Investment Management companies
16 companies
Capital Group
Capital Group is an investment management firm serving millions of investors worldwide through tailored products and research-driven strategies.
NorthMark Strategies LLC
NorthMark Strategies is a leading investment firm combining capital, innovation, and engineering to drive long-term value, with a focus on high-performance comp…
Fidelity Workplace Investing LLC
Fidelity Investments is a leading financial services company providing investment management, retirement planning, brokerage services, and workplace benefits to…
BlackRock, Inc.
BlackRock is the world's largest asset manager, with $11+ trillion AUM, offering investment products, risk analytics, and the Aladdin technology platform to cli…
Cambridge Associates
Cambridge Associates is a global investment firm that builds custom portfolios for institutional investors, private clients, and family offices to help them ach…
001 Prudential Ins Co of America
Prudential Financial is a global financial services leader helping individuals and institutions improve their financial wellness through life insurance, retirem…
JPMorgan Chase & Co.
JPMorgan Chase & Co. is a global financial services firm with $3.2 trillion in assets, operating across 100+ markets in banking, investment, asset management, a…
Dimensional Fund Advisors LP
Dimensional is a global investment firm founded in 1981 that applies academic research and financial science to practical investing, managing $944 billion with…
InvestCloudOct2024
InvestCloud builds digital wealth management platforms supporting $6T+ in assets for 550+ clients including banks, RIAs, and asset managers across global market…
JLL
JLL is a Fortune 500 global commercial real estate services and investment management company with over 200 years of experience, operating in 80 countries with…
Corient Services LLC
CI Financial is a global wealth and asset management firm founded in 1965, managing over $550B in assets for individuals and institutions across Canada, the US,…
Brand New Day
Brand New Day is a Dutch digital bank founded in 2009, offering pension savings, investment accounts, and savings products, with over €8 billion in assets under…
Social Discovery Ventures
Social Discovery Ventures is a global investment firm founded in 2014 that uses a data-driven approach to manage funds across venture capital, private equity, p…
Compound Planning, Inc.
Compound Planning is a Y Combinator-backed digital family office managing $4B+ in assets, combining human advisors with a proprietary platform for wealth, tax,…
8VC
8VC is a venture capital firm managing over $6 billion in assets, investing in early-stage tech companies across healthcare, defense, AI, and enterprise softwar…
Morningstar, Inc.
Morningstar provides independent investment research, financial data, and portfolio tools to individual investors, financial advisors, and institutions worldwid…