Investment Firms in Indianapolis To Consider

Indianapolis, Indiana, is home to a wide array of investment firms serving individuals, families, institutions, and businesses. From private equity firms investing in middle-market companies to wealth advisory practices helping individuals achieve financial goals, these firms represent a cross-section of financial expertise. If you’re considering engaging with an investment firm in Indianapolis, here are ten that may align with your goals and values.

1. Heron Capital

Heron Capital is a private investment firm that focuses on acquiring and building small to middle-market companies across North America. Founded in 2006 and based in Indianapolis, the firm targets sectors such as precision manufacturing and healthcare. With a long-term investment approach and its own capital at stake, Heron fosters flexibility and enduring partnerships.
Phone: 317-686-1950
Email: [email protected]
Address: 9245 N Meridian St Presidents Office, Indianapolis, IN 46260
Website: http://heroncap.com/

2. FNEX

FNEX is a fintech-enabled investment bank specializing in private securities and alternative investment opportunities. Headquartered in Indianapolis, FNEX delivers institutional trading, a multi-family office platform, and investment banking services designed for wealth managers, RIAs, and institutional clients.
Phone: 888-580-2588
Email: [email protected]
Address: One Indiana Square Suite 2252, Indianapolis, IN 46204
Website: https://fnex.com/

3. One to One Financial Advisors

One to One Financial Advisors, also known as OTO Financial, is a fiduciary-focused advisory firm serving individuals and organizations across Indiana and Illinois. They specialize in comprehensive financial planning for educators, healthcare professionals, nonprofit leaders, and union members.
Phone: 800-667-5792
Email: [email protected]
Address: 3610 River Crossing Pkwy Ste 280, Indianapolis, IN 46240
Website: https://www.onetoonefa.com/

4. The Just Company

Based in Indianapolis, The Just Company is an independent financial advisory firm focused on helping clients attain financial independence. By adhering to fiduciary standards, they provide transparent, customized wealth management strategies tailored to each client’s financial life.
Phone: 800-477-5474
Email: [email protected]
Address: 5635 Castle Crk Pkwy Dr N, Indianapolis, IN 46250
Website: http://www.thejustcompany.com/

5. Bookends Financial Planning

Led by a family team including Sarah Boston, Bookends Financial Planning offers personalized financial planning services aligned with each client’s stage in life. As independent advisors associated with Raymond James, they provide transparent, fee-based advice without proprietary products.
Phone: 317-859-2502
Email: [email protected]
Address: 7320 US Highway 31 S, Indianapolis, IN 46227
Website: https://www.bookendsfinancialplanning.com/

6. Feuerbach Financial Group LLC

Feuerbach Financial Group is an Indianapolis-based advisory firm offering personalized financial planning and investment services. Under the LPL Financial umbrella, the firm leverages national resources while maintaining the independence of a local advisor.
Phone: 317-885-6607
Email: [email protected]
Address: 5144 E Stop 11 Rd #21, Indianapolis, IN 46237
Website: https://www.feuerbachfg.com/

7. Community Investment Fund of Indiana (CIFI)

CIFI is a nonprofit Community Development Financial Institution dedicated to providing financial access and development services to underserved communities across Indiana. Since 2010, it has supported small businesses, affordable housing, and nonprofit organizations.
Phone: 317-960-3710
Email: [email protected]
Address: 4181 E 96th St, Indianapolis, IN 46240
Website: http://capitalizingindiana.org/

8. OneIndiana Financial Group

Established in 2015, OneIndiana Financial Group provides financial services and risk management strategies grounded in a macro-economic approach. The firm assists clients in crafting strategies that prioritize both growth and risk mitigation.
Phone: 317-975-3470
Email: [email protected]
Address: 50 E 91st St Ste 300, Indianapolis, IN 46240
Website: http://oneindianafinancial.com/

9. Sanctuary Wealth

Sanctuary Wealth offers a hybrid platform for independent financial advisors, combining the capabilities of a registered investment adviser and broker-dealer. Headquartered in Indianapolis, it supports over 120 partner firms with institutional-grade tools and multi-custodial access.
Phone: 317-975-7729
Email: [email protected]
Address: 3815 River Crossing Pkwy #200, Indianapolis, IN 46240
Website: https://sanctuarywealth.com/

10. VisionTech Partners – VisionTech Angels

VisionTech is a Midwest-based angel investing network that focuses on early-stage companies in medtech, life sciences, SaaS, and other tech-driven sectors. The group actively mentors and invests in startups through its community of accredited investors.
Phone: 317-701-1711
Email: [email protected]
Address: 1220 Waterway Blvd Suite H108, Indianapolis, IN 46204
Website: http://visiontech-partners.com/

Indianapolis presents a broad selection of investment firms catering to diverse financial needs, whether you’re a startup founder, a seasoned investor, or a family seeking long-term planning. These ten firms showcase a mix of innovative strategies, fiduciary commitment, and deep local roots—characteristics worth considering as you plan your financial future.