Best Asset Management Companies in Dallas, United States
The 82 best Asset Management companies in Dallas, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Ashford.
Ranked: Best Asset Management companies in Dallas
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Ashford Provider of asset management and hospitality services | $35M | 99 mo ago | Public | Jack Bennett CEO | 2014 | — | — |
| 2 | Wingspan Advisors Limited information available | $32M | 140 mo ago | Deadpooled | — | 2008 | — | — |
| 3 | Capview Partners Diversified asset management firm | $10M | 33 mo ago | Series A | — | 2010 | — | — |
| 4 | P10 Holdings Diversified investment management firm | $5M | 109 mo ago | Series A | Clark Webb Co-Founder & Co-CEO | 2016 | — | — |
| 5 | Indyfin Matching investors with vetted financial advisors for personalized financial guidance | $2M | 57 mo ago | Acquired | Akshay Singh Co-Founder & CEO | 2017 | WordPressMySQLPHP+28 | — |
| 6 | Ashland Greene Capital Provider of investment opportunities for accredited and sophisticated investors | $1M | 15 mo ago | Seed | — | 2021 | — | — |
| 7 | CONTI Capital Real estate firm focused on multiple strategies | $750K | 205 mo ago | Seed | Carlos Vaz CEO | 2008 | WordPressApple iCloud MailUnbounce+31 | — |
| 8 | XO Wealth Management Provider of wealth management services | — | 40 mo ago | Acquired | Aif Matthew Fuller Wms Founder and Managing Director | 2015 | — | — |
Top 12 Asset Management companies in Dallas
#1
Seed · Dallas, Texas · founded 2021 · 57 employees$1.3Mraised▾
Ashland Greene is a DFW-based, vertically integrated, owner/operator of multifamily real estate focused on value-add workforce housing. With a total transaction value of $1B+ consisting of 6,100+ units, the diverse company continues to deliver an impressive ROI to investors.\n\nAshland Greene Capital provides investment opportunities for accredited and sophisticated investors in the commercial real estate market, specifically within the multi-family asset class in Dallas, Texas. Our strategically curated portfolio reflects top-quality assets that are projected to generate both current income and equity growth.
- Feb 2025Seed$1.3M
#2
Series A · Dallas, Texas · founded 2010 · 8 employees$9.7Mraised▾
Diversified asset management firm
- Sep 2023Series A$9.7M
- Sep 2023Conventional Debt—
#3
Deadpooled · Dallas, Texas · founded 2008 · 180 employees$31.8Mraised▾
Wingspan Portfolio Advisors was a provider of diversified mortgage services to lenders, servicers, investors, mortgage insurers and attorneys. The company's mortgage services utilized a proprietary, detail-oriented approach and apply advanced servicing techniques to turn non-performing loans into reperforming assets. It was based in Dallas, Texas.
- Oct 2014Series B$3M
- Dec 2013Series B$2.2M
- Jan 2013Series B$4.5M
- Sep 2012Series B$22.1M
#4
Public · Dallas, Texas · founded 2014 · 7700 employees$35Mraised▾
Provider of asset management and hospitality services. It offers asset management and related services to companies within the hospitality industry. The company advises real estate investment trusts and strategically invests in operating companies that service the hospitality sector, acting as an accelerator for their growth. This includes providing investment management and related services to the real estate and hospitality sectors. A key focus is on supporting and growing these operating companies through various channels.
- Mar 2018Conventional Debt$35M
#5
Acquired · Dallas, Texas · founded 2017 · 2 employees$2Mraised▾
Matching investors with vetted financial advisors for personalized financial guidance. The platform reinvents how individuals discover, assess, and engage with independent financial advisors. It connects investors with suitable advisors based on various factors, including professional background, risk tolerance, personality, and areas of expertise. The platform gathers client feedback to build robust advisor profiles, offering insights into their unique practices. It aims to facilitate lasting relationships between investors and fiduciaries they can trust, helping individuals achieve their financial objectives. The platform offers advisor resources, a fee calculator, and a knowledge center. It is a tech-enabled platform that redefines the investor experience by providing tools to research, review, and interact with financial advisors. It is a B2C platform that offers a matching service.
- Aug 2021Seed$2M
#6
Series A · Dallas, Texas · founded 2016$4.7Mraised▾
Diversified investment management firm
#7
Seed · Dallas, Texas · founded 2008$750Kraised▾
Real estate firm focused on multiple strategies
- Apr 2009Seed$750K
#8
Acquired · Dallas, Texas · founded 2015—raised▾
Provider of wealth management services
#9
Early Stage · Dallas, Texas · founded 1995 · 679 employees—raised▾
Diversified investment management firm
#10
Funding Raised · Dallas, Texas · founded 1988—raised▾
Wealth management firm
#11
Early Stage · Dallas, Texas · founded 1994 · 66 employees—raised▾
Diversified investment management firm
#12
Public · Dallas, Texas · founded 2000 · 234 employees—raised▾
Provider of private markets investment solutions. This entity offers access to private equity, private credit, and venture capital opportunities through a network of established fund managers. Investment strategies focus on long-term value creation in the middle and lower middle market. The firm utilizes proprietary data tools to enhance investment selection and performance. Access is provided to a diverse range of investment vehicles, facilitating portfolio diversification for clients.
- Mar 2020Seed—
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.