Top 20 Investment Management Companies in Boulder

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Below is the list of Top 20 Investment Management Companies in Boulder ranked based on company size, client reviews, services, and awards.

Investment Management Companies in Boulder

1. Altivolus Capital

Industry: Investment Management

Location: Boulder, Colorado

Website: altivoluscapital.com

Company Founded: 2015

Company Size: 11-50

Company Address: 1942 Broadway Street, Boulder, Colorado, United States

Altivolus Capital Contact Details

Name Title LinkedIn Phone Email
Mirza Baig Group Managing Director
Requires/Intent
Risk Management & Compliance
Market Research
AI-Based Credit Risk Assessment
Smart Contracts For Investment
and more

2. Rubicon Technology Partners

Industry: Investment Management

Location: Boulder, Colorado

Website: rubicontp.com

Company Founded: 2012

Company Size: 11-50

Company Address: 1911 11th Street, Boulder, Colorado, United States

Rubicon Technology Partners Contact Details

Name Title LinkedIn Phone Email
Alex Kleiner Principal
Vincent Chao Principal
Aditya Soni Vice President
Jason Winsten Partner
Andy Gesell Partner
Requires/Intent
Technology
Compliance & Risk Management
and more

3. Aloha Capital Llc

Industry: Investment Management

Location: Boulder, Colorado

Website: alohacapitalpartners.com

Company Founded: 2015

Company Size: 11-50

Company Address: 2525 Arapahoe Avenue, Boulder, Colorado, United States

Aloha Capital Llc Contact Details

Name Title LinkedIn Phone Email
Kevin Hill Chief Operating Officer
Brandon Threlkeld Controller
Caitlin Waldschmidt External Sales Management
Valerie Sapourn Superwoman
Chris Pelatti Operations And In-house Counsel
Requires/Intent
Cloud Solutions
ERP Solutions
and more

4. Colorado Financial Management

Industry: Investment Management

Location: Boulder, Colorado

Website: colofinancial.com

Company Founded: 1988

Company Size: 11-50

Company Address: 4840 Pearl East Circle, Boulder, Colorado, United States

Colorado Financial Management Contact Details

Name Title LinkedIn Phone Email
Floyd Pierce Trader And Analyst
Rick Lawrence President And Chief Executive Officer
Kait Rabaey Client Service Manager
Luke Daniel Principal And Senior Advisor
Rebekah Pickerell Client Service Manager
Steve Stein Client Service Manager And Portfolio Management At Colorado Financial Management
Sherri Zuhlke Senior Client Service Manager
Requires/Intent and 1 more Employees
IPO Advisory
Cybersecurity Solutions
M&A Advisory
and more

5. Bsw Wealth Partners

Industry: Investment Management

Location: Boulder, Colorado

Website: bsw.com

Company Founded: 1992

Company Size: 11-50

Company Address: 2336 Pearl Street, Boulder, Colorado, United States

Bsw Wealth Partners Contact Details

Name Title LinkedIn Phone Email
Tami Carroll Advisor
Aaron Deitz Portfolio Manager
Julia Wentworth Associate Financial Advisor
Maile Mccomb Office Manager + Client Concierge
Ben Weaver Senior Advisor And Managing Principal
Kathrin Biscornet Financial Planner
Reta Kuntez Human Resource Executive
Requires/Intent
AI Chatbots
CRM Systems
Accounting
Cloud Hosting
ESG Investing & Impact Analysis
and more

6. Trailhead Capital Llc

Industry: Investment Management

Location: Boulder, Colorado

Website: trailheadcap.com

Company Founded: 2017

Company Size: 1-10

Company Address: 1803 South Foothills Highway, Boulder, Colorado, United States

Trailhead Capital Llc Contact Details

Name Title LinkedIn Phone Email
Mark Lewis Managing Partner
Ryan Albanese Commodity Trader
Requires/Intent
Tax Optimization For Investments
Market Research
AI-Powered Financial Forecasting
IoT
Smart Contracts For Investment
and more

7. Green Alpha Advisors

Industry: Investment Management

Location: Boulder, Colorado

Website: greenalphaadvisors.com

Company Founded: 2007

Company Size: 1-10

Company Address: 4760 Walnut Street, Boulder, Colorado, United States

Green Alpha Advisors Contact Details

Name Title LinkedIn Phone Email
Jeremy Deems Co-founder, Chief Financial Officer And Chief Operations Officer
Requires/Intent
Market Research
High-Frequency Trading Solutions
Tax Optimization For Investments
and more

8. Schoolcraft Capital

Industry: Investment Management

Location: Boulder, Colorado

Website: schoolcraftcapital.com

Company Founded: 2015

Company Size: 1-10

Schoolcraft Capital Contact Details

Name Title LinkedIn Phone Email
Michael Sherman Founder, Co-cio
Andrew Hein Analyst
Requires/Intent
Smart Contracts For Investment
ESG Investing & Impact Analysis
Sales
and more

9. Woodbourne Capital Management International, Lp

Industry: Investment Management

Location: Boulder, Colorado

Website: woodbourneinvestments.com

Company Size: 11-50

Company Address: 1919 14th Street, Boulder, Colorado, United States

Woodbourne Capital Management International, Lp Contact Details

Name Title LinkedIn Phone Email
David Roth Vice President, Investments
Nicholas Anderson Investment Analyst
Gregory Parker Intern
Requires/Intent
Technology
Digital Asset & Cryptocurrency Investment
AI Chatbots
Financial Due Diligence
Smart Contracts For Investment
and more

10. Colorado Capital Management

Industry: Investment Management

Location: Boulder, Colorado

Website: coloradocap.com

Company Founded: 2000

Company Size: 1-10

Company Address: 4430 Arapahoe Avenue, Boulder, Colorado, United States

Colorado Capital Management Contact Details

Name Title LinkedIn Phone Email
Debbie Huttner Impact Specialist And Financial Advisor At Colorado Capital Management
Matt Chambers Financial Analyst
Requires/Intent
E-commerce Integration
Market Research
and more

11. Kilterhowling Llc

Industry: Investment Management

Location: Boulder, Colorado

Website: kilterhowling.com

Company Size: 1-10

Company Address: 3550 Frontier Avenue, Boulder, Colorado, United States

Kilterhowling Llc Contact Details

Name Title LinkedIn Phone Email
Kreighton Bieger Principal
Requires/Intent
Advertising
Institutional Asset Management
Global Market Trend Analysis
and more

12. Silverpeak Wealth

Industry: Investment Management

Location: Boulder, Colorado

Website: silverpeakwealth.com

Company Founded: 2014

Company Size: 1-10

Company Address: 2033 11th Street, Boulder, Colorado, United States

Silverpeak Wealth Contact Details

Name Title LinkedIn Phone Email
Elizabeth Jacques Co-president
Hank Nicholson President At Silverpeak Wealth
Requires/Intent
AI Chatbots
Institutional Asset Management
E-commerce Integration
and more

13. Principium Investments, Llc

Industry: Investment Management

Location: Boulder, Colorado

Website: principium.co

Company Founded: 2013

Company Size: 1-10

Company Address: 1877 Broadway, Boulder, Colorado, United States

Principium Investments, Llc Contact Details

Name Title LinkedIn Phone Email
Jennifer Dziura Manager Of Client Engagement At Principium Investments
Requires/Intent
Cloud Solutions
Sales
SEO
High-Frequency Trading Solutions
Legal
and more

14. Aloha Capital Llc

Industry: Investment Management

Location: Boulder, Colorado

Website: alohaltdincomefund.com

Company Founded: 2015

Company Size: 11-50

Company Address: 2525 Arapahoe Avenue, Boulder, Colorado, United States

Aloha Capital Llc Contact Details

Name Title LinkedIn Phone Email
Ashley Gebben Loan Operations Manager
Requires/Intent
Data Security
FinTech Solutions For Investment Firms
and more

15. Vandeveer Investments

Industry: Investment Management

Location: Boulder, Colorado

Website: vandeveer.com

Company Founded: 1992

Company Size: 1-10

Company Address: 2060 Broadway, Boulder, Colorado, United States

Vandeveer Investments Contact Details

Name Title LinkedIn Phone Email
Diane Weber Office Manager
Requires/Intent
Portfolio Management Solutions
Predictive Analytics
Private Wealth Management
Software Development
and more

16. Sargent Bickham Lagudis

Industry: Investment Management

Location: Boulder, Colorado

Website: sblfinancial.com

Company Founded: 1988

Company Size: 1-10

Company Address: 4840 Pearl East Circle, Boulder, Colorado, United States

Sargent Bickham Lagudis Contact Details

Name Title LinkedIn Phone Email
Gary Powell Director Of Financial Planning
Chris Lagudis Principal
Denis Nock Vice President
Requires/Intent
Portfolio Management Solutions
Private Wealth Management
and more
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Boulder Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Mirza Baig Altivolus Capital Group Managing Director
2 Alex Kleiner Rubicon Technology Partners Principal
3 Vincent Chao Rubicon Technology Partners Principal
4 Aditya Soni Rubicon Technology Partners Vice President
5 Jason Winsten Rubicon Technology Partners Partner
6 Andy Gesell Rubicon Technology Partners Partner
7 Kevin Hill Aloha Capital Llc Chief Operating Officer
8 Brandon Threlkeld Aloha Capital Llc Controller
9 Caitlin Waldschmidt Aloha Capital Llc External Sales Management
10 Valerie Sapourn Aloha Capital Llc Superwoman
11 Chris Pelatti Aloha Capital Llc Operations And In-house Counsel
12 Floyd Pierce Colorado Financial Management Trader And Analyst
13 Rick Lawrence Colorado Financial Management President And Chief Executive Officer
14 Kait Rabaey Colorado Financial Management Client Service Manager
15 Luke Daniel Colorado Financial Management Principal And Senior Advisor
16 Rebekah Pickerell Colorado Financial Management Client Service Manager
17 Steve Stein Colorado Financial Management Client Service Manager And Portfolio Management At Colorado Financial Management
18 Sherri Zuhlke Colorado Financial Management Senior Client Service Manager
19 Tami Carroll Bsw Wealth Partners Advisor
20 Aaron Deitz Bsw Wealth Partners Portfolio Manager
21 Julia Wentworth Bsw Wealth Partners Associate Financial Advisor
22 Maile Mccomb Bsw Wealth Partners Office Manager + Client Concierge
23 Ben Weaver Bsw Wealth Partners Senior Advisor And Managing Principal
24 Kathrin Biscornet Bsw Wealth Partners Financial Planner
25 Reta Kuntez Bsw Wealth Partners Human Resource Executive
26 Mark Lewis Trailhead Capital Llc Managing Partner
27 Ryan Albanese Trailhead Capital Llc Commodity Trader
28 Jeremy Deems Green Alpha Advisors Co-founder, Chief Financial Officer And Chief Operations Officer
29 Michael Sherman Schoolcraft Capital Founder, Co-cio
30 Andrew Hein Schoolcraft Capital Analyst
31 David Roth Woodbourne Capital Management International, Lp Vice President, Investments
32 Nicholas Anderson Woodbourne Capital Management International, Lp Investment Analyst
33 Gregory Parker Woodbourne Capital Management International, Lp Intern
34 Debbie Huttner Colorado Capital Management Impact Specialist And Financial Advisor At Colorado Capital Management
35 Matt Chambers Colorado Capital Management Financial Analyst
36 Kreighton Bieger Kilterhowling Llc Principal
37 Elizabeth Jacques Silverpeak Wealth Co-president
38 Hank Nicholson Silverpeak Wealth President At Silverpeak Wealth
39 Jennifer Dziura Principium Investments, Llc Manager Of Client Engagement At Principium Investments
40 Ashley Gebben Aloha Capital Llc Loan Operations Manager

Investment Management companies in different cities of Colorado

No. Industry Number of Contacts Download
1 Investment Management Companies in Denver 7475
2 Investment Management Companies in Greenwood Village 1610
3 Investment Management Companies in Colorado Springs 920
4 Investment Management Companies in Englewood 460