Top 75 Investment Management Startups And Companies in Washington

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Below is the list of Top 75 Investment Management Startups And Companies in Washington ranked based on company size, client reviews, services, and awards.

Investment Management Startups And Companies in Washington

1. Parametric

Industry: Investment Management

Location: Washington

Website: parametricportfolio.com

Company Founded: 1987

Company Size: 201-500

Company Address: 800 Fifth Avenue, Seattle, Washington, United States

Parametric Contact Details

Name Title LinkedIn Phone Email
Tyler Millican Investment Strategy Coordinator
Richard Wyant Lead Quality Engineer
Storm Baker Product Marketing Associate
Bryan Sandvig Director - Institutional Relationships
Patrick Persons Researcher | Mathematics Professor
Briton Wheeler Regional Representative
Yuepeng Li Portfolio Manager
Requires/Intent and 125 more Employees
Risk Management & Compliance
Public Relations
Cloud Hosting
Accounting
and more

2. Verus Investments

Industry: Investment Management

Location: Washington

Company Founded: 1986

Company Size: 51-200

Company Address: 999 Third Avenue, Seattle, Washington, United States

Verus Investments Contact Details

Name Title LinkedIn Phone Email
Robert Getzenberg Executive Vice President
David Bartels Program Manager
Joe Wilson Director Of It And Development
Kevin Gilbert Executive Vice President Corporate Development
Marianne Feeley Director - Traditional Assets
Abhijeet Singh Performance Analyst
John Teramana Senior Consultant
Requires/Intent and 27 more Employees
Private Wealth Management
ESG Investing & Impact Analysis
Sales
and more

3. Investors Capital Group

Industry: Investment Management

Location: Washington

Website: investorscapitalgroup.com

Company Founded: 2001

Company Size: 11-50

Company Address: 901 5th Avenue, Seattle, Washington, United States

Investors Capital Group Contact Details

Name Title LinkedIn Phone Email
Jack Goldberg Mergers And Acquisitions, Private Equity
Billy Brown Founder
Bret Halpin Research Analyst
Marc Schock Construction Manager
Mabel Jorgensen Marketing Consultant
Bruce Philbrick Financial Advisor
Requires/Intent
Technology
Market Research
Legal
AI-Based Credit Risk Assessment
Financial Management
and more

4. Harland Group

Industry: Investment Management

Location: Washington

Website: harlandgroup.com

Company Founded: 2004

Company Size: 1-10

Harland Group Contact Details

Name Title LinkedIn Phone Email
Michael Giles Founder And Chief Executive Officer
Requires/Intent
E-commerce Integration
Accounting
and more

5. Freestone Capital Management

Industry: Investment Management

Location: Washington

Website: freestonecapital.com

Company Founded: 1999

Company Size: 51-200

Company Address: 701 Fifth Avenue, Seattle, Washington, United States

Freestone Capital Management Contact Details

Name Title LinkedIn Phone Email
Andrew Erisman Partner - Client Advisor
Gary Furukawa Founder And Senior Partner
Pia Gillan Senior Associate - Wealth Management
Sean Gonzalez Associate
Jennifer Moreland Partner, Chief Financial Officer
Requires/Intent
Digital Marketing
High-Frequency Trading Solutions
Advertising
IPO Advisory
Accounting
and more

6. Empirical Wealth Management

Industry: Investment Management

Location: Washington

Website: empirical.net

Company Founded: 2010

Company Size: 11-50

Company Address: 1420 Fifth Avenue, Seattle, Washington, United States

Empirical Wealth Management Contact Details

Name Title LinkedIn Phone Email
Michael Coursolle Associate Financial Advisor
Taylor Wong Tax Manager
Cfaâ Michael Kelly Chief Investment Officer And Financial Advisor
Mark Umek Financial Advisor
Rebecca Morris Financial Advisor
Kyle Dodrill Associate Financial Advisor
Requires/Intent
Customer Relationship Management
HR & Payroll Services
Tax Optimization For Investments
AI-Powered Financial Forecasting
and more

7. Coldstream Wealth Management

Industry: Investment Management

Location: Washington

Website: coldstream.com

Company Founded: 1996

Company Size: 51-200

Company Address: 1 100th Avenue Northeast, Bellevue, Washington, United States

Coldstream Wealth Management Contact Details

Name Title LinkedIn Phone Email
Kurt Biederman Relationship Manager - Shareholder
Jeff Skall Business Development Manager
George Pierce Relationship Manager
Dan Figiliola Principal
Detlef Schrempf Director Of Business Development
Requires/Intent
Compliance & Risk Management
IT Support
FinTech Solutions For Investment Firms
and more

8. First Pacific Financial

Industry: Investment Management

Location: Washington

Website: fp-financial.com

Company Size: 11-50

Company Address: 610 Esther Street, Vancouver, Washington, United States

First Pacific Financial Contact Details

Name Title LinkedIn Phone Email
Harrison Hinz Financial Advisor
Jonathan Thomson Financial Advisor
Rafik Fouad Advisor At First Pacific Financial
Joanne Brouwer Portfolio Administrator
Chad White Director Of Technology
Requires/Intent
ERP Solutions
Technology
and more

9. Columbia Pacific Advisors, Llc

Industry: Investment Management

Location: Washington

Website: colpacadvisors.com

Company Founded: 2006

Company Size: 51-200

Columbia Pacific Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Rich Menti Senior Asset Manager
Danny Harley Manager
Courtney Gibson Investor Relations At Columbia Pacific Advisors, Llc
Parker Moore Intern
Requires/Intent
Advertising
Sales
Compliance & Risk Management
Global Market Trend Analysis
and more

10. The Pacific Financial Group, Inc.

Industry: Investment Management

Location: Washington

Website: tpfg.com

Company Founded: 1984

Company Size: 51-200

Company Address: 11624 Southeast 5th Street, Bellevue, Washington, United States

The Pacific Financial Group, Inc. Contact Details

Name Title LinkedIn Phone Email
Megan Meade Chief Executive Officer
Jeremy Roney Assistant Vice President
Suhn Kauh Operations Analyst
Michael Van Sant Director Of Wealth Management
Requires/Intent
CRM Systems
ESG Investing & Impact Analysis
HR & Payroll Services
and more

11. Capria

Industry: Investment Management

Location: Washington

Website: capria.vc

Company Founded: 2012

Company Size: 11-50

Company Address: 220 2nd Avenue, South Seattle, Washington, United States

Capria Contact Details

Name Title LinkedIn Phone Email
Eduardo Altamirano Investment Director
Requires/Intent
Technology
Public Relations
and more

12. Riverview Trust Company

Industry: Investment Management

Location: Washington

Website: riverviewtrust.com

Company Founded: 1998

Company Size: 11-50

Company Address: 900 Washington Street, Vancouver, Washington, United States

Riverview Trust Company Contact Details

Name Title LinkedIn Phone Email
Chris Cline President And Chief Executive Officer
Joline Ortiz Vice President, Senior Investment Officer
Maggie Traverso Svp, Private Wealth Director
Kristine Muleback Trust Officer
Chris Butler Chief Operations Officer
Terry Gee Senior Trust Operations Specialist
Requires/Intent
High-Frequency Trading Solutions
ERP Solutions
Branding
M&A Advisory
CRM Systems
and more

13. Baker Ellis Asset Management

Industry: Investment Management

Location: Washington

Website: bakerellisllc.com

Company Size: 1-10

Baker Ellis Asset Management Contact Details

Name Title LinkedIn Phone Email
Philip Bagdade Portfolio Manager
Jack Dukeminier Portfolio Manager
Jb Groh Analyst
Patricia Watson Operations Manager
Requires/Intent
M&A Advisory
Tax Optimization For Investments
ESG Investing & Impact Analysis
Smart Contracts For Investment
Accounting
and more

14. Rotella Capital Management

Industry: Investment Management

Location: Washington

Website: rotellacapital.com

Company Founded: 1995

Company Size: 11-50

Company Address: 800 Bellevue Way Northeast, Bellevue, Washington, United States

Rotella Capital Management Contact Details

Name Title LinkedIn Phone Email
Kelly Fetzer General Counsel
Raj Bhatia Chief Technology Officer At Rotella Capital Management
Jeff Zimniewicz Director - Trading Technology
Luciana Christensen Director Of Operations
Requires/Intent
IT Support
Digital Marketing
and more

15. Columbia Pacific Wealth Management

Industry: Investment Management

Location: Washington

Website: columbiapacificwm.com

Company Founded: 2011

Company Size: 11-50

Company Address: 1910 Fairview Avenue East, Seattle, Washington, United States

Columbia Pacific Wealth Management Contact Details

Name Title LinkedIn Phone Email
Matthew Kane Managing Director
Peder Schmitz Co-founder And Managing Partner
Noelle Farrand Investment Portfolio Administrator
Requires/Intent
HR & Payroll Services
IPO Advisory
and more

16. Sustainable Wealth Management

Industry: Investment Management

Location: Washington

Website: sustainablewealthmgt.com

Company Founded: 2004

Company Size: 1-10

Company Address: 300 East 17th Street, Vancouver, Washington, United States

Sustainable Wealth Management Contact Details

Name Title LinkedIn Phone Email
Justin Curtiss Financial Planner
Taylor Vilhauer Investment Consultant
Mara Masters Client Services
Requires/Intent
Business Expansion
Financial Due Diligence
FinTech Solutions For Investment Firms
Automation
AI-Powered Financial Forecasting
and more

17. Benchmark Plus Management Llc

Industry: Investment Management

Location: Washington

Website: bpfunds.com

Company Founded: 1998

Company Size: 11-50

Company Address: 820 A Street, Tacoma, Washington, United States

Benchmark Plus Management Llc Contact Details

Name Title LinkedIn Phone Email
Greg Eyerly Director, Business Development
Requires/Intent
HR & Payroll Services
M&A Advisory
Cybersecurity Solutions
and more

18. Paracle Advisors

Industry: Investment Management

Location: Washington

Website: paracle.com

Company Founded: 2004

Company Size: 11-50

Company Address: 7900 Southeast 28th Street, Mercer Island, Washington, United States

Paracle Advisors Contact Details

Name Title LinkedIn Phone Email
Anne Stonich Founder And Partner
Emma Walker Nc And Sc Broker And Realtor
Ashley Anderson Client Service Administrator
Robert Arbuckle President
Requires/Intent
High-Frequency Trading Solutions
Investor Relations & Reporting
Hedge Fund Strategies
Compliance & Risk Management
Global Market Trend Analysis
and more

19. Premier Partners Wealth Management

Industry: Investment Management

Location: Washington

Website: premierpartnerswm.com

Company Founded: 1980

Company Size: 1-10

Company Address: 818 West Riverside Avenue, Spokane, Washington, United States

Premier Partners Wealth Management Contact Details

Name Title LinkedIn Phone Email
Fred Cox President
Stacer Varga Wealth Advisor And Certified Financial Plannerâ
Requires/Intent
Customer Relationship Management
Data Security
Investor Relations & Reporting
Risk Management & Compliance
SEO
and more

20. Leader Capital Corp

Industry: Investment Management

Location: Washington

Website: leadercapital.com

Company Founded: 1997

Company Size: 1-10

Company Address: 315 West Mill Plain Boulevard, Vancouver, Washington, United States

Leader Capital Corp Contact Details

Name Title LinkedIn Phone Email
Brian Landwer Regional Vice President - Midwest
John Lekas President, Chief Executive Officer
Dennis Karnaukh Salesperson
Charlene Sweeney Operations Associate
Requires/Intent
Risk Management & Compliance
Advertising
Predictive Analytics
and more

21. Cornerstone Advisors, Inc. (bellevue, Wa)

Industry: Investment Management

Location: Washington

Website: buildbeyond.com

Company Founded: 1984

Company Size: 51-200

Company Address: 225 108th Avenue Northeast, Bellevue, Washington, United States

Cornerstone Advisors, Inc. (bellevue, Wa) Contact Details

Name Title LinkedIn Phone Email
John Canorro Managing Director, Operational Due Diligence
Emilie Padgett Client Management Associate
Requires/Intent
Hedge Fund Strategies
Digital Marketing
High-Frequency Trading Solutions
AI-Powered Financial Forecasting
and more

22. Prime Advisors, Inc.

Industry: Investment Management

Location: Washington

Website: primeadvisors.com

Company Founded: 1988

Company Size: 51-200

Company Address: 22635 Northeast Marketplace Drive, Redmond, Washington, United States

Prime Advisors, Inc. Contact Details

Name Title LinkedIn Phone Email
Michael Cerullo Managing Director
Bonnie Lynch Investment Accountant At Prime Advisors, Inc
Justin Bouchard System Developer
Lori Marks Accounting Manager At Prime Advisors, Inc
Jan Hong Investment Accountant
Frank Conde Chief Investment Strategist
Don Mcdonald President
Requires/Intent and 5 more Employees
Risk Management & Compliance
Business Expansion
Alternative Investment Consulting
Institutional Asset Management
and more

23. Columbia Pacific Management, Inc.

Industry: Investment Management

Location: Washington

Website: columbiapacificmanagement.com

Company Founded: 1989

Company Size: 11-50

Company Address: 1910 Fairview Avenue East, Seattle, Washington, United States

Columbia Pacific Management, Inc. Contact Details

Name Title LinkedIn Phone Email
Nick Timberlake Senior Financial Analyst
Josephine Warner Senior Financial And Tax Accountant
Requires/Intent
SEO
Private Wealth Management
HR & Payroll Services
and more

24. Caravan Capital Management Llc

Industry: Investment Management

Location: Washington

Website: caravancap.com

Company Founded: 2008

Company Size: 1-10

Company Address: 950 Pacific Avenue, Tacoma, Washington, United States

Caravan Capital Management Llc Contact Details

Name Title LinkedIn Phone Email
Cliff Quisenberry Chief Executive Officer And Chief Investment Officer
Kellan Toman Research Intern
Requires/Intent
IoT
Hedge Fund Strategies
and more

25. Mcadams Wright Ragen

Industry: Investment Management

Location: Washington

Website: mwrinc.com

Company Founded: 1999

Company Size: 51-200

Company Address: 925 Fourth Avenue, Seattle, Washington, United States

Mcadams Wright Ragen Contact Details

Name Title LinkedIn Phone Email
Joey Warmenhoven Senior Vice President
Richard Thomas Senior Vice President Investment Advisor At Mcadams Wright Ragen
Paul Howard Vice President
Laurie Flynn Senior Vice President
Marshall Kneeland Bond Trader
Megan Gardner Operations Manager
Brooks Ragen Board Chair At Mcadams Wright Ragen
Requires/Intent and 1 more Employees
FinTech Solutions For Investment Firms
Branding
Digital Marketing
AI Chatbots
Risk Management & Compliance
and more

26. Garde Capital

Industry: Investment Management

Location: Washington

Website: gardecapital.com

Company Founded: 2009

Company Size: 11-50

Company Address: 1301 5th Avenue, Seattle, Washington, United States

Garde Capital Contact Details

Name Title LinkedIn Phone Email
Scott Severs Principal And Chief Investment Officer
Requires/Intent
FinTech Solutions For Investment Firms
Digital Asset & Cryptocurrency Investment
Cloud Hosting
Data Security
E-commerce Integration
and more

27. Archon Capital Management Llc

Industry: Investment Management

Location: Washington

Website: archoncapitalmanagement.com

Company Founded: 2004

Company Size: 1-10

Company Address: 1301 5th Avenue, Seattle, Washington, United States

Archon Capital Management Llc Contact Details

Name Title LinkedIn Phone Email
Michael Rheaume Analyst
Georgios Millis Intern
Requires/Intent
Cloud Solutions
Private Wealth Management
Financial Due Diligence
and more

28. Laird Norton Company

Industry: Investment Management

Location: Washington

Website: lairdnorton.com

Company Founded: 1855

Company Size: 11-50

Company Address: 801 Second Avenue, Seattle, Washington, United States

Laird Norton Company Contact Details

Name Title LinkedIn Phone Email
April Ueland Various Leadership And Committee Roles
Marina Kifa Tax Manager
Jennifer Polson Communications Manager
Requires/Intent
Branding
SEO
HR & Payroll Services
and more

29. The Agnew Company

Industry: Investment Management

Location: Washington

Website: theagnewcompany.com

Company Size: 1-10

Company Address: 7600 Northwest 41st Street, Vancouver, Washington, United States

The Agnew Company Contact Details

Name Title LinkedIn Phone Email
Mckee Thomason Portfolio Manager, Commercial Real Estate
Darrin Kasteler Vice President
Requires/Intent
AI
Digital Marketing
and more

30. Whitman Investment Company

Industry: Investment Management

Location: Washington

Website: whitmanwic.blog

Company Founded: 1998

Company Size: 11-50

Company Address: 280 Boyer Avenue, Walla Walla, Washington, United States

Whitman Investment Company Contact Details

Name Title LinkedIn Phone Email
Reily Wilken Chief Executive Officer
Requires/Intent
Tax Optimization For Investments
AI
Technology
and more

31. Hillstone Capital

Industry: Investment Management

Location: Washington

Website: hillstone.capital

Company Founded: 2016

Company Size: 11-50

Company Address: 10900 Northeast 4th Street, Bellevue, Washington, United States

Hillstone Capital Contact Details

Name Title LinkedIn Phone Email
Cliff Sullivan Regional Development Manager
Requires/Intent
Cloud Hosting
Automation
ERP Solutions
Private Wealth Management
and more

32. Blackcrane Capital, Llc

Industry: Investment Management

Location: Washington

Website: blackcranecap.com

Company Founded: 2012

Company Size: 11-50

Company Address: 11811 Northeast 1st Street, Bellevue, Washington, United States

Blackcrane Capital, Llc Contact Details

Name Title LinkedIn Phone Email
Abhishek Kumar Investor
Requires/Intent
Public Relations
FinTech Solutions For Investment Firms
and more

33. Next Sector Capital

Industry: Investment Management

Location: Washington

Website: fourthsectorcapital.com

Company Founded: 2015

Company Size: 1-10

Next Sector Capital Contact Details

Name Title LinkedIn Phone Email
James Mason Managing Partner
Requires/Intent
Financial Due Diligence
Cloud Hosting
Portfolio Management Solutions
Branding
and more

34. Verus Investments

Industry: Investment Management

Location: Washington

Website: verusinvestments.com

Company Founded: 1986

Company Size: 51-200

Company Address: 800 5th Avenue, Seattle, Washington, United States

Verus Investments Contact Details

Name Title LinkedIn Phone Email
Frank Luplow Project Manager
Requires/Intent
ESG Investing & Impact Analysis
IT Support
Alternative Investment Consulting
Investor Relations & Reporting
Business Expansion
and more

35. Fletcher Financial Group

Industry: Investment Management

Location: Washington

Website: thehealthpro.com

Company Size: 1-10

Company Address: 15201 East 17th Court, Veradale, Washington, United States

Fletcher Financial Group Contact Details

Name Title LinkedIn Phone Email
Ken Fletcher Financial Advisor At Fletcher Financial Group
Requires/Intent
AI Chatbots
Tax Optimization For Investments
FinTech Solutions For Investment Firms
Robo-Advisors & AI Trading
and more

36. Cashman Consulting

Industry: Investment Management

Location: Washington

Website: cashmanconsulting.com

Company Size: 11-50

Company Address: 18300 Redmond Way, Redmond, Washington, United States

Cashman Consulting Contact Details

Name Title LinkedIn Phone Email
Sally Cashman Founder
Requires/Intent
Legal
Digital Marketing
AI-Based Credit Risk Assessment
and more

37. Lighthouse Community Credit Union

Industry: Investment Management

Location: Washington

Website: lhccu.com

Company Founded: 1953

Company Size: 11-50

Company Address: 702 Jefferson Street, Vancouver, Washington, United States

Lighthouse Community Credit Union Contact Details

Name Title LinkedIn Phone Email
Steve Bernhoft President And Chief Financial Officer
Requires/Intent
SEO
Predictive Analytics
Software Development
Digital Marketing
Alternative Investment Consulting
and more

38. Kaizen Financial Advisors, Llc

Industry: Investment Management

Location: Washington

Website: kaizenfa.com

Company Founded: 2010

Company Size: 1-10

Company Address: 4030 Lake Washington Boulevard Northeast, Kirkland, Washington, United States

Kaizen Financial Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Laurie Klein Principal And Financial Advisor
Requires/Intent
Legal
Institutional Asset Management
Sales
AI Chatbots
CRM Systems
and more

39. Mountain Pacific Group

Industry: Investment Management

Location: Washington

Website: mountainpacificgroup.com

Company Size: 11-50

Mountain Pacific Group Contact Details

Name Title LinkedIn Phone Email
Quinn Kilgrow Project Manager
Requires/Intent
ESG Investing & Impact Analysis
AI
Smart Contracts For Investment
Web Development
and more

40. Barker Wealth Management, Llc

Industry: Investment Management

Location: Washington

Website: barkerwealthmanagement.com

Company Founded: 2015

Company Size: 1-10

Company Address: 2005 Southeast 192nd Avenue, Camas, Washington, United States

Barker Wealth Management, Llc Contact Details

Name Title LinkedIn Phone Email
Charles Petitjean Wealth Management Assistant
Requires/Intent
Hedge Fund Strategies
Investor Relations & Reporting
Tax Optimization For Investments
Software Development
Risk Management & Compliance
and more

41. Leading Retirement Solutions

Industry: Investment Management

Location: Washington

Website: leadingretirement.com

Company Founded: 2011

Company Size: 11-50

Company Address: 2226 Eastlake Avenue East, Seattle, Washington, United States

Leading Retirement Solutions Contact Details

Name Title LinkedIn Phone Email
Rachel Cline Retirement Plan Associate
Kayli Daley Retirement Operations Specialist
Lori Wilson Senior Pension Administrator
Angela Hamilton Pension Administrator
Vanessa Banzuela Retirement Plan Relationship Manager
Requires/Intent
IPO Advisory
Legal
Compliance & Risk Management
Accounting
and more

42. Acuitas Investments

Industry: Investment Management

Location: Washington

Company Founded: 2011

Company Size: 1-10

Company Address: 520 Pike Street, Seattle, Washington, United States

Acuitas Investments Contact Details

Name Title LinkedIn Phone Email
Matt Nieman Analyst
Requires/Intent
Alternative Investment Consulting
Cybersecurity Solutions
Business Expansion
Compliance & Risk Management
and more

43. Taiyo Pacific Partners

Industry: Investment Management

Location: Washington

Website: taiyofunds.com

Company Founded: 2001

Company Size: 11-50

Taiyo Pacific Partners Contact Details

Name Title LinkedIn Phone Email
Amber Myrick Executive Assistant To Founding Partner And Chief Executive Officer
Requires/Intent
Software Development
AI-Powered Financial Forecasting
E-commerce Integration
and more

44. Bellevue Financial

Industry: Investment Management

Location: Washington

Website: bellyes.com

Company Size: 1-10

Company Address: 12360 Northeast 8th Street, Bellevue, Washington, United States

Bellevue Financial Contact Details

Name Title LinkedIn Phone Email
Brian Megley Investment Advisor And President
Requires/Intent
AI-Powered Financial Forecasting
AI Chatbots
and more

45. Fortune Management Group

Industry: Investment Management

Location: Washington

Website: fortunemanage.com

Company Founded: 1993

Company Size: 11-50

Company Address: 2275 116th Avenue Northeast, Bellevue, Washington, United States

Fortune Management Group Contact Details

Name Title LinkedIn Phone Email
Randy Grotem Senior Vice President Of Employee Benefits
Requires/Intent
Alternative Investment Consulting
HR & Payroll Services
Cloud Hosting
and more

46. Lecole Investors Llc

Industry: Investment Management

Location: Washington

Company Size: 1-10

Company Address: 5872 Kamiakin Trail, Fairchild Air Force Base, Washington, United States

Lecole Investors Llc Contact Details

Name Title LinkedIn Phone Email
Nika Huffman Executive Coordinator
Nika Huffman Executive Coordinator
Requires/Intent
Cloud Hosting
Digital Marketing
Financial Due Diligence
Cloud Solutions
and more

47. Joshua Green Corporation

Industry: Investment Management

Location: Washington

Website: joshuagreencorp.com

Company Size: 1-10

Company Address: 1425 4th Avenue, Seattle, Washington, United States

Joshua Green Corporation Contact Details

Name Title LinkedIn Phone Email
Stan Mccammon President And Chief Executive Officer
Requires/Intent
ERP Solutions
High-Frequency Trading Solutions
IPO Advisory
and more

48. Zevenbergen Capital Investments Llc

Industry: Investment Management

Location: Washington

Website: zci.com

Company Founded: 1987

Company Size: 11-50

Company Address: 601 Union Street, Seattle, Washington, United States

Zevenbergen Capital Investments Llc Contact Details

Name Title LinkedIn Phone Email
Stein Hugus Senior Investment Associate At Zevenbergen Capital Investments Llc
Requires/Intent
Mobile App Development
Market Research
E-commerce Integration
AI
Portfolio Management Solutions
and more

49. Aptitude Investment Management

Industry: Investment Management

Location: Washington

Website: aptitudeinvest.com

Company Founded: 2012

Company Size: 11-50

Aptitude Investment Management Contact Details

Name Title LinkedIn Phone Email
Tina Walsh Operations - Office Management And Administration
Requires/Intent
Portfolio Management Solutions
Global Market Trend Analysis
Investor Relations & Reporting
M&A Advisory
Institutional Asset Management
and more

50. Concinnity Financial

Industry: Investment Management

Location: Washington

Company Founded: 2014

Company Size: 1-10

Concinnity Financial Contact Details

Name Title LinkedIn Phone Email
Eric Martin Investment Advisor Representative
Requires/Intent
AI-Powered Financial Forecasting
Cybersecurity Solutions
Branding
Smart Contracts For Investment
and more

51. Equity Properties

Industry: Investment Management

Location: Washington

Company Size: 201-500

Equity Properties Contact Details

Name Title LinkedIn Phone Email
Harry Browder Managing Member
Donna Bermea Head Bookkeeper
Wayne Kirito Owner
Vincent Abellanosa Residentmanager At Equity Properties
Noel Olipas Maintenance
Requires/Intent
Legal
Tax Optimization For Investments
SEO
Sales
and more

52. Innovative Investing Group, Inc.

Industry: Investment Management

Location: Washington

Website: iigforyou.com

Company Founded: 2019

Company Size: 51-200

Company Address: 14040 Northeast 8th Street, Bellevue, Washington, United States

Innovative Investing Group, Inc. Contact Details

Name Title LinkedIn Phone Email
Hima Pasumarthi Lead Operations Officer
Requires/Intent
FinTech Solutions For Investment Firms
AI
and more

53. Private Advisory Group

Industry: Investment Management

Location: Washington

Website: theprivateadvisorygroup.com

Company Founded: 1989

Company Size: 1-10

Company Address: 16880 Northeast 79th Street, Redmond, Washington, United States

Private Advisory Group Contact Details

Name Title LinkedIn Phone Email
Ryan Finnigan Investment Advisor
Requires/Intent
ESG Investing & Impact Analysis
HR & Payroll Services
and more

54. Waypoint Wealth Management

Industry: Investment Management

Location: Washington

Company Founded: 2005

Company Size: 1-10

Waypoint Wealth Management Contact Details

Name Title LinkedIn Phone Email
Margi Palmer Client Relationship Specialist
Requires/Intent
E-commerce Integration
Private Wealth Management
and more

55. Helium Advisors

Industry: Investment Management

Location: Washington

Website: heliumadvisors.com

Company Founded: 2016

Company Size: 1-10

Company Address: 5400 Carillon Point, Kirkland, Washington, United States

Helium Advisors Contact Details

Name Title LinkedIn Phone Email
Nico Hunt Associate
Requires/Intent
Accounting
Automation
and more

56. Santa Fe Mexican Grill

Industry: Investment Management

Location: Washington

Website: santafe-mexicangrill.com

Company Size: 11-50

Company Address: 12709 Northeast 124th Street, Kirkland, Washington, United States

Santa Fe Mexican Grill Contact Details

Name Title LinkedIn Phone Email
Rachael Richardson Bartender
Requires/Intent
Financial Management
Financial Due Diligence
Data Security
Risk Management & Compliance
AI Chatbots
and more

57. Millionaire Club

Industry: Investment Management

Location: Washington

Company Size: 51-200

Millionaire Club Contact Details

Name Title LinkedIn Phone Email
Robert Wickman The Dude
Nathalie Yasen Big Boss
Jet Nightclub Owner
Bo Jackson Project Manager
Requires/Intent
Smart Contracts For Investment
FinTech Solutions For Investment Firms
Investor Relations & Reporting
and more

58. Radiant Asset Management

Industry: Investment Management

Location: Washington

Website: radiantasset.com

Company Founded: 2008

Company Size: 1-10

Company Address: 15400 Northeast 90th Street, Redmond, Washington, United States

Radiant Asset Management Contact Details

Name Title LinkedIn Phone Email
Patrick Jones Maintenance Suoervisor
Requires/Intent
Sales
SEO
IoT
Legal
Cloud Solutions
and more

59. Cresap, Inc.

Industry: Investment Management

Location: Washington

Website: cresap.com

Company Founded: 1990

Company Size: 11-50

Cresap, Inc. Contact Details

Name Title LinkedIn Phone Email
Marisa Gold Vice President And Office Manager At Cresap, Inc
Requires/Intent
Predictive Analytics
Business Expansion
AI Chatbots
and more

60. Madrona Funds, Llc

Industry: Investment Management

Location: Washington

Website: madronafunds.com

Company Founded: 2011

Company Size: 1-10

Company Address: 2911 Bond Street, Everett, Washington, United States

Madrona Funds, Llc Contact Details

Name Title LinkedIn Phone Email
Brian Evans Portfolio Manager
Requires/Intent
Public Relations
Customer Relationship Management
Cloud Hosting
Automation
AI-Powered Financial Forecasting
and more

61. Ten 01 Capital Management, Inc

Industry: Investment Management

Location: Washington

Website: ten01capital.com

Company Size: 1-10

Ten 01 Capital Management, Inc Contact Details

Name Title LinkedIn Phone Email
Chantell Dawn Personal Assistant
Requires/Intent
Cloud Solutions
Automation
Software Development
Mobile App Development
Technology
and more

62. Signia Capital Management, Llc

Industry: Investment Management

Location: Washington

Website: signiacapital.com

Company Founded: 2001

Company Size: 1-10

Company Address: 108 North Washington Street, Spokane, Washington, United States

Signia Capital Management, Llc Contact Details

Name Title LinkedIn Phone Email
Samantha Miyauchi Equity Analysis Intern
Requires/Intent
ESG Investing & Impact Analysis
IT Support
Technology
Mobile App Development
IoT
and more

63. Guardian Fiberglass

Industry: Investment Management

Location: Washington

Company Size: 1-10

Company Address: 114 West Magnolia Street, Bellingham, Washington, United States

Guardian Fiberglass Contact Details

Name Title LinkedIn Phone Email
Todd Cochran Project Manager
Requires/Intent
ESG Investing & Impact Analysis
AI Chatbots
Legal
Compliance & Risk Management
Institutional Asset Management
and more

64. Icm Asset Management

Industry: Investment Management

Location: Washington

Website: icmasset.com

Company Founded: 1981

Company Size: 1-10

Company Address: 601 Main Avenue, Spokane, Washington, United States

Icm Asset Management Contact Details

Name Title LinkedIn Phone Email
Julia Gulia Secretary
Requires/Intent
Global Market Trend Analysis
Smart Contracts For Investment
Compliance & Risk Management
and more
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Washington Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Tyler Millican Parametric Investment Strategy Coordinator
2 Richard Wyant Parametric Lead Quality Engineer
3 Storm Baker Parametric Product Marketing Associate
4 Bryan Sandvig Parametric Director - Institutional Relationships
5 Patrick Persons Parametric Researcher | Mathematics Professor
6 Briton Wheeler Parametric Regional Representative
7 Yuepeng Li Parametric Portfolio Manager
8 Robert Getzenberg Verus Investments Executive Vice President
9 David Bartels Verus Investments Program Manager
10 Joe Wilson Verus Investments Director Of It And Development
11 Kevin Gilbert Verus Investments Executive Vice President Corporate Development
12 Marianne Feeley Verus Investments Director - Traditional Assets
13 Abhijeet Singh Verus Investments Performance Analyst
14 John Teramana Verus Investments Senior Consultant
15 Jack Goldberg Investors Capital Group Mergers And Acquisitions, Private Equity
16 Billy Brown Investors Capital Group Founder
17 Bret Halpin Investors Capital Group Research Analyst
18 Marc Schock Investors Capital Group Construction Manager
19 Mabel Jorgensen Investors Capital Group Marketing Consultant
20 Bruce Philbrick Investors Capital Group Financial Advisor
21 Michael Giles Harland Group Founder And Chief Executive Officer
22 Andrew Erisman Freestone Capital Management Partner - Client Advisor
23 Gary Furukawa Freestone Capital Management Founder And Senior Partner
24 Pia Gillan Freestone Capital Management Senior Associate - Wealth Management
25 Sean Gonzalez Freestone Capital Management Associate
26 Jennifer Moreland Freestone Capital Management Partner, Chief Financial Officer
27 Michael Coursolle Empirical Wealth Management Associate Financial Advisor
28 Taylor Wong Empirical Wealth Management Tax Manager
29 Cfaâ Michael Kelly Empirical Wealth Management Chief Investment Officer And Financial Advisor
30 Mark Umek Empirical Wealth Management Financial Advisor
31 Rebecca Morris Empirical Wealth Management Financial Advisor
32 Kyle Dodrill Empirical Wealth Management Associate Financial Advisor
33 Kurt Biederman Coldstream Wealth Management Relationship Manager - Shareholder
34 Jeff Skall Coldstream Wealth Management Business Development Manager
35 George Pierce Coldstream Wealth Management Relationship Manager
36 Dan Figiliola Coldstream Wealth Management Principal
37 Detlef Schrempf Coldstream Wealth Management Director Of Business Development
38 Harrison Hinz First Pacific Financial Financial Advisor
39 Jonathan Thomson First Pacific Financial Financial Advisor
40 Rafik Fouad First Pacific Financial Advisor At First Pacific Financial

Investment Management companies in different states of USA

No. Industry Number of Contacts Download
1 Investment Management Startups and Companies in Alabama 274
2 Investment Management Startups and Companies in Alaska 96
3 Investment Management Startups and Companies in Arizona 218
4 Investment Management Startups and Companies in Arkansas 52
5 Investment Management Startups and Companies in California 1690
6 Investment Management Startups and Companies in Colorado 619
7 Investment Management Startups and Companies in Connecticut 1366
8 Investment Management Startups and Companies in Delaware 72
9 Investment Management Startups and Companies in Florida 233
10 Investment Management Startups and Companies in Georgia 290
11 Investment Management Startups and Companies in Hawaii 22
12 Investment Management Startups and Companies in Idaho 103
13 Investment Management Startups and Companies in Illinois 1798
14 Investment Management Startups and Companies in Indiana 501
15 Investment Management Startups and Companies in Iowa 540
16 Investment Management Startups and Companies in Kansas 337
17 Investment Management Startups and Companies in Kentucky 99
18 Investment Management Startups and Companies in Louisiana 122
19 Investment Management Startups and Companies in Maine 65
20 Investment Management Startups and Companies in Maryland 3570
21 Investment Management Startups and Companies in Massachusetts 2397
22 Investment Management Startups and Companies in Michigan 173
23 Investment Management Startups and Companies in Minnesota 1147
24 Investment Management Startups and Companies in Mississippi 47
25 Investment Management Startups and Companies in Missouri 1181
26 Investment Management Startups and Companies in Montana 9
27 Investment Management Startups and Companies in Nebraska 48
28 Investment Management Startups and Companies in Nevada 72
29 Investment Management Startups and Companies in New Hampshire 87
30 Investment Management Startups and Companies in New Jersey 709
31 Investment Management Startups and Companies in New Mexico 47
32 Investment Management Startups and Companies in New York 4591
33 Investment Management Startups and Companies in North Carolina 164
34 Investment Management Startups and Companies in North Dakota 4
35 Investment Management Startups and Companies in Ohio 326
36 Investment Management Startups and Companies in Oklahoma 148
37 Investment Management Startups and Companies in Oregon 298
38 Investment Management Startups and Companies in Pennsylvania 617
39 Investment Management Startups and Companies in Rhode Island 36
40 Investment Management Startups and Companies in South Carolina 129
41 Investment Management Startups and Companies in South Dakota 13
42 Investment Management Startups and Companies in Tennessee 251
43 Investment Management Startups and Companies in Texas 448
44 Investment Management Startups and Companies in Utah 356
45 Investment Management Startups and Companies in Vermont 83
46 Investment Management Startups and Companies in Virginia 854
47 Investment Management Startups and Companies in Wisconsin 621
48 Investment Management Startups and Companies in Wyoming 25
49 Investment Management Startups and Companies in District Of Columbia 314

Investment Management companies in different cities of Washington

No. Cities Number of Contacts Download
1 Investment Management Companies in Seattle 3192
2 Investment Management Companies in Bellevue 1680
3 Investment Management Companies in Vancouver 1176