This article showcases our top picks for the best Dallas 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 Dallas Asset Management Startups
Data sourced from Crunchbase and SemRush.
Swiss Select Advisors
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Swiss Select Advisors is an asset management firm that offers investment strategies for companies.
Revere Asset Management
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Revere Asset Management offers services for risk management, investment, tax, retirement and education.
Land Mark Funding
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Land Mark Funding offers working capital solutions and provide asset based
Wilbow
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Wilbow develops property in its own right and partners with developers and investors, providing them with debt funding solutions.
One Star Minerals
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One Star Minerals is an investment company that specializes in the acquisition of mineral rights, oil, gas and non-participating royalties.
Citizens Capital Corp
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Citizens Capital Corp engages in the acquisition and development of assets and businesses.
Y+A
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Y+A is a real estate brokerage and lifestyle company that provides development and residential leasing.
InteractiveFunds
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MutualMinds.com was developed and is run by InteractiveFunds, a technology and services company.
Kodiak Capital Advisors
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Kodiak Capital Advisors is a real estate agency that focuses on asset management, real estate investment, and property management services.
Worth Asset Management
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Worth Asset Management is an asset & investment management and financial advisory service provider company.
PNL
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PNL is a financial company that provides asset management and mortgage services for organizations.
RWR Investments
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RWR Investments provides risk management, due diligence, asset allocation, private investments, asset management and taxation services.
American Retirement Income Solutions
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American Retirement Income Solutions offers investment strategies, risk management, annuities, insurance, and asset protection services.
Clare Market Investments
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Clare Market Investments provides financial planning, business valuation, asset management, business forecasting and advisory services.
The Fig Group
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The Fig Group is a financial firm that specializes in global equity executions and options overlay management.
Oxford Enterprises
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Oxford Enterprises is a real estate company that offers investment management, real estate development, and asset management services.
More2 Wealth
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More2 Wealth is an investment advisory firm that specializes in wealth advisory services that include retirement, and tax planning.
Enanna Equity Partners
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Enanna Equity Partners is an asset management firm.
GS Wealth Management
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GS Wealth Management provides financial services.
Oakview Capital Management
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Oakview Capital Management is an investment company that provides financial planning and management services.
Attacca International
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Attacca International is an financial firm that specializes in strategic corporate development and advisory services.
HMH Capital Group
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HMH Capital Group is an asset management company that provides site selection and development, project management, and advisory services.
Orox Capital Management
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Orox Capital Management provides investment advisory services for special situations, distressed debt, bankruptcy and reorganizations.
Wellington Realty
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Wellington Realty is a real estate firm that offers asset management, investment sales, project leasing and property management services.
Cohesion Wealth Advisors
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Cohesion Wealth Advisors specializes in asset protection, retirement planning, investment management, and tax consulting services.
Turtle Creek Management
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Turtle Creek Management specializes in investment management, financial planning, estate administration and asset management services.
Gerald L. Ray & Associates
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Gerald L. Ray & Associates is an investment advisory firm that offers equity, balanced & fixed income accounts with an investment.
Contender Energy Partners
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Contender Energy Partners is a capital firm that offers investment strategy & asset management services to the oil, gas & energy industries.
Penn Davis McFarland
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Penn Davis McFarland provides discretionary asset management, equity and fixed income investments service.
Monticello Asset Management
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Monticello Asset Management specializes in property tax Consulting, resident retention, leasing and property management services.
Water Oaks Capital
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Water Oaks Capital is a financial service provider that focuses on capital preservation by investing in businesses.
HighGround Advisors
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HighGround Advisors provides asset management, investment, and account support services.
Patton Wealth Advisors
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Patton Wealth Advisors offers tailored investment management, advisory, wealth planning, and company retirement planning services.
ngDesk
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ngDesk is a cloud business software that provides asset management, CRM, marketing, and ticketing services.
Sloan Investment Management
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Sloan Investment Management is a financial advisory firm that offers portfolio strategies, risk mitigation, and asset allocation services.
Capstone Wireless
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Capstone Wireless provides mobile asset management, IoT, VoIP, and photogrammetry services for the healthcare, hotel, and education sectors.
Rosebriar Properties
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Rosebriar Properties is a real estate firm that offers real estate investment and asset management services.
The Cantrell Company
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The Cantrell Company is a real estate firm that offers acquisitions, real estate brokerage, tax consulting and asset management services.
Catalyst Equity Partners
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Catalyst Equity Partners is a real estate company. It is a privately held real estate investment firm.
Sueing Investments
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Sueing Investments is an advisory firm that provides cash flow analysis, insurance, estate & income planning and asset management services.
Sparkfive
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Sparkfive is a digital asset management platform that helps marketing teams create, organize, and distribute their creative assets.
Taylor Stephens
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Taylor Stephens specializes in financial and estate planning, risk, investment, and cash management services.
Regan Capital
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Regan Capital is an investment adviser that focuses on capital preservation and competitive risk-adjusted returns.
Focus Service Group
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Focus Service Group focuses on real estate development, real estate investment, construction management and asset management services.
Abby Development
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Abby Development provides ground-up development, construction, and asset management services.
South Oxford Management
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South Oxford Management is a real estate agency that offers leasing, asset preservation and property management solutions to its clients.
Crescent Securities Group
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Crescent Securities Group is a financial management firm that provides broker-dealer and asset management services.
Warrington Asset Management
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Warrington Asset Management specializes in providing various investment strategies for its clients to manage the assets.
Castlewood Capital Partners
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Castlewood Capital Partners is a value-oriented investor and advisor in public and private equity markets.
USGT Investors
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USGT Investors offers business incubator, strategic research, international stock exchange, asset management & project investment services.
Moyes & Co
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Moyes & Co renders transaction management, corporate asset valuations, investment advice, arbitration, deal scoping and litigation services.
Titanium Exploration Partners
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Titanium Exploration Partners is an investment advisory firm that specializes in oil and gas asset management, and acquisitions services.
Winchester Carlisle Companies
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Winchester Carlisle Companies offers real estate, asset management, financial, consulting and property management services.
Ricchi Group
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Ricchi Group is a real estate agency that specializes property management, office space, retail developments and asset management.
Newcastle Partners
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Newcastle Partners is a San Francisco based, full- service real estate investment, development, and asset management company.
Waterford Capital Inc
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Waterford Capital specializes in certain investment banking activities and customized asset management programs for families, foundations.
Cushing Asset Management
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Cushing Asset Management offers investment products in the master limited partnership (“MLP”) and energy infrastructure markets.
WindMass Capital
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WindMass Capital is a real estate investment and property development firm that focuses on private commercial real estate opportunities.
iStick Capital Management
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iStick Capital Management specializes in portfolio management, production and investment of oil and gas.
Lantern Asset Management
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Lantern is a merchant bank providing capital and counsel, they foster long-term value by partnering with management in helping companies.
Crescent Hill Capital
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Crescent Hill Capital specializes in the use of technology, artificial intelligence & biotech to identify new market opportunities for SMEs.
Verdad
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Verdad is an asset management firm that advises investors about the way markets work.
Nexpoint Residential Trust Inc
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NexPoint Residential Trust is an externally advised, REIT focused on the acquisition, asset management & disposition of assets.
Prescott Group
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Prescott Group is a privately owned, full service commercial real estate, asset management, investment, and operating company.
Montgomery Street Partners
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Montgomery Street Partners is a diversified commercial real estate investment firm.
Smith Group Asset Management
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Smith Group Asset Management is a high-quality investment management service in Dallas.
Fusion Capital Management
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Fusion Capital Management is a technology and asset management platform that provides financial services.
BankCap Partners
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BankCap Partners is a private equity firm specializing in seed, start-ups, and middle markets.
Fritz Duda Company
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Fritz Duda Company is a real estate investment firm that provides developments, property, asset management and investment services.
Kalterra Capital Partners
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Kalterra Capital Partners is a real estate firm that specializes in ground-up development and asset management services.
Woods Capital Management
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Woods Capital Management is a real estate firm that focuses on the acquisition and development of properties with asset management services.
Lee Financial
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Lee Financial is an independent wealth management firm that provides financial advisory and portfolio management services.
BG Development
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BG Development is a real estate firm that offers property management, real estate investment and asset development services.
Westdale Real Estate Investment and Management
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Westdale Real Estate Investment and Management is a real estate investment and management company.
Siepe
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Siepe is an Innovative provider of financial data management and IT solutions
Triumph Bancorp, Inc.
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Triumph Bancorp, Inc. is a financial holding company with a diversified line of community banking, commercial finance, and other ventures.
Suntex Marinas
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Suntex Marinas engages in the ownership and management of marina properties.
Westwood Holdings Group
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Westwood is a global investment management firm serving institutional investors, private wealth clients and financial intermediaries.
StreetLights Residential
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StreetLights Residential is a real estate company that provides property development, architecture, interior design and asset management.
Barrow, Hanley, Mewhinney & Strauss
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Barrow, Hanley, Mewhinney & Strauss offers investment strategies to global equities and US fixed income.
NVC Fund Trust
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NVC Fund Trust provides wealth management, investment banking, advisory, research, family office and asset management services.
Civitas Capital Group
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Civitas Capital Group focuses on Alternative Investments, EB-5 Capital, and Development.
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