Investment Management companies

BNY Mellon is a global financial services platform providing securities services, investment management, wealth management, and treasury services across more th…

Luma Financial Technologies provides a carrier-neutral fintech platform for researching, pricing, ordering and managing alternative investments such as structur…

BakerAvenue is a wealth management and investment advisory firm, founded in 2004 and headquartered in San Francisco, serving high-net-worth clients, trusts, fou…

Equi is a San Francisco-based SEC-registered investment advisor and digital family office running a tech-driven multi-manager hedge fund platform and white-labe…

Allocate, founded in 2021, provides infrastructure and AI-powered tools connecting wealth advisors and family offices with private fund managers, handling subsc…

Prudential Financial, founded in 1875, is a global financial services firm offering life and group insurance, annuities, retirement services and investment mana…

Deeter Analytics is a privately held investment research and trading firm managing about $500 million, building foundational AI models and statistical trading a…

UTIMCO is a non-profit investment manager overseeing more than $80 billion in endowment and other funds for the UT System and Texas A&M System.

Confluence Technologies provides automated back-office software and data analytics solutions for the investment management industry, covering performance measur…

Dodge & Cox is a San Francisco-based investment management firm that manages equity and fixed income portfolios for clients globally, with roles spanning invest…

Juniper Square provides a unified platform for fund operations, connecting GPs and LPs in private markets and managing $1 trillion in LP capital across 40,000 f…

Lowenstein Sandler LLP is a national law firm with over 400 lawyers, specializing in sectors including technology, life sciences, and investment funds.

Polychain Capital is a global investment firm managing actively managed portfolios of blockchain assets, specializing in cryptocurrency and blockchain technolog…

Vanguard is an investment management company serving 50 million investors with over $9 trillion in assets under management, known for pioneering low-cost index…

Dimensional Fund Advisors is a global investment firm that applies financial science and academic research to manage assets across mutual funds, ETFs, and susta…

Securian Financial is a long-standing financial services company providing insurance, investment, and retirement solutions to customers in the United States and…

SEI is a global financial technology and operations company providing investment processing, fund administration, and wealth management solutions to the asset m…

Neuberger Berman is a private, employee-owned investment manager founded in 1939, managing $563bn in client assets across quantitative, equity, fixed income, pr…

Fee-only registered investment advisory and financial planning firm, founded 1999, providing integrated wealth management including investment, tax, estate and…

AppFolio builds cloud-based property and investment management software with agentic AI and automation, supporting 8 million units for over 20,000 real estate c…