Best Asset Management Companies in Utah, United States
The 35 best Asset Management companies in Utah, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Holdings.
Ranked: Best Asset Management companies in Utah
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Holdings Diversified asset management firm | $7M | 39 mo ago | Seed | — | 2022 | — | — | — |
| 2 | Summit Global Investments Provides investment advisory services | $100K | 178 mo ago | Seed | — | 2010 | — | — | 1 award |
| 3 | Soltis Investment Advisors Provider of wealth management services and investment advisory solutions | — | 27 mo ago | Late Stage | — | 1993 | WordPressApple iCloud MailMySQL+26 | — | — |
| 4 | Adams Wealth Advisors Provider of wealth management services | — | — | Unfunded | Craig Adams Founder | 2012 | WordPressMySQLPHP+15 | — | 2 awards |
| 5 | Albion Financial Diversified Asset management services | — | — | Unfunded | — | 1982 | WordPress Block EditorWordPressPlesk+32 | — | — |
| 6 | Alta Capital Management Provides proprietary research, investment advisory, and other services | — | — | Acquired | Bradley Coats CEO | 1981 | — | — | — |
| 7 | B.O.S.S. Retirement Solutions Wealth management firm and retirement focused investment management firm | — | — | Unfunded | Ryan Thacker Co-Founder & President | 2008 | WebflowKeapGSAP+17 | — | — |
| 8 | Colmena Real estate development and investment firm | — | — | Unfunded | Brian Shelley Co-Founder | 2008 | — | — | — |
Top 3 Asset Management companies in Utah
#1
Seed · Salt Lake City, Utah · founded 2022 · 9 employees$7Mraised▾
Developer of a cash and risk management platform designed to grow money. The company's platform offers a cash account provided in partnership with bank & trust, member FDIC, that works alongside one's primary bank account that provides annual yield on idle money and insurance cover, enabling users to stay protected and diversified.
- May 2023Seed$3M
- 2022Seed$4M
#2
Seed · Salt Lake City, Utah · founded 2010 · 16 employees$100Kraised▾
Provides investment advisory services
- Nov 2011Seed$100K
#3
Late Stage · St. George, Utah · founded 1993 · 83 employees—raised▾
Soltis Investment Advisors is a wealth management firm that aims to create, build, and manage wealth for its clients. They offer personalized investment strategies and services to help clients achieve their financial goals.
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.