Company lists
The Maryland edition · 2026

Investment industrycompanies in Maryland

Asset management, private equity, advisory, startups, hiring and more: the companies building investment industry in Maryland, with their founders, funding, team size and business models.

253 company profiles5 with recorded fundingNovember 2026 edition
Maryland · Photo: Wikimedia Commons (CC BY 4.0)

Recent investment industry business events in the United States

Funding, M&A, contract wins and launches involving 23,456 investment industry companies in the United States, last 24 months: 3481 M&A deals · 629 Contracts · 145 funding rounds · 140 launches. Newest first; companies and investors link to their Fliar profiles. Latest event in our news feed: Aug 2026.

M&AAcquisition · Announced

Bain capital acquires Gong cha

Global bubble tea chain Gong cha has been snapped up by US private equity firm Bain Capital in a deal reportedly worth more than $US635 million ($900m).

Bubble tea
M&AAcquisition · Announced

Ssw partners acquires Delivery hero

Delivery Hero reached a separate agreement with SSW Partners, a U.S. investment firm, which will acquire Delivery Hero businesses in 14 markets for about $1.6 billion

Online food-delivery
M&AAcquisition · Announced

Graf Global acquires Big3

Big3, the 3-on-3 basketball league founded by Ice Cube and Jeff Kwatinetz, has entered into an agreement with a special purpose acquisition company to take the organization public. The…

3-on-3 basketball league
ContractService

LG Group · client: Nvidia

Jensen Huang, CEO of NVIDIA, spent four days in Seoul and secured agreements with SK Telecom, Naver, Doosan, LG Group and Hyundai Motor. The partnerships cover memory supply, data centre…

Technology
ContractService

Naver · client: Nvidia

Jensen Huang, CEO of NVIDIA, spent four days in Seoul and secured agreements with SK Telecom, Naver, Doosan, LG Group and Hyundai Motor. The partnerships cover memory supply, data centre…

Technology
ContractService

Hyundai Motor · client: Nvidia

Jensen Huang, CEO of NVIDIA, spent four days in Seoul and secured agreements with SK Telecom, Naver, Doosan, LG Group and Hyundai Motor. The partnerships cover memory supply, data centre…

Technology
ContractService

Doosan · client: Nvidia

Jensen Huang, CEO of NVIDIA, spent four days in Seoul and secured agreements with SK Telecom, Naver, Doosan, LG Group and Hyundai Motor. The partnerships cover memory supply, data centre…

Technology
M&AAcquisition · Rumored

Blackstone acquires H&R Real Estate Investment Trust

Blackstone Inc. is in discussions with Canada's H&R Real Estate Investment Trust about a potential acquisition, according to people with knowledge of the matter.

FundingPrivate Equity

Crowe

Top 20 Firm Crowe will receive an investment from private equity giant KKR, making it among the largest accounting firms to take PE money.

Investors Kkr
Accounting
M&AAcquisition · Announced

Autodesk acquires Maintainx

Autodesk (NASDAQ:ADSK) executives said the company's recently announced acquisition of MaintainX is intended to extend its software strategy from design and construction into the…

Software
ContractTechnology

Chai Discovery · client: Pfizer

Pfizer announced a licensing agreement with Chai Discovery that gives it early access to the new Chai-3 AI platform, which could improve its ability to identify and design new drug…

Biopharmaceutical
M&AAcquisition · Completed

Brand Velocity Group acquires Rcx sports

Investment firm Brand Velocity Group has acquired RCX Sports, a youth sports platform, from Raine Partners.

Youth sports platform
M&AAcquisition · Completed

Pathstone acquires Mill Creek Capital Advisors

Family office and ultra-high-net-worth firm Pathstone has acquired Mill Creek Capital Advisors, a Philadelphia-area independent RIA with roughly $12 billion in assets and 450 client…

Independent RIA
M&AAcquisition · Completed

Peak Rock Capital acquires J.R. Dalziel Limited

An affiliate of Peak Rock Capital ("Peak Rock"), a leading private investment firm focused on the middle-market, announced today that it has completed the acquisition of J.R. Dalziel…

Food Manufacturing
M&AAcquisition · Completed

Peak Retirement Planning Inc. acquires Accenture

Peak Retirement Planning Inc. acquired a new stake in Accenture PLC (NYSE:ACN – Free Report) in the 4th quarter, HoldingsChannel.com reports. The firm acquired 7,322 shares of the…

Information technology services
M&AAcquisition · Completed

Frazier healthcare partners acquires Altruix

WindRose Health Investors, LLC completed the sale of Altruix to Frazier Healthcare Partners.

Pharmacy services
M&AAcquisition · Announced

Platinum equity acquires Horizon Organic and Wallaby brands

Los Angeles, CA—Platinum Equity announced the acquisition of Horizon Organic and Wallaby brands from Danone.

Dairy / Food and Beverage
M&AAcquisition · Announced

J.c. flowers acquires Monte paschi banque

J.C. Flowers has acquired the French banking arm of Monte Paschi Banque for an undisclosed sum, as reported by Detik Finance.

Banking
M&AAcquisition · Announced

Cora group acquires Finastra's U.S. Mid-Market banking business

CORA Group, a portfolio of Jonas Software, an operating group of Constellation Software (TSX: CSU), today announced that it has acquired Finastra's U.S. Mid-Market banking business,…

Financial Services Software
M&AAcquisition · Completed

Maxim partners acquires Stratum nutrition

Maxim Partners, a Chicago-based private equity firm, has acquired 100% of the shares previously owned by Novus Nutrition Brands.

Supplements, Foods, and Beverages Ingredients
ContractSupply

Arrow · client: Nvidia

Arrow has expanded its portfolio of business solutions for the data center by entering into a distribution agreement with NVIDIA to offer its high-speed NVIDIA Mellanox Networking…

Technology
M&AAcquisition · Completed

One rock capital partners acquires Innophos holdings

Innophos Holdings today announced the completion of its acquisition by an affiliate of One Rock Capital Partners, LLC, a private equity firm.

Specialty Materials
M&AAcquisition · Announced

Wellington management acquires Hartford funds

Boston financial giant Wellington Management is getting even bigger with a deal valued at an estimated $1.9 billion to buy longtime business partner Hartford Funds, in its first…

Financial
M&AAcquisition · Pending

Bain capital acquires Perpetual wealth management

Now Bain Capital, which had also earlier been looking at Perpetual Wealth Management, is in exclusive talks to buy the Perpetual unit. Sources say it is working hard on completing a deal.

Wealth management
M&AAcquisition · Announced

New mountain capital acquires Asset living

New Mountain Capital is set to acquire Asset Living, a prominent player in residential property management, in a transaction valued at over $2 billion.

Residential Property Management / Real Estate Services
M&AAcquisition · Completed

Toesca acquires Primus capital

After receiving the approval of the National Economic Prosecutor's Office in May, the financial holding company Toesca and TC Latin American Partners took control of Primus Capital, a…

Factoring
ContractService

Black legend capital · client: Garuda aerospace

The firm further assisted Garuda Aerospace in entering into a consulting agreement with California-based Black Legend Capital LLC for financial advisory, business development support,…

Financial advisory
M&AAcquisition · Announced

SLR acquires Anchor Environmental Consultants

UK-based sustainability-focused consulting firm SLR announced the acquisition of specialist marine and natural capital consultancy Anchor Environmental Consultants expanding its…

Marine and natural capital consultancy
M&AAcquisition · Announced

Tasmea acquires Maxim group

Tasmea is buying Victoria-based Maxim Group in a deal worth up to $254 million.

Electrical contractor

Investment industry companies in Maryland, by funding and team

Few investment industry companies in Maryland publish revenue, so this list compares what is on record instead: recorded equity funding, team size, revenue model, age and stage. The 50 companies below lead on recorded funding and team size among 253 active companies.

Showing 25 of 50

Commercial real estate investment and development firm creating value in communities

Real estate funds
US$23.10mSeries B · Nov 2023
142+17% 12 mo to Dec 2023LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
21 yr2005
0none in 3 months · last posted Jun 2026

Real estate fund focused on acquiring multiple properties

Real estate funds
US$15.00mSeries A · Dec 2014
60+56% vs previous recordLinkedIn · Jul 2026
Commission on transaction / Fee-for-service
18 yr2008
0none in 3 months · last posted Jun 2026

Real estate investment firm

Real estate funds
US$7.68mSeries A · Jul 2018
—Not available
Advertising / Commission on transaction
13 yr2013
—No postings tracked

Provider of networking, marketing and other services

Investment consultants
US$531kSeed · Mar 2014
2LinkedIn · Jul 2026
Fee-for-service
12 yr2014
—No postings tracked

Investment consulting firm

Investment consultants
US$460kSeed · Sep 2014
1LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
15 yr2011
0none in 3 months

PE firm focused on investing in micro finance institutions

Private equity funds
—None recorded
182LinkedIn · Oct 2026
Commission on transaction / Fee-for-service
15 yr2011
0none in 3 months · last posted Mar 2026

Real estate finance and advisory services firms

Real estate funds
—None recorded
1,499-9% 12 mo to Dec 2023LinkedIn · Oct 2026
Commission on transaction / Fee-for-service
89 yr1937
0none in 3 months · last posted Jun 2026

Real estate firm focused on value-added strategies

Real estate funds
—None recorded
338-14% 12 mo to Dec 2022recorded Dec 2022
Fee-for-service
68 yr1958
—No postings tracked

Middle market focused regional investment bank

Finance & accounting services
—None recorded
286+10% 12 mo to Dec 2022recorded Dec 2022
Fee-for-service
35 yr1991
0none in 3 months

Private foundation providing hostel facilities

Limited partners
—None recorded
214+0% vs previous recordLinkedIn · Jul 2026
Fee-for-service
92 yr1934
0none in 3 months · last posted Aug 2025

Human health-focused foundation fund

Limited partners
—None recorded
169+19% vs previous recordLinkedIn · Jul 2026
Fee-for-service
30 yr1996
0none in 3 months

Infrastructure fund focused on the energy sector

Infrastructure funds
—None recorded
344+22% 12 mo to Dec 2023LinkedIn · Oct 2026
Commission on transaction / Fee-for-service
45 yr1981
0none in 3 months · last posted Jan 2026

Fund of funds focused on real estate investments

Real estate funds
—None recorded
320+4% vs previous recordLinkedIn · Oct 2026
Commission on transaction / Fee-for-service
27 yr1999
0none in 3 months

Investment firm partnering with lower-middle market businesses for long-term growth

Private equity funds
—None recorded
79+32% 12 mo to Dec 2022LinkedIn · Oct 2026
Commission on transaction / Fee-for-service
13 yr2013
0none in 3 months · last posted Feb 2026

Private foundation focused on US Navy

Limited partners
—None recorded
127+9% vs previous recordLinkedIn · Jul 2026
Advertising / Donations
140 yr1886
0none in 3 months · last posted Jun 2026

Provider of real estate advisors services

Real estate funds
—None recorded
115-3% vs previous recordLinkedIn · Jul 2026
Fee-for-service
59 yr1967
0none in 3 months · last posted Nov 2025

Infrastructure fund focused on telecommunication investments

Infrastructure funds
—None recorded
13LinkedIn · Jul 2026
Physical commerce
59 yr1967
0none in 3 months

Private foundation focused on visual arts

Limited partners
—None recorded
116+7% 12 mo to Dec 2020LinkedIn · Jul 2026
Fee-for-service
47 yr1979
0none in 3 months · last posted Mar 2026

Venture capital fund and startup accelerator programs focused on seed and early stage companies

Accelerators & incubators
—None recorded
107+5% vs previous recordLinkedIn · Jul 2026
Fee-for-service
28 yr1998
0none in 3 months

Private equity firm focused on investing in the internet sector

Private equity funds
—None recorded
65+37% vs previous recordLinkedIn · Oct 2026
Fee-for-service
23 yr2003
0none in 3 months · last posted Feb 2026

Family office of James Clark

Single family offices
—None recorded
79-23% vs previous recordLinkedIn · Jul 2026
Commission on transaction / Fee-for-service
54 yr1972
—No postings tracked

Impact investing firm connecting people, planet, and action for positive change

Limited partners
—None recorded
71+28% vs previous recordLinkedIn · Jul 2026
Fee-for-service
16 yr2010
0none in 3 months

Real estate fund focused on opportunistic strategy

Real estate funds
—None recorded
67+22% vs previous recordLinkedIn · Jul 2026
Commission on transaction / Fee-for-service
22 yr2004
0none in 3 months

Startup incubator backed by the University of Maryland

Accelerators & incubators
—None recorded
80+17% vs previous recordLinkedIn · Oct 2026
Fee-for-service
14 yr2012
0none in 3 months

Provider of investment research services

Investment research services
—None recorded
250-7% 12 mo to Dec 2022LinkedIn · Jul 2026
Fee-for-service
54 yr1972
0none in 3 months · last posted Feb 2026
50 of 253 companies shown here · the full list is on Radar
Fliar Radar

Explore all 253 investment industry companies in Maryland on Radar

This page shows the top 50. Radar has the complete, filterable list with contacts and live company signals.

Open investment industry in Maryland on Radar
  • Every company, not just 50All 253 investment industry companies in Maryland, filterable by stage, funding, team size, revenue model and age.
  • Founders and decision-makersLeadership teams with roles and verified LinkedIn profiles, ready for outreach.
  • Live signalsFunding rounds, hiring, launches and M&A as they happen, with alerts on the companies you follow.
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Explore investment industry companies in Maryland by what you are looking for

Browse investment industry companies in Maryland for asset management, private equity, venture capital, and advisory services. Find Maryland investment industry companies by the investment focus you need.

5 ways to explore investment industry in Maryland

Asset management companiesPrivate equity & investment fundsInvestment advisory servicesInvestment industry startups in MarylandInvestment industry companies hiring in Maryland

Asset management companies

Firms managing investment portfolios and client assets.

  1. Beltway Capital Management

    Diversified investment management firm

    Asset management
    See in list
  2. Greenhouse Funds

    Provider of investment & portfolio management and financial planning & advisory services

    Investment consultants
  3. Gate One Group

    Provider of financial advisory services

    Investment consultants
  4. Asset Strategy Consultants

    Investment consulting firm

    Investment consultants
  5. Crusaders4Change

    Provider of financial wellness programs and personal financial counseling

    Investment consultants

Private equity & investment funds

Investment firms focused on private equity and fund investing.

  1. MCB Real Estate

    Commercial real estate investment and development firm creating value in communities

    Real estate funds
    See in list
  2. EB5 Capital

    Real estate fund focused on acquiring multiple properties

    Real estate funds
    See in list
  3. Vitas Group

    PE firm focused on investing in micro finance institutions

    Private equity funds
    See in list
  4. Walker & Dunlop

    Real estate finance and advisory services firms

    Real estate funds
    See in list
  5. The Time Group

    Real estate firm focused on value-added strategies

    Real estate funds
    See in list

Investment advisory services

Advisory firms supporting investment decisions and financial planning.

  1. Sentinel Capital Solutions

    Investment consulting firm

    Investment consultants
    See in list
  2. Smithinvestmentfund

    Provider of student-managed investment training and experience

    Investment consultants
    See in list
  3. Gate One Group

    Provider of financial advisory services

    Investment consultants
  4. Greenhouse Funds

    Provider of investment & portfolio management and financial planning & advisory services

    Investment consultants
  5. Afplans

    Provider of financial planning and retirement plan consulting services

    Investment consultants

Investment industry startups in Maryland

Recently founded investment industry companies in Maryland.

  1. Blue Ocean Acquisition

    Blank check firm focused on internet and media industry companies

    Special purpose acquisition companies
  2. Gate One Group

    Provider of financial advisory services

    Investment consultants
  3. Alset Capital Acquisition

    Blank check firm focused on tech-driven businesses in real estate

    Special purpose acquisition companies
  4. Vault Advisors

    Strategic and financial advisory service provider to healthcare, tech ,and real estate companies

    Investment banks
  5. Ascendant Alliance Partners

    Provider of strategic business guidance and operational support for entrepreneurs

    Accelerators & incubators
14 companies in Maryland

Investment industry companies hiring in Maryland

Investment industry employers in Maryland with hiring signals.

  1. MCB Real Estate

    Commercial real estate investment and development firm creating value in communities

    Real estate funds
    See in list
  2. EB5 Capital

    Real estate fund focused on acquiring multiple properties

    Real estate funds
    See in list
  3. Vitas Group

    PE firm focused on investing in micro finance institutions

    Private equity funds
    See in list
  4. Walker & Dunlop

    Real estate finance and advisory services firms

    Real estate funds
    See in list
  5. Hostelling International USA

    Private foundation providing hostel facilities

    Limited partners
    See in list
18 companies in Maryland
For investors and data teams

Put this intelligence into your own tools

The figures on this page come from Fliar’s company, funding, hiring and news data. Use it through the Investor Intelligence API and company data exports, or explore every company, founder and investor in Radar.

Capital & corporate activity

Investment industry funding and M&A across the United States

767 recorded equity rounds have gone to 23,456 investment industry companies in the United States — how much, at which stage, into which sub-sectors, from whom, and how Maryland compares. Debt, IPO and grant rounds are excluded.

equity rounds, last 12 months49

US$1.42bn

equity rounds, last 24 months166

US$2.20bn

raised over five yearsUS$4.55bn

352 rounds in the United States

M&A deals, the United States3481

last 24 months

Capital by year

Equity funding into investment industry in the United States

amount rounds
$581m201852
$1.0bn201936
$148m202024
$347m202137
$648m202247
$839m202338
$568m202474
$777m2025120
$1.4bn202636

Bars show US$ raised; the number under each year is equity rounds. 2026 is year to date. The peak year was 2019, with US$1.01bn across 36 rounds.

The funding ladder · five years

Rounds and typical cheque by stage

AngelUS$2.50m1 rounds · median US$2.50m
SeedUS$203.96m162 rounds · median US$961k
Series AUS$554.16m97 rounds · median US$4.92m
Series BUS$825.87m63 rounds · median US$13.03m
Series CUS$250.99m7 rounds · median US$35.00m
Series D+US$2.46bn10 rounds · median US$200.00m
Private equityUS$250.00m12 rounds · median US$250.00m
Where the money went · five years

Most-funded sub-sectors

Infrastructure fundsUS$2.42bn26 rounds · 18 companies
Real estate fundsUS$1.12bn170 rounds · 115 companies
Investment banksUS$416.96m32 rounds · 24 companies
Private equity fundsUS$210.50m29 rounds · 27 companies
Accelerators & incubatorsUS$104.86m13 rounds · 10 companies
Investment consultantsUS$44.61m22 rounds · 17 companies
Venture capital fundsUS$35.62m6 rounds · 6 companies
Corporate activity · last 24 months

M&A in the United States

3229Acquisition
148Merger
41Takeover

Most active acquirers

  1. Kkr128
  2. Blackstone126
  3. Bain capital95
  4. Tpg62
  5. Goldman sachs59

Most acquired or merged

  1. Na14
  2. Nvidia10
  3. Altus power8
  4. American healthcare reit7
  5. Goldman sachs7

Each deal appears in the events strip at the top of the page.

Go deeper in the investment industry landscape reports:

Investment Industry Landscape of the United States
Industry landscape report

Investment Industry Landscape of the United States

The financials above are one chapter. The full investment industry landscape of Maryland maps the whole industry — every segment, the capital behind it, the talent market and where the next opportunities are.

  • Market map of every sub-sector
  • Funding & company formation by year
  • Revenue, profit & financial strength
  • Digital footprint: traffic, apps, releases
  • Hiring, skills & pay
  • Founders & leaders
  • News & sentiment
  • Where demand runs ahead of supply
Read the investment industry landscape of Maryland

Investment industry funding in Maryland

5 investment industry companies in Maryland have recorded equity funding, US$46.77m in total. Totals and round dates describe the historical record; they are not current valuations.

Founders and momentum in Maryland

Meet the people behind investment industry companies in Maryland. 155 of 253 companies list founders or leaders; where a public LinkedIn profile matches exactly, the expanded profile shows the photo, headline, location and education.

Explore Maryland investment industry companies by sub-sector

The most common specialisations among investment industry companies in Maryland. Open a company to see what it sells, who runs it and how far it has come.

Keep exploring investment industry in the United States and nearby markets.

Explore more lists: nearby cities and other sectors in Maryland

127 more company lists you can search, plus the Radar directory pages for each place.

Investment industry in nearby cities

Investment industry in other US cities

Other sectors in Maryland

Browse the Radar directory

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