Best Asset Management Companies in Colorado, United States
The 111 best Asset Management companies in Colorado, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Phoenix Capital Group.
Ranked: Best Asset Management companies in Colorado
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Phoenix Capital Group Provider of oil & gas investment services | $564M | 33 mo ago | Funding Raised | — | 2019 | — | — | — |
| 2 | ArrowMark Partners Investment management firm specializing in public and private credit and equity | $310M | 158 mo ago | Public | Sanjai Bhonsle CEO | 2007 | — | — | 1 award |
| 3 | First Western Trust Wealth management firm | $51M | 75 mo ago | Public | Scott Wylie CEO | 2004 | WordPress Block EditorWordPressMySQL+33 | — | — |
| 4 | Crestone Capital Wealth management firm | $26M | 68 mo ago | Acquired | Eric Kramer CEO | 1991 | — | — | — |
| 5 | Swan Global Investments Options-based investment strategies for long-term investors seeking growth and risk management | $23M | 134 mo ago | Late Stage | — | 1997 | WordPressSentryMySQL+28 | — | — |
| 6 | USCF Provider of exchange-traded funds focused on commodities and alternative investments | $13M | 88 mo ago | Public | John Love President & CEO | 2005 | PHPBrightEdgeLazySizes+9 | — | — |
| 7 | Mercer Advisors Provider of wealth management and advisory services for investment industries | $9M | 36 mo ago | Acquired | Dave Welling CEO | 1985 | WordPressApple iCloud MailMySQL+39 | — | 1 partnership · 1 award |
| 8 | Charles Schwab Diversified asset management firm | $6M | 197 mo ago | Public | Walt Bettinger President & CEO | 1971 | DrupalPHPAmazon Web Services+26 | 248 patents Cybersecurity analytics and network traffic inspection for financial transaction platforms | — |
| 9 | AthenaInvest Investmnet portfolio management firm | $5M | 120 mo ago | Series A | Tom Howard Founder & CEO | 2005 | WordPressMySQLPHP+11 | 9 patents Financial investment classification, tracking, and market analytics software. | — |
| 10 | CCFO Provider of financial advisory services | $5M | 143 mo ago | Seed | — | — | — | — | — |
| 11 | MG Stover Provider of financial advisory services | $2M | 89 mo ago | Acquired | — | 2007 | — | — | — |
| 12 | 361 Capital Diversified investment management firm | $1000K | 133 mo ago | Acquired | — | 2001 | — | — | — |
| 13 | WealthSource Provider of wealth & risk management services | $820K | 193 mo ago | Acquired | Bryan Sullivan CEO | 2009 | — | — | — |
| 14 | WAGN Wealth management firm | $500K | 76 mo ago | Seed | John Phoenix Partner and Co-Founder | 2019 | — | — | — |
Top 12 Asset Management companies in Colorado
#1
Funding Raised · Denver, Colorado · founded 2019 · 28 employees$564.2Mraised▾
Provider of oil & gas investment services. It prioritize capital deployment and asset management projects to directly impact, benefit, individual land owners, and investors. Also it ensure sales & lease of mineral rights through valuation, pre-closing check, and closing process.
- Aug 2023Conventional Debt$477.5M
- May 2023Conventional Debt$86.5M
- Jul 2020Conventional Debt$300K
#2
Acquired · Denver, Colorado · founded 1985 · 940 employees$8.7Mraised▾
Provider of wealth management and advisory services for investment industries
#3
Public · Denver, Colorado · founded 2004 · 256 employees$51.4Mraised▾
Wealth management firm
- Mar 2020Post IPO$8M
- Sep 2017Series C$1.7M
- Oct 2016Series C$7.1M
- Aug 2012Series C$7.3M
#4
Acquired · Boulder, Colorado · founded 1991 · 706 employees$26.5Mraised▾
Wealth management firm
- Oct 2020Series B$26.5M
#5
Public · Denver, Colorado · founded 2007$310.2Mraised▾
Investment management firm specializing in public and private credit and equity. The firm delivers differentiated investing outcomes through a research-driven philosophy and integrated investment platform. It focuses on niche and less efficient market segments, including leveraged loans and middle-market commercial real estate finance. The company aims to be agile in pursuing asymmetric investment opportunities, building enduring client partnerships by aligning investment capabilities with client needs. The firm manages assets for institutional clients and private wealth allocators across various investment strategies, including broadly syndicated and middle-market CLO Funds and customized separately managed accounts. Collaboration is a cornerstone of the culture, facilitating knowledge-sharing across credit, equity, commercial real estate, public, and private markets. The firm leverages its investment ecosystem and collective experience to gain insights across sectors, industries, and capital structures, managing risk/reward tradeoffs to preserve client capital.
- Apr 2013Conventional Debt$310.2M
#6
Public · Denver, Colorado · founded 2005 · 27 employees$12.9Mraised▾
Provider of exchange-traded funds focused on commodities and alternative investments. The company offers various funds across broad commodity, sustainable commodity, single commodity, and equity strategies. These funds are subject to risks, including market volatility and fluctuations in commodity prices. Prospectuses containing detailed information are available for download.
#7
Late Stage · Durango, Colorado · founded 1997 · 40 employees$23Mraised▾
Options-based investment strategies for long-term investors seeking growth and risk management. The firm specializes in options strategies, offering solutions for portfolio diversification, risk mitigation, and income generation. They provide options-based strategies through ETFs, mutual funds, separately managed accounts, and custom portfolio overlays. Their approach combines equity market exposure with options-based hedging to manage risk. They focus on helping investors navigate market uncertainty and achieve long-term financial goals. Their investment philosophy centers on being "Always Invested and Always Hedged," seeking to participate in market upside while mitigating downside risk. They offer resources like research articles, webcasts, and investor knowledge centers to educate clients. They aim to redefine investing by providing solutions designed around the investor's best interest, offering a defined risk strategy.
- Mar 2015PE$23M
#8
Acquired · Denver, Colorado · founded 2007 · 106 employees$2.5Mraised▾
Provider of financial advisory services
- Jan 2019Seed$2.5M
#9
Series A · Greenwood Village, Colorado · founded 2005$5.2Mraised▾
Investmnet portfolio management firm
- May 2016Series A$5.2M
#10
Public · Denver, Colorado · founded 1971 · 33000 employees$6.2Mraised▾
The Charles Schwab Corporation (CSC) is a savings and loan holding company. The Company, through its subsidiaries, engages in wealth management, securities brokerage, banking, asset management and financial advisory services. The Company provides financial services to individuals and institutional clients. In 2022, the company recorded annual revenues of $23.86B and a net profit of $7.38B.
#11
Seed · Denver, Colorado · 13 employees$4.6Mraised▾
Provider of financial advisory services
#12
Seed · Denver, Colorado · founded 2019$500Kraised▾
Wealth management firm
- Jan 2020Seed$500K
Funding & investor landscape
Notable founders
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
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.