Best Investment Consultants Companies in New York, United States
The 80 best Investment Consultants companies in New York, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Wentworth Management Services.
Ranked: Best Investment Consultants companies in New York
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Wentworth Management Services Investment advisory services | $44M | 101 mo ago | Public | — | 2017 | — | — | — |
| 2 | Knighthead Capital Management Investment consulting firm | $15M | 106 mo ago | Funding Raised | Ara Cohen Co-Founder | 2008 | WordPressMySQLPHP+9 | — | — |
| 3 | Roundhill Investments E-sports and ETFs focused investment management company | $1M | 85 mo ago | Seed | — | 2018 | Windows ServerZURB FoundationMicrosoft ASP.NET+20 | — | 2 launchs · 1 partnership |
| 4 | Goldman Sachs Global financial services platform that delivers investment banking, markets, asset management, and wealth… | $1M | 22 mo ago | Public | — | 2003 | AlgoliaNode.jsReact+22 | 889 patents Patents concentrated in computing, sensing & instrumentation | — |
| 5 | Banner Ridge Partners Investment consulting firm | — | 28 mo ago | Late Stage | C.J. Driessen Co-Founder & Partner | 2018 | — | — | — |
| 6 | CRC Provider of investment advisory services | — | 28 mo ago | Seed | Mitch Avnet Founder & CEO | 2013 | WordPressMySQLPHP+22 | 83 patents Advanced cardiac pulsed-field ablation catheters and mapping/monitoring technologies | — |
| 7 | Mercer Provider of professional services in risk, reinsurance, capital, people, and investments | — | 64 mo ago | Funding Raised | Pat Tomlinson CEO & President | 1945 | Cart FunctionalityMagentoAdobe Experience Manager+34 | 38 patents Data-driven talent management and pension planning platforms using analytics and simulation tools. | — |
| 8 | Prima Capital Advisors Investment consulting firm | — | 185 mo ago | Acquired | — | 2002 | — | — | — |
Top 8 Investment Consultants companies in New York
#1
Public · New York City, New York · founded 1869 · 36600 employees$1.2Mraised▾
Global financial services platform that delivers investment banking, markets, asset management, and wealth advisory solutions. It combines market research, data-driven insights, and advisory capabilities to help clients raise capital, manage risk, execute transactions, and invest strategically across global markets. The platform also publishes economic and artificial intelligence research to track emerging trends impacting industries and financial systems worldwide.
- Apr 2026Conventional Debt$1.2M
#2
Public · New York City, New York · founded 2017 · 1900 employees$43.5Mraised▾
Wentworth Management Services owns and operates investment advisory broker-dealers in the United States. Provides advisory services related to asset management, investment management, product marketing & wholesale distribution. Also offers an open architecture platform for registered investment advisors for interacting with clients.
- Jan 2018Conventional Debt$43.5M
#3
Funding Raised · New York City, New York · founded 2008 · 36 employees$15Mraised▾
Investment consulting firm
- Jul 2017Conventional Debt$15M
#4
Seed · New York City, New York · founded 2018 · 7 employees$1.2Mraised▾
E-sports and ETFs focused investment management company
- May 2019Seed$1.2M
#5
Late Stage · New York City, New York · founded 2018 · 26 employees—raised▾
Investment consulting firm
- Feb 2024PE—
#6
Seed · New York City, New York · founded 2013—raised▾
Compliance Risk Concepts (CRC) is a team of senior compliance consultants and executives that provides top-tier compliance advisory services. They offer enterprise SaaS solutions, such as an AI-powered platform, to help organizations take control of regulatory changes and ensure product compliance. CRC also offers a multi-tenant platform, integrated with RMM, called Compliance Scorecard, which helps manage critical policies for MSPs.
- Jan 2024Seed—
#7
Funding Raised · New York City, New York · founded 1945 · 4275 employees—raised▾
Provider of professional services in risk, reinsurance, capital, people, and investments. The company offers management consulting to build confidence to thrive through perspective. It delivers employee benefits, compensation data, and artificial intelligence to improve workforce strategies. The company provides insights on health, total rewards, talent mobility, and transformation. It offers diversity, equity, inclusion, and sustainability solutions.
#8
Acquired · Scarsdale, New York · founded 2002—raised▾
Investment consulting firm
- Jan 2011Series A—
Funding & investor landscape
Notable founders
Market landscape — 10 sub-themes by coverage
Share of Investment Consultants 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.