These are the Top Asset Management Companies in San Francisco (2021)

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This article showcases our top picks for the best San Francisco based Asset Management companies. These startups and companies are taking a variety of approaches to innovating the Asset Management industry, but are all exceptional companies well worth a follow.

We tried to pick companies across the size spectrum from cutting edge startups to established brands.

We selected these startups and companies for exceptional performance in one of these categories:

Innovation
- Innovative ideas
- Innovative route to market
- Innovative product
Growth
- Exceptional growth
- Exceptional growth strategy
Management
Societal impact

Top San Francisco Asset Management Companies

Data sourced from Crunchbase and SemRush.

Kraken

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Our mission is to accelerate the adoption of cryptocurrency so that you and the rest of the world can achieve financial freedom and inclusion. Founded in 2011 and with over 4 million clients, Kraken is one of the world’s largest, most successful bitcoin exchanges and we’re growing faster than ever.

Our range of successful products are playing an important role in the mainstream adoption of crypto assets. Kraken is a marketplace for digital assets where buyers, sellers, traders and speculators come together to exchange cryptocurrencies like Bitcoin, Ethereum, Litecoin and Ripple against national currencies like USD, EUR, CAD and JPY.

Clients trading larger sizes benefit from our principal Over-the-Counter (OTC) desk and white glove service. Advanced traders and technical analysis wizards can take advantage of our professional charting tools.

Software engineers, botters and hobbyist automators have available both REST and Websocket APIs with which trades can be made and market information obtained. Kraken provides 24/7 live chat support for any questions you have about getting started..

Pulley

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Pulley is a San Francisco-based company that provides a platform to help startup founders and employees figure out their equity. It also offers a cap table management product for startups to provide employee and investor equity information and maintain accurate ownership records.

The platform is used to issue employee and investor equity and maintain accurate ownership records as the company scales. Pulley manages the cap table and runs the client’s business with a clear understanding of the ownership of the business.

Founded in 2019 and is headquartered in San Francisco, CA, USA.. .

Aumni

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Aumni is the VC industry’s first plug & play portfolio intelligence platform and the solution that top VC firms use for a competitive edge and operational efficiency. Aumni audits, analyzes, and visualizes the key data trapped in VC deal documents to augment venture investment teams with the tools for better strategic decisions and improved daily operations.

An investor’s legal, economic, and control interests fundamentally inform and influence every activity that an investor can take. Aumni extracts and utilizes hundreds of data points from the underlying deal documents to track critical insights such as key investment rights, portfolio performance, and emerging investment patterns.

The Aumni platform is for forward-thinking venture investment teams that seek a solution to the challenges of unlocking and structuring the untapped expanse of data in their portfolio.. .

SINAI Technologies

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SINAI develops enterprise software for automating the regulatory burden of managing carbon taxes and climate risk.

Zerion

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Zerion is an all-in-one interface that allows technical and non-technical users to acquire, track and manage DeFi assets.

Datch

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Datch is an intelligent voice interface for industrial environments. It uses conversations to solve business process constraints, such as time spent on work orders, logging information, and solving problems during equipment breakdowns.

It’s the only solution that allows teams to speed up their processes by 90%, and it is adaptive across a number of workflows, from maintenance management through to safety, quality, operations, and business intelligence.. .

CASPIAN

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Caspian is a complete asset management solution that covers the lifecycle of the trade. It includes a fully developed OEMS, PMS, and RMS.

It provides a single interface into all major crypto exchanges, a complete suite of sophisticated trading algorithms, real-time and historical P&L and exposure tracking and professional customer service.. .

Mudrex

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Mudrex helps people invest in crypto like a hedge fund does. Pro traders build trading algorithms using Mudrex algorithmic trading platform.

Mudrex builds portfolio bundle using top performing algorithms for different risk-reward profile. An investor simply choose a portfolio based on her risk-reward expectations.

Mudrex then automatically buys and sells different crypto currencies on behalf of investors.. .

ZeFi

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ZeFi develops a neobanking platform that provides a permission less financial ecosystem without a central authority.

6connect

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6connect is the leader in software defined network control. ProVision, 6connect’s unique Dynamic Network ProVisioning (DNP) platform enables the discovery, configuration, and control of physical and virtual devices across distributed and mobile networks, cloud platforms, web-hosting platforms and data centers.

Innovative customers like PCCW, CrownCastle, Zayo, ViaWest, Swisscom, iLand Cloud Infrastructure, and CyrusOne utilize DNP to accelerate service delivery time, accurately provision complex network protocols, and dramatically reduce network complexity and costs, while achieving industry change management and compliance requirements. 6connect ProVision dynamically and holistically provisions SDN and physical network control factors needed to initiate and operate network and data center elements, including IP addresses, DNS zones, DNSSEC signatures, DHCP pools, VLAN and device level information.

Available as either a highly scalable cloud or on-premise solution, ProVision automatically controls these factors across distributed and separate physical networks in order to reduce errors that can crash networks, cause compliance errors, and delay the creation of new services.. .

MaintainX

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MaintainX is mobile-first work order and procedure digitization software enabling frontline transparency and efficiency. It helps track reactive maintenance, preventive maintenance, and control the daily operations of the business such as safety inspections, quality inspections, and operating checklists all with a digital audit trail.

They allow plant managers to become more efficient operators by delivering real-time business insights from the field. MaintainX helps businesses manage work orders and employee productivity through the automation of digital forms.

The company was founded in 2018 and is headquartered in San Francisco, California, United States.. .

Better Nature

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Better Nature is an Asset Management company.

Coinbase Custody

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Coinbase Custody operates as a standalone, independently-capitalized business to Coinbase, Inc. Coinbase Custody is a fiduciary under NY State Banking Law.

All digital assets are segregated and held in trust for the benefit of our clients.. .

Stessa

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Stessa is the essential tool for the millions of real estate investors with single-family rentals and multifamily buildings. Stessa offers a powerful new way to track, manage, and communicate the performance of real estate assets.

Property owners can now see all their key metrics in one place with a visual dashboard, automate their income and expense tracking, and save time with tax-ready financial reports. And best of all, Stessa is FREE for individual investors! Stessa was founded in 2016 and acquired by the JLL Spark division of JLL in 2018.

The company is headquartered in San Francisco.. .

Thomas Weisel Partners

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Thomas Weisel Partners LLC is a full service investment bank focused on the growth sectors of the global economy primarily in the

PocketBuildings

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PocketBuildings enables users to store, view and share their building plans and rich media. It was founded by two guys who unexpectedly fell in love with real estate tech.

The PocketBuildings team is working hard to place the world’s real estate at your fingertips and proudly launched its platform in March 2020.. .

Dispatchr

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Dispatchr is an enterprise mobile workforce management start-up that provides sophisticated predictive workforce management system. The start-up also offers solutions in the areas of fire management, maintenance & construction management, vegetation management, emergency management, and asset management.

Dispatchr delivers powerful technology including integrated weather, vegetation, and grid impact analysis, predictive analytics based on large-scale, geospatial computations, smart, secure and easy-to-use mobile platform, and analytics-powered mobile fleet management system. Dispatchr was founded in 2013and is based in San Francisco, California, USA..

BitBull Capital

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BitBull Capital is the first cryptocurrency fund of hedge funds.

Quantx Technologies

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US based AI private fund

Smart Capital Center

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Ultra-fast property valuation and affordable financing for commercial real estate investors.

RealEstateInvestor.com

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RealEstateInvestor.com provides a platform to connect people, processes, and technology to solve problems for real estate entrepreneurs. We are uniquely qualified to solve complex problems for real estate entrepreneurs in the areas of lead generation, marketing, systems, technology, and resources.

As an Inc. 500 fastest growing company, we take very seriously our mission “to create a measurable difference in people’s lives.”.

Perigon Wealth Management

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Wealth Management and Something More

Bricsnet

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A comprehensive and easy-to-use Integrated Workplace Management System. Bricsnet brings your real estate portfolio into perspective, so that you can better understand and manage its impact on your business.

Whether your focus is financial oversight, operations or planning, Bricsnet Enterprise provides both global oversight and detailed insight into the issues that keep you awake. Their comprehensive application suite addresses Project Management, Lease Administration, Real Estate Transactions, Budgeting, Planning, Space Occupancy and Utilization, Maintenance, Repairs, Operations and more â€“ all completely modular so you can get to work fast and focus on what’s critical to your business..

EIDR

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Founded in 2010 by MovieLabs at the request of the six major Hollywood studios (Disney, Sony, Paramount, Warner Bros., Fox, NBCUniversal) EIDR is a non-profit industry consortium that develops and manages an API-accessible registry of global ID numbers for all movie and TV content. Based on ISO’s DOI (Digital Object Identifier) standard, EIDR is analogous to ISBN #’s for books and UPC codes for CPG – creating a unique serial number for content ID, delivery, measurement and reporting.

In addition to the major studios, EIDR’s international membership includes Google, Netflix, Comcast, Amazon, Microsoft, ITV, Canal+ and many more. Responsibilities include association and financial management, fundraising and member recruitment, service planning and development, and driving use case adoption and deployment.

Now at more than 1.8 million unique content records, EIDR is a foundational driver of metadata supply-chain automation in the media and entertainment industry.. .

SkyCentrics

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SkyCentrics focuses on commercial building energy and asset management.

Indaba Capital Management

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Indaba Capital Management identifies opportunities to make an investment through the thorough due diligence of the company’s securities.

Ursa

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Ursa is a curated robo advisor automating the leg work of investing in an actively-managed personal stock portfolio.

Spear Street Capital

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Spear Street Capital is a real estate investment company specializing in the purchase, development & sales of office properties.

Sagacore

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Gamified lifestyle social platform.

Equiam

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Equiam is a dynamic firm that specializes in offering deeply researched and data-driven algorithms to make investment decisions.

Global Key Advisors

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Global Key Advisors is a full-service financial advisory firm serving individuals, families, and institutional investors. Its unique asset management approaches apply deep-research statistically driven methodologies underpinned by innovation and broad diversification.

Global Key Advisors was founded in 2014 and is headquartered in San Francisco, California.. .

Scanforce.io

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Scanforce can deliver a written quote in seconds, and final 2D architectural plans, a 3D building model (BIM), and 360° photo walk-through within 5-7 days. Scanforce evolved from the need to generate digital models of existing buildings quickly, affordably and accurately.

The first step of every building project, whether it be new construction or remodeling an existing structure, is a comprehensive understanding of current conditions. Before Scanforce, architects, engineers, and builders needed days or even weeks to visit a site, photograph it, survey it, hand sketch it, and annotate it prior to beginning the design phase..

Matthews Asia

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Matthews Asia specializes in investment management services.

Lattice Strategies

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Lattice Strategies is an investment management and risk design firm focused on successful investor outcomes. We believe that long-term growth of capital is a function of effective management of risks, not solely the pursuit of maximum returns over short time windows.

This approach guides Lattice’s research effort, which is dedicated to creatively applying risk management insights and processes to the management of liquid, transparent, tax-efficient, and structurally simple investment solutions.. .

FileMap

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FileMap is an alternative file manager for visual thinkers.

Avalon Global Asset Management

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Avalon Global Asset Management is an investment firm that provides financial services and consultation.

QuantScape Asset Management

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QuantScape Asset Management is a commodity trading advisory firm that offers econometric analysis services.

AQUA Licensing, LLC

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Based in Silicon Valley, Aqua Licensing, LLC was founded with a mission of assisting companies in strategically leveraging their intellectual property assets in the sale, or recapitalization, of their operations. Working with their banking partners, Aqua Licensing’s team of IP professionals structure transactions that deliver liquidity while maintaining IP asset rights.

These agreements can be used to bridge valuation gaps during M&A transactions, deliver non-dilutive funding for operations, or create shareholder liquidity. Aqua Licensing’s team includes senior executives from leading technology firms with years of relevant experience in IP strategy, protection, enforcement and licensing..