Top 100 Investment Management Startups And Companies in Arizona

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Below is the list of Top 100 Investment Management Startups And Companies in Arizona ranked based on company size, client reviews, services, and awards.

Investment Management Startups And Companies in Arizona

1. Mra Associates

Industry: Investment Management

Location: Arizona

Website: mraassociates.com

Company Founded: 1991

Company Size: 11-50

Company Address: 3200 East Camelback Road, Phoenix, Arizona, United States

Mra Associates Contact Details

Name Title LinkedIn Phone Email
J.t Vandegriff Client Advisor
Matthew White Investment Analyst
Christina Burroughs Managing Partner
Ken Garrett Senior Director
Brad Lemon Managing Partner
Carli Young Client Associate
J.t Vandegriff Partner
Requires/Intent and 25 more Employees
Financial Management
Financial Due Diligence
Cybersecurity Solutions
Cloud Hosting
and more

2. Fusion Wealth Management

Industry: Investment Management

Location: Arizona

Website: fusionwm.com

Company Size: 1-10

Company Address: 4040 East Camelback Road, Phoenix, Arizona, United States

Fusion Wealth Management Contact Details

Name Title LinkedIn Phone Email
Dustin Giannangelo Founder | President And Chief Executive Officer | Global Markets Thought Leader
Requires/Intent
AI-Powered Financial Forecasting
Tax Optimization For Investments
Financial Due Diligence
Web Development
and more

3. Foundations Investment Advisors

Industry: Investment Management

Location: 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

4. Invest Smart Usa, Inc.

Industry: Investment Management

Location: 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

5. Treehouse Group Companies

Industry: Investment Management

Location: Arizona

Website: treehousegroup.us

Company Founded: 2006

Company Size: 1-10

Company Address: 2075 South Cottonwood Drive, Tempe, Arizona, United States

Treehouse Group Companies Contact Details

Name Title LinkedIn Phone Email
Blake Ziser Acquisitions And Investment Management
Tom Stapley Co-founder And Managing Partner
Josh Carter Capex Manager
Brad Clussman Director Of Information Technology
Abram Campbell Analyst
Pamela Hatcher Accounts Payable Specialist
Jon Wilkins Director Of Renovations
Requires/Intent and 5 more Employees
Automation
Digital Asset & Cryptocurrency Investment
Risk Management & Compliance
Portfolio Management Solutions
and more

6. Mac6

Industry: Investment Management

Location: Arizona

Website: mac6.com

Company Founded: 2011

Company Size: 1-10

Company Address: 1430 West Broadway, Tempe, Arizona, United States

Mac6 Contact Details

Name Title LinkedIn Phone Email
Chrissy Jackson Onsite Community Builder
Scott Mcintosh Co-founder And Angel-entrepreneur
Chrissy Ballentine Onsite Community Builder
Ryan Sorrells Various
Requires/Intent
Advertising
Global Market Trend Analysis
and more

7. Miller Russell Associates

Industry: Investment Management

Location: Arizona

Company Founded: 1991

Company Size: 1-10

Company Address: 3200 East Camelback Road, Phoenix, Arizona, United States

Miller Russell Associates Contact Details

Name Title LinkedIn Phone Email
Nathan Erickson Managing Partner And Chief Investment Officer
Bill Hodges Chairman
Asher Newman Internal Accounting Intern
John Brimhall Client Advisor
Amanda Noxon Client Administrator
Danielle Fillmore Senior Client Administrator
Dennis Miller Chairman
Requires/Intent and 1 more Employees
Investor Relations & Reporting
HR & Payroll Services
IoT
and more

8. Balbec Capital Lp

Industry: Investment Management

Location: 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

9. Alpha Squared Capital

Industry: Investment Management

Location: 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

10. Juncture Wealth Strategies, Llc

Industry: Investment Management

Location: 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

11. Smead Capital Management

Industry: Investment Management

Location: Arizona

Website: smeadcap.com

Company Founded: 2007

Company Size: 11-50

Company Address: 2777 East Camelback Road, Phoenix, Arizona, United States

Smead Capital Management Contact Details

Name Title LinkedIn Phone Email
Bill Smead Chief Investment Officer
James Casey Vice President, West Coast Sales, Broker-dealer, Ibd, Private Banks, Ria And Family Offices
Brenda Larson Chief Compliance Officer Director Of Operations
Yelena Schubert Vice President Operations
Requires/Intent
Advertising
Predictive Analytics
and more

12. Fair Organization Holding Corp.

Industry: Investment Management

Location: Arizona

Website: f-o.co

Company Founded: 2011

Company Size: 1-10

Fair Organization Holding Corp. Contact Details

Name Title LinkedIn Phone Email
Andra Fair Chief Executive Officer At Fair Organization Holding Corp
Requires/Intent
Global Market Trend Analysis
AI-Powered Financial Forecasting
Accounting
Digital Asset & Cryptocurrency Investment
E-commerce Integration
and more

13. Marketplace One

Industry: Investment Management

Location: Arizona

Website: mpone.com

Company Founded: 2007

Company Size: 1-10

Company Address: 1 North 1st Street, Phoenix, Arizona, United States

Marketplace One Contact Details

Name Title LinkedIn Phone Email
Brian Mackay Principal
Brad Routh Chief Financial Officer
Kyle Frazey Principal
Elizabeth Jamison Executive Assistant
Requires/Intent
M&A Advisory
Global Market Trend Analysis
Legal
and more

14. Hasslacher Tax & Financial, Llc

Industry: Investment Management

Location: Arizona

Website: jhasslacher.com

Company Founded: 1986

Company Size: 1-10

Company Address: 42104 North Venture Drive, Anthem, Arizona, United States

Hasslacher Tax & Financial, Llc Contact Details

Name Title LinkedIn Phone Email
John Hasslacher Wealth Advisor, Tax Consultant, Financial Advisor
Claudia Fellner Administrative Assistant
Jennie Akins Administrative Assistant At Hasslacher Tax And Financial, Llc
Requires/Intent
Advertising
Sales
and more

15. Versant Capital Management, Inc.

Industry: Investment Management

Location: Arizona

Website: versantcm.com

Company Founded: 2004

Company Size: 11-50

Company Address: 2394 East Camelback Road, Phoenix, Arizona, United States

Versant Capital Management, Inc. Contact Details

Name Title LinkedIn Phone Email
Brian Poe Wealth Counselor
Allison Bressi Compliance And Administrative Manager
Norm Miller Senior Investment Counselor
Logan Robertson Analyst Intern
Daniel Nunez Client Associate Intern
Brooke Jess Portfolio Associate
Requires/Intent
IoT
Customer Relationship Management
Robo-Advisors & AI Trading
and more

16. Keatsconnelly

Industry: Investment Management

Location: Arizona

Website: keatsconnelly.com

Company Founded: 1990

Company Size: 11-50

Company Address: 3336 North 32nd Street, Phoenix, Arizona, United States

Keatsconnelly Contact Details

Name Title LinkedIn Phone Email
John Simpson Tax Director
Steph Schief Executive Assistant
Julrica Hytchye Paraplanner
Matt Lucas Associate Cross-border Financial Planner
Toni Brown Client Experience Coordinator
Craig Neumann Tax Manager
Connelly Keats Company
Requires/Intent and 4 more Employees
Digital Asset & Cryptocurrency Investment
Cloud Solutions
and more

17. Black Mountain Investment Company

Industry: Investment Management

Location: Arizona

Website: blackmtnco.com

Company Founded: 2009

Company Size: 11-50

Company Address: 8325 West Happy Valley Road, Peoria, Arizona, United States

Black Mountain Investment Company Contact Details

Name Title LinkedIn Phone Email
Mihai Toma Chief Executive Officer
Chris Wheeler Executive Vice President Of Investments And Vice Chairman
Requires/Intent
Cybersecurity Solutions
Risk Management & Compliance
Predictive Analytics
IT Support
and more

18. Dynamic Wealth Advisors

Industry: Investment Management

Location: 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

19. Rowland Carmichael Advisors

Industry: Investment Management

Location: 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

20. Prevoyant Capital

Industry: Investment Management

Location: 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

21. Surevest Wealth Management

Industry: Investment Management

Location: Arizona

Company Founded: 2002

Company Size: 1-10

Company Address: 2425 East Camelback Road, Phoenix, Arizona, United States

Surevest Wealth Management Contact Details

Name Title LinkedIn Phone Email
Korin Woods Client Services
Natalie Vandegraaff Director Of Client Services
Peter Burnham Senior Wealth Advisor
Requires/Intent
Digital Marketing
Portfolio Management Solutions
Mobile App Development
and more

22. Mathis Wealth Management

Industry: Investment Management

Location: Arizona

Website: mathiswealth.com

Company Founded: 2015

Company Size: 1-10

Company Address: 7210 North 16th Street, Phoenix, Arizona, United States

Mathis Wealth Management Contact Details

Name Title LinkedIn Phone Email
Phil Adams Financial Advisor
Kelvin Bartee Public Safety Benefits Specialist
Jennifer Panicker Investment Advisor, Operations Director
Paula Adams Licensed Life And Health Insurance Agent
Requires/Intent
ESG Investing & Impact Analysis
Tax Optimization For Investments
M&A Advisory
and more

23. Ironwood Wealth Management, Llc.

Industry: Investment Management

Location: Arizona

Website: ironwoodwm.com

Company Founded: 2006

Company Size: 11-50

Company Address: 3100 West Ray Road, Chandler, Arizona, United States

Ironwood Wealth Management, Llc. Contact Details

Name Title LinkedIn Phone Email
Craig Moore Financial Planner
Jared Hirte Portfolio Administrator
Colleen Allison Office Manager
Emily Bristow Office Administrator
Rick Wagner Financial Planner
Leigh Irons Administrative Assistant
Alex Marek Co Founder
Requires/Intent and 2 more Employees
Public Relations
High-Frequency Trading Solutions
Advertising
Cybersecurity Solutions
and more

24. Faires Investment Trust

Industry: Investment Management

Location: 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

25. Sterling Investment Management

Industry: Investment Management

Location: Arizona

Website: sterlinginvestmentmanagement.com

Company Founded: 1995

Company Size: 1-10

Company Address: 6262 North Swan Road, Tucson, Arizona, United States

Sterling Investment Management Contact Details

Name Title LinkedIn Phone Email
James Good Portfolio Manager, Global Asset Allocation And Fixed Income
Michael Ford Client Relationship Manager
Arumayta Arguello Research Analyst
Arumayta Martinez Research Analyst
John Payne President And Chief Investment Officer
Requires/Intent
Financial Due Diligence
Automation
and more

26. Pogson & Matt Wealth Management Group

Industry: Investment Management

Location: Arizona

Website: pogsonmatt.com

Company Founded: 2009

Company Size: 1-10

Company Address: 6930 East Chauncey Lane, Phoenix, Arizona, United States

Pogson & Matt Wealth Management Group Contact Details

Name Title LinkedIn Phone Email
Ron Gregg Owner And Portfolio Manager
Ken Pogson Partner
William Mullenmeister Partner
Michael Otterson Portfolio Manager
Requires/Intent
Financial Due Diligence
Financial Management
Portfolio Management Solutions
and more

27. Redwood Investment Management, Llc

Industry: Investment Management

Location: 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

28. Empirikal Partners Llc

Industry: Investment Management

Location: 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

29. Wealthtrust - Arizona

Industry: Investment Management

Location: 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

30. Prana Capital Group, Llc.

Industry: Investment Management

Location: 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

31. Bridgelight Capital, Real Estate & Insurance

Industry: Investment Management

Location: 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

32. Wealthtrust Advisors

Industry: Investment Management

Location: 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

33. First Choice Wealth Management

Industry: Investment Management

Location: Arizona

Website: firstchoicewealth.com

Company Founded: 2012

Company Size: 1-10

First Choice Wealth Management Contact Details

Name Title LinkedIn Phone Email
Kristofer Venezia Associate Vice President Of Investments
Requires/Intent
Legal
Digital Asset & Cryptocurrency Investment
and more

34. Tmd Wealth Management

Industry: Investment Management

Location: 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

35. Markour Funding And Investments

Industry: Investment Management

Location: 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

36. Mjm401k

Industry: Investment Management

Location: Arizona

Website: mjm401k.com

Company Founded: 2005

Company Size: 1-10

Company Address: 4647 North 32nd Street, Phoenix, Arizona, United States

Mjm401k Contact Details

Name Title LinkedIn Phone Email
Irving Isaacson Senior Consultant
Mary Berk Consultant
Michelle Slovik Administration
Requires/Intent
Market Research
Branding
E-commerce Integration
M&A Advisory
Legal
and more

37. Truerisk Labs

Industry: Investment Management

Location: Arizona

Website: truerisklabs.com

Company Founded: 2015

Company Size: 1-10

Company Address: 4742 North 24th Street, Phoenix, Arizona, United States

Truerisk Labs Contact Details

Name Title LinkedIn Phone Email
Dave Wilson Chief Executive Officer
Requires/Intent
Customer Relationship Management
FinTech Solutions For Investment Firms
AI Chatbots
and more

38. Sonora Investment Management Llc

Industry: Investment Management

Location: Arizona

Website: invmgmt.com

Company Founded: 1986

Company Size: 1-10

Company Address: 4720 East Cholla Street, Phoenix, Arizona, United States

Sonora Investment Management Llc Contact Details

Name Title LinkedIn Phone Email
Tim Wilcox Investment Advisor And Securities Analyst
Sara Ramos Chief Compliance Officer For Sonora Investment Management Llc
Requires/Intent
ERP Solutions
FinTech Solutions For Investment Firms
Business Expansion
and more

39. Belichesky Capital Partners

Industry: Investment Management

Location: Arizona

Website: bcpfunds.com

Company Founded: 2016

Company Size: 1-10

Company Address: 23460 North 19th Avenue, Phoenix, Arizona, United States

Belichesky Capital Partners Contact Details

Name Title LinkedIn Phone Email
Andrew Belichesky Founder And C.e.o
Brandon Langston Research And Data Analyst
Requires/Intent
Branding
E-commerce Integration
Compliance & Risk Management
AI-Powered Financial Forecasting
and more

40. Intelligent Capitalworks | Fiduciary Wealth Management

Industry: Investment Management

Location: 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

41. Asu Student Investment Management Fund

Industry: Investment Management

Location: Arizona

Company Founded: 2006

Company Size: 11-50

Company Address: P/o Box 873406, Tempe, Arizona, United States

Asu Student Investment Management Fund Contact Details

Name Title LinkedIn Phone Email
Jacob Robinson Portfolio Manager
Requires/Intent
Financial Management
Advertising
Data Security
Sales
Software Development
and more

42. Verhaaren Companies

Industry: Investment Management

Location: Arizona

Website: verhaaren.us

Company Founded: 2003

Company Size: 1-10

Company Address: 2812 North Norwalk Street, Mesa, Arizona, United States

Verhaaren Companies Contact Details

Name Title LinkedIn Phone Email
Richard Verhaaren Senior Financial Advisor And Investor Verhaaren Companies
Requires/Intent
Alternative Investment Consulting
IoT
AI-Powered Financial Forecasting
CRM Systems
and more

43. Sji Financial Services Inc

Industry: Investment Management

Location: Arizona

Website: sji.us.com

Company Size: 1-10

Company Address: 7481 East Broadway Road, Tucson, Arizona, United States

Sji Financial Services Inc Contact Details

Name Title LinkedIn Phone Email
Steve Bishopp Investment Advisor Representative
Mark Johnson Financa Planner
Karen Fuller Administrator Assistant
Requires/Intent
AI
AI-Powered Financial Forecasting
and more

44. Iridius Capital, Llc.

Industry: Investment Management

Location: Arizona

Company Founded: 2012

Company Size: 1-10

Company Address: 1785 East Skyline Drive, Tucson, Arizona, United States

Iridius Capital, Llc. Contact Details

Name Title LinkedIn Phone Email
Mackenzie Allen Director Of Communications
Angela Labrusciano Administrative Assistant
Requires/Intent
Business Expansion
Risk Management & Compliance
and more

45. Capital Insight Partners Llc.

Industry: Investment Management

Location: 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

46. The Skyline Companies

Industry: Investment Management

Location: Arizona

Website: theskylineco.com

Company Founded: 2014

Company Size: 1-10

The Skyline Companies Contact Details

Name Title LinkedIn Phone Email
Swap Nath Investor Relations
Requires/Intent
Digital Asset & Cryptocurrency Investment
IPO Advisory
AI-Based Credit Risk Assessment
Smart Contracts For Investment
Market Research
and more

47. Strada Wealth Advisors

Industry: Investment Management

Location: 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

48. Pinewell Capital, Llc

Industry: Investment Management

Location: 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

49. Pivotal Group, Inc.

Industry: Investment Management

Location: Arizona

Company Founded: 1985

Company Size: 11-50

Company Address: 3200 East Camelback Road, Phoenix, Arizona, United States

Pivotal Group, Inc. Contact Details

Name Title LinkedIn Phone Email
Michelle Alameda Executive Assistant
Requires/Intent
Tax Optimization For Investments
IT Support
Advertising
Hedge Fund Strategies
and more

50. Strategic Equity Management

Industry: Investment Management

Location: Arizona

Website: stratequity.com

Company Founded: 1992

Company Size: 1-10

Company Address: 7367 East Tanque Verde Road, Tucson, Arizona, United States

Strategic Equity Management Contact Details

Name Title LinkedIn Phone Email
Dustin Briles Director Of Technology
Brandi Hybiak Advisor Services And Operations Manager
Kim Sitkowski Administrative Business Partner Support Specialist
Requires/Intent
Business Expansion
Financial Management
SEO
Public Relations
and more

51. Taurum Retirement Partners, Llc

Industry: Investment Management

Location: Arizona

Website: taurumfinancial.com

Company Founded: 2016

Company Size: 1-10

Company Address: 1760 East Pecos Road, Gilbert, Arizona, United States

Taurum Retirement Partners, Llc Contact Details

Name Title LinkedIn Phone Email
Jackson Beck Financial Advisor
Requires/Intent
Robo-Advisors & AI Trading
Investor Relations & Reporting
and more

52. Stellar Capital Management, Llc

Industry: Investment Management

Location: Arizona

Website: stellarmgt.com

Company Founded: 1984

Company Size: 1-10

Company Address: 2200 East Camelback Road, Phoenix, Arizona, United States

Stellar Capital Management, Llc Contact Details

Name Title LinkedIn Phone Email
Robert Papelian Research Specialist
Steve Taddie Managing Partner
Requires/Intent
Legal
SEO
AI-Powered Financial Forecasting
AI
Accounting
and more

53. Neighborhood Ventures

Industry: Investment Management

Location: Arizona

Website: neighborhood.ventures

Company Founded: 2017

Company Size: 1-10

Company Address: 5227 North 7th Street, Phoenix, Arizona, United States

Neighborhood Ventures Contact Details

Name Title LinkedIn Phone Email
Heidi Schwicht Financial Analyst
Rocky Petersen Lead Designer
Requires/Intent
Data Security
Global Market Trend Analysis
and more

54. Treadstone Management, Llc

Industry: Investment Management

Location: Arizona

Website: treadstonemgmt.com

Company Founded: 2016

Company Size: 1-10

Company Address: 1122 Bb Avenue, Mesa, Arizona, United States

Treadstone Management, Llc Contact Details

Name Title LinkedIn Phone Email
Ryan Goodman Pilot
Requires/Intent
Legal
Financial Due Diligence
Financial Management
Market Research
and more

55. Madison Scottsdale Insurance Asset Management

Industry: Investment Management

Location: 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

56. Bowden Investment Group

Industry: Investment Management

Location: Arizona

Website: bowdenaz.com

Company Founded: 2013

Company Size: 11-50

Company Address: 2727 North 3rd Street, Phoenix, Arizona, United States

Bowden Investment Group Contact Details

Name Title LinkedIn Phone Email
Nick Bowden Chief Operating Officer
Requires/Intent
Software Development
Web Development
and more

57. Wealth Guardian Group, Pllc

Industry: Investment Management

Location: Arizona

Website: wealthguardiangroup.com

Company Founded: 2007

Company Size: 1-10

Wealth Guardian Group, Pllc Contact Details

Name Title LinkedIn Phone Email
Michelle Neely Legal Administrative Assistant
Isamar Ruiz Administrative Assistant
Requires/Intent
AI-Based Credit Risk Assessment
Smart Contracts For Investment
ERP Solutions
and more

58. Pacwest Financial Mgt.

Industry: Investment Management

Location: Arizona

Website: pacwestfn.com

Company Founded: 1997

Company Size: 1-10

Company Address: 1643 East Bethany Home Road, Phoenix, Arizona, United States

Pacwest Financial Mgt. Contact Details

Name Title LinkedIn Phone Email
Carter Pearl Partner
Requires/Intent
Data Security
Automation
Mobile App Development
and more

59. Baron Capital Management, Llc

Industry: Investment Management

Location: Arizona

Website: baroncapital.com

Company Size: 1-10

Baron Capital Management, Llc Contact Details

Name Title LinkedIn Phone Email
David Goldsmith Assistant Portfolio Manager
Requires/Intent
Automation
Public Relations
Investor Relations & Reporting
and more

60. Clean Energy Capital, Llc.

Industry: Investment Management

Location: Arizona

Website: cleanenergycapitalllc.com

Company Size: 1-10

Clean Energy Capital, Llc. Contact Details

Name Title LinkedIn Phone Email
Bess Zhu Vice President Of Finance And Assistant Controller
Requires/Intent
Advertising
Financial Management
Smart Contracts For Investment
Sales
and more

61. Surevest Private Wealth

Industry: Investment Management

Location: Arizona

Website: svwealth.com

Company Founded: 2002

Company Size: 1-10

Company Address: 2425 East Camelback Road, Phoenix, Arizona, United States

Surevest Private Wealth Contact Details

Name Title LinkedIn Phone Email
Vanessa Patrick Executive Assistant To Chief Executive Officer
Requires/Intent
ERP Solutions
Smart Contracts For Investment
AI
Financial Due Diligence
M&A Advisory
and more

62. Biers Management Group

Industry: Investment Management

Location: 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

63. Harmony Asset Management Llc

Industry: Investment Management

Location: 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

64. A & W Leasing Co Inc

Industry: Investment Management

Location: Arizona

Website: wrbond.com

Company Size: 1-10

A & W Leasing Co Inc Contact Details

Name Title LinkedIn Phone Email
Adam Cary Contract And Construction Worker
Requires/Intent
Portfolio Management Solutions
Cloud Solutions
Digital Asset & Cryptocurrency Investment
E-commerce Integration
Data Security
and more

65. Gateway Financial Strategies

Industry: Investment Management

Location: Arizona

Website: gatewayfinancialplanning.com

Company Size: 1-10

Company Address: 12600 North Como Drive, Tucson, Arizona, United States

Gateway Financial Strategies Contact Details

Name Title LinkedIn Phone Email
Brandon Hanson Financial Advisor
Requires/Intent
Market Research
IPO Advisory
E-commerce Integration
Digital Marketing
AI-Based Credit Risk Assessment
and more

66. Carl F. Petersen, Inc.

Industry: Investment Management

Location: Arizona

Website: carlfpetersen.com

Company Founded: 1988

Company Size: 1-10

Carl F. Petersen, Inc. Contact Details

Name Title LinkedIn Phone Email
Oscar Gonzalez Machinist
Rob Despain V.p Business Development
Kerry Moffett Manager - Estimating And Process Engineer
Requires/Intent
Public Relations
Robo-Advisors & AI Trading
M&A Advisory
Compliance & Risk Management
and more

67. Tocco Financial Services

Industry: Investment Management

Location: Arizona

Website: toccofinancial.com

Company Founded: 2005

Company Size: 1-10

Company Address: 1647 North Swan Road, Tucson, Arizona, United States

Tocco Financial Services Contact Details

Name Title LinkedIn Phone Email
Barb Felix Operations Manager
Requires/Intent
Sales
Software Development
and more

68. Atlas Capital Llc

Industry: Investment Management

Location: Arizona

Website: atlascapitalllc.com

Company Founded: 2012

Company Size: 1-10

Company Address: 6250 East Cheney Drive, Phoenix, Arizona, United States

Atlas Capital Llc Contact Details

Name Title LinkedIn Phone Email
Nicholas Shrum Financial Opeprations Manager
Requires/Intent
Automation
Financial Management
Mobile App Development
Digital Marketing
ESG Investing & Impact Analysis
and more

69. American Partnership Board

Industry: Investment Management

Location: 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

70. Ahs Builders Inc

Industry: Investment Management

Location: Arizona

Company Founded: 2013

Company Size: 1-10

Ahs Builders Inc Contact Details

Name Title LinkedIn Phone Email
Raul Diaz Director
Requires/Intent
Smart Contracts For Investment
Portfolio Management Solutions
IT Support
ESG Investing & Impact Analysis
Customer Relationship Management
and more

71. Window Rock Capital Partners, Llc

Industry: Investment Management

Location: Arizona

Website: windowrock.com

Company Founded: 2010

Company Size: 11-50

Company Address: 2915 East Baseline Road, Gilbert, Arizona, United States

Window Rock Capital Partners, Llc Contact Details

Name Title LinkedIn Phone Email
Chaise Walls Executive Assistant
Requires/Intent
Hedge Fund Strategies
Digital Asset & Cryptocurrency Investment
FinTech Solutions For Investment Firms
Market Research
and more

72. Four Peaks Wealth Management

Industry: Investment Management

Location: Arizona

Website: fourpeakswealth.com

Company Founded: 2013

Company Size: 1-10

Company Address: 809 West Riordan Road, Flagstaff, Arizona, United States

Four Peaks Wealth Management Contact Details

Name Title LinkedIn Phone Email
Dorothy Reinert Cpa
Requires/Intent
Alternative Investment Consulting
Customer Relationship Management
E-commerce Integration
Private Wealth Management
Institutional Asset Management
and more

73. Crown Investments

Industry: Investment Management

Location: Arizona

Website: blackcrowninvestments.com

Company Size: 1-10

Crown Investments Contact Details

Name Title LinkedIn Phone Email
Jeff Macgregory Consultant
Requires/Intent
Financial Management
Financial Due Diligence
Global Market Trend Analysis
Customer Relationship Management
Private Wealth Management
and more

74. Victory Wealth Services

Industry: Investment Management

Location: Arizona

Website: victorywealth.com

Company Founded: 2005

Company Size: 51-200

Company Address: 3741 Karicio Lane, Prescott, Arizona, United States

Victory Wealth Services Contact Details

Name Title LinkedIn Phone Email
Peter Pflum Administrative Manager At Victory Wealth Management, Inc
Requires/Intent
Hedge Fund Strategies
Cloud Solutions
AI Chatbots
Market Research
and more

75. Gains, Llc

Industry: Investment Management

Location: Arizona

Website: gians-llc.com

Company Founded: 2010

Company Size: 1-10

Company Address: 5025 North Central Avenue, Phoenix, Arizona, United States

Gains, Llc Contact Details

Name Title LinkedIn Phone Email
Larry Youngman Maintenance Worker
Requires/Intent
Digital Asset & Cryptocurrency Investment
Smart Contracts For Investment
and more

76. Gaylor Active Money Management, Inc.

Industry: Investment Management

Location: Arizona

Website: gammi.com

Company Size: 1-10

Company Address: 11811 North Tatum Boulevard, Phoenix, Arizona, United States

Gaylor Active Money Management, Inc. Contact Details

Name Title LinkedIn Phone Email
Laine Bleadon Administrative Assistant
Requires/Intent
IPO Advisory
Predictive Analytics
AI-Based Credit Risk Assessment
Financial Due Diligence
and more

77. Watch Guard Capital Llc

Industry: Investment Management

Location: 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

78. Alpha Source

Industry: Investment Management

Location: Arizona

Website: alphasource1.com

Company Size: 1-10

Company Address: 625 West Southern Avenue, Mesa, Arizona, United States

Alpha Source Contact Details

Name Title LinkedIn Phone Email
Dontrell Hood Depit Technican And Shipping Clerk
Requires/Intent
Public Relations
Digital Marketing
Digital Asset & Cryptocurrency Investment
Branding
and more

79. Pearson Lawn Care

Industry: Investment Management

Location: Arizona

Company Size: 1-10

Company Address: 721 East Grand Canyon Drive, Chandler, Arizona, United States

Pearson Lawn Care Contact Details

Name Title LinkedIn Phone Email
Charles Keeley Laborer
Requires/Intent
Predictive Analytics
Compliance & Risk Management
Data Security
Market Research
and more
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Arizona Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 J.t Vandegriff Mra Associates Client Advisor
2 Matthew White Mra Associates Investment Analyst
3 Christina Burroughs Mra Associates Managing Partner
4 Ken Garrett Mra Associates Senior Director
5 Brad Lemon Mra Associates Managing Partner
6 Carli Young Mra Associates Client Associate
7 J.t Vandegriff Mra Associates Partner
8 Dustin Giannangelo Fusion Wealth Management Founder | President And Chief Executive Officer | Global Markets Thought Leader
9 Owen Tennyson Foundations Investment Advisors Financial Service Advisor
10 Odell Berry Invest Smart Usa, Inc. Financial Advisor And Asset Manager
11 Blake Ziser Treehouse Group Companies Acquisitions And Investment Management
12 Tom Stapley Treehouse Group Companies Co-founder And Managing Partner
13 Josh Carter Treehouse Group Companies Capex Manager
14 Brad Clussman Treehouse Group Companies Director Of Information Technology
15 Abram Campbell Treehouse Group Companies Analyst
16 Pamela Hatcher Treehouse Group Companies Accounts Payable Specialist
17 Jon Wilkins Treehouse Group Companies Director Of Renovations
18 Chrissy Jackson Mac6 Onsite Community Builder
19 Scott Mcintosh Mac6 Co-founder And Angel-entrepreneur
20 Chrissy Ballentine Mac6 Onsite Community Builder
21 Ryan Sorrells Mac6 Various
22 Nathan Erickson Miller Russell Associates Managing Partner And Chief Investment Officer
23 Bill Hodges Miller Russell Associates Chairman
24 Asher Newman Miller Russell Associates Internal Accounting Intern
25 John Brimhall Miller Russell Associates Client Advisor
26 Amanda Noxon Miller Russell Associates Client Administrator
27 Danielle Fillmore Miller Russell Associates Senior Client Administrator
28 Dennis Miller Miller Russell Associates Chairman
29 Julie Birk Balbec Capital Lp Counsel
30 Mark Wilson Balbec Capital Lp Vice President And Controller At Balbec Capital Lp
31 Julie Micheels Balbec Capital Lp Accounting Manager
32 Jacob Armour Balbec Capital Lp Counsel
33 Isaac Satterwhite Balbec Capital Lp Financial Analyst
34 James Barrons Balbec Capital Lp Senior Legal Counsel
35 Corbin Hixson Alpha Squared Capital Chief Executive Officer | Portfolio Manager | Financial Advisor
36 Ben Howard Alpha Squared Capital Portfolio Manager And Financial Advisor
37 Michael Defaria Alpha Squared Capital Intern
38 Brad Haines Juncture Wealth Strategies, Llc Chief Investment Officer
39 Jana Lavanway Juncture Wealth Strategies, Llc Senior Wealth Advisor
40 Barry Rhonemus Juncture Wealth Strategies, Llc Managing Partner, Founder

Investment Management companies in different states of USA

No. Industry Number of Contacts Download
1 Investment Management Startups and Companies in Alabama 274
2 Investment Management Startups and Companies in Alaska 96
3 Investment Management Startups and Companies in Arkansas 52
4 Investment Management Startups and Companies in California 1690
5 Investment Management Startups and Companies in Colorado 619
6 Investment Management Startups and Companies in Connecticut 1366
7 Investment Management Startups and Companies in Delaware 72
8 Investment Management Startups and Companies in Florida 233
9 Investment Management Startups and Companies in Georgia 290
10 Investment Management Startups and Companies in Hawaii 22
11 Investment Management Startups and Companies in Idaho 103
12 Investment Management Startups and Companies in Illinois 1798
13 Investment Management Startups and Companies in Indiana 501
14 Investment Management Startups and Companies in Iowa 540
15 Investment Management Startups and Companies in Kansas 337
16 Investment Management Startups and Companies in Kentucky 99
17 Investment Management Startups and Companies in Louisiana 122
18 Investment Management Startups and Companies in Maine 65
19 Investment Management Startups and Companies in Maryland 3570
20 Investment Management Startups and Companies in Massachusetts 2397
21 Investment Management Startups and Companies in Michigan 173
22 Investment Management Startups and Companies in Minnesota 1147
23 Investment Management Startups and Companies in Mississippi 47
24 Investment Management Startups and Companies in Missouri 1181
25 Investment Management Startups and Companies in Montana 9
26 Investment Management Startups and Companies in Nebraska 48
27 Investment Management Startups and Companies in Nevada 72
28 Investment Management Startups and Companies in New Hampshire 87
29 Investment Management Startups and Companies in New Jersey 709
30 Investment Management Startups and Companies in New Mexico 47
31 Investment Management Startups and Companies in New York 4591
32 Investment Management Startups and Companies in North Carolina 164
33 Investment Management Startups and Companies in North Dakota 4
34 Investment Management Startups and Companies in Ohio 326
35 Investment Management Startups and Companies in Oklahoma 148
36 Investment Management Startups and Companies in Oregon 298
37 Investment Management Startups and Companies in Pennsylvania 617
38 Investment Management Startups and Companies in Rhode Island 36
39 Investment Management Startups and Companies in South Carolina 129
40 Investment Management Startups and Companies in South Dakota 13
41 Investment Management Startups and Companies in Tennessee 251
42 Investment Management Startups and Companies in Texas 448
43 Investment Management Startups and Companies in Utah 356
44 Investment Management Startups and Companies in Vermont 83
45 Investment Management Startups and Companies in Virginia 854
46 Investment Management Startups and Companies in Washington 317
47 Investment Management Startups and Companies in Wisconsin 621
48 Investment Management Startups and Companies in Wyoming 25
49 Investment Management Startups and Companies in District Of Columbia 314

Investment Management companies in different cities of Arizona

No. Cities Number of Contacts Download
1 Investment Management Companies in Phoenix 2875
2 Investment Management Companies in Scottsdale 2990
3 Investment Management Companies in Tucson 805
4 Investment Management Companies in Tempe 345