Top 30 Investment Management Startups And Companies in Kentucky

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

Investment Management Startups And Companies in Kentucky

1. Access Ventures

Industry: Investment Management

Location: Kentucky

Website: accessventures.org

Company Founded: 2013

Company Size: 1-10

Company Address: 1155 South Shelby Street, Louisville, Kentucky, United States

Access Ventures Contact Details

Name Title LinkedIn Phone Email
Bryce Butler Founder And Managing Partner
Moses Icyishaka Principal
Tim Harris Director Of Marketing And Communications
Vanessa Koenigsmark Senior Associate, Access To Capital
Matthew Edson Creative Team Intern
Hannah Goodwin Creative Intern
Requires/Intent
Sales
IoT
and more

2. Meridian Wealth Management, Llc

Industry: Investment Management

Location: Kentucky

Website: meridianwealthllc.com

Company Founded: 2009

Company Size: 11-50

Company Address: 250 West Main Street, Lexington, Kentucky, United States

Meridian Wealth Management, Llc Contact Details

Name Title LinkedIn Phone Email
A.l Kawaja Wealth Management Advisor
Andrew Norden Wealth Managment Advisor
Natalie Lee Partner And Wealth Management Advisor
Katie Lockwood Wealth Management Advisor
Brandon Schleter Wealth Management Advisor
Leslie Rion Financial Advisor
Lexy Schmidt Client Services Manager
Requires/Intent and 5 more Employees
Hedge Fund Strategies
IPO Advisory
Web Development
and more

3. First Kentucky Securities Corporation

Industry: Investment Management

Location: Kentucky

Website: firstky.com

Company Founded: 1977

Company Size: 11-50

Company Address: 4360 Brownsboro Road, Louisville, Kentucky, United States

First Kentucky Securities Corporation Contact Details

Name Title LinkedIn Phone Email
Martha Weeks Private Wealth Manager
Bill Fenwick Chairman Of The Board, Senior Vice President Investments
Chris Mccrea Private Wealth Advisor
Sheree Bollinger Vice President
Ruth Webb Public Finance Associate
Bryan Mccrea Private Wealth Advisor
Austin Flatt Private Wealth Advisor
Requires/Intent and 9 more Employees
Customer Relationship Management
Cloud Hosting
and more

4. Atlas Brown, Inc.

Industry: Investment Management

Location: Kentucky

Website: atlasbrown.com

Company Founded: 2004

Company Size: 1-10

Company Address: 333 East Main Street, Louisville, Kentucky, United States

Atlas Brown, Inc. Contact Details

Name Title LinkedIn Phone Email
Sam Vonderheide Associate Financial Advisor And Analyst
Brad Glotzbach Senior Relationship Manager
Tim Corley Senior Vice President And Senior Wealth Advisor
Patricia Anderson Vice President - Client Relations
Cheryl Hesen Client Service Officer
Troy Braun Family Office Administrator And Human Resources Onsite Supervisor And Assistant To Controller And Office Manager
Sally Price Executive Assistant
Requires/Intent and 1 more Employees
Institutional Asset Management
Technology
AI
Alternative Investment Consulting
IT Support
and more

5. Accredited Wealth Management

Industry: Investment Management

Location: Kentucky

Website: accreditedwm.com

Company Founded: 2014

Company Size: 1-10

Company Address: 6010 Brownsboro Park Boulevard, Louisville, Kentucky, United States

Accredited Wealth Management Contact Details

Name Title LinkedIn Phone Email
Shawn Clark Founding Partner And Wealth Advisor
Steve Giacobbe Managing Partner And Chief Investment Officer
Shawn Clark Managing Partner And Wealth Advisor
Requires/Intent
Advertising
Investor Relations & Reporting
and more

6. Iron Bay Capital

Industry: Investment Management

Location: Kentucky

Website: ironbaycapital.com

Company Founded: 2011

Company Size: 1-10

Iron Bay Capital Contact Details

Name Title LinkedIn Phone Email
Robert Bolton President, Portfolio Manager
Requires/Intent
Portfolio Management Solutions
Business Expansion
Sales
FinTech Solutions For Investment Firms
and more

7. Community Trust And Investment Company

Industry: Investment Management

Location: Kentucky

Company Size: 51-200

Company Address: 100 East Vine Street, Lexington, Kentucky, United States

Community Trust And Investment Company Contact Details

Name Title LinkedIn Phone Email
Trigg Mitchell Vice President, Senior Wealth Advisor
Requires/Intent
Portfolio Management Solutions
Market Research
and more

8. Todd Asset Management Llc

Industry: Investment Management

Location: Kentucky

Website: toddasset.com

Company Size: 11-50

Todd Asset Management Llc Contact Details

Name Title LinkedIn Phone Email
Travis Konermann Research Analyst
John White Partner
John Poole Managing Director, Marketing
Shaun Siers Portfolio Manager
Jeremy Riddle Head Trader
Jack Holden Partner, Senior Portfolio Manager
Shaun Siers Research Assistant
Requires/Intent and 7 more Employees
Hedge Fund Strategies
CRM Systems
Customer Relationship Management
Financial Due Diligence
IT Support
and more

9. Russell Capital Management

Industry: Investment Management

Location: Kentucky

Website: russcap.com

Company Founded: 1991

Company Size: 11-50

Company Address: 476 East High Street, Lexington, Kentucky, United States

Russell Capital Management Contact Details

Name Title LinkedIn Phone Email
Harry Russell Partner
Brian Mckeown Senior Wealth Management
Ford Lankford Portfolio Manager
Keith Day Financial Analyst
Kim Osborne Office Manager
Justin Sautter Senior Vice President
Requires/Intent
Market Research
Advertising
High-Frequency Trading Solutions
Private Wealth Management
and more

10. Castellan Group, Llc

Industry: Investment Management

Location: Kentucky

Website: castellangroup.com

Company Founded: 2018

Company Size: 1-10

Castellan Group, Llc Contact Details

Name Title LinkedIn Phone Email
Camden Booker Analyst
Luke Huffman Research Intern
Shannon Bradbury Director Of Operations And Compliance
Requires/Intent
HR & Payroll Services
Automation
and more

11. Waycross Partners

Industry: Investment Management

Location: Kentucky

Website: waycrosspartners.com

Company Founded: 2005

Company Size: 1-10

Company Address: 4965 Highway 42, Louisville, Kentucky, United States

Waycross Partners Contact Details

Name Title LinkedIn Phone Email
Douglas Myers National Sales Director
Larry Walker Partner And Strategist
Requires/Intent
Software Development
Data Security
Advertising
Automation
and more

12. Cap Venture Group, Inc.

Industry: Investment Management

Location: Kentucky

Website: capventuregroup.com

Company Founded: 2013

Company Size: 1-10

Company Address: 14007 Harbour Place, Prospect, Kentucky, United States

Cap Venture Group, Inc. Contact Details

Name Title LinkedIn Phone Email
Alex Parker Co-founder And Chief Executive Officer
Jami Siegel Project Manager And Acquisitions
Requires/Intent
Investor Relations & Reporting
Hedge Fund Strategies
Technology
Software Development
Data Security
and more

13. Conservativeportfolios.com

Industry: Investment Management

Location: Kentucky

Website: conservativeportfolios.com

Company Size: 1-10

Company Address: 110 East Third Street, Lexington, Kentucky, United States

Conservativeportfolios.com Contact Details

Name Title LinkedIn Phone Email
Lee Helmers Founder
Requires/Intent
Alternative Investment Consulting
Smart Contracts For Investment
and more

14. King Financial Repair

Industry: Investment Management

Location: Kentucky

Website: kingfinancialrepair.com

Company Size: 1-10

Company Address: 10200 Forest Green Boulevard, Louisville, Kentucky, United States

King Financial Repair Contact Details

Name Title LinkedIn Phone Email
J Chris Fugett Credit Repair And Business Financing Consultant
Requires/Intent
Institutional Asset Management
Portfolio Management Solutions
IoT
and more

15. Acuity Wealth Management Advisors

Industry: Investment Management

Location: Kentucky

Website: acuitywma.com

Company Founded: 2015

Company Size: 1-10

Company Address: 444 East Main Street, Lexington, Kentucky, United States

Acuity Wealth Management Advisors Contact Details

Name Title LinkedIn Phone Email
Nathan Slyh Partner And Wealth Advisor
Requires/Intent
Public Relations
Compliance & Risk Management
IPO Advisory
Digital Asset & Cryptocurrency Investment
and more

16. Alphamark Advisors

Industry: Investment Management

Location: Kentucky

Website: alphamarkadvisors.com

Company Founded: 1999

Company Size: 1-10

Alphamark Advisors Contact Details

Name Title LinkedIn Phone Email
Kelly Owens Cfp, Cdfa, Partner
Anne Haggerty Chief Creative Officer And Director Of Operations At Alphamark Advisors
Requires/Intent
E-commerce Integration
Tax Optimization For Investments
Global Market Trend Analysis
and more

17. Moneywatch Advisors

Industry: Investment Management

Location: Kentucky

Company Size: 1-10

Company Address: 121 Walton Avenue, Lexington, Kentucky, United States

Moneywatch Advisors Contact Details

Name Title LinkedIn Phone Email
Ramsey Bova President
Requires/Intent
Tax Optimization For Investments
IT Support
E-commerce Integration
and more

18. Blacksummit Financial Group

Industry: Investment Management

Location: Kentucky

Company Founded: 2010

Company Size: 1-10

Company Address: 105 Wind Haven Drive, Nicholasville, Kentucky, United States

Blacksummit Financial Group Contact Details

Name Title LinkedIn Phone Email
Tyler Thompson Associate
Requires/Intent
AI-Based Credit Risk Assessment
Smart Contracts For Investment
Investor Relations & Reporting
and more

19. Williams Tax & Financial Services

Industry: Investment Management

Location: Kentucky

Website: strategies4wealth.com

Company Size: 1-10

Company Address: 972 Commercial Drive, Richmond, Kentucky, United States

Williams Tax & Financial Services Contact Details

Name Title LinkedIn Phone Email
Tim Williams Advisor
Requires/Intent
Smart Contracts For Investment
Software Development
High-Frequency Trading Solutions
IT Support
and more

20. Bluegrass Angels

Industry: Investment Management

Location: Kentucky

Website: bluegrassangels.com

Company Founded: 2004

Company Size: 1-10

Company Address: 330 East Main Street, Lexington, Kentucky, United States

Bluegrass Angels Contact Details

Name Title LinkedIn Phone Email
Kennedy Ekovich Intern
Requires/Intent
AI-Powered Financial Forecasting
Sales
FinTech Solutions For Investment Firms
Business Expansion
and more

21. Wallace Hart Capital Management

Industry: Investment Management

Location: Kentucky

Website: wallacehart.com

Company Founded: 2017

Company Size: 1-10

Company Address: 1792 Alysheba Way, Lexington, Kentucky, United States

Wallace Hart Capital Management Contact Details

Name Title LinkedIn Phone Email
Chad Kobes Financial Advisor
Requires/Intent
Financial Management
Web Development
IPO Advisory
and more

22. The Financial Group, Llc

Industry: Investment Management

Location: Kentucky

Website: tfgplanner.com

Company Founded: 2013

Company Size: 1-10

Company Address: 901 Highway 68 South, Maysville, Kentucky, United States

The Financial Group, Llc Contact Details

Name Title LinkedIn Phone Email
Michael Rigdon Manager
Gerald Fulk Director Of Pupil Transportation
Glenn Brothers Artist
Stella Hull Manager
Robin Haggard Legal Secretary
Johnny Stahl Professional
Bonnie Parker Teachers Assistant
Requires/Intent and 1 more Employees
Sales
High-Frequency Trading Solutions
Mobile App Development
and more

23. Berea College Motley Fool Investment Club

Industry: Investment Management

Location: Kentucky

Website: powerbi.com

Company Founded: 2016

Company Size: 1-10

Berea College Motley Fool Investment Club Contact Details

Name Title LinkedIn Phone Email
Elyor Tukhtasinov President Elect
Requires/Intent
AI-Powered Financial Forecasting
AI Chatbots
AI-Based Credit Risk Assessment
and more

24. Mainstreet Wealth Management

Industry: Investment Management

Location: Kentucky

Website: mainstreetwealth.net

Company Size: 1-10

Company Address: 325 West Main Street, Louisville, Kentucky, United States

Mainstreet Wealth Management Contact Details

Name Title LinkedIn Phone Email
Jim Hunter Owner
Requires/Intent
Smart Contracts For Investment
Predictive Analytics
Mobile App Development
and more

25. Foster Investment Services, Llc

Industry: Investment Management

Location: Kentucky

Website: fosterinvestment.net

Company Founded: 2017

Company Size: 1-10

Company Address: 151 Prosperous Place, Lexington, Kentucky, United States

Foster Investment Services, Llc Contact Details

Name Title LinkedIn Phone Email
Logan Foster Managing Member
Requires/Intent
Institutional Asset Management
AI
Public Relations
Tax Optimization For Investments
and more

26. Newton Financial Group

Industry: Investment Management

Location: Kentucky

Website: newtonfinancialgroup.com

Company Founded: 2000

Company Size: 1-10

Company Address: 191 West Professional Park Court, Bowling Green, Kentucky, United States

Newton Financial Group Contact Details

Name Title LinkedIn Phone Email
Karen Reynolds Investment Advisor
Requires/Intent
AI
Public Relations
and more

27. Sachs Investment Group

Industry: Investment Management

Location: Kentucky

Website: sachsinvestmentgroup.com

Company Founded: 1974

Company Size: 1-10

Company Address: 1346 South 3rd Street, Louisville, Kentucky, United States

Sachs Investment Group Contact Details

Name Title LinkedIn Phone Email
Jeannie Spencer H R Associate
Requires/Intent
ESG Investing & Impact Analysis
IT Support
and more

28. Star Home Usa

Industry: Investment Management

Location: Kentucky

Website: starhomeusa.com

Company Founded: 1981

Company Size: 1-10

Company Address: 460 South 4th Street, Perryville, Kentucky, United States

Star Home Usa Contact Details

Name Title LinkedIn Phone Email
Cindy Simmons Logistics Coordinator
Requires/Intent
IPO Advisory
Advertising
Financial Due Diligence
and more

29. Legacy Bloodstock Agency, Llc

Industry: Investment Management

Location: Kentucky

Website: legacybloodstock.com

Company Size: 1-10

Legacy Bloodstock Agency, Llc Contact Details

Name Title LinkedIn Phone Email
Kristin Purdy Sales Director
Requires/Intent
SEO
Investor Relations & Reporting
AI-Based Credit Risk Assessment
AI-Powered Financial Forecasting
and more

30. Bosch Financial/ifp Plan Management

Industry: Investment Management

Location: Kentucky

Website: boschfinancial.com

Company Size: 1-10

Company Address: 7620 Dixie Highway, Florence, Kentucky, United States

Bosch Financial/ifp Plan Management Contact Details

Name Title LinkedIn Phone Email
Ed Bosch Investment Advisor
Requires/Intent
High-Frequency Trading Solutions
Advertising
and more

Kentucky Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Bryce Butler Access Ventures Founder And Managing Partner
2 Moses Icyishaka Access Ventures Principal
3 Tim Harris Access Ventures Director Of Marketing And Communications
4 Vanessa Koenigsmark Access Ventures Senior Associate, Access To Capital
5 Matthew Edson Access Ventures Creative Team Intern
6 Hannah Goodwin Access Ventures Creative Intern
7 A.l Kawaja Meridian Wealth Management, Llc Wealth Management Advisor
8 Andrew Norden Meridian Wealth Management, Llc Wealth Managment Advisor
9 Natalie Lee Meridian Wealth Management, Llc Partner And Wealth Management Advisor
10 Katie Lockwood Meridian Wealth Management, Llc Wealth Management Advisor
11 Brandon Schleter Meridian Wealth Management, Llc Wealth Management Advisor
12 Leslie Rion Meridian Wealth Management, Llc Financial Advisor
13 Lexy Schmidt Meridian Wealth Management, Llc Client Services Manager
14 Martha Weeks First Kentucky Securities Corporation Private Wealth Manager
15 Bill Fenwick First Kentucky Securities Corporation Chairman Of The Board, Senior Vice President Investments
16 Chris Mccrea First Kentucky Securities Corporation Private Wealth Advisor
17 Sheree Bollinger First Kentucky Securities Corporation Vice President
18 Ruth Webb First Kentucky Securities Corporation Public Finance Associate
19 Bryan Mccrea First Kentucky Securities Corporation Private Wealth Advisor
20 Austin Flatt First Kentucky Securities Corporation Private Wealth Advisor
21 Sam Vonderheide Atlas Brown, Inc. Associate Financial Advisor And Analyst
22 Brad Glotzbach Atlas Brown, Inc. Senior Relationship Manager
23 Tim Corley Atlas Brown, Inc. Senior Vice President And Senior Wealth Advisor
24 Patricia Anderson Atlas Brown, Inc. Vice President - Client Relations
25 Cheryl Hesen Atlas Brown, Inc. Client Service Officer
26 Troy Braun Atlas Brown, Inc. Family Office Administrator And Human Resources Onsite Supervisor And Assistant To Controller And Office Manager
27 Sally Price Atlas Brown, Inc. Executive Assistant
28 Shawn Clark Accredited Wealth Management Founding Partner And Wealth Advisor
29 Steve Giacobbe Accredited Wealth Management Managing Partner And Chief Investment Officer
30 Shawn Clark Accredited Wealth Management Managing Partner And Wealth Advisor
31 Robert Bolton Iron Bay Capital President, Portfolio Manager
32 Trigg Mitchell Community Trust And Investment Company Vice President, Senior Wealth Advisor
33 Travis Konermann Todd Asset Management Llc Research Analyst
34 John White Todd Asset Management Llc Partner
35 John Poole Todd Asset Management Llc Managing Director, Marketing
36 Shaun Siers Todd Asset Management Llc Portfolio Manager
37 Jeremy Riddle Todd Asset Management Llc Head Trader
38 Jack Holden Todd Asset Management Llc Partner, Senior Portfolio Manager
39 Shaun Siers Todd Asset Management Llc Research Assistant
40 Harry Russell Russell Capital Management Partner

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 Iowa 540
16 Investment Management Startups and Companies in Kansas 337
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 Kentucky