3862 indexable Asset Management companies headquartered in United States, ranked by total equity funding and recent funding momentum. Combined disclosed equity funding of $39.6B across 285 funded companies, including 5 unicorns.
| # | Company | Funding | Valuation | Stage | Latest round | Employees | Founded | Momentum |
|---|---|---|---|---|---|---|---|---|
| 1 |
GoldenTree
Provider of alternative investment management specializing in credit opportunities globally |
$3.5B | — | Funding Raised | Conventional Debt Nov 2025 | 216 | 2000 | ↑ Active |
| 2 |
Nukk
Provider of investment management services |
$280M | — | Public | Post IPO Feb 2026 | 6 | 2013 | ↑ Active |
| 3 |
Peachtree Group
Provider of asset management services |
$173.4M | — | Series D | Series D Mar 2026 | 126 | 2007 | ↑ Active |
| 4 |
Residco
Provider of leasing and financial solutions for aviation and rail assets |
$100M | — | Funding Raised | Conventional Debt May 2026 | 21 | 1982 | ↑ Active |
| 5 |
Edward Jones
Diversified investment management firm |
$110.4M | — | Series F | Series F Apr 2026 | 3 | 1922 | ↑ Active |
| 6 |
Eckard Enterprises
Wealth management firm |
$72.9M | — | Series B | Series B Apr 2026 | 60 | 2010 | ↑ Active |
| 7 |
Madison Energy Investments
Provider of platform for investors |
$800M | — | Acquired | Conventional Debt Sep 2025 | 32 | 2019 | ↑ Active |
| 8 |
Lone Star Capital
Vertically integrated multifamily real estate company that offers investment opportunities and provides a platform for investors |
$69.1M | — | Series B | Series B Mar 2026 | — | 2018 | ↑ Active |
| 9 |
Steward Partners Global Advisory
Diversified investment and wealth management firm |
$106M | — | Series C | Series C Dec 2025 | 293 | 2013 | ↑ Active |
| 10 |
Pacific Life
Insurance company |
$2B | — | Late Stage | Unattributed Mar 2025 | 3,138 | 1868 | ↑ Active |
| 11 |
Auramet Trading
Investment management firm |
$300M | — | Late Stage | Conventional Debt Jun 2025 | 22 | 2004 | ↑ Active |
| 12 |
Overlay Capital
Diversified investment management firm |
$25.5M | — | Series B | Series B Mar 2026 | — | 2016 | ↑ Active |
| 13 |
ViaWest Group
Commercial real estate investment, development, and property management maximizing real estate value |
$26.4M | — | Series A | Series A Mar 2026 | 40 | 2003 | ↑ Active |
| 14 |
Onramp Bitcoin
Provider of Bitcoin financial services built on multi-institution custody |
$12.5M | — | Series A | Series A May 2026 | — | 2022 | ↑ Active |
| 15 |
Axiom Trust
AI based platform to modernize trust administration for families and advisors |
$11.8M | — | Seed | Seed Mar 2026 | — | 2025 | ↑ Active |
| 16 |
Lumint
Currency hedging and technology solutions provider for institutional investors |
$6M | — | Series A | Conventional Debt Mar 2026 | 9 | 2013 | ↑ Active |
| 17 |
Innventure
Diversified investment management firm |
$39.1M | — | Public | Post IPO Oct 2025 | 36 | 2015 | ↑ Active |
| 18 |
Strive
Diversified investment management firm |
$30M | — | Public | Post IPO Nov 2025 | 46 | 2022 | ↑ Active |
| 19 |
Madison Capital Group
Private investment and advisory firm |
$127.4M | — | Series A | Series A May 2025 | 110 | 2009 | ↑ Active |
| 20 |
Ethic
Provider of investment management services |
$98.8M | — | Series D | Series D Apr 2025 | 50 | 2015 | ↑ Active |
| 21 |
Wealth Enhancement
Diversified investment management firm |
$1.8M | — | Acquired | Unattributed Apr 2026 | 853 | 1997 | ↑ Active |
| 22 |
Cary Street Partners
Provider of investment, estate planning, and financial advisory services |
$4.8M | — | Series A | Series A Dec 2025 | 111 | 2002 | ↑ Active |
| 23 |
GFG Capital
It is a multi-family office that offers wealth management services |
$20.4M | — | Series B | Series B Sep 2025 | — | 2003 | ↑ Active |
| 24 |
LIV
Multi-family and senior housing development and investment firm |
$7.8M | — | Series A | Series A Dec 2025 | 64 | 2012 | ↑ Active |
| 25 |
EB5 United
Real estate investment firm |
$44.9M | — | Series B | Series B May 2025 | — | 2013 | ↑ Active |
| 26 |
DigitalX
Blockchain technology for money transfer & trading services |
$24.8M | — | Public | Post IPO Jul 2025 | 6 | 1988 | ↑ Active |
| 27 |
Avistone
Provider of real estate investment management services |
$2.9M | — | Series A | Series A Feb 2026 | 9 | 2012 | ↑ Active |
| 28 |
Blue Owl
Provider of alternative investment strategies across credit, real assets, and capital |
$15M | — | Public | Post IPO Sep 2025 | 622 | 2021 | ↑ Active |
| 29 |
Abernathey Holding Company
Investment management firm |
$8.4M | — | Series A | Series A Sep 2025 | — | 2011 | ↑ Active |
| 30 |
PointOne
Provider of multi-family office services including investment, planning, and family support |
$6.5M | — | Series A | Series A Dec 2025 | — | 2025 | ↑ Active |
| 31 |
Pave Finance
Provider of financial advisory services |
$14M | — | Seed | Seed Sep 2025 | — | 2020 | ↑ Active |
| 32 |
Earned Wealth
Provider of wealth and tax advisory solutions for doctors and healthcare professionals |
$212M | — | Series B | Series B Jul 2024 | — | 2021 | ↑ Active |
| 33 |
Berkadia
Provider of wealth management services |
$1B | — | Series D | Conventional Debt Dec 2023 | 988 | 2009 | — |
| 34 |
Ashcroft Capital
Provider of wealth management services |
$50M | — | Series C | Series C Nov 2024 | 51 | 2014 | ↑ Active |
| 35 |
Datalign Advisory
Platform matching individuals with financial advisors based on specific criteria |
$4M | — | Series A | Series A Aug 2025 | 13 | 2021 | ↑ Active |
| 36 |
Brown Advisory
Diversified investment management firm |
$1B | — | Public | Series D Feb 2023 | 770 | 1993 | — |
| 37 |
Phoenix Capital Group
Provider of oil & gas investment services |
$564.2M | — | Funding Raised | Conventional Debt Aug 2023 | 28 | 2019 | — |
| 38 |
Lvrch Capital
Provider of mutual fund, financial and investment management services |
$600M | — | Series D | Jul 2023 | 142 | 2013 | — |
| 39 |
Fourcore
Provider of financial services focused on global asset, wealth, and investment management, leveraging AI-powered solutions to enhance customer experience |
$100K | — | Seed | Seed Apr 2026 | — | 2024 | ↑ Active |
| 40 |
JPMorgan Chase
Provider of financial services to consumers and corporations |
$4.3B | — | Public | Conventional Debt Jul 2019 | 256,105 | 2000 | — |
| 41 |
Creative Planning
Provider of wealth management services |
$15.7M | — | Late Stage | PE Sep 2024 | 97 | 1983 | ↑ Active |
| 42 |
Seeds Investor
Provider of portfolio management services |
$6M | — | Series A | Series A Dec 2024 | 12 | 2018 | ↑ Active |
| 43 |
Federated Hermes
Provider of investment management services |
$1B | — | Public | May 2022 | — | 1955 | — |
| 44 |
Citadel Securities
Unicorn Provider of financial planning services |
$1.1B | $22B as of 2022 |
Series D | Series D Jan 2022 | 3,363 | 2002 | — |
| 45 |
Romano Capital
Real estate fund focused on debt and equity investments |
$4.9M | — | Series A | Series A Jan 2025 | 23 | 2003 | ↑ Active |
| 46 |
Nemo Digital
Diversified investment management firm |
$2.9M | — | Seed | Seed Feb 2025 | — | 2022 | ↑ Active |
| 47 |
Gaming and Leisure Properties
Real estate investment trust focused on gaming & leisure properties |
$3.4B | — | Public | Conventional Debt Apr 2017 | 18 | 2013 | — |
| 48 |
ShariaPortfolio
Asset management firm specializing in Sharia-compliant investing and halal wealth management, providing investment solutions that align with Islamic financial principles and values |
$1.9M | — | Seed | Seed Apr 2025 | 11 | 2003 | ↑ Active |
| 49 |
Argent Wealth Management
Wealth management firm |
$1.7B | — | Late Stage | Unattributed Aug 2020 | 24 | 1992 | — |
| 50 |
Alera Group
Provider of HR, life & health insurance, general liability, and other services |
$250M | — | Acquired | Series C Apr 2023 | 4,000 | 1995 | — |
Provider of alternative investment management specializing in credit opportunities globally. The firm focuses on sectors including high yield bonds, leveraged loans, private credit, distressed debt, and structured credit. Investment strategies also incorporate emerging markets, real estate, private equity, and credit-themed equities. The firm's approach facilitates communication across its investment team.
Provider of investment management services
Peachtree Group is an investment firm specializing in commercial real estate assets and other ventures. With a diverse portfolio and billions under management, they offer services designed to protect and grow investments. They also provide third-party management services for hotels, including staffing and performance management.
Provider of leasing and financial solutions for aviation and rail assets. The company invests in commercial and corporate aircraft, engines, freight cars, and locomotives. Structuring expertise combined with an extensive network of relationships with financial institutions allows new entrants to benefit from experience in joint ventures and structured debt. The company also manages large pools of freight cars, locomo
Edward Jones is a full-service financial services firm offering investments and services to individual investors. The firm focuses solely on individual investors and small-business owners.In 2022, the company recorded annual revenues of $12.41B and a net profit of $1.4B.
Eckard Enterprises, LLC ("Eckard") is a family-owned and operated energy asset management firm, focused on the U.S. oil and gas industry. Our managed assets include water rights, oil and gas mineral rights, exploration and production, steel fabrication, natural gas and crude oil pipelines, and other natural resource related opportunities.
Provider of platform for investors
Lone Star Capital is a vertically integrated multifamily real estate company that focuses on investing in and operating multifamily properties. The company is led by experienced professionals with a deep understanding of the real estate industry, and its investment approach is centered around identifying undervalued properties and implementing operational improvements to drive value creation.
Diversified investment and wealth management firm
Pacific Life is an insurance company. Their products include life insurance products, annuities, and mutual funds. The company also offers investment products and services to individuals, businesses, and pension plans. In 2022, the company recorded annual revenues of $13.36B and a net profit of $0.76B.
Investment management firm
Diversified investment management firm
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 2026-06-16.
