Investment Management Companies

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Investment management companies handle the financial assets and other investments of their clients.

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Vendor Banner Investment Management Companies Q1  2024

Q1 March 2024: Winners

Top 0 Investment Management Companies

List of the top 0 Investment Management Companies in Shortlister as of March 2024, presented in the order they appear in the full Vendor Listing tab.

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    • Global Capabilities
    • iOS Native Application
    • Android Native Application
    • Responsive Design
    • GDPR Compliant
    • SSAE 18 / SOC Audit(s) Performed
    • NCQA Accredited / Certified
    • 3rd Party Integrations
    • URAC Accredited
    57 Vendors
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    Full Reviews Breakdown

    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. ... View Full Profile

    Employees
    24809
    Lives Serviced
    Not Provided
    Funding
    220M Series C
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    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 ... View Full Profile

    Employees
    100
    Lives Serviced
    Not Provided
    Funding
    40M Series F
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    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’... View Full Profile

    Employees
    4429
    Lives Serviced
    Not Provided
    Funding
    10M Series B
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    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 ... View Full Profile

    Employees
    21
    Lives Serviced
    Not Provided
    Funding
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    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... View Full Profile

    Employees
    47373
    Lives Serviced
    Not Provided
    Funding
    440M Series C
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    Morgan Stanley

    Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 75 years, the firm’s reputation for using innovative thinking to solve complex problems has been well ... View Full Profile

    Employees
    Not Provided
    Lives Serviced
    Not Provided
    Funding
    70M Series C
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -

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    Reviews pending
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    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... View Full Profile

    Employees
    4587
    Lives Serviced
    Not Provided
    Funding
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    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... View Full Profile

    Employees
    8745
    Lives Serviced
    Not Provided
    Funding
    268M Series E
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    T. Rowe Price

    T. Rowe Price is a financially solid, debt-free organization with strong employee ownership. The firm was:  Established in 1937 by Thomas Rowe Price, Jr.  Incorporated in the state of Maryland in 1947  Licensed to conduct business throughout the ... View Full Profile

    Employees
    7868
    Lives Serviced
    2,304,004
    Funding
    None
    Minimum Group Size
    No Minimum
    Features
    Android Native Application
    GDPR Compliant
    iOS Native Application
    Top Offerings
    401(k) Plan
    Profit Sharing Plan
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    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 ... View Full Profile

    Employees
    113
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Global Capabilities
    SSAE 18 / SOC Audit(s) Performed
    Top Offerings
    Investment Management
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    Landed

    Employees
    Not Provided
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Corporate Housing
    Investment Management
    Well-being Education & Content
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    Newport Group

    Newport Group helps companies offer their employees a more secure financial future through retirement plans, insurance, and consulting services. Since 1985, we have been a growing and dynamic enterprise, providing solutions to some of the most respected ... View Full Profile

    Employees
    Not Provided
    Lives Serviced
    1,500,000
    Funding
    Minimum Group Size
    No Minimum
    Features
    Android Native Application
    iOS Native Application
    Responsive Design
    Top Offerings
    401(k) Plan
    403(b) Plan
    457 Plan
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    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. ... View Full Profile

    Employees
    200
    Lives Serviced
    200,000
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Android Native Application
    GDPR Compliant
    iOS Native Application
    Top Offerings
    403(b) Plan
    457 Plan
    401(k) Plan
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    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 ... View Full Profile

    Employees
    26524
    Lives Serviced
    Not Provided
    Funding
    10K Grant
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    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 ... View Full Profile

    Employees
    Not Provided
    Lives Serviced
    Not Provided
    Funding
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    5.0 (1 reviews)
    Full Reviews Breakdown

    Fiducient Advisors

    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 ... View Full Profile

    Employees
    200
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Retirement Plan Consulting
    401(k) Plan
    Cash Balance Plan
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    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 ... View Full Profile

    Employees
    20000
    Lives Serviced
    Not Provided
    Funding
    33.5M Series C
    Minimum Group Size
    No Minimum
    Features
    Android Native Application
    GDPR Compliant
    Global Capabilities
    Top Offerings
    401(k) Plan
    Pension Plan
    Employee Stock Ownership Plan (ESOP)
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    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 ... View Full Profile

    Employees
    28
    Lives Serviced
    32,000
    Funding
    7.5M Seed Round
    Minimum Group Size
    No Minimum
    Features
    3rd Party Integrations
    Responsive Design
    SSAE 18 / SOC Audit(s) Performed
    Top Offerings
    401(k) Plan
    403(b) Plan
    Profit Sharing Plan
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    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 ... View Full Profile

    Employees
    Not Provided
    Lives Serviced
    Not Provided
    Funding
    Minimum Group Size
    500000 eligible
    Features
    Android Native Application
    iOS Native Application
    Responsive Design
    Top Offerings
    401(k) Plan
    Investment Management
    Retirement Plan Consulting
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    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 ... View Full Profile

    Employees
    Not Provided
    Lives Serviced
    175,000
    Funding
    Minimum Group Size
    No Minimum
    Features
    Responsive Design
    Top Offerings
    401(k) Plan
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -

    FAQs

    What is Investment Management?

    Investment management refers to the professional management of assets, such as stocks, bonds, real estate, and other securities, with the goal of achieving optimal returns for investors while managing risks.


    What is an Investment Management Firm?

    An investment management firm is a company that provides professional services to help investors achieve their financial goals through the management of different securities and assets.


    Are Investment Management Fees Tax Deductible?

    Investment management fees are no longer tax-deductible. However, it is advised to consult with a tax professional for specific details and eligibility for income tax deductions.