Best Asset Management Companies in San Diego, United States
The 34 best Asset Management companies in San Diego, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Hempacco.
Ranked: Best Asset Management companies in San Diego
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Hempacco Manufacturer of innovative, filtered hemp smokable products disrupting the tobacco industry | $2M | 30 mo ago | Public | Sandro Piancone Founder & CEO | 2019 | WordPressMySQLPHP+23 | — |
| 2 | Trust Egg Child Trust Fund provider offering ethical, climate-friendly investment options | $1M | 154 mo ago | Seed | — | 2005 | — | — |
| 3 | Pure Financial Advisors Diversified asset management firm | — | 64 mo ago | Seed | Michael Fenison Founder | 2007 | WordPressSentryApple iCloud Mail+40 | — |
| 4 | Hginc Provides financial asset liquidation transactions, valuations and advisory services | — | 126 mo ago | Public | — | 1983 | — | — |
| 5 | ClariVest Asset Management Diversified investment management firm | — | 168 mo ago | Series A | — | 2006 | — | — |
| 6 | AlphaCore Capital Wealth management company | — | — | Unfunded | Dick Pfister Founder & CEO | 2014 | — | — |
| 7 | Avidity Capital Provider of wealth management services | — | — | Unfunded | Theron Morgan Founder | 2021 | — | — |
| 8 | Beta Wealth Group Financial planning and wealth management empowering secure financial futures | — | — | Unfunded | Cfp Jodi Vleck CEO/Wealth Manager | 2009 | — | — |
Top 5 Asset Management companies in San Diego
#1
Public · San Diego, California · founded 2019$2.4Mraised▾
It is a company that is disrupting the tobacco industry with CBD hemp cigarettes. They hold intellectual property for technology to infuse herbal smoking blends of cannabis cigarettes. They are also involved in partnerships and joint ventures with well-known figures like Snoop Dogg to launch consumer goods lines in the hemp industry.
- Mar 2024Post IPO$490.4K
- Oct 2023Post IPO$1.9M
#2
Seed · San Diego, California · founded 2005$1Mraised▾
Child Trust Fund provider offering ethical, climate-friendly investment options. They specialize in managing Child Trust Funds (CTFs), providing families with long-term savings plans that minimize tax implications. They offer a range of environmentally responsible investment options, considering factors like green revenues and carbon intensity when making investment decisions. Their services include helping young adults understand their CTF options at age eighteen, offering guidance on spending, saving, or investing. They provide account access, regular statements, and support for transferring CTFs to Junior ISAs. They focus on long-term financial security for children, promoting ethical investing and climate-friendly choices. They also provide resources and information for parents and teens regarding CTFs.
- Dec 2013Seed$1M
- Sep 2012Seed—
- 2011Seed—
#3
Seed · San Diego, California · founded 2007 · 111 employees—raised▾
Diversified asset management firm
- 2021Seed—
- May 2020Seed—
#4
Public · San Diego, California · founded 1983 · 75 employees—raised▾
Provides financial asset liquidation transactions, valuations and advisory services
#5
Series A · San Diego, California · founded 2006 · 14 employees—raised▾
Diversified investment management firm
- Oct 2012Series A—
Funding & investor landscape
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
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.