Company lists · Data refreshed September 2026

Top 25 Investment companies based in Denver, United States

RevenueBase identified 99 investment companies headquartered in Denver, United States as of September 2026 and tracks 554 professional contacts across them, including 199 with verified work emails. New York is the largest hub.

This list covers investment companies headquartered in Denver, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 20, 2026 86% judged on-target in blind review
99Companies
554Contacts tracked
199Verified emails
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The 25 largest investment companies based in Denver, United States

Ranked by team size
Top 25 of 99 investment companies based in Denver, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to investment companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Strong evidenceDenver, CO, United StatesHQ checked Sep 20, 202611-5034 contacts →

Strong evidence

“Founded in 2002, Summit Investment Management LLC is a private investment firm headquartered in Denver, Colorado.”

Source: RevenueBase Database · checked Sep 20, 2026
2Strong evidenceDenver, CO, United StatesHQ checked Sep 20, 202611-5027 contacts →

Strong evidence

“Proprietary Capital LLC, founded in 1997, is an SEC-registered investment management company headquartered in Denver, Colorado.”

Source: RevenueBase Database · checked Sep 20, 2026
3Strong evidenceDenver, CO, United StatesHQ checked Sep 20, 20261-1023 contacts →

Strong evidence

“IMA provides personal investment management services to individual and institutional clients through separately managed accounts.”

Source: RevenueBase Database · checked Sep 20, 2026
4Strong evidenceDenver, CO, United StatesHQ checked Sep 20, 202611-5022 contacts →

Strong evidence

“Blue Room is a private investment company born of invention, forward thought and HOPE.”

Source: RevenueBase Database · checked Sep 20, 2026
5Strong evidenceDenver, CO, United StatesHQ checked Sep 20, 202651-20018 contacts →

Strong evidence

“Unicom Capital is an investment firm specializing in the global equities market.”

Source: RevenueBase Database · checked Sep 20, 2026
6Indirect evidenceDenver, United StatesHQ checked Sep 20, 202611-5017 contacts →

Indirect evidence

“W.G.”

Source: RevenueBase Database · checked Sep 20, 2026
7Indirect evidenceDenver, CO, United StatesHQ checked Sep 20, 202611-5015 contacts →

Indirect evidence

“EdgeRock is an independent wealth management firm headquartered in Denver, CO.”

Source: RevenueBase Database · checked Sep 20, 2026
8Indirect evidenceDenver, CO, United StatesHQ checked Sep 20, 202611-5015 contacts →

Indirect evidence

“At Gill Capital Partners, we want you to understand the Capital Difference.”

Source: RevenueBase Database · checked Sep 20, 2026
9Strong evidenceDenver, CO, United StatesHQ checked Sep 20, 20261-1014 contacts →

Strong evidence

“Artesian Partners is a permanent capital investment group focused on long-term ownership of established micro-cap businesses in the Rocky Mountain, Midwest and Mid-Atlantic…”

Source: RevenueBase Database · checked Sep 20, 2026
10Indirect evidenceDenver, CO, United StatesHQ checked Sep 20, 20261-1011 contacts →

Indirect evidence

“Denver Private Wealth Management, is a client-focused, full-service wealth management advisory firm created to meet the unique needs of our clients.”

Source: RevenueBase Database · checked Sep 20, 2026
11Strong evidenceDenver, CO, United StatesHQ checked Sep 20, 202611-508 contacts →

Strong evidence

“OpenPath is an impact investments firm founded in 2005.”

Source: RevenueBase Database · checked Sep 20, 2026
12Indirect evidenceDenver, CO, United StatesHQ checked Sep 20, 20261-108 contacts →

Indirect evidence

“Pilkington Financial Group is a family-owned, independent financial planning firm in Sterling, Colorado, started in 1974 by Curt and Cindy Pilkington.”

Source: RevenueBase Database · checked Sep 20, 2026
13Strong evidenceDenver, CO, United StatesHQ checked Sep 20, 20261-107 contacts →

Strong evidence

“Paragon Capital Management is a financial advisor and investment management serving high-net-worth families and retirees since 1990.”

Source: RevenueBase Database · checked Sep 20, 2026
14Strong evidenceDenver, United StatesHQ checked Sep 20, 20261-107 contacts →

Strong evidence

Investment Security Group (ISG) was founded in 1992 with the mission of becoming a “client first” boutique firm offering you a one-stop resource of personalized investing and…”

Source: RevenueBase Database · checked Sep 20, 2026
15Indirect evidenceDenver, CO, United StatesHQ checked Sep 20, 20261-106 contacts →

Indirect evidence

“Our mission is to be one of the most valued professional relationships our clients have by providing in-depth education, effective communication, and a level of personal attention…”

Source: RevenueBase Database · checked Sep 20, 2026
16Strong evidenceDenver, CO, United StatesHQ checked Sep 20, 20261-105 contacts →

Strong evidence

“Capital Investment Counsel provides considerable experience to serve our clients.”

Source: RevenueBase Database · checked Sep 20, 2026
17Indirect evidenceDenver, CO, United StatesHQ checked Sep 20, 20261-105 contacts →

Indirect evidence

“Beanstalk Collaborative Community Wealth, LLC (BCCW) is a holding company dedicated to providing attractive financial & legacy-protecting opportunities to transitioning owners in…”

Source: RevenueBase Database · checked Sep 20, 2026
18Indirect evidenceDenver, CO, United StatesHQ checked Sep 20, 20261-105 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
19Strong evidenceDenver, CO, United StatesHQ checked Sep 20, 20261-104 contacts →

Strong evidence

“Kelly Intelligence is an SEC registered investment advisor that seeks to bring cutting-edge products.”

Source: RevenueBase Database · checked Sep 20, 2026
20Strong evidenceDenver, CO, United StatesHQ checked Sep 20, 20261-104 contacts →

Strong evidence

“Essential Investment Partners is an independent,"fee-only" investment advisory and wealth management firm managing more than $200 million (12/31/21) of assets for individuals…”

Source: RevenueBase Database · checked Sep 20, 2026
21Strong evidenceDenver, CO, United StatesHQ checked Sep 20, 20261-104 contacts →

Strong evidence

“Fish Capital Investments is a boutique private real estate investment firm that incorporates the sophistication and experience of large institutional companies into the mid-market…”

Source: RevenueBase Database · checked Sep 20, 2026
22Indirect evidenceDenver, CO, United StatesHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

“We want to buy & operate your awesome business.”

Source: RevenueBase Database · checked Sep 20, 2026
23Strong evidenceDenver, CO, United StatesHQ checked Sep 20, 20261-104 contacts →

Strong evidence

“Founded in by Brian Watson, Northstar Commercial Partners is a privately held commercial real estate investment company headquartered in Denver, Colorado.”

Source: RevenueBase Database · checked Sep 20, 2026
24Strong evidenceDenver, CO, United StatesHQ checked Sep 20, 20261-104 contacts →

Strong evidence

“At Garden Street Financial Group, our personalized plans are designed to help provide greater confidence through our full range of investment advisory and financial planning…”

Source: RevenueBase Database · checked Sep 20, 2026
25Strong evidenceDenver, CO, United StatesHQ checked Sep 20, 20261-104 contacts →

Strong evidence

“Sagebrush Companies is the parent of a diversified set of real estate investment, development and management companies focused on identifying, acquiring or developing and managing…”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 25 of 99 investment companies based in Denver, United States

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Investment companies based in Denver, United States at a glance

As of Sep 20, 2026
35.9%Verified-email coverage
5.6Average contacts per company
1-10Median size (employees)
822.2%Largest-city concentration · New York
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
78
11-50
14
51-200
4
201-500
1
1,001-5,000
2

Email recency for this list is measured across the whole United States list rather than for Denver, so it is reported there. Company counts and contact totals on this page are exact for Denver, over 99 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among investment companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Denver, United States whose own description of what they do matches “investment companies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names investment companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among investment companies, and records with no verified work email. Companies headquartered outside Denver are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 199 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Investment companies by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names investment companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many investment companies are there based in Denver, United States?

RevenueBase identified 99 investment companies headquartered in Denver, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Summit Investment Management LLC, headquartered in Denver, tops this list with the largest team on record.

Which city has the most investment companies?

New York leads with 814 headquartered companies, followed by Dallas (215) and Chicago (214).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 199 verified decision-maker contacts tracked across these 99 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.