Investment Management Companies

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Investment Management Companies Q3  2022

Q3 September 2022: Winners

Top 0 Investment Management Companies

List of the top 0 Investment Management Companies in Shortlister as of September 2022, 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
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  • URAC Accredited
52 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
Not Provided
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
Not Provided
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
Not Provided
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
Not Provided
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
Not Provided
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

PIMCO

PIMCO is one of the world’s premier fixed income investment managers. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing. In the nearly 50 years since, we have worked ... View Full Profile

Employees
Not Provided
Lives Serviced
Not Provided
Funding
20M Series B
Minimum Group Size
No Minimum
Features
Top Offerings
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -

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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
- - -
Reviews pending
Full Reviews Breakdown

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
Not Provided
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
Not Provided
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
Not Provided
Lives Serviced
2,200,000
Funding
Minimum Group Size
No Minimum
Features
Android Native Application
GDPR Compliant
iOS Native Application
Top Offerings
Investment Management
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

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
Not Provided
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
- - -
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
Not Provided
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

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
- - -
Reviews pending
Full Reviews Breakdown

Pecunia

Pecunia serves small and medium size businesses promoting workplace wellbeing and productivity by providing workers access to a high quality, cost efficient retirement savings platform, democratizing 401(k) plans. Utilizing the pooled employer plan (PEP) model... View Full Profile

Employees
Not Provided
Lives Serviced
Not Provided
Funding
Not Provided
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Responsive Design
SSAE 18 / SOC Audit(s) Performed
Top Offerings
401(k) Plan
Investment Management
Retirement Plan Consulting
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
3.0 (2 reviews)
Full Reviews Breakdown

Willis Towers Watson

Willis Towers Watson (NASDAQ: WLTW ) is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, Willis Towers Watson has more than 45,000 employees serving more ... View Full Profile

Employees
41283
Lives Serviced
Not Provided
Funding
Not Provided
Minimum Group Size
No Minimum
Features
Top Offerings
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -