Top Investment Management Startups in 2027

CB Insights fuses machine learning, algorithms, data and visualizations together to help large enterprises ask, answer and articulate compelling answers to difficult questions - about growth, about competition and about the markets and technologies of the future. Our machine learning technology mines vast numbers of unstructured documents such as patents, earnings calls, news articles, company websites, regulatory filings, social media and more to derive insights into the future of the global economy.

We help you grow your money. Invest your spare change and grow from there. We'll help you invest, save and spend responsibly for just $1, $2 or $3 per month. No surprise fees, just surprise upgrades. Set aside the leftover change from everyday purchases by turning on automatic Roundups. Get ready for later in life using Acorns Later, the easiest way to save for retirement. Learn how to get more from your money with easy-to-understand articles and videos from financial experts.

Addepar is a wealth management platform that specializes in data aggregation, analytics and reporting for even the most complex investment portfolios. The company’s platform aggregates portfolio, market, and client data all in one place. It provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions. Addepar works with hundreds of leading financial advisors, family offices, and large financial institutions that manage over $1.3 trillion of assets on the company’s platform. In 2018, Addepar was named as a Forbes Fintech 50 and received Morgan Stanley’s Fintech Award for making a significant impact on the firm’s mission of continuous innovation. Addepar is headquartered in Silicon Valley and has offices in New York City, Chicago, and Salt Lake City.

In 2012, our five entrepreneurs asked themselves "why is it easier to get unbiased information about a $100 hotel room than a $100,000 piece of software?" The next day, we founded G2. We’ve published 3,006,600+ reviews that are helping millions of businesses make better buying decisions .We’ve raised $100M to change the way businesses research, buy, and manage their software and services. We serve every buyer and seller of tech and services in the world. We provide unique, authentic peer advice in real time. Our culture code is "PEAK", which stands for "Performance ", Entrepreneurship", "Authenticity", and "Kindness". By capturing our collective wisdom, we will make purchasing business technology as easy as buying consumer products.

Founded in 2021, Equi is a tech-driven global multi-manager hedge fund platform that offers investors access to absolute return strategies, uncorrelated to public markets. By combining Wall Street expertise with Silicon Valley innovation, we partner with small to mid-sized portfolio managers across multiple asset classes to deliver highly differentiated, alpha-oriented, and low-beta strategies for sustainable returns. Equi redefines alternative investments with a fresh, forward-looking approach. Our mission is to unlock value by finding under-the-radar opportunities that others overlook. With a deep understanding of niche markets, we deliver true diversification through uncorrelated return drivers, helping clients source alpha beyond the obvious.

NAI Northern California is the full-service outpost of NAI Global, the world’s largest network of commercial real estate brokers. With three offices in San Francisco, Oakland, and San Jose, we lead commercial real estate investments throughout the Bay Area, across Northern California, and around the country and the world thanks to the far-reaching NAI platform. Here locally, our team delivers CRE services with a heightened awareness of the technology that drives our region. Our advisors are the most tech-empowered of any under the NAI brand, maximizing the value we create for our clients, the industry, and our community. But we share more than just the tech of our neighbors. We share a mindset. Here it’s not enough to just be aware of what is. We’re also keenly focused on what could be. In Northern California, entrepreneurial thinking is habitual, and it’s a built-in mentality that we bring to every transaction. Since our founding in 2004, we’ve lived through booms and busts, recessions and crises, technological and social upheaval, and have continued to grow year after year. We credit our growth to our diverse client base and the practice of solving every real estate challenge they can present. The Bay Area attracts the entire world, and with this comes countless experiences, backstories, and points of view. Our clients give us the perspective to see a path through any challenge. Our three offices have us surrounding the Bay, and we are annually recognized as a Top-10 CRE Firm by the San Francisco Business Times and the East Bay Business Times. We employ more than 70 people organized into lean mutually-supportive divisions, offering the following services: Acquisitions, Dispositions, Leasing & Subleasing, Marketing Services, Market Research, Property Management, Landlord Representation, Tenant Representation, User Purchases, Build-to-Suit, Site Analysis/Due Diligence, Sale/Leaseback, Consulting & Planning, Receivership & REO, Disposition, and more.

Betterment is the largest independent online financial advisor with more than $20 billion in assets under management. The service is designed to help increase customers’ long-term returns and lower taxes for retirement planning, building wealth, and other financial goals. Betterment takes advanced investment strategies and uses technology to deliver them to more than 480,000 customers across its three business lines: direct-to-consumer, Betterment for Advisors, and Betterment for Business. Learn more.

BitGo provides the most secure and scalable wallet solutions for the digital asset economy, offering regulated custody, staking and trading, and core infrastructure to investors and builders alike. Founded in 2013, BitGo pioneered the multi-signature wallet and is the first digital asset company to focus exclusively on serving institutional clients. In 2018, it launched BitGo Trust Company, the first qualified custodian purpose-built for storing digital assets and established BitGo New York Trust in 2021. In 2022, BitGo launched institutional-grade DeFi, NFT and web3 services. BitGo secures approximately 20% of all on-chain Bitcoin transactions by value and supports more than 700 digital assets within its platform. BitGo provides the security and operational backbone for more than 1500 institutional clients in 50 countries, including many regulated entities and the world’s top cryptocurrency exchanges and platforms. For more information, please visit bitgo.com

Strata is a tech-enabled real estate investment platform that pioneered fractional investing in pre-leased, Grade-A commercial properties such as office spaces, warehouses, and industrial assets. With over ₹3,000 crore in assets under management (AUM) and a strong community of 4,500 investors, Strata is India’s leading platform for fractional ownership in commercial real estate. Over the past two years, it has successfully provided investor exits exceeding ₹140 crore. By sourcing high-quality commercial assets and offering them through a seamless online platform, Strata has democratized access to commercial real estate (CRE) investments while bringing transparency and simplicity through its data-driven asset selection process and single-window execution.

Wealth management is a massive industry in the US ($545 billion annual revenue) but remains an archaic and inefficient industry with low technology penetration. 75% of financial advisors do not offer any digital communication beyond emails and 62% of them conduct financial planning manually (for example, in Excel), resulting in a poor client experience and over 70% of a financial advisor’s time spent on non-client facing tasks. Savvy is a digital-first platform for financial advisors centered around modernizing human financial advice. Financial advisors who partner with Savvy leverage the integrated technology platform to help supercharge growth with AI-powered software, sales and marketing automation, and back office workflows. Savvy’s proprietary technology empowers financial advisors to help scale revenue faster and spend more time focused on growth. We are a team of former founders and operators who have started and sold two companies and have helped build iconic companies like Airbnb, Square, Robinhood, Facebook, and more. We’ve raised over $18M from top-tier VC firms, including Index Ventures, Thrive Capital, and a panel of A-list executives from the wealth management industry.