Best Asset Management Companies in San Francisco, United States
The 85 best Asset Management companies in San Francisco, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Marcato Capital Management.
Ranked: Best Asset Management companies in San Francisco
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Marcato Capital Management Diversified investment management firm | $666M | 114 mo ago | Series D | Mick Guire Founder | 2002 | — | — | — |
| 2 | True Capital Management Multi-family office | $31M | 76 mo ago | Series A | — | 2006 | — | — | — |
| 3 | Lendtable Wealth management firm | $27M | 33 mo ago | Series A | Sheridan Clayborne Co-Founder | 2019 | — | — | — |
| 4 | Ubiquity Retirement & Savings Provider of retirement plans & savings ideas | $20M | 86 mo ago | Series D | — | 1999 | WebflowApple iCloud MailMicrosoft 365+30 | — | — |
| 5 | Spyglass Capital Management Diversified investment management firm | $18M | 98 mo ago | Series A | Jim Robillard Founder and CIO | 2015 | WordPressMySQLPHP+20 | — | — |
| 6 | Accord Diversified investment management firm | $7M | 66 mo ago | Series A | Desi Co Co-Founder & Managing Partner | 2009 | WixSentryApple iCloud Mail+14 | — | — |
| 7 | Cambrian Asset Management Diversified investment management firm | $4M | 71 mo ago | Seed | Martin Green Co-Founder & CEO | 2017 | — | — | — |
| 8 | Easop Provider of investment management services | $2M | 33 mo ago | Acquired | — | 2003 | — | — | — |
| 9 | Community Investment Management Private credit for fintechs, enabling responsible growth in underserved markets | $1M | 127 mo ago | Seed | Jacob Haar Co-Founder | 2012 | — | — | 1 job opening |
| 10 | Wells Fargo Provider of diverse financial services and online banking | — | 8 mo ago | Public | Nick Marwaha Managing Director | 1852 | Apple iCloud MailTailwind CSSAmazon Web Services+21 | 4,804 patents Secure mobile and IoT financial transaction processing, authentication, and cryptographic services. | — |
Top 12 Asset Management companies in San Francisco
#1
Series A · San Francisco, California · founded 2019 · 34 employees$26.7Mraised▾
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.
- Sep 2023Grant (prize money)—
- Nov 2021Series A$4.1M
- Sep 2021Series A$18.9M
- Oct 2020Seed$3.5M
#2
Series D · San Francisco, California · founded 2002 · 16 employees$666.2Mraised▾
Diversified investment management firm
- Dec 2016Series D$666.2M
#3
Acquired · San Francisco, California · founded 2003 · 16 employees$2.5Mraised▾
Provider of investment management services
- Sep 2023Series A—
- Oct 2022Seed$2.5M
#4
Series A · San Francisco, California · founded 2006 · 39 employees$31.4Mraised▾
Multi-family office
- Feb 2020PE—
- Jan 2017Series A$31.4M
#5
Series D · San Francisco, California · founded 1999 · 94 employees$20.5Mraised▾
Provider of retirement plans & savings ideas
#6
Series A · San Francisco, California · founded 2015 · 10 employees$17.9Mraised▾
Diversified investment management firm
- Apr 2018Series A$6.2M
- Mar 2018Series A$11.7M
#7
Series A · San Francisco, California · founded 2009 · 13 employees$6.8Mraised▾
Diversified investment management firm
- Dec 2020Series A$4M
- Mar 2017Conventional Debt$2.2M
- Apr 2014Seed$2.8M
#8
Seed · San Francisco, California · founded 2017 · 11 employees$4.2Mraised▾
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.
- Jul 2020Seed$4.2M
#9
Seed · San Francisco, California · founded 2012 · 10 employees$1.1Mraised▾
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 asset-backed debt facilities for growing fintechs and technology-driven lenders. Through investment capital and ecosystem engagement, the company unlocks growth and resilience for underserved market segments and the fintech companies that serve them. This involves strategic debt financing, asset-backed lending, and fostering financial inclusion through innovative fintech solutions. The business model supports the expansion of credit access and promotes responsible lending practices within the fintech industry, creating a positive social impact.
- Nov 2015Seed$1.1M
#10
Public · San Francisco, California · founded 1852 · 204223 employees—raised▾
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 banking platforms, facilitate convenient account management and transactions. Additional services encompass customer support, fraud reporting, and financial education resources. It also provides investment banking services.
#11
Series A · San Francisco, California · founded 1991 · 131 employees—raised▾
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.
- Oct 2015PE—
- Jan 2011Series A—
#12
Early Stage · San Francisco, California · founded 1999—raised▾
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 assessments to manage risk and enhance alpha. The firm offers various investment solutions, including actively managed funds and index funds, adjusted to suit individual risk tolerance and investment horizons. They provide investment insights and wealth management services, focusing on financial planning and investment solutions. Their strategies include U.S. value equity, multi-asset, energy & real assets, income alternatives, and emerging markets equity. The firm emphasizes sensible fees and offers client access through various channels.
Funding & investor landscape
Notable founders
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.