This article showcases our top picks for the best Atlanta based Asset Management companies. These startups and companies are taking a variety of approaches to innovating the Asset Management industry, but are all exceptional companies well worth a follow.
We tried to pick companies across the size spectrum from cutting edge startups to established brands.
We selected these startups and companies for exceptional performance in one of these categories:
- Innovation
- Innovative ideas
- Innovative route to market
- Innovative product
- Growth
- Exceptional growth
- Exceptional growth strategy
- Management
- Societal impact
Top Atlanta Asset Management Startups
Data sourced from Crunchbase and SemRush.
Paul Manners & Associates
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Paul Manners & Associates renders portfolio management, research, trading functions, asset management and investment management services.
Lighthouse Wealth Management
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Lighthouse Wealth Management is an independent hybrid registered investment adviser.
Resource Asset Management
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Resource Asset Management provides college planning, trust accounts, estate planning, financial planning, and retirement planning services.
Astrop Advisory Corporation
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Astrop Advisory Corporation offers equity portfolios management and designs diversified asset allocation strategy services.
IServiceX
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IServiceX is an IT firm that specializes in strategic sourcing, web apps, procurement, cost and asset management services.
Orkin and Associates
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Orkin & Associates is a real estate investment and development company that offers a vast collection of office and land opportunities.
Atticus Wealth Management
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Atticus Wealth Management is an investment advisor, and financial services company.
The Moorings Group
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The Moorings Group is an asset management firm providing research-based portfolio management.
Dogwood Wealth Advisors
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Dogwood Wealth Advisors offers asset management, long-term care insurance, cash flow analysis, risk management, and tax management services.
Lamon and Stern
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Lamon and Stern is a financial service firm that offers asset management, equity investing, market evaluation, and risk management services.
Nortia Capital Partners
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Nortia Capital Partners provides capital and advisory services for management buyouts, recapitalizations.
Centennial Holding Company
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Centennial Holding Company is a real estate investment company that focuses on acquisition strategy, property, and asset management.
Pruiett Capital Partners
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Pruiett Capital Partners provides an array of loans, asset management, real estate investment, accounting, funding, & consulting services.
HT Group
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HT Group provides asset management and cannon design services.
Longline Holdings
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Longline Holdings is a financial services company.
HealthAmerica Realty Group
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HealthAmerica Realty Group is a commercial real estate agency that renders investment sales, asset development and management services.
Regency Capital Group
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Regency Capital Group specializes in financial risk control, tax strategy, estate planning, asset protection and wealth management services.
Optimum Strategies Group
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Optimum Strategies Group offers asset protection, tax planning, retirement planning, risk management, and estate planning services.
TrackIT System
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TrackIT System specializes in developing software for asset management.
Epic Community Impact Fund
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Epic Community Impact Fund offers asset and facility management, construction, development, special asset, leasing, and consulting services.
Haven Global Partners
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Haven Global Partners is an asset management firm that offers international equity investment and consulting solutions.
4M Capital Real Estate Investments
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4M Capital Real Estate Investments is a provider of commercial real estate investment firm.
Bay Point Advisors
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Bay Point Advisors is an investment firm that offers secured lending, asset management, renovation loan, and real estate financing services.
Waypoint Wealth Counsel
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Waypoint Wealth Counsel is a wealth management agency that offers investment management, retirement planning, tax and assets management.
Brand Properties
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Brand Properties is a real estate agency that deals with leasing, construction, redevelopment and property management services.
Brainworks Ventures
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BrainWorks Ventures is a venture development and asset management company focused on building a portfolio of high-growth business.
GLOBALT Investments
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GLOBALT Investments is an investment adviser offering advisory services to institutions and individuals.
Carlyle Wealth Management
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Carlyle Wealth Management renders investments, insurance, finance, retirement planning, asset allocation and succession planning services.
Tek Service Pros
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Tek Service Pros is an IT company that provides a wide range of IT solutions include cloud computing, data backup, email and networking.
Atlanta Capital
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Atlanta Capital is a consultancy that focuses on marketing, asset management and investment advisory services to its clients.
TriStar
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TriStar is a fiduciary firm investing in the commercial real estate sector.
Aurora Investment Counsel
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Aurora Investment Counsel is a financial firm that offers asset management & consulting services to promote market growth for organizations.
Crescent Wealth Advisory
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Crescent Wealth Advisory offers insurance consulting, trust administration, wealth transfer and strategic philanthropic planning services.
Montag & Caldwell
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Montag & Caldwell is an investment advisory firm that provides proprietary and time-tested investment strategies.
MDH Partners
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MDH Partners provides investment, acquisition, development and asset management services for commercial real estate.
Assertive Industries
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Assertive Industries provides asset management, property valuation, tax compliance, transportation, logistics and business advisory.
Bretwood Capital Partners
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Bretwood Capital Partners is a financial advisory firm that offers asset and investment management services.
Crawford Investment Counsel
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Crawford Investment Counsel is an investment firm that specializes in asset management for both private and institutional investors.
Hardball Capital
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Hardball Capital is an investment firm that has investments in sports asset such as minor baseball leagues, as well as entertainment arenas.
Investra Capital
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Investra Capital specializes in transaction, debt advisory, asset and property management, services for commercial real estate markets.
Oakbridge Partners
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Oakbridge Partners is a wealth management company that deals with income taxes, insurance, retirement and asset allocation services.
Asset Verification
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Asset Verification specializes in property assets inventory, deliverables and appraisal services for business and personal use.
Capstone Financial
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Capstone Financial delivers insurance, consulting, wealth management, financial planning, asset and risk management services.
Infinity Capital Partners
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Infinity Capital Partners provides tailored hedge funds investment strategies, asset management and wealth management advisory services.
Vedere Capital Group
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We invest in, empower, and grow healthcare, business services, and real estate companies that are effecting change in their industries.
Sylvan Road
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Sylvan Road is a company that focuses on asset management services, including construction and property management.
Proudfoot
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Proudfoot designs, implements, and accelerates operational and digital transformation through people.
Credo CFOs and CPAs
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Credo CFOs and CPAs is a financial services company that helps clients reach their financial goals.
MyMoneyEDU
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MyMoneyEDU is a financial education platform that helps people to improve their finances.
Ardent
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Ardent is a real estate company that provides debt financing, commercial asset management and residential development services.
Tellworks
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Tellworks is a logistics and asset management company focused on managing their customers complete equipment lifecycle.
Parago Software
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Conplete management solution for schools and districts
CF Real Estate Services
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CF Real Estate Services is a real estate and assets management company.
Panoramic Ventures
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Panoramic Ventures is a venture capital firm that places a focus on diverse founders and university startups.
ThingTech
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ThingTech is an enterprise asset intelligence IoT platform providing real-time visibility of high value assets, equipment, mobile workforce.
Incident IQ
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Incident IQ transforms the way school districts provide and manage services, including ITSM, ITAM and myriad digital workflows for K-12.
SOIL
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SOIL combines cleantech & IoT to develop products for on and offgrid consumers to enable power & connectivity everywhere.
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