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92 Top Asset Management Startups & Projects (Ohio)

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

Realty Dynamics Equity Partners

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Realty Dynamics Equity Partners offer access to inflation/recession-resistant investments.

Klopp Investment Management

Klopp Investment Management

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Klopp Investment Management specializes in portfolio management, risk management, wealth management, and asset management advisory services.

Klopp Investment Management

IS Development Group

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IS Development Group is a provider of project management and accounting services.

Klopp Investment Management

Harrison Wealth Management Group

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Harrison Wealth Management Group provides asset and financial management services.

Klopp Investment Management

CCF Advisors

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CCF Advisors offers extensive and personalized retirement, insurance, asset and investment management services with an unbiased approach.

Klopp Investment Management

Stopol Equipment Sales

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Stopol Equipment Sales is a retail and e-commerce service-based company.

Klopp Investment Management

Paradigm Institutional Investments

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Paradigm Institutional Investments provides asset management, investment strategy, consulting, and financial services.

Klopp Investment Management

Ancora Holdings Group

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Ancora Holdings Group expertise in mutual fund, financial, investment, equity, retirement planning, asset, and wealth management services.

Klopp Investment Management

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.

Klopp Investment Management

Eukles Wealth Management

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Eukles Wealth Management offers financial planning, retirement plan consulting, asset management, investment allocation & strategy services.

Klopp Investment Management

WELTY BUILDING COMPANY

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Welty Building Company provides construction management services for healthcare, commercial, and educational projects.

Klopp Investment Management

Vertice Capital Partners

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Vertice Capital Partners provides investment advisory, financial strategies, and asset management services.

Klopp Investment Management

The Elandra Group

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The Elandra Group specializes in acquisitions, dispositions, portfolio management, due diligence, investment, and asset management services.

Klopp Investment Management

Double Infinity

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Double Infinity offers digital based software asset management solutions.

Klopp Investment Management

MDH Investment Management

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MDH Investment Management offers a tailored portfolio management service that produces high ROI with minimal risk consistently.

Klopp Investment Management

Mediate Financial Service

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Mediate Financial Service provides retirement income, annuities, investments, life insurance, IRA, wealth, and asset management services.

Klopp Investment Management

On-Point Financial Services

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On-Point Financial Services offers insurance, employee benefits, estate planning, asset management, business & retirement planning services.

Klopp Investment Management

Croak Asset Management

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Croak Asset Management provides financial, education planning, investment management, retirement planning, and wealth management services.

Klopp Investment Management

Mercier’s

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Mercier’s is a provider of on-track railroad vegetation management and herbicide applications.

Klopp Investment Management

AssetDynamics Wealth Management

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AssetDynamics Wealth Management is a financial advisory firm that specializes in investment strategies and retirement planning services.

Klopp Investment Management

Transpere

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Information Technology Asset Solutions

Klopp Investment Management

The Wealth Advantage Group

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The Wealth Advantage Group provides asset management, investment management, and financial services.

Klopp Investment Management

SSD Financial

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SSD Financial offers business services like insurance advice, asset management, estate, income tax, financial and retirement planning.

Klopp Investment Management

Oak Associates Funds

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Oak Associates Funds offers equity investment advisor specializing in concentrated, low-turnover, long-term investing.

Klopp Investment Management

Paran Management

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Paran Management provides real estate services, property management, asset management, and consulting.

Klopp Investment Management

Gallagher Pool

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Gallagher Pool specializes in retirement, investment, estate, insurance, taxation, asset, and wealth management services.

Klopp Investment Management

Anytime Assets

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Anytime Assets is a cloud-based asset management system

Klopp Investment Management

Offenburger Capital Management

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Offenburger Capital Management offers asset allocation, taxation, risk management, retirement and estate planning services.

Klopp Investment Management

Legacy Strategic Asset Management

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Legacy Strategic Asset Management specializes in offering retirement planning, wealth management and consulting services.

Klopp Investment Management

Giltner & Associates

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Giltner & Associates offers investment management, retirement planning, insurance, financial planning, asset and wealth management services.

Klopp Investment Management

Methodist Foundation of Ohio

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Methodist Foundation of Ohio specializes in Church investments, scholarships, grants, stewardship, and generosity services.

Klopp Investment Management

First Fiduciary Investment Counsel

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First Fiduciary Investment Counsel is an advisor to both individual and institutional investors.

Klopp Investment Management

Falls Digital

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Falls Digital is an asset management consulting company.

Klopp Investment Management

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.

Klopp Investment Management

Auction Ohio

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Auction Ohio offers asset management and liquidation of real estate to personal properties through auctioneering.

Klopp Investment Management

Ascend Advisory Group

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Ascend Advisory Group is a financial consultancy that offers asset allocation, tax, wealth and estate planning strategies.

Klopp Investment Management

Demming Financial Services

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Demming Financial Services specializes in financial planning, investment advice, business consulting and asset management.

Klopp Investment Management

Northern Trace

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Northern Trace is an asset management company for commodities.

Klopp Investment Management

Financial Counseling

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Financial Counseling provides a full range of asset management, investment planning, taxation, budgeting, and business consulting services.

Klopp Investment Management

MPM Wealth Advisors

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MPM Wealth Advisors is an investment consulting firm that provides asset management, retirement and financial planning services.

Klopp Investment Management

Nottinghill Investment Advisers

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Nottinghill Investment Advisers specializes in portfolio management, advisory and equity strategy services to individuals and businesses.

Klopp Investment Management

CF Professional

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CF Professional offers accounting, payroll, investments, tax preparation and insurance services with a reliable and affordable approach.

Klopp Investment Management

Conservative Financial Solutions

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Conservative Financial Solutions provides retirement income strategies, asset protection strategies, and IRA legacy planning services.

Klopp Investment Management

Shaker Investments

Crunchbase Website Twitter Facebook Linkedin

Shaker Investments provides financial and asset management services.

Klopp Investment Management

IDR Investment Management

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IDR Investment Management provides institutional investors with an open architecture multi-manager investment platform.

Klopp Investment Management

Slagle Strategic Group

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Slagle Strategic Group provides financial services like tax preparation, quick books, financial reporting and investments.

Klopp Investment Management

Bradstreet & Company

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Bradstreet & Company is an accounting firm that offers taxation, asset management, retirement planning and real estate investment services.

Klopp Investment Management

Camcode

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Camcode is designing and manufacturing of durable pre-printed bar code labels, signs, and customized services for asset tracking.

Klopp Investment Management

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.

Klopp Investment Management

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.

Klopp Investment Management

Storey and Associates

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Storey and Associates provided financial planning and assets management services.

Klopp Investment Management

Stahlschmidt

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Stahlschmidt is a management consulting firm that specializes in asset management, supply chain management and trading services.

Klopp Investment Management

NAHT

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NAHT is a nonprofit LIHTC syndicator that provides housing development, asset management and financial advisory services.

Klopp Investment Management

Carey Color

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Carey Color is a technology communications firm that specializes in packaging, digital photography, asset management, and laser engraving.

Klopp Investment Management

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.

Klopp Investment Management

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.

Klopp Investment Management

Accolade Investment Advisory

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Accolade Investment Advisory provides asset-liability management, investment, strategic and loan advisory services.

Klopp Investment Management

NeighborWorks Toledo Region

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NeighborWorks Toledo Region is a nonprofit organization that offers business housing development and emergency rental assistance services.

Klopp Investment Management

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.

Klopp Investment Management

Baker Financial Group

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Baker Financial Group offers retirement planning, wealth management, succession planning, insurance, and deferred compensation services.

Klopp Investment Management

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.

Klopp Investment Management

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.

Klopp Investment Management

Integrity Asset Management

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Integrity Asset Management is an equity assets management company.

Klopp Investment Management

Generations Financial Group

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Generations Financial Group specializes in retirement income & tax strategies, legacy planning, life insurance & asset protection services.

Klopp Investment Management

Flashline

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Flashline delivered asset portfolio management solutions that provided enterprise-wide visibility into an organization’s software.

Klopp Investment Management

Pirhl

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Pirhl provides real estate development and construction services as well as offers general contractor and asset management services.

Klopp Investment Management

Value Recovery Group

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Value Recovery Group is a government consulting and asset management and recovery firm.

Klopp Investment Management

Transmap

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Transmap provides pavement management, asset inventory, GIS integration and sign management services to the transportation industry.

Klopp Investment Management

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.

Klopp Investment Management

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.

Klopp Investment Management

XLC Services

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XLC Services offers asset, labor and inventory management, logistics and supply chain solutions, warehousing and kitting services.

Klopp Investment Management

Marathon Financial Services

Crunchbase Website Twitter Facebook Linkedin

Marathon Financial Services provides a broad range of services such as asset management, retirement, investment and estates planning.

Klopp Investment Management

Cincinnati Crypto Fund

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Cincinnati Crypto Fund is a partnership that invests in digital assets and crypto assets token projects.

Klopp Investment Management

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.

Klopp Investment Management

Engineering Consultants Group, Inc.

Crunchbase Website Twitter Facebook Linkedin

ECG offers the OSIsoft community bolt-on, value-added application solutions and integration services.

Klopp Investment Management

Aware Innovations

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Aware Innovations is an asset tracking and inventory management firm.

Klopp Investment Management

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.

Klopp Investment Management

DayMet Credit Union

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DayMet Credit Union provides financial services such as loans, and investment & financial planning services.

Klopp Investment Management

Hills Properties

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Hills Properties renders property development, construction, acquisitions, asset management and tenant representation services.

Klopp Investment Management

Gryphon Financial Partners

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Gryphon Financial Partners provides financial planning, asset allocation, risk management, lending and wealth management services.

Klopp Investment Management

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.

Klopp Investment Management

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.

Klopp Investment Management

Stockipedia

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Financial and Investing Advice Company

Klopp Investment Management

Soaring Software Solutions

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Soaring Software Solutions, Inc. is the company that created and develops TCMax asset management software.

Klopp Investment Management

Intervention Point

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Intervention Point provides software as a service solution that empowers asset protection.

Klopp Investment Management

The Garland Company

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The Garland Company provides roofing and building envelope solutions for the commercial, industrial, and institutional markets.

Klopp Investment Management

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.

Klopp Investment Management

Truepoint Wealth Counsel

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Truepoint Wealth Counsel is a wealth management firm.

Klopp Investment Management

SPIDA Software

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SPIDA Software provides the utility a unified platform for the design, analysis and management of overhead distribution systems.

Klopp Investment Management

Exacter

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EXACTER®, Inc. is an Industrial Internet of Things (IIoT) company that focuses on electric utilities worldwide

Klopp Investment Management

Irth Solutions

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Irth Solutions provides productivity tools for the utility, energy, and telecom industries.

Klopp Investment Management

Victory Capital

Crunchbase Website Twitter Facebook Linkedin

Victory Capital is a multi-boutique asset manager with nine investment franchises, each with an independent approach.

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