Radar · Asset Management in Ohio
Best Asset Management Companies in Ohio, United States
The 85 best Asset Management companies in Ohio, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Sequoia Financial Group.
By Rohit KhannaTrends & Stories
85companies tracked
$268.9Mdisclosed funding
0unicorns
5have raised
Ranked: Best Asset Management companies in Ohio
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Sequoia Financial Group Diversified asset management firm | $200M | 44 mo ago | Series A | Thomas Haught President & CEO | 1991 | WordPressMySQLPHP+27 | — | — |
| 2 | MarshBerry M&A and corporate advisory firm | $37M | 46 mo ago | Acquired | Dan Skowronski Managing Director | 1981 | WordPress Block EditorWordPressMySQL+28 | — | 1 internship |
| 3 | Strive Diversified investment management firm | $30M | 7 mo ago | Public | Vivek Ramaswamy Co-Founder | 2022 | SentryThree.jsRecharts+18 | 2 patents Smart interactive fitness equipment with real-time adaptive training feedback | — |
| 4 | Victory Capital Diversified investment management firm | $1M | 133 mo ago | Public | — | 1986 | Adobe Experience ManagerBugHerdJava+31 | — | — |
| 5 | Clearstead Wealth management firm | $303K | 100 mo ago | Seed | — | 2018 | WordPressApple iCloud MailMySQL+26 | — | — |
| 6 | Camelot Portfolios Provider of retirement and investment planning services | $176K | 74 mo ago | Funding Raised | — | 2008 | — | — | — |
| 7 | MAI Capital Management Provider of financial advisory services | — | 58 mo ago | Acquired | — | 1973 | WordPressMySQLPHP+23 | — | 1 partnership |
| 8 | Stratos Wealth Partners Provider of wealth & investment management, financial planning, and tax planning services | — | 68 mo ago | Seed | Jeff Concepcion Founder & CEO | 2009 | Cart FunctionalityWixSentry+17 | — | 2 internships · 1 award |
| 9 | AmericanFinancialGrp Financial service holding company | — | 141 mo ago | Public | — | 1959 | DrupalPHPBootstrap+23 | — | — |
Top 9 Asset Management companies in Ohio
#1
Public · Columbus, Ohio · founded 2022 · 46 employees$30Mraised▾
Public · Columbus, Ohio · founded 2022 · 46 employees
Diversified investment management firm
Funding rounds
- Nov 2025Post IPO$37M
- Jul 2024Series B$30M
Founders & team
Investors
Cantor Fitzgerald, Narya, Morris Industries, Deason Capital, Hoopp, Propel Equity Partners
Tech stack
Amazon S3Amazon Web ServicesApache Http ServerCdnjsClickbankClosure Library
#2
Series A · Akron, Ohio · founded 1991 · 200 employees$200Mraised▾
Series A · Akron, Ohio · founded 1991 · 200 employees
Diversified asset management firm
LinkedIn Pulse recent public activity · Jul 2026
Audience: 6k LinkedIn followers — 3.0% of this cohort's audience
Founders & team
Investors
Kudu, Valeas
Tech stack
All In One SeoAnimate.CssBeaver BuilderBootstrapCdnjsClickcease
#3
Acquired · Cuyahoga Falls, Ohio · founded 1981 · 125 employees$37.1Mraised▾
Acquired · Cuyahoga Falls, Ohio · founded 1981 · 125 employees
M&A and corporate advisory firm
LinkedIn Pulse recent public activity · Jul 2026
Audience: 25k LinkedIn followers — 12.4% of this cohort's audience
Funding rounds
- Aug 2022Series C$37.1M
- Oct 2016Unattributed$1.2M
Founders & team
Tech stack
AzureCdnjsCloudflareCloudflare Bot ManagementCookieyesGoogle Font Api
#4
Public · Cleveland, Ohio · founded 1995 · 512 employees$1.3Mraised▾
Public · Cleveland, Ohio · founded 1995 · 512 employees
Diversified investment management firm
LinkedIn Pulse recent public activity · Jul 2026
Audience: 14k LinkedIn followers — 6.9% of this cohort's audience
Founders & team
Investors
Crestview Partners, Reverence Capital Partners, Rock Mountain Capital
Tech stack
Adobe AnalyticsAdobe Audience ManagerAdobe Experience ManagerAdobe Experience Platform Identity ServiceAdobe Experience Platform LaunchAmazon Cloudfront
#5
Seed · Cleveland, Ohio · founded 2018 · 113 employees$302.8Kraised▾
Seed · Cleveland, Ohio · founded 2018 · 113 employees
Wealth management firm
LinkedIn Pulse recent public activity · Jul 2026
Audience: 3k LinkedIn followers
Funding rounds
- Feb 2018Seed$302.8K
Investors
Rosemont Investment Group, Flexpoint Ford
Tech stack
Apple Icloud MailCloudflareCloudflare Bot ManagementCore-JsEwww Image OptimizerGodaddy
#6
Funding Raised · Maumee, Ohio · founded 2008 · 11 employees$176Kraised▾
Funding Raised · Maumee, Ohio · founded 2008 · 11 employees
Provider of retirement and investment planning services
LinkedIn Pulse recent public activity · Jul 2026
Audience: 501 LinkedIn followers
Funding rounds
- Apr 2020Conventional Debt$176K
Tech stack
Squarespace CommerceSquarespaceHsts
#7
Acquired · Beachwood, Ohio · founded 1973 · 329 employees—raised▾
Acquired · Beachwood, Ohio · founded 1973 · 329 employees
Provider of financial advisory services
LinkedIn Pulse recent public activity · Jul 2026
Audience: 14k LinkedIn followers — 7.2% of this cohort's audience
Activity: 1 partnerships (incl. Bod Cauley) announced in 12 mo
Investors
Galway Holdings, Oak Hill
Tech stack
AccessibeAnimate.CssBootstrapCdnjsClickdimensionsCloudflare
#8
Seed · Beachwood, Ohio · founded 2009 · 229 employees—raised▾
Seed · Beachwood, Ohio · founded 2009 · 229 employees
Provider of wealth & investment management, financial planning, and tax planning services
LinkedIn Pulse recent public activity · Jul 2026
Audience: 6k LinkedIn followers — 3.1% of this cohort's audience
Activity: 1 awards announced in 12 mo
Funding rounds
- Sep 2020Seed—
- Apr 2020Seed—
Founders & team
Investors
Emigrant Partners, NCP
Tech stack
Apple Icloud MailBootstrapCloudflareGoogle CloudGoogle Cloud CdnGsap
#9
Public · Cincinnati, Ohio · founded 1959 · 6900 employees—raised▾
Public · Cincinnati, Ohio · founded 1959 · 6900 employees
American Financial Group is a financial service holding company. Their products and services include investments and insurance operations such as annuity operations and property & casualty operations. In 2022, the company recorded annual revenues of $7B and a net profit of $0.82B.
Tech stack
Acquia Cloud PlatformAcquia Cloud Site FactoryAdobe AnalyticsAdobe Experience Platform Identity ServiceAdobe Experience Platform LaunchAkamai
Funding & investor landscape
$268.9Mtotal disclosed funding
6companies funded
6disclosed rounds
0rounds last 90 days
Most active investors
Deason Capital1 rounds
Notable founders
Vivek Ramaswamy
Co-Founder · Strive
Anson Frericks
Co-Founder · Strive
Thomas Haught
President & CEO · Sequoia Financial Group
Dan Skowronski
Managing Director · MarshBerry
Christopher Darst
Managing Director · MarshBerry
David Brown
Chairman and Chief Executive Officer · Victory Capital
Jeff Concepcion
Founder & CEO · Stratos Wealth Partners
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 Ohio, United States?
Radar tracks 85 indexable Asset Management companies headquartered in Ohio, United States that meet our profile-completeness bar.
What is the total funding raised by Asset Management companies in Ohio, United States?
The Asset Management companies in Ohio, United States on this list have raised a combined $268.9M in disclosed equity funding across 6 funded companies.
Which is the highest-funded Asset Management company in Ohio, United States?
Sequoia Financial Group is the highest-funded Asset Management company in Ohio, United States, with $200M in disclosed equity funding.
How many Asset Management companies in Ohio, United States are funded?
6 of the 85 Asset Management companies in Ohio, United States on this list have disclosed at least one equity funding round.
How many Asset Management unicorns are there in Ohio, United States?
None of the Asset Management companies in Ohio, United States on this list currently has a disclosed valuation of $1B or more.
Who are the top investors in Ohio, United States Asset Management companies?
The most active investors in Ohio, United States Asset Management companies on this list include 1st & Main, Asset Management Associates, Cantor Fitzgerald, Crestview Partners, Deason 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.