Top 100 Investment Management Startups And Companies in Minnesota

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

Investment Management Startups And Companies in Minnesota

1. Castlelake

Industry: Investment Management

Location: Minnesota

Company Founded: 2005

Company Size: 51-200

Company Address: 90 South 7th Street, Minneapolis, Minnesota, United States

Castlelake Contact Details

Name Title LinkedIn Phone Email
Peter Glerum President
Betsy Sylvester Director
Alex Dauria Director
Stephen Nasca Associate
Jeff Hilligoss Managing Director
Nick Turgeon Global Specialty Finance
Etienne Laubignat Director
Requires/Intent and 87 more Employees
Advertising
AI-Powered Financial Forecasting
Global Market Trend Analysis
Alternative Investment Consulting
CRM Systems
and more

2. Carval Investors

Industry: Investment Management

Location: Minnesota

Website: carvalinvestors.com

Company Founded: 1987

Company Size: 51-200

Company Address: 9320 Excelsior Boulevard, Minneapolis, Minnesota, United States

Carval Investors Contact Details

Name Title LinkedIn Phone Email
Ben Kieke Associate, Compliance
Justin Kulo Chief Human Resources Officer
Brandon Rosen Analyst
Chris Rossini Director Of Technical Operations
Xiaoyu Gu Analyst
Angie Fenske Managing Director
Rob Simmer Vice President
Requires/Intent and 99 more Employees
Tax Optimization For Investments
AI-Powered Financial Forecasting
E-commerce Integration
Private Wealth Management
and more

3. Abbot Downing

Industry: Investment Management

Location: Minnesota

Website: abbotdowning.com

Company Size: 201-500

Company Address: 90 South Seventh Street, Minneapolis, Minnesota, United States

Abbot Downing Contact Details

Name Title LinkedIn Phone Email
Marjorie Wynn Senior Vice President, Head Of Marketing
Awma Mark A. Dold Vice President, Banking
Dave Gutzke Director
Stacey Ackerman Relationship Manager
Rob Farrington Director, Asset Management
Mike Casey Regional Managing Director
Angie Sabel Managing Director
Requires/Intent and 85 more Employees
AI Chatbots
Accounting
Automation
and more

4. Advantus Capital Management

Industry: Investment Management

Location: Minnesota

Website: securianam.com

Company Founded: 1984

Company Size: 51-200

Advantus Capital Management Contact Details

Name Title LinkedIn Phone Email
Cfmc Norman Gaskins Vice President-retail Distribution
Craig Stapleton Chief Information Officer Investment Strategies And Risk
Sara Dewolfe Assistant Portfolio Manager - Private Credit
Drew Smith Vice President, Senior Inv Officer Alt Assets
Jeremy Wheeler Senior Investment Counsel
Tracy Whiteley Business Development Senior Consultant
Amy Theuninck Vp, Institutional Solutions And Head Of Consultant Relations
Requires/Intent and 42 more Employees
Branding
AI Chatbots
SEO
Market Research
and more

5. Whitebox Advisors Llc

Industry: Investment Management

Location: Minnesota

Website: whiteboxadvisors.com

Company Founded: 2000

Company Size: 51-200

Company Address: 3033 Excelsior Boulevard, Minneapolis, Minnesota, United States

Whitebox Advisors Llc Contact Details

Name Title LinkedIn Phone Email
Jason Strate Senior Database Architect
Chris Bemis Head Of Quantitative Analysis And Research
John Wood Portfolio Manager
Teng Huang Analyst
Mark Strefling Chief Executive Officer
Ross Hecht Senior Trader
Stacey Roiger Senior Accountant
Requires/Intent and 42 more Employees
Compliance & Risk Management
Predictive Analytics
Investor Relations & Reporting
Customer Relationship Management
FinTech Solutions For Investment Firms
and more

6. Taatjes Financial Group

Industry: Investment Management

Location: Minnesota

Website: taatjesfinancial.com

Company Founded: 2006

Company Size: 1-10

Company Address: 1104 19th Avenue Southwest, Willmar, Minnesota, United States

Taatjes Financial Group Contact Details

Name Title LinkedIn Phone Email
Jerrid Sebesta Director Of Business Development
Ben Taatjes Financial Advisor
Cynthia Williams Financial Services Assistant
Kendra Peterson Director Of First Impressions
Matt Hoekstra Financial Advisor
Claire Molden Financial Advisor | Paraplanner
Requires/Intent
E-commerce Integration
Digital Marketing
Legal
and more

7. Pohlad Companies

Industry: Investment Management

Location: Minnesota

Website: pohladcompanies.com

Company Size: 1001-5000

Company Address: 60 South 6th Street, Minneapolis, Minnesota, United States

Pohlad Companies Contact Details

Name Title LinkedIn Phone Email
Dorion Taylor Senior Director, Strategic Branding And Marketing
Rachel Lockett Chief Information Officer At Pohlad Companies
Kelli Gill Communications Specialist
Kiel Luse Director
Brooks Armitage Analyst
Denise Mallery Chief Marketing And Communications Officer
Katie Strafaccia Compensation Manager
Requires/Intent and 26 more Employees
Financial Management
Software Development
and more

8. Garda Capital Partners

Industry: Investment Management

Location: Minnesota

Website: gardacp.com

Company Founded: 2015

Company Size: 51-200

Company Address: 90 South 7th Street, Minneapolis, Minnesota, United States

Garda Capital Partners Contact Details

Name Title LinkedIn Phone Email
Jonah Borowick Junior Risk Analyst
Robert Bennett Portfolio Manager
Curtis Kenkel Managing Director, Finance And Liquidity
Alex Seaton Senior Analyst - Finance And Liquidity
Quinn Sullivan Analyst
Arun Rangarajan Analyst
Ken Chen Head Of Business Development
Requires/Intent and 22 more Employees
Compliance & Risk Management
Mobile App Development
Data Security
and more

9. Galliard Capital Management

Industry: Investment Management

Location: Minnesota

Website: galliard.com

Company Founded: 1995

Company Size: 51-200

Company Address: 800 Lasalle Avenue, Minneapolis, Minnesota, United States

Galliard Capital Management Contact Details

Name Title LinkedIn Phone Email
Pete Schmit Senior Director - Client Portfolio Specialist
Mike Norman Senior Managing Principal, Co-president
Jordan Bewley Director
Jennifer Lammers Senior Principal
Shanna Ellefson Associate Director
Steve Patterson Associate, Fixed Income Client Portfolio Specialist
Paul Langanki Senior Director, Institutional Client Relationship Manager
Requires/Intent and 43 more Employees
Robo-Advisors & AI Trading
Branding
Portfolio Management Solutions
FinTech Solutions For Investment Firms
and more

10. Riverbridge Partners, Llc

Industry: Investment Management

Location: Minnesota

Website: riverbridge.com

Company Founded: 1987

Company Size: 11-50

Company Address: 80 South Eighth Street, Minneapolis, Minnesota, United States

Riverbridge Partners, Llc Contact Details

Name Title LinkedIn Phone Email
Andrew Turner Principal
Jason Ahlgren Relationship Manager
Nate Peterfeso Business Analyst
Jay Higgins Principal
Travis Fitzl Operations Analyst
Emily Soltvedt Portfolio Manager, Research Analyst
Drew Harbeck Relationship Manager
Requires/Intent and 25 more Employees
Digital Asset & Cryptocurrency Investment
Technology
High-Frequency Trading Solutions
Global Market Trend Analysis
and more

11. Disciplined Growth Investors

Industry: Investment Management

Location: Minnesota

Website: dginv.com

Company Founded: 1997

Company Size: 11-50

Company Address: 150 South 5th Street, Minneapolis, Minnesota, United States

Disciplined Growth Investors Contact Details

Name Title LinkedIn Phone Email
Katie Brever Client Relationship Manager
Robert Buss Managing Director Of Marketing And Client Service
Rick Martin Chief Executive Officer
Kassandra Mauch Business Analyst
Scott Link Portfolio Manager
Nicholas Hansen Lead Portfolio Manager
Beth Miller Client Relationship Manager
Requires/Intent and 13 more Employees
Data Security
AI-Powered Financial Forecasting
and more

12. Locorr Funds

Industry: Investment Management

Location: Minnesota

Website: locorrfunds.com

Company Founded: 2011

Company Size: 11-50

Company Address: 687 Excelsior Boulevard, Excelsior, Minnesota, United States

Locorr Funds Contact Details

Name Title LinkedIn Phone Email
Sean Katof Senior Vice President Portfolio Manager
Greg Gerhartz Wholesaler
Ruxandra Risko Executive Vice President
Wayne Lefebvre Analyst
Carissa Kemnitz Marketing Coordinator
Brittany Shouman Internal Wholesaler
Jacqualine Boie Director Of Fund Administration
Requires/Intent and 14 more Employees
Software Development
Business Expansion
Smart Contracts For Investment
E-commerce Integration
and more

13. Thrivent Mutual Funds

Industry: Investment Management

Location: Minnesota

Company Founded: 1970

Company Size: 51-200

Thrivent Mutual Funds Contact Details

Name Title LinkedIn Phone Email
Stephanie Fuerniss Digital Experience Product Owner | Web And Mobile
Aifa Michael Romano National Account Manager
Kathy Stelter Vice President, Mutual Funds Chief Operations Officer
Graham Wong Senior Equity Portfolio Manager- Mid Cap Value Portfolios
Nathan Oppedahl Director - Digital Experience
Megan Tulius Web Content Specialist
Travis Sell Senior Equity Analyst
Requires/Intent and 20 more Employees
Compliance & Risk Management
Investor Relations & Reporting
SEO
Smart Contracts For Investment
and more

14. Sit Investment Associates

Industry: Investment Management

Location: Minnesota

Website: sitinvest.com

Company Founded: 1981

Company Size: 51-200

Company Address: 80 South 8th Street, Minneapolis, Minnesota, United States

Sit Investment Associates Contact Details

Name Title LinkedIn Phone Email
Mike Manns Sector Specialist
Bryce Doty Senior Portfolio Manager And Senior Vice President
Mike Marzolf Vice President - Research And Investment Management
Sam Lynch Portfolio Accountant
Jason Miller Municipal Credit Research Analyst
Ron Sit Vice President Research And Investment Management
Mike Hubbard Fixed Income Analyst At Sit Investment Associates
Requires/Intent and 34 more Employees
SEO
Web Development
and more

15. North Sky Capital

Industry: Investment Management

Location: Minnesota

Website: northskycapital.com

Company Founded: 2000

Company Size: 11-50

Company Address: 33 South Sixth Street, Minneapolis, Minnesota, United States

North Sky Capital Contact Details

Name Title LinkedIn Phone Email
Scott Barrington Managing Director And Chief Executive Officer At North Sky Capital, Llc
Danny Zouber Managing Director At North Sky Capital
Gretchen Postula Head Of Investor Relations At North Sky Capital, Llc
Mike Pohlen Managing Director
Bradley Fox Senior Associate
Julie Lewis Operations Coordinator
Requires/Intent
IT Support
Financial Management
Private Wealth Management
Automation
ERP Solutions
and more

16. Granite Equity Partners

Industry: Investment Management

Location: Minnesota

Website: graniteequity.com

Company Founded: 2001

Company Size: 11-50

Company Address: 122 12th Avenue North, Saint Cloud, Minnesota, United States

Granite Equity Partners Contact Details

Name Title LinkedIn Phone Email
Rick Bauerly Founder And Chief Executive Officer
Art Monaghan Partner
Cindy Lamp Board Administrator
Paul Cameron Chief Financial Officer
Laura Despain Communications Coordinator And Office Administrator
Jen Riedeman Marketing Manager
Requires/Intent and 3 more Employees
E-commerce Integration
Financial Due Diligence
Investor Relations & Reporting
and more

17. Punch & Associates Investment Management, Inc.

Industry: Investment Management

Location: Minnesota

Website: punchinvest.com

Company Founded: 2002

Company Size: 11-50

Company Address: 3601 West 76th Street, Edina, Minnesota, United States

Punch & Associates Investment Management, Inc. Contact Details

Name Title LinkedIn Phone Email
Andrew Matysik Managing Partner
Jessica Johnson Managing Partner, Wealth Strategies Group
Rob Bennett Research Analyst
Miraya Gran Operations Analyst
Paul Dwyer Director Of Research
Sam Sheldon Research Analyst
John Carraux Managing Partner
Requires/Intent and 6 more Employees
Cybersecurity Solutions
IT Support
and more

18. Winslow Capital

Industry: Investment Management

Location: Minnesota

Website: winslowcapital.com

Company Founded: 1992

Company Size: 11-50

Winslow Capital Contact Details

Name Title LinkedIn Phone Email
Megan Anderson Managing Director
Kelly Flynn Senior Managing Director, Lead Private Growth Capital Portfolio Manager
Mitch Kaiser Managing Director
Kayla Koester Director, Client Reporting And Data
Michael Palmer President
Sarah Brigley Data Reporting Analyst
Steve Hamill Managing Director, Sector Portfolio Manager
Requires/Intent and 23 more Employees
Market Research
Private Wealth Management
M&A Advisory
and more

19. Gmb Mezzanine Capital

Industry: Investment Management

Location: Minnesota

Website: gmbmezz.com

Company Size: 1-10

Company Address: 50 South 6th Street, Minneapolis, Minnesota, United States

Gmb Mezzanine Capital Contact Details

Name Title LinkedIn Phone Email
Mike Mchugh Managing Partner
Judd Stevens Managing Director
John Helms Vice President
Lucas Hougo Associate
Requires/Intent
Compliance & Risk Management
Cybersecurity Solutions
Data Security
and more

20. Merced Capital (formerly Ebf & Associates)

Industry: Investment Management

Location: Minnesota

Website: mercedcapital.com

Company Founded: 1988

Company Size: 11-50

Company Address: 601 Carlson Parkway, Minnetonka, Minnesota, United States

Merced Capital (formerly Ebf & Associates) Contact Details

Name Title LinkedIn Phone Email
Erik Bender Medical Doctor
Joe Mcelroy Investment Analyst
Steve Kavan Alternative Investment Professional
Robin Radke Associate General Counsel
Nate Reiske Director
Amy Sundell Executive Assistant And Accounts Payable
Jack Leick Programmer And Analyst
Requires/Intent and 15 more Employees
Global Market Trend Analysis
High-Frequency Trading Solutions
FinTech Solutions For Investment Firms
and more

21. Thrivent Asset Management

Industry: Investment Management

Location: Minnesota

Website: thriventfunds.com

Company Founded: 1970

Company Size: 201-500

Company Address: 901 South Marquette Avenue, Minneapolis, Minnesota, United States

Thrivent Asset Management Contact Details

Name Title LinkedIn Phone Email
Joanna Miller Marketing Manager
Oketekyie Dakwa-agyekum Financial Reporting Manager
Jessica Murray Intermediate Portfolio Manager
Patrick Farley Intermediate Equity Research Analyst
Jared Hagen Investment Product Specialist
Brian Salami Intermediate Equity Research Analyst
Maxime Shaughnessy Regional Hybrid Investment Consultant - North
Requires/Intent and 15 more Employees
Financial Management
CRM Systems
Robo-Advisors & AI Trading
and more

22. Carlson Funds Enterprise

Industry: Investment Management

Location: Minnesota

Company Size: 11-50

Company Address: 321 19th Avenue South, Minneapolis, Minnesota, United States

Carlson Funds Enterprise Contact Details

Name Title LinkedIn Phone Email
Susanna Gibbons Managing Director
Viraj Sanghavi Senior Class Representative
Stephen Sturek Growth Equity Research Analyst
Jason Butina Equity Research Analyst Intern
Trevor Marquardt Equity Research Intern
Zachary Seng Equity Research Analyst
David Camacho Portfolio Manager
Requires/Intent and 10 more Employees
AI-Based Credit Risk Assessment
Legal
Tax Optimization For Investments
and more

23. Proterra Investment Partners

Industry: Investment Management

Location: Minnesota

Website: proterrapartners.com

Company Founded: 2016

Company Size: 11-50

Proterra Investment Partners Contact Details

Name Title LinkedIn Phone Email
Matthew Swanson Managing Director, Food And Agribusiness Credit Strategy
Andrzej Kabarowski Managing Director, Head Of Risk And Esg
Andrew Connor Associate
Matt Wieland Manager, Fund Accounting
Siri Braun Accounting Manager
Matt Waller Chief Financial Officer
Rochelle Rutman Compliance Manager
Requires/Intent and 15 more Employees
ERP Solutions
Digital Marketing
and more

24. Minneapolis Portfolio Management Group, Llc

Industry: Investment Management

Location: Minnesota

Website: mpmgllc.com

Company Founded: 1995

Company Size: 1-10

Company Address: 80 South 8th Street, Minneapolis, Minnesota, United States

Minneapolis Portfolio Management Group, Llc Contact Details

Name Title LinkedIn Phone Email
Herb Schechter Cpa-managing Director
Jim Rhodes Endowments And Pension Director
Cimaâ Kathryn Hubert Operations Associate
Harrison Grodnick Senior Portfolio Manager, Principal At Minneapolis Portfolio Management Group Llc
Mikki Prince Marketing And Operations Associate
Luke Johnson Trader And Operations Associate
Laura Friend Trading And Operations
Requires/Intent and 4 more Employees
High-Frequency Trading Solutions
Financial Management
Hedge Fund Strategies
Predictive Analytics
and more

25. Magni Global Asset Management Llc

Industry: Investment Management

Location: Minnesota

Website: magniglobal.com

Company Founded: 2008

Company Size: 1-10

Magni Global Asset Management Llc Contact Details

Name Title LinkedIn Phone Email
Mark Schlafly Independent Director
Brad Hanson Managing Director
Donald Decourcy Assistant Portfolio Manager And Director Of Operations
Roger Conant Chairman And Founder
Treyton Neuharth Research Analyst
Geoff Dierenfeldt Research Intern
Requires/Intent
Sales
Private Wealth Management
ERP Solutions
IT Support
and more

26. Tealwood Asset Management

Industry: Investment Management

Location: Minnesota

Website: tealwood.com

Company Founded: 1987

Company Size: 11-50

Company Address: 120 6th Street South, Minneapolis, Minnesota, United States

Tealwood Asset Management Contact Details

Name Title LinkedIn Phone Email
Todd Krough Senior Wealth Management Advisor
Charles Mahar President And Chief Investment Officer At Tealwood Asset Management
Evan Welle Investment Advisor
Steve Richter Principal And Investment Committee Chairman
Michelle Warneke Director Of Operations
Awma Wendy K. Bennis Senior Wealth Management Advisor
John Zevnick Wealth Management Advisor
Requires/Intent and 6 more Employees
Financial Management
Investor Relations & Reporting
Sales
and more

27. First Light Asset Management

Industry: Investment Management

Location: Minnesota

Website: firstlightam.com

Company Founded: 2013

Company Size: 11-50

Company Address: 3300 Edinborough Way, Edina, Minnesota, United States

First Light Asset Management Contact Details

Name Title LinkedIn Phone Email
Tim Gullickson Managing Director, Business Development
Matt Arens Chief Executive Officer, Senior Portfolio Manager
Robert Kagel Head Of Trading
Dave Therkelsen Senior Research Analyst, Principal
Amanda Arens Marketing And Communications Specialist And Principal
Apma Charlie Kretschmer Director Of Business Development
Peter Conrad Chief Operating Officer, Chief Financial Officer
Requires/Intent and 3 more Employees
High-Frequency Trading Solutions
Cloud Hosting
and more

28. Sawtooth Solutions

Industry: Investment Management

Location: Minnesota

Website: sawtootham.com

Company Founded: 2009

Company Size: 11-50

Company Address: 3600 American Boulevard West, Bloomington, Minnesota, United States

Sawtooth Solutions Contact Details

Name Title LinkedIn Phone Email
T Scott Peterson Vice President Of Sales
Jared Hillman Vice President Of Trading
Jeffrey Schuh Chief Financial Officer And Chief Compliance Officer
Colin Jacobsen Financial Operations Analyst Intern
Angela Wood Chief Financial Officer And Chief Compliance Officer
Brent Blanchette Salesforce Architect
Sheldon Tan Software Developer
Requires/Intent and 11 more Employees
Data Security
AI-Powered Financial Forecasting
and more

29. Prairieview Partners

Industry: Investment Management

Location: Minnesota

Website: prairieviewpartners.com

Company Founded: 2008

Company Size: 11-50

Prairieview Partners Contact Details

Name Title LinkedIn Phone Email
Bo Aylin Partner
Kelly Jordan Client Service Coordinator
Msfp Daniel Weiss Financial Planning Analyst
Matt Duncomb Senior Client Service Coordinator
Jonathan Jaranson Partner, Prairieview Partners Llc
Nathalie Dhani Client Service Coordinator
Ellan Howley Associate Wealth Manager
Requires/Intent and 8 more Employees
Smart Contracts For Investment
AI-Powered Financial Forecasting
SEO
Tax Optimization For Investments
Robo-Advisors & AI Trading
and more

30. The Media Manager

Industry: Investment Management

Location: Minnesota

Website: themediamgr.com

Company Size: 1-10

Company Address: 3625 10th Lane Northwest, Rochester, Minnesota, United States

The Media Manager Contact Details

Name Title LinkedIn Phone Email
Chad Faltz Vice President Of Business Development
Lauren Murphy Chief Of Staff
Brian Bos Chief Executive Officer
Brianna Schimek Media Analyst
Requires/Intent
Smart Contracts For Investment
Data Security
and more

31. Factright, Llc

Industry: Investment Management

Location: Minnesota

Website: factright.com

Company Founded: 2006

Company Size: 11-50

Factright, Llc Contact Details

Name Title LinkedIn Phone Email
Leah Berend Controller And Chief Administrative Officer
Gavin Aydt Due Diligence Analyst
Brandon Raatikka Vice President - Due Diligence Services At Factright, Llc
Kathryn Stephany General Counsel
Jacob Heidkamp Co President
Adam Burns Quantitative Research Analyst
Jaydee Lindgren Bookkeeper And Office Associate
Requires/Intent and 6 more Employees
Digital Marketing
Cloud Solutions
Business Expansion
and more

32. Cahill Financial Advisors, Inc.

Industry: Investment Management

Location: Minnesota

Website: cahillfa.com

Company Founded: 1980

Company Size: 11-50

Company Address: 7261 Ohms Lane, Edina, Minnesota, United States

Cahill Financial Advisors, Inc. Contact Details

Name Title LinkedIn Phone Email
Scott Oeth Principal, Cahill Financial Advisors
Kevin O’laughlin Financial Planner
James Bryan Principal - Wealth Management
Andy Tate Principal - Wealth Manager
Paige Chaussee Operations Support Specialist
Rachel Thorson Manager
Greg Blenkush Principal - Wealth Management
Requires/Intent and 3 more Employees
Web Development
High-Frequency Trading Solutions
AI
and more

33. Granite Partners

Industry: Investment Management

Location: Minnesota

Company Founded: 2002

Company Size: 11-50

Company Address: 122 12th Avenue North, Saint Cloud, Minnesota, United States

Granite Partners Contact Details

Name Title LinkedIn Phone Email
Angie Complin Talent Director
Tracy Schulte Technology And Wellbeing Director
Requires/Intent
Portfolio Management Solutions
FinTech Solutions For Investment Firms
Web Development
and more

34. Okabena Co.

Industry: Investment Management

Location: Minnesota

Website: okabena.com

Company Size: 11-50

Okabena Co. Contact Details

Name Title LinkedIn Phone Email
Jim Field President
Justin Langager Accounting Manager And It Administrator
Chad Cadwell Individual Tax Compliance Manager
Stephanie Vitt Senior Client Relationship Manager At Okabena Co
Bruce Paulson Senior Wealth Manager
Jay Cruz Partnership Compliance Associate Tax Manager At Okabena Co
Nicole Sawyer Client Investment Associate At Okabena Investment Services
Requires/Intent and 14 more Employees
IT Support
IoT
Software Development
Portfolio Management Solutions
and more

35. White Oaks Wealth Advisors, Inc

Industry: Investment Management

Location: Minnesota

Website: whiteoakswealth.com

Company Founded: 1986

Company Size: 1-10

Company Address: 80 South 8th Street, Minneapolis, Minnesota, United States

White Oaks Wealth Advisors, Inc Contact Details

Name Title LinkedIn Phone Email
Sharon Bloodworth Chief Executive Officer
Laura Bereiter Director Of Tax And Financial Planning
Laura Nickolay Financial Advisor And Senior Tax Associate
Macc Laura C. Nickolay Financial Advisor And Senior Tax Associate
Sam Mader Intern
Cyndi Castle Certified Senior Advisor Vice President - Family Office Services
Requires/Intent and 1 more Employees
Public Relations
Institutional Asset Management
IPO Advisory
Private Wealth Management
and more

36. Castlelake

Industry: Investment Management

Location: Minnesota

Website: castlelake.com

Company Founded: 2005

Company Size: 201-500

Company Address: 90 South 7th Street, Minneapolis, Minnesota, United States

Castlelake Contact Details

Name Title LinkedIn Phone Email
Ricardo De Armas Director
Gina Peyton Partner, Head Of Capital Formation
Ryan Gochenaur Director -- Business And Portfolio Analytics
Danielle Remer Associate Director Of Tax
Kevin Tollefson Associate
Habib Gobeni Treasury Analyst
Robert Jakubauskas International Tax Director
Requires/Intent and 4 more Employees
CRM Systems
Tax Optimization For Investments
Web Development
IoT
and more

37. Allodium Investment Consultants

Industry: Investment Management

Location: Minnesota

Website: aicria.com

Company Founded: 2005

Company Size: 11-50

Company Address: 500 Washington Avenue South, Minneapolis, Minnesota, United States

Allodium Investment Consultants Contact Details

Name Title LinkedIn Phone Email
Derek Van Calligan Investment Consultant
Naomi Black Client Service Associate
Rachel Halverson Financial Planning And Marketing Associate
Victoria Simpson Client Service Associate
Renae Mottaz Client Service Associate
Suzanne Tudor Senior Investment Consultant
Ilona Avraamides Marketing Associate
Requires/Intent and 4 more Employees
Web Development
Software Development
Legal
and more

38. Everstream Energy Capital Management

Industry: Investment Management

Location: Minnesota

Website: everstreamcapital.com

Company Founded: 2012

Company Size: 11-50

Company Address: 21960 Minnetonka Boulevard, Excelsior, Minnesota, United States

Everstream Energy Capital Management Contact Details

Name Title LinkedIn Phone Email
Pj Lee Founder And Managing Partner
Requires/Intent
Digital Asset & Cryptocurrency Investment
Cloud Hosting
Institutional Asset Management
Public Relations
Market Research
and more

39. Ulland Investment Advisors

Industry: Investment Management

Location: Minnesota

Website: ullandinvestment.com

Company Founded: 1997

Company Size: 1-10

Company Address: 80 South 8th Street, Minneapolis, Minnesota, United States

Ulland Investment Advisors Contact Details

Name Title LinkedIn Phone Email
Nat Beebe Portfolio Manager
Jared Plotz Director Of Research
Nasra Omar Client Service Associate
James Ulland President
James Skjong Director Of Trading, Operations And Compliance
Andy Evans Research Analyst Intern
Requires/Intent
FinTech Solutions For Investment Firms
Accounting
Business Expansion
Portfolio Management Solutions
CRM Systems
and more

40. Aware Asset Management, Inc.

Industry: Investment Management

Location: Minnesota

Website: awareassetmgmt.com

Company Size: 1-10

Company Address: 3535 Blue Cross Road, Eagan, Minnesota, United States

Aware Asset Management, Inc. Contact Details

Name Title LinkedIn Phone Email
Ian Carroll Head Of Corporate Credit Research
Stephen Smitley Head Of Structured Products
Mary Gronseth Portfolio Specialist
Andrea Roemhildt Investment Manager
Daniel Rong Quantitative Analyst
Requires/Intent
Predictive Analytics
Sales
and more

41. Summit Creek Advisors

Industry: Investment Management

Location: Minnesota

Website: summitcreekadvisors.com

Company Founded: 2005

Company Size: 1-10

Company Address: 120 South Sixth Street, Minneapolis, Minnesota, United States

Summit Creek Advisors Contact Details

Name Title LinkedIn Phone Email
Steve Sorenson Director Of Marketing And Client Service
Joe Docter Chief Executive Officer
Jason Mitchell Chief Compliance Officer
John Crowther Senior Research Analyst
Adam Benson Managing Partner
Requires/Intent
IoT
AI-Based Credit Risk Assessment
CRM Systems
and more

42. City Homes Design + Build, Llc

Industry: Investment Management

Location: Minnesota

Website: cityhomesllc.com

Company Founded: 2009

Company Size: 1-10

Company Address: 3918 Sunnyside Road, Minneapolis, Minnesota, United States

City Homes Design + Build, Llc Contact Details

Name Title LinkedIn Phone Email
Katie Radcliffe Project Director
Erich Hastreiter Managing Director
Rebecca Remick Owner And Manager
Evan Giffin Carpenter
Requires/Intent
Web Development
FinTech Solutions For Investment Firms
Compliance & Risk Management
Business Expansion
and more

43. Provenire Capital Llc

Industry: Investment Management

Location: Minnesota

Website: provenirecapital.com

Company Founded: 2013

Company Size: 1-10

Company Address: 9855 West 78th Street, Eden Prairie, Minnesota, United States

Provenire Capital Llc Contact Details

Name Title LinkedIn Phone Email
Tony Daffer Managing Partner
John Wilkin Associate Equity Research Analyst
Matthew Larson Senior Analyst
Kyle Kauma Equity Research Intern
Requires/Intent
IT Support
Hedge Fund Strategies
AI-Powered Financial Forecasting
and more

44. Razor Capital, Llc

Industry: Investment Management

Location: Minnesota

Website: razor-capital.com

Company Founded: 2008

Company Size: 11-50

Company Address: 8000 Norman Center Drive, Bloomington, Minnesota, United States

Razor Capital, Llc Contact Details

Name Title LinkedIn Phone Email
Chris Winkler Chief Executive Officer
Robert Johnson President
Requires/Intent
ESG Investing & Impact Analysis
HR & Payroll Services
and more

45. Olympus Ventures Llc

Industry: Investment Management

Location: Minnesota

Company Founded: 2000

Company Size: 11-50

Olympus Ventures Llc Contact Details

Name Title LinkedIn Phone Email
Bryan Rohde Financial Accountant
Requires/Intent
Legal
Web Development
FinTech Solutions For Investment Firms
and more

46. Liniam Capital

Industry: Investment Management

Location: Minnesota

Website: liniam.com

Company Size: 1-10

Liniam Capital Contact Details

Name Title LinkedIn Phone Email
Keith Hembre Chief Investment Officer
Requires/Intent
Technology
Alternative Investment Consulting
Customer Relationship Management
and more

47. Rebound Enterprises

Industry: Investment Management

Location: Minnesota

Website: reboundenterprises.com

Company Founded: 2008

Company Size: 11-50

Company Address: 527 Professional Drive, Northfield, Minnesota, United States

Rebound Enterprises Contact Details

Name Title LinkedIn Phone Email
Lori Bonin President And General Partner, Rebound Community Real Estate Fund
Scott Koester Rebound Real Estate: President
Ryan Torbenson Business Analyst
Dana Frederixon Assistant Controller
Requires/Intent
Investor Relations & Reporting
Accounting
Legal
Market Research
and more

48. Slocum

Industry: Investment Management

Location: Minnesota

Website: jslocum.com

Company Founded: 1986

Company Size: 11-50

Company Address: 43 Main Street Southeast, Minneapolis, Minnesota, United States

Slocum Contact Details

Name Title LinkedIn Phone Email
Kelly Reagan Investment Analyst At Jeffrey Slocum And Associates
Paul Burne Key Account
Matthew Waggoner Investment Analyst
Linda Mcnamara Executive Adminstrative Assistant
Iva Petrova Associate Private Equity
Ryan Thomes Global Equity Senior Research Associate
Leah Kariniemi Research Assistant
Requires/Intent and 8 more Employees
Data Security
Portfolio Management Solutions
AI-Powered Financial Forecasting
and more

49. Jd Kreps Financial Group

Industry: Investment Management

Location: Minnesota

Website: jdkreps.com

Company Size: 1-10

Company Address: 309 Lakeland Drive Southeast, Willmar, Minnesota, United States

Jd Kreps Financial Group Contact Details

Name Title LinkedIn Phone Email
Jon Kreps Investment Advisor Representative
Scott Kragh Staff Member
Carli Bothun Non-registered Sales Assistant
Scott Lundy Registered Assistant
Requires/Intent
Business Expansion
FinTech Solutions For Investment Firms
Robo-Advisors & AI Trading
and more

50. Okabena Advisors

Industry: Investment Management

Location: Minnesota

Company Size: 1-10

Company Address: 80 South 8th Street, Minneapolis, Minnesota, United States

Okabena Advisors Contact Details

Name Title LinkedIn Phone Email
Deborah Weiss Managing Director And Senior Client Relationship Manager
Requires/Intent
M&A Advisory
Financial Due Diligence
Branding
Smart Contracts For Investment
and more

51. Yes Wealth Management

Industry: Investment Management

Location: Minnesota

Website: yeswealth.com

Company Founded: 1990

Company Size: 1-10

Company Address: 86 Mahtomedi Avenue, Mahtomedi, Minnesota, United States

Yes Wealth Management Contact Details

Name Title LinkedIn Phone Email
Jay Heflin Partner
Requires/Intent
IoT
High-Frequency Trading Solutions
Risk Management & Compliance
E-commerce Integration
Tax Optimization For Investments
and more

52. Speece Thorson Capital Group, Inc.

Industry: Investment Management

Location: Minnesota

Website: stcapital.com

Company Founded: 1992

Company Size: 1-10

Speece Thorson Capital Group, Inc. Contact Details

Name Title LinkedIn Phone Email
Pete Swanson Principal And Portfolio Manager
Judy Haeg Office Manager
Matt Weight Principal
Beth Bachmeier Portfolio Administrator
Requires/Intent
Smart Contracts For Investment
Public Relations
Financial Due Diligence
and more

53. Nicollet Investment Management

Industry: Investment Management

Location: Minnesota

Website: nicolletinvest.com

Company Founded: 1971

Company Size: 1-10

Company Address: 800 North Washington Avenue, Minneapolis, Minnesota, United States

Nicollet Investment Management Contact Details

Name Title LinkedIn Phone Email
Marc Hadley Senior Managing Director
Jamie Raatz Director Of Client Services
Nick Heyer Managing Director
Jodi Behrends Director Of Client Services
Mark Hoonsbeen Principal
Requires/Intent
IoT
Cybersecurity Solutions
and more

54. Ledge Wealth Management, Inc

Industry: Investment Management

Location: Minnesota

Website: ledgewealth.com

Company Founded: 2010

Company Size: 1-10

Company Address: 2147 Troop Drive, Sartell, Minnesota, United States

Ledge Wealth Management, Inc Contact Details

Name Title LinkedIn Phone Email
Cdfa Gina K. Bartell Investment Manager
Sam Ronlund Financial Advisor
Kevin Kluesner Independent Financial Advisor
Robin Schaa Client Service Coordinator
Requires/Intent
Customer Relationship Management
Predictive Analytics
High-Frequency Trading Solutions
and more

55. Quantitative Advantage, Llc (qa)

Industry: Investment Management

Location: Minnesota

Website: qaglobal.net

Company Founded: 2000

Company Size: 11-50

Company Address: 10400 Yellow Circle Drive, Minnetonka, Minnesota, United States

Quantitative Advantage, Llc (qa) Contact Details

Name Title LinkedIn Phone Email
Mark Sullivan Manager Of Operations And Compliance
Tj Sigstad Manager Of Trading And Portfolio Operations At Quantitative Advantage, Llc
Mike Finnegan Business Development Associate
Mike Cherian Director Of Compliance
Requires/Intent
Alternative Investment Consulting
Smart Contracts For Investment
AI Chatbots
and more

56. Blue Rock Advisors

Industry: Investment Management

Location: Minnesota

Website: blue-rock.com

Company Size: 11-50

Company Address: 445 East Lake Street, Wayzata, Minnesota, United States

Blue Rock Advisors Contact Details

Name Title LinkedIn Phone Email
David Monge Senior Fund Accountant
Michael Lorenzen Managing Director
Tyler Rodeheffer Senior Analyst
Requires/Intent
Tax Optimization For Investments
HR & Payroll Services
Sales
AI
M&A Advisory
and more

57. Brown Wealth Management

Industry: Investment Management

Location: Minnesota

Website: brownwealth.com

Company Founded: 2002

Company Size: 1-10

Company Address: 12100 Singletree Lane, Eden Prairie, Minnesota, United States

Brown Wealth Management Contact Details

Name Title LinkedIn Phone Email
Michael Urch Associate Advisor
Joni Hunt Financial Assistant
Requires/Intent
E-commerce Integration
Customer Relationship Management
Cloud Hosting
and more

58. The Clifton Group

Industry: Investment Management

Location: Minnesota

Website: thecliftongroup.com

Company Founded: 1972

Company Size: 11-50

Company Address: 3600 Minnesota Drive, Edina, Minnesota, United States

The Clifton Group Contact Details

Name Title LinkedIn Phone Email
Steven Bedell Senior Investment Accountant
Rachel Struckmeyer Intern
Requires/Intent
IPO Advisory
Portfolio Management Solutions
and more

59. Akm Advisory, Llc

Industry: Investment Management

Location: Minnesota

Website: akmadvisory.com

Company Founded: 2014

Company Size: 1-10

Company Address: 5200 Willson Road, Edina, Minnesota, United States

Akm Advisory, Llc Contact Details

Name Title LinkedIn Phone Email
Adam Mans Principal
Requires/Intent
Data Security
Software Development
Customer Relationship Management
and more

60. Carpathian Capital Management

Industry: Investment Management

Location: Minnesota

Website: carpathiancapital.com

Company Size: 1-10

Company Address: 7640 West 78th Street, Edina, Minnesota, United States

Carpathian Capital Management Contact Details

Name Title LinkedIn Phone Email
Brandon Nelson Director Of Finance
Matt Forster Chief Operating Officer At Carpathian Capital
Requires/Intent
AI-Powered Financial Forecasting
Public Relations
Business Expansion
Smart Contracts For Investment
Cybersecurity Solutions
and more

61. Franklin Bancorp Inc

Industry: Investment Management

Location: Minnesota

Website: fbtco.com

Company Founded: 1982

Company Size: 1-10

Franklin Bancorp Inc Contact Details

Name Title LinkedIn Phone Email
Guy Waggoner Senior Vice President And Senior Trust Officer
Tracy Floyd-strahan Mortgage Loan Officer
Pat Long Vice President
Reba Deberry Vice President
Cathy Dillard Executive Assistant And Stock Registrar
Kirk Pierce Executive Vice President
Requires/Intent
Financial Management
Automation
and more

62. The Schuett Companies Inc.

Industry: Investment Management

Location: Minnesota

Website: schuettco.com

Company Founded: 1968

Company Size: 11-50

Company Address: 620 Mendelssohn Avenue, Golden Valley, Minnesota, United States

The Schuett Companies Inc. Contact Details

Name Title LinkedIn Phone Email
Kendall Duncan Director Of Nursing
Stacy Grosse Director Of Compliance
Kimberly Williams Payroll And Accounting Administrator
Brandon Eisenbeis Regional Director Of Housing
Jack Schuett Chief Executive Officer
Alicia Witherspoon Vice President Of Finance
Tim Fayville Maintenance
Requires/Intent and 8 more Employees
Cloud Hosting
Automation
M&A Advisory
Mobile App Development
and more

63. Miles Franklin

Industry: Investment Management

Location: Minnesota

Website: milesfranklin.com

Company Founded: 1990

Company Size: 11-50

Company Address: 801 Twelve Oaks Center Drive, Wayzata, Minnesota, United States

Miles Franklin Contact Details

Name Title LinkedIn Phone Email
Richard Ansel National Sales Specialist
John Herbert Director Of Sales And Operations
Zhanna Schectman Social Media
Andy Schectman Owner
Requires/Intent
Institutional Asset Management
Digital Asset & Cryptocurrency Investment
HR & Payroll Services
and more

64. Linden Hills Capital

Industry: Investment Management

Location: Minnesota

Website: lindenhillscap.com

Company Founded: 2010

Company Size: 1-10

Company Address: 4243 Linden Hills Boulevard, Minneapolis, Minnesota, United States

Linden Hills Capital Contact Details

Name Title LinkedIn Phone Email
Michael Bransford Investment Consultant | Fiduciary Advisor
Requires/Intent
HR & Payroll Services
Software Development
Financial Due Diligence
Tax Optimization For Investments
and more

65. Foundry Partners, Llc

Industry: Investment Management

Location: Minnesota

Website: foundrypartnersllc.com

Company Founded: 2013

Company Size: 11-50

Company Address: 323 Washington Avenue North, Minneapolis, Minnesota, United States

Foundry Partners, Llc Contact Details

Name Title LinkedIn Phone Email
Patrick Hermes Investment Operations Analyst And Backup Trader
Michelle Martenson Executive Administrative Assistant
Sara Saunders Chief Financial Officer, Partner
Colleen Maher Executive Assistant
Requires/Intent
HR & Payroll Services
AI-Based Credit Risk Assessment
and more

66. Riverland Ag Corp

Industry: Investment Management

Location: Minnesota

Company Size: 11-50

Riverland Ag Corp Contact Details

Name Title LinkedIn Phone Email
Amy Woodward Commodities Trader
Adam Smith Wheat Merchandiser
Stephen Kucala Facility Manager
Rick Redd Regional Manager
Craig Reiners Chief Operating Officer
Steve Riesgraf Superintendent
Dwight Coale Commodity Analyst
Requires/Intent and 3 more Employees
Software Development
IPO Advisory
AI
Cloud Hosting
Institutional Asset Management
and more

67. Epiq Partners, Llc

Industry: Investment Management

Location: Minnesota

Website: epiqpartnersllc.com

Company Founded: 2012

Company Size: 1-10

Company Address: 2919 Knox Avenue South, Minneapolis, Minnesota, United States

Epiq Partners, Llc Contact Details

Name Title LinkedIn Phone Email
Daniel Aronson Managing Partner
Julie Ellison Office Manager
Requires/Intent
Hedge Fund Strategies
Cybersecurity Solutions
Public Relations
Mobile App Development
ESG Investing & Impact Analysis
and more

68. Curtis Squire, Inc.

Industry: Investment Management

Location: Minnesota

Website: curtissquire.com

Company Founded: 1955

Company Size: 501-1000

Company Address: 7777 Golden Triangle Drive, Eden Prairie, Minnesota, United States

Curtis Squire, Inc. Contact Details

Name Title LinkedIn Phone Email
Betsy Conway Human Resources Director
Requires/Intent
Institutional Asset Management
IT Support
Smart Contracts For Investment
and more

69. Black River Asset Management

Industry: Investment Management

Location: Minnesota

Website: black-river.com

Company Founded: 2003

Company Size: 51-200

Company Address: 9320 Excelsior Boulevard, Hopkins, Minnesota, United States

Black River Asset Management Contact Details

Name Title LinkedIn Phone Email
Derek Holmes Managing Director And Pm
Martha Smith Senior Financial Analyst
Tim Magnusson Senior Portfolio Manager
Requires/Intent
ERP Solutions
Cloud Solutions
and more

70. Peregrine Capital Management, Llc

Industry: Investment Management

Location: Minnesota

Website: peregrine.com

Company Founded: 1984

Company Size: 11-50

Company Address: 800 Lasalle Avenue, Minneapolis, Minnesota, United States

Peregrine Capital Management, Llc Contact Details

Name Title LinkedIn Phone Email
Ryan Smith Associate Portfolio Manager
Requires/Intent
AI
Advertising
Customer Relationship Management
Digital Marketing
and more

71. Gamma Investment Management

Industry: Investment Management

Location: Minnesota

Website: investwithgamma.com

Company Founded: 2018

Company Size: 1-10

Company Address: P/o Box 144, Lake Elmo, Minnesota, United States

Gamma Investment Management Contact Details

Name Title LinkedIn Phone Email
James Mahnke Chief Information Officer And Portfolio Manager
Requires/Intent
Hedge Fund Strategies
Customer Relationship Management
Smart Contracts For Investment
and more

72. Clearwater Equity Group

Industry: Investment Management

Location: Minnesota

Company Founded: 1997

Company Size: 1-10

Company Address: 1660 Highway 100 South, Saint Louis Park, Minnesota, United States

Clearwater Equity Group Contact Details

Name Title LinkedIn Phone Email
Kathryn Locascio Office Manager
Requires/Intent
Portfolio Management Solutions
Market Research
SEO
and more

73. First American Funds

Industry: Investment Management

Location: Minnesota

Website: firstamericanfunds.com

Company Size: 1-10

First American Funds Contact Details

Name Title LinkedIn Phone Email
Shelly Genetti Managing Director, First American Funds - Money Market Mutual Funds
Debra Pallazza Strategic Marketing Manager At First American Funds
Requires/Intent
Alternative Investment Consulting
Institutional Asset Management
AI Chatbots
Legal
and more

74. Azure Wealth Management

Industry: Investment Management

Location: Minnesota

Website: azurewm.com

Company Founded: 2014

Company Size: 1-10

Company Address: 75 West 5th Street, Saint Paul, Minnesota, United States

Azure Wealth Management Contact Details

Name Title LinkedIn Phone Email
Elyse Jensen Founding Partner
Emily Ebbs Director Of Operations
Requires/Intent
Advertising
FinTech Solutions For Investment Firms
and more

75. Superior Financing, Inc Nmls #331228

Industry: Investment Management

Location: Minnesota

Website: supfi.com

Company Size: 1-10

Superior Financing, Inc Nmls #331228 Contact Details

Name Title LinkedIn Phone Email
John Ludwig Mortgage Broker Nmls # 333073
Requires/Intent
Compliance & Risk Management
Tax Optimization For Investments
Robo-Advisors & AI Trading
and more

76. Kopp Investment Advisors

Industry: Investment Management

Location: Minnesota

Website: koppinvestments.com

Company Founded: 1990

Company Size: 1-10

Company Address: 8400 Normandale Lake Boulevard, Bloomington, Minnesota, United States

Kopp Investment Advisors Contact Details

Name Title LinkedIn Phone Email
Adam Engebretson Senior Portfolio Manager
Sally Anderson President, Senior Strategist
Sally Anderson President, Senior Strategist
Requires/Intent
Advertising
Robo-Advisors & AI Trading
Financial Management
and more

77. Abbey Hill Financial Advisors

Industry: Investment Management

Location: Minnesota

Website: abbeyhilladvisors.com

Company Founded: 2003

Company Size: 1-10

Abbey Hill Financial Advisors Contact Details

Name Title LinkedIn Phone Email
Tim Goodyear Wealth Manager At Abbey Hill Financial Advisors, Llc
Requires/Intent
Mobile App Development
E-commerce Integration
Cloud Hosting
and more

78. Advantus Capital Management

Industry: Investment Management

Location: Minnesota

Company Founded: 1984

Company Size: 51-200

Advantus Capital Management Contact Details

Name Title LinkedIn Phone Email
Lena Harhaj Vice President And Portfolio Manager
Kirstin Lunzer Executive Assistant To The President
Requires/Intent
Robo-Advisors & AI Trading
Compliance & Risk Management
and more

79. Saffron Capital & Technology, Llc

Industry: Investment Management

Location: Minnesota

Website: saffroncapital.com

Company Founded: 2019

Company Size: 1-10

Company Address: 2836 Lyndale Avenue South, Minneapolis, Minnesota, United States

Saffron Capital & Technology, Llc Contact Details

Name Title LinkedIn Phone Email
Jackie Starbird Marketing Director
Requires/Intent
IPO Advisory
Technology
FinTech Solutions For Investment Firms
E-commerce Integration
M&A Advisory
and more

80. Gs Investments

Industry: Investment Management

Location: Minnesota

Website: gsinvestments.com

Company Founded: 1992

Company Size: 1-10

Gs Investments Contact Details

Name Title LinkedIn Phone Email
John Steinke President And Managing Principal
Sheri Ritchie Investment Associte At Gs Investments
Requires/Intent
E-commerce Integration
Robo-Advisors & AI Trading
Accounting
and more

81. Cookson Financial, Llc

Industry: Investment Management

Location: Minnesota

Website: cooksonfinancial.com

Company Size: 1-10

Cookson Financial, Llc Contact Details

Name Title LinkedIn Phone Email
Matthew Cookson Managing Advisor
Requires/Intent
Compliance & Risk Management
Technology
Cloud Hosting
and more

82. Genovest

Industry: Investment Management

Location: Minnesota

Website: genovest.com

Company Size: 1-10

Genovest Contact Details

Name Title LinkedIn Phone Email
Dustin Passofaro Founder And Chief Technology Officer
Requires/Intent
Software Development
Hedge Fund Strategies
and more

83. Ebf & Associates

Industry: Investment Management

Location: Minnesota

Company Founded: 1988

Company Size: 11-50

Company Address: 601 Carlson Parkway, Minnetonka, Minnesota, United States

Ebf & Associates Contact Details

Name Title LinkedIn Phone Email
Amy Sundell-copeland Executive Assistant
Joel Anderson Chief Financial Officer At Merced Capital
Robert Kerr No Title
Shannon Canny Accounts Payable Specialist
Chris Gondeck Chief Financial Officer
Requires/Intent
Market Research
Risk Management & Compliance
Digital Marketing
AI
IPO Advisory
and more

84. Palisade Asset Management

Industry: Investment Management

Location: Minnesota

Website: palisadeassetmanagement.com

Company Size: 1-10

Company Address: 100 South Fifth Street, Minneapolis, Minnesota, United States

Palisade Asset Management Contact Details

Name Title LinkedIn Phone Email
Diane Andrajack Client Service Manager
Jennifer Mccord Chief Compliance Officer
Requires/Intent
Compliance & Risk Management
ERP Solutions
Business Expansion
FinTech Solutions For Investment Firms
IT Support
and more

85. Welsh Property Trust

Industry: Investment Management

Location: Minnesota

Website: welshpt.com

Company Size: 1-10

Welsh Property Trust Contact Details

Name Title LinkedIn Phone Email
Emily Howell Corporate Counsel
Requires/Intent
IPO Advisory
Accounting
Hedge Fund Strategies
and more

86. Lemieux Wealth Strategies, Llc

Industry: Investment Management

Location: Minnesota

Website: lemieuxwealth.com

Company Founded: 2013

Company Size: 1-10

Company Address: 8378 Brandon Road, Baxter, Minnesota, United States

Lemieux Wealth Strategies, Llc Contact Details

Name Title LinkedIn Phone Email
Randy Herrlich Account Executive
Requires/Intent
Market Research
ESG Investing & Impact Analysis
High-Frequency Trading Solutions
Cloud Hosting
and more

87. Waterstone Capital

Industry: Investment Management

Location: Minnesota

Website: wscm.net

Company Size: 1-10

Company Address: 2 Carlson Parkway North, Minneapolis, Minnesota, United States

Waterstone Capital Contact Details

Name Title LinkedIn Phone Email
Michael Geerdes Operations Manager
Ildiko Hildreth Senior Analyst
Requires/Intent
Sales
ERP Solutions
Legal
and more

88. The Mortenson Family Foundation

Industry: Investment Management

Location: Minnesota

Website: mortensonfamily.org

Company Size: 1-10

Company Address: 700 Meadow Lane North, Minneapolis, Minnesota, United States

The Mortenson Family Foundation Contact Details

Name Title LinkedIn Phone Email
Camille Gonzalez Grants And Program Coordinator
Requires/Intent
Market Research
Accounting
ESG Investing & Impact Analysis
and more

89. Strategic Capital Llc

Industry: Investment Management

Location: Minnesota

Website: strategiccapitalventures.com

Company Founded: 2007

Company Size: 1-10

Company Address: 6130 Blue Circle Drive, Minnetonka, Minnesota, United States

Strategic Capital Llc Contact Details

Name Title LinkedIn Phone Email
Zeyu Zhang Accounting And Marketing Intern
Requires/Intent
Private Wealth Management
Predictive Analytics
Cybersecurity Solutions
AI-Based Credit Risk Assessment
IT Support
and more

90. Arbor Capital Management, Llc

Industry: Investment Management

Location: Minnesota

Website: arborcap.com

Company Founded: 1997

Company Size: 11-50

Arbor Capital Management, Llc Contact Details

Name Title LinkedIn Phone Email
Jodi Kortsha Manager Of Operations
Laura Wakefield Administrative Assistant
Requires/Intent
Hedge Fund Strategies
Global Market Trend Analysis
Digital Asset & Cryptocurrency Investment
and more

91. Lurie Wealth Advisors, Llc

Industry: Investment Management

Location: Minnesota

Website: luriewealthadvisors.com

Company Founded: 2014

Company Size: 1-10

Company Address: 2501 Wayzata Boulevard, Minneapolis, Minnesota, United States

Lurie Wealth Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Rosemary Barenz Client Service Associate
Kayy Gabby Administrative
Requires/Intent
ERP Solutions
IoT
Tax Optimization For Investments
Market Research
Automation
and more

92. Centerpoint Capital Management, Llc

Industry: Investment Management

Location: Minnesota

Website: centerpointcm.com

Company Founded: 2011

Company Size: 1-10

Company Address: 350 Highway 7, Excelsior, Minnesota, United States

Centerpoint Capital Management, Llc Contact Details

Name Title LinkedIn Phone Email
Cheri Romkema Office Manager
Requires/Intent
Institutional Asset Management
Cloud Solutions
Cybersecurity Solutions
and more

93. Realize Financial Advisors

Industry: Investment Management

Location: Minnesota

Website: realizefinancialadvisors.com

Company Founded: 2007

Company Size: 1-10

Company Address: 630 Main Street, Elk River, Minnesota, United States

Realize Financial Advisors Contact Details

Name Title LinkedIn Phone Email
Peter Reiner Financial Advisor
Requires/Intent
Tax Optimization For Investments
Mobile App Development
E-commerce Integration
Advertising
Portfolio Management Solutions
and more

94. Magtech Ammunition

Industry: Investment Management

Location: Minnesota

Website: magtechammunition.com

Company Size: 1-10

Company Address: 6845 20th Avenue South, Hugo, Minnesota, United States

Magtech Ammunition Contact Details

Name Title LinkedIn Phone Email
Matt Barthel Warehouse Manager
Requires/Intent
Cloud Solutions
Financial Management
Compliance & Risk Management
IT Support
and more

95. Marshall Investments Pty Ltd

Industry: Investment Management

Location: Minnesota

Website: marshall.com.au

Company Founded: 1995

Company Size: 1-10

Marshall Investments Pty Ltd Contact Details

Name Title LinkedIn Phone Email
Laura Alvarez Administrative Assistant And Human Resource
Requires/Intent
Data Security
Business Expansion
and more

96. Fortress Financial Group

Industry: Investment Management

Location: Minnesota

Website: fortressfg.net

Company Founded: 2006

Company Size: 1-10

Company Address: 975 34th Avenue Northwest, Rochester, Minnesota, United States

Fortress Financial Group Contact Details

Name Title LinkedIn Phone Email
Deb Pladsen Administrative Assistant
Requires/Intent
CRM Systems
Software Development
Sales
Global Market Trend Analysis
Compliance & Risk Management
and more

97. Walnut Grove Mercantile

Industry: Investment Management

Location: Minnesota

Website: walnutgrovemerc.com

Company Size: 1-10

Company Address: 1501 East Lyon Street, Marshall, Minnesota, United States

Walnut Grove Mercantile Contact Details

Name Title LinkedIn Phone Email
Rachel Meyer Manufacturer
Requires/Intent
Digital Asset & Cryptocurrency Investment
Public Relations
and more

98. Homel Realty Inc

Industry: Investment Management

Location: Minnesota

Website: homelrealty.com

Company Size: 1-10

Company Address: 995 Lynde Drive Northeast, Minneapolis, Minnesota, United States

Homel Realty Inc Contact Details

Name Title LinkedIn Phone Email
Bao Huynh Head Of Maintenance
Stacy Zaimi Leasing Agent And Office Assistant
Requires/Intent
HR & Payroll Services
Mobile App Development
High-Frequency Trading Solutions
and more

99. Alex & Partners

Industry: Investment Management

Location: Minnesota

Website: alexpartnersllc.com

Company Founded: 1995

Company Size: 1-10

Company Address: 1215 Hershey Street, Albert Lea, Minnesota, United States

Alex & Partners Contact Details

Name Title LinkedIn Phone Email
Satyam Patel Power Business Consultant
Requires/Intent
ESG Investing & Impact Analysis
AI-Powered Financial Forecasting
Cloud Hosting
Financial Due Diligence
Data Security
and more

100. Ten Talents Capital Management, Llc

Industry: Investment Management

Location: Minnesota

Website: ttcmllc.com

Company Founded: 2008

Company Size: 1-10

Company Address: 314 West Superior Street, Duluth, Minnesota, United States

Ten Talents Capital Management, Llc Contact Details

Name Title LinkedIn Phone Email
Kayla Loy Sales Assistant
Requires/Intent
Digital Marketing
Smart Contracts For Investment
AI Chatbots
ERP Solutions
and more
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Minnesota Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Peter Glerum Castlelake President
2 Betsy Sylvester Castlelake Director
3 Alex Dauria Castlelake Director
4 Stephen Nasca Castlelake Associate
5 Jeff Hilligoss Castlelake Managing Director
6 Nick Turgeon Castlelake Global Specialty Finance
7 Etienne Laubignat Castlelake Director
8 Ben Kieke Carval Investors Associate, Compliance
9 Justin Kulo Carval Investors Chief Human Resources Officer
10 Brandon Rosen Carval Investors Analyst
11 Chris Rossini Carval Investors Director Of Technical Operations
12 Xiaoyu Gu Carval Investors Analyst
13 Angie Fenske Carval Investors Managing Director
14 Rob Simmer Carval Investors Vice President
15 Marjorie Wynn Abbot Downing Senior Vice President, Head Of Marketing
16 Awma Mark A. Dold Abbot Downing Vice President, Banking
17 Dave Gutzke Abbot Downing Director
18 Stacey Ackerman Abbot Downing Relationship Manager
19 Rob Farrington Abbot Downing Director, Asset Management
20 Mike Casey Abbot Downing Regional Managing Director
21 Angie Sabel Abbot Downing Managing Director
22 Cfmc Norman Gaskins Advantus Capital Management Vice President-retail Distribution
23 Craig Stapleton Advantus Capital Management Chief Information Officer Investment Strategies And Risk
24 Sara Dewolfe Advantus Capital Management Assistant Portfolio Manager - Private Credit
25 Drew Smith Advantus Capital Management Vice President, Senior Inv Officer Alt Assets
26 Jeremy Wheeler Advantus Capital Management Senior Investment Counsel
27 Tracy Whiteley Advantus Capital Management Business Development Senior Consultant
28 Amy Theuninck Advantus Capital Management Vp, Institutional Solutions And Head Of Consultant Relations
29 Jason Strate Whitebox Advisors Llc Senior Database Architect
30 Chris Bemis Whitebox Advisors Llc Head Of Quantitative Analysis And Research
31 John Wood Whitebox Advisors Llc Portfolio Manager
32 Teng Huang Whitebox Advisors Llc Analyst
33 Mark Strefling Whitebox Advisors Llc Chief Executive Officer
34 Ross Hecht Whitebox Advisors Llc Senior Trader
35 Stacey Roiger Whitebox Advisors Llc Senior Accountant
36 Jerrid Sebesta Taatjes Financial Group Director Of Business Development
37 Ben Taatjes Taatjes Financial Group Financial Advisor
38 Cynthia Williams Taatjes Financial Group Financial Services Assistant
39 Kendra Peterson Taatjes Financial Group Director Of First Impressions
40 Matt Hoekstra Taatjes Financial Group Financial Advisor

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 Kentucky 99
18 Investment Management Startups and Companies in Louisiana 122
19 Investment Management Startups and Companies in Maine 65
20 Investment Management Startups and Companies in Maryland 3570
21 Investment Management Startups and Companies in Massachusetts 2397
22 Investment Management Startups and Companies in Michigan 173
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 Minnesota

No. Cities Number of Contacts Download
1 Investment Management Companies in Minneapolis 7176