Radar · Asset Management in Tennessee
Best Asset Management Companies in Tennessee, United States
The 57 best Asset Management companies in Tennessee, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Pinnacle.
By Rohit KhannaTrends & Stories
57companies tracked
$253.3Mdisclosed funding
0unicorns
5have raised
Ranked: Best Asset Management companies in Tennessee
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Pinnacle Commercial bank and wealth management firm | $224M | 116 mo ago | Public | Kent Foster Managing Director | 2000 | VideoJSMicrosoft ASP.NETBootstrap+11 | 1 partnership · 3 expansions · 3 awards |
| 2 | Gullane Capital Partners Diversified investment management firm | $22M | 95 mo ago | Deadpooled | Trip Miller Founder | 2002 | — | — |
| 3 | Truxton Trus Investment & wealth management firm | $6M | 42 mo ago | Public | — | 2004 | — | 1 award |
| 4 | Lexington Financial Life Management Wealth management firm offers legal services | $2M | 26 mo ago | Seed | Dale Veitch CEO | 2015 | — | — |
| 5 | Silver Oak Securities Full services stock broker | $50K | 84 mo ago | Early Stage | Billy Hopkins Owner | 1999 | — | — |
| 6 | Avior Wealth Management Provider of investment management services | — | 25 mo ago | Seed | Andrea Mcmahon Chief Investment Officer/Wealth Advisor/Owner | 2011 | WordPressMySQLPHP+37 | — |
| 7 | SouthernSun SouthernSun is a research-driven investment management firm implementing Small Cap, SMID Cap and Global… | — | 150 mo ago | Funding Raised | Michael Cook Founder & CEO & CIO | 1989 | — | — |
| 8 | Southeastern Asset Diversified asset management firm | — | 213 mo ago | Funding Raised | O. Hawkins Founder | 1975 | — | — |
Top 9 Asset Management companies in Tennessee
#1
Seed · Nashville, Tennessee · founded 2015 · 4 employees$1.6Mraised▾
Seed · Nashville, Tennessee · founded 2015 · 4 employees
Provider of financial life management services intended to give owners a new perspective to view their business and their life as one financial life ecosystem. The company's services include financial and estate planning, investment consulting, comprehensive financial planning, philanthropic goal setting, wealth reporting, debt structure analysis as well as retirement planning and consulting, enabling business owners and families to manage not only their liquid wealth but also the ill-liquid wealth that is locked inside their enterprise.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 87 LinkedIn followers
Funding rounds
- Apr 2024Seed$1.1M
- Mar 2018Seed$500K
Founders & team
#2
Public · Nashville, Tennessee · founded 2004 · 74 employees$6.1Mraised▾
Public · Nashville, Tennessee · founded 2004 · 74 employees
Investment & wealth management firm
LinkedIn Pulse recent public activity · Jul 2026
Audience: 2k LinkedIn followers — 3.1% of this cohort's audience · 44 engagements/post (2.6× cohort median)
Hiring: 1 hiring post in 12 mo (public) · hiring: Credit Analyst
Activity: 1 awards announced in 12 mo
Funding rounds
- Dec 2022Post IPO$5.9M
- Jun 2013Post IPO$200K
#3
Public · Nashville, Tennessee · founded 2000 · 33570 employees$223.5Mraised▾
Public · Nashville, Tennessee · founded 2000 · 33570 employees
Commercial bank and wealth management firm
LinkedIn Pulse recent public activity · Jul 2026
Audience: 30k LinkedIn followers — 40.6% of this cohort's audience · 158 engagements/post (9.5× cohort median)
Activity: 1 partnerships · 3 awards · 3 expansions (incl. Synovus) announced in 12 mo
Funding rounds
- Nov 2016Conventional Debt$120M
- Mar 2016Post IPO$39.9M
- Dec 2014Conventional Debt$20M
- 2010Post IPO—
Founders & team
Investors
Aquiline Capital Partners, Castle Creek Capital, Patriot Financial Partners
Tech stack
BootstrapDocusignDudaFont AwesomeGoogle AnalyticsGoogle Font Api
#4
Deadpooled · Memphis, Tennessee · founded 2002$22.1Mraised▾
Deadpooled · Memphis, Tennessee · founded 2002
Diversified investment management firm
Funding rounds
- Jul 2018Series B$22.1M
Founders & team
#5
Early Stage · Jackson, Tennessee · founded 1999$50Kraised▾
Early Stage · Jackson, Tennessee · founded 1999
Full services stock broker
LinkedIn Pulse recent public activity · Jul 2026
Audience: 1k LinkedIn followers
Founders & team
#6
Seed · Franklin, Tennessee · founded 2011—raised▾
Seed · Franklin, Tennessee · founded 2011
Hotel The Avior is a hotel located in Purba Medinipur, offering availability and booking options for travelers.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 1k LinkedIn followers
Funding rounds
- Jun 2024Seed—
Founders & team
Investors
Constellation Wealth Capital
Tech stack
BootstrapChart.JsCloudflareCloudflare Bot ManagementContact Form 7Core-Js
#7
Funding Raised · Memphis, Tennessee · founded 1989—raised▾
Funding Raised · Memphis, Tennessee · founded 1989
Diversified investment management firm
Founders & team
Investors
Affiliated Managers Group
#8
Funding Raised · Memphis, Tennessee · founded 1975—raised▾
Funding Raised · Memphis, Tennessee · founded 1975
Diversified asset management firm
LinkedIn Pulse recent public activity · Jul 2026
Audience: 3k LinkedIn followers — 4.2% of this cohort's audience
Founders & team
Investors
ED
#9
Unfunded · Memphis, Tennessee · founded 2019$75Mraised▾
Unfunded · Memphis, Tennessee · founded 2019
Diversified asset management firm
Founders & team
Funding & investor landscape
$253.3Mtotal disclosed funding
5companies funded
11disclosed rounds
0rounds last 90 days
Most active investors
Notable founders
Dale Veitch
CEO · Lexington Financial Life Management
Kent Foster
Managing Director · Pinnacle
Trip Miller
Founder · Gullane Capital Partners
Billy Hopkins
Owner · Silver Oak Securities
Andrea Mcmahon
Chief Investment Officer/Wealth Advisor/Owner · Avior Wealth Management
Michael Cook
Founder & CEO & CIO · SouthernSun
O. Hawkins
Founder · Southeastern Asset
Ross Glotzbach
CEO and Head of Research · Southeastern Asset
Julien Seguin
Co-Founder · CMS Holdings
Bobby Cho
Co-Founder · CMS Holdings
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 Tennessee, United States?
Radar tracks 57 indexable Asset Management companies headquartered in Tennessee, United States that meet our profile-completeness bar.
What is the total funding raised by Asset Management companies in Tennessee, United States?
The Asset Management companies in Tennessee, United States on this list have raised a combined $253.3M in disclosed equity funding across 5 funded companies.
Which is the highest-funded Asset Management company in Tennessee, United States?
Pinnacle is the highest-funded Asset Management company in Tennessee, United States, with $223.5M in disclosed equity funding.
How many Asset Management companies in Tennessee, United States are funded?
5 of the 57 Asset Management companies in Tennessee, United States on this list have disclosed at least one equity funding round.
How many Asset Management unicorns are there in Tennessee, United States?
None of the Asset Management companies in Tennessee, United States on this list currently has a disclosed valuation of $1B or more.
Who are the top investors in Tennessee, United States Asset Management companies?
The most active investors in Tennessee, United States Asset Management companies on this list include Affiliated Managers Group, Aquiline Capital Partners, Castle Creek Capital, Constellation Wealth Capital, ED.
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.