Radar · Asset Management in Atlanta
Best Asset Management Companies in Atlanta, United States
The 67 best Asset Management companies in Atlanta, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Peachtree Group.
By Rohit KhannaTrends & Stories
67companies tracked
$318.8Mdisclosed funding
1unicorns
7have raised
Ranked: Best Asset Management companies in Atlanta
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Peachtree Group Provider of asset management services | $173M | 3 mo ago | Series D | Greg Friedman CEO | 2007 | WebflowAmazon Web ServicesSleeknote+22 | — | — |
| 2 | Global Atlantic Life insurance firm | $141M | 182 mo ago | Acquired | Allan Levine Co-Founder & CEO | 1985 | — | 21 patents Warehouse inventory control and material usage monitoring systems for carpet roll management | — |
| 3 | Digital Opportunities Group Provider of investment solutions | $2M | 49 mo ago | Seed | Phillip Moran Co-Founder & CEO | 2021 | — | — | — |
| 4 | Edge Capital Provider of wealth management services | $2M | 202 mo ago | Seed | Ansel Davis Managing Director | 2006 | — | — | — |
| 5 | Fourcore Provider of financial services focused on global asset, wealth, and investment management, leveraging… | $100K | 1 mo ago | Seed | Jordan Waring Co-CEO | 2024 | — | — | — |
| 6 | BIP Wealth Provider of wealth management services | — | 4 mo ago | Seed | Bill Harris Co-Founder & CEO | 2007 | WordPressApple iCloud MailMicrosoft 365+28 | — | 1 partnership |
| 7 | KNAV Provider of finace and accounting services for businesses | — | 21 mo ago | Funding Raised | Khozema Anajwalla Co-Founder | 1999 | — | — | 1 launch |
| 8 | Homrich Berg 🦄 Investment management and wealth management firm | — | 58 mo ago | Late Stage | Thomas Carroll CEO & President | 1989 | WordPressMySQLPHP+26 | — | — |
Top 9 Asset Management companies in Atlanta
#1
Series D · Atlanta, Georgia · founded 2007 · 126 employees$173.4Mraised▾
Series D · Atlanta, Georgia · founded 2007 · 126 employees
Peachtree Group is an investment firm specializing in commercial real estate assets and other ventures. With a diverse portfolio and billions under management, they offer services designed to protect and grow investments. They also provide third-party management services for hotels, including staffing and performance management.
Funding rounds
- Mar 2026Series D$3.2M
- Aug 2025Series D$28M
- Jan 2025Series D—
- Dec 2024Series D$16M
Founders & team
Tech stack
CloudflareCloudflare Bot ManagementFacebook PixelGoogle AnalyticsGoogle Tag ManagerHsts
#2
Seed · Atlanta, Georgia · founded 2024$100Kraised▾
Seed · Atlanta, Georgia · founded 2024
Four Core is a company that provides solutions to promote energy efficiency, renewable energy, and sustainable development. Their organization focuses on addressing the climate crisis, offering services that help clients reduce their carbon footprint and achieve environmental sustainability. With a strong presence in the market, Four Core is dedicated to creating a healthier and more resilient planet for future generations.
Funding rounds
- Apr 2026Seed$100K
Founders & team
#3
Acquired · Atlanta, Georgia · founded 1985$140.9Mraised▾
Acquired · Atlanta, Georgia · founded 1985
Life insurance firm
Founders & team
Investors
Century Equity Partners
#4
Seed · Atlanta, Georgia · founded 2021 · 5 employees$2.5Mraised▾
Seed · Atlanta, Georgia · founded 2021 · 5 employees
Provider of investment solutions
LinkedIn Pulse recent public activity · Jul 2026
Audience: 708 LinkedIn followers
Activity: 1 partnerships (incl. Circle Alliance Program) announced in 12 mo
Funding rounds
- May 2022Seed$2.5M
Founders & team
#5
Seed · Atlanta, Georgia · founded 2006 · 48 employees$1.9Mraised▾
Seed · Atlanta, Georgia · founded 2006 · 48 employees
Provider of wealth management services
Funding rounds
- Aug 2009Seed$1.9M
Founders & team
Tech stack
WordpressMysqlPhpTheme Freesia EdgeContact Form 7Yoast Seo
#6
Seed · Atlanta, Georgia · founded 2007 · 38 employees—raised▾
Seed · Atlanta, Georgia · founded 2007 · 38 employees
Provider of wealth management services
LinkedIn Pulse recent public activity · Jul 2026
Audience: 4k LinkedIn followers — 5.8% of this cohort's audience
Activity: 1 partnerships (incl. Rex Macey, CFA®, CFP®) announced in 12 mo
Funding rounds
- Feb 2026Seed—
Founders & team
Investors
Constellation Wealth Capital
Tech stack
Alpine.JsAosApple Icloud MailCivicthemeCloudflareCloudflare Bot Management
#7
Funding Raised · Atlanta, Georgia · founded 1999—raised▾
Funding Raised · Atlanta, Georgia · founded 1999
Provider of finace and accounting services for businesses. It offer range of services across assurance, tax, and advisory practices.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 28k LinkedIn followers — 43.5% of this cohort's audience
Activity: 1 product launches announced in 12 mo
Funding rounds
- Sep 2024Unattributed—
Founders & team
Investors
NK Squared
#8
Late Stage · Atlanta, Georgia · founded 1989 · 112 employees$1Braised▾
Late Stage · Atlanta, Georgia · founded 1989 · 112 employees
Investment management and wealth management firm
LinkedIn Pulse recent public activity · Jul 2026
Audience: 7k LinkedIn followers — 11.6% of this cohort's audience
Founders & team
Investors
New Mountain Capital
Tech stack
WordpressMysqlPhpYoutubeAnimate.CssYoast Seo
#9
Seed · Atlanta, Georgia · founded 2009 · 46 employees—raised▾
Seed · Atlanta, Georgia · founded 2009 · 46 employees
Wealth management firm
LinkedIn Pulse recent public activity · Jul 2026
Audience: 4k LinkedIn followers — 6.5% of this cohort's audience
Hiring: 1 hiring post in 12 mo (public) · hiring: Executive Assistant, Private Capital Operations Associate
Funding rounds
- Jan 2010Seed—
Investors
Rosemont Investment Group
Tech stack
Apple Icloud MailCloudflareCloudflare Bot ManagementCore-JsFacebook PixelGoogle Analytics
Funding & investor landscape
$318.8Mtotal disclosed funding
5companies funded
11disclosed rounds
1rounds last 90 days
Most active investors
NK Squared1 rounds
Notable founders
Greg Friedman
CEO · Peachtree Group
Jordan Waring
Co-CEO · Fourcore
Neil Fillary
Co-CEO · Fourcore
Allan Levine
Co-Founder & CEO · Global Atlantic
Phillip Moran
Co-Founder & CEO · Digital Opportunities Group
Ansel Davis
Managing Director · Edge Capital
Bill Harris
Co-Founder & CEO · BIP Wealth
Mark Buffington
Co-Founder · BIP Wealth
Khozema Anajwalla
Co-Founder · KNAV
Vaibhav Manek
Co-Founder · KNAV
Thomas Carroll
CEO & President · Homrich Berg
Andy Berg
Chairman of Board · Homrich Berg
Prism market signals · United States · country-scoped Prism corpus, 13,477,469 docs
Market landscape — 10 sub-themes by coverage
Share of Asset Management coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
Common questions
How many Asset Management companies are there in Atlanta, United States?
Radar tracks 67 indexable Asset Management companies headquartered in Atlanta, United States that meet our profile-completeness bar.
What is the total funding raised by Asset Management companies in Atlanta, United States?
The Asset Management companies in Atlanta, United States on this list have raised a combined $318.8M in disclosed equity funding across 5 funded companies.
Which is the highest-funded Asset Management company in Atlanta, United States?
Peachtree Group is the highest-funded Asset Management company in Atlanta, United States, with $173.4M in disclosed equity funding.
How many Asset Management companies in Atlanta, United States are funded?
5 of the 67 Asset Management companies in Atlanta, United States on this list have disclosed at least one equity funding round.
How many Asset Management unicorns are there in Atlanta, United States?
1 Asset Management company in Atlanta, United States on this list is valued at $1B or more.
Who are the top investors in Atlanta, United States Asset Management companies?
The most active investors in Atlanta, United States Asset Management companies on this list include Century Equity Partners, Constellation Wealth Capital, NK Squared, New Mountain Capital, Rosemont Investment Group.
Rohit KhannaTrends & Stories
Rohit lives in the feed. He covers what's moving right now — the funding rounds, launches and shifts breaking across the trade press — and ties them back to where the sector is heading.