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UndisclosedUndisclosed2 - 9Dallas, TX
Services provided
35% Funding & Investment35% Commercial Financing30% Financial Advising & PlanningOrox Capital Management, LLC is a Commercial Financing company. They are headquartered in Dallas, Texas, and their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
35% Funding & Investment35% Financial Advising & Planning30% Business Valuation ServicesHeadquartered in New York, New York, Longwave Financial, LLC is a small Financial Advising & Planning company. Their services include Financial Advising & Planning and Funding & Investment.
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UndisclosedUndisclosed2 - 9Calgary, Canada
Services provided
35% Funding & Investment35% Financial Advising & Planning30% Commercial FinancingPillar Capital Corp. Is a Financial Advising & Planning company. Founded in 2014, the team specializes in Financial Advising & Planning and Funding & Investment.
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UndisclosedUndisclosed2 - 9Port Coquitlam, Canada
Services provided
35% Funding & Investment35% Accounting30% Fractional CFO ServicesEstablished in 2019, CFO Inbox is a small Accounting company based in Port Coquitlam, Canada and Vernon, Canada. Their team focuses on Accounting and Funding & Investment.
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UndisclosedUndisclosed2 - 9Markham, Canada
Services provided
35% Funding & Investment35% Accounting30% Insurance Services & BrokersBased in Markham, Canada, HPAN Group Corp. Is an Accounting company. The team focuses on Accounting and Funding & Investment.
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UndisclosedUndisclosed2 - 9Toronto, Canada
Services provided
35% Funding & Investment35% Financial Advising & Planning15% Back Office Outsourcing +1 service15% Call Center ServicesSCORE Statistical Consulting Inc. Is a Toronto, Canada-based Financial Advising & Planning company. Their services include Financial Advising & Planning and Funding & Investment.
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UndisclosedUndisclosed2 - 9Calgary, Canada
Services provided
35% Funding & Investment35% Accounting30% Financial Advising & PlanningALL-PRO Business & Bookkeeping Corp., an Accounting company, was established in 2006. The small team provides Accounting and Funding & Investment.
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UndisclosedUndisclosed10 - 49Hamburg, Germany
Services provided
30% Funding & Investment40% Blockchain30% Commercial FinancingCoinIX, a Blockchain company, was launched in 2017. The company specializes in Blockchain and Commercial Financing, and is small.
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UndisclosedUndisclosed10 - 49Whitefish, MT
Services provided
30% Funding & Investment40% Financial Advising & Planning30% Commercial FinancingStack Financial Management is a Financial Advising & Planning company. Headquartered in Whitefish, Montana, the team specializes in Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
30% Funding & Investment40% Financial Advising & Planning30% Commercial FinancingFinancial Advising & Planning company Raycliff Capital is located in New York, New York. The team specializes in Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
30% Funding & Investment30% Commercial Financing10% Business Consulting +3 services10% Commercial Development10% Commercial Property Management10% Financial Advising & PlanningLocated in New York, New York, Corigin is a small Commercial Financing company. The team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
30% Funding & Investment30% Commercial Financing20% Financial Advising & Planning +2 services10% Business Consulting10% Financial ConsultingCentral Park Group is a Commercial Financing company. The company is headquartered in New York, New York. Their team provides Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Montpelier, VT
Services provided
30% Funding & Investment40% Financial Advising & Planning30% Commercial FinancingMaple Capital Partners is a Montpelier, Vermont-based Financial Advising & Planning company. They focus on Financial Advising & Planning and Commercial Financing and were founded in 2004.
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UndisclosedUndisclosed10 - 49Columbus, OH
Services provided
30% Funding & Investment40% Insurance Services & Brokers30% Commercial FinancingCREC is an Insurance Services & Brokers company launched in 2001. The firm provides Insurance Services & Brokers and Commercial Financing, and is small.
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UndisclosedUndisclosed10 - 49Beachwood, OH
Services provided
30% Funding & Investment40% Financial Advising & Planning30% Commercial FinancingMCM Capital Partners, a small Financial Advising & Planning company, is based in Beachwood, Ohio. The team offers Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Columbus, OH
Services provided
30% Funding & Investment30% Commercial Financing20% Financial Advising & Planning +2 services10% Business Consulting10% Financial ConsultingFootprint Capital, a Commercial Financing company, was launched in 2022. Based in Columbus, Ohio, the team specializes in Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Oklahoma City, OK
Services provided
30% Funding & Investment40% Financial Advising & Planning30% Commercial FinancingInfinity Capital Partners is a Financial Advising & Planning company founded in 2016. The company provides Financial Advising & Planning and Commercial Financing, and is small.
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UndisclosedUndisclosed10 - 49Portland, OR
Services provided
30% Funding & Investment40% Financial Advising & Planning30% Commercial FinancingMeriwether Group Capital, a Financial Advising & Planning company, was established in 2022. In Portland, Oregon, the team offers Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Portland, OR
Services provided
30% Funding & Investment30% Commercial Financing30% Financial Consulting +1 service10% Business ConsultingCommercial Financing company Paine Pacific, LLC was founded in 1998. The firm focuses on Commercial Financing and Funding & Investment, and is small.
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UndisclosedUndisclosed10 - 49Jacksonville, OR
Services provided
30% Funding & Investment40% Financial Advising & Planning30% Commercial FinancingHeadquartered in Jacksonville, Oregon and Seattle, Washington, Cutler Investment Group is a Financial Advising & Planning company. They provide Financial Advising & Planning and Commercial
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UndisclosedUndisclosed10 - 49Philadelphia, PA
Services provided
30% Funding & Investment30% Commercial Financing20% Commercial Property Management +2 services10% Business Consulting10% Financial ConsultingLEM Capital is a small Commercial Financing company in Philadelphia, Pennsylvania. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Norristown, PA
Services provided
30% Funding & Investment30% Commercial Financing20% Financial Advising & Planning +1 service20% Insurance Services & BrokersEstablished in 1967, Valley Forge Financial Group is a small Commercial Financing company. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Conshohocken, PA
Services provided
30% Funding & Investment40% Financial Advising & Planning30% Commercial FinancingLocated in Conshohocken, Pennsylvania, AUA Capital Management is a Financial Advising & Planning company. They offer Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49
Services provided
30% Funding & Investment40% Financial Advising & Planning30% Commercial FinancingMiller Investment Management, LP is a Financial Advising & Planning company. They were launched in 1998 and specialize in Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Philadelphia, PA
Services provided
30% Funding & Investment40% Financial Advising & Planning30% Commercial FinancingFinancial Advising & Planning company Penn Capital Management Company, LLC. Was established in 1987. The team focuses on Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Berwyn, PA
Services provided
30% Funding & Investment40% Financial Advising & Planning30% Commercial FinancingPPR Capital Management is a Financial Advising & Planning company. The team focuses on Financial Advising & Planning and Commercial Financing and is headquartered in Berwyn, Pennsylvania.
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UndisclosedUndisclosed10 - 49Nashville, TN
Services provided
30% Funding & Investment40% Financial Advising & Planning30% Commercial FinancingLaunched in 2011, Resolute Capital Partners is a Financial Advising & Planning company. The small team specializes in Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Nashville, TN
Services provided
30% Funding & Investment40% Financial Advising & Planning30% Commercial FinancingClaritas Capital is a Financial Advising & Planning company. The Nashville, Tennessee-based company was founded in 2002. Their team focuses on Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Nashville, TN
Services provided
30% Funding & Investment40% Financial Advising & Planning30% Commercial FinancingFinancial Advising & Planning company Petra Capital Partners was launched in 1996. The small team specializes in Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Memphis, TN
Services provided
30% Funding & Investment40% Business Valuation Services30% Commercial FinancingNew South Capital Management Inc, a Business Valuation Services company, is based in Memphis, Tennessee. They focus on Business Valuation Services and Commercial Financing.
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UndisclosedUndisclosed10 - 49Dallas, TX
Services provided
30% Funding & Investment40% Financial Advising & Planning30% Commercial FinancingPaceline Equity Partners is a small Dallas, Texas-based Financial Advising & Planning company. The team specializes in Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Southlake, TX
Services provided
30% Funding & Investment40% Financial Advising & Planning30% Commercial FinancingKeyCity Capital is a Financial Advising & Planning company founded in 2018. The team focuses on Financial Advising & Planning and Commercial Financing and is located in Southlake, Texas.
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UndisclosedUndisclosed10 - 49Dallas, TX
Services provided
30% Funding & Investment40% Financial Advising & Planning30% Commercial FinancingClearview Investments, Ltd. Is a Financial Advising & Planning company in Dallas, Texas. Founded in 1985, the team provides Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Houston, TX
Services provided
30% Funding & Investment40% Financial Advising & Planning30% Commercial FinancingYellowstone Capital Partners is a Financial Advising & Planning company founded in 1993. The team specializes in Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Houston, TX
Services provided
30% Funding & Investment40% Financial Advising & Planning30% Commercial FinancingFinancial Advising & Planning company Hawthorne Capital is based in Houston, Texas. Established in 2018, the team specializes in Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Northwich, England
Services provided
30% Funding & Investment40% Financial Advising & Planning30% Business Valuation ServicesSmall Financial Advising & Planning company SFC Capital, is located in Northwich, England. The team provides Financial Advising & Planning and Business Valuation Services.
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UndisclosedUndisclosed10 - 49Sherwood Park, Canada
Services provided
30% Funding & Investment70% AccountingLaunched in 2006, On-Core Bookkeeping is an Accounting company. The team focuses on Accounting and Funding & Investment.
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UndisclosedUndisclosedFreelancerLondon, England
Services provided
50% Funding & Investment50% Commercial FinancingTheAdvisory - Independent House Selling Advice is a Commercial Financing and Funding & Investment company. Based in London, England, the firm offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosedFreelancerEast Kilbride, Scotland
Services provided
50% Funding & Investment50% Commercial FinancingMondo Property is a small East Kilbride, Scotland-based Commercial Financing and Funding & Investment company. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosedFreelancer
Services provided
50% Funding & Investment50% Commercial FinancingSmall Commercial Financing and Funding & Investment company Henry Pryor, is located in London, England. The team focuses on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosedFreelancerJacksonville, FL
Services provided
50% Funding & Investment50% Commercial FinancingInvestec Services Inc., a small Commercial Financing and Funding & Investment company, is in Jacksonville, Florida. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosedFreelancerBarre, VT
Services provided
50% Funding & Investment50% Commercial FinancingCher Real Estate, Inc. Is a small Commercial Financing and Funding & Investment company located in Barre, Vermont. The team specializes in Commercial Financing and Funding & Investment.
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UndisclosedUndisclosedFreelancerSeattle, WA
Services provided
50% Funding & Investment50% Commercial FinancingHeadquartered in Seattle, Washington, Robinson Valuation Services is a small Commercial Financing and Funding & Investment company. The team provides Commercial Financing and Funding & Investment.
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UndisclosedUndisclosedFreelancerGig Harbor, WA
Services provided
50% Funding & Investment50% Commercial FinancingLocated in Gig Harbor, Washington, Gig Harbor Real Estate is a Commercial Financing and Funding & Investment company. They provide Commercial Financing and Funding & Investment.
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UndisclosedUndisclosedFreelancerAtlanta, GA
Services provided
50% Funding & Investment50% Commercial FinancingBarrow Valuation Group, LLC is a small Commercial Financing and Funding & Investment company located in Atlanta, Georgia. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosedFreelancerAtlanta, GA
Services provided
50% Funding & Investment50% Commercial FinancingBurns Valuation Consulting is a small Commercial Financing and Funding & Investment company based in Atlanta, Georgia. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosedFreelancerCheyenne, WY
Services provided
50% Funding & Investment50% Commercial FinancingFounded in 2011, Mistie Woods is a small Commercial Financing and Funding & Investment company headquartered in Cheyenne, Wyoming. Their team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249London, England
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingCentrus is a Financial Advising & Planning company. They were launched in 2012, and their services include Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed50 - 249Frankfurt am Main, Germany
Services provided
25% Funding & Investment50% Recruiting25% Commercial FinancingDartmouth Partners is a midsize Recruiting company. They provide Recruiting and Commercial Financing and were founded in 2012.
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UndisclosedUndisclosed50 - 249Billings, MT
Services provided
25% Funding & Investment25% Commercial Financing20% Financial Advising & Planning +3 services10% Accounting10% Business Consulting10% Financial ConsultingEstablished in 2018, Dakota Wealth Management is a midsize Billings, Montana-based Commercial Financing company. Their services include Commercial Financing and Funding & Investment.
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Focus (x-axis)
Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
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- Market presence and reputation in the industry
List of the Top 15 Investment Management Firms
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UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
37.7/40.019/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Funding & Investment90% Other -
$1,000+$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
34.6/40.016.2/20 Reviews9.5/10 Clients & Experience8.9/10 Market PresenceService focus
15% Funding & Investment85% Other -
$10,000+$200 - $300 / hr2 - 9Boston, MA
Ability to deliver
33.5/40.015.8/20 Reviews8.8/10 Clients & Experience9/10 Market PresenceService focus
10% Funding & Investment90% Other -
$1,000+$200 - $300 / hr2 - 9Chicago, IL
Ability to deliver
32.1/40.018.2/20 Reviews8.6/10 Clients & Experience5.4/10 Market PresenceService focus
10% Funding & Investment90% Other -
$5,000+$100 - $149 / hr10 - 49London, England
Ability to deliver
26.9/40.016.4/20 Reviews4.5/10 Clients & Experience6/10 Market PresenceService focus
100% Funding & Investment -
UndisclosedUndisclosed10 - 49New York, NY
Ability to deliver
27.3/40.016.2/20 Reviews6.5/10 Clients & Experience4.6/10 Market PresenceService focus
45% Funding & Investment55% Other -
$1,000+$100 - $149 / hr10 - 49London, England
Ability to deliver
29.8/40.017.2/20 Reviews3/10 Clients & Experience9.6/10 Market PresenceService focus
20% Funding & Investment80% Other -
$5,000+$150 - $199 / hr10 - 49Tallinn, Estonia
Ability to deliver
29.9/40.018.2/20 Reviews6.1/10 Clients & Experience5.6/10 Market PresenceService focus
15% Funding & Investment85% Other -
$5,000+Undisclosed50 - 249Tallinn, Estonia
Ability to deliver
30/40.017.6/20 Reviews7.5/10 Clients & Experience4.9/10 Market PresenceService focus
10% Funding & Investment90% Other -
UndisclosedUndisclosed10 - 49Claymont, DE
Ability to deliver
27.7/40.017/20 Reviews2.8/10 Clients & Experience7.9/10 Market PresenceService focus
20% Funding & Investment80% Other -
$1,000+$300+ / hr2 - 9London, England
Ability to deliver
28.3/40.016.6/20 Reviews6.4/10 Clients & Experience5.2/10 Market PresenceService focus
15% Funding & Investment85% Other -
$5,000+$100 - $149 / hr2 - 9München, Germany
Ability to deliver
26.7/40.018.6/20 Reviews1.7/10 Clients & Experience6.5/10 Market PresenceService focus
30% Funding & Investment70% Other -
$10,000+$50 - $99 / hr10 - 49Kyiv, Ukraine
Ability to deliver
23.9/40.016.4/20 Reviews1.8/10 Clients & Experience5.8/10 Market PresenceService focus
60% Funding & Investment40% Other -
UndisclosedUndisclosed10 - 49Los Angeles, CA
Ability to deliver
24.6/40.016.2/20 Reviews1.3/10 Clients & Experience7.1/10 Market PresenceService focus
40% Funding & Investment60% Other -
$5,000+Undisclosed10 - 49Toronto, Canada
Ability to deliver
26.7/40.018.6/20 Reviews3/10 Clients & Experience5.2/10 Market PresenceService focus
15% Funding & Investment85% Other -
UndisclosedUndisclosed2 - 9Santa Monica, CA
Ability to deliver
23/40.016.2/20 Reviews0.7/10 Clients & Experience6.1/10 Market PresenceService focus
50% Funding & Investment50% Other -
$1,000+Undisclosed2 - 9Chicago Ridge, IL
Ability to deliver
23.1/40.016.2/20 Reviews1.8/10 Clients & Experience5.2/10 Market PresenceService focus
45% Funding & Investment55% Other -
UndisclosedUndisclosed10 - 49Dallas, TX
Ability to deliver
20.8/40.016.2/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
50% Funding & Investment50% Other -
$10,000+$50 - $99 / hr2 - 9Hanoi, Vietnam
Ability to deliver
25.3/40.014.6/20 Reviews5.9/10 Clients & Experience4.8/10 Market PresenceService focus
10% Funding & Investment90% Other -
$1,000+Undisclosed2 - 9New York, NY
Ability to deliver
22/40.016.6/20 Reviews1.4/10 Clients & Experience4/10 Market PresenceService focus
41% Funding & Investment59% Other -
$1,000+$25 - $49 / hr2 - 9Sofia, Bulgaria
Ability to deliver
23.9/40.016.2/20 Reviews1.8/10 Clients & Experience6/10 Market PresenceService focus
15% Funding & Investment85% Other -
UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Ability to deliver
24.1/40.016.2/20 Reviews3.9/10 Clients & Experience4/10 Market PresenceService focus
10% Funding & Investment90% Other -
$10,000+$150 - $199 / hr2 - 9Los Angeles, CA
Ability to deliver
23.9/40.015.6/20 Reviews3.4/10 Clients & Experience4.9/10 Market PresenceService focus
10% Funding & Investment90% Other -
UndisclosedUndisclosed2 - 9Lisboa, Portugal
Ability to deliver
20.9/40.016.2/20 Reviews0.7/10 Clients & Experience4/10 Market PresenceService focus
40% Funding & Investment60% Other -
UndisclosedUndisclosed10 - 49Columbia, MD
Ability to deliver
21.5/40.016.2/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
25% Funding & Investment75% Other -
$1,000+$100 - $149 / hr2 - 9Dubai, United Arab Emirates
Ability to deliver
22.4/40.017.8/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
20% Funding & Investment80% Other -
UndisclosedUndisclosed10 - 49New York, NY
Ability to deliver
21.9/40.016.2/20 Reviews0/10 Clients & Experience5.7/10 Market PresenceService focus
20% Funding & Investment80% Other -
$1,000+$50 - $99 / hr2 - 9Dar es salaam, Tanzania
Ability to deliver
22/40.016.2/20 Reviews0.9/10 Clients & Experience4.9/10 Market PresenceService focus
20% Funding & Investment80% Other -
$10,000+$50 - $99 / hr10 - 49Ahmedabad, India
Ability to deliver
21.7/40.017/20 Reviews0.7/10 Clients & Experience4/10 Market PresenceService focus
20% Funding & Investment80% Other -
$1,000+Undisclosed2 - 9Pireas, Greece
Ability to deliver
22/40.016.8/20 Reviews1.2/10 Clients & Experience4/10 Market PresenceService focus
20% Funding & Investment80% Other
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