Investment Management Companies

Product Info

Company Overview

Founded

1988

Employees

24,809

Funding Summary

220M Series C

Clients Your Size

About BlackRock

BlackRock is a global asset manager. We help investors build better financial futures. As a fiduciary to investors and a leading provider of financial technology, our clients turn to us for the solutions they need when planning for their most important goals. Our founding mission was to establish a firm that thinks differently about managing investment risks to best serve our clients, and this is still at our core today. We challenge businesses to reach higher standards. We use technology to think beyond what’s possible. We provide investment solutions for every need. We aim to simplify a complex world. We... Show More

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State Street Global Advisors

Reviews pending

Product Info

Company Overview

Founded

1978

Employees

100

Funding Summary

40M Series F

Clients Your Size

About State Street Global Advisors

SPDR ETFs offers a broad range of cost-effective ETFs encompassing US and International equities, fixed income, alternatives and solutions. Our commitment to our clients drives our passion for responsible innovation, delivering well-crafted and simple solutions that help investors deliver on investment strategies, however complex. We launched many of the world’s first ETFs, including the first US-listed ETF in 1993 (SPDR S&P 500® – Ticker SPY); the first family of sector ETFs; the first ETF launches in Hong Kong, Australia and Singapore. Follow us for our latest global market insights, investment ideas, ETF education and practice management tips.
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Allianz Life

Reviews pending

Product Info

Company Overview

Founded

1896

Employees

4,429

Funding Summary

10M Series B

Clients Your Size

About Allianz Life

Allianz Life Insurance Company of North America (Allianz Life®) has been keeping its promises since 1896. As a leading provider of annuities and life insurance, today we carry on that tradition by helping Americans achieve their retirement income goals. We’re also part of Allianz SE, a global leader in the financial services industry with a presence in more than 70 countries and more than 142,000 employees worldwide.
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Investors Management Corporation

Reviews pending

Product Info

Company Overview

Founded

1971

Employees

21

Funding Summary

Clients Your Size

About Investors Management Corporation

Investors Management Corporation (IMC) is a private, closely held company and is committed to being a long-term owner of a family of companies in partnership with their leaders. IMC has an ongoing interest in adding other businesses to its family of companies through acquisition. Because it uses internally generated funds rather than outside investors as the source of its acquisition capital, IMC can commit its capital with a long horizon and does not intend to sell the companies it owns. IMC looks to partner with exceptional management teams that have a clear vision for the futures of their businesses.
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BNY Mellon

Reviews pending

Product Info

Company Overview

Founded

1784

Employees

47,373

Funding Summary

440M Series C

Clients Your Size

About BNY Mellon

A proven steward for more than 235 years, BNY Mellon helps its clients manage and service their financial assets throughout the investment lifecycle. BNY Mellon has a unique perspective based on one of the largest data sets in the financial world, and operates across 35 countries providing investment services and investment management.
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Amundi Pioneer

Reviews pending

Product Info

Company Overview

Founded

2010

Employees

4,587

Funding Summary

None

Clients Your Size

About Amundi Pioneer

Amundi Pioneer Asset Management (Amundi Pioneer) references the US business of the Amundi group of companies, Europe’s largest asset manager by assets under management and among the top ten global asset managers*. Amundi Pioneer was formed in 2017 as part of the acquisition of Pioneer Investments by Amundi, and includes the operations of Amundi Pioneer Asset Management USA Inc., based in Boston, and Amundi Smith Breeden, based in Durham, NC. Incorporating the expertise of the regional hub in Durham, Boston is one of Amundi’s six main investment hubs. In addition to investment management activities, Amundi Pioneer offers and services a... Show More

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Capital Group

Reviews pending

Product Info

Company Overview

Founded

1931

Employees

8,745

Funding Summary

268M Series E

Clients Your Size

About Capital Group

Since 1931, Capital Group, home of American Funds®, has been singularly focused on delivering superior results for long-term investors using high-conviction portfolios, rigorous research and individual accountability. Today, Capital Group manages more than $1.7 trillion in equity and fixed income assets for millions of individual and institutional investors.
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Equirus Wealth

Reviews pending

Product Info

Min. Group Size

1 eligible

Lives Serviced

-

Average Cost

30 RFI Questions

12 Specific Questions

Product Features

Investment online portal

Accounting integration

Investment records management

Market data aggregation

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Not Provided.

Product Description

Equirus stands for “equities are us”. Over the last 20 years, Equirus Group has built impeccable credentials and market standing across domains with its ability to structure and deliver transactions in-line with client... Show More

Company Overview

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Ariel Investments

Reviews pending

Product Info

Company Overview

Founded

1983

Employees

113

Funding Summary

Not Provided

Clients Your Size

About Ariel Investments

Ariel Investments is headquartered in Chicago, with offices in New York City and Sydney. We serve individual and institutional investors through our no-load mutual funds and separate accounts. Since our founding in 1983, we have been disciplined long-term investors. This defining characteristic is the cornerstone of our investment philosophy, and symbolized by our turtle logo and the firm’s motto, “slow and steady wins the race.”
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Plan Member

Reviews pending

Product Info

Company Overview

Founded

1992

Employees

200

Funding Summary

Not Provided

Clients Your Size

About Plan Member

Headquartered in Carpinteria, California just south of Santa Barbara, PlanMember Financial Corporation is a leader in the retirement planning market with more than 500 representatives and over 40 regionally-based Financial Centers located across the country. Specializing in creating and servicing retirement plan solutions for nonprofit and for-profit employers and their employees, and for associations, unions, membership groups and their members, PlanMember offers a broad range of investment choices. We deliver unparalleled support and service in our commitment to help meet the retirement needs of individual investors and groups.
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Charles Schwab

Reviews pending

Product Info

Company Overview

Founded

1973

Employees

26,524

Funding Summary

10K Grant

Clients Your Size

About Charles Schwab

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), and its affiliates offer investment services and products. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons. The Charles Schwab Corporation does not endorse third-party comments.
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Edward Jones

Reviews pending

Product Info

Company Overview

Founded

1922

Employees

Funding Summary

Clients Your Size

About Edward Jones

If you think Edward Jones is like every other large investment firm, think again. We are a leader in the financial-services industry, but we take a personal approach to business, an approach that starts with a face-to-face meeting between a financial advisor and client. We believe that building long-term relationships with our nearly 7 million clients is key to serving their needs. Whether it's in the United States or Canada, our over 19,000 financial advisors are located in the communities where our clients live and work – because that's the best way to get to know them and help them... Show More

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Principal Financial

Reviews pending

Product Info

Company Overview

Founded

1879

Employees

20,000

Funding Summary

33.5M Series C

Clients Your Size

About Principal Financial

Principal Financial Group® helps people and companies around the world build, protect and advance their financial well-being through retirement, insurance and asset management solutions that fit their lives. Our employees are passionate about helping clients of all income and portfolio sizes achieve their goals – offering innovative ideas, investment expertise and real-life solutions to make financial progress possible.
The Principal is an Affirmative Action and Equal Opportunity Employer and an E-Verify participant. All qualified applicants will receive consideration for employment without regard to of age, race, color, religion, gender identity, gender expression, pregnancy, national origin, citizenship status, disability, genetic... Show More

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401GO

Reviews pending

Product Info

Company Overview

Founded

2018

Employees

28

Funding Summary

7.5M Seed Round

Clients Your Size

About 401GO

The most innovative 401(k) platform in the world! We build our system from scratch to solve one of the most important solutions you need to strengthen your business. The 401(k) industry is expensive, slow and very inefficient. We created 401GO to solve these problems allowing you to focus on your future and your business. We look at retirement outside of the box, automating all the things that normally are handled by your business and giving you the freedom to get back to what you do best.
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Fiducient Advisors

5.0 (1)

Product Info

Min. Group Size

-

Lives Serviced

-

Average Cost

30 RFI Questions

12 Specific Questions

Product Features

Investment online portal

Investment portfolio analysis

Portfolio rebalancing

Expert portfolio guidance

Show All Features

Not Provided.

Product Description

Fiducient Advisors' OCIO practice began in 2005 largely in response to several existing traditional consulting (advice-only) clients seeking further assistance in effectively fulfilling their fiduciary duties. These clients often noted the challenges with... Show More

Company Overview

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NS Capital

Reviews pending

Product Info

Company Overview

Founded

2008

Employees

Funding Summary

Clients Your Size

About NS Capital

NS Capital is a Registered Investment Advisor (RIA) offering portfolio management services for individual investors, pensions and endowments; as well as custom-designed 401(k) plans for small businesses. We are a Fiduciary to all of our clients. NS Capital's unique investment methodology captures the benefits of the institutional investing model, and delivers them to retail investors. Our proprietary approach is possible because NS Capital is privately owned and completely independent. This distinction alone stands out from an industry that is dominated by “advisors” who are often nothing more than “re-sellers” of distributors’ products.
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PAi Retirement Services

Reviews pending

Product Info

Company Overview

Founded

1983

Employees

Funding Summary

Clients Your Size

About PAi Retirement Services

PAi’s brand is built on company roots and values. Founder Michael Kiley started PAi in 1983 with the specific purpose of making affordable, best-in-class retirement plans available to American small business owners. At age 62, Michael’s father discovered his retirement plan wasn’t what he thought it was and he ended up working until
age 80 to provide for his retirement. It became clear to Michael that the system could, and should, work better for the average business owner and average employee.

PAi works with many partners—industry leaders, advocacy groups, government officials, business owners, and committed brands—to... Show More

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Waddell & Reed

Reviews pending

Product Info

Company Overview

Founded

1937

Employees

Funding Summary

Not Provided

Clients Your Size

About Waddell & Reed

Since opening our doors in 1937, our approach has remained decidedly simple, genuine and straightforward: know our clients well, treat them with respect and measure our success by their success. Our personal approach is the reason Waddell & Reed advisors typically enjoy long-lasting client relationships. We take your journey seriously, and will be there every step of the way, focusing on these key principles: Listening. To us, success demands not only a deep understanding of your objectives, but your needs, values, time horizon, risk tolerance and expectations.
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AllianceBernstein

Reviews pending

Product Info

Company Overview

Founded

1967

Employees

Funding Summary

153M Series D

Clients Your Size

About AllianceBernstein

AB is a leading global investment-management and research firm with more than $500 billion in assets under management and a presence in 25 countries, with more than 3,700 employees worldwide. We serve clients ranging from institutions to individuals and private clients, and we offer independent research, portfolio strategy and brokerage-related services tailored to our clients’ unique needs. With forward-looking perspective and expertise in equities, fixed-income, alternatives and multi-asset strategies, more than 500 investment professionals collaborate to share ideas and make connections across disciplines, geographies, asset classes and sectors.
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American Century Investments

Reviews pending