Best Investment Consultants Companies in United States
The 623 best Investment Consultants companies in United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Cambridge Associates.
Among the 623 Investment Consultants companies we track across the United States, Cambridge Associates dominates by a wide margin, pulling in $460M of the sector's $817M in total disclosed funding. That's not a close race. Fieldpoint Private follows at $14M, and Granite Peak Partners and Meketa each land at $10M, which tells you something real about how concentrated capital is at the top of this field. No unicorns here, but the funding stack is still meaningful, and what makes a good consultant is a question the industry keeps revisiting as competition for institutional mandates tightens.
So where's the momentum coming from? Median app installs across investment management platforms are up roughly 25% YoY across 82 tracked apps, and coverage themes are clustering hard around stock performance, stock indices, and deal flow. I'd read that as retail and institutional clients both demanding more digital touchpoints from their advisors. As shown in 2022 research, information intermediaries shape how capital allocates at scale, and you can feel that dynamic in how firms here are positioning. The most active investors backing this space include Europa, Gratitude Railroad, and Abry, each placing selective bets on a sector that's still figuring out where advisory ends and technology begins.
Ranked: Best Investment Consultants companies in United States
| # | Company | Disclosed funding | Last round | Stage | Employees | Founder | Market signals (1y) | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Cambridge Associates Investment consulting firm | $460M | 91 mo ago | Late Stage | 1,068 1,068 → 1,892 (+77%) · sector median +46% | Petros Krappas Investment Director | — | — | 1 award |
| 2 | Prestige Investment Group Investment consulting firm | $59M | 112 mo ago | Series C | — | Daryl Heller CEO | — | — | — |
| 3 | Pearl Meyer Investment consulting firm | $49M | 73 mo ago | Acquired | 127 127 → 189 (+49%) · sector median +46% | Beth Florin CEO | — | — | — |
| 4 | Wentworth Management Services Investment advisory services | $44M | 101 mo ago | Public | 1,900 | — | — | — | — |
| 5 | Benjamin F. Edwards Investment consulting firm | $36M | 134 mo ago | Series C | 647 647 → 527 (-19%) · sector median +46% | — | — | — | 4 job openings · 1 award |
| 6 | mPower Wealth management tools for financial institutions and advisors | $36M | 304 mo ago | Acquired | 50 | — | — | — | — |
| 7 | Sachem Capital Provider of investment advisory services | $27M | 105 mo ago | Public | 34 34 → 23 (-32%) · sector median +46% | John Villano CEO | 5 signals ▼17% Earnings · Leadership | — | 1 partnership |
| 8 | Knighthead Capital Management Investment consulting firm | $15M | 106 mo ago | Funding Raised | 36 | Ara Cohen Co-Founder | — | — | — |
| 9 | Fieldpoint Private Provider of investment advisory services | $14M | 20 mo ago | Series B | 143 143 → 102 (-29%) · sector median +46% | Daniel Tully Co-Founder | — | — | 2 awards |
| 10 | Meketa Provider of investment advice, support, and execution | $10M | 28 mo ago | Series B | 272 | James Meketa Founder | — | — | — |
| 11 | Granite Peak Partners Real estate investment & advisory services firm | $10M | 27 mo ago | Series A | 4 | Pierre Tada Founder | — | — | — |
| 12 | Washington Capital Investment consulting firm | $9M | 51 mo ago | Series B | 76 | — | — | — | — |
| 13 | CapShift Investment consulting firm | $8M | 23 mo ago | Series A | 27 | Jacques Perold Co-Founder & CEO | — | — | — |
| 14 | WAP Capital Provider of asset management solutions for alcoholic beverage distributors | $6M | 47 mo ago | Series A | 3 | — | — | — | — |
| 15 | Springbank Investment consulting firm | $6M | 101 mo ago | Deadpooled | — | David M Trandel CEO | — | — | — |
| 16 | Quest Investment Management Investment consulting company | $4M | 100 mo ago | Series A | — | Monte L Johnson Founder & Chairman | — | — | — |
| 17 | Ministry Partners Investment Provider of investment consulting services | $2M | 39 mo ago | Funding Raised | 9 | Joseph Turner CEO & President | — | — | — |
| 18 | Bancreek Capital Advisors Investment advisor offering actively managed ETFs and interactive tools to provide an investing edge | $2M | 1 mo ago | Seed | — | Andrew Skatoff CEO | — | — | 1 partnership |
| 19 | Pineapple Express Manufacturer & brand of pineapple snacks & drinks | $2M | 105 mo ago | Public | — | Jaime Ortega Founder | — | — | — |
| 20 | Altera Investments Investment consulting firm | $2M | 77 mo ago | Seed | 12 12 → 17 (+42%) · sector median +46% | — | — | — | — |
| 21 | Flax and Rosenfield Capital Partners Investment consulting firm | $2M | 116 mo ago | Seed | — | Larry Flax Co-Founder | — | — | — |
| 22 | Verdeo Group Provider of investment consulting and strategy analysis services | $2M | 200 mo ago | Deadpooled | — | John Savage Founder & MD | — | — | — |
| 23 | SmallCapVoice.com Provider of investment insights and advisory services | $1M | 155 mo ago | Seed | — | Stuart Smith Founder & CEO | — | — | 4 partnerships |
| 24 | Roundhill Investments E-sports and ETFs focused investment management company | $1M | 85 mo ago | Seed | 7 | — | — | — | 2 launchs · 1 partnership |
| 25 | Prive Group Investment consulting firm | $1M | 77 mo ago | Seed | 128 | Javier Rabinovich President & CEO | — | — | — |
| 26 | Goldman Sachs Global financial services platform that delivers investment banking, markets, asset management, and wealth… | $1M | 21 mo ago | Public | 36,600 36,600 → 62,725 (+71%) · sector median +46% | — | 179 signals Leadership · M&A · Earnings | 891 patents AI-driven financial data platforms, crypto settlement, and quantum analytics for securities trading | — |
| 27 | CSSC Provider of investment consulting services | $965K | 133 mo ago | Deadpooled | — | Eric Smith CEO | — | — | — |
| 28 | Cannae Platform develops, tests, and commercializes for space applications | $715K | 152 mo ago | Seed | — | Guido Fetta Founder & MD | 5 signals ▲400% Capital raise · Earnings | 7 patents Electromagnetic propulsion thrusters for marine vessels. | — |
| 29 | Antson Advisors Provider of networking, marketing and other services | $531K | 146 mo ago | Seed | — | — | — | — | — |
| 30 | RPC Provider of loans and investments to excluded entrepreneurs | $500K | 57 mo ago | Seed | — | Cuong Huynh Co-Founder | — | — | — |
| 31 | Chinus Asset Management Investment consulting firm | $500K | 128 mo ago | Seed | — | Charles Mautz Founder & CIO | — | — | — |
| 32 | EWV Provider of investment consulting services | $500K | 137 mo ago | Seed | — | Jaeson Ma Founder & CEO | — | — | — |
| 33 | ProVest Properties Investment consulting firm | $473K | 136 mo ago | Seed | — | Charles Vita CEO & Partner | — | — | — |
| 34 | Sentinel Capital Solutions Investment consulting firm | $460K | 141 mo ago | Seed | — | Cort Meinelschmidt CEO | — | — | — |
| 35 | Sortis Capital Investment & business consulting firm | $425K | 48 mo ago | Series A | — | Mark Rowell CEO & MD | — | — | — |
| 36 | Claraphi Provider of investment consulting services | $400K | 127 mo ago | Deadpooled | — | Vali Nasr CEO | — | — | — |
| 37 | West Capital Advisors Manufacturer of sanitary napkins, pantyliners, and baby diapers | $350K | 146 mo ago | Seed | — | Mark Richey Managing Director/Founder | — | — | — |
| 38 | Plantechhub Provider of financial planning software with scenario-planning capabilities | $300K | 18 mo ago | Seed | 3 | — | — | — | — |
| 39 | Chatham Financial Provider of business process outsorcing services | $294K | 102 mo ago | Funding Raised | 494 494 → 862 (+74%) · sector median +46% | Matthew Henry Managing Partner & CEO | 3 signals M&A · Leadership | — | — |
| 40 | Greenwich Creek Capital Management Investment consulting firm | $230K | 85 mo ago | Seed | — | Saul A Padilla Founder | — | — | — |
| 41 | Piscataqua Capital Provider of financial advisory firm | $200K | 139 mo ago | Deadpooled | — | George W Rooney Co-Founder | — | — | — |
| 42 | Sellwood Consulting Investment consulting firm | $183K | 65 mo ago | Seed | — | Charlie Waibel Co-Founder & Managing Principal | — | — | — |
Top 12 Investment Consultants companies in United States
#1
Seed · Santa Monica, California · founded 2021$2.2Mraised▾
Bancreek Capital Advisors is an investment advisor offering actively managed ETFs and interactive tools to provide an investing edge. They utilize big data and a systematic approach to invest in companies with structurally advantaged business models.
- Apr 2026Seed$325K
- Oct 2023Seed$2.2M
#2
Series B · Greenwich, Connecticut · founded 2008 · 143 employees$14Mraised▾
Provider of investment advisory services
- Sep 2024Series B$5M
- May 2024Series A$4M
- Dec 2023Series A$5M
#3
Series A · Newton, Massachusetts · founded 2008 · 27 employees$7.7Mraised▾
Investment consulting firm
- Jul 2024Series A$2.7M
- Feb 2023Series A$22.5K
- Apr 2021Series A$5M
#4
Late Stage · Boston, Massachusetts · founded 1973 · 1068 employees$459.5Mraised▾
Investment consulting firm
#5
Series A · Santa Barbara, California · founded 2003 · 4 employees$9.6Mraised▾
Granite Peak Partners is a fully-integrated Real Estate Investment & Advisory Services firm serving high net worth families, agricultural concerns, and foundations. They offer generational transition planning and wealth maximizing solutions for their clients. The firm has a dedicated team with diverse backgrounds in real estate investment and executive leadership.
- Feb 2024Series A$9.6M
#6
Series B · Westwood, Massachusetts · founded 1978 · 272 employees$10.5Mraised▾
Meketa Investment Group is a trusted partner for clients, providing advice, support, and execution that has a lasting impact on people's lives. With over 40 years of experience, Meketa brings valuable insights and data-driven investment solutions to navigate complex market conditions.
#7
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
#8
Seed · Richmond, Virginia · founded 2018 · 3 employees$300Kraised▾
Provider of financial planning software with scenario-planning capabilities. The software allows advisors to create interactive planning experiences for clients, enabling them to model various financial scenarios and explore different life choices. It offers tools for analyzing debt, investments, income, risk, spending, and liquidity. The platform facilitates deeper client engagement and better financial analysis, making complex financial information more accessible and understandable. It also includes features for team management and client onboarding. The software aims to improve the financial planning process for advisors and their clients, enhancing client education and participation.
- Nov 2024Seed$300K
#9
Acquired · Boston, Massachusetts · founded 1989 · 127 employees$48.8Mraised▾
Investment consulting firm
- Apr 2020PE$48.8M
- Apr 2020Conventional Debt—
#10
Series C · Lancaster, Pennsylvania · founded 2012$59.3Mraised▾
Investment consulting firm
- Jan 2017Series C$59.3M
- Jul 2011Series C$64.5M
#11
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
#12
Series C · St. Louis, Missouri · founded 2008 · 647 employees$36.3Mraised▾
Investment consulting firm
- Apr 2015Series C$36.3M
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.