Top 30 Investment Management Startups And Companies in Iowa

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

Investment Management Startups And Companies in Iowa

1. Principal Global Investors

Industry: Investment Management

Location: Iowa

Website: principalglobal.com

Company Size: 1001-5000

Company Address: 711 High Street, Des Moines, Iowa, United States

Principal Global Investors Contact Details

Name Title LinkedIn Phone Email
Michael Nazzaretto Senior Director
Christina Cryer Managing Director, Institutional Sales And Relationship Management
Jason Tedrick Enterprise Architect
Bob Baur Chief Global Economist
Zachary Scharff Performance Specialist
Brent Heemskerk Senior Portfolio Analyst
Mustafa Sagun Chief Investment Officer, Equities At Principal Financial Group
Requires/Intent and 448 more Employees
Hedge Fund Strategies
Investor Relations & Reporting
and more

2. Iron Horse Wealth Management, Llc

Industry: Investment Management

Location: Iowa

Website: ironhorsewm.com

Company Size: 1-10

Company Address: 8711 Windsor Parkway, Johnston, Iowa, United States

Iron Horse Wealth Management, Llc Contact Details

Name Title LinkedIn Phone Email
Danny Beyer Lead Advisor, Retirement Plan Management
Dennis Markway President
Greg Hayes Senior Advisor, Retirement Plan Management
Ron Markway Operations Head
Lori Kaestner Administrative Assistant
Requires/Intent
Public Relations
SEO
Customer Relationship Management
Digital Marketing
FinTech Solutions For Investment Firms
and more

3. Midwest Growth Partners

Industry: Investment Management

Location: Iowa

Company Founded: 2013

Company Size: 1-10

Company Address: 7049 Vista Drive, West Des Moines, Iowa, United States

Midwest Growth Partners Contact Details

Name Title LinkedIn Phone Email
John Mickelson Founder And Managing Partner
Matt Sargent Associate
Zane Hendricks Associate
Callen Magerkurth Winter Analyst
Dianne Frazer Administrative Assistant
Requires/Intent
Risk Management & Compliance
Smart Contracts For Investment
Cloud Solutions
and more

4. Folience

Industry: Investment Management

Location: Iowa

Website: folience.com

Company Size: 501-1000

Company Address: 230 2nd Street Southeast, Cedar Rapids, Iowa, United States

Folience Contact Details

Name Title LinkedIn Phone Email
Bryan Busch Manager Of Iowa Ideas And Leadership Development Program
Cathy Terukina Executive Vice President
Paul Nus Director Of Technology And Infrastructure
Shawn Hoy Server Administrator
Amanda Heyda Payroll Analyst
Andrea Kula Accounts Payable Coordinator
Greg White Information Technology Staff
Requires/Intent and 3 more Employees
Cloud Solutions
M&A Advisory
Advertising
Public Relations
and more

5. Steele Capital Management, Inc.

Industry: Investment Management

Location: Iowa

Website: steelecapital.com

Company Founded: 1946

Company Size: 11-50

Company Address: 788 Main Street, Dubuque, Iowa, United States

Steele Capital Management, Inc. Contact Details

Name Title LinkedIn Phone Email
Martin Smith Registered Investment Advisor
Kristy Cain Office Manager
Chris Boxleiter Director Of Company Sponsored Retirement Plans
Brad Lewis Senior Portfolio Manager
Kevin Dietzel Portfolio Manager
Nick Smith Senior Portfolio Manager
Kathryn Moran Chief Financial Officer And Chief Compliance Officer
Requires/Intent and 4 more Employees
ESG Investing & Impact Analysis
Hedge Fund Strategies
and more

6. Btc Capital Management

Industry: Investment Management

Location: Iowa

Website: btccapitalmgmt.com

Company Founded: 2003

Company Size: 11-50

Company Address: 453 7th Street, Des Moines, Iowa, United States

Btc Capital Management Contact Details

Name Title LinkedIn Phone Email
David Jackson Senior Managing Director
Grant Voshell Fixed Income Portfolio Specialist
Paul Larsen Chief Compliance Officer
Allen Goody Institutional Relationship Manager
Brian Rolland Vp, Institutional Sales Consultant
Requires/Intent
ERP Solutions
Market Research
Customer Relationship Management
and more

7. Miles Capital, Inc.

Industry: Investment Management

Location: Iowa

Website: miles-capital.com

Company Founded: 1982

Company Size: 11-50

Company Address: 1415 28th Street, West Des Moines, Iowa, United States

Miles Capital, Inc. Contact Details

Name Title LinkedIn Phone Email
Greg Boal Manager
Greg Boal Chief Executive Officer And Chief Information Officer
Courtney Clarke Director, Marketing And Communications At Miles Capital, Inc
Michael Westphal Portfolio Manager
Keo Synarong Performance Administrator
Requires/Intent
CRM Systems
Global Market Trend Analysis
High-Frequency Trading Solutions
Web Development
Digital Asset & Cryptocurrency Investment
and more

8. Dickinson Investment Advisors

Industry: Investment Management

Location: Iowa

Website: dickinsoninvestments.com

Company Founded: 1998

Company Size: 1-10

Company Address: 533 South Main Street, Council Bluffs, Iowa, United States

Dickinson Investment Advisors Contact Details

Name Title LinkedIn Phone Email
Tom Sperling Financial Advisor Representative
Ron Dickinson Owner
Dave Piatkowski Partner And Wealth Advisor
Julie Steffen Operations | Software
Debbie Piercy Administrator Assistant
Requires/Intent
Alternative Investment Consulting
CRM Systems
IoT
ESG Investing & Impact Analysis
Advertising
and more

9. Gcsb Investment Center

Industry: Investment Management

Location: Iowa

Website: investgcsb.com

Company Founded: 2002

Company Size: 1-10

Company Address: 505 East Main Street, Panora, Iowa, United States

Gcsb Investment Center Contact Details

Name Title LinkedIn Phone Email
Aifâ Kristen Crouthamel Financial Advisor
Requires/Intent
Business Expansion
Public Relations
and more

10. Boyle Capital

Industry: Investment Management

Location: Iowa

Website: boylecapital.com

Company Founded: 2004

Company Size: 1-10

Company Address: 1230 Office Plaza Drive, West Des Moines, Iowa, United States

Boyle Capital Contact Details

Name Title LinkedIn Phone Email
Erik Ritland Research Analyst
Josie Armour Executive Assistant
Requires/Intent
Mobile App Development
Robo-Advisors & AI Trading
Institutional Asset Management
and more

11. United Iowa Financial

Industry: Investment Management

Location: Iowa

Website: unitediowafinancial.com

Company Founded: 2019

Company Size: 11-50

Company Address: 2346 Mormon Trek Boulevard, Iowa City, Iowa, United States

United Iowa Financial Contact Details

Name Title LinkedIn Phone Email
Mike Young Wealth Advisor
Daniel Eisenman Wealth Associate
Trent Von Ahsen Chief Investment Strategist
Requires/Intent
Financial Management
CRM Systems
Institutional Asset Management
and more

12. Henry Fund

Industry: Investment Management

Location: Iowa

Website: henryfund.org

Company Founded: 1994

Company Size: 11-50

Henry Fund Contact Details

Name Title LinkedIn Phone Email
Jason Woodruff Equity Research Analyst - Technology Sector
Ziyi Zhang Equity Research Analyst
Jacob Kammerer Equity Research Analyst
Requires/Intent
High-Frequency Trading Solutions
Sales
AI Chatbots
Digital Asset & Cryptocurrency Investment
AI-Powered Financial Forecasting
and more

13. Passage Global Capital Management

Industry: Investment Management

Location: Iowa

Website: passageglobalcapital.com

Company Founded: 2007

Company Size: 1-10

Passage Global Capital Management Contact Details

Name Title LinkedIn Phone Email
Oguz Ersan Managing Principal, Chief Information Officer
Christopher Funaro Quantitative Computer Programmer
Requires/Intent
Alternative Investment Consulting
ESG Investing & Impact Analysis
Branding
Business Expansion
and more

14. Stonefield Investment Advisory

Industry: Investment Management

Location: Iowa

Website: stonefieldinvestments.com

Company Size: 1-10

Company Address: 425 2nd Street Southeast, Cedar Rapids, Iowa, United States

Stonefield Investment Advisory Contact Details

Name Title LinkedIn Phone Email
Steve Mickelson Financial Planner And Investment Advisor
Marty Feldmann Agent
Stephanie Caldwell Marketing
Requires/Intent
Institutional Asset Management
Accounting
Alternative Investment Consulting
Legal
and more

15. Premier Investments Of Iowa

Industry: Investment Management

Location: Iowa

Website: premierinvestmentsofiowa.com

Company Size: 11-50

Company Address: 2750 1st Avenue Northeast, Cedar Rapids, Iowa, United States

Premier Investments Of Iowa Contact Details

Name Title LinkedIn Phone Email
Matt Westberry Investment Advisor Representative
Bob Swanson New Business And Operations Coordinator
Molly Nordlocken Media And Event Coordinator
Miitzi Wamboldt Operations Manager
Mitzi Wamboldt Operations Manager
Elias Randel Investment Advisor Representative
Mariah Fuller System Administrator
Requires/Intent
Digital Asset & Cryptocurrency Investment
Cloud Solutions
IPO Advisory
ERP Solutions
Automation
and more

16. Ts Prosperity Group

Industry: Investment Management

Location: Iowa

Website: tsprosperitygroup.com

Company Size: 11-50

Company Address: 43 Scott Street, Council Bluffs, Iowa, United States

Ts Prosperity Group Contact Details

Name Title LinkedIn Phone Email
Sharon Braden Compliance Coordinator
Kristi Waffle Chief Operations Officer
Requires/Intent
Cloud Hosting
FinTech Solutions For Investment Firms
Cybersecurity Solutions
Advertising
and more

17. Genereux Investment Management, Inc.

Industry: Investment Management

Location: Iowa

Website: genereux.net

Company Founded: 2000

Company Size: 1-10

Genereux Investment Management, Inc. Contact Details

Name Title LinkedIn Phone Email
Aifâ Mark Genereux Registered Investment Advisor
Requires/Intent
AI-Powered Financial Forecasting
Data Security
Customer Relationship Management
Predictive Analytics
and more

18. The Masters Group Inc

Industry: Investment Management

Location: Iowa

Website: mastersgroupinc.com

Company Founded: 2000

Company Size: 1-10

Company Address: 1250 Southwest State Street, Ankeny, Iowa, United States

The Masters Group Inc Contact Details

Name Title LinkedIn Phone Email
Tara Miller Operations Manager
Abby Young Client Service Specialist
Ron Dougherty Director Of Business Retirement Plans
Kristy Cain Registered Assistant
Requires/Intent
AI-Powered Financial Forecasting
Financial Due Diligence
Cloud Hosting
and more

19. Iowa State University Investment Group

Industry: Investment Management

Location: Iowa

Company Founded: 2009

Company Size: 11-50

Company Address: 2167 Union Drive, Ames, Iowa, United States

Iowa State University Investment Group Contact Details

Name Title LinkedIn Phone Email
Nathan Kompelien Sector Leader - Financials
Requires/Intent
IoT
AI Chatbots
Robo-Advisors & AI Trading
and more

20. Bradford Financial Center

Industry: Investment Management

Location: Iowa

Website: bradfordfinancialcenter.com

Company Founded: 1970

Company Size: 11-50

Company Address: 215 North Main Street, Clarion, Iowa, United States

Bradford Financial Center Contact Details

Name Title LinkedIn Phone Email
Jarrod Raimann Financial Advior
Requires/Intent
High-Frequency Trading Solutions
Market Research
AI-Powered Financial Forecasting
Mobile App Development
and more

21. Heartwood Investments, Inc

Industry: Investment Management

Location: Iowa

Website: heartwoodinvestments.com

Company Founded: 2007

Company Size: 1-10

Company Address: 201 Tower Park Drive, Waterloo, Iowa, United States

Heartwood Investments, Inc Contact Details

Name Title LinkedIn Phone Email
Connie Ehrhardt Office Manager
Connie Adrian Office Manager
Requires/Intent
ESG Investing & Impact Analysis
Automation
Mobile App Development
and more

22. Rda Financial Network, Inc.

Industry: Investment Management

Location: Iowa

Website: rdafn.com

Company Founded: 2008

Company Size: 11-50

Company Address: 2475 Coral Court, Coralville, Iowa, United States

Rda Financial Network, Inc. Contact Details

Name Title LinkedIn Phone Email
Becky Baedke Vice President Of Operations
Marci Crawford Director Of Communications
Requires/Intent
ERP Solutions
HR & Payroll Services
Cloud Hosting
Advertising
Cybersecurity Solutions
and more

23. Ingold Group, Llc

Industry: Investment Management

Location: Iowa

Website: ingoldgroup.com

Company Founded: 2009

Company Size: 1-10

Company Address: 16 East Main Street, Marshalltown, Iowa, United States

Ingold Group, Llc Contact Details

Name Title LinkedIn Phone Email
Stephen Hiracheta Senior Director Of Marketing
Requires/Intent
High-Frequency Trading Solutions
AI
Digital Marketing
and more

24. At Financial Advisors/american Trust

Industry: Investment Management

Location: Iowa

Website: atfinancialadvisors.com

Company Founded: 1911

Company Size: 1-10

At Financial Advisors/american Trust Contact Details

Name Title LinkedIn Phone Email
William Berg Vice President Of Business Development
Requires/Intent
Institutional Asset Management
Global Market Trend Analysis
Public Relations
Predictive Analytics
Private Wealth Management
and more

25. Taber Asset Management

Industry: Investment Management

Location: Iowa

Website: taberasset.com

Company Founded: 1998

Company Size: 1-10

Company Address: 2913 Virginia Place, Des Moines, Iowa, United States

Taber Asset Management Contact Details

Name Title LinkedIn Phone Email
Alex Taber Associate Advisor
Requires/Intent
Investor Relations & Reporting
Robo-Advisors & AI Trading
and more

26. Farmland Opportunity

Industry: Investment Management

Location: Iowa

Website: farmopp.com

Company Size: 1-10

Company Address: 4926 Autumn Drive, Cedar Rapids, Iowa, United States

Farmland Opportunity Contact Details

Name Title LinkedIn Phone Email
Jason Rowe Investment Director
Requires/Intent
Advertising
Private Wealth Management
and more

27. Waller Racing

Industry: Investment Management

Location: Iowa

Website: wallerracing.com

Company Size: 1-10

Company Address: 1054 P Avenue, Traer, Iowa, United States

Waller Racing Contact Details

Name Title LinkedIn Phone Email
Rebecca Ash Groom
Requires/Intent
ESG Investing & Impact Analysis
E-commerce Integration
and more

Iowa Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Michael Nazzaretto Principal Global Investors Senior Director
2 Christina Cryer Principal Global Investors Managing Director, Institutional Sales And Relationship Management
3 Jason Tedrick Principal Global Investors Enterprise Architect
4 Bob Baur Principal Global Investors Chief Global Economist
5 Zachary Scharff Principal Global Investors Performance Specialist
6 Brent Heemskerk Principal Global Investors Senior Portfolio Analyst
7 Mustafa Sagun Principal Global Investors Chief Investment Officer, Equities At Principal Financial Group
8 Danny Beyer Iron Horse Wealth Management, Llc Lead Advisor, Retirement Plan Management
9 Dennis Markway Iron Horse Wealth Management, Llc President
10 Greg Hayes Iron Horse Wealth Management, Llc Senior Advisor, Retirement Plan Management
11 Ron Markway Iron Horse Wealth Management, Llc Operations Head
12 Lori Kaestner Iron Horse Wealth Management, Llc Administrative Assistant
13 John Mickelson Midwest Growth Partners Founder And Managing Partner
14 Matt Sargent Midwest Growth Partners Associate
15 Zane Hendricks Midwest Growth Partners Associate
16 Callen Magerkurth Midwest Growth Partners Winter Analyst
17 Dianne Frazer Midwest Growth Partners Administrative Assistant
18 Bryan Busch Folience Manager Of Iowa Ideas And Leadership Development Program
19 Cathy Terukina Folience Executive Vice President
20 Paul Nus Folience Director Of Technology And Infrastructure
21 Shawn Hoy Folience Server Administrator
22 Amanda Heyda Folience Payroll Analyst
23 Andrea Kula Folience Accounts Payable Coordinator
24 Greg White Folience Information Technology Staff
25 Martin Smith Steele Capital Management, Inc. Registered Investment Advisor
26 Kristy Cain Steele Capital Management, Inc. Office Manager
27 Chris Boxleiter Steele Capital Management, Inc. Director Of Company Sponsored Retirement Plans
28 Brad Lewis Steele Capital Management, Inc. Senior Portfolio Manager
29 Kevin Dietzel Steele Capital Management, Inc. Portfolio Manager
30 Nick Smith Steele Capital Management, Inc. Senior Portfolio Manager
31 Kathryn Moran Steele Capital Management, Inc. Chief Financial Officer And Chief Compliance Officer
32 David Jackson Btc Capital Management Senior Managing Director
33 Grant Voshell Btc Capital Management Fixed Income Portfolio Specialist
34 Paul Larsen Btc Capital Management Chief Compliance Officer
35 Allen Goody Btc Capital Management Institutional Relationship Manager
36 Brian Rolland Btc Capital Management Vp, Institutional Sales Consultant
37 Greg Boal Miles Capital, Inc. Manager
38 Greg Boal Miles Capital, Inc. Chief Executive Officer And Chief Information Officer
39 Courtney Clarke Miles Capital, Inc. Director, Marketing And Communications At Miles Capital, Inc
40 Michael Westphal Miles Capital, Inc. 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 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 Idaho 103
13 Investment Management Startups and Companies in Illinois 1798
14 Investment Management Startups and Companies in Indiana 501
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 Iowa