Top Investment Firms
-
UndisclosedUndisclosed2 - 9Markham, Canada
Services provided
Based in Markham, Canada, HPAN Group Corp. Is an Accounting company. The team focuses on Accounting and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Toronto, Canada
Services provided
SCORE Statistical Consulting Inc. Is a Toronto, Canada-based Financial Advising & Planning company. Their services include Financial Advising & Planning and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Calgary, Canada
Services provided
ALL-PRO Business & Bookkeeping Corp., an Accounting company, was established in 2006. The small team provides Accounting and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Atlanta, GA
Services provided
Funding & Investment company Silver Dollar Financial, LLC was launched in 2019. The small team offers Funding & Investment and Financial Consulting.
Read more -
$250,000+$150 - $199 / hr2 - 9Jeddah, Saudi Arabia
Services provided
Seeds consulting, a Financial Advising & Planning company, is based in Jeddah, Saudi Arabia. Their services include Financial Advising & Planning and Funding & Investment.
Read more -
$250,000+Undisclosed2 - 9Las Condes, Chile
Services provided
Launched in 2020, Heredia Capital is a Financial Advising & Planning company. The team provides Financial Advising & Planning and Funding & Investment and is based in Las Condes, Chile.
Read more -
$50,000+$25 - $49 / hr2 - 9
Services provided
Value Capital Funding is a Commercial Financing company. The Boca Raton, Florida-based agency was founded in 2018. Their team focuses on Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
Mortgage Capital, a Commercial Financing company, focuses on Commercial Financing and Funding & Investment. The agency is headquartered in Lake Worth Beach, Florida.
Read more -
$1,000+$25 - $49 / hr2 - 9Chicago, IL
Services provided
Business Consulting company Robinomics Consulting was founded in 2020. The company provides Business Consulting and Funding & Investment.
Read more -
$1,000+Undisclosed2 - 9Limoges, France
Services provided
Start N Scale, a Financial Advising & Planning company, was established in 2024. Located in Limoges, France, the team focuses on Financial Advising & Planning and Funding & Investment.
Read more -
$25,000+$150 - $199 / hr2 - 9New York, NY
Services provided
Funding & Investment company JetPack Group, Inc. Is located in New York, New York. Founded in 2018, the team offers Funding & Investment and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Hamburg, Germany
Services provided
CoinIX, a Blockchain company, was launched in 2017. The company specializes in Blockchain and Commercial Financing, and is small.
Read more -
UndisclosedUndisclosed10 - 49Whitefish, MT
Services provided
Stack Financial Management is a Financial Advising & Planning company. Headquartered in Whitefish, Montana, the team specializes in Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49New York, NY
Services provided
Financial Advising & Planning company Raycliff Capital is located in New York, New York. The team specializes in Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49New York, NY
Services provided
Located in New York, New York, Corigin is a small Commercial Financing company. The team offers Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed10 - 49New York, NY
Services provided
Central Park Group is a Commercial Financing company. The company is headquartered in New York, New York. Their team provides Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed10 - 49Montpelier, VT
Services provided
Maple Capital Partners is a Montpelier, Vermont-based Financial Advising & Planning company. They focus on Financial Advising & Planning and Commercial Financing and were founded in 2004.
Read more -
UndisclosedUndisclosed10 - 49Columbus, OH
Services provided
CREC is an Insurance Services & Brokers company launched in 2001. The firm provides Insurance Services & Brokers and Commercial Financing, and is small.
Read more -
UndisclosedUndisclosed10 - 49Beachwood, OH
Services provided
MCM Capital Partners, a small Financial Advising & Planning company, is based in Beachwood, Ohio. The team offers Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Columbus, OH
Services provided
Footprint Capital, a Commercial Financing company, was launched in 2022. Based in Columbus, Ohio, the team specializes in Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed10 - 49Oklahoma City, OK
Services provided
Infinity Capital Partners is a Financial Advising & Planning company founded in 2016. The company provides Financial Advising & Planning and Commercial Financing, and is small.
Read more -
UndisclosedUndisclosed10 - 49Portland, OR
Services provided
Meriwether Group Capital, a Financial Advising & Planning company, was established in 2022. In Portland, Oregon, the team offers Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Portland, OR
Services provided
Commercial Financing company Paine Pacific, LLC was founded in 1998. The firm focuses on Commercial Financing and Funding & Investment, and is small.
Read more -
UndisclosedUndisclosed10 - 49Jacksonville, OR
Services provided
Headquartered in Jacksonville, Oregon and Seattle, Washington, Cutler Investment Group is a Financial Advising & Planning company. They provide Financial Advising & Planning and Commercial
Read more -
UndisclosedUndisclosed10 - 49Philadelphia, PA
Services provided
LEM Capital is a small Commercial Financing company in Philadelphia, Pennsylvania. Their services include Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed10 - 49Norristown, PA
Services provided
Established in 1967, Valley Forge Financial Group is a small Commercial Financing company. Their services include Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed10 - 49Conshohocken, PA
Services provided
Located in Conshohocken, Pennsylvania, AUA Capital Management is a Financial Advising & Planning company. They offer Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49
Services provided
Miller Investment Management, LP is a Financial Advising & Planning company. They were launched in 1998 and specialize in Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Philadelphia, PA
Services provided
Financial Advising & Planning company Penn Capital Management Company, LLC. Was established in 1987. The team focuses on Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Berwyn, PA
Services provided
PPR Capital Management is a Financial Advising & Planning company. The team focuses on Financial Advising & Planning and Commercial Financing and is headquartered in Berwyn, Pennsylvania.
Read more -
UndisclosedUndisclosed10 - 49Nashville, TN
Services provided
Launched in 2011, Resolute Capital Partners is a Financial Advising & Planning company. The small team specializes in Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Nashville, TN
Services provided
Claritas Capital is a Financial Advising & Planning company. The Nashville, Tennessee-based company was founded in 2002. Their team focuses on Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Nashville, TN
Services provided
Financial Advising & Planning company Petra Capital Partners was launched in 1996. The small team specializes in Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Memphis, TN
Services provided
New South Capital Management Inc, a Business Valuation Services company, is based in Memphis, Tennessee. They focus on Business Valuation Services and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Dallas, TX
Services provided
Paceline Equity Partners is a small Dallas, Texas-based Financial Advising & Planning company. The team specializes in Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Southlake, TX
Services provided
KeyCity Capital is a Financial Advising & Planning company founded in 2018. The team focuses on Financial Advising & Planning and Commercial Financing and is located in Southlake, Texas.
Read more -
UndisclosedUndisclosed10 - 49Dallas, TX
Services provided
Clearview Investments, Ltd. Is a Financial Advising & Planning company in Dallas, Texas. Founded in 1985, the team provides Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Houston, TX
Services provided
Yellowstone Capital Partners is a Financial Advising & Planning company founded in 1993. The team specializes in Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Houston, TX
Services provided
Financial Advising & Planning company Hawthorne Capital is based in Houston, Texas. Established in 2018, the team specializes in Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Northwich, England
Services provided
Small Financial Advising & Planning company SFC Capital, is located in Northwich, England. The team provides Financial Advising & Planning and Business Valuation Services.
Read more -
UndisclosedUndisclosed10 - 49Pasadena, CA
Services provided
Founded in 1976, First Financial Consulting is a small Financial Advising & Planning company. Their team offers Financial Advising & Planning and Funding & Investment.
Read more -
UndisclosedUndisclosed10 - 49Sherwood Park, Canada
Services provided
Launched in 2006, On-Core Bookkeeping is an Accounting company. The team focuses on Accounting and Funding & Investment.
Read more -
$100,000+Undisclosed10 - 49
Services provided
Located in Nairobi, Kenya and Arusha, Tanzania, Blue Capital is an Environmental Consulting company. Their services include Environmental Consulting and Funding & Investment.
Read more -
$1,000+< $25 / hr10 - 49Toronto, Canada
Services provided
AD Hennick is a small Toronto, Canada-based Business Consulting company. The team specializes in Business Consulting and Funding & Investment.
Read more -
UndisclosedUndisclosed10 - 49New Delhi, India
Services provided
Loan agency in Delhi is a Commercial Financing company. The New Delhi, India-based team focuses on Commercial Financing and Funding & Investment.
Read more -
$10,000+$25 - $49 / hr10 - 49St. Catharines, Canada
Services provided
Granton Financial is a Funding & Investment company. Located in St. Catharines, Canada, the team specializes in Funding & Investment and Insurance Services & Brokers.
Read more -
UndisclosedUndisclosed10 - 49
Services provided
Windsor Drake is a Menlo Park, California-based Business Consulting company. Established in 2018, the team focuses on Business Consulting and Funding & Investment.
Read more -
UndisclosedUndisclosed10 - 49Hyderabad, India
Services provided
AS Portfolio Management Services is a Financial Advising & Planning company. In Hyderabad, India, their team provides Financial Advising & Planning and Financial Consulting.
Read more -
$5,000+< $25 / hr10 - 49
Services provided
Ontik Advisory is a Dhaka, Bangladesh-based Funding & Investment company. They focus on Funding & Investment and Business Consulting and were launched in 2025.
Read more -
UndisclosedUndisclosed10 - 49North Dumdum, India
Services provided
BankBriz™ is a North Dumdum, India-based Financial Advising & Planning company. Their services include Financial Advising & Planning and Funding & Investment.
Read more
Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.
Get My Matches
Tell us what you need — we’ll match you with top agencies in minutes.
Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
List of the Top 15 Investment Management Firms
-
$1,000+$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
30.3/40.016.2/20 Reviews9.5/10 Clients & Experience4.6/10 Market PresenceService focus
15% Funding & Investment85% Other -
UndisclosedUndisclosed10 - 49New York, NY
Ability to deliver
26.9/40.015.8/20 Reviews6.5/10 Clients & Experience4.6/10 Market PresenceService focus
45% Funding & Investment55% Other -
$1,000+$200 - $300 / hr2 - 9Chicago, IL
Ability to deliver
29.8/40.017/20 Reviews8.6/10 Clients & Experience4.2/10 Market PresenceService focus
10% Funding & Investment90% Other -
$5,000+Undisclosed50 - 249Tallinn, Estonia
Ability to deliver
29/40.016.6/20 Reviews7.5/10 Clients & Experience4.9/10 Market PresenceService focus
10% Funding & Investment90% Other -
$5,000+$150 - $199 / hr10 - 49Tallinn, Estonia
Ability to deliver
28.6/40.017.8/20 Reviews6.1/10 Clients & Experience4.7/10 Market PresenceService focus
15% Funding & Investment85% Other -
$25,000+$100 - $149 / hr50 - 249Alexandria, VA
Ability to deliver
24.1/40.016.6/20 Reviews1.5/10 Clients & Experience6/10 Market PresenceService focus
35% Funding & Investment65% Other -
$50,000+$150 - $199 / hr10 - 49Calgary, Canada
Ability to deliver
24.9/40.016.2/20 Reviews5/10 Clients & Experience3.7/10 Market PresenceService focus
30% Funding & Investment70% Other -
$25,000+Undisclosed10 - 49
Ability to deliver
25.9/40.017/20 Reviews8.9/10 Clients & Experience0/10 Market PresenceService focus
20% Funding & Investment80% Other -
$10,000+$50 - $99 / hr10 - 49Kyiv, Ukraine
Ability to deliver
22.4/40.016.2/20 Reviews1.8/10 Clients & Experience4.5/10 Market PresenceService focus
60% Funding & Investment40% Other -
$1,000+$300+ / hr2 - 9London, England
Ability to deliver
26.5/40.016.2/20 Reviews6.4/10 Clients & Experience3.9/10 Market PresenceService focus
15% Funding & Investment85% Other -
$5,000+$100 - $149 / hr2 - 9München, Germany
Ability to deliver
24.7/40.018/20 Reviews1.7/10 Clients & Experience5.1/10 Market PresenceService focus
30% Funding & Investment70% Other -
$1,000+Undisclosed2 - 9Chicago Ridge, IL
Ability to deliver
23.1/40.016.2/20 Reviews1.8/10 Clients & Experience5.2/10 Market PresenceService focus
45% Funding & Investment55% Other -
$1,000+$100 - $149 / hr10 - 49London, England
Ability to deliver
25.1/40.016.6/20 Reviews3/10 Clients & Experience5.5/10 Market PresenceService focus
20% Funding & Investment80% Other -
$5,000+Undisclosed10 - 49
Ability to deliver
25.3/40.017.2/20 Reviews3/10 Clients & Experience5.2/10 Market PresenceService focus
15% Funding & Investment85% Other -
UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Ability to deliver
24.5/40.017/20 Reviews2.8/10 Clients & Experience4.7/10 Market PresenceService focus
20% Funding & Investment80% Other -
UndisclosedUndisclosed10 - 49Los Angeles, CA
Ability to deliver
22.2/40.016.2/20 Reviews1.3/10 Clients & Experience4.7/10 Market PresenceService focus
40% Funding & Investment60% Other -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
20.9/40.016.4/20 Reviews4.5/10 Clients & Experience0/10 Market PresenceService focus
100% Funding & Investment -
UndisclosedUndisclosed2 - 9Santa Monica, CA
Ability to deliver
21.3/40.016.2/20 Reviews0.7/10 Clients & Experience4.4/10 Market PresenceService focus
50% Funding & Investment50% Other -
$10,000+$200 - $300 / hr2 - 9Boston, MA
Ability to deliver
24.5/40.015.8/20 Reviews8.8/10 Clients & Experience0/10 Market PresenceService focus
10% Funding & Investment90% Other -
$10,000+$150 - $199 / hr2 - 9Los Angeles, CA
Ability to deliver
23.9/40.015.6/20 Reviews3.4/10 Clients & Experience4.9/10 Market PresenceService focus
10% Funding & Investment90% Other -
$10,000+$50 - $99 / hr2 - 9Hanoi, Vietnam
Ability to deliver
23.5/40.014.6/20 Reviews5.9/10 Clients & Experience3/10 Market PresenceService focus
10% Funding & Investment90% Other -
UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Ability to deliver
23.1/40.016.2/20 Reviews3.9/10 Clients & Experience3/10 Market PresenceService focus
10% Funding & Investment90% Other -
UndisclosedUndisclosed10 - 49New York, NY
Ability to deliver
21.9/40.016.2/20 Reviews0/10 Clients & Experience5.7/10 Market PresenceService focus
20% Funding & Investment80% Other -
$25,000+Undisclosed2 - 9Brooklyn, NY
Ability to deliver
21.1/40.016.6/20 Reviews0.3/10 Clients & Experience4.2/10 Market PresenceService focus
30% Funding & Investment70% Other -
$1,000+$25 - $49 / hr2 - 9Sofia, Bulgaria
Ability to deliver
22.3/40.016.2/20 Reviews1.8/10 Clients & Experience4.4/10 Market PresenceService focus
15% Funding & Investment85% Other -
UndisclosedUndisclosed2 - 9Lisboa, Portugal
Ability to deliver
19.9/40.016.2/20 Reviews0.7/10 Clients & Experience3/10 Market PresenceService focus
40% Funding & Investment60% Other -
UndisclosedUndisclosed10 - 49Columbia, MD
Ability to deliver
20.2/40.016.2/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
25% Funding & Investment75% Other -
UndisclosedUndisclosed250 - 999Newton, MA
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
$1,000+$50 - $99 / hr2 - 9
Ability to deliver
20.8/40.016.2/20 Reviews0.9/10 Clients & Experience3.7/10 Market PresenceService focus
20% Funding & Investment80% Other -
$10,000+$150 - $199 / hr2 - 9
Ability to deliver
21.7/40.015.8/20 Reviews1.8/10 Clients & Experience4.2/10 Market PresenceService focus
10% Funding & Investment90% Other
