Top 100 Investment Management Startups And Companies in Florida

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

Investment Management Startups And Companies in Florida

1. Driftwood Acquisitions & Development

Industry: Investment Management

Location: Florida

Website: dadlp.com

Company Founded: 2015

Company Size: 11-50

Driftwood Acquisitions & Development Contact Details

Name Title LinkedIn Phone Email
Ariel Yaari Director Of Investment Sales
Carlos Rodriguez Chief Operations Officer
Requires/Intent
Accounting
High-Frequency Trading Solutions
Predictive Analytics
and more

2. Intech Investment Management Llc

Industry: Investment Management

Location: Florida

Website: intechjanus.com

Company Founded: 1987

Company Size: 51-200

Company Address: 250 South Australian Avenue, West Palm Beach, Florida, United States

Intech Investment Management Llc Contact Details

Name Title LinkedIn Phone Email
Newcomb Cole Director, Consultant Relations
Peter Cotton Senior Vice President Chief Data Scientist
Jaime Cangiano Director, Marketing
Brian Steinhauer Vice President, Product Management
Mark Holzhausen Director, Corporate Services
Requires/Intent
ESG Investing & Impact Analysis
Institutional Asset Management
and more

3. The Seminole Companies

Industry: Investment Management

Location: Florida

Website: seminolefinancialservices.com

Company Founded: 2008

Company Size: 11-50

Company Address: 455 North Indian Rocks Road, Belleair Bluffs, Florida, United States

The Seminole Companies Contact Details

Name Title LinkedIn Phone Email
Chris Diaz Executive Vice President - Business Development And Principal
Chad Mcdonald Vice President - Senior Portfolio Manager
Requires/Intent
Tax Optimization For Investments
Smart Contracts For Investment
and more

4. Carillon Tower Advisers

Industry: Investment Management

Location: Florida

Website: carillontower.com

Company Founded: 2016

Company Size: 201-500

Company Address: 880 Carillon Parkway, St. Petersburg, Florida, United States

Carillon Tower Advisers Contact Details

Name Title LinkedIn Phone Email
Kieran Stover Senior Vice President, Institutional Sales And Consultant Relations
Joe Centofonti Regional Vice President
Meco Sparks Head Of Retail Integrated Channel Marketing
Addison Thornton Regional Vice President
Cassandra Christopher Senior Vice President, Divisional Sales Manager - West
Dana Cunningham Vice President - Strategic Accounts
Chad Stone Regional Vice President
Requires/Intent and 4 more Employees
Web Development
Mobile App Development
and more

5. Members Trust Company

Industry: Investment Management

Location: Florida

Website: memberstrust.com

Company Founded: 1987

Company Size: 51-200

Company Address: 14055 Riveredge Drive, Tampa, Florida, United States

Members Trust Company Contact Details

Name Title LinkedIn Phone Email
Alex Maggi Chief Financial Officer
Dylan Sugg Trust Administrator
Jason Ritzenthaler Co-chief Investment Officer; Director Of Investments And Institutional Business
Jason Ritzenthaler Trust And Investment Officer At Members Trust Company
Cristina Mendoza Associate Trust Administrator
Wendy Lukazcek Operations Specialist At Members Trust Company
Requires/Intent
Public Relations
HR & Payroll Services
AI-Powered Financial Forecasting
AI-Based Credit Risk Assessment
and more

6. Harbor Beach Capital, Llc

Industry: Investment Management

Location: Florida

Website: harborbeachcapital.com

Company Founded: 2015

Company Size: 1-10

Harbor Beach Capital, Llc Contact Details

Name Title LinkedIn Phone Email
Brian Urbanek Managing Partner
Requires/Intent
Financial Due Diligence
Software Development
and more

7. Blue Sea Capital Llc

Industry: Investment Management

Location: Florida

Website: blueseacapital.com

Company Founded: 2013

Company Size: 11-50

Company Address: 222 Lakeview Avenue, West Palm Beach, Florida, United States

Blue Sea Capital Llc Contact Details

Name Title LinkedIn Phone Email
Miller Norman Vice President
Requires/Intent
Institutional Asset Management
Hedge Fund Strategies
M&A Advisory
Data Security
and more

8. Iii Capital Management

Industry: Investment Management

Location: Florida

Website: iiicm.com

Company Founded: 1982

Company Size: 51-200

Company Address: 777 Yamato Road, Boca Raton, Florida, United States

Iii Capital Management Contact Details

Name Title LinkedIn Phone Email
Garth Friesen Chief Executive Officer
Gang Ning Quant Analyst And Developer For Rates Products
Ryan Fallon Software Developer
Requires/Intent
Cloud Hosting
Robo-Advisors & AI Trading
Global Market Trend Analysis
M&A Advisory
and more

9. Greytown Advisors, Inc.

Industry: Investment Management

Location: Florida

Website: greytownadvisors.com

Company Founded: 2012

Company Size: 1-10

Company Address: 801 Brickell Avenue, Miami, Florida, United States

Greytown Advisors, Inc. Contact Details

Name Title LinkedIn Phone Email
Catalina Rey Chief Compliance Officer
Wayne Perkins Managing Director
Requires/Intent
Public Relations
HR & Payroll Services
AI-Powered Financial Forecasting
Cybersecurity Solutions
and more

10. State Board Of Administration Of Florida

Industry: Investment Management

Location: Florida

Website: sbafla.com

Company Size: 51-200

Company Address: 1801 Hermitage Boulevard, Tallahassee, Florida, United States

State Board Of Administration Of Florida Contact Details

Name Title LinkedIn Phone Email
Jacob Williams Corporate Governance Manager
Olusoji Awojobi Senior Audit Analyst -it
Barbara Fabian Senior Sharepoint Developer
Eric Crown Quantitative Analyst
Requires/Intent
Software Development
Sales
and more

11. Kayne Anderson Real Estate

Industry: Investment Management

Location: Florida

Company Founded: 2007

Company Size: 51-200

Company Address: 1 Town Center Road, Boca Raton, Florida, United States

Kayne Anderson Real Estate Contact Details

Name Title LinkedIn Phone Email
John Wain Chief Financial Officer
James Coffey Vice President
Requires/Intent
IT Support
IPO Advisory
AI-Powered Financial Forecasting
and more

12. Kalu International Group

Industry: Investment Management

Location: Florida

Website: kaluinternational.com

Company Founded: 2019

Company Size: 1-10

Kalu International Group Contact Details

Name Title LinkedIn Phone Email
Tabatha Siu Managing Partner
Requires/Intent
Branding
Automation
SEO
Web Development
Tax Optimization For Investments
and more

13. Bergen Asset Management, Llc

Industry: Investment Management

Location: Florida

Website: bergenasset.com

Company Size: 1-10

Bergen Asset Management, Llc Contact Details

Name Title LinkedIn Phone Email
Alexis Johnson Chief Administrative Officer
Requires/Intent
IPO Advisory
Accounting
and more

14. Eagle Asset Management

Industry: Investment Management

Location: Florida

Website: eagleasset.com

Company Founded: 1976

Company Size: 51-200

Company Address: 880 Carillon Parkway, Saint Petersburg, Florida, United States

Eagle Asset Management Contact Details

Name Title LinkedIn Phone Email
Vincent Ficca Head Of Equity Trading
Jason Wulff Portfolio Manager
Matthew Mcgeary Portfolio Manager
Chuck Schwartz Portfolio Manager
Heather Bellomo Internal Wholesaler
Ralph Primavera Senior Vice President Regional
Requires/Intent and 1 more Employees
Mobile App Development
Sales
Digital Marketing
and more

15. Ned Davis Research

Industry: Investment Management

Location: Florida

Website: ndr.com

Company Founded: 1980

Company Size: 51-200

Ned Davis Research Contact Details

Name Title LinkedIn Phone Email
Patrick Ayers Global Macro Analyst Iii
Trey Johnson Senior Research Analyst
Matt Bauer Senior Analyst
Jeff Herold Corporate Controller
Wenbo Zhou Etf Technical Analyst
Allen Jantzen Senior Database Administrator
Kathy Meyer Assistant
Requires/Intent and 3 more Employees
IT Support
Automation
and more

16. Hidden Harbor Capital Partners

Industry: Investment Management

Location: Florida

Website: hh-cp.com

Company Founded: 2016

Company Size: 11-50

Company Address: 4855 Technology Way, Boca Raton, Florida, United States

Hidden Harbor Capital Partners Contact Details

Name Title LinkedIn Phone Email
Vijay Joshi Associate | Portfolio Operations
Requires/Intent
Mobile App Development
Legal
Alternative Investment Consulting
Predictive Analytics
Software Development
and more

17. Equable Shares

Industry: Investment Management

Location: Florida

Website: equableshares.com

Company Size: 1-10

Equable Shares Contact Details

Name Title LinkedIn Phone Email
John Amabile Managing Director
Requires/Intent
Tax Optimization For Investments
Branding
AI Chatbots
HR & Payroll Services
and more

18. Oakstone Companies

Industry: Investment Management

Location: Florida

Website: oakstonecompanies.com

Company Founded: 2016

Company Size: 1-10

Company Address: 11575 47th Street North, Clearwater, Florida, United States

Oakstone Companies Contact Details

Name Title LinkedIn Phone Email
Michael Laporte Managing Director
Requires/Intent
ERP Solutions
IoT
AI-Powered Financial Forecasting
Advertising
Alternative Investment Consulting
and more

19. Cooperative Financial, Llc

Industry: Investment Management

Location: Florida

Website: cooperativefinancialllc.com

Company Founded: 2019

Company Size: 1-10

Cooperative Financial, Llc Contact Details

Name Title LinkedIn Phone Email
Simon Arrata Founding Partner And Portfolio Manager
Requires/Intent
High-Frequency Trading Solutions
Financial Management
Robo-Advisors & AI Trading
Sales
and more

20. Kopernik Global Investors, Llc

Industry: Investment Management

Location: Florida

Website: kopernikglobal.com

Company Founded: 2013

Company Size: 11-50

Company Address: 302 Knights Run Avenue, Tampa, Florida, United States

Kopernik Global Investors, Llc Contact Details

Name Title LinkedIn Phone Email
Marina Sitsiuhina Research Analyst
Requires/Intent
Predictive Analytics
Cloud Hosting
and more

21. I Squared Capital

Industry: Investment Management

Location: Florida

Website: isquaredcapital.com

Company Founded: 2012

Company Size: 51-200

Company Address: 600 Brickell Avenue, Miami, Florida, United States

I Squared Capital Contact Details

Name Title LinkedIn Phone Email
Lisa Dobrinsky Manager, Carried Interest Plans
Ben Shepard Manager
Requires/Intent
Customer Relationship Management
High-Frequency Trading Solutions
AI-Powered Financial Forecasting
Accounting
and more

22. Aviator Capital_

Industry: Investment Management

Location: Florida

Website: aviatorcapital.com

Company Size: 11-50

Company Address: 18851 Northeast 29th Avenue, Aventura, Florida, United States

Aviator Capital_ Contact Details

Name Title LinkedIn Phone Email
Jonathan Abramson In-house Counsel
Requires/Intent
Compliance & Risk Management
Robo-Advisors & AI Trading
Investor Relations & Reporting
Advertising
and more

23. Helix Capital Group

Industry: Investment Management

Location: Florida

Website: helixcapitalgroup.com

Company Founded: 2013

Company Size: 1-10

Helix Capital Group Contact Details

Name Title LinkedIn Phone Email
Elijah Sumorok Investor - Helix Capital Group
Requires/Intent
Accounting
SEO
AI Chatbots
and more

24. Adirondack Capital International, Llc

Industry: Investment Management

Location: Florida

Website: adirondackcapital.com

Company Founded: 1999

Company Size: 1-10

Adirondack Capital International, Llc Contact Details

Name Title LinkedIn Phone Email
Jeff Genota Advisor
Requires/Intent
IoT
IT Support
Investor Relations & Reporting
Data Security
and more

25. Private Wealth Group, Llc

Industry: Investment Management

Location: Florida

Website: privatewealthgroup.com

Company Founded: 2002

Company Size: 1-10

Company Address: 400 North Ashley Drive, Tampa, Florida, United States

Private Wealth Group, Llc Contact Details

Name Title LinkedIn Phone Email
Michael Anderson Principal | Portfolio Strategist
Requires/Intent
Public Relations
Cloud Solutions
Risk Management & Compliance
and more

26. Advanta Ira

Industry: Investment Management

Location: Florida

Website: advantaira.com

Company Founded: 2003

Company Size: 11-50

Company Address: 13191 Starkey Road, Largo, Florida, United States

Advanta Ira Contact Details

Name Title LinkedIn Phone Email
Stacy Machado-stephens Administrative Assistant
Rodney Persaud Account Manager
Requires/Intent
Cybersecurity Solutions
ERP Solutions
Portfolio Management Solutions
E-commerce Integration
Technology
and more

27. Monarch | Wealth Managed Well

Industry: Investment Management

Location: Florida

Website: wealthmanagedwell.com

Company Founded: 2013

Company Size: 1-10

Company Address: 5245 Office Park Boulevard, Bradenton, Florida, United States

Monarch | Wealth Managed Well Contact Details

Name Title LinkedIn Phone Email
Tim Calpin Vice President, Portfolio Manager
Requires/Intent
High-Frequency Trading Solutions
Customer Relationship Management
AI
and more

28. Wasmer, Schroeder & Company

Industry: Investment Management

Location: Florida

Website: wasmerschroeder.com

Company Founded: 1987

Company Size: 51-200

Company Address: 600 Fifth Avenue South, Naples, Florida, United States

Wasmer, Schroeder & Company Contact Details

Name Title LinkedIn Phone Email
Jeffrey Yun Managing Director
Requires/Intent
Institutional Asset Management
SEO
FinTech Solutions For Investment Firms
IoT
Data Security
and more

29. Phyto Partners

Industry: Investment Management

Location: Florida

Website: phytopartners.com

Company Founded: 2015

Company Size: 1-10

Company Address: 2080 Northwest Boca Raton Boulevard, Boca Raton, Florida, United States

Phyto Partners Contact Details

Name Title LinkedIn Phone Email
Larry Schnurmacher Managing Partner
Requires/Intent
Technology
Advertising
Mobile App Development
Predictive Analytics
Institutional Asset Management
and more

30. Lw Investment Management Usa, Llc

Industry: Investment Management

Location: Florida

Website: lwfunds.com

Company Size: 1-10

Lw Investment Management Usa, Llc Contact Details

Name Title LinkedIn Phone Email
Andreina Paoli Vice President Financial Analyst
Requires/Intent
Data Security
Hedge Fund Strategies
and more

31. Wexford Capital Lp

Industry: Investment Management

Location: Florida

Website: wexford.com

Company Founded: 1994

Company Size: 51-200

Company Address: 777 South Flagler Drive, West Palm Beach, Florida, United States

Wexford Capital Lp Contact Details

Name Title LinkedIn Phone Email
Bryan Smith Controller
Leann Delong Tax Director
Requires/Intent
Tax Optimization For Investments
Portfolio Management Solutions
M&A Advisory
Public Relations
and more

32. Demeter Capital, Llc

Industry: Investment Management

Location: Florida

Website: demetercp.com

Company Size: 1-10

Demeter Capital, Llc Contact Details

Name Title LinkedIn Phone Email
Mario Camacho Managing Director
Requires/Intent
High-Frequency Trading Solutions
Investor Relations & Reporting
Compliance & Risk Management
Technology
Public Relations
and more

33. Forex Global Solutions

Industry: Investment Management

Location: Florida

Website: forexglobalsolutions.com

Company Founded: 2007

Company Size: 11-50

Forex Global Solutions Contact Details

Name Title LinkedIn Phone Email
Jacqueline Edna Account Manager
Requires/Intent
High-Frequency Trading Solutions
Global Market Trend Analysis
Cybersecurity Solutions
and more

34. One Legacy Capital

Industry: Investment Management

Location: Florida

Website: onelegacycapital.com

Company Founded: 2020

Company Size: 1-10

One Legacy Capital Contact Details

Name Title LinkedIn Phone Email
Sebastian Fernandez Analyst
Requires/Intent
Legal
Mobile App Development
and more

35. Tavistock Group

Industry: Investment Management

Location: Florida

Website: tavistock.com

Company Size: 51-200

Tavistock Group Contact Details

Name Title LinkedIn Phone Email
Dale Methven Co-founder, Craft Beer Consultant
Paul Mangen Program Manager
Requires/Intent
Robo-Advisors & AI Trading
Cybersecurity Solutions
and more

36. Proper Wealth

Industry: Investment Management

Location: Florida

Website: pwadvisors.com

Company Founded: 2020

Company Size: 1-10

Company Address: 1701 Hermitage Boulevard, Tallahassee, Florida, United States

Proper Wealth Contact Details

Name Title LinkedIn Phone Email
Katherine Nerona-balog Communications And Marketing
Requires/Intent
Market Research
Branding
and more

37. Agw Capital Advisors

Industry: Investment Management

Location: Florida

Website: agwcapital.com

Company Founded: 2009

Company Size: 11-50

Company Address: 511 West Bay Street, Tampa, Florida, United States

Agw Capital Advisors Contact Details

Name Title LinkedIn Phone Email
Jimmy Robbins Financial Analyst
Requires/Intent
Customer Relationship Management
AI Chatbots
Risk Management & Compliance
AI-Powered Financial Forecasting
Smart Contracts For Investment
and more

38. Potomac Fund Management, Inc.

Industry: Investment Management

Location: Florida

Website: potomacfund.com

Company Founded: 1987

Company Size: 1-10

Company Address: 777 Brickell Avenue, Miami, Florida, United States

Potomac Fund Management, Inc. Contact Details

Name Title LinkedIn Phone Email
Jennifer Burton Director Of Advisor Experience
Scott Friel Director Of National Accounts
Mark Palamaras Portfolio Manager
Karen Rees Office Administrator
Requires/Intent
Customer Relationship Management
Digital Asset & Cryptocurrency Investment
Data Security
FinTech Solutions For Investment Firms
Public Relations
and more

39. Digital Colony

Industry: Investment Management

Location: Florida

Website: digitalcolony.com

Company Founded: 2018

Company Size: 11-50

Company Address: 750 Park Of Commerce Boulevard, Boca Raton, Florida, United States

Digital Colony Contact Details

Name Title LinkedIn Phone Email
James Burke Principal, European Investments
Requires/Intent
Accounting
Legal
CRM Systems
and more

40. Bourne Financial Group, Llc

Industry: Investment Management

Location: Florida

Website: bournefg.com

Company Founded: 2014

Company Size: 11-50

Company Address: 228 Park Avenue North, Winter Park, Florida, United States

Bourne Financial Group, Llc Contact Details

Name Title LinkedIn Phone Email
Jeremias Francioli Senior Vice President Of Sales
Requires/Intent
Cybersecurity Solutions
Mobile App Development
and more

41. Starwood Property Trust

Industry: Investment Management

Location: Florida

Website: starwoodpropertytrust.com

Company Founded: 2009

Company Size: 201-500

Company Address: 1601 Washington Avenue, Miami Beach, Florida, United States

Starwood Property Trust Contact Details

Name Title LinkedIn Phone Email
Jake Katz Senior Associate
Requires/Intent
Cloud Hosting
Branding
High-Frequency Trading Solutions
Compliance & Risk Management
Digital Asset & Cryptocurrency Investment
and more

42. Polen Capital Management

Industry: Investment Management

Location: Florida

Website: polencapital.com

Company Founded: 1979

Company Size: 51-200

Company Address: 1825 Northwest Corporate Boulevard, Boca Raton, Florida, United States

Polen Capital Management Contact Details

Name Title LinkedIn Phone Email
Christopher Ballard Research Analyst
Raven Earnest Legal And Compliance Associate
Requires/Intent
AI-Powered Financial Forecasting
Financial Management
IoT
and more

43. Dimension Capital Management

Industry: Investment Management

Location: Florida

Website: dimensioncapital.com

Company Founded: 1980

Company Size: 11-50

Company Address: 1221 Brickell Avenue, Miami, Florida, United States

Dimension Capital Management Contact Details

Name Title LinkedIn Phone Email
Albert Marques Chief Operating Officer
Requires/Intent
Institutional Asset Management
Branding
M&A Advisory
and more

44. White Oaks Investment Management, Inc

Industry: Investment Management

Location: Florida

Website: whiteoaksinv.com

Company Size: 1-10

Company Address: 1717 2nd Street, Sarasota, Florida, United States

White Oaks Investment Management, Inc Contact Details

Name Title LinkedIn Phone Email
Alex Duty Investment Analyst At White Oaks Investment Management
Requires/Intent
Private Wealth Management
Market Research
Business Expansion
Smart Contracts For Investment
Alternative Investment Consulting
and more

45. Mercantil Commercebank Investment Services

Industry: Investment Management

Location: Florida

Website: mercantilcis.com

Company Size: 11-50

Mercantil Commercebank Investment Services Contact Details

Name Title LinkedIn Phone Email
Leon Alvarez Investment Consultant
Requires/Intent
Mobile App Development
Legal
and more

46. Independant Trader

Industry: Investment Management

Location: Florida

Company Size: 1-10

Independant Trader Contact Details

Name Title LinkedIn Phone Email
Robert Webber Independant Equity Trader
Requires/Intent
Cybersecurity Solutions
Technology
Digital Asset & Cryptocurrency Investment
ESG Investing & Impact Analysis
Compliance & Risk Management
and more

47. Ooom, Llc

Industry: Investment Management

Location: Florida

Company Size: 1-10

Ooom, Llc Contact Details

Name Title LinkedIn Phone Email
Michael Steffens Managing Member
Requires/Intent
Predictive Analytics
Automation
Compliance & Risk Management
CRM Systems
and more

48. Trinity Investment Group Llc

Industry: Investment Management

Location: Florida

Website: trinity-groupllc.com

Company Size: 1-10

Trinity Investment Group Llc Contact Details

Name Title LinkedIn Phone Email
Tony Aron Property Manager
Requires/Intent
Risk Management & Compliance
SEO
Compliance & Risk Management
ERP Solutions
and more

49. Private Wealth Management Group, Llc

Industry: Investment Management

Location: Florida

Website: pwmg.org

Company Founded: 2005

Company Size: 1-10

Company Address: 5647 Naples Boulevard, Naples, Florida, United States

Private Wealth Management Group, Llc Contact Details

Name Title LinkedIn Phone Email
Thomas Dyer Investment Advisor Representative, Director Of Financial Planning At Private Wealth Management Group, Llc
Requires/Intent
Financial Management
Robo-Advisors & AI Trading
Automation
Private Wealth Management
and more

50. Volta Global

Industry: Investment Management

Location: Florida

Website: voltaglobal.com

Company Size: 11-50

Volta Global Contact Details

Name Title LinkedIn Phone Email
Nicholas Milano Accounting Intern
Requires/Intent
IoT
IT Support
Hedge Fund Strategies
Web Development
M&A Advisory
and more

51. Highguard Capital

Industry: Investment Management

Location: Florida

Website: highguardcap.com

Company Size: 1-10

Company Address: 1550 Brickell Avenue, Miami, Florida, United States

Highguard Capital Contact Details

Name Title LinkedIn Phone Email
Michael Williams Founder And Chief Information Officer
Requires/Intent
ESG Investing & Impact Analysis
Accounting
and more

52. W5 Group

Industry: Investment Management

Location: Florida

Website: w5-group.com

Company Founded: 2009

Company Size: 11-50

W5 Group Contact Details

Name Title LinkedIn Phone Email
Raphael Sidelsky Chief Investment Officer | Real Estate
Requires/Intent
Cybersecurity Solutions
E-commerce Integration
and more

53. Cumberland Advisors

Industry: Investment Management

Location: Florida

Website: cumber.com

Company Founded: 1973

Company Size: 11-50

Company Address: 2 North Tamiami Trail, Sarasota, Florida, United States

Cumberland Advisors Contact Details

Name Title LinkedIn Phone Email
Michael Murphy Owner
Requires/Intent
Cloud Hosting
Financial Due Diligence
Branding
Risk Management & Compliance
Global Market Trend Analysis
and more

54. Calano Ventures

Industry: Investment Management

Location: Florida

Website: calanofunds.com

Company Size: 1-10

Calano Ventures Contact Details

Name Title LinkedIn Phone Email
Justin Driscoll Fall Vc Analyst
Requires/Intent
Cloud Solutions
Technology
Accounting
IT Support
Business Expansion
and more

55. Deprince, Race & Zollo, Inc.

Industry: Investment Management

Location: Florida

Website: drz-inc.com

Company Founded: 1995

Company Size: 11-50

Company Address: 250 Park Avenue South, Winter Park, Florida, United States

Deprince, Race & Zollo, Inc. Contact Details

Name Title LinkedIn Phone Email
Jason Palma Client Service Portfolio Mangement
Jennifer Klusman Front Office Administration
Requires/Intent
M&A Advisory
Sales
Data Security
HR & Payroll Services
Accounting
and more

56. Nwmn Group

Industry: Investment Management

Location: Florida

Website: nwmngroup.com

Company Size: 1-10

Nwmn Group Contact Details

Name Title LinkedIn Phone Email
Kaycee Baumgarten Chief Of Staff
Requires/Intent
Investor Relations & Reporting
FinTech Solutions For Investment Firms
IT Support
and more

57. Trend Capital Management Lp

Industry: Investment Management

Location: Florida

Company Founded: 2011

Company Size: 11-50

Company Address: 1800 North Military Trail, Boca Raton, Florida, United States

Trend Capital Management Lp Contact Details

Name Title LinkedIn Phone Email
Emma Rodriguez Executive Assistant
Melissa Falcon Compliance Associate
Requires/Intent
Cloud Solutions
Predictive Analytics
Global Market Trend Analysis
and more

58. Universa Investments L.p.

Industry: Investment Management

Location: Florida

Website: universa.net

Company Founded: 2007

Company Size: 11-50

Company Address: 2601 South Bayshore Drive, Miami, Florida, United States

Universa Investments L.p. Contact Details

Name Title LinkedIn Phone Email
Yosell Driggs Application Developer And It Administrator
Requires/Intent
Web Development
Automation
Private Wealth Management
Digital Asset & Cryptocurrency Investment
Portfolio Management Solutions
and more

59. Cherry Lane Capital Llc

Industry: Investment Management

Location: Florida

Website: cherrylanecapital.us

Company Founded: 2017

Company Size: 1-10

Cherry Lane Capital Llc Contact Details

Name Title LinkedIn Phone Email
Jesse Christensen Managing Partner
Requires/Intent
Private Wealth Management
Risk Management & Compliance
ERP Solutions
Legal
and more

60. Bayview Solutions Llc / Bayview Rmc

Industry: Investment Management

Location: Florida

Website: bayviewrmc.com

Company Size: 11-50

Company Address: 111 2nd Avenue Northeast, St. Petersburg, Florida, United States

Bayview Solutions Llc / Bayview Rmc Contact Details

Name Title LinkedIn Phone Email
Michele Abshire Collections Representative
Requires/Intent
Software Development
Public Relations
Global Market Trend Analysis
Predictive Analytics
Branding
and more

61. Alterna Capital Management

Industry: Investment Management

Location: Florida

Website: alternacap.com

Company Founded: 2006

Company Size: 11-50

Company Address: 1801 South Federal Highway, Boca Raton, Florida, United States

Alterna Capital Management Contact Details

Name Title LinkedIn Phone Email
T.j Ryan Director Of Asset Management
Requires/Intent
Mobile App Development
IPO Advisory
Portfolio Management Solutions
IoT
and more

62. Digital Bridge Holdings Llc

Industry: Investment Management

Location: Florida

Company Founded: 2013

Company Size: 11-50

Company Address: 760 Park Of Commerce Drive, Boca Raton, Florida, United States

Digital Bridge Holdings Llc Contact Details

Name Title LinkedIn Phone Email
Deana Piacenti Executive Assistant
Requires/Intent
Web Development
Business Expansion
Portfolio Management Solutions
Alternative Investment Consulting
Customer Relationship Management
and more

63. Concise Capital Management, Lp

Industry: Investment Management

Location: Florida

Website: concisecapital.com

Company Founded: 2004

Company Size: 11-50

Company Address: 1111 Brickell Avenue, Miami, Florida, United States

Concise Capital Management, Lp Contact Details

Name Title LinkedIn Phone Email
Danny Niederberger Operations Analyst
Requires/Intent
AI Chatbots
IoT
Financial Due Diligence
and more

64. Sarasota Capital Strategies

Industry: Investment Management

Location: Florida

Company Size: 1-10

Company Address: 8830 South Tamiami Trail, Sarasota, Florida, United States

Sarasota Capital Strategies Contact Details

Name Title LinkedIn Phone Email
Andrew Welch Vice President
Requires/Intent
Digital Asset & Cryptocurrency Investment
AI
Market Research
and more

65. Kings Investments

Industry: Investment Management

Location: Florida

Website: kings-investments.com

Company Size: 1-10

Kings Investments Contact Details

Name Title LinkedIn Phone Email
R William Hall Vice President
C Bruce Willis Cabinet Installer
David Palmisano Owner
Mac Wang Managing Director
Janay King Real Estate Investor
Requires/Intent
E-commerce Integration
Predictive Analytics
and more

66. Poinciana Advisors Group, Llc

Industry: Investment Management

Location: Florida

Website: poincianagroup.com

Company Founded: 2005

Company Size: 1-10

Company Address: 11025 Rca Center Drive, Palm Beach Gardens, Florida, United States

Poinciana Advisors Group, Llc Contact Details

Name Title LinkedIn Phone Email
Kevin Neal Investment Advisor
Requires/Intent
Customer Relationship Management
Private Wealth Management
and more

67. B&c Financial Advisors

Industry: Investment Management

Location: Florida

Website: bandcfinancial.com

Company Founded: 1995

Company Size: 1-10

Company Address: 110 Professional Drive, Ponte Vedra Beach, Florida, United States

B&c Financial Advisors Contact Details

Name Title LinkedIn Phone Email
Jessica Schmidt Investment Manager
Requires/Intent
Institutional Asset Management
Software Development
and more

68. Wellesley Funds

Industry: Investment Management

Location: Florida

Website: wellesleyfunds.com

Company Founded: 2010

Company Size: 51-200

Company Address: 305 South Andrews Avenue, Fort Lauderdale, Florida, United States

Wellesley Funds Contact Details

Name Title LinkedIn Phone Email
Maisie Olowe Assistant Public Relations Manager
Requires/Intent
Customer Relationship Management
Private Wealth Management
Institutional Asset Management
and more

69. Investor$inc - Assessoria Imobiliária Internacional

Industry: Investment Management

Location: Florida

Website: investorsinc.com.br

Company Founded: 2000

Company Size: 11-50

Company Address: 7550 Futures Drive, Orlando, Florida, United States

Investor$inc - Assessoria Imobiliária Internacional Contact Details

Name Title LinkedIn Phone Email
Ericka Lopes Diretor
Requires/Intent
Robo-Advisors & AI Trading
Predictive Analytics
Alternative Investment Consulting
Portfolio Management Solutions
Legal
and more

70. Flaharty Asset Management, Llc

Industry: Investment Management

Location: Florida

Website: flahartyllc.com

Company Founded: 2007

Company Size: 11-50

Company Address: 311 Park Place Boulevard, Clearwater, Florida, United States

Flaharty Asset Management, Llc Contact Details

Name Title LinkedIn Phone Email
Megan Post Director Of First Impressions
Requires/Intent
Compliance & Risk Management
SEO
Public Relations
Digital Marketing
and more

71. Indie Ridge Investment Group Usa

Industry: Investment Management

Location: Florida

Website: indieridgeinvestmentsusa.com

Company Founded: 2010

Company Size: 11-50

Company Address: 8021 Citrus Park Town Center Boulevard, Tampa, Florida, United States

Indie Ridge Investment Group Usa Contact Details

Name Title LinkedIn Phone Email
Jim Massy Regional Operations Manager
Requires/Intent
Tax Optimization For Investments
E-commerce Integration
Cybersecurity Solutions
and more

72. Warren Equity Partners

Industry: Investment Management

Location: Florida

Website: warrenequity.com

Company Founded: 2015

Company Size: 11-50

Company Address: 320 1st Street North, Jacksonville Beach, Florida, United States

Warren Equity Partners Contact Details

Name Title LinkedIn Phone Email
Jennifer Jones Finance And Accounting
Requires/Intent
Software Development
IoT
Sales
E-commerce Integration
and more

73. Imaim Capital Llc

Industry: Investment Management

Location: Florida

Website: imaimcapital.com

Company Founded: 2010

Company Size: 1-10

Company Address: 655 West Flagler Street, Miami, Florida, United States

Imaim Capital Llc Contact Details

Name Title LinkedIn Phone Email
Cynthia Veliz Accounting Bookkeeper
Requires/Intent
IT Support
Market Research
Cloud Hosting
and more

74. Bayshore Capital Advisors Llc

Industry: Investment Management

Location: Florida

Website: bcatampa.com

Company Founded: 2001

Company Size: 11-50

Company Address: 1700 South Macdill Avenue, Tampa, Florida, United States

Bayshore Capital Advisors Llc Contact Details

Name Title LinkedIn Phone Email
Dan Plager Portfolio Manager
Requires/Intent
Automation
AI
Hedge Fund Strategies
Tax Optimization For Investments
and more

75. Banyan Partners

Industry: Investment Management

Location: Florida

Website: banyanpartners.net

Company Founded: 2008

Company Size: 51-200

Company Address: 11376 North Jog Road, Palm Beach Gardens, Florida, United States

Banyan Partners Contact Details

Name Title LinkedIn Phone Email
Joe Redgate Director
Mark Sprenger Senior Relationship Manager
Requires/Intent
AI-Based Credit Risk Assessment
Data Security
Cloud Hosting
and more

76. Waypoint Asset Management, Llc

Industry: Investment Management

Location: Florida

Company Founded: 2012

Company Size: 1-10

Company Address: 150 East Palmetto Road, Boca Raton, Florida, United States

Waypoint Asset Management, Llc Contact Details

Name Title LinkedIn Phone Email
Alejandro Pedreira Investor Relations Associate
Requires/Intent
Digital Marketing
IoT
and more

77. Foxhill Capital Partners, Llc

Industry: Investment Management

Location: Florida

Website: foxhillcapital.com

Company Founded: 2006

Company Size: 1-10

Company Address: 2141 A1a Alt, Jupiter, Florida, United States

Foxhill Capital Partners, Llc Contact Details

Name Title LinkedIn Phone Email
Patricia Young Chief Creative Officer
Requires/Intent
AI
Robo-Advisors & AI Trading
Cloud Solutions
Portfolio Management Solutions
SEO
and more

78. Oceanside Advisors

Industry: Investment Management

Location: Florida

Company Size: 1-10

Company Address: 5555 Collins Avenue, Miami Beach, Florida, United States

Oceanside Advisors Contact Details

Name Title LinkedIn Phone Email
Patrick Gaul Financial Advisor
Requires/Intent
SEO
Cybersecurity Solutions
Portfolio Management Solutions
Sales
IPO Advisory
and more

79. Consilium Investment Management

Industry: Investment Management

Location: Florida

Website: consimllc.com

Company Founded: 2004

Company Size: 1-10

Company Address: 2400 East Commercial Boulevard, Fort Lauderdale, Florida, United States

Consilium Investment Management Contact Details

Name Title LinkedIn Phone Email
Angel Hernandez Equity Head Trader
Requires/Intent
Cloud Solutions
Technology
IT Support
and more

80. University Chevrolet

Industry: Investment Management

Location: Florida

Website: university-chevy.com

Company Size: 11-50

Company Address: 1850 Capital Circle Northeast, Tallahassee, Florida, United States

University Chevrolet Contact Details

Name Title LinkedIn Phone Email
Jesse Armstead Sales Associate
Nikki Roden Warranty Clerk
Requires/Intent
Financial Due Diligence
Automation
Accounting
Digital Marketing
Smart Contracts For Investment
and more

81. Jaffe Tilchin Wealth Management

Industry: Investment Management

Location: Florida

Website: jaffetilchin.com

Company Founded: 1994

Company Size: 11-50

Company Address: 15350 North Florida Avenue, Tampa, Florida, United States

Jaffe Tilchin Wealth Management Contact Details

Name Title LinkedIn Phone Email
Betsy Sevilla Client Service Representative
Requires/Intent
FinTech Solutions For Investment Firms
IoT
Cloud Solutions
and more

82. Stem Holdings

Industry: Investment Management

Location: Florida

Website: stemholdings.com

Company Size: 51-200

Stem Holdings Contact Details

Name Title LinkedIn Phone Email
Melissa Fahringer Store Manager
Geoff Ostrove National Director Of Business Development
Requires/Intent
Business Expansion
Advertising
Financial Due Diligence
and more

83. Rtc Partners

Industry: Investment Management

Location: Florida

Website: rtcpartners.com

Company Size: 1-10

Rtc Partners Contact Details

Name Title LinkedIn Phone Email
Arslan Ryspekov Analyst
Requires/Intent
Web Development
SEO
Sales
Cloud Hosting
Technology
and more

84. Blue Granite Investments, Llc.

Industry: Investment Management

Location: Florida

Company Founded: 2017

Company Size: 1-10

Company Address: 1032 Guildford, Boca Raton, Florida, United States

Blue Granite Investments, Llc. Contact Details

Name Title LinkedIn Phone Email
Scott Silvera Principal
Requires/Intent
E-commerce Integration
Sales
and more

85. Zega Financial, Llc

Industry: Investment Management

Location: Florida

Website: zegafinancial.com

Company Founded: 2011

Company Size: 1-10

Company Address: 777 Flagler Drive, West Palm Beach, Florida, United States

Zega Financial, Llc Contact Details

Name Title LinkedIn Phone Email
Jillian Baker Director Of Communications At Zega Financial
Requires/Intent
Global Market Trend Analysis
Market Research
Data Security
and more

86. Enhance Advisors, Llc Life Enhancement Investments®

Industry: Investment Management

Location: Florida

Website: enhanceadvisors.com

Company Founded: 2013

Company Size: 1-10

Company Address: 625 North Flagler Drive, West Palm Beach, Florida, United States

Enhance Advisors, Llc Life Enhancement Investments® Contact Details

Name Title LinkedIn Phone Email
Deborah Dyer Executive Vice President
Requires/Intent
Sales
Financial Due Diligence
Digital Marketing
and more

87. Timucuan Asset Management

Industry: Investment Management

Location: Florida

Website: timucuan.com

Company Founded: 1988

Company Size: 1-10

Timucuan Asset Management Contact Details

Name Title LinkedIn Phone Email
Dennis Blyly Senior Analyst And Portfolio Manager
April Gerakos-rooker Senior Operations Associate
Requires/Intent
Accounting
HR & Payroll Services
IoT
Advertising
Compliance & Risk Management
and more

88. Vinik Asset Management, Llp

Industry: Investment Management

Location: Florida

Website: veronicacolvin.com

Company Size: 1-10

Vinik Asset Management, Llp Contact Details

Name Title LinkedIn Phone Email
Vicky Wei Performance Analyst
Doug Gordon Portfolio Manager At Vinik Asset Management, Llp
Requires/Intent
Digital Marketing
HR & Payroll Services
ERP Solutions
and more

89. Barnstar Funds, Lp

Industry: Investment Management

Location: Florida

Website: barnstarfunds.com

Company Founded: 2012

Company Size: 1-10

Company Address: 2999 Northeast 191st Street, Aventura, Florida, United States

Barnstar Funds, Lp Contact Details

Name Title LinkedIn Phone Email
Dennis Prouty Chief Financial Officer
Requires/Intent
Legal
AI-Powered Financial Forecasting
Market Research
HR & Payroll Services
and more

90. Rocco Forino Capital Llc

Industry: Investment Management

Location: Florida

Website: roccoforinocapital.com

Company Founded: 2017

Company Size: 1-10

Company Address: 445 Lenox Avenue, Miami Beach, Florida, United States

Rocco Forino Capital Llc Contact Details

Name Title LinkedIn Phone Email
Jadon Grier Video Editor
Requires/Intent
Financial Due Diligence
Compliance & Risk Management
IoT
and more

91. Inca Investments, Llc

Industry: Investment Management

Location: Florida

Website: incainvestments.com

Company Founded: 2004

Company Size: 1-10

Company Address: 8950 Southwest 74th Court, Miami, Florida, United States

Inca Investments, Llc Contact Details

Name Title LinkedIn Phone Email
Alexander Alonso Investment Analyst Intern
Requires/Intent
IoT
Compliance & Risk Management
and more

92. Estabrook Capital Management Llc

Industry: Investment Management

Location: Florida

Website: estabrookcap.com

Company Size: 11-50

Company Address: 822 A1a North, Ponte Vedra Beach, Florida, United States

Estabrook Capital Management Llc Contact Details

Name Title LinkedIn Phone Email
Maria Ambrogio Portfolio Administrator
Requires/Intent
Robo-Advisors & AI Trading
Portfolio Management Solutions
Accounting
and more

93. Bld Holdings Inc.

Industry: Investment Management

Location: Florida

Website: die-businessclass.de

Company Size: 11-50

Bld Holdings Inc. Contact Details

Name Title LinkedIn Phone Email
Jaime Vitulano Director Of Administration And Finance
Requires/Intent
Automation
Risk Management & Compliance
ESG Investing & Impact Analysis
IT Support
Software Development
and more

94. Prime Management

Industry: Investment Management

Location: Florida

Website: primegroup.md

Company Size: 11-50

Prime Management Contact Details

Name Title LinkedIn Phone Email
Ginger Mccollum Administrative Assistant
Requires/Intent
CRM Systems
Software Development
Smart Contracts For Investment
Investor Relations & Reporting
and more

95. Blue Ocean Capital

Industry: Investment Management

Location: Florida

Company Founded: 1997

Company Size: 1-10

Company Address: 501 South Flagler Drive, West Palm Beach, Florida, United States

Blue Ocean Capital Contact Details

Name Title LinkedIn Phone Email
Marilyn Rash Senior Manager
Requires/Intent
IPO Advisory
Digital Asset & Cryptocurrency Investment
Portfolio Management Solutions
M&A Advisory
and more

96. Capital Wealth Planning, Llc

Industry: Investment Management

Location: Florida

Website: capitalwealthplanning.com

Company Founded: 2005

Company Size: 11-50

Company Address: 1016 Collier Center Way, Naples, Florida, United States

Capital Wealth Planning, Llc Contact Details

Name Title LinkedIn Phone Email
Esther Gamalski Administrative Assistant
Requires/Intent
Investor Relations & Reporting
Public Relations
Risk Management & Compliance
and more

97. Diversified Service Options, Inc.

Industry: Investment Management

Location: Florida

Company Founded: 1998

Company Size: 1001-5000

Company Address: 532 Riverside Avenue, Jacksonville, Florida, United States

Diversified Service Options, Inc. Contact Details

Name Title LinkedIn Phone Email
Marilyn Singleton Human Resources Executive Administrative Assistant
Requires/Intent
Predictive Analytics
AI-Based Credit Risk Assessment
Advertising
and more

98. Dij Properties

Industry: Investment Management

Location: Florida

Website: dijproperties.com

Company Size: 11-50

Company Address: 2600 South Douglas Road, Miami, Florida, United States

Dij Properties Contact Details

Name Title LinkedIn Phone Email
Joshua Stewart Regional Manager
Requires/Intent
SEO
IT Support
Business Expansion
Robo-Advisors & AI Trading
and more

99. Pelican Bay Capital Management

Industry: Investment Management

Location: Florida

Website: pelicanbaycap.com

Company Founded: 2018

Company Size: 1-10

Company Address: 2133 Mission Drive, Naples, Florida, United States

Pelican Bay Capital Management Contact Details

Name Title LinkedIn Phone Email
John Geppert Student Athlete At The University Of Maryland | Equity Research Intern
Requires/Intent
Investor Relations & Reporting
ESG Investing & Impact Analysis
and more

100. Square Deal Management, Inc

Industry: Investment Management

Location: Florida

Company Size: 1-10

Company Address: 20320 Southwest 312th Street, Homestead, Florida, United States

Square Deal Management, Inc Contact Details

Name Title LinkedIn Phone Email
Grant Rohlmeier Investment Operations Officer
Requires/Intent
Portfolio Management Solutions
CRM Systems
Alternative Investment Consulting
and more
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Florida Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Ariel Yaari Driftwood Acquisitions & Development Director Of Investment Sales
2 Carlos Rodriguez Driftwood Acquisitions & Development Chief Operations Officer
3 Newcomb Cole Intech Investment Management Llc Director, Consultant Relations
4 Peter Cotton Intech Investment Management Llc Senior Vice President Chief Data Scientist
5 Jaime Cangiano Intech Investment Management Llc Director, Marketing
6 Brian Steinhauer Intech Investment Management Llc Vice President, Product Management
7 Mark Holzhausen Intech Investment Management Llc Director, Corporate Services
8 Chris Diaz The Seminole Companies Executive Vice President - Business Development And Principal
9 Chad Mcdonald The Seminole Companies Vice President - Senior Portfolio Manager
10 Kieran Stover Carillon Tower Advisers Senior Vice President, Institutional Sales And Consultant Relations
11 Joe Centofonti Carillon Tower Advisers Regional Vice President
12 Meco Sparks Carillon Tower Advisers Head Of Retail Integrated Channel Marketing
13 Addison Thornton Carillon Tower Advisers Regional Vice President
14 Cassandra Christopher Carillon Tower Advisers Senior Vice President, Divisional Sales Manager - West
15 Dana Cunningham Carillon Tower Advisers Vice President - Strategic Accounts
16 Chad Stone Carillon Tower Advisers Regional Vice President
17 Alex Maggi Members Trust Company Chief Financial Officer
18 Dylan Sugg Members Trust Company Trust Administrator
19 Jason Ritzenthaler Members Trust Company Co-chief Investment Officer; Director Of Investments And Institutional Business
20 Jason Ritzenthaler Members Trust Company Trust And Investment Officer At Members Trust Company
21 Cristina Mendoza Members Trust Company Associate Trust Administrator
22 Wendy Lukazcek Members Trust Company Operations Specialist At Members Trust Company
23 Brian Urbanek Harbor Beach Capital, Llc Managing Partner
24 Miller Norman Blue Sea Capital Llc Vice President
25 Garth Friesen Iii Capital Management Chief Executive Officer
26 Gang Ning Iii Capital Management Quant Analyst And Developer For Rates Products
27 Ryan Fallon Iii Capital Management Software Developer
28 Catalina Rey Greytown Advisors, Inc. Chief Compliance Officer
29 Wayne Perkins Greytown Advisors, Inc. Managing Director
30 Jacob Williams State Board Of Administration Of Florida Corporate Governance Manager
31 Olusoji Awojobi State Board Of Administration Of Florida Senior Audit Analyst -it
32 Barbara Fabian State Board Of Administration Of Florida Senior Sharepoint Developer
33 Eric Crown State Board Of Administration Of Florida Quantitative Analyst
34 John Wain Kayne Anderson Real Estate Chief Financial Officer
35 James Coffey Kayne Anderson Real Estate Vice President
36 Tabatha Siu Kalu International Group Managing Partner
37 Alexis Johnson Bergen Asset Management, Llc Chief Administrative Officer
38 Vincent Ficca Eagle Asset Management Head Of Equity Trading
39 Jason Wulff Eagle Asset Management Portfolio Manager
40 Matthew Mcgeary Eagle Asset Management Portfolio Manager

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 Delaware 72
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