Top 30 Investment Management Companies in Scottsdale

Get contact information of Top decision makers like Founder, CEO, CFO, CMO, CTO, Marketing head, HR head, Managers and other employees along with company details in Excel or CSV file.

Get Featured and Increase Sales.

Get Featured on Businesscontacts.io premium Ad space and get exponential visibility, reach and Sales.

Get Featured

Below is the list of Top 30 Investment Management Companies in Scottsdale ranked based on company size, client reviews, services, and awards.

Investment Management Companies in Scottsdale

1. Foundations Investment Advisors

Industry: Investment Management

Location: Scottsdale, Arizona

Website: fiwealth.com

Company Size: 201-500

Company Address: 10575 North 114th Street, Scottsdale, Arizona, United States

Foundations Investment Advisors Contact Details

Name Title LinkedIn Phone Email
Owen Tennyson Financial Service Advisor
Requires/Intent
IT Support
Cybersecurity Solutions
HR & Payroll Services
AI-Based Credit Risk Assessment
E-commerce Integration
and more

2. Invest Smart Usa, Inc.

Industry: Investment Management

Location: Scottsdale, Arizona

Website: investsmartusa.com

Company Founded: 2010

Company Size: 1-10

Company Address: 7440 East Pinnacle Peak Road, Scottsdale, Arizona, United States

Invest Smart Usa, Inc. Contact Details

Name Title LinkedIn Phone Email
Odell Berry Financial Advisor And Asset Manager
Requires/Intent
Digital Asset & Cryptocurrency Investment
Financial Due Diligence
and more

3. Balbec Capital Lp

Industry: Investment Management

Location: Scottsdale, Arizona

Website: balbec.com

Company Founded: 2010

Company Size: 51-200

Company Address: 7114 East Stetson Drive, Scottsdale, Arizona, United States

Balbec Capital Lp Contact Details

Name Title LinkedIn Phone Email
Julie Birk Counsel
Mark Wilson Vice President And Controller At Balbec Capital Lp
Julie Micheels Accounting Manager
Jacob Armour Counsel
Isaac Satterwhite Financial Analyst
James Barrons Senior Legal Counsel
Requires/Intent
Investor Relations & Reporting
Digital Asset & Cryptocurrency Investment
AI
AI-Based Credit Risk Assessment
and more

4. Alpha Squared Capital

Industry: Investment Management

Location: Scottsdale, Arizona

Website: alphasquaredcapital.com

Company Size: 11-50

Company Address: 9319 North 94th Way, Scottsdale, Arizona, United States

Alpha Squared Capital Contact Details

Name Title LinkedIn Phone Email
Corbin Hixson Chief Executive Officer | Portfolio Manager | Financial Advisor
Ben Howard Portfolio Manager And Financial Advisor
Michael Defaria Intern
Requires/Intent
Hedge Fund Strategies
E-commerce Integration
Technology
and more

5. Juncture Wealth Strategies, Llc

Industry: Investment Management

Location: Scottsdale, Arizona

Website: juncturewealth.com

Company Founded: 2010

Company Size: 1-10

Company Address: 15279 North Scottsdale Road, Scottsdale, Arizona, United States

Juncture Wealth Strategies, Llc Contact Details

Name Title LinkedIn Phone Email
Brad Haines Chief Investment Officer
Jana Lavanway Senior Wealth Advisor
Barry Rhonemus Managing Partner, Founder
Bryan Noonan Senior Wealth Advisor
Requires/Intent
IoT
Risk Management & Compliance
AI
High-Frequency Trading Solutions
and more

6. Dynamic Wealth Advisors

Industry: Investment Management

Location: Scottsdale, Arizona

Website: dynamicwealthadvisors.com

Company Founded: 2009

Company Size: 11-50

Company Address: 7150 East Camelback Road, Scottsdale, Arizona, United States

Dynamic Wealth Advisors Contact Details

Name Title LinkedIn Phone Email
Jennifer Degroat Advisor Support
Kathleen Murray Wealth Manager
Joyce Morningstar Senior Wealth Manager, Aif, Qfa
Kayla Kingseed Transition Specialist
Margot Davis Financial Advisor
Don Wiscomb Wealth Manager
Tanya Escobedo Transition Manager
Requires/Intent
M&A Advisory
Institutional Asset Management
ERP Solutions
Cloud Hosting
and more

7. Rowland Carmichael Advisors

Industry: Investment Management

Location: Scottsdale, Arizona

Website: rowlandcarmichael.com

Company Founded: 1987

Company Size: 1-10

Company Address: 7272 East Indian School Road, Scottsdale, Arizona, United States

Rowland Carmichael Advisors Contact Details

Name Title LinkedIn Phone Email
Jaron Carmichael Principal And Wealth Manager
Timothy Rowland Chairman
Janice Orick Vice President Of Operations And Chief Compliance Officer
Black Lindsay Associate
Requires/Intent
ERP Solutions
E-commerce Integration
Automation
Data Security
Robo-Advisors & AI Trading
and more

8. Prevoyant Capital

Industry: Investment Management

Location: Scottsdale, Arizona

Website: prevoyantcapital.com

Company Founded: 2016

Company Size: 1-10

Company Address: 7373 East Doubletree Ranch Road, Scottsdale, Arizona, United States

Prevoyant Capital Contact Details

Name Title LinkedIn Phone Email
Warner Gabel Managing Partner
Bhardwaj Chintalapati Private Equity Intern
Requires/Intent
Data Security
Automation
AI-Powered Financial Forecasting
ERP Solutions
Compliance & Risk Management
and more

9. Faires Investment Trust

Industry: Investment Management

Location: Scottsdale, Arizona

Website: fairestrust.com

Company Founded: 2001

Company Size: 1-10

Company Address: 4430 North Civic Center Plaza, Scottsdale, Arizona, United States

Faires Investment Trust Contact Details

Name Title LinkedIn Phone Email
Ashton Faires Principal And Founder
Requires/Intent
Legal
Data Security
and more

10. Redwood Investment Management, Llc

Industry: Investment Management

Location: Scottsdale, Arizona

Website: redwoodim.com

Company Size: 11-50

Company Address: 4110 North Scottsdale Road, Scottsdale, Arizona, United States

Redwood Investment Management, Llc Contact Details

Name Title LinkedIn Phone Email
Nicholas Stankoven Advisor Analyst At Redwood Investment Management
Shannon Devlin Marketing Director
Requires/Intent
Customer Relationship Management
Cloud Solutions
Digital Marketing
Alternative Investment Consulting
Data Security
and more

11. Empirikal Partners Llc

Industry: Investment Management

Location: Scottsdale, Arizona

Website: empirikalpartners.com

Company Founded: 2011

Company Size: 1-10

Company Address: 7111 East Wildcat Drive, Scottsdale, Arizona, United States

Empirikal Partners Llc Contact Details

Name Title LinkedIn Phone Email
Bob Ferguson Investment Advisor
Mark Post Chief Growth Officer And Investment Advisor
Requires/Intent
Robo-Advisors & AI Trading
IoT
ERP Solutions
and more

12. Wealthtrust - Arizona

Industry: Investment Management

Location: Scottsdale, Arizona

Website: wealthtrust-arizona.com

Company Size: 1-10

Company Address: 8434 East Shea Boulevard, Scottsdale, Arizona, United States

Wealthtrust - Arizona Contact Details

Name Title LinkedIn Phone Email
Ann-margret Noble Registered Investment Professional
Brent Mcquiston Managing Director And Partner
Nancy Gastuch Investment Associate
Requires/Intent
Cloud Solutions
FinTech Solutions For Investment Firms
Advertising
Software Development
Mobile App Development
and more

13. Prana Capital Group, Llc.

Industry: Investment Management

Location: Scottsdale, Arizona

Website: probabilitycapitalgroup.com

Company Founded: 2013

Company Size: 1-10

Company Address: 6910 East 5th Avenue, Scottsdale, Arizona, United States

Prana Capital Group, Llc. Contact Details

Name Title LinkedIn Phone Email
Jay Varty Executive Director
Requires/Intent
Risk Management & Compliance
Advertising
and more

14. Bridgelight Capital, Real Estate & Insurance

Industry: Investment Management

Location: Scottsdale, Arizona

Website: bridgelight.com

Company Size: 11-50

Company Address: 20645 North Pima Road, Scottsdale, Arizona, United States

Bridgelight Capital, Real Estate & Insurance Contact Details

Name Title LinkedIn Phone Email
Gary Stringer Chief Executive Officer
Ron Larue Licensed Realtor
Requires/Intent
Technology
Portfolio Management Solutions
HR & Payroll Services
Data Security
and more

15. Wealthtrust Advisors

Industry: Investment Management

Location: Scottsdale, Arizona

Website: wealthtrustadvisors.com

Company Size: 1-10

Company Address: 17200 North Perimeter Drive, Scottsdale, Arizona, United States

Wealthtrust Advisors Contact Details

Name Title LinkedIn Phone Email
Ann-margret Noble Registered Investment Professional
Paul Ahern Partner
Requires/Intent
Cloud Hosting
HR & Payroll Services
Legal
and more

16. Tmd Wealth Management

Industry: Investment Management

Location: Scottsdale, Arizona

Website: tmdwealth.com

Company Size: 1-10

Company Address: 15333 North Pima Road, Scottsdale, Arizona, United States

Tmd Wealth Management Contact Details

Name Title LinkedIn Phone Email
Eric Anthony Wealth Advisor
Requires/Intent
Financial Management
AI-Based Credit Risk Assessment
Digital Asset & Cryptocurrency Investment
Portfolio Management Solutions
Predictive Analytics
and more

17. Markour Funding And Investments

Industry: Investment Management

Location: Scottsdale, Arizona

Website: markour.com

Company Founded: 2002

Company Size: 1-10

Company Address: 14350 North Frank Lloyd Wright Boulevard, Scottsdale, Arizona, United States

Markour Funding And Investments Contact Details

Name Title LinkedIn Phone Email
Mark Madkour Chairman And Chief Executive Officer
Requires/Intent
Cloud Hosting
Financial Due Diligence
and more

18. Intelligent Capitalworks | Fiduciary Wealth Management

Industry: Investment Management

Location: Scottsdale, Arizona

Website: intelligentcapitalworks.com

Company Founded: 2005

Company Size: 1-10

Company Address: 16427 North Scottsdale Road, Scottsdale, Arizona, United States

Intelligent Capitalworks | Fiduciary Wealth Management Contact Details

Name Title LinkedIn Phone Email
Charles Rossi Personal Financial Advisor
Vincent Rossi President, Chief Investment Officer
Monique Pressley Client Relationship Manager
Jillian Carlson Chief Compliance Officer
Requires/Intent
Customer Relationship Management
Hedge Fund Strategies
AI Chatbots
Accounting
and more

19. Capital Insight Partners Llc.

Industry: Investment Management

Location: Scottsdale, Arizona

Website: capitalinsightpartners.com

Company Founded: 2008

Company Size: 1-10

Company Address: 7328 East Deer Valley Road, Scottsdale, Arizona, United States

Capital Insight Partners Llc. Contact Details

Name Title LinkedIn Phone Email
Craig Mccrory Partner
Deb Downing Client Service Associate
Requires/Intent
AI
High-Frequency Trading Solutions
and more

20. Strada Wealth Advisors

Industry: Investment Management

Location: Scottsdale, Arizona

Website: strada3dwealth.com

Company Size: 1-10

Strada Wealth Advisors Contact Details

Name Title LinkedIn Phone Email
James Matt Partner
Requires/Intent
Investor Relations & Reporting
Mobile App Development
Robo-Advisors & AI Trading
IT Support
Public Relations
and more

21. Pinewell Capital, Llc

Industry: Investment Management

Location: Scottsdale, Arizona

Website: pinewellcapital.com

Company Founded: 2014

Company Size: 1-10

Pinewell Capital, Llc Contact Details

Name Title LinkedIn Phone Email
Sarah Heath Product Manager Intern
Requires/Intent
Technology
Mobile App Development
Investor Relations & Reporting
High-Frequency Trading Solutions
and more

22. Madison Scottsdale Insurance Asset Management

Industry: Investment Management

Location: Scottsdale, Arizona

Website: madisonscottsdale.com

Company Founded: 1993

Company Size: 51-200

Company Address: 8777 North Gainey Center Drive, Scottsdale, Arizona, United States

Madison Scottsdale Insurance Asset Management Contact Details

Name Title LinkedIn Phone Email
Renee Resch Operations Administrator
Alyssa Johnson Investment Analyst
Madison Admin Administrator
Requires/Intent
AI
Technology
and more

23. Biers Management Group

Industry: Investment Management

Location: Scottsdale, Arizona

Website: biersmanagementgroup.com

Company Size: 1-10

Company Address: P/o Box 4816, Scottsdale, Arizona, United States

Biers Management Group Contact Details

Name Title LinkedIn Phone Email
Tim Biers President And Chief Executive Officer
Requires/Intent
Business Expansion
Financial Management
Cloud Solutions
and more

24. Harmony Asset Management Llc

Industry: Investment Management

Location: Scottsdale, Arizona

Website: harmonyam.com

Company Founded: 2001

Company Size: 1-10

Company Address: 7373 East Doubletree Ranch Road, Scottsdale, Arizona, United States

Harmony Asset Management Llc Contact Details

Name Title LinkedIn Phone Email
Wende Feller Analyst
Requires/Intent
Technology
Automation
Business Expansion
Market Research
Cloud Hosting
and more

25. American Partnership Board

Industry: Investment Management

Location: Scottsdale, Arizona

Website: apboard.com

Company Size: 1-10

Company Address: 7373 East Doubletree Ranch Road, Scottsdale, Arizona, United States

American Partnership Board Contact Details

Name Title LinkedIn Phone Email
Neal Buckley Sales Manager
Requires/Intent
High-Frequency Trading Solutions
Web Development
and more

26. Watch Guard Capital Llc

Industry: Investment Management

Location: Scottsdale, Arizona

Website: watchguardcapital.com

Company Founded: 2016

Company Size: 1-10

Watch Guard Capital Llc Contact Details

Name Title LinkedIn Phone Email
Odalys Ortiz Security Guard
Requires/Intent
IPO Advisory
Digital Asset & Cryptocurrency Investment
Tax Optimization For Investments
Customer Relationship Management
and more
Unlock verified email addresses and phone numbers of key decision-makers and organizations to drive your business forward.
Tell us your target industry, and we'll connect you with the right contacts to accelerate your growth.
Email us at david@businesscontacts.io
Copy email
and achieve your business objectives seamlessly.

Scottsdale Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Owen Tennyson Foundations Investment Advisors Financial Service Advisor
2 Odell Berry Invest Smart Usa, Inc. Financial Advisor And Asset Manager
3 Julie Birk Balbec Capital Lp Counsel
4 Mark Wilson Balbec Capital Lp Vice President And Controller At Balbec Capital Lp
5 Julie Micheels Balbec Capital Lp Accounting Manager
6 Jacob Armour Balbec Capital Lp Counsel
7 Isaac Satterwhite Balbec Capital Lp Financial Analyst
8 James Barrons Balbec Capital Lp Senior Legal Counsel
9 Corbin Hixson Alpha Squared Capital Chief Executive Officer | Portfolio Manager | Financial Advisor
10 Ben Howard Alpha Squared Capital Portfolio Manager And Financial Advisor
11 Michael Defaria Alpha Squared Capital Intern
12 Brad Haines Juncture Wealth Strategies, Llc Chief Investment Officer
13 Jana Lavanway Juncture Wealth Strategies, Llc Senior Wealth Advisor
14 Barry Rhonemus Juncture Wealth Strategies, Llc Managing Partner, Founder
15 Bryan Noonan Juncture Wealth Strategies, Llc Senior Wealth Advisor
16 Jennifer Degroat Dynamic Wealth Advisors Advisor Support
17 Kathleen Murray Dynamic Wealth Advisors Wealth Manager
18 Joyce Morningstar Dynamic Wealth Advisors Senior Wealth Manager, Aif, Qfa
19 Kayla Kingseed Dynamic Wealth Advisors Transition Specialist
20 Margot Davis Dynamic Wealth Advisors Financial Advisor
21 Don Wiscomb Dynamic Wealth Advisors Wealth Manager
22 Tanya Escobedo Dynamic Wealth Advisors Transition Manager
23 Jaron Carmichael Rowland Carmichael Advisors Principal And Wealth Manager
24 Timothy Rowland Rowland Carmichael Advisors Chairman
25 Janice Orick Rowland Carmichael Advisors Vice President Of Operations And Chief Compliance Officer
26 Black Lindsay Rowland Carmichael Advisors Associate
27 Warner Gabel Prevoyant Capital Managing Partner
28 Bhardwaj Chintalapati Prevoyant Capital Private Equity Intern
29 Ashton Faires Faires Investment Trust Principal And Founder
30 Nicholas Stankoven Redwood Investment Management, Llc Advisor Analyst At Redwood Investment Management
31 Shannon Devlin Redwood Investment Management, Llc Marketing Director
32 Bob Ferguson Empirikal Partners Llc Investment Advisor
33 Mark Post Empirikal Partners Llc Chief Growth Officer And Investment Advisor
34 Ann-margret Noble Wealthtrust - Arizona Registered Investment Professional
35 Brent Mcquiston Wealthtrust - Arizona Managing Director And Partner
36 Nancy Gastuch Wealthtrust - Arizona Investment Associate
37 Jay Varty Prana Capital Group, Llc. Executive Director
38 Gary Stringer Bridgelight Capital, Real Estate & Insurance Chief Executive Officer
39 Ron Larue Bridgelight Capital, Real Estate & Insurance Licensed Realtor
40 Ann-margret Noble Wealthtrust Advisors Registered Investment Professional

Investment Management companies in different cities of Arizona

No. Industry Number of Contacts Download
1 Investment Management Companies in Phoenix 2875
2 Investment Management Companies in Tucson 805
3 Investment Management Companies in Tempe 345
4 Investment Management Companies in Mesa 345