Top 20 Investment Management Startups And Companies in Delaware

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

Investment Management Startups And Companies in Delaware

1. Affinity Wealth Management, Inc.

Industry: Investment Management

Location: Delaware

Website: affinitywealth.com

Company Founded: 1974

Company Size: 11-50

Company Address: 2961 Centerville Road, Wilmington, Delaware, United States

Affinity Wealth Management, Inc. Contact Details

Name Title LinkedIn Phone Email
Peter Gaertner Certified Planner, Cdfa , Mba , Financial Advisor
Cindy Youngcourt Financial Advisor
Abigail Mccloskey Associate Advisor
Ray Manza Vice President
Kyra Smith Marketing Associate
Donald Kalil Chairman
Kristi Naughter Operations Administrator
Requires/Intent and 1 more Employees
Alternative Investment Consulting
ERP Solutions
and more

2. 1 North Wealth Services, Llc

Industry: Investment Management

Location: Delaware

Website: 1northwealthservices.com

Company Founded: 2008

Company Size: 1-10

Company Address: 1413 Savannah Road, Lewes, Delaware, United States

1 North Wealth Services, Llc Contact Details

Name Title LinkedIn Phone Email
James Brennan Partner And Director Of Financial Planning
Margo Cook Director Of Financial Planning
Mary Hughes Director Of Trading And Operations
Kristin Yealdhall Project Manager
Requires/Intent
Mobile App Development
Legal
Financial Management
and more

3. Friess Associates

Industry: Investment Management

Location: Delaware

Website: friess.com

Company Founded: 1974

Company Size: 11-50

Company Address: 3711 Kennett Pike, Wilmington, Delaware, United States

Friess Associates Contact Details

Name Title LinkedIn Phone Email
Jennifer Sparks Portfolio Manager And Research Team Leader
Courtney Gauthier Analyst
Patrick Kealey Head Equity Trader
Paul Hopkins Senior Equity Trader
Cindy Dahlin Research Administrator At Friess Associates
Jane Hopkins Research Manager
Genevieve Carey Research Manager
Requires/Intent
Business Expansion
Digital Asset & Cryptocurrency Investment
Global Market Trend Analysis
and more

4. Dupont Capital Management

Industry: Investment Management

Location: Delaware

Website: dupontcapital.com

Company Founded: 1993

Company Size: 51-200

Company Address: 1 Righter Parkway, Wilmington, Delaware, United States

Dupont Capital Management Contact Details

Name Title LinkedIn Phone Email
Djamel Bachir Senior Application Developer
Charlottie Eoppolo Administrative Assistant And Marketing Coordinator
Caleb Piper Portfolio Manager - Us Reits
Nicholas Lombardo Global Equity Analyst
Karin Braack Junior Equity Analyst, Junior Product Specialist
Kevin Byrnes Senior Investment Analyst
Robert Murphy Quality Control Technician
Requires/Intent and 1 more Employees
ERP Solutions
Private Wealth Management
Risk Management & Compliance
and more

5. Westover Capital Advisors, Llc

Industry: Investment Management

Location: Delaware

Website: westovercapital.com

Company Founded: 1999

Company Size: 1-10

Company Address: 1220 North Market Street, Wilmington, Delaware, United States

Westover Capital Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Cfpâ Matthew Beardwood Director Of Wealth Management
Matthew Beardwood Director Of Wealth Management
Requires/Intent
Robo-Advisors & AI Trading
Institutional Asset Management
and more

6. Financial House

Industry: Investment Management

Location: Delaware

Website: financialhouse.com

Company Size: 11-50

Financial House Contact Details

Name Title LinkedIn Phone Email
Gary Ulrich Financial Planner
Jimmy La Rue Owner And Agent
Alexandra Ostrander Assistant Planner
Rob Griesemer Partner
Gregory Johnson Financial Advisor
Requires/Intent
Software Development
Mobile App Development
Accounting
and more

7. Christmas Corporation

Industry: Investment Management

Location: Delaware

Website: christmascorp.com

Company Founded: 2015

Company Size: 1-10

Company Address: 16192 Coastal Highway, Lewes, Delaware, United States

Christmas Corporation Contact Details

Name Title LinkedIn Phone Email
Ivana Assan Chief Operating Officer
Requires/Intent
M&A Advisory
Software Development
Hedge Fund Strategies
Automation
Risk Management & Compliance
and more

8. Marvin & Palmer Associates, Inc

Industry: Investment Management

Location: Delaware

Website: marvinandpalmer.com

Company Founded: 1986

Company Size: 11-50

Company Address: 200 Bellevue Parkway, Wilmington, Delaware, United States

Marvin & Palmer Associates, Inc Contact Details

Name Title LinkedIn Phone Email
Karen Buckley Chief Financial Officer And Chief Operations Officer
Stephen Marvin Portfolio Manager
Gilbert Hahn General Counsel , Chief Compliane Officer
Sherri Bednash Senior Operations Analyst
David Shepherd Principal
Requires/Intent
Cloud Hosting
Cybersecurity Solutions
Robo-Advisors & AI Trading
and more

9. Coastal Equities, Inc.

Industry: Investment Management

Location: Delaware

Company Founded: 1989

Company Size: 11-50

Company Address: 1201 North Orange Street, Wilmington, Delaware, United States

Coastal Equities, Inc. Contact Details

Name Title LinkedIn Phone Email
Kylie Schommer Vice President Of Operations
Kylie Fischer Vice President Of Operations
Candice Gilman Compliance Manager
Jim Mccrory Vice President Investments
Jay Hasselbeck Coastal Support And Database Manager And Accounting Assistant
Requires/Intent
E-commerce Integration
Software Development
AI-Based Credit Risk Assessment
Digital Marketing
and more

10. Brandywine Trust Company

Industry: Investment Management

Location: Delaware

Website: brandywinetrust.com

Company Size: 51-200

Brandywine Trust Company Contact Details

Name Title LinkedIn Phone Email
Lori Harrington Accounting Administrator
James Jennings Personal Trust Administrator
Amy Falcone Trust Administrator
Marybeth Frankey Family Office Supervisor
Linda Lay Family Office Assitant
Clarinda Campbell Senior Operations Associate
Darlene Hatten Assistant Vice President And Trust Operation Supervisor
Requires/Intent and 4 more Employees
Alternative Investment Consulting
Public Relations
Accounting
IPO Advisory
Robo-Advisors & AI Trading
and more

11. Bassett, Dawson & Foy, Inc.

Industry: Investment Management

Location: Delaware

Website: bdfwealth.com

Company Founded: 1985

Company Size: 1-10

Company Address: 1011 Centre Road, Wilmington, Delaware, United States

Bassett, Dawson & Foy, Inc. Contact Details

Name Title LinkedIn Phone Email
Scott Crosby Wealth Manager
Connie Callahan Administrative Assistant
Requires/Intent
IT Support
IPO Advisory
Sales
Market Research
and more

12. Blue Hen Investment Club

Industry: Investment Management

Location: Delaware

Company Founded: 1996

Company Size: 11-50

Blue Hen Investment Club Contact Details

Name Title LinkedIn Phone Email
Jonathan Goldberg Vice President
Requires/Intent
HR & Payroll Services
Software Development
Tax Optimization For Investments
CRM Systems
and more

13. Nordic Equity

Industry: Investment Management

Location: Delaware

Company Founded: 2016

Company Size: 1-10

Company Address: 2711 Centerville Road, Wilmington, Delaware, United States

Nordic Equity Contact Details

Name Title LinkedIn Phone Email
Nicolai Karlsvik Chief Operating Officer
Requires/Intent
Branding
ERP Solutions
and more

14. International Business Consultancy (ibc) Delaware Llc

Industry: Investment Management

Location: Delaware

Company Founded: 2015

Company Size: 1-10

International Business Consultancy (ibc) Delaware Llc Contact Details

Name Title LinkedIn Phone Email
Ibc Delaware International Business Consultant
Requires/Intent
High-Frequency Trading Solutions
Digital Asset & Cryptocurrency Investment
Smart Contracts For Investment
ERP Solutions
Portfolio Management Solutions
and more

15. Towers Perrin Capital Corp

Industry: Investment Management

Location: Delaware

Company Size: 11-50

Company Address: 300 Delaware Avenue, Wilmington, Delaware, United States

Towers Perrin Capital Corp Contact Details

Name Title LinkedIn Phone Email
Ella Wright Archeologist
Sarah Perez Warehouse Clerk
Kylie Johnson Woodworking Operator
Katherine Hill Air Traffic Controller
Natalie King Livestock Farmer
Brianna Anderson School Caretaker
Emily Lee Forestry Machine Operator
Requires/Intent and 1 more Employees
IPO Advisory
Financial Management
Cloud Hosting
Digital Marketing
SEO
and more

16. Hermann Financial Service Inc

Industry: Investment Management

Location: Delaware

Company Size: 1-10

Company Address: P/o Box 474, Milford, Delaware, United States

Hermann Financial Service Inc Contact Details

Name Title LinkedIn Phone Email
Alexa Kishbaugh Sales Assistant
Requires/Intent
Investor Relations & Reporting
E-commerce Integration
Public Relations
AI-Powered Financial Forecasting
Portfolio Management Solutions
and more

17. Mbg Enterprises Inc

Industry: Investment Management

Location: Delaware

Website: mbgenterprises.com

Company Size: 1-10

Company Address: P/o Box 895, Dover, Delaware, United States

Mbg Enterprises Inc Contact Details

Name Title LinkedIn Phone Email
Kurtis Hudson Laborer
Shawn Brown Helper
Requires/Intent
Web Development
Mobile App Development
Advertising
Cybersecurity Solutions
and more

18. Karma Capital Management Llc

Industry: Investment Management

Location: Delaware

Website: karmacap.com

Company Founded: 2003

Company Size: 1-10

Company Address: 2711 Centerville Road, Wilmington, Delaware, United States

Karma Capital Management Llc Contact Details

Name Title LinkedIn Phone Email
Karma Sabitch Head Chief At Karma Capital Management Llc
Requires/Intent
Sales
Software Development
and more
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Delaware Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Peter Gaertner Affinity Wealth Management, Inc. Certified Planner, Cdfa , Mba , Financial Advisor
2 Cindy Youngcourt Affinity Wealth Management, Inc. Financial Advisor
3 Abigail Mccloskey Affinity Wealth Management, Inc. Associate Advisor
4 Ray Manza Affinity Wealth Management, Inc. Vice President
5 Kyra Smith Affinity Wealth Management, Inc. Marketing Associate
6 Donald Kalil Affinity Wealth Management, Inc. Chairman
7 Kristi Naughter Affinity Wealth Management, Inc. Operations Administrator
8 James Brennan 1 North Wealth Services, Llc Partner And Director Of Financial Planning
9 Margo Cook 1 North Wealth Services, Llc Director Of Financial Planning
10 Mary Hughes 1 North Wealth Services, Llc Director Of Trading And Operations
11 Kristin Yealdhall 1 North Wealth Services, Llc Project Manager
12 Jennifer Sparks Friess Associates Portfolio Manager And Research Team Leader
13 Courtney Gauthier Friess Associates Analyst
14 Patrick Kealey Friess Associates Head Equity Trader
15 Paul Hopkins Friess Associates Senior Equity Trader
16 Cindy Dahlin Friess Associates Research Administrator At Friess Associates
17 Jane Hopkins Friess Associates Research Manager
18 Genevieve Carey Friess Associates Research Manager
19 Djamel Bachir Dupont Capital Management Senior Application Developer
20 Charlottie Eoppolo Dupont Capital Management Administrative Assistant And Marketing Coordinator
21 Caleb Piper Dupont Capital Management Portfolio Manager - Us Reits
22 Nicholas Lombardo Dupont Capital Management Global Equity Analyst
23 Karin Braack Dupont Capital Management Junior Equity Analyst, Junior Product Specialist
24 Kevin Byrnes Dupont Capital Management Senior Investment Analyst
25 Robert Murphy Dupont Capital Management Quality Control Technician
26 Cfpâ Matthew Beardwood Westover Capital Advisors, Llc Director Of Wealth Management
27 Matthew Beardwood Westover Capital Advisors, Llc Director Of Wealth Management
28 Gary Ulrich Financial House Financial Planner
29 Jimmy La Rue Financial House Owner And Agent
30 Alexandra Ostrander Financial House Assistant Planner
31 Rob Griesemer Financial House Partner
32 Gregory Johnson Financial House Financial Advisor
33 Ivana Assan Christmas Corporation Chief Operating Officer
34 Karen Buckley Marvin & Palmer Associates, Inc Chief Financial Officer And Chief Operations Officer
35 Stephen Marvin Marvin & Palmer Associates, Inc Portfolio Manager
36 Gilbert Hahn Marvin & Palmer Associates, Inc General Counsel , Chief Compliane Officer
37 Sherri Bednash Marvin & Palmer Associates, Inc Senior Operations Analyst
38 David Shepherd Marvin & Palmer Associates, Inc Principal
39 Kylie Schommer Coastal Equities, Inc. Vice President Of Operations
40 Kylie Fischer Coastal Equities, Inc. Vice President Of Operations

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 Arizona 218
4 Investment Management Startups and Companies in Arkansas 52
5 Investment Management Startups and Companies in California 1690
6 Investment Management Startups and Companies in Colorado 619
7 Investment Management Startups and Companies in Connecticut 1366
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 Delaware

No. Cities Number of Contacts Download
1 Investment Management Companies in Wilmington 1150