Top Investment Firms in the United States
1,984 Companies
List of the Top United States Investment Management Firms
Sponsored
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UndisclosedUndisclosed2 - 9Everett, WA
Services provided
100% Funding & InvestmentUniversal Business Strategies is a Funding & Investment company. They are located in Everett, Washington and have small team. They focus on Funding & Investment.
Read moreSee All Locations (1)Everett, WA
1523 132nd Street Southeast
Everett, WA 982082 - 5
6267551720
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$10,000+$25 - $49 / hr10 - 49Salt Lake City, UT
Services provided
20% Funding & Investment20% Accounting20% Business Consulting +2 services20% Financial Advising & Planning20% Financial ConsultingBlack Mountain Investment Group LLC, a Business Consulting company, was launched in 2021. The small team provides Business Consulting and Accounting.
Read moreSee All Locations (2)Salt Lake City, UT
299 South Main Street
Salt Lake City, UT 841116 - 9
4356555211
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
50% Funding & Investment50% Commercial FinancingBravo Capital, a Commercial Financing and Funding & Investment company, is headquartered in New York, New York. Their services include Commercial Financing and Funding & Investment.
Read moreSee All Locations (1)New York, NY
750 Lexington Avenue
New York, NY 1002210 - 15
212-729-4962
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UndisclosedUndisclosed10 - 49Cary, NC
Services provided
50% Funding & Investment50% Financial Advising & PlanningFitzcores is a small Funding & Investment and Financial Advising & Planning company. Established in 2000, the team provides Funding & Investment and Financial Advising & Planning.
Read moreSee All Locations (1)Cary, NC
1016 Grogans Mill Drive
Cary, NC 275192 - 5
3129339753
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UndisclosedUndisclosed2 - 9Chicago, IL
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company America Funding Lending - Unsecured Start Up Business Loans provides Commercial Financing and Funding & Investment. They are in Chicago,
Read moreSee All Locations (1)Chicago, IL
332 S Michigan Ave #1032,
Chicago, IL 606046 - 9
+1.800.773.4067
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UndisclosedUndisclosed2 - 9Agoura Hills, CA
Services provided
50% Funding & Investment50% Commercial FinancingAllied Commercial Funding Corporation is a Commercial Financing and Funding & Investment company. Established in 1993, their team offers Commercial Financing and Funding & Investment.
Read moreSee All Locations (1)Agoura Hills, CA
5737 Kanan Rd
Agoura Hills, CA 913012 - 5
800.247.8212
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UndisclosedUndisclosed2 - 9Kennesaw, GA
Services provided
100% Funding & InvestmentSee all 1 projectsZING Funding provides working capital solutions with a focus on aligning company values and budget considerations. Clients commend their clear communication, timely delivery, and personalized service, notably from key personnel like Lorrie. Overall, feedback highlights ZING Funding's effective support and valuable advice in securing necessary funding efficiently.
See All Locations (1)Kennesaw, GA
600 Townpark Lane, Suite 100
Kennesaw, GA 301442 - 5
(678) 578-7470
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UndisclosedUndisclosed2 - 9Fresno, CA
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company OneRay - OneTrust Home Loans was established in 1994. The team provides Commercial Financing and Funding & Investment.
Read moreSee All Locations (1)Fresno, CA
1702 E Bullard Ave Ste 104
Fresno, CA 937102 - 5
+1.559.346.7238
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UndisclosedUndisclosed2 - 9West Hartford, CT
Services provided
50% Funding & Investment50% Commercial FinancingNewSilver is a Commercial Financing and Funding & Investment company. The West Hartford, Connecticut-based company offers Commercial Financing and Funding & Investment.
Read moreSee All Locations (2)Brookline, MA
255 Cypress St
Brookline, MA 024456 - 9
+1 855-844-5626
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UndisclosedUndisclosed2 - 9Calabasas, CA
Services provided
50% Funding & Investment50% Commercial FinancingCalifornia Private Lenders is a Commercial Financing and Funding & Investment company. Launched in 2011, the agency offers Commercial Financing and Funding & Investment.
Read moreSee All Locations (1)Calabasas, CA
23945 Calabasas Road Suite 209
Calabasas, CA 913022 - 5
+1.818.584.2320
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$1,000+< $25 / hr2 - 9Irondale, AL
Services provided
50% Funding & Investment50% Financial ConsultingSimple Funding LLC, a Funding & Investment and Financial Consulting company, is based in Irondale, Alabama. The team provides Funding & Investment and Financial Consulting.
Read moreSee All Locations (1)Irondale, AL
201 20th Street South
Irondale, AL 352106 - 9
205-791-5626
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
35% Funding & Investment35% Financial Consulting30% Financial Advising & PlanningEstablished in 1980, Alliance Global Partners is a small Funding & Investment company. Their team offers Funding & Investment and Financial Consulting.
Read moreSee All Locations (1)New York, NY
590 Madison Avenue
New York, NY 1002210 - 15
+1 212-624-2060
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$5,000+$100 - $149 / hr2 - 9Tallinn, Estonia
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company BankofShares was launched in 2019. Based in Tallinn, Estonia and Ronda, Spain, the team offers Commercial Financing and Funding & Investment.
Read moreSee All Locations (2)Tallinn, Estonia
Kiriku 6
Tallinn, Estonia 101302 - 5
372 6 346 382
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$1,000+< $25 / hr10 - 49Rochelle Park, NJ
Services provided
34% Funding & Investment33% Commercial Financing33% Financial Advising & PlanningArcarius Funding is a Funding & Investment company. The team is in Rochelle Park, New Jersey, and their services include Funding & Investment and Commercial Financing.
Read moreSee All Locations (1)Rochelle Park, NJ
365 West Passaic Street
Rochelle Park, NJ 076622 - 5
800-652-1814
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UndisclosedUndisclosed10 - 49Camarillo, CA
Services provided
20% Funding & Investment30% Business Consulting20% Commercial Financing +2 services20% Financial Advising & Planning10% Financial ConsultingEstablished in 2001, Economic Development Collaborative is a Business Consulting company. The agency specializes in Business Consulting and Commercial Financing.
Read moreSee All Locations (1)Camarillo, CA
4001 Mission Oaks Boulevard
Camarillo, CA 9301210 - 15
8054099159
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$10,000+$100 - $149 / hr10 - 49Uniondale, NY
Services provided
45% Funding & Investment35% Commercial Financing20% Financial ConsultingAlternative Funding Solutions is a Funding & Investment company launched in 2022. The team focuses on Funding & Investment and Commercial Financing.
Read moreSee All Locations (1)Uniondale, NY
348 RXR Plaza, Uniondale, NY 11553
Uniondale, NY 1155310 - 15
888-201-1679
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$10,000+< $25 / hr10 - 49Los Angeles, CA
Services provided
15% Funding & Investment50% Fractional CFO Services25% Commercial Financing +1 service10% Financial ConsultingResurge is a small Los Angeles, California-based Fractional CFO Services company. Their services include Fractional CFO Services and Commercial Financing.
Read moreSee All Locations (1)Los Angeles, CA
8515 Edwin Drive
Los Angeles, CA 900466 - 9
(917) 880-4071
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UndisclosedUndisclosed2 - 9Atlanta, GA
Services provided
35% Funding & Investment35% Financial Consulting30% Finance LawFunding & Investment company Silver Dollar Financial, LLC was launched in 2019. The small team offers Funding & Investment and Financial Consulting.
Read moreSee All Locations (1)Atlanta, GA
3455 Peachtree Road Northeast
Atlanta, GA 303262 - 5
+1(844)871-0628
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$1,000+< $25 / hr10 - 49West Columbia, SC
Services provided
35% Funding & Investment35% Accounting30% Fractional CFO ServicesEM Corporate Solutions LLC is an Accounting company. Established in 2018, the team provides Accounting and Funding & Investment.
Read moreSee All Locations (1)West Columbia, SC
1128 Blakely Court
West Columbia, SC 291702 - 5
803-836-8737
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
100% Funding & InvestmentLaunched in 2024, New York Fast Funding is a Funding & Investment company. The firm focuses on Funding & Investment.
Read moreSee All Locations (1)New York, NY
14 Wall Street Manhattan,New York 10005
New York, NY 100052 - 5
(212) 618-1250
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UndisclosedUndisclosed2 - 9Santa Rosa, CA
Services provided
50% Funding & Investment50% Financial Advising & PlanningPacific Direct Mortgage is a Santa Rosa, California-based Financial Advising & Planning and Funding & Investment company. They specialize in Financial Advising & Planning and Funding & Investment.
Read moreSee All Locations (1)Santa Rosa, CA
1400 North Dutton Avenue
Santa Rosa, CA 954016 - 9
7077080797
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UndisclosedUndisclosed2 - 9San Antonio, TX
Services provided
50% Funding & Investment50% Commercial FinancingRvnue Drivers is a Commercial Financing and Funding & Investment company. They were established in 2022 and specialize in Commercial Financing and Funding & Investment.
Read moreSee All Locations (1)San Antonio, TX
110 East Houston Street
San Antonio, TX 782056 - 9
2106396700
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$250,000+Undisclosed2 - 9Sarasota, FL
Services provided
50% Funding & Investment50% Business Valuation ServicesStevevanleeuwen.com is a Business Valuation Services and Funding & Investment company. The Sarasota, Florida-based company specializes in Business Valuation Services and Funding & Investment.
Read moreSee All Locations (2)Brandon, FL
3419 Brook Crossing Drive
Brandon, FL 335111
9412875796
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UndisclosedUndisclosed10 - 49Boston, MA
Services provided
50% Funding & Investment50% Commercial FinancingSee all 1 projectsUC Funds is a hard money lender specializing in construction financing for development projects. Based on the single review provided, the feedback is overwhelmingly negative, with 100% of the feedback highlighting their unprofessional handling, lack of transparency, and failure to deliver on their commitments. The reviewer reports significant dissatisfaction, especially regarding withheld information and financial losses.
Industry Experience
UC Funds demonstrates significant experience in the real estate industry, particularly in construction financing for apartment development projects. However, feedback indicates a concerning lack of professionalism and transparency, particularly regarding funding approvals and communication. Clients have reported detrimental impacts on their projects due to UC Funds' handling of loan agreements. Given this feedback, potential clients in real estate may want to approach with caution and ensure thorough due diligence before engagement.
Read All ReviewsSelect Industry to see insights
Real estateWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
UC Funds received negative feedback regarding their cost and value for money. One client reported spending $40,000 upfront for an appraisal and related costs, only to receive a mere $2,800 back after the company failed to secure funding. The client described the experience as unprofessional, highlighting that UC Funds withheld crucial information and did not fulfill their obligations. Overall, clients expressed dissatisfaction with the transparency and handling of financial commitments, indicating a poor return on investment.Was this helpful?
See All Locations (1)Boston, MA
745 Boylston Street
Boston, MA 0211610 - 15
+1.844.823.8637
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UndisclosedUndisclosed10 - 49Davidson, NC
Services provided
15% Funding & Investment40% Business Consulting20% Financial Advising & Planning +2 services15% Business Valuation Services10% Financial ConsultingLaunched in 2015, Quest - Advisory, Business Succession & M&A is a Business Consulting company. The small team provides Business Consulting and Financial Advising & Planning.
Read moreSee All Locations (1)Davidson, NC
215 South Main Street Suite 303
Davidson, NC 2803610 - 15
(704) 831-8777
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UndisclosedUndisclosed10 - 49Pasadena, CA
Services provided
30% Funding & Investment50% Financial Advising & Planning20% Financial ConsultingFounded in 1976, First Financial Consulting is a small Financial Advising & Planning company. Their team offers Financial Advising & Planning and Funding & Investment.
Read moreSee All Locations (1)Pasadena, CA
517 South Lake Avenue
Pasadena, CA 9110116 - 20
626-844-4630
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$1,000+< $25 / hr50 - 249Layton, UT
Services provided
30% Funding & Investment35% Business Consulting35% Sales OutsourcingIn and Layton, Utah, Fenix Venture is a midsize Business Consulting company. Their services include Business Consulting and Sales Outsourcing.
Read moreMore responsive than most other service providers
Get in TouchFenix Venture is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
See All Locations (1)Layton, UT
1315 W 650 S, Layton
Layton, UT 84041201 - 250
+1 646 583 0175
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$1,000+$100 - $149 / hr10 - 49League City, TX
Services provided
20% Funding & Investment20% Financial Advising & Planning15% Commercial Financing +4 services15% Insurance Services & Brokers10% Business Consulting10% Finance & Accounting Outsourcing (FAO)10% Financial ConsultingSee all 1 projectsPioneer Capital Ltd offers finance and investment planning services, providing tailored financial advice and investment options. Reviews highlight their impressive financial options, reasonable pricing, and exceptional customer service. Clients appreciate the company's effective communication and timely progress, making it a favored choice among businesses seeking investment opportunities.
See All Locations (1)League City, TX
1904 Misty Harbor Circle
League City, TX 7757316 - 20
+19726945257
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UndisclosedUndisclosed10 - 49Houston, TX
Services provided
20% Funding & Investment25% Insurance Services & Brokers20% Commercial Financing +3 services15% Financial Consulting10% Business Valuation Services10% Financial Advising & PlanningIn Houston, Texas, Ros DiMere Inc is an Insurance Services & Brokers company. The team provides Insurance Services & Brokers and Commercial Financing.
Read moreSee All Locations (1)Houston, TX
3262 Westheimer Road
Houston, TX 7709810 - 15
+1(832) 412-2140
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UndisclosedUndisclosed10 - 49Woodbridge, VA
Services provided
25% Funding & Investment25% Commercial Financing25% Financial Advising & Planning +1 service25% Financial ConsultingCommercial Financing company Commercial Lending USA was founded in 2016. The small team offers Commercial Financing and Financial Advising & Planning.
Read moreSee All Locations (1)Woodbridge, VA
13000 Harbor Drive
Woodbridge, VA 2219210 - 15
(571) 544-6600
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$100,000+$25 - $49 / hr10 - 49Miami, FL
Services provided
35% Funding & Investment35% Business Consulting30% Financial ConsultingLocated in Miami, Florida, Liquida Capital is a small Business Consulting company. The team specializes in Business Consulting and Funding & Investment.
Read moreSee All Locations (1)Miami, FL
777 Brickell Avenue
Miami, FL 331316 - 9
8557058055
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UndisclosedUndisclosed10 - 49Conway, AR
Services provided
20% Funding & Investment20% Accounting20% Business Consulting +2 services20% Financial Advising & Planning20% Financial ConsultingFounded in 2008, Fintechzoom Pro is a Business Consulting company. Their team focuses on Business Consulting and Accounting.
Read moreSee All Locations (1)Conway, AR
548 Club Lane
Conway, AR 7203416 - 20
5013291510
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UndisclosedUndisclosed10 - 49Malibu, CA
Services provided
25% Funding & Investment50% Business Consulting25% Corporate Training & CoachingEmerge Global, a small Business Consulting company, is headquartered in Malibu, California. The team focuses on Business Consulting and Corporate Training & Coaching.
Read moreSee All Locations (1)Malibu, CA
30745 Pacific Coast Highway
Malibu, CA 9026510 - 15
5629004877
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$250,000+$300+ / hr10 - 49Menlo Park, CA
Services provided
25% Funding & Investment25% Business Consulting25% Digital Strategy +1 service25% Marketing StrategyRed Iron Group is a Marketing Strategy company. The team provides Marketing Strategy and Digital Strategy, and the firm is located in Menlo Park, California.
Read moreSee All Locations (1)Menlo Park, CA
2440 Sand Hill Road
Menlo Park, CA 9402510 - 15
+1 650-788-2607
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$1,000+$50 - $99 / hr2 - 9Virginia Beach, VA
Services provided
30% Funding & Investment30% Business Consulting30% Sales Outsourcing +1 service10% Business Valuation ServicesVoxly Partners: 100x Returns is a Business Consulting company. They are based in Virginia Beach, Virginia, and their services include Business Consulting and Sales Outsourcing.
Read moreSee All Locations (1)Virginia Beach, VA
210A 60th Street
Virginia Beach, VA 234512 - 5
4046264221
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$10,000+$150 - $199 / hr10 - 49Westport, CT
Services provided
20% Funding & Investment50% Business Consulting20% Commercial Financing +1 service10% Financial ConsultingBusiness Consulting company Fidelman & Company was established in 2015. The firm specializes in Business Consulting and Commercial Financing.
Read moreSee All Locations (1)Westport, CT
311 Post Road East
Westport, CT 068806 - 9
12127636649
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UndisclosedUndisclosed50 - 249Miami, FL
Services provided
15% Funding & Investment70% Commercial Financing15% Financial ConsultingGreenbox Capital, a Commercial Financing company, was launched in 2012. They offers Commercial Financing and Funding & Investment.
Read moreSee All Locations (1)Miami, FL
2200 Biscayne Boulevard
Miami, FL 3313776 - 100
+1(855) 442-3423
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UndisclosedUndisclosed2 - 9Dallas, TX
Services provided
20% Funding & Investment20% Bankruptcy Law20% Business Consulting +2 services20% Corporate Law20% Finance LawBased in Dallas, Texas, Richard Cheng Dallas Healthcare Lawyer is a Business Consulting company. Their services include Business Consulting and Corporate Law.
Read moreSee All Locations (1)Dallas, TX
17950 Preston Road
Dallas, TX 752522 - 5
(214) 295-5063
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UndisclosedUndisclosed10 - 49Scottsdale, AZ
Services provided
20% Funding & Investment20% Accounting20% Digital Asset Management +2 services20% Financial Advising & Planning20% Financial ConsultingAccounting company Bright Fiduciary Financial Advisor was founded in 2005. The team provides Accounting and Financial Advising & Planning.
Read moreSee All Locations (1)Scottsdale, AZ
6991 E Camelback Rd #D300
Scottsdale, AZ 8525131 - 40
(833) 777-4296
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UndisclosedUndisclosed10 - 49Monroe Township, NJ
Services provided
25% Funding & Investment25% Accounting25% Commercial Financing +1 service25% Internet & Technology LawHeadquartered in Monroe Township, New Jersey, MergerSherpa is a small Commercial Financing company. Their services include Commercial Financing and Accounting.
Read moreSee All Locations (1)Monroe Township, NJ
3 Shayna Court
Monroe Township, NJ 0883110 - 15
+91-9930580249
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UndisclosedUndisclosed2 - 9Lawrence, NY
Services provided
35% Funding & Investment65% Commercial FinancingSwift SBF, a small Commercial Financing company, is located in Lawrence, New York. Their services include Commercial Financing and Funding & Investment.
Read moreSee All Locations (1)Lawrence, NY
346 Central Avenue
Lawrence, NY 115592 - 5
(516) 687 9488
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
20% Funding & Investment35% Business Consulting30% Financial Consulting +1 service15% Fractional CFO ServicesSee all 3 projectsPro Business Plans is a firm specializing in funding and investment services, offering comprehensive business plans, market analysis, and financial modeling. According to reviews, 100% of clients praise their ability to integrate technical and regulatory insights into investor-friendly presentations, with particular commendation for their financial models and timely communication, leading to successful meetings with major venture capital firms.
1 of 1 Funding & Investment reviews are 5 stars1 new review for Funding & Investment in past 6 months$10,000 – $49,000 avg. project costRead 1 ReviewFunding & Investment PROJECT HIGHLIGHT
Business Plan Development for Healthcare Company
5.0 — Pro Business Plans created a detailed business plan for a healthcare company. The team conducted market research and analysis and created a five-year financial projection. Read moreWas this helpful?
Industry Experience
Pro Business Plans has demonstrated expertise primarily in the IT Services and Healthcare industries. Clients praise their ability to create comprehensive business plans, conduct in-depth market analysis, and develop realistic financial models, particularly in the context of healthcare technology. The overall sentiment is positive, highlighting their effective communication, timely delivery, and understanding of both regulatory requirements and investor expectations. This makes them a strong fit for companies seeking support in business planning and financial modeling within these sectors.
Read All ReviewsSelect Industry to see insights
IT ServicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed that Pro Business Plans offers good value for their cost, with one client specifically noting that the pricing fit their budget while delivering quality outputs. The company’s ability to produce detailed business plans and financial models has been praised, particularly for their realistic approach and timely delivery. Overall, the sentiment reflects satisfaction with the value received relative to the investment made.Was this helpful?
See All Locations (1)New York, NY
477 Madison Avenue
New York, NY 100221
+1(646)866-7619
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Los Angeles Valuation Group, Inc. - Commercial and Residential appraisers Los Angeles
Not yet reviewed
UndisclosedUndisclosed2 - 9Los Angeles, CAServices provided
25% Funding & Investment50% Commercial Brokerage Services25% Commercial FinancingLos Angeles Valuation Group, Inc. - Commercial and Residential appraisers Los Angeles is a Commercial Brokerage Services company. Their team specializes in Commercial Brokerage Services.
Read moreSee All Locations (1)Los Angeles, CA
1154 N. Sycamore Ave., Suite 11
Los Angeles, CA 900382 - 5
+1.800.430.5953
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$5,000+Undisclosed2 - 9Saint Paul, MN
Services provided
25% Funding & Investment25% Business Consulting20% AI Consulting +2 services20% Market Research10% Marketing StrategyReciprocity ROI LLC is a Business Consulting company. The Saint Paul, Minnesota-based team offers Business Consulting and Funding & Investment.
Read moreSaint Paul, MN
2136 Ford Parkway
Saint Paul, MN 551162 - 5
+1 877 456 4769
See All Locations (2)Saint Paul, MN
2136 Ford Parkway
Saint Paul, MN 551162 - 5
+1 877 456 4769
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$1,000+Undisclosed2 - 9Atlanta, GA
Services provided
34% Funding & Investment33% Back Office Outsourcing33% BrandingArgent Payments LLC is a small Atlanta, Georgia-based Funding & Investment company. Their services include Funding & Investment and Branding.
Read moreSee All Locations (1)Atlanta, GA
3455 Peachtree Street Northeast
Atlanta, GA 303092 - 5
(404) 897-0460
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$10,000+< $25 / hr50 - 249Newport Beach, CA
Services provided
20% Funding & Investment20% Commercial Financing20% Finance & Accounting Outsourcing (FAO) +2 services20% Financial Advising & Planning20% Financial ConsultingLaunched in 2023, Blackstone Commodity Group is a Finance & Accounting Outsourcing (FAO) company. The team offers Finance & Accounting Outsourcing (FAO) and Commercial Financing.
Read moreSee All Locations (1)Newport Beach, CA
5000 Birch Street
Newport Beach, CA 926602 - 5
9492007047
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UndisclosedUndisclosed2 - 9Rockville, MD
Services provided
20% Funding & Investment60% Financial Advising & Planning20% Financial ConsultingFerguson Johnson Wealth Management is a Financial Advising & Planning company. The company is in Rockville, Maryland. Their services include Financial Advising & Planning and Funding & Investment.
Read moreSee All Locations (1)Rockville, MD
51 Monroe St Suite PE 25, Rockville, MD 20850, United States
Rockville, MD 208506 - 9
3016700994
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UndisclosedUndisclosed50 - 249Ashburn, VA
Services provided
15% Funding & Investment25% Accounting25% Financial Advising & Planning +2 services25% Insurance Services & Brokers10% Commercial FinancingUSM-SBC Consulting LLP: Audit, Tax Consulting, Tax Advisory Services is an Ashburn, Virginia-based Accounting company. They provide Accounting and Financial Advising & Planning.
Read moreSee All Locations (1)Ashburn, VA
44320 Premier Plaza
Ashburn, VA 2014776 - 100
+91 95531 11131
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UndisclosedUndisclosed10 - 49Grand View, ID
Services provided
20% Funding & Investment20% Social Media Marketing20% Trucking +2 services20% Warehousing & Distribution20% Web DevelopmentAuthority Express LLC, a social media marketing firm, specializes in Social Media Marketing and Web Development. The agency is headquartered in Grand View, Idaho.
Read moreSee All Locations (1)Grand View, ID
360 Main Street
Grand View, ID 8362421 - 30
+1 208-834-2949
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UndisclosedUndisclosed2 - 9Hammond, IN
Services provided
20% Funding & Investment20% Business Valuation Services20% Digital Asset Management +2 services20% Financial Advising & Planning20% Financial ConsultingWisely Advised, LLC is a small Financial Advising & Planning company located in Hammond, Indiana. The team specializes in Financial Advising & Planning and Digital Asset Management.
Read moreSee All Locations (1)Hammond, IN
2901 Carlson Drive
Hammond, IN 463232 - 5
2192141212
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A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size.
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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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List of the Top 13 United States Investment Management Firms
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UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
38.1/40.019.4/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Funding & Investment90% 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 -
UndisclosedUndisclosed10 - 49New York, NY
Ability to deliver
27.7/40.016.6/20 Reviews6.5/10 Clients & Experience4.6/10 Market PresenceService focus
45% Funding & Investment55% 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 -
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 -
$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 -
$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 -
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 -
UndisclosedUndisclosed2 - 9San Francisco, CA
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed2 - 9Stockton, CA
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
$250,000+$300+ / hr10 - 49Mount Pleasant, SC
Ability to deliver
15.5/40.00/20 Reviews10/10 Clients & Experience5.5/10 Market PresenceService focus
15% Funding & Investment85% Other -
UndisclosedUndisclosed250 - 999Kalispell, MT
Ability to deliver
7.2/40.00/20 Reviews0/10 Clients & Experience7.2/10 Market PresenceService focus
50% Funding & Investment50% Other -
$250,000+Undisclosed10 - 49Los Angeles, CA
Ability to deliver
10.8/40.00/20 Reviews3.7/10 Clients & Experience7.1/10 Market PresenceService focus
25% Funding & Investment75% Other -
UndisclosedUndisclosed50 - 249Norcross, GA
Ability to deliver
5.9/40.00/20 Reviews0/10 Clients & Experience6/10 Market PresenceService focus
60% Funding & Investment40% Other -
UndisclosedUndisclosed50 - 249Newtown, PA
Ability to deliver
5.7/40.00/20 Reviews0/10 Clients & Experience5.7/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed50 - 249Whittier, CA
Ability to deliver
5.7/40.00/20 Reviews0/10 Clients & Experience5.7/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed50 - 249El Segundo, CA
Ability to deliver
5.6/40.00/20 Reviews0/10 Clients & Experience5.6/10 Market PresenceService focus
80% Funding & Investment20% Other -
$5,000+$25 - $49 / hr10 - 49Lafayette, IN
Ability to deliver
6.7/40.00/20 Reviews0/10 Clients & Experience6.7/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed10 - 49San Diego, CA
Ability to deliver
6.6/40.00/20 Reviews0/10 Clients & Experience6.6/10 Market PresenceService focus
50% Funding & Investment50% Other -
$100,000+Undisclosed250 - 999Cottonwood Heights, UT
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed250 - 999East Wenatchee, WA
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
33% Funding & Investment67% Other -
UndisclosedUndisclosed1,000 - 9,999Baltimore, MD
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
50% Funding & Investment50% Other -
Undisclosed$200 - $300 / hr2 - 9Palm Beach Gardens, FL
Ability to deliver
6.9/40.00/20 Reviews1.8/10 Clients & Experience5.2/10 Market PresenceService focus
50% Funding & Investment50% Other -
$1,000+< $25 / hr10 - 49Miami, FL
Ability to deliver
5.6/40.00/20 Reviews0/10 Clients & Experience5.6/10 Market PresenceService focus
100% Funding & Investment -
UndisclosedUndisclosed10 - 49Capitola, CA
Ability to deliver
5.5/40.00/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
50% Funding & Investment50% Other
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