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Radar · Investment Industry in Wayne

Best Investment Industry Companies in Wayne, United States

The 32 best Investment Industry companies in Wayne, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Hartford Funds.

32companies tracked
$106.7Mdisclosed funding
0unicorns
2have raised

Ranked: Best Investment Industry companies in Wayne

#CompanyDisclosed fundingLast roundStageFounderFoundedTech stackRecent signals
1Hartford Funds
Provider of mutual funds, exchange-traded funds, and college savings plans
$107M156 mo agoSeries C—1996Cart FunctionalityAdobe Experience ManagerSalesforce+20—
2Bluestone Capital Management
Boutique asset manager providing differentiated alpha through adaptive, quantitative, and fundamental…
$20K58 mo agoFunding RaisedLee Calfo
Co-Founder
2010——
3Almanack Investment Partners
Provider of wealth management and financial advisory services
——UnfundedKevin Harper
Co-Founder & CIO
2015——
4Argosy Capital
Private equity firm focused on multiple sectors
——UnfundedChristopher Kim
Co-Founder & Managing Partner
1990——
5Argosy Healthcare Partners
Strategic healthcare investment firm
——UnfundedSarah Roth
CEO
2021——
6Argosy Private Equity
Argosy Private Equity is a lower middle market private equity firm, which invests in manufacturing and…
————1990——
7Argosy Real Estate Partners
Real estate fund focused on multiple strategies
——UnfundedJohn Kirwin
Founding Partner & Executive Chairman
2018——
8Berger Investments
Real estate fund focused on investing across multifamily properties
——UnfundedSteve Berger
Founder
1972——

Top 2 Investment Industry companies in Wayne

#1
Funding Raised · Wayne, Pennsylvania · founded 2010
$20Kraised
▾

Boutique asset manager providing differentiated alpha through adaptive, quantitative, and fundamental strategies. The firm focuses on delivering superior risk-adjusted performance over a full market cycle. It employs a hybrid approach blending top-down analysis with bottom-up views under an integrated framework to build adaptive portfolios. The company combines quantitative analysis with fundamental insights and rigorous risk management. It offers various investment strategies, including alternative investments, income strategies, and sub-advisory services to ETFs. The firm aims to improve risk-adjusted returns through data-driven decision-making, tactical asset allocation, and a deep understanding of behavioral finance. The company provides opportunistic strategies in real estate, infrastructure, private equity, debt, and other alternative asset classes.

Funding rounds
  • Jan 2022Grant (prize money)$20K
Founders & team
Lee CalfoCo-FounderBrian ShevlandCo-Founder & CEO
Investors
United States Department of Agriculture
Tech stack
Google MapsApache Http ServerCloudflareJquery CdnJqueryCdnjs
#2
Series C · Wayne, Pennsylvania · founded 1996 · 409 employees
$106.7Mraised
▾

Provider of mutual funds, exchange-traded funds, and college savings plans. It offers various investment resources, including model-delivery separately managed accounts and systematic exchange-traded funds. The company provides insights on market perspectives, equity, fixed income, and global macro analysis. It also offers resources on practice management, client conversations, and advisor support.

LinkedIn Pulse recent public activity · Jul 2026
Audience: 14k LinkedIn followers — 21.0% of this cohort's audience
Funding rounds
  • Oct 2013Series C$106.7M
Tech stack
Adobe Audience ManagerAdobe Experience ManagerAmazon Cloudwatch RumApache Http ServerBootstrapCart Functionality

Funding & investor landscape

$106.7Mtotal disclosed funding
2companies funded
2disclosed rounds
0rounds last 90 days
Most active investors
Hauser Private Equity2 rounds
United States Department of Agriculture1 rounds
Prism market signals · United States · country-scoped Prism corpus, 15,864,826 docs

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

How many Investment Industry companies are there in Wayne, United States?
Radar tracks 32 indexable Investment Industry companies headquartered in Wayne, United States that meet our profile-completeness bar.
What is the total funding raised by Investment Industry companies in Wayne, United States?
The Investment Industry companies in Wayne, United States on this list have raised a combined $106.7M in disclosed equity funding across 2 funded companies.
Which is the highest-funded Investment Industry company in Wayne, United States?
Hartford Funds is the highest-funded Investment Industry company in Wayne, United States, with $106.7M in disclosed equity funding.
How many Investment Industry companies in Wayne, United States are funded?
2 of the 32 Investment Industry companies in Wayne, United States on this list have disclosed at least one equity funding round.
How many Investment Industry unicorns are there in Wayne, United States?
None of the Investment Industry companies in Wayne, United States on this list currently has a disclosed valuation of $1B or more.
Who are the top investors in Wayne, United States Investment Industry companies?
The most active investors in Wayne, United States Investment Industry companies on this list include Hauser Private Equity, United States Department of Agriculture.
Rohit KhannaTrends & Stories

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.

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