This article showcases our top picks for the best Ohio 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 Ohio Asset Management Startups
Data sourced from Crunchbase and SemRush.
Realty Dynamics Equity Partners
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Realty Dynamics Equity Partners offer access to inflation/recession-resistant investments.
Klopp Investment Management
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Klopp Investment Management specializes in portfolio management, risk management, wealth management, and asset management advisory services.
IS Development Group
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IS Development Group is a provider of project management and accounting services.
Harrison Wealth Management Group
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Harrison Wealth Management Group provides asset and financial management services.
CCF Advisors
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CCF Advisors offers extensive and personalized retirement, insurance, asset and investment management services with an unbiased approach.
Stopol Equipment Sales
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Stopol Equipment Sales is a retail and e-commerce service-based company.
Paradigm Institutional Investments
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Paradigm Institutional Investments provides asset management, investment strategy, consulting, and financial services.
Ancora Holdings Group
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Ancora Holdings Group expertise in mutual fund, financial, investment, equity, retirement planning, asset, and wealth management services.
Davis Wealth Management
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Davis Wealth Management is a financial advisory firm that offers retirement planning, investment management, wealth and insurance services.
Eukles Wealth Management
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Eukles Wealth Management offers financial planning, retirement plan consulting, asset management, investment allocation & strategy services.
WELTY BUILDING COMPANY
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Welty Building Company provides construction management services for healthcare, commercial, and educational projects.
Vertice Capital Partners
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Vertice Capital Partners provides investment advisory, financial strategies, and asset management services.
The Elandra Group
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The Elandra Group specializes in acquisitions, dispositions, portfolio management, due diligence, investment, and asset management services.
Double Infinity
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Double Infinity offers digital based software asset management solutions.
MDH Investment Management
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MDH Investment Management offers a tailored portfolio management service that produces high ROI with minimal risk consistently.
Mediate Financial Service
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Mediate Financial Service provides retirement income, annuities, investments, life insurance, IRA, wealth, and asset management services.
On-Point Financial Services
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On-Point Financial Services offers insurance, employee benefits, estate planning, asset management, business & retirement planning services.
Croak Asset Management
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Croak Asset Management provides financial, education planning, investment management, retirement planning, and wealth management services.
Mercier’s
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Mercier’s is a provider of on-track railroad vegetation management and herbicide applications.
AssetDynamics Wealth Management
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AssetDynamics Wealth Management is a financial advisory firm that specializes in investment strategies and retirement planning services.
The Wealth Advantage Group
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The Wealth Advantage Group provides asset management, investment management, and financial services.
SSD Financial
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SSD Financial offers business services like insurance advice, asset management, estate, income tax, financial and retirement planning.
Oak Associates Funds
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Oak Associates Funds offers equity investment advisor specializing in concentrated, low-turnover, long-term investing.
Paran Management
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Paran Management provides real estate services, property management, asset management, and consulting.
Gallagher Pool
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Gallagher Pool specializes in retirement, investment, estate, insurance, taxation, asset, and wealth management services.
Anytime Assets
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Anytime Assets is a cloud-based asset management system
Offenburger Capital Management
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Offenburger Capital Management offers asset allocation, taxation, risk management, retirement and estate planning services.
Legacy Strategic Asset Management
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Legacy Strategic Asset Management specializes in offering retirement planning, wealth management and consulting services.
Giltner & Associates
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Giltner & Associates offers investment management, retirement planning, insurance, financial planning, asset and wealth management services.
Methodist Foundation of Ohio
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Methodist Foundation of Ohio specializes in Church investments, scholarships, grants, stewardship, and generosity services.
First Fiduciary Investment Counsel
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First Fiduciary Investment Counsel is an advisor to both individual and institutional investors.
Falls Digital
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Falls Digital is an asset management consulting company.
James Bart Leonardi
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James Bart Leonardi is a law firm which offers probate trust administration, probate litigation, and estate planning services.
Auction Ohio
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Auction Ohio offers asset management and liquidation of real estate to personal properties through auctioneering.
Ascend Advisory Group
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Ascend Advisory Group is a financial consultancy that offers asset allocation, tax, wealth and estate planning strategies.
Demming Financial Services
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Demming Financial Services specializes in financial planning, investment advice, business consulting and asset management.
Northern Trace
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Northern Trace is an asset management company for commodities.
Financial Counseling
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Financial Counseling provides a full range of asset management, investment planning, taxation, budgeting, and business consulting services.
MPM Wealth Advisors
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MPM Wealth Advisors is an investment consulting firm that provides asset management, retirement and financial planning services.
Nottinghill Investment Advisers
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Nottinghill Investment Advisers specializes in portfolio management, advisory and equity strategy services to individuals and businesses.
CF Professional
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CF Professional offers accounting, payroll, investments, tax preparation and insurance services with a reliable and affordable approach.
Conservative Financial Solutions
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Conservative Financial Solutions provides retirement income strategies, asset protection strategies, and IRA legacy planning services.
Shaker Investments
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Shaker Investments provides financial and asset management services.
IDR Investment Management
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IDR Investment Management provides institutional investors with an open architecture multi-manager investment platform.
Slagle Strategic Group
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Slagle Strategic Group provides financial services like tax preparation, quick books, financial reporting and investments.
Bradstreet & Company
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Bradstreet & Company is an accounting firm that offers taxation, asset management, retirement planning and real estate investment services.
Camcode
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Camcode is designing and manufacturing of durable pre-printed bar code labels, signs, and customized services for asset tracking.
Eagle Realty Group
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Eagle Realty Group offers a complete range of real estate debt and equity capital through construction and permanent loan products.
GR Financial Advisors
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GR Financial Advisors is an investment advisory firm with services in financial planning, asset management and tax preparation.
Storey and Associates
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Storey and Associates provided financial planning and assets management services.
Stahlschmidt
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Stahlschmidt is a management consulting firm that specializes in asset management, supply chain management and trading services.
NAHT
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NAHT is a nonprofit LIHTC syndicator that provides housing development, asset management and financial advisory services.
Carey Color
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Carey Color is a technology communications firm that specializes in packaging, digital photography, asset management, and laser engraving.
Steel Valley Homes
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Steel Valley Homes is a real estate brokerage firm that offers real estate sales, asset management, leasing, & property management services.
Winslow Asset Management
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Winslow Asset Management is an investment management company that invests in all-cap, small-cap core and balanced portfolios.
Accolade Investment Advisory
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Accolade Investment Advisory provides asset-liability management, investment, strategic and loan advisory services.
NeighborWorks Toledo Region
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NeighborWorks Toledo Region is a nonprofit organization that offers business housing development and emergency rental assistance services.
Elizabeth Park Capital Management
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Elizabeth Park Capital Management focuses on institutional investing, asset management, M&A, risk analysis and financial services.
Baker Financial Group
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Baker Financial Group offers retirement planning, wealth management, succession planning, insurance, and deferred compensation services.
On Now Digital
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On Now Digital delivers cloud-based software solutions to empower its customers to expanded insights with easier visualization.
Bratenahl Capital Partners
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Bratenahl Capital Partners is a private equity firm that offers a range of asset & investment management services for starting up projects.
Integrity Asset Management
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Integrity Asset Management is an equity assets management company.
Generations Financial Group
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Generations Financial Group specializes in retirement income & tax strategies, legacy planning, life insurance & asset protection services.
Flashline
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Flashline delivered asset portfolio management solutions that provided enterprise-wide visibility into an organization’s software.
Pirhl
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Pirhl provides real estate development and construction services as well as offers general contractor and asset management services.
Value Recovery Group
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Value Recovery Group is a government consulting and asset management and recovery firm.
Transmap
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Transmap provides pavement management, asset inventory, GIS integration and sign management services to the transportation industry.
Hixon Zuercher Capital Management
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Hixon Zuercher Capital Management offers asset and wealth management solutions that help clients achieve their dreams and financial goals.
Oxford Harriman & Company
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Oxford Harriman & Company is a financial management firm that implements and offers education, real estate & portfolio management services.
XLC Services
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XLC Services offers asset, labor and inventory management, logistics and supply chain solutions, warehousing and kitting services.
Marathon Financial Services
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Marathon Financial Services provides a broad range of services such as asset management, retirement, investment and estates planning.
Cincinnati Crypto Fund
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Cincinnati Crypto Fund is a partnership that invests in digital assets and crypto assets token projects.
The Gottlieb Organization
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TGO is a consulting agency that specializes in wealth & asset management, insurance, finance, risk management, and investment advisory.
Engineering Consultants Group, Inc.
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ECG offers the OSIsoft community bolt-on, value-added application solutions and integration services.
Aware Innovations
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Aware Innovations is an asset tracking and inventory management firm.
Cincinnati Asset Management
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Cincinnati Asset Management is an investment advisory firm that invests in US Corporate Bonds with a focus on high ROI, and diversification.
DayMet Credit Union
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DayMet Credit Union provides financial services such as loans, and investment & financial planning services.
Hills Properties
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Hills Properties renders property development, construction, acquisitions, asset management and tenant representation services.
Gryphon Financial Partners
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Gryphon Financial Partners provides financial planning, asset allocation, risk management, lending and wealth management services.
Rookwood Properties
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Rookwood Properties is a real state company that offers properties for rent and leases for both individual and commercial purposes.
The C.M. Paula Company
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The C M Paula Company is a holding company the offers venture capitalist services and investments in a range of business ventures.
Soaring Software Solutions
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Soaring Software Solutions, Inc. is the company that created and develops TCMax asset management software.
Intervention Point
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Intervention Point provides software as a service solution that empowers asset protection.
The Garland Company
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The Garland Company provides roofing and building envelope solutions for the commercial, industrial, and institutional markets.
e-Waste
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e-Waste offers a full suite of IT asset management and disposal services, including asset tracking and residual forecasting.
Truepoint Wealth Counsel
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Truepoint Wealth Counsel is a wealth management firm.
SPIDA Software
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SPIDA Software provides the utility a unified platform for the design, analysis and management of overhead distribution systems.
Exacter
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EXACTER®, Inc. is an Industrial Internet of Things (IIoT) company that focuses on electric utilities worldwide
Irth Solutions
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Irth Solutions provides productivity tools for the utility, energy, and telecom industries.
Victory Capital
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Victory Capital is a multi-boutique asset manager with nine investment franchises, each with an independent approach.
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