Best Asset Management Companies in Denver, United States
The 52 best Asset Management companies in Denver, 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 Denver
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Phoenix Capital Group Provider of oil & gas investment services | $564M | 34 mo ago | Funding Raised | — | 2019 | — | — |
| 2 | ArrowMark Partners Investment management firm specializing in public and private credit and equity | $310M | 159 mo ago | Public | Sanjai Bhonsle CEO | 2007 | — | 1 award |
| 3 | First Western Trust Wealth management firm | $51M | 76 mo ago | Public | Scott Wylie CEO | 2004 | WordPress Block EditorWordPressMySQL+33 | — |
| 4 | USCF Provider of exchange-traded funds focused on commodities and alternative investments | $13M | 89 mo ago | Public | John Love President & CEO | 2005 | PHPBrightEdgeLazySizes+9 | — |
| 5 | Mercer Advisors Provider of wealth management and advisory services for investment industries | $9M | 37 mo ago | Acquired | Dave Welling CEO | 1985 | WordPressApple iCloud MailMySQL+39 | 1 partnership · 1 award |
| 6 | Charles Schwab Diversified asset management firm | $6M | 198 mo ago | Public | Walt Bettinger President & CEO | 1971 | DrupalPHPAmazon Web Services+26 | — |
| 7 | CCFO Provider of financial advisory services | $5M | 144 mo ago | Seed | — | — | — | — |
| 8 | MG Stover Provider of financial advisory services | $2M | 90 mo ago | Acquired | — | 2007 | — | — |
| 9 | 361 Capital Diversified investment management firm | $1000K | 134 mo ago | Acquired | — | 2001 | — | — |
| 10 | WAGN Wealth management firm | $500K | 77 mo ago | Seed | John Phoenix Partner and Co-Founder | 2019 | — | — |
Top 10 Asset Management companies in Denver
#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
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
#5
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.
#6
Acquired · Denver, Colorado · founded 2007 · 106 employees$2.5Mraised▾
Provider of financial advisory services
- Jan 2019Seed$2.5M
#7
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.
#8
Seed · Denver, Colorado · 13 employees$4.6Mraised▾
Provider of financial advisory services
#9
Seed · Denver, Colorado · founded 2019$500Kraised▾
Wealth management firm
- Jan 2020Seed$500K
#10
Acquired · Denver, Colorado · founded 2001 · 22 employees$1000Kraised▾
Diversified investment management firm
- May 2015PE$1000K
- Jun 2014PE—
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.