Top 30 Investment Management Startups And Companies in New Hampshire

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

Investment Management Startups And Companies in New Hampshire

1. Prime, Buchholz & Associates

Industry: Investment Management

Location: New Hampshire

Website: primebuchholz.com

Company Founded: 1988

Company Size: 51-200

Company Address: 273 Corporate Drive, Portsmouth, New Hampshire, United States

Prime, Buchholz & Associates Contact Details

Name Title LinkedIn Phone Email
Josh Gutierrez Performance Analyst
Evan Williams Senior Investment Analyst
Sean Higman Principal
Kendrick Brown Senior Data Analyst
Rachel Mckenna Client Service Coordinator
Tracy Murray Human Resources Coordinator
Jared Fuller Head Of Private Capital And Real Assets Research
Requires/Intent and 28 more Employees
Risk Management & Compliance
IT Support
Robo-Advisors & AI Trading
and more

2. Pax World Investments

Industry: Investment Management

Location: New Hampshire

Website: paxworld.com

Company Founded: 1970

Company Size: 51-200

Company Address: 30 Penhallow Street, Portsmouth, New Hampshire, United States

Pax World Investments Contact Details

Name Title LinkedIn Phone Email
Remmi Ellis Internal Business Development Associate
David Loehwing Vice President, Sustainable Investing
Greg Hasevlat Sustainability Research Analyst
Sai He Analyst, Performance And Portfolio Analytics
Kevin Schneider Director, Equity Trading
Finn Johnson High Yield Analyst
Mahmood Kinani Director Of Information Technology
Requires/Intent and 3 more Employees
Accounting
Risk Management & Compliance
Tax Optimization For Investments
and more

3. New Energy Capital Partners Llc

Industry: Investment Management

Location: New Hampshire

Website: newenergycapital.com

Company Founded: 2004

Company Size: 1-10

Company Address: 53 South Main Street, Hanover, New Hampshire, United States

New Energy Capital Partners Llc Contact Details

Name Title LinkedIn Phone Email
Jeph Shaw Vice President At New Energy Capital
Bennett Collier Partner And Director Of Asset Management
Po Cheng Portfolio Investment Manager
Tawnya Stark Office Administrator
Requires/Intent
ERP Solutions
Customer Relationship Management
High-Frequency Trading Solutions
HR & Payroll Services
and more

4. Granite Investment Advisors

Industry: Investment Management

Location: New Hampshire

Website: graniteinvestmentadvisors.com

Company Founded: 1983

Company Size: 11-50

Company Address: 6 Eagle Square, Concord, New Hampshire, United States

Granite Investment Advisors Contact Details

Name Title LinkedIn Phone Email
Craig Smith Vice President
Timothy Lesko Principal At Granite Investment Advisors
Requires/Intent
AI
AI-Powered Financial Forecasting
Portfolio Management Solutions
and more

5. Charter Trust

Industry: Investment Management

Location: New Hampshire

Website: chartertrust.com

Company Founded: 1984

Company Size: 11-50

Company Address: 90 North Main Street, Concord, New Hampshire, United States

Charter Trust Contact Details

Name Title LinkedIn Phone Email
Amy Tardiff Avp, Wealth Manager
Timothy Allen Wealth Advisor
Kathryn Woodfin Director Of Wealth Services
Devin Cowette Vice President And Investment Officer
Bette Kapp Senior Vice President And Wealth Advisor
Christine Donovan Senior Partner - Chief Operating Officer At Charter Trust Company
Lynn Morin Wealth Administrator
Requires/Intent and 1 more Employees
Risk Management & Compliance
ERP Solutions
High-Frequency Trading Solutions
Mobile App Development
Software Development
and more

6. Perspecta Trust

Industry: Investment Management

Location: New Hampshire

Website: perspectatrust.com

Company Founded: 2007

Company Size: 11-50

Company Address: 1 Liberty Lane, Hampton, New Hampshire, United States

Perspecta Trust Contact Details

Name Title LinkedIn Phone Email
Patrick Collins Senior Counsel
Kara Dougherty Investment Counsel
Kaley Ferrick Operations Associate
Janet Seekell Trust Administrator
Requires/Intent
Market Research
Automation
Business Expansion
Advertising
Digital Asset & Cryptocurrency Investment
and more

7. Green Harvest Asset Management

Industry: Investment Management

Location: New Hampshire

Website: greenharvestam.com

Company Size: 1-10

Green Harvest Asset Management Contact Details

Name Title LinkedIn Phone Email
Solomon Teller Chief Investment Strategist
Denise Gallo Senior Portfolio Manager And Head Of Operations At Green Harvest Asset Management
Requires/Intent
Software Development
AI Chatbots
HR & Payroll Services
Investor Relations & Reporting
Financial Management
and more

8. Dartmouth Investment And Philanthropy Program

Industry: Investment Management

Location: New Hampshire

Website: dippnh.org

Company Founded: 2007

Company Size: 51-200

Dartmouth Investment And Philanthropy Program Contact Details

Name Title LinkedIn Phone Email
Utsav Jalan Summer President
Lucas De Godoy Investment Committee Member
Requires/Intent
Customer Relationship Management
HR & Payroll Services
Private Wealth Management
and more

9. Estate Planners Of New England

Industry: Investment Management

Location: New Hampshire

Website: epne.net

Company Founded: 2001

Company Size: 1-10

Company Address: 1 New Hampshire Avenue, Portsmouth, New Hampshire, United States

Estate Planners Of New England Contact Details

Name Title LinkedIn Phone Email
Apma Eric Flaim Senior Managing Partner
Raymond Panek Vp, Private Wealth Advisor
Requires/Intent
Predictive Analytics
AI-Based Credit Risk Assessment
High-Frequency Trading Solutions
Global Market Trend Analysis
and more

10. Lpl Financial - Offices Of Weisman, Tessier, Lambert & Halloran

Industry: Investment Management

Location: New Hampshire

Website: wtlh.com

Company Founded: 1941

Company Size: 1-10

Company Address: 34 Broad Street, Nashua, New Hampshire, United States

Lpl Financial - Offices Of Weisman, Tessier, Lambert & Halloran Contact Details

Name Title LinkedIn Phone Email
Michael Aquino Financial Advisor And Independent Insurance Broker
Requires/Intent
AI-Based Credit Risk Assessment
AI-Powered Financial Forecasting
and more

11. Global Forest Partners Lp

Industry: Investment Management

Location: New Hampshire

Company Size: 11-50

Global Forest Partners Lp Contact Details

Name Title LinkedIn Phone Email
Marybeth Ash Financial Analyst
Peter Mertz Executive Chairman
Bradley Grimshaw Senior Accountant
Chris Warrington Director Of Investor Relations And Business Development
Requires/Intent
Predictive Analytics
Institutional Asset Management
AI Chatbots
Private Wealth Management
and more

12. Truth Of Investing

Industry: Investment Management

Location: New Hampshire

Website: truthofinvesting.com

Company Founded: 2016

Company Size: 11-50

Company Address: 66 Main Street, Conway, New Hampshire, United States

Truth Of Investing Contact Details

Name Title LinkedIn Phone Email
Lance Cherry Investment Advisor Representative
Requires/Intent
Software Development
Risk Management & Compliance
Financial Management
and more

13. The Foundry Financial Group, Inc.

Industry: Investment Management

Location: New Hampshire

Company Founded: 1989

Company Size: 11-50

Company Address: 67 Water Street, Laconia, New Hampshire, United States

The Foundry Financial Group, Inc. Contact Details

Name Title LinkedIn Phone Email
Daniel Rivet Wealth Management Advisor
Patty Patridge Operations Assistant
Requires/Intent
Cloud Solutions
M&A Advisory
Business Expansion
ESG Investing & Impact Analysis
Cloud Hosting
and more

14. Hemenway Trust Company Llc

Industry: Investment Management

Location: New Hampshire

Website: hemtrust.com

Company Founded: 2010

Company Size: 11-50

Hemenway Trust Company Llc Contact Details

Name Title LinkedIn Phone Email
Doris Merrick Trust Administration And Compliance Manager
Judy Caruso Trust Administrator
Requires/Intent
ESG Investing & Impact Analysis
Robo-Advisors & AI Trading
HR & Payroll Services
Private Wealth Management
and more

15. Silver Pine Capital, Llc

Industry: Investment Management

Location: New Hampshire

Website: silverpinecapital.com

Company Founded: 2008

Company Size: 1-10

Silver Pine Capital, Llc Contact Details

Name Title LinkedIn Phone Email
James Grace Director Of Wealth Management
Requires/Intent
Sales
IT Support
Private Wealth Management
M&A Advisory
Automation
and more

16. Seascape Capital Management, Llc

Industry: Investment Management

Location: New Hampshire

Website: seascape-capital.com

Company Founded: 2003

Company Size: 1-10

Company Address: 99 Bow Street, Portsmouth, New Hampshire, United States

Seascape Capital Management, Llc Contact Details

Name Title LinkedIn Phone Email
Andrew Litzerman Chief Investment Officer
Requires/Intent
Risk Management & Compliance
E-commerce Integration
Business Expansion
Accounting
Financial Due Diligence
and more

17. Tuckerman Capital

Industry: Investment Management

Location: New Hampshire

Website: tuckermancapital.com

Company Founded: 2001

Company Size: 1-10

Company Address: 80 South Main Street, Hanover, New Hampshire, United States

Tuckerman Capital Contact Details

Name Title LinkedIn Phone Email
Peter Milliken Owner
Requires/Intent
SEO
Hedge Fund Strategies
E-commerce Integration
and more

18. Pfpope 457 Plan

Industry: Investment Management

Location: New Hampshire

Website: your-retirement.com

Company Size: 1-10

Pfpope 457 Plan Contact Details

Name Title LinkedIn Phone Email
Bill Mcquillen Plan Administrator
Requires/Intent
M&A Advisory
AI Chatbots
Business Expansion
Legal
High-Frequency Trading Solutions
and more

19. Dl Carlson Investment Group, Inc.

Industry: Investment Management

Location: New Hampshire

Website: carlsoninvest.com

Company Founded: 1989

Company Size: 11-50

Company Address: 57 North Main Street, Concord, New Hampshire, United States

Dl Carlson Investment Group, Inc. Contact Details

Name Title LinkedIn Phone Email
Kyle Fellers Portfolio Manager And Relationship Manager
Lenore Higgins Operations Manager
Requires/Intent
Smart Contracts For Investment
Business Expansion
Financial Due Diligence
IPO Advisory
Portfolio Management Solutions
and more

20. Independence Financial Advisors, Llc

Industry: Investment Management

Location: New Hampshire

Website: ifa-nh.com

Company Founded: 1996

Company Size: 11-50

Company Address: 402 Central Street, Franklin, New Hampshire, United States

Independence Financial Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Paul Gatehouse Vice President
Requires/Intent
AI-Based Credit Risk Assessment
Legal
Cloud Solutions
and more

21. Boston Retirement Advisors, Llc

Industry: Investment Management

Location: New Hampshire

Website: bostonra.com

Company Founded: 1984

Company Size: 1-10

Company Address: 103 Stiles Road, Salem, New Hampshire, United States

Boston Retirement Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Joan Waters Client Services Manager
Requires/Intent
IT Support
CRM Systems
Technology
Data Security
Financial Management
and more

22. Well Fargo Bank

Industry: Investment Management

Location: New Hampshire

Company Size: 51-200

Company Address: 1 Harbour Place, Portsmouth, New Hampshire, United States

Well Fargo Bank Contact Details

Name Title LinkedIn Phone Email
Ja Wells Manager
Combo Ricardo Receptionist
Requires/Intent
Smart Contracts For Investment
Web Development
AI
and more

New Hampshire Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Josh Gutierrez Prime, Buchholz & Associates Performance Analyst
2 Evan Williams Prime, Buchholz & Associates Senior Investment Analyst
3 Sean Higman Prime, Buchholz & Associates Principal
4 Kendrick Brown Prime, Buchholz & Associates Senior Data Analyst
5 Rachel Mckenna Prime, Buchholz & Associates Client Service Coordinator
6 Tracy Murray Prime, Buchholz & Associates Human Resources Coordinator
7 Jared Fuller Prime, Buchholz & Associates Head Of Private Capital And Real Assets Research
8 Remmi Ellis Pax World Investments Internal Business Development Associate
9 David Loehwing Pax World Investments Vice President, Sustainable Investing
10 Greg Hasevlat Pax World Investments Sustainability Research Analyst
11 Sai He Pax World Investments Analyst, Performance And Portfolio Analytics
12 Kevin Schneider Pax World Investments Director, Equity Trading
13 Finn Johnson Pax World Investments High Yield Analyst
14 Mahmood Kinani Pax World Investments Director Of Information Technology
15 Jeph Shaw New Energy Capital Partners Llc Vice President At New Energy Capital
16 Bennett Collier New Energy Capital Partners Llc Partner And Director Of Asset Management
17 Po Cheng New Energy Capital Partners Llc Portfolio Investment Manager
18 Tawnya Stark New Energy Capital Partners Llc Office Administrator
19 Craig Smith Granite Investment Advisors Vice President
20 Timothy Lesko Granite Investment Advisors Principal At Granite Investment Advisors
21 Amy Tardiff Charter Trust Avp, Wealth Manager
22 Timothy Allen Charter Trust Wealth Advisor
23 Kathryn Woodfin Charter Trust Director Of Wealth Services
24 Devin Cowette Charter Trust Vice President And Investment Officer
25 Bette Kapp Charter Trust Senior Vice President And Wealth Advisor
26 Christine Donovan Charter Trust Senior Partner - Chief Operating Officer At Charter Trust Company
27 Lynn Morin Charter Trust Wealth Administrator
28 Patrick Collins Perspecta Trust Senior Counsel
29 Kara Dougherty Perspecta Trust Investment Counsel
30 Kaley Ferrick Perspecta Trust Operations Associate
31 Janet Seekell Perspecta Trust Trust Administrator
32 Solomon Teller Green Harvest Asset Management Chief Investment Strategist
33 Denise Gallo Green Harvest Asset Management Senior Portfolio Manager And Head Of Operations At Green Harvest Asset Management
34 Utsav Jalan Dartmouth Investment And Philanthropy Program Summer President
35 Lucas De Godoy Dartmouth Investment And Philanthropy Program Investment Committee Member
36 Apma Eric Flaim Estate Planners Of New England Senior Managing Partner
37 Raymond Panek Estate Planners Of New England Vp, Private Wealth Advisor
38 Michael Aquino Lpl Financial - Offices Of Weisman, Tessier, Lambert & Halloran Financial Advisor And Independent Insurance Broker
39 Marybeth Ash Global Forest Partners Lp Financial Analyst
40 Peter Mertz Global Forest Partners Lp Executive Chairman

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 Minnesota 1147
24 Investment Management Startups and Companies in Mississippi 47
25 Investment Management Startups and Companies in Missouri 1181
26 Investment Management Startups and Companies in Montana 9
27 Investment Management Startups and Companies in Nebraska 48
28 Investment Management Startups and Companies in Nevada 72
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 New Hampshire

No. Cities Number of Contacts Download
1 Investment Management Companies in Portsmouth 575