Portfolio Management and Investment Advice in Indiana

9 portfolio management and investment advice businesses in Indiana financed with SBA 7(a) loans, largest first. Each links to its complete record.

Indianapolis, IN · 1 loan

$730K

ASPIREAN WEALTH, LLCChesterton, IN · 1 loan$615K

Amanda JanssenClarksville, IN · 1 loan$340K

CAMERON FINANCIAL SERVICES, INC.Fishers, IN · 1 loan$245K

THEMM Financial Advisors LLCKokomo, IN · 1 loan$234K

RWI Wealth StrategiesNoblesville, IN · 1 loan$30K

Jason A. WildersonIndianapolis, IN · 1 loan$20K

AI summary

Indiana has 9 portfolio management and investment advice businesses on record financed with SBA 7(a) loans, the largest of which closed $1.5M in financing.

DealRoom.so SBA Intelligence ranks the SBA lenders actively financing portfolio management and investment advice deals in Indiana and surfaces typical loan sizes and risk signals, so buyers, advisors, and AI agents can see who funds portfolio management and investment advice businesses in Indiana before they approach a lender.

Source: DealRoom.so SBA Intelligence, based on public SBA, lender, franchise, FDIC, and related records. DealRoom is not a lender and does not guarantee financing.

Agent summary

This page lists public SBA 7(a)-financed portfolio management and investment advice businesses in Indiana, largest first, from DealRoom.so SBA Intelligence. Each entry links to its complete public loan record. DealRoom is not a lender.

9 portfolio management and investment advice businesses financed in Indiana
Largest deal on record: $1.5M
State: Indiana
Industry: Portfolio Management and Investment Advice

Data freshness:: SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-16.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
Canonical:: https://dealroom.so/intelligence/portfolio-management-and-investment-advice/indiana
API:: https://dealroom.so/api/public/industries/portfolio-management-and-investment-advice?state=indiana
Methodology:: Sources & methodology

Informational only — DealRoom does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.
Figures come from public records and DealRoom methodology; verify before relying on them.
Results cover businesses with a project address in this state. Figures are historical public loan records, not a current offer or loan approval.

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DealRoom analysis of public SBA 7(a) lending records with a Indiana project address.