Today we’re covering the top 25 Asset Management Companies. This is going to be really exciting and I’ve spent a ton of time researching these interesting startups in Asset Management. Let’s get right into it!
Criteria for selection:
- The startup should be privately held
- Has raised at least $10 million in funding
- We haven’t including the IPO’d startups and companies as they’re already well-known to most people in the biotechnology sector. This list of 25 companies covers the most funded ones since their found dates.
Top Asset Management Companies With >$10 Million Funding
Let’s get right down to the list and begin with the list of the top startups in the Asset Management sector. In the below list, we’ve covered the major information about the company’s operations, headquarters, funding amounts and some of the active investors. The investors listed here are the ones I found during my process of researching the company. So there’s a high possibility that there are more investors than the ones in the list.
1. Cetera Financial Group – Total Raised $927.9 million
Official Website: www.cetera.com
Cetera Financial Group is a Private Equity-Backed Asset Management company founded in 2010. Cetera Financial Group is a provider of wealth management support services and brokerage to financial advisors, financial institutions and tax and accounting professionals. The company’s services intend to provide comprehensive, innovative and competitive advisory programs offering personalized marketing communications to the network of independently managed firms without compromising the freedom of individual choice. It was founded in 2010 and is headquartered in El Segundo, California.
Active Investors:
- Genstar Capital(www.gencap.com)
Competitors:
Raymond James Financial, LPL Financial, TD Ameritrade Institutional, Stifel Financial, BlackRock, Luxembourg Financial Group, Russell Investments Group, Westwood Holdings Group, Scottrade Financial Services, The Vanguard Group, Allianz Global Investors, Charles Schwab & Co., OppenheimerFunds, Janus Capital Group, Wellington Management
2. Aeolus Capital Management – Total Raised $650 million
Official Website: www.aeolus.com
Aeolus Capital Management is a Private Equity-Backed Asset Management company founded in 2011. Provider of asset and capital management and reinsurance services. The company manages capital on behalf of investors seeking superior risk-adjusted returns and diversification benefits.
Active Investors:
- Allied World(www.awac.com)
- Elliott Management(www.elliottmgmt.com)
- Wand Partners(www.wandpartners.com)
Competitors: No competitors found
3. Zijing Tongcai – Total Raised $538 million
Official Website: www.zjtcsm.com
Zijing Tongcai is a Venture Capital-Backed Asset Management company founded in 2014. Provider of comprehensive financial services. The company provides financial services such as equity, debt and mezzanine investment management, providing business enterprises with various financial services.
Active Investors:
- Atlas Venture(www.atlasventure.com)
- Idinvest Partners(www.idinvest.com)
- Tiger Global Management(www.tigerglobal.com)
Competitors: No competitors found
4. CleanCapital – Total Raised $411.42 million
Official Website: www.cleancapital.com
CleanCapital is a Private Equity-Backed Asset Management company founded in 2015. Developer of a financial investment platform designed to assist clients with investment in renewable energy projects. The company’s platform identifies, screens and manages clean energy projects helping institutional investors, family offices and funds to invest in secure and diversified clean energy projects and simultaneously offer sponsors a way to exit clean energy assets, enabling investors to invest directly in managed energy projects.
Active Investors:
- BlackRock(www.blackrock.com)
- SeedInvest(www.seedinvest.com)
- Urban Future Lab(www.ufl.nyc)
Competitors:
Wunder Capital, Greenbacker Renewable Energy Company, The Sun Exchange, Mosaic (Other Financial Services), Generate (Specialized Finance)
5. Cross Ocean Partners – Total Raised $373.12 million
Official Website: www.crossoceanpartners.com
Cross Ocean Partners is a Private Equity-Backed Asset Management company founded in 2015. Operator of a credit-focused asset management platform investing globally in stressed, distressed and structured credit investment opportunities. The company focuses on credit investment opportunities in a broad range of asset classes, including corporate loans and bonds, hard assets, commercial real estate, liquidations, and structured credit and seeks to underpin its investment approach with investor relations, finance, operations, risk and governance platform.
Active Investors:
- Stone Point Capital(www.stonepoint.com)
Competitors: No competitors found
6. Digital Colony – Total Raised $283.5 million
Official Website: www.digitalcolony.com
Digital Colony is a Private Equity-Backed Asset Management company founded in 2017. Provider of digital infrastructure investment management services based in Boca Raton, Florida. The company invests in the mobile and internet infrastructure landscape worldwide, including macro cell towers, data centers, small cell networks, and fiber networks.
Active Investors:
- Colony Capital(www.clny.com)
- Wafra(www.wafra.com)
Competitors:
Digital Bridge Holdings
7. Abberton Capital – Total Raised $250 million
Official Website: www.abbertoncapital.com
Abberton Capital is a Private Equity-Backed Asset Management company founded in 2014. Provider of alternative investment management services. The company specializes in pursuing European-focused fundamental equity strategies with a particular emphasis on situations where strong catalysts exist, offering investors exposure to these strategies on both a long, short and a long-only basis.
Active Investors:
- Reservoir Capital Group(www.reservoircap.com)
Competitors: No competitors found
8. Foncière Siscare – Total Raised $224.12 million
Official Website: www.foncieresiscare.com
Foncière Siscare is a Private Equity-Backed Asset Management company founded in 2017. Operator of a property management firm with interests in dependency care and childcare home facilities. The company offers high-quality property on rental basis through its portfolio of 58 properties in France and 3 in Belgium as well as provides property management services.
Active Investors:
- BNP Paribas(www.group.bnpparibas)
- Caisse d’Epargne(www.caisse-epargne.fr)
- Primonial REIM(www.primonialreim.com)
- Sabadell Venture Capital(www.sabadellventurecapital.com)
- SIS Swiss Financial Services Group(www.sisclear.com)
Competitors: No competitors found
9. MoneyFarm – Total Raised $147.41 million
Official Website: www.moneyfarm.com
MoneyFarm is a Venture Capital-Backed Asset Management company founded in 2011. Operator an online wealth management platform intended to grow and protect wealth inexpensively with transparency. The company’s platform is used for creating investment portfolios based on investment targets and measure risk taking capacities, managed portfolios, enabling customers to monitor and recommend balancing of investments.
Active Investors:
- Allianz Global Investors(www.allianzgi.com)
- Allianz X(www.allianzx.com)
- Annapurna Ventures(www.annapurnaventures.com)
- Cabot Square Capital(www.cabotsquare.com)
- Fondazione di Sardegna(www.fondazionedisardegna.it)
- Poste Italiane(www.posteitaliane.it)
- Route 66 Ventures(www.route66ventures.com)
- The Net Value(www.thenetvalue.com)
- United Ventures(www.unitedventures.it)
Competitors:
Nutmeg, Wealthify, Yomoni, Scalable Capital, SigFig, LIQID Investments, Personal Capital, an Empower Company, AdvisorEngine, MarieQuantier, Riskalyze, Ginmon, FutureAdvisor, Bambu, Aspiration, AutoWealth, Raisin, Motif (Financial Software), Money Dashboard, PIEtech, PayActiv, Harvest Savings & Wealth Technologies, Wealthfront, Acorns, WeInvest, Financial Engines, solarisBank, DoubleLine, eMoney Advisor, Pritle, FeeX, Betterment, Advizr, Aixigo, HelloWallet, Oltis Software, Faster Asset Solutions, Moneybox, Cherwell Software, Xignite, Cashboard
10. Atria Wealth Solutions – Total Raised $126.1 million
Official Website: www.atriawealth.com
Atria Wealth Solutions is a Private Equity-Backed Asset Management company founded in 2017. Operator of a wealth management holding company focused on delivering a clear path to the future of financial advice for advisors and their clients. The company empowers financial institutions and independent advisors with a sophisticated set of tools, services, and capabilities that drive growth and enable them to prosper in a digitally connected and constantly evolving financial environment.
Active Investors:
- Lee Equity Partners(www.leeequity.com)
Competitors: No competitors found
11. Logos Property Group – Total Raised $120 million
Official Website: www.logosproperty.com
Logos Property Group is a Private Equity-Backed Asset Management company founded in 2010. Provider of real estate logistics services. The company specializes in logistics real estate and development and investment management services.
Active Investors:
- ARA Asset Management(www.ara-group.com)
- Canada Pension Plan Investment Board(www.cppinvestments.com)
- Ivanhoé Cambridge(www.ivanhoecambridge.com)
- Warburg Pincus(www.warburgpincus.com)
Competitors: No competitors found
12. Wunder Capital – Total Raised $116.45 million
Official Website: www.wundercapital.com
Wunder Capital is a Venture Capital-Backed Asset Management company founded in 2013. Developer and manager of solar investment funds designed to connect individual, institutional and corporate investors with solar projects. The company’s funds source solar projects from its growing national network of installer patterns and uses its proprietary software for performing rigorous diligence on every project, enabling accredited investors to build a solar portfolio and get the returns that were previously accessible only to large companies and investors.
Active Investors:
- Blackhorn Ventures(www.blackhornvc.com)
- Cyrus Capital Partners(www.cyruscapital.com)
- Farmore Capital Group(www.farmorecapitalgroup.com)
- Fenway Summer Ventures(www.fenwaysummer.com)
- FinTech Collective(www.fintech.io)
- Fundamental Advisors(www.fundamental.com)
- LaunchCapital(www.launchcapital.com)
- Right Side Capital Management(www.rightsidecapital.com)
- Royal Street Ventures(www.royalstreet.vc)
- Service Provider Capital(www.serviceprovidercapital.com)
- Techstars(www.techstars.com)
Competitors:
Mosaic (Other Financial Services), SunFunder, Nithio, The Sun Exchange
13. Zhengqi Financial – Total Raised $113.02 million
Official Website: www.zqfinancial.com
Zhengqi Financial is a Venture Capital-Backed Asset Management company founded in 2012. Provider of financial service in China. The company is mainly engaged in providing financial services to small and medium enterprises and engaging in innovative financial business, such as, equity investment, debt investment, project investment, asset management, corporate mergers and acquisitions, investment management and consulting.
Active Investors:
- Cinda Fund(www.cindafund.com/cn)
- Xiamen ITG Group Corporation(www.itg.com.cn)
Competitors: No competitors found
14. Farmstead Capital Management – Total Raised $100 million
Official Website: www.farmsteadcapital.com
Farmstead Capital Management is a Private Equity-Backed Asset Management company founded in 2013. Provider of opportunistic investment services. The company operates as a value-orientated credit manager which invests in corporate capital structures of leveraged or financially distressed companies on a long and short basis.
Active Investors:
- RIT Capital Partners(www.ritcap.com)
Competitors: No competitors found
15. Neo Capital – Total Raised $57.8 million
Official Website: www.xiaoniu66.com
Neo Capital is a Venture Capital-Backed Asset Management company founded in 2013. Provider of loan and wealth management services. The company mainly provides integrated wealth management and lending services to users through its online financial platform, effectively improving lending safety and wealth management efficiency.
Active Investors:
No active investors
Competitors: No competitors found
16. Pipe (Asset Management) – Total Raised $50 million
Official Website: www.pipe.com
Pipe (Asset Management) is a Venture Capital-Backed Asset Management company founded in 2019. Provider of financial services intended to help cloud service companies to grow efficiently by providing non-dilutive funding. The company’s services integrate with a billing stack to qualify and underwrite businesses with recurring revenues to unlock their deferred cash flows, enabling companies to be provided with funds to fuel growth without giving up ownership or taking on debt.
Active Investors:
- Alexis Ohanian(alexisohanian.com)
- Anthemis(www.anthemis.com)
- Chapter One Ventures(www.chapterone.com)
- Craft Ventures(www.craftventures.com)
- Cross Culture Ventures(www.crossculturevc.com)
- Fika Ventures(www.fika.vc)
- Fin Venture Capital(www.finvc.co)
- Ground Up Ventures(www.groundup.vc)
- HubSpot(www.hubspot.com)
- Liquid 2 Ventures(www.liquid2.vc)
- MaC Venture Capital(www.macventurecapital.com)
Competitors: No competitors found
17. LIQID Investments – Total Raised $48.04 million
Official Website: www.liqid.de
LIQID Investments is a Venture Capital-Backed Asset Management company founded in 2015. LIQID Investments is a provider of digital asset management services intended for affluent private clients. The company provides discretionary wealth management services as well as exclusive access to the world’s leading private equity, real estate and venture capital funds by combining investment expertise with technology, enabling affluent clients with professional investment solutions for a fraction of the traditional cost and minimum investment requirements.
Active Investors:
- Berliner Volksbank Ventures(www.volksbank-ventures.berlin/en)
- Dieter von Holtzbrinck Ventures(www.dvhventures.de)
- Harald Quandt Holding(haraldquandt.de)
- HQ Trust(www.hqtrust.de)
- Michael Grabner Media(www.michaelgrabner.com)
- Project A(www.project-a.com)
- Toscafund Asset Management(www.toscafund.com)
Competitors:
Jemstep, Advisor Software, Personal Capital, an Empower Company, Wealthfront, Guidant Wealth Advisors, Harvest Savings & Wealth Technologies, Invessence, Oltis Software, WeInvest, SigFig, Meixin Global, NestEgg Wealth, AdvisorEngine, InvestEdge, Addepar, Aspiration, Bambu, Riskalyze, SEI Archway, FutureAdvisor, Motif (Financial Software), Financial Software Systems, Fundrise, eMoney Advisor, Allvue Systems, Financial Engines, Advizr, Advicent Solutions, Betterment, HelloWallet, Financial Guard, Asset Vantage Systems, RetireUp
18. Seraph Aviation Group – Total Raised $45 million
Official Website: www.seraph.aero
Seraph Aviation Group is a Private Equity-Backed Asset Management company founded in 2012. Provider of aviation asset management and investment services based in Dublin, Ireland. The company offers a unique blend of aircraft management services and capital markets expertise such as aircraft and lease management for customers in the airline, manufacturing, and finance sectors as well as provides structuring and managing bespoke investment opportunities for dedicated pools of capital through its proprietary technology.
Active Investors:
- Almada Group(www.almadainvestments.com)
- ECN Capital(www.ecncapitalcorp.com)
- Medalist Partners (New York)(www.medalistpartners.com)
Competitors: No competitors found
19. Praetura Asset Finance – Total Raised $44.68 million
Official Website: www.praeturaaf.com
Praetura Asset Finance is a Private Equity-Backed Asset Management company founded in 2013. Provider of asset finance management services. The company offers financial services to various brokers, solicitors and business owners.
Active Investors:
- British Business Bank(www.british-business-bank.co.uk)
- Praetura Ventures(www.praeturaventures.com)
Competitors: No competitors found
20. Wahed – Total Raised $40 million
Official Website: www.wahedinvest.com
Wahed is a Venture Capital-Backed Asset Management company founded in 2017. Developer of an ethics-driven investment platform intended to offer Muslims access to Islamic portfolio management. The company’s platform uses real-time software that is fully automated and uses customized financial optimization algorithms to offer services to millions of Muslims who do not wish to deposit their money with traditional banks, enabling them to feel confident that their investments are ethically sound.
Active Investors:
- BECO Capital(www.becocapital.com)
- Cue Ball(www.cueball.com)
- Dubai Cultiv8 Investments(www.dubaicultiv8.com)
- Wa’ed Ventures(www.waed.net)
Competitors:
Hedgeable, StashAway, Sarwa, Wealthsimple, Ginmon, Ellevest, AutoWealth, Betterment, Bambu, Robinhood, Personal Capital, an Empower Company, Wealthfront
21. Manqian – Total Raised $37.64 million
Official Website: www.manqian.cn
Manqian is a Venture Capital-Backed Asset Management company founded in 2013. Operator of a financial management education platform in China. The company’s platform hosts experienced brokers who provide information, data, market research, and other educational content to financial professionals, business elites, investors and other audiences who are interested in high quality financial information. The company’s platform integrates asset management, wealth management and financial technology to serve high net worth clients and financial professionals around the world.
Active Investors:
- Fusheng Group(www.fushenggroup.com.cn)
- Sundiro Holding Company(www.sundiro.com)
- YOUNGY GROUP(www.youngy.com.cn)
Competitors: No competitors found
22. Hwas Assets – Total Raised $35.43 million
Official Website: www.hwasbank.com
Hwas Assets is a Venture Capital-Backed Asset Management company founded in 2013. Provider of wealth management services. The company offers fixed income, equity and foreign investment advisory services to high-net worth individuals, enabling clients to achieve their financial objectives.
Active Investors:
- Affirma Capital(affirmacapital.com)
- Bohai Trust(www.bohaitrust.com)
- China Soft Capital(www.chinasoftcapital.com)
- Gobi Ventures(www.gobivc.com)
- Peking Star Fund(www.pekingstarfund.com)
- Shanghai Greencourt Investment Group(www.greencourtinvestment.com)
- Small Village Capital(www.sv-fa.com)
- Sparkle Roll Group(www.hk970.com)
- Zheshang Venture Capital(www.zsvc.com.cn)
- Zhongjin Online(www.cnfol.com)
Competitors: No competitors found
23. Netwealth – Total Raised $35.25 million
Official Website: www.netwealth.com
Netwealth is a Angel-Backed Asset Management company founded in 2015. Provider of wealth management services intended to combine quality elements of a superior discretionary service with the benefits of a technology-enhanced approach. The company mainly focuses on offering high-quality and fully-managed portfolios as well as retirement planning services, enabling clients to get a comprehensive offering at a lower cost and meet their financial goals.
Active Investors:
- Alan Parker(alanparker.com)
- LSG Holdings(www.lsgholdings.com)
Competitors:
HUB24
24. Fair Oaks Capital – Total Raised $32.3 million
Official Website: www.fairoakscap.com
Fair Oaks Capital is a Private Equity-Backed Asset Management company founded in 2013. Operator of a financial advisory firm focused on global credit markets. The company seeks to generate risk-adjusted returns in corporate credit markets by capitalizing on the firm’s fundamental resources and expertise across traditional and complex credit products.
Active Investors:
- Altpoint Capital(www.altpointcapital.com)
- Blackstone Credit(www.gsocap.com)
- Coller Capital(www.collercapital.com)
- Kudu Investment Management(www.kuduinvestment.com)
Competitors: No competitors found
25. Moonfare – Total Raised $28 million
Official Website: www.moonfare.com
Moonfare is a Venture Capital-Backed Asset Management company founded in 2016. Developer of an investment marketplace designed to ease private market investing for wealthy individuals. The company’s platform offers access to investment
opportunities, reporting on an entire portfolio and aggregates individual demand through a feeder fund structure that invests directly into the underlying target fund, enabling individual investors to access private market investment instruments with lower barriers to entry.
Active Investors:
- Fidelity International Strategic Ventures(www.fisv.com)
- German Accelerator(www.germanaccelerator.com)
- Lamivoie Capital Partners(www.lamivoie.com)
- Peter Klose(kloselaw.com)
Competitors: No competitors found
