Investment Management Companies

Investment management companies handle the financial assets and other investments of their clients.
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Product Info
Company Overview

Founded

1988

Employees

24,809

Funding Summary

220M Post-IPO Equity

Clients Your Size Clients Your Size

Clients size is Locked

About BlackRock

BlackRock is an asset manager, with roughly $11+ trillion in assets under management. Founded in 1988, it provides investment management services to institutions and individuals worldwide, spanning equities, fixed income, alternatives, multi-asset, and cash strategies. Its iShares brand is a global ETF provider, and its mutual fund and index fund lineup, including the LifePath target-date fund series, is embedded as a default investment option within employer-sponsored 401(k) and defined contribution retirement plans. BlackRock also offers Aladdin, a risk-management and portfolio technology platform. While not a benefits administrator or plan recordkeeper, employers commonly select BlackRock funds as the underlying investment lineup... Show More
Product Info
Company Overview

Founded

1978

Employees

100

Funding Summary

40M Series F

Clients Your Size Clients Your Size

Clients size is Locked

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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Product Info
Company Overview

Founded

1971

Employees

21

Funding Summary

Clients Your Size Clients Your Size

Clients size is Locked

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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Product Info
Company Overview

Founded

1784

Employees

47,373

Funding Summary

440M Series C

Clients Your Size Clients Your Size

Clients size is Locked

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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Product Info
Company Overview

Founded

2010

Employees

4,587

Funding Summary

None

Clients Your Size Clients Your Size

Clients size is Locked

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
Product Info
Company Overview

Founded

1931

Employees

8,745

Funding Summary

268M Series E

Clients Your Size Clients Your Size

Clients size is Locked

About Capital Group

Capital Group, home of American Funds, is one of the world's largest and oldest investment management organizations, founded in 1931 and headquartered in Los Angeles. It manages over $3 trillion in equity and fixed income assets for individual and institutional investors worldwide. For employers, Capital Group offers 401(k), 403(b), and employer-sponsored IRA programs. Its RecordkeeperDirect platform serves smaller businesses with low-cost recordkeeping and American Funds investment options administered through third-party administrators, while PlanPremier serves larger plans with access to hundreds of funds. As of mid-2025, Capital Group reported roughly $122 billion in recordkeeping assets under management across about 58,000 RecordkeeperDirect... Show More
Product Info

Min. Group Size

1 eligible

Lives Serviced

-

Average Cost

Average Cost is Locked

30 RFI Questions Get access to vendor answered question RFIs.

RFI questions number is Locked

12 Specific Questions Specific Questions

Lock

Product Features

✓

Investment online portal

✓

Accounting integration

✓

Investment records management

✓

Market data aggregation

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
Product Info
Company Overview

Founded

1983

Employees

113

Funding Summary

Not Provided

Clients Your Size Clients Your Size

Clients size is Locked

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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Product Info
Company Overview

Founded

1992

Employees

200

Funding Summary

Not Provided

Clients Your Size Clients Your Size

Clients size is Locked

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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Product Info
Company Overview

Founded

1922

Employees

0

Funding Summary

Clients Your Size Clients Your Size

Clients size is Locked

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
Product Info
Company Overview

Founded

1879

Employees

20,000

Funding Summary

33.5M Series C

Clients Your Size Clients Your Size

Clients size is Locked

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...
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Product Info
Company Overview

Founded

2018

Employees

28

Funding Summary

7.5M Seed Round

Clients Your Size Clients Your Size

Clients size is Locked

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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Product Info
Company Overview

Founded

1967

Employees

4,500

Funding Summary

153M Series D

Clients Your Size Clients Your Size

Clients size is Locked

About AllianceBernstein

AllianceBernstein (AB) is a global investment-management and research firm serving institutional investors, high-net-worth individuals, and retail clients worldwide. AB manages approximately $867 billion in assets across equities, fixed income, multi-asset, and alternative strategies, employing more than 500 investment professionals across 20+ countries. For the retirement plan market, AB provides in-plan investment options such as SMARTPath target-date retirement funds and the Lifetime Income Strategy, a target-date solution incorporating a Secure Income Portfolio that delivers guaranteed lifetime income to defined contribution plan participants. Headquartered in Nashville, Tennessee (relocated from New York in 2021), AllianceBernstein traces its roots to Sanford C. Bernstein &... Show More
Product Info
Company Overview

Founded

1981

Employees

0

Funding Summary

None

Clients Your Size Clients Your Size

Clients size is Locked

About Dimensional Fund Advisors

Dimensional Fund Advisors is a global investment management firm headquartered in Austin, Texas, founded in 1981 by David Booth, Rex Sinquefield, and Larry Klotz. The firm translates academic financial research into practical investment strategies, offering mutual funds, ETFs, and separately managed accounts globally. Dimensional manages approximately $1 trillion in assets. Relevant to the HR/benefits marketplace, Dimensional funds are available as investment options within employer-sponsored retirement plans, variable annuities, 529 college savings plans, and HSAs, including a Target Date Retirement Income Fund series designed as a QDIA for 401(k) plan sponsors. Show More
Product Info
Company Overview

Founded

1947

Employees

5,001

Funding Summary

None

Clients Your Size Clients Your Size

Clients size is Locked

About Franklin Templeton

Franklin Templeton is a global investment management organization founded in 1947 in New York. Operating under brands including Franklin, Templeton, and various acquired asset managers, the firm offers mutual funds, ETFs, separately managed accounts, and retirement plan investment products, serving individual investors, financial advisors, and institutional clients including employer-sponsored retirement plans (401(k)/403(b) investment options). Headquartered in San Mateo, California, the firm is publicly traded (NYSE: BEN). Show More
Product Info
Company Overview

Founded

1983

Employees

290

Funding Summary

Not Provided

Clients Your Size Clients Your Size

Clients size is Locked

About GAM Investments

GAM Investments (GAM Holding AG), founded in 1983 in Zurich as Global Asset Management, is an independent asset manager serving institutions, wholesale intermediaries, financial advisers, and private investors. Listed on the SIX Swiss Exchange since 2009, it operates in 15 countries managing roughly CHF 12.7 billion in assets, also providing private-labelling/outsourcing services for third-party asset managers. Show More
Product Info
Company Overview

Founded

1929

Employees

830

Funding Summary

None

Clients Your Size Clients Your Size

Clients size is Locked

About Lord, Abbett & Co. LLC

Lord, Abbett & Co. LLC is an independent, privately-held investment management firm headquartered in Jersey City, New Jersey, founded in 1929, with roughly $270 billion in regulatory assets under management. Its institutional business provides discretionary and non-discretionary investment advice to U.S. and non-U.S. retirement and benefit plans, corporations, public funds, foundations, endowments, unions, insurance companies, and other institutions, including retirement plan investment solutions used within 401(k) and other defined contribution plans. Show More
Product Info
Company Overview

Founded

2008

Employees

620

Funding Summary

160M Series F

Clients Your Size Clients Your Size

Clients size is Locked

About Betterment

Founded in 2008, Betterment is a digital investment and financial planning company credited with pioneering the robo-advisor model. Its consumer platform provides automated portfolio management, tax-loss harvesting, IRAs, and checking/cash accounts. Through Betterment at Work, extends technology to employers, offering low-cost 401(k) plans with automated investing, Safe Harbor designs, and financial wellness perks. Also serves independent financial advisors through Betterment Advisor Solutions. Raised $435M+ total venture funding, reaching ~$1.3B valuation. Show More
Product Info
Company Overview

Founded

1974

Employees

98

Funding Summary

Not Provided

Clients Your Size Clients Your Size

Clients size is Locked

About Boston Trust Walden Company

Boston Trust Walden Company is an independent, employee-owned investment management firm based in Boston, managing roughly $16 billion in assets for institutional investors, endowments, foundations, retirement plans, and private wealth clients. Formed in 1974 as the investment and trust division of United States Trust Company of Boston, the firm became fully independent and employee-owned in 2004, adopting its current name in 2019. The firm specializes in actively managed multi-asset and equity strategies emphasizing ESG investing, and offers investment vehicles for qualified retirement plans alongside fiduciary and wealth advisory services. Show More
Product Info
Company Overview

Founded

1930

Employees

0

Funding Summary

Not Provided

Clients Your Size Clients Your Size

Clients size is Locked

About Dodge & Cox

Dodge & Cox is an independent, employee-owned investment management firm headquartered in San Francisco, California. Founded in 1930, investment management is its sole line of business, offering U.S., global, and international equity, fixed income, and balanced account strategies through its family of mutual funds. These funds are widely used as investment options within employer-sponsored retirement plans (401(k)s) and IRAs, making the firm relevant to HR/benefits contexts as an underlying investment manager rather than a plan administrator or recordkeeper. Show More

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Frequently Asked Questions

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.

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