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Explore the top 21 asset management companies in New York for 2025, featuring firms like AXS Investments and Gotham Asset Management. These industry leaders excel in offering diverse investment strategies, from alternative ETFs to value investing. New York's dynamic market also boasts tech-driven firms like Vise and DiligenceVault, which leverage fintech to optimize investment processes. Whether focusing on ESG investing or asset diversification, these companies provide tailored solutions for institutional and individual investors seeking growth and sustainability.
AXS Investments specializes in asset management, offering innovative alternative investment strategies through investor-friendly ETFs and mutual funds designed to enhance portfolio diversification for individual investors. Their approach emphasizes liquidity, transparency, and accessibility, akin to the offerings available to institutional and high net worth investors.
Vise is a technology-driven asset manager that empowers financial advisors to create, manage, and articulate personalized investment portfolios. Pioneering the Wealth 3.0 movement, it focuses on automated, customized investing solutions that enhance client outcomes while leveraging innovative methodologies such as direct indexing and ESG investing.
The RBB Fund operates in the financial services industry, offering a unique turnkey ETF and Mutual Fund solution that allows investment advisors to concentrate on asset management while RBB handles fund establishment, servicing, and governance. As the first organized multiple series trust, it supports a diverse range of investment advisors and subadvisors, managing over $23 billion in assets across numerous fund offerings.
The Herculoid Group specializes in financial services, focusing on assisting asset managers and capital markets innovators in transforming their ETF concepts into successful products. They also offer expertise in developing custom indexes tailored to unique strategies for ETFs and other financial instruments.
Gemini Fund Services specializes in providing comprehensive support for investment managers throughout the entire lifecycle of registered products, including mutual funds and ETFs. Their innovative approach includes minimizing costs through in-house resources and facilitating access to alternative investment strategies within traditional fund structures.
DiligenceVault is an innovative software platform that revolutionizes the fund due diligence process for the investment management industry, enabling institutional and wealth investors to automate and digitize their analysis of various investment strategies. By leveraging intelligent algorithms and data analytics, it streamlines workflows and enhances collaboration for asset managers, significantly reducing costs and preparation time for a modern, data-driven investment experience.
OTCFin specializes in financial technology solutions tailored for investment managers, focusing on risk and regulatory data management. Their innovative tools enhance portfolio management efficiency and transparency, enabling clients to streamline investment processes and gain a competitive edge through advanced analytics and robust reporting capabilities.
Strategy Shares specializes in innovative exchange traded funds (ETFs), offering unique actively managed investment strategies to enhance portfolio management and wealth creation in the financial services industry.
Luan Consulting specializes in outsourcing and offshoring consulting, offering comprehensive back and middle office support tailored for the financial and transportation sectors, including operations, compliance, finance, and IT solutions. Its innovative approach focuses on delivering specialized services to investment advisers, asset managers, and the transportation industry, ensuring regulatory compliance and efficient operational management.
EventShares ETFs
🇺🇸 200 Vesey Street, 24th Floor New York, NY 10282, USA leading investment firm specializing in active, thematic ETFs, focusing on legislative and regulatory opportunities through innovative policy research and quantitative analysis. Their unique approach emphasizes policy-driven investment strategies to maximize returns in the stock market.
NewVest operates within the venture capital and private equity sector, offering an innovative fintech platform that enables passive index investing in private markets, akin to ETFs for public markets. Its unique no management fee funds aim to deliver attractive pooled returns with reduced risk compared to traditional single fund investments.
MPSIF is an investment management initiative where NYU Stern MBA students directly manage a family of funds, leveraging hands-on experience in finance and investment strategies. Established through a significant endowment, it offers a unique educational platform that blends academic rigor with practical investment decision-making.
Arque Advisors specializes in investment management, focusing on risk protection and opportunistic investing for families through proprietary strategies, including risk-controlled ETFs and AI-based investments. The firm uniquely develops its own private equity and hedge fund opportunities while providing comprehensive asset management services tailored to individual, family office, and institutional investors.
HRC Financial Group specializes in providing investment products and services to financial advisors, institutions, and consultants, focusing on creating and marketing registered investment companies, separately managed accounts, and alternative investments. The firm distinguishes itself by identifying emerging investment strategies and catering to under-served market needs, leveraging a robust network within the financial industry.
Asofund is focused on attracting private investments to fund transformative infrastructure projects across Africa, emphasizing sectors like transportation, technology, healthcare, and clean energy. With the innovative Asofund Infrastructure Development Fund ETF, it combines strong financial returns with sustainable development, offering diverse investment opportunities while maintaining transparency and robust governance.
WisdomTree Asset Management
🇺🇸 250 W 34th St 3rd FloorWisdomTree Asset Management specializes in investment management, offering a diverse range of innovative ETFs designed to balance cost efficiency with performance potential, providing investors with unique and smart exposure opportunities.
The Gemini Companies (Now Ultimus Fund Solutions)
🇺🇸 80 Arkay Drive Suite 110Specializing in financial services, this organization offers comprehensive fund administration, accounting, and investor solutions for a diverse range of registered and private funds, as well as managed account platforms. With a focus on client success and innovative technology, it provides tailored services that enhance the client experience and ensure regulatory compliance.
Strategic Insight Research
🇺🇸 805 Third Avenue New York, NY 10022, USStrategic Insight Research specializes in providing comprehensive and unbiased business intelligence and analytical support for the mutual fund industry, empowering clients to identify opportunities and make informed decisions. With over 25 years of experience, it sets the standard for trusted mutual fund analysis and offers innovative research products and consulting services tailored to investment management and asset management professionals.
Blue Tractor is a fintech firm specializing in innovative financial services, particularly through the development of proprietary algorithms and software for a unique class of exchange-traded funds (ETFs), aimed at enhancing active management strategies.
Value Line Funds
🇺🇸 7 Times Square, 21st Floor New York, NY 10036, USValue Line Funds offers a diverse range of mutual funds designed to assist investors in building their financial futures, leveraging decades of expertise in the financial services industry. With a focus on various investment objectives, it provides accessible investment options directly to investors or through financial intermediaries.
Sterling Investment Counsel, LLC
🇺🇸 360 Dealware Avenue Suite 400An independent SEC Registered Investment Advisor specializing in comprehensive investment management services, focusing on custom portfolio design and strategic asset allocation to effectively manage risk and build long-term wealth for clients. The firm emphasizes a fiduciary duty to ensure proper diversification across various asset classes.
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