Radar · Asset Management in California
Best Asset Management Companies in California, United States
The 490 best Asset Management companies in California, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Pacific Life.
By Riya SenguptaFinancials
490companies tracked
$4.6Bdisclosed funding
1unicorns
42have raised
Ranked: Best Asset Management companies in California
| # | Company | Disclosed funding | Last round | Employees | Founder | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Pacific Life Insurance company | $2.0B | 15 mo ago | 3,138 3,138 → 4,845 (+54%) · sector median +48% | Darryl Button President and CEO | Adobe Experience ManagerApple iCloud MailMicrosoft 365+23 | — | 1 award |
| 2 | Marcato Capital Management Diversified investment management firm | $666M | 114 mo ago | 16 | Mick Guire Founder | — | — | — |
| 3 | Lvrch Capital Provider of mutual fund, financial and investment management services | $600M | 34 mo ago | 142 | — | — | — | — |
| 4 | Kennedy Wilson Real estate investment firm | $300M | 51 mo ago | 259 259 → 494 (+91%) · sector median +48% | William McMorrow CEO | DrupalApple iCloud MailMariaDB+21 | — | 1 job opening · 1 partnership · 1 award |
| 5 | Bailard Provider of wealth management services | $278M | 95 mo ago | 67 67 → 96 (+43%) · sector median +48% | Peter Hill Chairman and Chief Executive Officer | WordPressMySQLPHP+24 | — | 1 partnership · 2 awards |
| 6 | Point Digital Finance Online home equity loans platform | $246M | 49 mo ago | 144 | — | WebflowApple iCloud MailGoogle Workspace+22 | — | — |
| 7 | Sonnenblick-Eichner Company Real estate investment banking and advisory firm | $86M | 86 mo ago | — | David Sonnenblick Co-Founder & Principal | — | — | — |
| 8 | TriLinc Global Investment management firm | $50M | 42 mo ago | — | Gloria Nelund Chairman and CEO | WordPressMySQLSalesforce+27 | — | — |
| 9 | EB5 United Real estate investment firm | $45M | 12 mo ago | — | Scott Fuller Co-Founder & CEO | WordPressMySQLPHP+33 | — | — |
| 10 | Griffin Capital Company Wealth management firm & equity REIT investing in healthcare, office, industrial & retail properties | $41M | 113 mo ago | 154 154 → 121 (-21%) · sector median +48% | — | — | — | 1 partnership · 1 award |
| 11 | True Capital Management Multi-family office | $31M | 76 mo ago | 39 | — | — | — | — |
| 12 | Aspiriant Independent wealth management firm | $27M | 49 mo ago | 187 187 → 249 (+33%) · sector median +48% | Rob Francais Founder & CEO | WordPressMySQLPHP+24 | — | — |
| 13 | Lendtable Wealth management firm | $27M | 32 mo ago | 34 | Sheridan Clayborne Co-Founder | — | — | — |
| 14 | EQIS Diversified investment management firm | $24M | 77 mo ago | 50 | Joseph Hunter CEO & President | — | — | — |
| 15 | Ubiquity Retirement & Savings Provider of retirement plans & savings ideas | $20M | 86 mo ago | 94 | — | WebflowApple iCloud MailMicrosoft 365+30 | — | — |
| 16 | Hedonova Hedge funds focused on alternative assets | $18M | 48 mo ago | 30 | Alexander C Chief Executive Officer | — | — | — |
| 17 | Spyglass Capital Management Diversified investment management firm | $18M | 98 mo ago | 10 | Jim Robillard Founder and CIO | WordPressMySQLPHP+20 | — | — |
| 18 | Aperio Direct indexing and separately managed accounts (SMA) solutions provider | $16M | 84 mo ago | 102 | Patrick Geddes CEO | — | 145 patents Patents concentrated in electrical & electronics | — |
| 19 | Causeway Diversified investment management firm | $9M | 98 mo ago | 8 | Sarah Ketterer Co-Founder & CEO | WordPressApple iCloud MailMicrosoft 365+23 | — | 1 award |
| 20 | Space An entrepreneurial real estate investment, development, and management company | $8M | 51 mo ago | — | Ryan Gallagher Co-Founder | — | — | — |
| 21 | Asato AI-powered platform for asset management | $8M | 30 mo ago | 1 | Anush Mohandass Co-Founder and Chief Product Officer | WebflowApple iCloud MailMicrosoft 365+14 | — | — |
| 22 | Accord Diversified investment management firm | $7M | 66 mo ago | 13 13 → 16 (+23%) · sector median +48% | Desi Co Co-Founder & Managing Partner | WixSentryApple iCloud Mail+14 | — | — |
| 23 | PointOne Provider of multi-family office services including investment, planning, and family support | $6M | 6 mo ago | — | Ashley McGuinness Co-Founder & Managing Director | — | — | — |
| 24 | CFN Enterprises Investment management firm | $5M | 40 mo ago | 14 | Brian Ross CEO | — | — | — |
| 25 | AWM Capital Provider of wealth management services | $5M | 49 mo ago | 19 19 → 43 (+126%) · sector median +48% | Robert McConchie Co-Founder | — | — | — |
| 26 | Cambrian Asset Management Diversified investment management firm | $4M | 70 mo ago | 11 | Martin Green Co-Founder & CEO | — | — | — |
| 27 | Anfield Capital Insourced investment team partner for financial intermediaries, foundations, and endowments | $4M | 92 mo ago | — | David Young Founder & CEO | WixSentryBootstrap+12 | — | — |
| 28 | Wave Financial Diversified investment firm | $4M | 71 mo ago | 58 | David Siemer CEO | WordPressApple iCloud MailGoogle Workspace+27 | — | — |
| 29 | Avistone Provider of real estate investment management services | $3M | 4 mo ago | 9 | Michael Sihilling CEO | WordPress Block EditorWordPressMySQL+26 | — | — |
| 30 | Just Invest Investment management firm | $3M | 71 mo ago | 13 | Jonathan Hudacko CEO | — | — | — |
| 31 | Easop Provider of investment management services | $2M | 33 mo ago | 16 | — | — | — | — |
| 32 | Hempacco Manufacturer of innovative, filtered hemp smokable products disrupting the tobacco industry | $2M | 26 mo ago | — | Sandro Piancone Founder & CEO | WordPressMySQLPHP+23 | — | — |
| 33 | Curated Multi-family office | $2M | 83 mo ago | — | Lee Hutter CEO | — | — | — |
| 34 | Pensionmark Provider of retirement planning services | $2M | 129 mo ago | — | Charles Blanton CEO & MD | — | — | — |
| 35 | Capital Growth Planning Diversified investment management firm | $1M | 177 mo ago | — | Susan Kim Owner | — | — | — |
| 36 | Community Investment Management Private credit for fintechs, enabling responsible growth in underserved markets | $1M | 127 mo ago | 10 | Jacob Haar Co-Founder | — | — | 1 job opening |
| 37 | Trust Egg Child Trust Fund provider offering ethical, climate-friendly investment options | $1M | 149 mo ago | — | — | — | — | — |
| 38 | Blume Capital Investment & wealth management firm | $133K | 153 mo ago | 6 | — | — | — | — |
| 39 | Gates Mills Technologies Operator of a quantitative investment management firm specializing in equity securities | $120K | 25 mo ago | — | Joseph Bebel Co-Founder | — | — | — |
| 40 | MINWO Wealth management firm | $20K | 64 mo ago | 24 | Melanie Akwule Founder & CEO | — | — | — |
| 41 | PIMCO Diversified investment management firm | — | 2 mo ago | 4,277 | Mark Kiesel Managing Director | SitecoreApple iCloud MailVideoJS+18 | — | — |
| 42 | Wells Fargo Provider of diverse financial services and online banking | — | 8 mo ago | 204,223 204,223 → 237,167 (+16%) · sector median +48% | Nick Marwaha Managing Director | Apple iCloud MailTailwind CSSAmazon Web Services+21 | 4,804 patents Secure mobile and IoT financial transaction processing, authentication, and cryptographic services. | — |
Top 12 Asset Management companies in California
#1
Late Stage · Newport Beach, California · founded 1868 · 3138 employees$2Braised▾
Late Stage · Newport Beach, California · founded 1868 · 3138 employees
Pacific Life is an insurance company. Their products include life insurance products, annuities, and mutual funds. The company also offers investment products and services to individuals, businesses, and pension plans. In 2022, the company recorded annual revenues of $13.36B and a net profit of $0.76B.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 63k LinkedIn followers
Activity: 1 awards announced in 12 mo
Founders & team
Tech stack
Adobe AnalyticsAdobe Audience ManagerAdobe Client Data LayerAdobe Experience ManagerAdobe Experience Platform Identity ServiceAdobe Experience Platform Launch
#2
Series B · Los Angeles, California · founded 2013$44.9Mraised▾
Series B · Los Angeles, California · founded 2013
Real estate investment firm
LinkedIn Pulse recent public activity · Jul 2026
Audience: 1k LinkedIn followers
Funding rounds
- May 2025Series B$4.7M
- Oct 2023Series B$10.4M
- Feb 2022Series B$29.8M
Founders & team
Tech stack
Anime.JsCloudflareCloudflare Bot ManagementCore-JsFacebook PixelFancybox
#3
Series A · Laguna Niguel, California · founded 2012 · 9 employees$2.9Mraised▾
Series A · Laguna Niguel, California · founded 2012 · 9 employees
Provider of real estate investment management services
LinkedIn Pulse recent public activity · Jul 2026
Audience: 1k LinkedIn followers
Funding rounds
- Feb 2026Series A$6.3M
- Nov 2024Series A$2M
- Nov 2017Series A$2.9M
Founders & team
Investors
Bain Capital Private Equity
Tech stack
WordpressMysqlPhpWp RocketYoast SeoRecaptcha
#4
Series A · Manhattan Beach, California · founded 2025$6.5Mraised▾
Series A · Manhattan Beach, California · founded 2025
Provider of multi-family office services including investment, planning, and family support. The firm offers investment advisory, private placements, and family office support. Support includes estate planning, philanthropy, tax, governance, and concierge services. The firm’s investment banking platform focuses on complex transactions, private placements, and liquidity solutions. It also has a principal investing platform deploying capital through commitments and co-investments.
Funding rounds
- Dec 2025Series A$6.5M
- Dec 2025Conventional Debt—
Founders & team
#5
Series D · Woodland Hills, California · founded 2013 · 142 employees$600Mraised▾
Series D · Woodland Hills, California · founded 2013 · 142 employees
Operator of an asset management platform intended to provide active financial advisory and management services to a broad range of clients. The company offers a broad range of investment products ranging from equities to fixed-income and alternative investments, providing both individual and institutional investors with financial advisory, management services, investment support, and guidance.
#6
Series C · Palo Alto, California · founded 2015 · 144 employees$245.7Mraised▾
Series C · Palo Alto, California · founded 2015 · 144 employees
Online home equity loans platform. Enables homeowners to sell fractional equity in their homes to get a loan that can be used for various purposes. Users do not pay monthly interest. The platform profits when there is an appreciation in the value of the property. Users need to provide their basic details online. The platform then conducts an on-site appraisal, & uses 3rd-party automated valuation models (AVMs), and proprietary pricing algorithms to determine the value of the property and the amount of loan that can be provided.
Funding rounds
- May 2022Series C$115M
- Mar 2019Series B$122M
- Jun 2017Series A$250K
- Sep 2016Series A$8.4M
Investors
Prudential, DAG Ventures, Andreessen Horowitz, Ribbit Capital, Enterprise Community, Bloomberg Beta
Tech stack
Amazon S3Amazon Web ServicesApple Icloud MailBootstrapBugsnagCaddy
#7
Acquired · Beverly Hills, California · founded 1977 · 259 employees$300Mraised▾
Acquired · Beverly Hills, California · founded 1977 · 259 employees
Real estate investment firm. It offers acquisition, asset management, disposition and other investment-related services through several different investment vehicles.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 23k LinkedIn followers · 93 engagements/post (6.7× cohort median)
Hiring: 1 hiring post in 12 mo (public) · hiring: Senior Project Manager
Activity: 1 partnerships · 1 awards (incl. Jamison) announced in 12 mo
Funding rounds
- Feb 2022Post IPO$300M
Founders & team
Investors
Eldridge Industries, Fairfax Financial Holdings, IHP Capital Partners
Tech stack
Apple Icloud MailBootstrapCloudflareCloudflare Bot ManagementDocusignDrupal
#8
Series A · San Francisco, California · founded 2019 · 34 employees$26.7Mraised▾
Series A · San Francisco, California · founded 2019 · 34 employees
Provider of cash advance services intended to help people secure their retirement financially. The company's services offer exactly the amount customers will need to get the employer match, while the customers pay the company back through a service fee, enabling individuals to supplement monthly income with the money they put toward employee benefits.
Funding rounds
- Sep 2023Grant (prize money)—
- Nov 2021Series A$4.1M
- Sep 2021Series A$18.9M
- Oct 2020Seed$3.5M
Founders & team
Investors
Y Combinator, Valor Equity Partners, Streamlined Ventures, Valia, Partech Partners, Green Visor Capital
#9
Series D · San Francisco, California · founded 2002 · 16 employees$666.2Mraised▾
Series D · San Francisco, California · founded 2002 · 16 employees
Diversified investment management firm
Funding rounds
- Dec 2016Series D$666.2M
Founders & team
#10
Series C · Manhattan Beach, California · founded 2008$50Mraised▾
Series C · Manhattan Beach, California · founded 2008
Investment management firm
LinkedIn Pulse recent public activity · Jul 2026
Audience: 4k LinkedIn followers
Activity: 1 awards announced in 12 mo
Funding rounds
- Nov 2022Series C$50M
Founders & team
Investors
BlueOrchard, Kfw, Access Ventures, Radicle Capital
Tech stack
Apache Http ServerCdnjsCloudflareCloudflare Bot ManagementContact Form 7Core-Js
#11
Series D · Foster City, California · founded 1969 · 67 employees$278.4Mraised▾
Series D · Foster City, California · founded 1969 · 67 employees
Provider of wealth management services
LinkedIn Pulse recent public activity · Jul 2026
Audience: 3k LinkedIn followers
Activity: 1 partnerships · 2 awards (incl. 95.7 The Game) announced in 12 mo
Founders & team
Tech stack
WordpressMysqlPhpWordpress Super CachePopup MakerTablepress
#12
Series B · Los Angeles, California · founded 2010 · 187 employees$27Mraised▾
Series B · Los Angeles, California · founded 2010 · 187 employees
Independent wealth management firm
LinkedIn Pulse recent public activity · Jul 2026
Audience: 7k LinkedIn followers
Funding rounds
- May 2022Series B$7.9M
- May 2021Series A$2.8M
- Mar 2016Series A$5M
- Dec 2015Series A$5.8M
Founders & team
Tech stack
CdnjsClickceaseCloudflareCloudflare Bot ManagementDocusignFlickity
Funding & investor landscape
$4.6Btotal disclosed funding
40companies funded
64disclosed rounds
0rounds last 90 days
Most active investors
Y Combinator3 rounds
Notable founders
Darryl Button
President and CEO · Pacific Life
Scott Fuller
Co-Founder & CEO · EB5 United
Michael Sihilling
CEO · Avistone
Daniel Culler
Co-Founder & CEO · Avistone
Ashley McGuinness
Co-Founder & Managing Director · PointOne
Ari Segal
Co-Founder · PointOne
Jake Harris
Managing Director · Kennedy Wilson
Mary Ricks
President · Kennedy Wilson
Sheridan Clayborne
Co-Founder · Lendtable
Mitchell Jones
Co-Founder · Lendtable
Mick Guire
Founder · Marcato Capital Management
Mick McGuire
Founder · Marcato Capital Management
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 California, United States?
Radar tracks 490 indexable Asset Management companies headquartered in California, United States that meet our profile-completeness bar.
What is the total funding raised by Asset Management companies in California, United States?
The Asset Management companies in California, United States on this list have raised a combined $4.6B in disclosed equity funding across 40 funded companies.
Which is the highest-funded Asset Management company in California, United States?
Pacific Life is the highest-funded Asset Management company in California, United States, with $2B in disclosed equity funding.
How many Asset Management companies in California, United States are funded?
40 of the 490 Asset Management companies in California, United States on this list have disclosed at least one equity funding round.
How many Asset Management unicorns are there in California, United States?
1 Asset Management company in California, United States on this list is valued at $1B or more.
Who are the top investors in California, United States Asset Management companies?
The most active investors in California, United States Asset Management companies on this list include Golden Gate Capital, Lovell Minnick Partners, Y Combinator, Access Ventures, Berkshire Global Advisors.
Riya SenguptaFinancials
Riya reads income statements for fun. She covers the real money in a sector — revenue, growth, who actually earns — and never met a vague claim she didn't want a number for.