Radar · Asset Management in New York
Best Asset Management Companies in New York, United States
The 572 best Asset Management companies in New York, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: JPMorgan Chase.
By Riya SenguptaFinancials
572companies tracked
$15.5Bdisclosed funding
2unicorns
59have raised
Ranked: Best Asset Management companies in New York
| # | Company | Disclosed funding | Last round | Employees | Founder | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase Provider of financial services to consumers and corporations | $4.3B | 82 mo ago | 256,105 256,105 → 234,130 (-9%) | Jam Akhavan Co-Founder & Managing Partner (Sales & Operations) | Adobe Experience ManagerJavaVideoJS+14 | 5,470 patents Secure financial transaction processing, escrow services, and AI-driven compliance in fintech platforms | — |
| 2 | GoldenTree Provider of alternative investment management specializing in credit opportunities globally | $3.5B | 7 mo ago | 216 216 → 374 (+73%) | Kathy Sutherland CEO & Partner | WebflowHighchartsreCAPTCHA+11 | — | — |
| 3 | New York Life Insurance Mutual life insurance and asset management firm | $2.0B | 110 mo ago | 11,320 | Brooke Grisham Co-CEO | AceSalesforceYouTube+22 | — | 1 internship · 1 partnership · 1 award |
| 4 | Berkadia Provider of wealth management services | $1.0B | 30 mo ago | 988 | — | WordPressApple iCloud MailMicrosoft 365+31 | — | 2 awards |
| 5 | Blackstone Diversified investment management firm | $873M | 92 mo ago | 3 | Peter Peterson Co-Founder | WordPress Block EditorWordPressApple iCloud Mail+25 | 2 patents Transaction processing platforms for financial services and multi-function payment systems | — |
| 6 | Madison Energy Investments Provider of platform for investors 45Funding top 17%Tech top 46%Global bottom 38%Market bottom 33% All 5 signals ▾Fundingtop 17% Techtop 46% Globalbottom 38% Marketbottom 33% Newsbottom 22% Funding: Raised $800M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) Tech: 21 technologies across 5/8 capability areas · Cloud: Cloudflare rank vs industry peers · Fliar Intelligence Index 45/100 | $800M | 9 mo ago | 32 | — | WebflowSalesforceLeaflet+18 | — | — |
| 7 | Focus Financial Partners 🦄 Provider of business consulting services to banks and lending institutions | $338M | 90 mo ago | 5,000 | Leonard Chang Co-Founder & Managing Director | Craft CMSPHPYii+15 | — | 3 job openings · 1 internship |
| 8 | PennantPark Diversified investment management firm | $331M | 80 mo ago | 60 60 → 88 (+47%) | Art Penn Founder and Managing Partner | WordPressMySQLPHP+27 | — | — |
| 9 | Muzinich & Co Global credit asset manager focused on public and private corporate credit | $300M | 60 mo ago | 298 | George Muzinich Founder | Apple iCloud MailMicrosoft 365Salesforce+17 | — | 1 launch · 2 awards |
| 10 | Kudu Diversified investment management firm | $300M | 62 mo ago | 25 | — | — | — | 1 job opening · 1 internship · 2 partnerships |
| 11 | Alphadyne Asset Management Investment management firm | $266M | 128 mo ago | 80 | Philippe Khuong Huu Co-Founder & CIO | — | — | — |
| 12 | Benefit Street Partners Credit-focused alternative asset management firm | $235M | 47 mo ago | — | Thomas Gahan CEO | WordPressMySQLPHP+27 | — | — |
| 13 | Earned Wealth Provider of wealth and tax advisory solutions for doctors and healthcare professionals 48Funding top 25%Talent top 28%Global bottom 48%Tech bottom 47% All 5 signals ▾Fundingtop 25% Talenttop 28% Globalbottom 48% Techbottom 47% Marketbottom 28% Funding: Raised $212M across 2 rounds · 2 rounds over 3 yrs (0.7/yr) Talent: 4 named leaders on record · 4 C-suite/founder profiles curated rank vs industry peers · Fliar Intelligence Index 48/100 | $212M | 23 mo ago | — | John Clendening Co-Founder & CEO | WebflowSalesforceVimeo+15 | — | — |
| 14 | First New York Diversified investment management firm | $163M | 86 mo ago | 159 | Donald Motschwiller CEO | — | — | — |
| 15 | Easterly Acquisition Diversified asset management firm | $128M | 101 mo ago | 3 | Avshalom Kalichstein CEO | — | — | — |
| 16 | PJT Partners M&A, capital raising, and strategic advisory firm focused on multiple sectors | $100M | 92 mo ago | 1,012 1,012 → 1,608 (+59%) | Thomas Westin Partner | ContentfulApple iCloud MailNode.js+17 | — | 1 expansion |
| 17 | Ethic Provider of investment management services | $99M | 14 mo ago | 50 | Jay Lipman Co-Founder | WebflowSentryApple iCloud Mail+25 | — | 2 awards |
| 18 | Portman Ridge Diversified investment management firm | $77M | 99 mo ago | — | Ted Goldthorpe CEO & Director | DrupalPHPZURB Foundation+19 | — | — |
| 19 | RCS Capital Diversified investment management firm | $70M | 129 mo ago | 1,942 | Bill Dwyer CEO | — | — | — |
| 20 | Lone Star Capital Vertically integrated multifamily real estate company that offers investment opportunities and provides a… | $69M | 3 mo ago | — | Rob Beardsley Co-Founder & CEO | Webflow EcommerceCart FunctionalityWebflow+17 | — | — |
| 21 | Medley Management Diversified investment management firm | $60M | 112 mo ago | 40 | — | — | — | — |
| 22 | Ashcroft Capital Provider of wealth management services | $50M | 19 mo ago | 51 | Frank Roessler Co-Founder & CEO | WordPressMySQLPHP+28 | — | — |
| 23 | Investcorp Credit Management BDC Diversified investment management firm | $33M | 148 mo ago | — | Michael Mauer Chairman & CEO | WordPressMySQLPHP+11 | — | — |
| 24 | Hi2 Global M&A and corporate advisory firm focused on multiple sectors | $23M | 96 mo ago | — | Jerry Wang Founder & CEO | — | — | — |
| 25 | Magnifi Investment comparison platform | $21M | 33 mo ago | 34 | — | SanitySentryApple iCloud Mail+35 | 9 patents Financial ontology-driven investment analytics and decision-support platforms with UI visualization | — |
| 26 | Guggenheim Partners Provider of asset management and investment advisory services | $21M | 93 mo ago | 3,036 | Peter Johnston Founder & Managing Partner | Kentico CMSBootstrapVideoJS+12 | — | — |
| 27 | Silvercrest Asset Management Group Multi family office | $19M | 89 mo ago | 152 152 → 177 (+16%) | Richard Hough Chairman and Chief Executive Officer | WordPressMySQLMariaDB+29 | — | 2 awards |
| 28 | Metaurus Advisors Mutual fund and ETF investment management firm | $19M | 77 mo ago | 7 | Jamie Greenwald Co-CEO | — | — | — |
| 29 | Javelin Securities Diversified investment management firm | $19M | 128 mo ago | 11 | — | — | — | — |
| 30 | Mission Capital Investment banking firm focused on capital raising & transaction services for real estate market | $18M | 104 mo ago | 76 | Joseph Runk Senior Managing Director | — | — | 1 job opening |
| 31 | Siebert Provider of financial planning and advisory services | $17M | 37 mo ago | — | Gloria Gebbia Founder | WebflowMobXcore-js+18 | — | 2 partnerships |
| 32 | First Eagle Investments Diversified investment management firm | $17M | 107 mo ago | — | Mehdi Mahmud President & Chief Executive Officer | DrupalMariaDBPHP+21 | — | 1 launch |
| 33 | Blue Owl Provider of alternative investment strategies across credit, real assets, and capital | $15M | 8 mo ago | 622 | Douglas Ostrover Co-Founder & Co-CEO | DrupalSentryZendesk+33 | — | — |
| 34 | The Financial Gym Financial planning service provider | $14M | 27 mo ago | 32 | Shannon McLay Founder & CEO | Cart FunctionalitySquarespace CommerceSquarespace+30 | — | — |
| 35 | Pave Finance Provider of financial advisory services | $14M | 9 mo ago | — | Pascal Cevaer-Corey Co-Founder | Webflowcore-jsSlick+17 | — | — |
| 36 | Unio Capital Diversified investment management and long-only equity hedge fund | $13M | 133 mo ago | — | John Allison Founder & CEO | — | — | — |
| 37 | SomeraRoad Opportunistic real estate investment and development firm across diverse asset classes | $12M | 50 mo ago | 13 | Ian Ross Founder and Principal | — | — | 1 partnership · 2 expansions |
| 38 | Seeds Investor Provider of portfolio management services | $6M | 17 mo ago | 12 | — | — | — | 1 job opening · 1 award |
| 39 | Lobus Limited information available | $6M | 41 mo ago | 16 | Sarah Wendell Co-Founder | — | — | — |
| 40 | Meixin Global Platform to invest in international alternative investments | $5M | 86 mo ago | 400 | — | — | — | — |
| 41 | Optimize Provider of wealth management services | $5M | 87 mo ago | 181 | — | HubSpot CMS HubApple iCloud MailGoogle Workspace+21 | — | — |
| 42 | REX Shares Cryptocurrency exchange traded fund | $3M | 92 mo ago | 13 | Greg King Founder & CEO | WordPress Block EditorwpBakeryWordPress+42 | — | — |
| 43 | Nemo Digital Diversified investment management firm | $3M | 15 mo ago | — | John Hanna Chief Executive Officer | — | — | — |
| 44 | Weild & Co Investment management firm | $3M | 90 mo ago | 57 | David Weild Iv Chairman & CEO | — | — | — |
| 45 | Trips Intangible asset tokenization platform for individuals | $2M | 31 mo ago | 21 | Michael Finkelstein Founder & CEO | — | — | 1 launch |
| 46 | BlackRock Provider of investment management and financial technology services | $2M | 74 mo ago | 19,800 | Rama Mahankali CTO & Co-founder: Technology Visionary & Strategic Leader in AI-Powered Products & Solutions | FlowplayerVideoJSEnvoy+19 | 35 patents Portfolio optimization, ESG analytics, and electronic trade routing for financial services | — |
| 47 | Mack & Co Diversified investment management firm | $2M | 92 mo ago | — | Inobat Karras Managing Director | — | — | — |
| 48 | Goldman Sachs Global financial services platform that delivers investment banking, markets, asset management, and wealth… | $1M | 21 mo ago | 36,600 36,600 → 62,725 (+71%) | — | AlgoliaNode.jsReact+22 | 891 patents AI-driven financial data platforms, crypto settlement, and quantum analytics for securities trading | — |
| 49 | Rohatyn Group Global asset manager specializing in emerging markets and real assets | $125K | 50 mo ago | 183 | Nicolas Rohatyn Founder | Webflowcore-jsjQuery+10 | — | 1 internship |
Top 12 Asset Management companies in New York
#1
Funding Raised · New York City, New York · founded 2000 · 216 employees$3.5Braised▾
Funding Raised · New York City, New York · founded 2000 · 216 employees
Provider of alternative investment management specializing in credit opportunities globally. The firm focuses on sectors including high yield bonds, leveraged loans, private credit, distressed debt, and structured credit. Investment strategies also incorporate emerging markets, real estate, private equity, and credit-themed equities. The firm's approach facilitates communication across its investment team.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 22k LinkedIn followers
Funding rounds
- Nov 2025Conventional Debt$464.9M
- Apr 2021Conventional Debt$481.6M
- May 2020Conventional Debt$503M
- Dec 2019Conventional Debt$554M
Founders & team
Investors
Wells Fargo, Bank of America, Morgan Stanley, Barclays, Citi
Tech stack
Apache Http ServerCdnjsCloudflareDocusignGoogle Font ApiGoogle Hosted Libraries
#2
Acquired · New York City, New York · founded 2019 · 32 employees$800Mraised▾
Acquired · New York City, New York · founded 2019 · 32 employees
Provider of platform for investors
Fliar Intelligence Index™ 45how this company ranks against its industry peers
Funding
top 17%Tech
top 46%Global
bottom 38%Market
bottom 33%News
bottom 22%Funding: Raised $800M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) · Last round Conventional Debt (Sep 2025)
Tech: 21 technologies across 5/8 capability areas · Cloud: Cloudflare · Observability: Microsoft Clarity
Global: Investors from 3 countries beyond United States
Audience (LinkedIn): 13k LinkedIn followers
Funding rounds
- Sep 2025Conventional Debt$800M
Investors
Fifth Third Bank, Societe Generale, BNP Paribas, KeyBank, Credit Agricole, TD Bank
Tech stack
CloudflareCloudflare Bot ManagementDropboxGoogle AnalyticsHstsHttp/3
#3
Series B · New York City, New York · founded 2018$69.1Mraised▾
Series B · New York City, New York · founded 2018
Lone Star Capital is a vertically integrated multifamily real estate company that focuses on investing in and operating multifamily properties. The company is led by experienced professionals with a deep understanding of the real estate industry, and its investment approach is centered around identifying undervalued properties and implementing operational improvements to drive value creation.
Funding rounds
- Mar 2026Series B$21.1M
- Oct 2025Series B$16.5M
- Oct 2024Series B$15.9M
- Jul 2024Series B$15.5M
Founders & team
Tech stack
ActivecampaignCart FunctionalityCloudflareCloudflare Bot ManagementCore-JsFacebook Pixel
#4
Series D · New York City, New York · founded 2015 · 50 employees$98.8Mraised▾
Series D · New York City, New York · founded 2015 · 50 employees
Provider of investment management services
LinkedIn Pulse recent public activity · Jul 2026
Audience: 18k LinkedIn followers
Activity: 2 awards announced in 12 mo
Funding rounds
- Apr 2025Series D$64M
- Sep 2022Series C$50M
- Mar 2021Series B$29M
- Jul 2019Series A$13M
Founders & team
Investors
Nyca Partners, Fidelity Investments, Kapor Capital, ThirdStream Partners, Urban Innovation Fund, Sound Ventures
Tech stack
Amazon S3Amazon Web ServicesApple Icloud MailCdnjsClipboard.JsCloudflare
#5
Public · New York City, New York · founded 2021 · 622 employees$15Mraised▾
Public · New York City, New York · founded 2021 · 622 employees
Provider of alternative investment strategies across credit, real assets, and capital. The firm delivers private capital solutions to businesses seeking long-term growth opportunities. It offers investment platforms in credit, real assets and GP strategic capital. The company provides insurance solutions and a range of products. It serves alternative asset managers, financial advisors, and institutional investors.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 164k LinkedIn followers
Funding rounds
- Sep 2025Post IPO$15M
Founders & team
Investors
Sahsen Ventures, STRS Ohio, Vaidya Capital Partners, Valera Capital, Reddick Wellington
Tech stack
Apple Icloud MailCloudflareCloudflare Bot ManagementCore-JsDrupalFancybox
#6
Seed · New York, New York · founded 2020$14Mraised▾
Seed · New York, New York · founded 2020
Provider of financial advisory services
LinkedIn Pulse recent public activity · Jul 2026
Audience: 5k LinkedIn followers
Funding rounds
- Sep 2025Seed$14M
Founders & team
Tech stack
CdnjsCloudflareGoogle Font ApiGoogle Hosted LibrariesHstsHttp/3
#7
Series B · New York City, New York · founded 2021$212Mraised▾
Series B · New York City, New York · founded 2021
Provider of wealth and tax advisory solutions for doctors and healthcare professionals. Earned is a financial services company providing comprehensive tax and wealth solutions designed specifically for doctors, their families, and practices. Their team of fiduciary tax and wealth advisors work together to integrate tax planning with wealth management for healthcare professionals.
Fliar Intelligence Index™ 48how this company ranks against its industry peers
Funding
top 25%Talent
top 28%Global
bottom 48%Tech
bottom 47%Market
bottom 28%Funding: Raised $212M across 2 rounds · 2 rounds over 3 yrs (0.7/yr) · Last round Series B (Jul 2024)
Talent: 4 named leaders on record · 4 C-suite/founder profiles curated
Global: Investors from 1 country beyond United States
Audience (LinkedIn): 2k LinkedIn followers
Funding rounds
- Jul 2024Series B$200M
- Apr 2023Series A$12M
Founders & team
Investors
Summit Partners, Silversmith, Juxtapose, Hudson Structured Capital Management, Breyer Capital
Tech stack
CloudflareCloudflare Bot ManagementContentsquareGoogle AnalyticsHotjarHsts
#8
Series D · New York City, New York · founded 2009 · 988 employees$1Braised▾
Series D · New York City, New York · founded 2009 · 988 employees
Provider of wealth management services
LinkedIn Pulse recent public activity · Jul 2026
Audience: 173k LinkedIn followers
Activity: 2 awards announced in 12 mo
Funding rounds
- Dec 2023Conventional Debt$56.6M
- Nov 2021Conventional Debt$148M
- Jan 2021Conventional Debt$83M
- Sep 2020Conventional Debt$40.5M
Investors
Apollo Commercial Real Estate Finance, Lloyd Jones
Tech stack
AddthisAmazon Web ServicesAnimate.CssApple Icloud MailAws Certificate ManagerAzure
#9
Series C · New York City, New York · founded 2014 · 51 employees$50Mraised▾
Series C · New York City, New York · founded 2014 · 51 employees
Provider of wealth management services
LinkedIn Pulse recent public activity · Jul 2026
Audience: 10k LinkedIn followers
Funding rounds
- Nov 2024Series C$100K
- Sep 2023Series C$50M
Founders & team
Investors
Temerity Strategic
#10
Public · New York, New York · founded 2000 · 256105 employees$4.3Braised▾
Public · New York, New York · founded 2000 · 256105 employees
Provider of financial services to consumers and corporations. It offers a wide array of financial products and services, including investment banking, consumer and commercial banking, and asset and wealth management. The firm serves clients across numerous global markets. Its operations encompass various areas such as lending, deposits, and investment management. It also engages in philanthropic activities and initiatives focused on community development and workforce training.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 7.4M LinkedIn followers — 51.6% of this cohort's audience
Funding rounds
- Jul 2019Conventional Debt$2.2B
- Jan 2019Conventional Debt$2B
- Nov 2011Grant (prize money)$500K
- May 2010Grant (prize money)—
Founders & team
Investors
Hud Exchange, FEMA, Treasury, BOMI, Vanderbilt Holdings, Alua Capital Management
Tech stack
Adobe AnalyticsAdobe Audience ManagerAdobe Client Data LayerAdobe Experience ManagerAdobe Experience Platform Identity ServiceAdobe Experience Platform Launch
#11
Series A · New York City, New York · founded 2018 · 12 employees$6Mraised▾
Series A · New York City, New York · founded 2018 · 12 employees
Provider of portfolio management services
LinkedIn Pulse recent public activity · Jul 2026
Audience: 6k LinkedIn followers
Hiring: 1 hiring post in 12 mo (public) · hiring: Senior Sales Manager
Activity: 1 awards announced in 12 mo
Funding rounds
- Dec 2024Series A$10M
- 2024Seed—
- May 2024Seed$1.3M
- Jun 2023Seed$2M
Investors
Social Leverage, Ritholtz Wealth Management, DuContra Ventures, Blank Ventures, Portage, UMANA House of Funds
#12
Seed · New York City, New York · founded 2022$2.9Mraised▾
Seed · New York City, New York · founded 2022
Diversified investment management firm
Funding rounds
- Feb 2025Seed$130K
- Aug 2024Seed$1.9M
- Aug 2024Conventional Debt—
- Jul 2023Seed$334K
Founders & team
Funding & investor landscape
$15.5Btotal disclosed funding
50companies funded
126disclosed rounds
2rounds last 90 days
Most active investors
Notable founders
Charlie Fuller
Partner · GoldenTree
Kathy Sutherland
CEO & Partner · GoldenTree
Rob Beardsley
Co-Founder & CEO · Lone Star Capital
Kent Piotrkowski
Co-Founder & Principal · Lone Star Capital
Jay Lipman
Co-Founder · Ethic
Doug Scott
Co-Founder & CEO · Ethic
Douglas Ostrover
Co-Founder & Co-CEO · Blue Owl
Michael Burns
Managing Director · Blue Owl
Pascal Cevaer-Corey
Co-Founder · Pave Finance
Christopher Ainsworth
Chief Executive Officer · Pave Finance
John Clendening
Co-Founder & CEO · Earned Wealth
Alexandra Garabedian
Co-Founder & CPO · Earned Wealth
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 New York, United States?
Radar tracks 572 indexable Asset Management companies headquartered in New York, United States that meet our profile-completeness bar.
What is the total funding raised by Asset Management companies in New York, United States?
The Asset Management companies in New York, United States on this list have raised a combined $15.5B in disclosed equity funding across 50 funded companies.
Which is the highest-funded Asset Management company in New York, United States?
JPMorgan Chase is the highest-funded Asset Management company in New York, United States, with $4.3B in disclosed equity funding.
How many Asset Management companies in New York, United States are funded?
50 of the 572 Asset Management companies in New York, United States on this list have disclosed at least one equity funding round.
How many Asset Management unicorns are there in New York, United States?
2 Asset Management companies in New York, United States on this list are valued at $1B or more.
Who are the top investors in New York, United States Asset Management companies?
The most active investors in New York, United States Asset Management companies on this list include Hud Exchange, Temasek, Barclays, Europa, 500 Global.
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.