Financial Services
+243
Portfolio Management (2025 Update)
This watchlist highlights platforms democratizing access to wealth creation, from crypto to traditional assets. Tools leveraging AI and automation aim to optimize portfolio management for both institutions and retail investors.
👋🏼 Hi, I'm Bounce Watch. Let's explore what's happening in Portfolio Management!
Real-Time Scouting Assistant
5 highlights have been identified across this list.
Website Visitors
3
Mentioned on News
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Open Positions
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Latest Highlights
Explore Portfolio Management featuring 250 Companies in Financial Services Industry
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Growth Arrow Company | - | Towards Prosperity | Growth Arrow is independent financial service domain. Developing strong commitme... | - |
India
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- | India (HQ) | - | Finance, Financial Services | [email protected] |
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85
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742 (-100%) | - | - | - | - | 8268 | 1 year ago | |
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Ashika Group | - | Committed to your long-term financial well-being! | Ashika is India's one of the leading retail financial services group. Everything... | - |
India
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Mumbai | India (HQ) + 1 | 1994 | Financial Services, Banking | - |
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299
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28.4K (-38%) | - | - | - | - | 10609 | 6 months ago | |
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West Lane Capital Partner... | - | - | West Lane Capital Partners is a private investment firm that partners with entre... | - |
United States
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Los Angeles | United States (HQ) | 2018 | Financial Services | - |
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1.7K (82%) | - | - | - | - | 264 | 7 mtp 55I | |
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ZUUS AI | - | Automating digital asset management | A secure and easy way to automate your digital asset portfolio with the convenie... | - |
Virgin Islands (british)
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- | Virgin Islands (british) (HQ) | 2022 | Financial Services | - |
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173 (-68%) | 2 years ago | Pre Seed | 1 | 50.0K | 18 | 11 months ago | |
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MAINFIRST | - | - | MAINFIRST is an independent European multi-investment boutique with an active ma... | - |
Germany
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Frankfurt | Germany (HQ) | 2001 | Financial Services | - |
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23
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3.4K (-28%) | - | - | - | - | 2462 | 5 months ago | |
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30A Investment Partners | - | 30A Investment Partners is a holding company that develops, invests in, and mana... | 30A Investment Partners, LLC is a portfolio company that develops, invests in, a... | - |
United States
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- | United States (HQ) | 2012 | Finance, Financial Services | - |
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3
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1.0K (361%) | 10 years ago | Seed | 1 | 800.0K | 40 | 2 YUw 9TL | |
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First Trust Direct Indexi... | - | - | First Trust Direct Indexing L.P. (formerly Veriti Management LLC) provides compr... | - |
United States
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Boston | United States (HQ) | 2018 | Financial Services, IT | [email protected] |
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835 (-40%) | - | - | - | - | 791 | 6 months ago | |
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Rondure Global Advisors | - | - | Founded in 2016, Rondure Global Advisors is a boutique, majority-women-owned inv... | - |
United States
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Salt Lake City | United States (HQ) | 2016 | Finance, Financial Services | [email protected] |
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1.2K (38%) | - | - | - | - | 436 | 11 months ago | |
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Divergent Wealth Advisors | - | - | We are your Family "Chief Financial Officer", your Wealth Planner, your Financi... | - |
United States
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Midvale | United States (HQ) | 2017 | Financial Services, Insurance | - |
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597 | - | - | - | - | 93 | 5 CdF tRh | |
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invest & finance securiti... | - | Empowering your financial journey with expert brokerage, insightful research, an... | Invest and Finance Securities Limited (IFSL) provides services in financial brok... | - | - | - | - | 1984 | Finance, Financial Services | - |
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805 | - | - | - | - | 4088 | 3 9vh nzb | |
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EquitiesFirst | - | A Pioneer in Progressive Capital | EquitiesFirst* is a trusted and specialized provider of long-term equities-backe... | - |
United States
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Indianapolis | United States (HQ) + 11 | 2002 | Finance, Financial Services | [email protected] |
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55
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2.5K (92%) | - | - | - | - | 2633 | 5 months ago | |
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Geojit Financial | - | One of the leading investment services companies in India, with a strong presenc... | Geojit Financial Services is one of the leading investment services companies in... | - |
India
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- | India (HQ) | 1987 | Financial Services | [email protected] |
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1930
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540.9K (-10%) | - | - | - | - | 20096 | 5 months ago | |
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-Limited-logo.jpg "Tradebulls Securities (P) Limited"){kind=logo}
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Tradebulls Securities (P)... | - | Your Tech-Broker | #AbTradingSabKeBasKiBaatHai | Tradebulls is a Fastest Growing #Broking House | 2 Lakh+ Clients | 2000+ Busines... | - |
India
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Mumbai | India (HQ) + 1 | 2009 | Financial Services, Trading Platform +1 | - |
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1242
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116.4K (-5%) | - | - | - | - | 16641 | 5 months ago | |
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Opus Investments | - | - | Opus Investment Management is an SEC-registered investment advisor dedicated to... | - |
United States
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Worcester | United States (HQ) | 1985 | Finance, Financial Services | [email protected] |
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206 (-93%) | - | - | - | - | 8 | 1 year ago | |
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Tradeshala | - | Investment Advisory, Global investment solutions, and Crypto trading in Derivati... |
Tradeshala is registered under the Ministry of MSME with Registration Number UD... |
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India
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- | India (HQ) | 2019 | Crypto, Financial Services | [email protected] |
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122
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12.9K (-20%) | - | - | - | - | 42002 | 5 months ago | |
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Seldon Capital | - | - | Seldon Capital LP is a private investment management firm dedicated to generatin... | - | - | - | - | 2019 | Finance, Financial Services | [email protected] |
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1.1K (-39%) | - | - | - | - | 220 | 1 year ago | |
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DayBlink | - | - | DayBlink Venture's long-term economic goal is to wholly own and operate a divers... | - |
United States
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Vienna | United States (HQ) + 1 | 2013 | Financial Services | [email protected] |
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13
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1.6K (85%) | - | - | - | - | 784 | 1 year ago | |
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ADVFN | - | ADVFN is a global financial markets & crypto site providing financial tools & da... | ADVFN (www.advfn.com) is an award-winning global stocks, shares and crypto infor... | - |
United Kingdom
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London | United Kingdom (HQ) | 1999 | Finance, Financial Services +1 | [email protected] |
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53
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4.1M | - | - | - | - | 62438 | 6 BRF YNC | |
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Catalyst Capital Advisors | - | - | Who We Are: Catalyst Funds is the premier alternative manager. Since our foundin... | - |
United States
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New York | United States (HQ) + 1 | 2006 | Financial Services, Platforms | [email protected] |
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76
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8.3K | - | - | - | - | 3451 | 5 months ago | |
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Partners Capital | - | Empowering your financial future with tailored investment management and advisor... | PARTNERS CAPITAL INVERSIONES S.A. operates within the financial services sector,... | - | - | - | - | - | Financial Services | [email protected] |
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550
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8 (-94%) | - | - | - | - | 62141 | 10 8rj eUq | |
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Casey Research | - | - | Casey Research has been making money for subscribers for 30 years. We do it by s... | - |
United States
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Delray Beach | United States (HQ) | 2003 | Financial Services, Insurance +1 | [email protected] |
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15
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526 (-21%) | - | - | - | - | 1443 | 10 jbB Kmv | |
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Delta Global Investment S... | - | Empowering your financial future with tailored investment solutions for retireme... | Delta Global Investment Services LLC operates as an independent investment manag... | - | - | - | - | 2009 | Finance, Financial Services | [email protected] |
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557
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335 | - | - | - | - | 29096 | 10 QL8 DRx | |
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Vestr | - | Building the all-in-one investment platform. Invest with the best. | Vestr is the all-in-one investing platform, uniquely combining elements from 20+... | - |
United States
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Los Angeles | United States (HQ) | 2022 | Financial Services | [email protected] |
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816 | 2 years ago | Pre Seed | 1 | 250.0K | 156 | 8 Hvc tKb | |
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August One | - | Investing in Good. For Good. | August One is a private investment firm regulated by the Monetary Authority of S... | - |
Singapore
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- | Singapore (HQ) | 2012 | Finance, Financial Services +2 | [email protected] |
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613 (-100%) | - | - | - | - | 1216 | 5 months ago | |
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DCA Capital | - | Enhancing growth with strategic expertise and innovative investment solutions. | Dca Capital Pty Ltd is a financial services firm managing the DCA Capital Yield... | - | - | - | - | 2017 | Finance, Financial Services +1 | - |
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605
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677 | - | - | - | - | 45576 | 8 eLv 4KO | |
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Allianz X | - | Investing in the future | Allianz X invests in innovative growth companies in ecosystems relevant to insur... | - |
Germany
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- | Germany (HQ) | 2016 | Finance, Financial Services +2 | [email protected] |
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52
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6.5K (41%) | - | - | - | - | 19 | 10 dEV ivp | |
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AlgoMerchant | - | We revolutionize the way people invest | AlgoMerchant revolutionizes the way people invest by providing fully AI-driven s... | - |
Singapore
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- | Singapore (HQ) | 2013 | AI, Finance +4 | [email protected] |
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311 (-74%) | 7 years ago | Series Unknown | 2 | 3.3M | 485 | 10 Ztf NCS | |
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Moneyfront | - | Wealth platform that offers a full range of financial investment services under... | Moneyfront is an endeavour to revolutionise the investment domain by offering an... | - |
India
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Mumbai | India (HQ) | 2016 | Financial Services, Trading Platform | - |
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17
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25.4K (110%) | - | - | - | - | 2933 | 2 years ago | |
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Guggenheim Investments | - | - | Guggenheim Investments is the global asset management and investment advisory di... | - |
United States
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New York | United States (HQ) + 1 | 1993 | Finance, Financial Services | - |
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115
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71.6K (-16%) | - | - | - | - | 8790 | 6 months ago | |
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Afribiz Invest pty Ltd | - | - | Afribiz Invest is a pan-African investment company investing in the continent’s... | - |
South Africa
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Johannesburg | South Africa (HQ) | 2005 | Financial Services, Information Technology +1 | [email protected] |
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189 | - | - | - | - | 540 | 1 OnI LKV | |
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Taiyo Pacific Partners | - | Protect - Unlock - Create | Taiyo was founded in 2001 to capitalize on the significant investment opportunit... | - |
United States
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Kirkland | United States (HQ) | 2001 | Finance, Financial Services | [email protected] |
1
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39
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4.7K (-16%) | - | - | - | - | 1079 | 6 m82 e01 | |
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Exencial Wealth Advisors | - | Exencial is a leading independent wealth management firm providing leadership to... |
Exencial is a leading independent wealth management firm. We are a Registered I... |
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United States
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Oklahoma City | United States (HQ) + 3 | 2003 | Financial Services | - |
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99
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3.8K (52%) | - | - | - | - | 4820 | 5 months ago | |
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Actum Group | - | The independent source of value creation insights enriched with advanced analyti... |
We deliver complete and actionable insights for your value creation agenda. Ac... |
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United Kingdom
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London | United Kingdom (HQ) | 2021 | Financial Services, IT | [email protected] |
1
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24
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1.2K (84%) | - | - | - | - | 2995 | 5 months ago | |
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Finestel | - | The Ultimate Crypto Trading Technology Solutions Provider | Offer a seamless investment experience to your clients with our fully white labe... | - |
Canada
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- | Canada (HQ) | 2021 | Blockchain, Crypto +5 | [email protected] |
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16
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408.0K (14%) | - | - | - | - | 331 | 8 months ago | |
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Phoenix Investment House... | - | בית אחד, מגוון אפשרויות השקעה וחיסכון | הפניקס בית השקעות (לשעבר אקסלנס) מהווה בית אחד למגוון הרחב בישראל של פתרונות השק... | - |
Israel
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- | Israel (HQ) | 1992 | Financial Services, Insurance +1 | [email protected] |
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372
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526.0K (4%) | - | - | - | - | 5817 | 1 year ago | |
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Trendrating | - | Investment Discipline That Outperforms | Trendrating is a global leader in the field of advanced analytics and portfolio... | - |
Switzerland
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Lugano | Switzerland (HQ) + 2 | 2013 | Analytics, Financial Services +1 | [email protected] |
1
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19
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575 (-39%) | 10 years ago | Seed | 1 | 1.0M | 1579 | 5 months ago | |
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RUFIJI Capital | - | Nous confier votre avenir crypto. | RUFIJI Capital propose une gestion 100% pilotée sur les cryptoactifs, adaptée au... | - |
France
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- | France (HQ) | 2023 | Crypto, Financial Services +1 | [email protected] |
1
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13
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7 (-100%) | - | - | - | - | 1410 | 4 months ago | |
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Stockhouse | - | Where the investment community connects. Your source for financial news, article... | Stockhouse is Canada’s leading financial portal and one of North America’s large... | - |
Canada
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- | Canada (HQ) | 1995 | Financial Services | [email protected] |
1
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76
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1.0M (-17%) | - | - | - | - | 2445 | 11 months ago | |
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FranShares | - | Passive franchise investing for the people. Join the waitlist today! |
FranShares is the passive franchise investing platform for the people. We give... |
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United States
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Chicago | United States (HQ) | 2020 | Finance, Financial Services +2 | [email protected] |
1
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10
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17.4K (-35%) | 1 year ago | Seed | 2 | 5.5M | 6147 | 10 months ago | |
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GeoWealth | - | We are The Advisor's TAMP, built for RIAs like you. Reach out to learn more abou... | GeoWealth is the advisor driven, tech enabled Turnkey Asset Management Platform... | - |
United States
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Chicago | United States (HQ) | 2010 | Finance, Financial Services +3 | [email protected] |
1
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102
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13.5K (17%) | 10 months ago | Series Unknown | 3 | 37.0M | 5023 | 5 months ago | |
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Whitebox - Ihre digitale... | - | Whitebox - überlegen. investieren. Hochwertig, transparent, fair. ETF-Sparpläne,... |
Ihre digitale Vermögensverwaltung. Transparent, professionell & kostengünstig.... |
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Germany
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- | Germany (HQ) | 2014 | Finance, Financial Services +2 | [email protected] |
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42
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14.6K (25%) | - | - | - | - | 2200 | 7 months ago | |
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Navigation Fund Services | - | Designed specifically for the needs of venture capital funds and their portfolio... | Navigation Fund Services (NFS) was started in 2017 to provide fund administratio... | - |
United States
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- | United States (HQ) | 2017 | Financial Services, Wealth Management | [email protected] |
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493 | - | - | - | - | 54 | 7 tGX GdV |