Top 20 Investment Management Companies in Miami

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Below is the list of Top 20 Investment Management Companies in Miami ranked based on company size, client reviews, services, and awards.

Investment Management Companies in Miami

1. Greytown Advisors, Inc.

Industry: Investment Management

Location: Miami, Florida

Website: greytownadvisors.com

Company Founded: 2012

Company Size: 1-10

Company Address: 801 Brickell Avenue, Miami, Florida, United States

Greytown Advisors, Inc. Contact Details

Name Title LinkedIn Phone Email
Catalina Rey Chief Compliance Officer
Wayne Perkins Managing Director
Requires/Intent
Public Relations
HR & Payroll Services
AI-Powered Financial Forecasting
Cybersecurity Solutions
and more

2. I Squared Capital

Industry: Investment Management

Location: Miami, Florida

Website: isquaredcapital.com

Company Founded: 2012

Company Size: 51-200

Company Address: 600 Brickell Avenue, Miami, Florida, United States

I Squared Capital Contact Details

Name Title LinkedIn Phone Email
Lisa Dobrinsky Manager, Carried Interest Plans
Ben Shepard Manager
Requires/Intent
Customer Relationship Management
High-Frequency Trading Solutions
AI-Powered Financial Forecasting
Accounting
and more

3. Helix Capital Group

Industry: Investment Management

Location: Miami, Florida

Website: helixcapitalgroup.com

Company Founded: 2013

Company Size: 1-10

Helix Capital Group Contact Details

Name Title LinkedIn Phone Email
Elijah Sumorok Investor - Helix Capital Group
Requires/Intent
Accounting
SEO
AI Chatbots
and more

4. Lw Investment Management Usa, Llc

Industry: Investment Management

Location: Miami, Florida

Website: lwfunds.com

Company Size: 1-10

Lw Investment Management Usa, Llc Contact Details

Name Title LinkedIn Phone Email
Andreina Paoli Vice President Financial Analyst
Requires/Intent
Data Security
Hedge Fund Strategies
and more

5. One Legacy Capital

Industry: Investment Management

Location: Miami, Florida

Website: onelegacycapital.com

Company Founded: 2020

Company Size: 1-10

One Legacy Capital Contact Details

Name Title LinkedIn Phone Email
Sebastian Fernandez Analyst
Requires/Intent
Legal
Mobile App Development
and more

6. Potomac Fund Management, Inc.

Industry: Investment Management

Location: Miami, Florida

Website: potomacfund.com

Company Founded: 1987

Company Size: 1-10

Company Address: 777 Brickell Avenue, Miami, Florida, United States

Potomac Fund Management, Inc. Contact Details

Name Title LinkedIn Phone Email
Jennifer Burton Director Of Advisor Experience
Scott Friel Director Of National Accounts
Mark Palamaras Portfolio Manager
Karen Rees Office Administrator
Requires/Intent
Customer Relationship Management
Digital Asset & Cryptocurrency Investment
Data Security
FinTech Solutions For Investment Firms
Public Relations
and more

7. Dimension Capital Management

Industry: Investment Management

Location: Miami, Florida

Website: dimensioncapital.com

Company Founded: 1980

Company Size: 11-50

Company Address: 1221 Brickell Avenue, Miami, Florida, United States

Dimension Capital Management Contact Details

Name Title LinkedIn Phone Email
Albert Marques Chief Operating Officer
Requires/Intent
Institutional Asset Management
Branding
M&A Advisory
and more

8. Highguard Capital

Industry: Investment Management

Location: Miami, Florida

Website: highguardcap.com

Company Size: 1-10

Company Address: 1550 Brickell Avenue, Miami, Florida, United States

Highguard Capital Contact Details

Name Title LinkedIn Phone Email
Michael Williams Founder And Chief Information Officer
Requires/Intent
ESG Investing & Impact Analysis
Accounting
and more

9. Volta Global

Industry: Investment Management

Location: Miami, Florida

Website: voltaglobal.com

Company Size: 11-50

Volta Global Contact Details

Name Title LinkedIn Phone Email
Nicholas Milano Accounting Intern
Requires/Intent
IoT
IT Support
Hedge Fund Strategies
Web Development
M&A Advisory
and more

10. Universa Investments L.p.

Industry: Investment Management

Location: Miami, Florida

Website: universa.net

Company Founded: 2007

Company Size: 11-50

Company Address: 2601 South Bayshore Drive, Miami, Florida, United States

Universa Investments L.p. Contact Details

Name Title LinkedIn Phone Email
Yosell Driggs Application Developer And It Administrator
Requires/Intent
Web Development
Automation
Private Wealth Management
Digital Asset & Cryptocurrency Investment
Portfolio Management Solutions
and more

11. Concise Capital Management, Lp

Industry: Investment Management

Location: Miami, Florida

Website: concisecapital.com

Company Founded: 2004

Company Size: 11-50

Company Address: 1111 Brickell Avenue, Miami, Florida, United States

Concise Capital Management, Lp Contact Details

Name Title LinkedIn Phone Email
Danny Niederberger Operations Analyst
Requires/Intent
AI Chatbots
IoT
Financial Due Diligence
and more

12. Imaim Capital Llc

Industry: Investment Management

Location: Miami, Florida

Website: imaimcapital.com

Company Founded: 2010

Company Size: 1-10

Company Address: 655 West Flagler Street, Miami, Florida, United States

Imaim Capital Llc Contact Details

Name Title LinkedIn Phone Email
Cynthia Veliz Accounting Bookkeeper
Requires/Intent
IT Support
Market Research
Cloud Hosting
and more

13. Rtc Partners

Industry: Investment Management

Location: Miami, Florida

Website: rtcpartners.com

Company Size: 1-10

Rtc Partners Contact Details

Name Title LinkedIn Phone Email
Arslan Ryspekov Analyst
Requires/Intent
Web Development
SEO
Sales
Cloud Hosting
Technology
and more

14. Inca Investments, Llc

Industry: Investment Management

Location: Miami, Florida

Website: incainvestments.com

Company Founded: 2004

Company Size: 1-10

Company Address: 8950 Southwest 74th Court, Miami, Florida, United States

Inca Investments, Llc Contact Details

Name Title LinkedIn Phone Email
Alexander Alonso Investment Analyst Intern
Requires/Intent
IoT
Compliance & Risk Management
and more

15. Dij Properties

Industry: Investment Management

Location: Miami, Florida

Website: dijproperties.com

Company Size: 11-50

Company Address: 2600 South Douglas Road, Miami, Florida, United States

Dij Properties Contact Details

Name Title LinkedIn Phone Email
Joshua Stewart Regional Manager
Requires/Intent
SEO
IT Support
Business Expansion
Robo-Advisors & AI Trading
and more

16. Miami Quality Graphics

Industry: Investment Management

Location: Miami, Florida

Website: miamiquality.com

Company Size: 11-50

Company Address: 3705 Northwest 51st Street, Miami, Florida, United States

Miami Quality Graphics Contact Details

Name Title LinkedIn Phone Email
Alejandro Fernández Operador De Equipos En Miami Quality Graphics
Requires/Intent
Branding
AI
and more

17. Lustrous Metals, Llc

Industry: Investment Management

Location: Miami, Florida

Website: lustrousmetals.com

Company Size: 11-50

Company Address: 1001 Brickell Bay Drive, Miami, Florida, United States

Lustrous Metals, Llc Contact Details

Name Title LinkedIn Phone Email
Karl Johansson Account Executive At Lustrous Metals, Llc
Requires/Intent
Sales
Market Research
AI-Powered Financial Forecasting
IT Support
Tax Optimization For Investments
and more

18. Cape Management Global, Llc

Industry: Investment Management

Location: Miami, Florida

Website: capemanagementglobal.com

Company Size: 1-10

Company Address: 1221 Brickell Avenue, Miami, Florida, United States

Cape Management Global, Llc Contact Details

Name Title LinkedIn Phone Email
Pam Vermeulen Administrative Assistant
Requires/Intent
Branding
High-Frequency Trading Solutions
and more

19. Crystal Advisors

Industry: Investment Management

Location: Miami, Florida

Company Size: 11-50

Crystal Advisors Contact Details

Name Title LinkedIn Phone Email
Thelma Louise President
David Jones Manager
Requires/Intent
Tax Optimization For Investments
AI
Robo-Advisors & AI Trading
and more

20. Investment Solutions Group, Llc

Industry: Investment Management

Location: Miami, Florida

Website: investsolutionsgroup.com

Company Founded: 2012

Company Size: 1-10

Company Address: 2300 West 84th Street, Miami, Florida, United States

Investment Solutions Group, Llc Contact Details

Name Title LinkedIn Phone Email
Oscar Sanchez Real Estate Agent
Requires/Intent
Customer Relationship Management
Private Wealth Management
High-Frequency Trading Solutions
AI-Powered Financial Forecasting
and more
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Miami Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Catalina Rey Greytown Advisors, Inc. Chief Compliance Officer
2 Wayne Perkins Greytown Advisors, Inc. Managing Director
3 Lisa Dobrinsky I Squared Capital Manager, Carried Interest Plans
4 Ben Shepard I Squared Capital Manager
5 Elijah Sumorok Helix Capital Group Investor - Helix Capital Group
6 Andreina Paoli Lw Investment Management Usa, Llc Vice President Financial Analyst
7 Sebastian Fernandez One Legacy Capital Analyst
8 Jennifer Burton Potomac Fund Management, Inc. Director Of Advisor Experience
9 Scott Friel Potomac Fund Management, Inc. Director Of National Accounts
10 Mark Palamaras Potomac Fund Management, Inc. Portfolio Manager
11 Karen Rees Potomac Fund Management, Inc. Office Administrator
12 Albert Marques Dimension Capital Management Chief Operating Officer
13 Michael Williams Highguard Capital Founder And Chief Information Officer
14 Nicholas Milano Volta Global Accounting Intern
15 Yosell Driggs Universa Investments L.p. Application Developer And It Administrator
16 Danny Niederberger Concise Capital Management, Lp Operations Analyst
17 Cynthia Veliz Imaim Capital Llc Accounting Bookkeeper
18 Arslan Ryspekov Rtc Partners Analyst
19 Alexander Alonso Inca Investments, Llc Investment Analyst Intern
20 Joshua Stewart Dij Properties Regional Manager
21 Alejandro Fernández Miami Quality Graphics Operador De Equipos En Miami Quality Graphics
22 Karl Johansson Lustrous Metals, Llc Account Executive At Lustrous Metals, Llc
23 Pam Vermeulen Cape Management Global, Llc Administrative Assistant
24 Thelma Louise Crystal Advisors President
25 David Jones Crystal Advisors Manager
26 Oscar Sanchez Investment Solutions Group, Llc Real Estate Agent