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8 Top Asset Management Startups & Projects (San Mateo)

This article showcases our top picks for the best San Mateo 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 San Mateo Asset Management Startups

Data sourced from Crunchbase and SemRush.

Grealish Investment Counseling

Grealish Investment Counseling

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Grealish Investment Counseling offers asset allocation, retirement planning, portfolio analysis and employee counseling services.

JB Matteson

JB Matteson

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JB Matteson is a real estate firm that specializes in tax-deferred, property investments, asset management and joint ventures.

JB Matteson

AMS Capital Management

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AMS Capital Management is an investment advisor that provides services of portfolio management, financial planning, and pension consulting.

JB Matteson

Summit Financial Advisors

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Summit Financial Advisors provides financial planning, asset management and wealth management system related services.

JB Matteson

Fuller & Thaler Asset Management

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Fuller & Thaler Asset Management is an investment management company based in San Mateo.

JB Matteson

Haystack Technologies

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The longest range, lowest power GPS asset tracking and connectivity

JB Matteson

AUM13F

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AUM13F is a web portal to tack top asset managers, hedge funds, private equity firms, and real estate investment trusts.

JB Matteson

Bullet Point Network, L.P.

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We connect stories to statistics to help managers be more strategic.

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