85 indexable Asset Management companies headquartered in San Francisco, United States, ranked by total equity funding and recent funding momentum. Combined disclosed equity funding of $777.2M across 9 funded companies.
| # | Company | Funding | Valuation | Stage | Latest round | Employees | Founded | Momentum |
|---|---|---|---|---|---|---|---|---|
| 1 |
Lendtable
Wealth management firm |
$26.7M | — | Series A | Grant (prize money) Sep 2023 | 34 | 2019 | — |
| 2 |
Marcato Capital Management
Diversified investment management firm |
$666.2M | — | Series D | Series D Dec 2016 | 16 | 2002 | — |
| 3 |
Easop
Provider of investment management services |
$2.5M | — | Acquired | Series A Sep 2023 | 16 | 2003 | — |
| 4 |
True Capital Management
Multi-family office |
$31.4M | — | Series A | PE Feb 2020 | 39 | 2006 | — |
| 5 |
Ubiquity Retirement & Savings
Provider of retirement plans & savings ideas |
$20.5M | — | Series D | Series D Mar 2019 | 94 | 1999 | — |
| 6 |
Spyglass Capital Management
Diversified investment management firm |
$17.9M | — | Series A | Series A Apr 2018 | 10 | 2015 | — |
| 7 |
Accord
Diversified investment management firm |
$6.8M | — | Series A | Series A Dec 2020 | 13 | 2009 | — |
| 8 |
Cambrian Asset Management
Diversified investment management firm |
$4.2M | — | Seed | Seed Jul 2020 | 11 | 2017 | — |
| 9 |
Community Investment Management
Private credit for fintechs, enabling responsible growth in underserved markets |
$1.1M | — | Seed | Seed Nov 2015 | 10 | 2012 | — |
| 10 |
Wells Fargo
Provider of diverse financial services and online banking |
— | — | Public | Post IPO Sep 2025 | 204,223 | 1852 | ↑ Active |
| 11 |
Matthews Asia
Provider of actively managed investment funds focused on emerging markets |
— | — | Series A | PE Oct 2015 | 131 | 1991 | — |
| 12 |
Broadmark Asset Management
Investment management firm delivering absolute returns through tactical portfolio allocation |
— | — | Early Stage | Unattributed Jul 2009 | — | 1999 | — |
| 13 |
8 Decimal Capital
Venture capital firm focused on blockchain sector |
— | — | Unfunded | — | — | 2017 | — |
| 14 |
Algert Global
Long only-strategy hedge fund |
— | — | Unfunded | — | 19 | 2002 | — |
| 15 |
alphaAI
investment management Firm |
— | — | Unfunded | — | — | 2021 | — |
| 16 |
Angel Island Capital
Diversified investment management platform |
— | — | Acquired | — | 11 | 2008 | — |
| 17 |
Atlas Capital Advisors
Provider of financial advisory and investment management services |
— | — | Unfunded | — | — | 2003 | — |
| 18 |
Baker Street Advisors
Customized wealth management and investment advisory solutions for families and foundations |
— | — | Acquired | — | 53 | 2004 | — |
| 19 |
Bayhill Ventures
Real estate investment and development firm |
— | — | Unfunded | — | — | 2023 | — |
| 20 |
Bel Air Investment Advisors
Wealth management firm |
— | — | Acquired | — | — | 1998 | — |
| 21 |
Belveron Partners
Diversified asset management firm |
— | — | Unfunded | — | 9 | 2006 | — |
| 22 |
Bingham, Osborn & Scarborough
Wealth management firm |
— | — | Acquired | — | — | 1985 | — |
| 23 |
bingham, osborn & scarborough (b|o|s)
At Bingham Osborn & Scarborough we help guide our clients through the complex world of investing to help them plan for the future. |
— | — | Acquired | — | 47 | 1985 | — |
| 24 |
Bivium Capital
Asset management firm |
— | — | Unfunded | — | 10 | 2002 | — |
| 25 |
Brio Financial Group
Provider of investment & wealth planning services |
— | — | Unfunded | — | — | 2007 | — |
| 26 |
Bristol Group
Provider of real estate investment & development services |
— | — | Acquired | — | 107 | 1980 | — |
| 27 |
btr capital managment
BTR Capital Managment is an investment counseling firm located in San Francisco. |
— | — | Acquired | — | 14 | 1989 | — |
| 28 |
Carrot Capital
Venture capital firm focused on plant-based startups |
— | — | Unfunded | — | — | 2020 | — |
| 29 |
Catalyst
Provider of portfolio management services |
— | — | Unfunded | — | — | 2015 | — |
| 30 |
ChinaRock Capital Management
Provider of investment advisory, portfolio management, financial planning, and consulting services |
— | — | Unfunded | — | — | 2000 | — |
| 31 |
Crown Venture Group
Private equity firm focused on acquisitions |
— | — | Deadpooled | — | — | 2016 | — |
| 32 |
DCI
Diversified investment management firm and fund of funds |
— | — | Acquired | — | 11 | 2004 | — |
| 33 |
Delta Investment Management
Diversified asset management firm |
— | — | Unfunded | — | — | 2009 | — |
| 34 |
EPIQ
Diversified asset management firm |
— | — | Acquired | — | 58 | 2018 | — |
| 35 |
EqualFuture
AI-based platform for financial planning |
— | — | Unfunded | — | 8 | 2016 | — |
| 36 |
EQUIAM
Diversified investment management firm |
— | — | Funding Raised | — | 11 | 2018 | — |
| 37 |
Findera
Limited information available |
— | — | Funding Raised | — | — | 2000 | — |
| 38 |
Fire Capital Management
Provider of wealth & investment management services |
— | — | Unfunded | — | — | 2018 | — |
| 39 |
Flight Deck Capital
Provider of investment management services |
— | — | Unfunded | — | — | 2020 | — |
| 40 |
Fort Point Capital Partners
Diversified asset management firm |
— | — | Unfunded | — | — | 2008 | — |
| 41 |
forward
Forward helps investors, advisors and institutions meet the challenges of an ever-changing global investment climate |
— | — | Acquired | — | 138 | 1998 | — |
| 42 |
Forward Management
Diversified investment management firm |
— | — | Acquired | — | — | 1998 | — |
| 43 |
FundX
Provider of wealth management and financial planning services |
— | — | Unfunded | — | — | 1969 | — |
| 44 |
Gilmartin Ir
Provider of investment advisory, strategy, and business development services |
— | — | Unfunded | — | 56 | 2016 | — |
| 45 |
H. Barton Asset Management
Provider of asset management and investment services |
— | — | Unfunded | — | — | 2011 | — |
| 46 |
Inclusive Capital Partners
Provider of investment advisory services |
— | — | Unfunded | — | 17 | 2020 | — |
| 47 |
Infinite Equity
Provider of financial management services |
— | — | Unfunded | — | 36 | 2019 | — |
| 48 |
Jordan Park
Provider of wealth management services |
— | — | Unfunded | — | 164 | 2017 | — |
| 49 |
Js Partners
Provider of investment management services |
— | — | Unfunded | — | 35 | 2014 | — |
| 50 |
Jude Gomila
Diversified investment management firm |
— | — | Unfunded | — | — | 2008 | — |
Provider of cash advance services intended to help people secure their retirement financially. The company's services offer exactly the amount customers will need to get the employer match, while the customers pay the company back through a service fee, enabling individuals to supplement monthly income with the money they put toward employee benefits.
Diversified investment management firm
Provider of investment management services
Multi-family office
Provider of retirement plans & savings ideas
Diversified investment management firm
Diversified investment management firm
Operator of a quantitative investment firm intended to cater to digital assets. The company offers to apply a data and software-driven approach to investment management and uses data-driven, probabilistic models and sophisticated, automated trade execution algorithms, enabling investors to have exceptional, uncorrelated absolute returns while limiting downside risks.
Private credit for fintechs, enabling responsible growth in underserved markets. The company is a private credit investment manager focused on advancing fintech solutions across North America and emerging markets. It provides secured, strategic debt capital to enable fintech companies to scale their credit products effectively and responsibly. The team possesses deep operating and transaction experience structuring a
Provider of diverse financial services and online banking. It offers a comprehensive suite of banking products including checking and savings accounts, certificates of deposit (CDs), credit cards, home loans, personal loans, and auto loans. The company also provides investment and wealth management services, catering to both individual and business clients. Digital banking services, including online and mobile bankin
Provider of actively managed investment funds focused on emerging markets. The firm delivers investment solutions across various sectors, themes, and market capitalizations. It offers both exchange-traded funds and mutual funds. Research combines local insight with global perspectives.
Investment management firm delivering absolute returns through tactical portfolio allocation. The firm seeks positive absolute returns across market cycles, adapting to economic conditions and market momentum. Their approach aims to enhance portfolio diversification and limit losses through a disciplined investment process. They utilize valuation, monetary policy, investor sentiment, and quantitative momentum assessm
Golden Gate Capital
Partech Partners
01 Advisors
Access Ventures
Accion
Action Ventures
Altair Capital
Appaloosa Management
Atalanta Sosnoff
Avant Global
BT Growth Capital
Berkshire Hathaway
Rankings are computed by Radar (Fliar BI) from the Radar company master and are updated periodically. Funding and momentum scores use disclosed equity-funding data only. Figures may lag private rounds. Last updated 2026-06-22.
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