Top 75 Investment Management Startups And Companies in Tennessee

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Below is the list of Top 75 Investment Management Startups And Companies in Tennessee ranked based on company size, client reviews, services, and awards.

Investment Management Startups And Companies in Tennessee

1. The Trust Company Of Knoxville

Industry: Investment Management

Location: Tennessee

Company Founded: 1987

Company Size: 51-200

Company Address: 4823 Old Kingston Pike, Knoxville, Tennessee, United States

The Trust Company Of Knoxville Contact Details

Name Title LinkedIn Phone Email
Kristine Davenport Relationship Manager
Daniel Carter President
Andy Muldoon Senior Vice President
Lindsay Cates Marketing Director
Lara Fleming Chief People Officer
Megan Noble Law Clerk
Susan Williams Vice President And Certified Financial Planner
Requires/Intent and 30 more Employees
Alternative Investment Consulting
IPO Advisory
SEO
Automation
Tax Optimization For Investments
and more

2. Chickasaw Capital Management, Llc

Industry: Investment Management

Location: Tennessee

Website: chickasawcap.com

Company Size: 11-50

Company Address: 6075 Poplar Avenue, Memphis, Tennessee, United States

Chickasaw Capital Management, Llc Contact Details

Name Title LinkedIn Phone Email
Steven Delarosa Managing Director
Walter Frank Associate Analyst
Andrew Lapsley Managing Director
Matt Mead Principal, Chickasaw Capital Management, Llc
Will Threadgill Controller
Andy Garrett General Counsel
Heather Ottinger Client Analyst
Requires/Intent and 3 more Employees
Sales
Financial Due Diligence
Legal
Hedge Fund Strategies
Technology
and more

3. Southernsun Asset Management

Industry: Investment Management

Location: Tennessee

Website: southernsunam.com

Company Founded: 1989

Company Size: 11-50

Company Address: 175 Toyota Plaza, Memphis, Tennessee, United States

Southernsun Asset Management Contact Details

Name Title LinkedIn Phone Email
Tucker Davis Senior Associate - Business Development And Client Relations
Michael Mcnamara Principal
John Roach Principal, Chief Administrative Officer
Gentry Martin Senior Associate
Jenell Jones Executive Administrative Assistant
Kaci Willard Executive Assistant, Global Investment Group
Jim Dorman Senior Analyst
Requires/Intent and 11 more Employees
Accounting
Global Market Trend Analysis
Cloud Solutions
Automation
and more

4. Courage Capital Management, Llc

Industry: Investment Management

Location: Tennessee

Website: couragecap.com

Company Founded: 1998

Company Size: 11-50

Company Address: 4400 Harding Road, Nashville, Tennessee, United States

Courage Capital Management, Llc Contact Details

Name Title LinkedIn Phone Email
Richard Patton Chief Executive Officer And Chief Information Officer Of Courage Capital Management
Brent Wilson Associate
Blake Rowlinson Investment Associate At Courage Music
Jason Somerville Portfolio Manager Of Courage Music
Requires/Intent
IoT
HR & Payroll Services
SEO
and more

5. Green Square Capital, Llc

Industry: Investment Management

Location: Tennessee

Website: greensquarecap.com

Company Founded: 2001

Company Size: 11-50

Company Address: 6075 Poplar Avenue, Memphis, Tennessee, United States

Green Square Capital, Llc Contact Details

Name Title LinkedIn Phone Email
Darrell Horn Chief Executive Officer
Edward Francis Investment Advisor
Richard Finch President
Mallory Raffensberger Director Of Reporting
Elizabeth Carlisle Administrative Services Manager
Steve Gutermuth Managing Director
Ryan Taylor Director Of Alternatives
Requires/Intent and 13 more Employees
Branding
Predictive Analytics
Alternative Investment Consulting
High-Frequency Trading Solutions
and more

6. Acumen Wealth Advisors

Industry: Investment Management

Location: Tennessee

Website: acumenwealth.com

Company Founded: 2012

Company Size: 1-10

Company Address: 250 Forest Avenue, Chattanooga, Tennessee, United States

Acumen Wealth Advisors Contact Details

Name Title LinkedIn Phone Email
Macc Reese Veltenaar Wealth Strategist, Managing Partner
Arie Veltenaar Client Ambassador
Lindsay Nance Private Client Relationship Manager
Arie Veltenaar Client Ambassador
M.acc Reese Veltenaar Partner At Acumen Wealth Advisors
Lindsay Nance Private Client Relationship Manager
Reese Veltenaar Managing Partner
Requires/Intent and 2 more Employees
Software Development
Branding
and more

7. Cox Wealth Management, Llc

Industry: Investment Management

Location: Tennessee

Website: coxwealth.com

Company Founded: 1998

Company Size: 1-10

Company Address: 6031 Shallowford Road, Chattanooga, Tennessee, United States

Cox Wealth Management, Llc Contact Details

Name Title LinkedIn Phone Email
Richard Cox Chief Managing Member
Nathan Strait Investment Advisory Representative
Renee Cox Office Manager
Requires/Intent
Investor Relations & Reporting
Alternative Investment Consulting
Technology
and more

8. Stringer Asset Management Llc

Industry: Investment Management

Location: Tennessee

Website: stringeram.com

Company Founded: 2013

Company Size: 1-10

Company Address: 5050 Poplar Avenue, Memphis, Tennessee, United States

Stringer Asset Management Llc Contact Details

Name Title LinkedIn Phone Email
Gary Stringer Chief Investment Officer
Kenneth Hill Regional Sales Director At Stringer Asset Management
Thomas Mccarthy Regional Sales Director, Great Lakes
Susie Gallagher Stringer
Requires/Intent
AI Chatbots
Branding
Accounting
and more

9. Claritas Capital

Industry: Investment Management

Location: Tennessee

Website: claritascapital.com

Company Founded: 2002

Company Size: 1-10

Claritas Capital Contact Details

Name Title LinkedIn Phone Email
John Chadwick Founder And Partner At Claritas Capital
Kim Brooks Client Relations
Bob Fisher Managing Partner
Requires/Intent
Predictive Analytics
Cybersecurity Solutions
Legal
and more

10. Quinn Stauffer Financial

Industry: Investment Management

Location: Tennessee

Website: qs-financial.com

Company Founded: 2002

Company Size: 1-10

Company Address: 2726 Larmon Avenue, Nashville, Tennessee, United States

Quinn Stauffer Financial Contact Details

Name Title LinkedIn Phone Email
Andrew Quinn Certified Financial Planner
Cfpâ Andrew Quinn Certified Financial Planner
John Stauffer Certified Financial Planner
Rebecca Martin Client Experience Coordinator
Requires/Intent
Hedge Fund Strategies
Cloud Solutions
and more

11. Duncan Williams Asset Management

Industry: Investment Management

Location: Tennessee

Website: dwassetmgmt.com

Company Founded: 2015

Company Size: 11-50

Company Address: 6263 Poplar Avenue, Memphis, Tennessee, United States

Duncan Williams Asset Management Contact Details

Name Title LinkedIn Phone Email
David Scully President And Chief Investment Officer
Benjamin Gleneck Vice President
Peyton Wade Vice President, Financial Advisor
Requires/Intent
Web Development
AI
and more

12. Gerber/taylor Management Co.

Industry: Investment Management

Location: Tennessee

Website: gerbertaylor.com

Company Founded: 1990

Company Size: 11-50

Company Address: 1 Commerce Square, Memphis, Tennessee, United States

Gerber/taylor Management Co. Contact Details

Name Title LinkedIn Phone Email
Sean Montesi Investment Professional
William Ryan Partner
Matt Kinnear Marketing And Client Services
William Estes Investment Analyst - Public Equities And Hedge Funds
Michael Douglass President
Requires/Intent
High-Frequency Trading Solutions
Legal
and more

13. Woody Creek Realty, Llc

Industry: Investment Management

Location: Tennessee

Website: woodycreekrealty.com

Company Founded: 1975

Company Size: 11-50

Company Address: 11543 Kingston Pike, Knoxville, Tennessee, United States

Woody Creek Realty, Llc Contact Details

Name Title LinkedIn Phone Email
J Brandon Ross Property Manager
Sharon Campbell Realtor
Bick Benedict Restaurant Supervisor
Talulah Johnson Affiliate Broker
Keri Price Affiliate Broker
Jeff Hodges Affiliate Broker
Laura Owens Affiliate Broker
Requires/Intent and 1 more Employees
Private Wealth Management
IT Support
Compliance & Risk Management
AI-Powered Financial Forecasting
Smart Contracts For Investment
and more

14. Tbh Global Asset Management

Industry: Investment Management

Location: Tennessee

Website: tbhglobalasset.com

Company Founded: 2007

Company Size: 1-10

Company Address: 6 Cadillac Drive, Brentwood, Tennessee, United States

Tbh Global Asset Management Contact Details

Name Title LinkedIn Phone Email
Will Butler Wealth Management
Ann Monsor Office Administrator
Nicholas Warf Financial Planner
Gina Finchum Executive Assistant
Stan Rogers Property Manager
Requires/Intent
Software Development
Hedge Fund Strategies
Financial Management
HR & Payroll Services
and more

15. Luken Investment Analytics

Industry: Investment Management

Location: Tennessee

Website: lukenanalytics.com

Company Founded: 2013

Company Size: 1-10

Company Address: 136 Frierson Street, Brentwood, Tennessee, United States

Luken Investment Analytics Contact Details

Name Title LinkedIn Phone Email
Gregory Luken Founder
Brenda Cannon Client Success Manager
Requires/Intent
AI-Powered Financial Forecasting
Smart Contracts For Investment
and more

16. Capital Alignment Partners

Industry: Investment Management

Location: Tennessee

Website: capfunds.com

Company Founded: 2009

Company Size: 1-10

Company Address: 40 Burton Hills Boulevard, Nashville, Tennessee, United States

Capital Alignment Partners Contact Details

Name Title LinkedIn Phone Email
John Pontius Director
Sloan Taylor Senior Associate
Requires/Intent
Hedge Fund Strategies
Public Relations
IoT
and more

17. Preserverpartners, Llc

Industry: Investment Management

Location: Tennessee

Website: preserverpartners.com

Company Founded: 2009

Company Size: 1-10

Company Address: 8700 Trail Lake Drive West, Memphis, Tennessee, United States

Preserverpartners, Llc Contact Details

Name Title LinkedIn Phone Email
Dana Pointer Chief Operating Officer And Chief Compliance Officer
Lara Payne Senior Operations And Compliance Associate
Requires/Intent
Robo-Advisors & AI Trading
CRM Systems
IoT
and more

18. Copeland Wealth Management Llc

Industry: Investment Management

Location: Tennessee

Website: copelandwealthmanagement.com

Company Size: 1-10

Company Address: 124 Franklin Street, Clarksville, Tennessee, United States

Copeland Wealth Management Llc Contact Details

Name Title LinkedIn Phone Email
Robert Copeland President And Chief Executive Officer
Robert Copeland President And Chief Executive Officer
Requires/Intent
Public Relations
Business Expansion
Tax Optimization For Investments
Mobile App Development
and more

19. Legacy Wealth Management, Inc. (memphis, Tn)

Industry: Investment Management

Location: Tennessee

Website: legacywealth.com

Company Founded: 1982

Company Size: 11-50

Company Address: 1715 Aaron Brenner Drive, Memphis, Tennessee, United States

Legacy Wealth Management, Inc. (memphis, Tn) Contact Details

Name Title LinkedIn Phone Email
Brienne Jackson Certified Financial Plannerâ And Director Of Financial Planning
Fpqp Laura Brandon Office Manager
John Clowers Portfolio Manager
Lindsey Mazzola Director Of Client Operations
Rebecca Rawlinson Certfied Financial Planner, Director Of Financial Planning
Christina Daniels Office Coordinator
Alan Vosburg It Manager
Requires/Intent and 3 more Employees
ESG Investing & Impact Analysis
Customer Relationship Management
AI-Based Credit Risk Assessment
Institutional Asset Management
and more

20. Waddell & Associates

Industry: Investment Management

Location: Tennessee

Company Founded: 1985

Company Size: 11-50

Company Address: 5188 Wheelis Drive, Memphis, Tennessee, United States

Waddell & Associates Contact Details

Name Title LinkedIn Phone Email
Lanie Oberg Executive Assistant To Chief Executive Officer
Tim Ellis Cpa And Pfs, Cfp Financial Planner
Kathy Williams Principal, Senior Wealth Strategist
Tee Meeks Chief Administrative Officer, Chief Compliance Officer, Registered Paraplanner, Crpc
Fpqp Francine Olsen Operations Associate
Francine Olsen Operations Associate
Jill Shumann Registered Paraplanner
Requires/Intent and 5 more Employees
Market Research
Web Development
Branding
ERP Solutions
and more

21. Weaver C. Barksdale & Associates, Inc.

Industry: Investment Management

Location: Tennessee

Website: wcbarksdale.com

Company Size: 11-50

Company Address: 1burton Hills Boulevard, Nashville, Tennessee, United States

Weaver C. Barksdale & Associates, Inc. Contact Details

Name Title LinkedIn Phone Email
Ron Partain Director Of Marketing
James Story Fixed Income Portfolio Manager
Ann Roberts President
Requires/Intent
Hedge Fund Strategies
Business Expansion
Robo-Advisors & AI Trading
and more

22. Ayers Asset Management

Industry: Investment Management

Location: Tennessee

Website: ayersasset.com

Company Founded: 1994

Company Size: 11-50

Ayers Asset Management Contact Details

Name Title LinkedIn Phone Email
Jon Ayers Executive Vice President
David Bourgeois Chief Financial Officer
Joshua Hunsicker Pilot
Requires/Intent
Market Research
FinTech Solutions For Investment Firms
Global Market Trend Analysis
and more

23. Lotus Asset Management

Industry: Investment Management

Location: Tennessee

Website: lotusam.com

Company Founded: 2015

Company Size: 1-10

Company Address: 111 17th Avenue South, Nashville, Tennessee, United States

Lotus Asset Management Contact Details

Name Title LinkedIn Phone Email
Rohit Padmanabhan Founder And Chief Investment Officer
Requires/Intent
ERP Solutions
AI
AI-Based Credit Risk Assessment
Private Wealth Management
and more

24. Landfund Partners

Industry: Investment Management

Location: Tennessee

Company Founded: 2013

Company Size: 1-10

Landfund Partners Contact Details

Name Title LinkedIn Phone Email
Chris Morris Managing Director And Chief Financial Officer
Requires/Intent
Tax Optimization For Investments
Cloud Solutions
and more

25. Waddell & Associates, Llc

Industry: Investment Management

Location: Tennessee

Website: waddellandassociates.com

Company Founded: 1985

Company Size: 11-50

Company Address: 5188 Wheelis Drive, Memphis, Tennessee, United States

Waddell & Associates, Llc Contact Details

Name Title LinkedIn Phone Email
Sean Gould Senior Wealth Strategist
Requires/Intent
Accounting
Global Market Trend Analysis
and more

26. Carrier, Maurice & Webb Wealth Advisors

Industry: Investment Management

Location: Tennessee

Website: cmwwealth.com

Company Founded: 2002

Company Size: 11-50

Company Address: 508 Princeton Road, Johnson City, Tennessee, United States

Carrier, Maurice & Webb Wealth Advisors Contact Details

Name Title LinkedIn Phone Email
David Maurice Vice President, Chief Information Officer
Lois Carrier President And Chief Executive Officer
Requires/Intent
HR & Payroll Services
Digital Marketing
Legal
Tax Optimization For Investments
and more

27. Franklin Wealth Management, Llc

Industry: Investment Management

Location: Tennessee

Website: franklin-wealth.com

Company Size: 1-10

Company Address: 4700 Hixson Pike, Hixson, Tennessee, United States

Franklin Wealth Management, Llc Contact Details

Name Title LinkedIn Phone Email
Joe Franklin President Wealth Advisor
Russell Wolpert Financial Advisor
Requires/Intent
Predictive Analytics
IPO Advisory
AI-Based Credit Risk Assessment
and more

28. Cfa Society Of Nashville

Industry: Investment Management

Location: Tennessee

Website: cfanashville.org

Company Founded: 1962

Company Size: 201-500

Company Address: P/o Box 2628, Brentwood, Tennessee, United States

Cfa Society Of Nashville Contact Details

Name Title LinkedIn Phone Email
Mike Hill Board Member And President
Requires/Intent
High-Frequency Trading Solutions
Accounting
Smart Contracts For Investment
Robo-Advisors & AI Trading
Customer Relationship Management
and more

29. Meridian Trust & Investment Company

Industry: Investment Management

Location: Tennessee

Website: trustmeridian.com

Company Founded: 1997

Company Size: 11-50

Company Address: 109 South Northshore Drive, Knoxville, Tennessee, United States

Meridian Trust & Investment Company Contact Details

Name Title LinkedIn Phone Email
Jennifer Steffens Financial Planner
Tom Coulter Owner
Susanne White Vice President Retirement Plan Design
Lisa Morgan Vice President, Compliance
Vickie Elam Trust Assistant At Meridian Trust And Investment Company
Lisa Wade Senior Plan Administrator
Requires/Intent
SEO
ERP Solutions
Accounting
and more

30. 12th Street Asset Management Company Llc

Industry: Investment Management

Location: Tennessee

Website: 12thstreetasset.com

Company Size: 1-10

Company Address: 102 Woodmont Boulevard, Nashville, Tennessee, United States

12th Street Asset Management Company Llc Contact Details

Name Title LinkedIn Phone Email
Chris Lundeen Director Of Operations
Matt Bugarin Research Analyst
Requires/Intent
Predictive Analytics
ERP Solutions
Web Development
M&A Advisory
IoT
and more

31. Nuecura Partners, Llc

Industry: Investment Management

Location: Tennessee

Website: nuecura.com

Company Founded: 2013

Company Size: 11-50

Nuecura Partners, Llc Contact Details

Name Title LinkedIn Phone Email
William Gates Operating Partner
Requires/Intent
Customer Relationship Management
Investor Relations & Reporting
Digital Asset & Cryptocurrency Investment
Mobile App Development
ESG Investing & Impact Analysis
and more

32. Woodmont Investment Counsel, Llc

Industry: Investment Management

Location: Tennessee

Website: woodmontcounsel.com

Company Founded: 2000

Company Size: 1-10

Company Address: 401 Commerce Street, Nashville, Tennessee, United States

Woodmont Investment Counsel, Llc Contact Details

Name Title LinkedIn Phone Email
Grace Bennett Senior Vice President
Lindsay Beckner Director Of Business Development
Tonya Wooden Portfolio Administrator
Requires/Intent
CRM Systems
Mobile App Development
IT Support
Cloud Solutions
Private Wealth Management
and more

33. Frontier Financial Partners, Llc

Industry: Investment Management

Location: Tennessee

Website: frontierfp.net

Company Founded: 2005

Company Size: 1-10

Company Address: 4080 Camberley Street, Franklin, Tennessee, United States

Frontier Financial Partners, Llc Contact Details

Name Title LinkedIn Phone Email
Jadyn Stevens Director Of Marketing And Investment Advisor Representative
Jeff Benson Managing Partner
Requires/Intent
AI
Institutional Asset Management
and more

34. Integra Wealth, Llc

Industry: Investment Management

Location: Tennessee

Website: integrawealth.com

Company Size: 1-10

Integra Wealth, Llc Contact Details

Name Title LinkedIn Phone Email
David Hodges Principal And Owner
Requires/Intent
Accounting
Global Market Trend Analysis
E-commerce Integration
Financial Due Diligence
Sales
and more

35. Southern Baptist Foundation

Industry: Investment Management

Location: Tennessee

Website: sbfdn.org

Company Founded: 1947

Company Size: 11-50

Company Address: 901 Commerce Street, Nashville, Tennessee, United States

Southern Baptist Foundation Contact Details

Name Title LinkedIn Phone Email
Kelsey Drennan Trust And Tax Accounting
Leigh Bowick Director Of Communication
Daniel Wackerhagen Ordained Minister
Art Long Preacher
Warren Peek President And Chief Executive Officer
Requires/Intent
Cloud Hosting
Predictive Analytics
and more

36. Kelman-lazarov, Inc.

Industry: Investment Management

Location: Tennessee

Website: kelman-lazarov.com

Company Founded: 1980

Company Size: 11-50

Company Address: 5100 Poplar Avenue, Memphis, Tennessee, United States

Kelman-lazarov, Inc. Contact Details

Name Title LinkedIn Phone Email
Marty Kelman Owner
Catherine Lutey Operations Analyst
Requires/Intent
M&A Advisory
IPO Advisory
Technology
and more

37. Portus Capital Management

Industry: Investment Management

Location: Tennessee

Website: portuscapitalmanagement.com

Company Size: 1-10

Company Address: 7101 Executive Center Drive, Brentwood, Tennessee, United States

Portus Capital Management Contact Details

Name Title LinkedIn Phone Email
Nick Elovitz Investment Advisor Representative
Requires/Intent
Predictive Analytics
Alternative Investment Consulting
Customer Relationship Management
Technology
Cloud Solutions
and more

38. Carmichael Capital, Inc.

Industry: Investment Management

Location: Tennessee

Website: carmichaelcapital.net

Company Founded: 1993

Company Size: 1-10

Company Address: 339 Main Street, Franklin, Tennessee, United States

Carmichael Capital, Inc. Contact Details

Name Title LinkedIn Phone Email
Art Creel Portfolio Manager And Investment Advisor
Requires/Intent
Legal
AI-Powered Financial Forecasting
FinTech Solutions For Investment Firms
SEO
Smart Contracts For Investment
and more

39. Haloroc Holdings

Industry: Investment Management

Location: Tennessee

Website: haloroc.com

Company Founded: 2015

Company Size: 11-50

Company Address: 3322 West End Avenue, Nashville, Tennessee, United States

Haloroc Holdings Contact Details

Name Title LinkedIn Phone Email
Jess Eccher Director Of Marketing
Requires/Intent
Digital Marketing
IoT
Cybersecurity Solutions
Private Wealth Management
IPO Advisory
and more

40. Nexus Global Capital

Industry: Investment Management

Location: Tennessee

Website: nexusglobalcapital.com

Company Founded: 2016

Company Size: 1-10

Company Address: 3102 West End Avenue, Nashville, Tennessee, United States

Nexus Global Capital Contact Details

Name Title LinkedIn Phone Email
Paul Drake President And Chief Executive Officer
Requires/Intent
Advertising
Hedge Fund Strategies
Public Relations
Digital Marketing
Legal
and more

41. Cypress Capital

Industry: Investment Management

Location: Tennessee

Website: cypresscapital.com

Company Founded: 2014

Company Size: 11-50

Company Address: 436 Main Street, Franklin, Tennessee, United States

Cypress Capital Contact Details

Name Title LinkedIn Phone Email
Mark Dodson Co-founder And Managing Partner
Requires/Intent
Portfolio Management Solutions
Hedge Fund Strategies
and more

42. Capwealth Advisors, Llc

Industry: Investment Management

Location: Tennessee

Website: capwealthgroup.com

Company Founded: 2000

Company Size: 11-50

Company Address: 4031 Aspen Grove Drive, Franklin, Tennessee, United States

Capwealth Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Alana Bolan Controller
Paige Murphy Financial Services Assistant
Requires/Intent
Predictive Analytics
Smart Contracts For Investment
ESG Investing & Impact Analysis
Digital Asset & Cryptocurrency Investment
and more

43. Monteagle Partners

Industry: Investment Management

Location: Tennessee

Website: monteaglepartners.com

Company Founded: 2017

Company Size: 1-10

Monteagle Partners Contact Details

Name Title LinkedIn Phone Email
Newt Pate Partner
Requires/Intent
Advertising
CRM Systems
and more

44. Hal Otey Financial

Industry: Investment Management

Location: Tennessee

Website: haloteyfinancial.com

Company Size: 1-10

Company Address: 530 Oak Court Drive, Memphis, Tennessee, United States

Hal Otey Financial Contact Details

Name Title LinkedIn Phone Email
Hal Otey Certified Financial Planner.â Owner
Somer Taylor Director Of Client Services
Ashlee Owen Director Of First Impressions
Requires/Intent
Mobile App Development
Business Expansion
ERP Solutions
and more

45. Kraft Asset Management, Llc

Industry: Investment Management

Location: Tennessee

Website: kraftasset.com

Company Founded: 2001

Company Size: 1-10

Company Address: 555 Great Circle Road, Nashville, Tennessee, United States

Kraft Asset Management, Llc Contact Details

Name Title LinkedIn Phone Email
Cortney Cost Chief Compliance Officer And Associate Wealth Advisor
Requires/Intent
SEO
Technology
AI
and more

46. Jrp Holding Company, Inc.

Industry: Investment Management

Location: Tennessee

Website: jrpholdingcompany.com

Company Size: 1-10

Jrp Holding Company, Inc. Contact Details

Name Title LinkedIn Phone Email
Jeremy Pickens Operations Administrator
Requires/Intent
Smart Contracts For Investment
Data Security
Technology
and more

47. Eddleman & Eddleman, Llc

Industry: Investment Management

Location: Tennessee

Website: eddleman.biz

Company Founded: 2005

Company Size: 1-10

Company Address: 36 Sandstone Circle, Jackson, Tennessee, United States

Eddleman & Eddleman, Llc Contact Details

Name Title LinkedIn Phone Email
Charles Andrews Enrolled Agent
Gail Stone Office Manager
Requires/Intent
E-commerce Integration
Market Research
Accounting
Public Relations
Customer Relationship Management
and more

48. Hays Advisory, Llc

Industry: Investment Management

Location: Tennessee

Company Founded: 1999

Company Size: 11-50

Hays Advisory, Llc Contact Details

Name Title LinkedIn Phone Email
Miriam Mcalister Internal Sales Director
David Harwood Senior Vice President
Darin Pritchett Director Of Sales And Marketing
Requires/Intent
Branding
Financial Due Diligence
AI
IPO Advisory
Portfolio Management Solutions
and more

49. Dog Groomers

Industry: Investment Management

Location: Tennessee

Company Size: 11-50

Company Address: 145 Cardinal Loop, Crossville, Tennessee, United States

Dog Groomers Contact Details

Name Title LinkedIn Phone Email
Lea Hey Self
Judy Henion Pet Groomer
Gina Alderman The Paw Spa
Richard Viens Owner
Jaci Jameson Groomer
Jessica Chavez Self Employed
Jessica Chavez Self Employed
Requires/Intent and 11 more Employees
Global Market Trend Analysis
Web Development
and more

50. Pfm Advisor

Industry: Investment Management

Location: Tennessee

Website: pfmadvisor.com

Company Founded: 1993

Company Size: 1-10

Company Address: 3100 West End Avenue, Nashville, Tennessee, United States

Pfm Advisor Contact Details

Name Title LinkedIn Phone Email
David Costello Chief Operations Officer
Requires/Intent
HR & Payroll Services
Branding
AI-Based Credit Risk Assessment
M&A Advisory
ERP Solutions
and more

51. Bills Asset Management

Industry: Investment Management

Location: Tennessee

Website: billsasset.com

Company Size: 1-10

Company Address: 1724 Green Hills Drive, Nashville, Tennessee, United States

Bills Asset Management Contact Details

Name Title LinkedIn Phone Email
Sam Bills Chief Executive Officer
Requires/Intent
E-commerce Integration
M&A Advisory
Cloud Hosting
and more

52. Summit Asset Management Llc

Industry: Investment Management

Location: Tennessee

Website: summitassetmanagement.com

Company Founded: 1991

Company Size: 1-10

Company Address: 5100 Wheelis Drive, Memphis, Tennessee, United States

Summit Asset Management Llc Contact Details

Name Title LinkedIn Phone Email
Soleil Lum Executive Administrator
Requires/Intent
Legal
Cloud Hosting
Branding
CRM Systems
and more

53. Laffer Investments

Industry: Investment Management

Location: Tennessee

Website: lafferinvestments.com

Company Founded: 1999

Company Size: 1-10

Company Address: 103 Murphy Court, Nashville, Tennessee, United States

Laffer Investments Contact Details

Name Title LinkedIn Phone Email
Stan Rogers Portfolio Manager
Requires/Intent
IoT
Risk Management & Compliance
Investor Relations & Reporting
Global Market Trend Analysis
and more

54. Porter-leath Early Childhood Foundation

Industry: Investment Management

Location: Tennessee

Company Founded: 2004

Company Size: 1-10

Company Address: 1900 Union Avenue, Memphis, Tennessee, United States

Porter-leath Early Childhood Foundation Contact Details

Name Title LinkedIn Phone Email
Willia Thompson Teacher Pre-k
Requires/Intent
Data Security
Market Research
Software Development
Investor Relations & Reporting
Robo-Advisors & AI Trading
and more

55. Epic Secure Solutions, Inc.

Industry: Investment Management

Location: Tennessee

Company Size: 1-10

Epic Secure Solutions, Inc. Contact Details

Name Title LinkedIn Phone Email
Adam Diena Investment Specialist
Requires/Intent
Customer Relationship Management
Private Wealth Management
CRM Systems
and more

56. Capital Square, Llc

Industry: Investment Management

Location: Tennessee

Website: capitalsquare.biz

Company Founded: 2017

Company Size: 1-10

Capital Square, Llc Contact Details

Name Title LinkedIn Phone Email
Mark Massey Investment Advisor Representative And Portfolio Manager
Requires/Intent
Portfolio Management Solutions
AI-Powered Financial Forecasting
and more

57. Dominion Partners Private Wealth Management

Industry: Investment Management

Location: Tennessee

Website: dominion-partners.com

Company Founded: 2011

Company Size: 1-10

Company Address: 6410 Poplar Avenue, Memphis, Tennessee, United States

Dominion Partners Private Wealth Management Contact Details

Name Title LinkedIn Phone Email
Brian Kinney President
Requires/Intent
Web Development
ERP Solutions
Hedge Fund Strategies
Cybersecurity Solutions
and more

58. Smith Goodrum Investments

Industry: Investment Management

Location: Tennessee

Website: smithgoodrum.com

Company Size: 1-10

Company Address: 9525 Cordova Park Road, Cordova, Tennessee, United States

Smith Goodrum Investments Contact Details

Name Title LinkedIn Phone Email
Joseph Smith Commodity Trader-managed Accts
Requires/Intent
Risk Management & Compliance
Financial Due Diligence
Private Wealth Management
AI Chatbots
AI-Based Credit Risk Assessment
and more

59. Affinity Financial Group Llc

Industry: Investment Management

Location: Tennessee

Website: affinitytucson.com

Company Size: 1-10

Company Address: 9131 Cross Park Drive, Knoxville, Tennessee, United States

Affinity Financial Group Llc Contact Details

Name Title LinkedIn Phone Email
Arline Magallon Insurence Agent
Requires/Intent
Portfolio Management Solutions
FinTech Solutions For Investment Firms
and more

60. Seaton Capital Investments

Industry: Investment Management

Location: Tennessee

Company Size: 1-10

Company Address: 330 Mallory Station Road, Franklin, Tennessee, United States

Seaton Capital Investments Contact Details

Name Title LinkedIn Phone Email
Rick Seaton Owner And President
Requires/Intent
Portfolio Management Solutions
CRM Systems
Digital Asset & Cryptocurrency Investment
IPO Advisory
Global Market Trend Analysis
and more

61. Cravens & Company

Industry: Investment Management

Location: Tennessee

Website: cravensco.com

Company Founded: 1996

Company Size: 1-10

Company Address: 1080 Interstate Drive, Cookeville, Tennessee, United States

Cravens & Company Contact Details

Name Title LinkedIn Phone Email
Guthrie Lattanzi Junior Planner And Analyst And Client Service Specialist
Requires/Intent
SEO
Institutional Asset Management
Alternative Investment Consulting
and more

62. Winningham Trucking

Industry: Investment Management

Location: Tennessee

Company Size: 1-10

Company Address: 200 Ryan Road, Crossville, Tennessee, United States

Winningham Trucking Contact Details

Name Title LinkedIn Phone Email
Jamie England Truck Driver
Requires/Intent
Business Expansion
Hedge Fund Strategies
AI-Based Credit Risk Assessment
and more

63. Brandon Financial Planning Inc

Industry: Investment Management

Location: Tennessee

Website: brandonplanning.com

Company Size: 1-10

Company Address: P/o Box 770870, Memphis, Tennessee, United States

Brandon Financial Planning Inc Contact Details

Name Title LinkedIn Phone Email
Ray Brandon Chief Executive Officer
Requires/Intent
Advertising
CRM Systems
Web Development
and more

64. Demoss Capital, Inc.

Industry: Investment Management

Location: Tennessee

Website: demosscapital.com

Company Founded: 2007

Company Size: 1-10

Company Address: 25 East Main Street, Chattanooga, Tennessee, United States

Demoss Capital, Inc. Contact Details

Name Title LinkedIn Phone Email
Frank Lewis Vice President, Investments
Requires/Intent
CRM Systems
Data Security
Business Expansion
and more

65. Wealth Investors Llc

Industry: Investment Management

Location: Tennessee

Website: wealthinvestors.com

Company Founded: 2010

Company Size: 1-10

Company Address: 1016 West Poplar Avenue, Collierville, Tennessee, United States

Wealth Investors Llc Contact Details

Name Title LinkedIn Phone Email
Ashley Ivie Mentor Manager
Requires/Intent
Tax Optimization For Investments
IoT
Market Research
AI-Based Credit Risk Assessment
and more

66. Fuerst Consulting Group

Industry: Investment Management

Location: Tennessee

Website: fuerstconsultinggroup.com

Company Size: 1-10

Company Address: 6005 Century Oak Drive, Chattanooga, Tennessee, United States

Fuerst Consulting Group Contact Details

Name Title LinkedIn Phone Email
Elliot Pierce Project Manager
Requires/Intent
Financial Management
FinTech Solutions For Investment Firms
Risk Management & Compliance
Public Relations
and more
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Tennessee Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Kristine Davenport The Trust Company Of Knoxville Relationship Manager
2 Daniel Carter The Trust Company Of Knoxville President
3 Andy Muldoon The Trust Company Of Knoxville Senior Vice President
4 Lindsay Cates The Trust Company Of Knoxville Marketing Director
5 Lara Fleming The Trust Company Of Knoxville Chief People Officer
6 Megan Noble The Trust Company Of Knoxville Law Clerk
7 Susan Williams The Trust Company Of Knoxville Vice President And Certified Financial Planner
8 Steven Delarosa Chickasaw Capital Management, Llc Managing Director
9 Walter Frank Chickasaw Capital Management, Llc Associate Analyst
10 Andrew Lapsley Chickasaw Capital Management, Llc Managing Director
11 Matt Mead Chickasaw Capital Management, Llc Principal, Chickasaw Capital Management, Llc
12 Will Threadgill Chickasaw Capital Management, Llc Controller
13 Andy Garrett Chickasaw Capital Management, Llc General Counsel
14 Heather Ottinger Chickasaw Capital Management, Llc Client Analyst
15 Tucker Davis Southernsun Asset Management Senior Associate - Business Development And Client Relations
16 Michael Mcnamara Southernsun Asset Management Principal
17 John Roach Southernsun Asset Management Principal, Chief Administrative Officer
18 Gentry Martin Southernsun Asset Management Senior Associate
19 Jenell Jones Southernsun Asset Management Executive Administrative Assistant
20 Kaci Willard Southernsun Asset Management Executive Assistant, Global Investment Group
21 Jim Dorman Southernsun Asset Management Senior Analyst
22 Richard Patton Courage Capital Management, Llc Chief Executive Officer And Chief Information Officer Of Courage Capital Management
23 Brent Wilson Courage Capital Management, Llc Associate
24 Blake Rowlinson Courage Capital Management, Llc Investment Associate At Courage Music
25 Jason Somerville Courage Capital Management, Llc Portfolio Manager Of Courage Music
26 Darrell Horn Green Square Capital, Llc Chief Executive Officer
27 Edward Francis Green Square Capital, Llc Investment Advisor
28 Richard Finch Green Square Capital, Llc President
29 Mallory Raffensberger Green Square Capital, Llc Director Of Reporting
30 Elizabeth Carlisle Green Square Capital, Llc Administrative Services Manager
31 Steve Gutermuth Green Square Capital, Llc Managing Director
32 Ryan Taylor Green Square Capital, Llc Director Of Alternatives
33 Macc Reese Veltenaar Acumen Wealth Advisors Wealth Strategist, Managing Partner
34 Arie Veltenaar Acumen Wealth Advisors Client Ambassador
35 Lindsay Nance Acumen Wealth Advisors Private Client Relationship Manager
36 Arie Veltenaar Acumen Wealth Advisors Client Ambassador
37 M.acc Reese Veltenaar Acumen Wealth Advisors Partner At Acumen Wealth Advisors
38 Lindsay Nance Acumen Wealth Advisors Private Client Relationship Manager
39 Reese Veltenaar Acumen Wealth Advisors Managing Partner
40 Richard Cox Cox Wealth Management, Llc Chief Managing Member

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 Hampshire 87
30 Investment Management Startups and Companies in New Jersey 709
31 Investment Management Startups and Companies in New Mexico 47
32 Investment Management Startups and Companies in New York 4591
33 Investment Management Startups and Companies in North Carolina 164
34 Investment Management Startups and Companies in North Dakota 4
35 Investment Management Startups and Companies in Ohio 326
36 Investment Management Startups and Companies in Oklahoma 148
37 Investment Management Startups and Companies in Oregon 298
38 Investment Management Startups and Companies in Pennsylvania 617
39 Investment Management Startups and Companies in Rhode Island 36
40 Investment Management Startups and Companies in South Carolina 129
41 Investment Management Startups and Companies in South Dakota 13
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 Tennessee

No. Cities Number of Contacts Download
1 Investment Management Companies in Nashville 2070
2 Investment Management Companies in Memphis 1840
3 Investment Management Companies in Knoxville 460
4 Investment Management Companies in Franklin 575
5 Investment Management Companies in Brentwood 575
6 Investment Management Companies in Chattanooga 575