Top 30 Investment Management Startups And Companies in Idaho

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

Investment Management Startups And Companies in Idaho

1. Apex Leaders, Llc

Industry: Investment Management

Location: Idaho

Website: apexleaders.com

Company Founded: 2009

Company Size: 11-50

Apex Leaders, Llc Contact Details

Name Title LinkedIn Phone Email
Justin Fishburn Vice President Of Finance And Operations
Johann Simpson Senior Associate - Finance
Bryant Jones Director
Sherry Hildebrand Senior Associate
Michael Wanta Research Associate
Natasha Bunten Vice President Of Sales
Caysea Benner Account Associate
Requires/Intent and 7 more Employees
Hedge Fund Strategies
IT Support
and more

2. Alturas

Industry: Investment Management

Location: Idaho

Company Founded: 2009

Company Size: 11-50

Company Address: 500 East Shore Drive, Eagle, Idaho, United States

Alturas Contact Details

Name Title LinkedIn Phone Email
Blake Hansen Founder And Chief Executive Officer
Requires/Intent
Cloud Solutions
Private Wealth Management
Public Relations
and more

3. The Caprock Group

Industry: Investment Management

Location: Idaho

Website: thecaprockgroup.com

Company Founded: 2005

Company Size: 11-50

Company Address: 805 West Idaho Street, Boise, Idaho, United States

The Caprock Group Contact Details

Name Title LinkedIn Phone Email
Glenn Michael Managing Director And Chief Financial Officer
Bob Gesell Senior Project Manager
William Gilbert Co-founder And Managing Director
Jeffrey Gumeson Managing Director
Craig Olson Partner
Jessica Haberman Director Of Compliance And Head Trader
Andy Pazdan Manager Of Client Reporting
Requires/Intent and 6 more Employees
Branding
ERP Solutions
FinTech Solutions For Investment Firms
and more

4. Rathbone Warwick Investment Management

Industry: Investment Management

Location: Idaho

Website: rathbonewarwick.com

Company Founded: 2014

Company Size: 11-50

Company Address: 101 South Capitol Boulevard, Boise, Idaho, United States

Rathbone Warwick Investment Management Contact Details

Name Title LinkedIn Phone Email
Cfpâ Brooke Ramstad Principal
Melissa Warwick Investment Advisor
Jamie Wolfe Client Associate
Drew Lunt Investment Advisor
Devin Geddings Investment Advisor
Aamsâ Devin Geddings Investment Advisor
Amanda Writer Senior Client Associate
Requires/Intent and 4 more Employees
Tax Optimization For Investments
Predictive Analytics
Market Research
Investor Relations & Reporting
Financial Due Diligence
and more

5. Riverbend Management, Inc.

Industry: Investment Management

Location: Idaho

Website: rbm.us

Company Size: 11-50

Company Address: 4609 West 65th South, Idaho Falls, Idaho, United States

Riverbend Management, Inc. Contact Details

Name Title LinkedIn Phone Email
Devin Belnap Vice President Of Development
Duston Barton General Manager
Steve Holt Assistant Controller
David Dance General Counsel
Joel Arbuckle Vice President
Austin Walters Accountant
Marcene Romrell Staff Accountant
Requires/Intent and 1 more Employees
ESG Investing & Impact Analysis
M&A Advisory
Accounting
and more

6. Headwaters Wealth Management

Industry: Investment Management

Location: Idaho

Website: headwaterswm.com

Company Founded: 2014

Company Size: 1-10

Company Address: 401 West Front Street, Boise, Idaho, United States

Headwaters Wealth Management Contact Details

Name Title LinkedIn Phone Email
Lisa Derig Partner At Headwaters Wealth Management
Robert Hayes Managing Partner
Paul Norman Partner At Headwaters Wealth Management
Jackie Bernier Senior Administrative Associate
Bart Leach Partner At Headwaters Wealth Management
Chris Billings Partner At Headwaters Wealth Management
Requires/Intent
Mobile App Development
AI-Based Credit Risk Assessment
Global Market Trend Analysis
SEO
Web Development
and more

7. Sage Asset Management

Industry: Investment Management

Location: Idaho

Website: sageasset.com

Company Size: 11-50

Company Address: 864 Filer Avenue, Twin Falls, Idaho, United States

Sage Asset Management Contact Details

Name Title LinkedIn Phone Email
Maida Fortune Founder, Chief Executive Officer
Requires/Intent
Robo-Advisors & AI Trading
ERP Solutions
Smart Contracts For Investment
AI
and more

8. Legacy Wealth Management Llc

Industry: Investment Management

Location: Idaho

Website: legacywealthmg.com

Company Founded: 2015

Company Size: 11-50

Company Address: 13965 West Chinden Boulevard, Boise, Idaho, United States

Legacy Wealth Management Llc Contact Details

Name Title LinkedIn Phone Email
Tami Wheeler Chief Creative Officer And Operations Manager
Pete Covino Senior Advisor
Brian Crane Wealth Advisor
Julie Rad Client Coordinator
Mike James Advisor
Requires/Intent
Software Development
Financial Due Diligence
Cloud Hosting
Robo-Advisors & AI Trading
and more

9. Clearwater Advisors, Llc

Industry: Investment Management

Location: Idaho

Website: clearwateradvisors.com

Company Founded: 2001

Company Size: 11-50

Company Address: 101 South Capitol Boulevard, Boise, Idaho, United States

Clearwater Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Travis Clemons Investment Analyst
Richard Lin Credit Analyst
Chris Brechbuhler Portfolio Manager At Clearwater Advisors, Llc
Dave Dunn Chief Technology Officer
Victor Do Software Developer
Michelle Martin Trade Operations Manager
Melissa Wainwright Owner
Requires/Intent
Cybersecurity Solutions
Data Security
IPO Advisory
ESG Investing & Impact Analysis
and more

10. Summit Creek Capital Llc

Industry: Investment Management

Location: Idaho

Website: summitcreekcapital.com

Company Founded: 2009

Company Size: 1-10

Company Address: 205 Shoshone Street North, Twin Falls, Idaho, United States

Summit Creek Capital Llc Contact Details

Name Title LinkedIn Phone Email
Michael Chestone Managing Director
Tyler Davis-jeffers Managing Partner
Requires/Intent
AI Chatbots
Data Security
IT Support
Financial Management
and more

11. Figure 8 Investment Strategies

Industry: Investment Management

Location: Idaho

Website: figure8investing.com

Company Founded: 2016

Company Size: 1-10

Company Address: 205 North 10th Street, Boise, Idaho, United States

Figure 8 Investment Strategies Contact Details

Name Title LinkedIn Phone Email
Lisa Cooper President
Nancy Jones Senior Associate
Requires/Intent
Data Security
AI Chatbots
FinTech Solutions For Investment Firms
Cloud Hosting
and more

12. Wood Financial Group (raymond James)

Industry: Investment Management

Location: Idaho

Website: woodfinancialgrp.com

Company Founded: 2007

Company Size: 1-10

Company Address: 1101 West River Street, Boise, Idaho, United States

Wood Financial Group (raymond James) Contact Details

Name Title LinkedIn Phone Email
Jennifer Weitz Director Of Operations
Elizabeth Mabbutt Communication And Event Coordinator
Abigail Pennecard Operations Associate
Requires/Intent
ESG Investing & Impact Analysis
Cloud Solutions
Branding
and more

13. D.b. Fitzpatrick & Co.

Industry: Investment Management

Location: Idaho

Website: dbfitzpatrick.com

Company Founded: 1984

Company Size: 11-50

Company Address: 800 West Main Street, Boise, Idaho, United States

D.b. Fitzpatrick & Co. Contact Details

Name Title LinkedIn Phone Email
Tammie Gonzalez Office Manager
Terri Christensen Vice President Of Operations
Lindsay Edinger Operations, Compliance And Human Resources Assistant
Dennis Fitzpatrick Chief Executive Officer
Dennis Fitzpatrick Chairman And Chief Executive Officer
Kyle Stringer Associate Equity Portfolio Manager
Thomas Walker Chief Compliance Officer
Requires/Intent
ESG Investing & Impact Analysis
IT Support
and more

14. Alscott Inc

Industry: Investment Management

Location: Idaho

Website: alscott.com

Company Size: 1-10

Company Address: 501 Baybrook Court, Boise, Idaho, United States

Alscott Inc Contact Details

Name Title LinkedIn Phone Email
Sam Fleetwood Controller
Layni Culley Payroll Benefits Administrator
Brian Scott Vice President Of Real Estate
Requires/Intent
Legal
Advertising
Predictive Analytics
and more

15. Buffington Mohr Mcneal

Industry: Investment Management

Location: Idaho

Website: bmmria.com

Company Founded: 1998

Company Size: 1-10

Company Address: 802 West Bannock Street, Boise, Idaho, United States

Buffington Mohr Mcneal Contact Details

Name Title LinkedIn Phone Email
Rick Perez Wealth Management Advisor
Ryan Malone Wealth Management Advisor
Requires/Intent
Web Development
AI-Based Credit Risk Assessment
Accounting
Sales
Smart Contracts For Investment
and more

16. Bander Investments

Industry: Investment Management

Location: Idaho

Website: banderinvestments.com

Company Founded: 2009

Company Size: 1-10

Company Address: 810 Pancheri Drive, Idaho Falls, Idaho, United States

Bander Investments Contact Details

Name Title LinkedIn Phone Email
Adam Saumweber Wealth Management Intern
Lisa Belnap Executive Assistant
Rein Weil Office Administrator
Requires/Intent
CRM Systems
AI Chatbots
Customer Relationship Management
Cloud Hosting
and more

17. 3 Peaks Financial

Industry: Investment Management

Location: Idaho

Website: 3peaksfinancial.com

Company Founded: 2016

Company Size: 1-10

3 Peaks Financial Contact Details

Name Title LinkedIn Phone Email
Molly Fischer Marketing Associate
Requires/Intent
Cloud Solutions
Legal
HR & Payroll Services
Financial Due Diligence
ERP Solutions
and more

18. Harmonic Investment Advisors

Industry: Investment Management

Location: Idaho

Website: harmonicadvisors.com

Company Size: 1-10

Company Address: 1020 West Main, Boise, Idaho, United States

Harmonic Investment Advisors Contact Details

Name Title LinkedIn Phone Email
Kevin Jones Principal
Requires/Intent
Accounting
Branding
and more

19. Hugo Enterprises

Industry: Investment Management

Location: Idaho

Website: hugoenterprise.com

Company Size: 11-50

Company Address: 4116 East 140 North, Rigby, Idaho, United States

Hugo Enterprises Contact Details

Name Title LinkedIn Phone Email
Michael Blatchford Financial And Budget Analyst
Michael Holley It Guru
Requires/Intent
Cloud Hosting
Accounting
Customer Relationship Management
Cybersecurity Solutions
and more

20. Binary Trade Group

Industry: Investment Management

Location: Idaho

Website: binarytradegroup.com

Company Founded: 2014

Company Size: 1-10

Company Address: 139 River Vista Place, Twin Falls, Idaho, United States

Binary Trade Group Contact Details

Name Title LinkedIn Phone Email
Angela Williams Advisor
Paula Torrano Account Manager
Brady Nicholas Binary Trader
Johnson Latta Binary Trade
Shoaf Williams Account Manager
Sarah Solecki Binary Brooker
Mike Williams Stock Manager
Requires/Intent
Cloud Solutions
High-Frequency Trading Solutions
Financial Due Diligence
Mobile App Development
and more

21. College Of Western Idaho Foundation Inc

Industry: Investment Management

Location: Idaho

Company Size: 1-10

Company Address: 6056 Birch Lane, Nampa, Idaho, United States

College Of Western Idaho Foundation Inc Contact Details

Name Title LinkedIn Phone Email
Michael Jensen Director Of Development
Requires/Intent
Portfolio Management Solutions
High-Frequency Trading Solutions
Software Development
Web Development
Smart Contracts For Investment
and more

22. Bitterroot Holdings

Industry: Investment Management

Location: Idaho

Website: bitterrootholdings.com

Company Founded: 2012

Company Size: 11-50

Bitterroot Holdings Contact Details

Name Title LinkedIn Phone Email
Hilary Jacobi Operations Supervisor
Steven Conner Vice President Of Operations
Requires/Intent
CRM Systems
HR & Payroll Services
Compliance & Risk Management
AI Chatbots
ESG Investing & Impact Analysis
and more

23. Honest Auto

Industry: Investment Management

Location: Idaho

Company Size: 1-10

Company Address: 417 East 37th Street, Boise, Idaho, United States

Honest Auto Contact Details

Name Title LinkedIn Phone Email
Nick Roehl Manager
Requires/Intent
AI-Based Credit Risk Assessment
Public Relations
Market Research
Investor Relations & Reporting
and more
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Idaho Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Justin Fishburn Apex Leaders, Llc Vice President Of Finance And Operations
2 Johann Simpson Apex Leaders, Llc Senior Associate - Finance
3 Bryant Jones Apex Leaders, Llc Director
4 Sherry Hildebrand Apex Leaders, Llc Senior Associate
5 Michael Wanta Apex Leaders, Llc Research Associate
6 Natasha Bunten Apex Leaders, Llc Vice President Of Sales
7 Caysea Benner Apex Leaders, Llc Account Associate
8 Blake Hansen Alturas Founder And Chief Executive Officer
9 Glenn Michael The Caprock Group Managing Director And Chief Financial Officer
10 Bob Gesell The Caprock Group Senior Project Manager
11 William Gilbert The Caprock Group Co-founder And Managing Director
12 Jeffrey Gumeson The Caprock Group Managing Director
13 Craig Olson The Caprock Group Partner
14 Jessica Haberman The Caprock Group Director Of Compliance And Head Trader
15 Andy Pazdan The Caprock Group Manager Of Client Reporting
16 Cfpâ Brooke Ramstad Rathbone Warwick Investment Management Principal
17 Melissa Warwick Rathbone Warwick Investment Management Investment Advisor
18 Jamie Wolfe Rathbone Warwick Investment Management Client Associate
19 Drew Lunt Rathbone Warwick Investment Management Investment Advisor
20 Devin Geddings Rathbone Warwick Investment Management Investment Advisor
21 Aamsâ Devin Geddings Rathbone Warwick Investment Management Investment Advisor
22 Amanda Writer Rathbone Warwick Investment Management Senior Client Associate
23 Devin Belnap Riverbend Management, Inc. Vice President Of Development
24 Duston Barton Riverbend Management, Inc. General Manager
25 Steve Holt Riverbend Management, Inc. Assistant Controller
26 David Dance Riverbend Management, Inc. General Counsel
27 Joel Arbuckle Riverbend Management, Inc. Vice President
28 Austin Walters Riverbend Management, Inc. Accountant
29 Marcene Romrell Riverbend Management, Inc. Staff Accountant
30 Lisa Derig Headwaters Wealth Management Partner At Headwaters Wealth Management
31 Robert Hayes Headwaters Wealth Management Managing Partner
32 Paul Norman Headwaters Wealth Management Partner At Headwaters Wealth Management
33 Jackie Bernier Headwaters Wealth Management Senior Administrative Associate
34 Bart Leach Headwaters Wealth Management Partner At Headwaters Wealth Management
35 Chris Billings Headwaters Wealth Management Partner At Headwaters Wealth Management
36 Maida Fortune Sage Asset Management Founder, Chief Executive Officer
37 Tami Wheeler Legacy Wealth Management Llc Chief Creative Officer And Operations Manager
38 Pete Covino Legacy Wealth Management Llc Senior Advisor
39 Brian Crane Legacy Wealth Management Llc Wealth Advisor
40 Julie Rad Legacy Wealth Management Llc Client Coordinator

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 Florida 233
10 Investment Management Startups and Companies in Georgia 290
11 Investment Management Startups and Companies in Hawaii 22
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 Idaho

No. Cities Number of Contacts Download
1 Investment Management Companies in Boise 1380