Associatessavageandassociates.com

A financial services firm dedicated to simplifying insurance and benefits to help clients achieve their financial goals with personalized service

Financial Services 馃嚭馃嚫 Maumee 163 n/a
47
Guardian Life Insurance Company of America - Central Ohio Agencyguardianagency.com

A team of financial professionals dedicated to helping clients achieve financial security and prosperity through personalized strategies and high standards

Financial Services 馃嚭馃嚫 Dublin 163 n/a
48
Corporate One Federal Credit Unioncorporateone.coop

A leading provider of investment, funding, and payment solutions for credit unions, offering access to new payment rails and business lending opportunities

Financial Services 馃嚭馃嚫 Columbus 159 1949
49
Revenue Grouprevenuegroup.com

A leading business process outsourcing agency specializing in revenue cycle management, extended office services, insurance follow-up, and denials management with a commitment to client satisfaction

Financial Services 馃嚭馃嚫 Cleveland 155 1982
50
NCS Creditncscredit.com

A leader in credit solutions since 1970, offering customized services to minimize credit risk, secure receivables, and improve profitability for businesses

Financial Services 馃嚭馃嚫 Highland Heights 155 1970
51
LendKeylendkey.com

Revolutionizing lending with an advanced platform, LendKey partners with hundreds of financial institutions to provide white-labeled solutions for growth and risk mitigation

Financial Services 馃嚭馃嚫 Cincinnati 154 2009
52
Meeder Investment Managementmeederinvestment.com

A financial management company located in Dublin, OH, with over $45 billion in assets under advisement, offering a variety of investment solutions to individuals and organizations

Financial Services 馃嚭馃嚫 Dublin 148 1974
53
Reliant Capital Solutionsreliantcapitalsolutions.com

Accounts receivable management company helping clients in higher education, healthcare, automotive, retail, commercial, and teleservices industries recover debts and assist consumers in reducing debt

Financial Services 馃嚭馃嚫 Gahanna 140 n/a
54
Rockbridgerockbridgeholdings.com

A vertically integrated hospitality investment firm, with over 24 years of experience, focusing on real estate and hospitality investments across 39 states

Financial Services 馃嚭馃嚫 Columbus 140 1999
55
Touchstone Investmentswesternsouthern.com

Specializing in mutual funds, Touchstone Investments partners with asset managers for active portfolio construction and offers funds through intermediaries nationwide

Financial Services 馃嚭馃嚫 Cincinnati 133 1994
56
Diamond Hilldiamond-hill.com

This company is dedicated to generating long-term investment outcomes and client partnerships They prioritize security and caution against fraudulent communication

Financial Services 馃嚭馃嚫 Columbus 122 2000
57
Cinfed Credit Unioncinfed.com

The company offers non-deposit investment products and services to help individuals make confident financial decisions, registered through CUSO Financial Services, LP

Financial Services 馃嚭馃嚫 Cincinnati 100 1934
58
Jifitijifiti.com

A leading fintech company providing white-labeled embedded lending solutions for banks, lenders, and merchants worldwide, offering various financing options at the point of sale

Financial Services 馃嚭馃嚫 Columbus 98 2011
59
Walnut Ridgewrfo.com

Private investment firm supporting sustainable growth and enhancing legacy through partnerships with founders in lower middle-market companies and various philanthropic activities

Financial Services 馃嚭馃嚫 Orange Village 87 n/a
60
Hartlandhartland.com

An independent advisory firm serving institutions and private clients, providing financial advice on over $16 billion in assets with a focus on objective service

Financial Services 馃嚭馃嚫 Cleveland 75 1989
61
Laurel Roadlaurelroad.com

A digital banking platform tailored for healthcare and business professionals, offering banking solutions, student loan refinancing, mortgages, personal loans, and more

Financial Services 馃嚭馃嚫 Cleveland 65 2006
62
OneSevenonesevenadvisor.com

A financial firm providing holistic, customized solutions to clients' wealth management needs, focusing on long-term goals and aspirations for the future

Financial Services 馃嚭馃嚫 Beachwood 46 2016
63
REVISORrevisorgroup.com

The company offers a solution for financial advisors to provide investment management services more efficiently and profitably, enhancing client experience

Financial Services 馃嚭馃嚫 Copley 28 2015
64
COPFCUcopfcu.com

A not-for-profit financial institution serving police, firefighters, school, and government employees since 1935, with a focus on community service and value

Financial Services 馃嚭馃嚫 Cincinnati 24 1935
65
Johnson Asset Managementjohnsonasset.com

Independent investment management firm specializing in investment grade fixed income and domestic equity securities, focusing on building investment partnerships and delivering high quality portfolios for clients

Financial Services 馃嚭馃嚫 Cincinnati 22 1976
66
Primus Capital Funds (Primus Capital)primuscapital.com

Private equity firm founded in 1983, investing in leading healthcare, software, and technology companies to accelerate growth and increase value through tailored investment structures

Financial Services 馃嚭馃嚫 Cleveland 22 1984
67
Beacon Financial Partnersbeaconplanners.com

A comprehensive planning and wealth management firm providing independent advice, customized strategies, and a focus on achieving clients' financial goals

Financial Services 馃嚭馃嚫 Beachwood 22 2006
68
TSG Advice Partnerstsgadvice.com

Providing financial solutions to help clients achieve their goals while giving back to those in need, focusing on making a positive impact

Financial Services 馃嚭馃嚫 Columbus 20 2019
69
GDK & Companygdkandco.com

Financial services company offering wealth management, planning, insurance, and employee benefits to support entrepreneurs and individuals in preserving and accelerating wealth growth

Financial Services 馃嚭馃嚫 North Canton 19 1975
70
Pay Theorypaytheory.com

The company provides financial solutions to help families pay for vital services, focusing on inclusion regardless of financial or banking status

Financial Services 馃嚭馃嚫 Cincinnati 17 2018
71
EF Huttonefhutton.com

A century-old financial services leader now specializes in digital investments with no-commission online trading, social networking, and mobile communication services

Financial Services 馃嚭馃嚫 Springfield 16 1904
72
rebel Financialrebelfinancial.com

A dedicated Registered Investment Advisor offering financial planning, advice, and asset management services with a focus on client value

Financial Services 馃嚭馃嚫 Groveport 16 2013
73
Resource Strategies, Inc.resourcestrategies.com

An independent investment management firm providing expert financial advice and wealth management services to high-net-worth individuals, families, and corporations nationwide

Financial Services 馃嚭馃嚫 Pepper Pike 16 1985
74
Beacon Financial Group, Inc.beaconfinancialgroup.com

This company provides financial services to individuals and businesses, offering assistance with investments, loans, banking, and other financial needs

Financial Services 馃嚭馃嚫 Cleveland 15 n/a
75
KMG Fiduciary Partners, LLCkmgfp.com

Innovative financial planning and asset management firm focused on personalized goals and long-term success as a fiduciary advisor Offering comprehensive, tailored solutions

Financial Services 馃嚭馃嚫 Toledo 14 2018
76
Mayfield Financial Servicesmayfield1.com

This company delivers financial solutions with a focus on creating value through an integrated approach, bringing together various financial professionals for comprehensive strategies

Financial Services 馃嚭馃嚫 Richmond Heights 13 1994
77
Elizabeth Park Capital Managementelizabethparkcm.com

Privately held alternative asset manager specializing in bank investments, offering long/short equity, event-driven, and market neutral products with a client-first mindset

Financial Services 馃嚭馃嚫 Pepper Pike 12 2008
78
Capital Advisors, Ltd.capitaladvisorsltd.com

Wealth management firm providing financial planning, investment management, estate planning, retirement planning, business succession planning, insurance management, and private investment analysis services

Financial Services 馃嚭馃嚫 Shaker Heights 11 1991
79
Peak Wealth Solutionsretirepeak.com

Financial services firm offering insurance, securities, and investments for businesses, individuals, and groups Wide range of services catered to various needs

Financial Services 馃嚭馃嚫 Pepper Pike 9 1997
80
Total Wealth Planning, LLCcarsonwealth.com

This company offers comprehensive financial planning services to help clients make informed decisions and secure their long-term financial future

Financial Services 馃嚭馃嚫 Cincinnati 7 1989
81
The Inkwell Grouptheinkwellgroup.com

An investment firm specializing in acquiring, managing, and developing companies with strong growth potential, while partnering with diverse leaders

Financial Services 馃嚭馃嚫 Cleveland 4 2016
82
Henderson Financial Services (HFS)hendersonfs.com

Provider of financial products and services for individuals and business owners, committed to integrity, professionalism, and helping clients achieve their goals

Financial Services 馃嚭馃嚫 Medina 4 1988
83
PRO Financial Networkprofinancialnetwork.com

A full-service financial firm offering high-quality information, services, and products to help individuals, physicians, and business owners pursue their financial goals

Financial Services 馃嚭馃嚫 Westlake 3 2004

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How this list is built

Every company on this list has a Tamtam company profile. The industry is the one the company gives on LinkedIn; categories such as SaaS or fintech are classified by Tamtam's AI from the company's website and LinkedIn page; and the headquarters city must match the company's own address. Companies are ranked by the number of employees on LinkedIn, and the list is refreshed every night. Classifications can be wrong, so treat the list as a starting point rather than an official ranking. Last updated Oct 24, 2026.

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