Best Investment Industry Companies in Richmond, United States
The 52 best Investment Industry companies in Richmond, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Cary Street Partners.
Ranked: Best Investment Industry companies in Richmond
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Cary Street Partners Provider of investment, estate planning, and financial advisory services | $5M | 6 mo ago | Series A | Michael Ginty Managing Director & Financial Advisor | 2002 | WordPressMySQLPHP+30 | 2 awards |
| 2 | Plantechhub Provider of financial planning software with scenario-planning capabilities | $300K | 20 mo ago | Seed | — | 2018 | — | — |
| 3 | 37th Parallel Properties Real estate focused investment management firm | $200K | 95 mo ago | Funding Raised | Chad Doty Co-Founder & CEO | 2008 | — | — |
| 4 | 4848 Partners M&A advisory, private equity, and consulting services for middle-market businesses | — | — | Unfunded | Bobby Morris Managing Partner | 2017 | — | — |
| 5 | 80amps Sector agnostic startup accelerator | — | — | Unfunded | Eric Martin Founding Partner | 2012 | — | — |
| 6 | allegiancy Allegiancy is changing the business of asset management for commercial real estate owners and investors. | — | — | Private | — | 2006 | — | — |
| 7 | BB&T Capital Markets Financial services firm providing banking, investment, and corporate solutions | — | — | Unfunded | Quintin Keys CEO | 1999 | — | — |
| 8 | Blue Heron Capital Private equity firm focused on healthcare and tech-enabled companies | — | — | Unfunded | Tom Benedetti Co-Founder & Managing Partner | 2006 | — | 1 partnership · 1 award |
Top 3 Investment Industry companies in Richmond
#1
Series A · Richmond, Virginia · founded 2002 · 111 employees$4.8Mraised▾
Provider of investment, estate planning, and financial advisory services
- Dec 2025Series A$1.3M
- Oct 2025Series A$1.2M
- Sep 2025Series A$5.2M
- Jun 2024Seed$931.1K
#2
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
#3
Funding Raised · Richmond, Virginia · founded 2008 · 23 employees$200Kraised▾
Real estate focused investment management firm
- Aug 2018Conventional Debt$200K
Funding & investor landscape
Market landscape — 10 sub-themes by coverage
Share of Investment Industry 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.