Radar · Asset Management in Miami
Best Asset Management Companies in Miami, United States
The 31 best Asset Management companies in Miami, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Citadel Securities.
By Rohit KhannaTrends & Stories
31companies tracked
$1.3Bdisclosed funding
1unicorns
8have raised
Ranked: Best Asset Management companies in Miami
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Citadel Securities 🦄 Provider of financial planning services | $1.1B | 57 mo ago | Series D | Peng Zhao CEO | 2002 | WordPressMySQLPHP+29 | — |
| 2 | Insigneo Provider of wealth management services | $101M | 52 mo ago | Series C | Henriquez Raul Chairman & CEO | 2011 | WordPressApple iCloud MailMicrosoft 365+25 | — |
| 3 | WhiteHorse Finance Diversified investment management firm | $34M | 99 mo ago | Public | — | 2011 | Q4MediaElement.jsMicrosoft ASP.NET+12 | — |
| 4 | GFG Capital It is a multi-family office that offers wealth management services | $20M | 13 mo ago | Series B | — | 2003 | — | — |
| 5 | WILLIAM JAMES CAPITAL Provider of capital and investment management services | $16M | 56 mo ago | Series B | Patrick Grattan Founder | 2013 | — | — |
| 6 | Delta Bridge Partners Provider of investment advisory services | $9M | 60 mo ago | Series A | Martin Ametrano Founder | 2016 | — | — |
| 7 | Pensam Capital Diversified investment management firm | $4M | 129 mo ago | Series A | Gavin Beekman Co-Founder | 2009 | — | — |
| 8 | GenTrust Investment advisory firm | — | 51 mo ago | Seed | — | 2011 | — | — |
Top 8 Asset Management companies in Miami
#1
Series B · Miami, Florida · founded 2003$20.4Mraised▾
Series B · Miami, Florida · founded 2003
GFG Capital is a multi-family office that offers wealth management services with a fresh perspective on family wealth. They prioritize the interests of their clients and provide customized approaches to wealth management.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 2k LinkedIn followers
Funding rounds
- Sep 2025Series B$9.7M
- Mar 2024Series B$10.8M
Tech stack
WordpressMysqlPhpZurb FoundationGravity FormsYoast Seo
#2
Series D · Miami, Florida · founded 2002 · 3363 employees$1.1Braised▾
Series D · Miami, Florida · founded 2002 · 3363 employees
Provider of financial planning services. It provides banks, broker-dealers, and other market makers services. It also offers liquidity and trade execution services to retail and institutional clients in capital markets.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 333k LinkedIn followers — 65.8% of this cohort's audience
Funding rounds
- Jan 2022Series D$1.1B
Founders & team
Investors
Sequoia Capital, Paradigm
Tech stack
Adobe Audience ManagerAmazon Web ServicesBootstrapCloudflareCloudflare Bot ManagementCloudflare Turnstile
#3
Series C · Miami, Florida · founded 2011$100.8Mraised▾
Series C · Miami, Florida · founded 2011
Provider of wealth management services
LinkedIn Pulse recent public activity · Jul 2026
Audience: 24k LinkedIn followers — 4.7% of this cohort's audience
Activity: 1 awards announced in 12 mo
Funding rounds
- Jun 2022Series C$100M
- Aug 2017Seed$800K
Founders & team
Investors
Bain Capital Credit, J.C. Flowers
Tech stack
Apache Http ServerApple Icloud MailBootstrapCore-JsFirebaseGodaddy
#4
Series B · Miami, Florida · founded 2013$15.9Mraised▾
Series B · Miami, Florida · founded 2013
Provider of capital and investment management services
Funding rounds
- Feb 2022Series B$15.9M
Founders & team
#5
Public · Miami, Florida · founded 2011 · 3 employees$34.5Mraised▾
Public · Miami, Florida · founded 2011 · 3 employees
Diversified investment management firm
Funding rounds
- Jul 2018Conventional Debt$34.5M
#6
Series A · Miami, Florida · founded 2016$8.8Mraised▾
Series A · Miami, Florida · founded 2016
Provider of investment advisory services
Funding rounds
- Oct 2021Series A$8.8M
Founders & team
#7
Series A · Miami, Florida · founded 2009$4Mraised▾
Series A · Miami, Florida · founded 2009
Diversified investment management firm
LinkedIn Pulse recent public activity · Jul 2026
Audience: 4k LinkedIn followers
Activity: 2 awards announced in 12 mo
Funding rounds
- Feb 2016Series A$4M
Founders & team
Tech stack
WordpressMysqlPhpBootstrapWpbakeryRedux Framework
#8
Seed · Miami, Florida · founded 2011 · 46 employees—raised▾
Seed · Miami, Florida · founded 2011 · 46 employees
Investment advisory firm
LinkedIn Pulse recent public activity · Jul 2026
Audience: 3k LinkedIn followers
Hiring: 1 hiring post in 12 mo (public) · hiring: Senior Client Associate
Funding rounds
- Jul 2022Seed—
Investors
Kudu
Tech stack
Apache Http ServerRecaptchaJqueryGoogle AnalyticsGoogle Font ApiHsts
Funding & investor landscape
$1.3Btotal disclosed funding
7companies funded
9disclosed rounds
0rounds last 90 days
Most active investors
Sequoia Capital1 rounds
Notable founders
Peng Zhao
CEO · Citadel Securities
Henriquez Raul
Chairman & CEO · Insigneo
Patrick Grattan
Founder · WILLIAM JAMES CAPITAL
Martin Ametrano
Founder · Delta Bridge Partners
Gavin Beekman
Co-Founder · Pensam Capital
Michael Stein
Co-Founder · Pensam Capital
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 Miami, United States?
Radar tracks 31 indexable Asset Management companies headquartered in Miami, United States that meet our profile-completeness bar.
What is the total funding raised by Asset Management companies in Miami, United States?
The Asset Management companies in Miami, United States on this list have raised a combined $1.3B in disclosed equity funding across 7 funded companies.
Which is the highest-funded Asset Management company in Miami, United States?
Citadel Securities is the highest-funded Asset Management company in Miami, United States, with $1.1B in disclosed equity funding.
How many Asset Management companies in Miami, United States are funded?
7 of the 31 Asset Management companies in Miami, United States on this list have disclosed at least one equity funding round.
How many Asset Management unicorns are there in Miami, United States?
1 Asset Management company in Miami, United States on this list is valued at $1B or more.
Who are the top investors in Miami, United States Asset Management companies?
The most active investors in Miami, United States Asset Management companies on this list include Bain Capital Credit, J.C. Flowers, Kudu, Paradigm, Sequoia Capital.
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.