Top Investment Management Startups in 2024

We started by providing smart, simple investing, without the high fees and account minimums associated with traditional investment management. We invest your money in a globally diversified portfolio of low-cost index funds, and our cutting-edge technology helps you earn the best possible return, while optimizing your tax bill. This means we do things like automatic rebalancing, dividend reinvesting, and tax loss harvesting — services that were only available to the ultra rich until now or that most people found too time-consuming and tedious to do on their own. Investing is just one part of your financial picture. So, we've introduced more ways to reach your goals and manage your money. High interest savings. Commission-free trading. And features — like automatically investing your spare change — that make it easier to save for your future. That's because we believe that everyone should have access to the tools they need to make smart financial choices.

Since 2013, the EquityZen marketplace has made it easy to buy and sell shares in private companies. EquityZen brings together investors and shareholders, providing liquidity to early shareholders and private market access to accredited investors with investment minimums as low as $10,000. By offering private market access through our funds, and with more than 35,000 private placements in over 400 private companies, EquityZen leads the way in delivering “Private Markets for the Public".

Global Atlantic Financial Group, through its subsidiaries, offers a broad range of retirement, life and reinsurance products designed to help our customers address financial challenges with confidence. A variety of options help Americans customize a strategy to fulfill their protection, accumulation, income, wealth transfer and end-of-life needs. In addition, Global Atlantic offers custom solutions and responsive service for the capital, risk and legacy-business management of life and annuity insurance companies around the world. Global Atlantic offers employees the unique opportunity to work in a fast-paced, collaborative and meritocratic working environment. The company’s unique entrepreneurial culture encourages all employees to assume significant levels of responsibility. Global Atlantic invests in its people because it believes they are critical to the long term success of its business.

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.

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 have created a platform that provides the tools required to complete a cross-border transaction. The tools we have built are proprietary built and have been created into a platform after successfully running our consultancy for two years. The tools aim to help users to quantify their FX exposures, compare and contrast potential strategies, execute these strategies at the best possible terms and report and upgrade on their chosen strategy.

Upwell Water supplies, treats, and manages water assets globally. We own operating and new build assets, partnering with solution providers to provide supply and treatment as a service to customers in need. Water scarcity, pollution, and aging infrastructure are among the greatest challenges of our time. Upwell Water is on the cutting edge of solutions and capital to enable a sustainable water future.

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.

Enabled by the open banking revolution, we aim to become the global leader for impact investing solutions designed for independent, DYI investors. We strive to develop truly innovative tools to empower our users to make optimal investment decisions. Our product is meeting considerable demand for portfolio management features that brokers fail to provide to their clients. Ziggma’s portfolio insights and optimization tools are designed to help our users own their best portfolios throughout their entire investing journey. Join us to make sustainable investing available to tens of millions of self-directed investors in the US and worldwide.

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.