Company lists · Data refreshed September 2026

Top 25 Investment companies based in Tampa, United States

Name: Investment companies based in Tampa, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 73 companies tracked

RevenueBase identified 73 investment companies headquartered in Tampa, United States as of September 2026 and tracks 703 professional contacts across them, including 398 with verified work emails. New York is the largest hub.

This list covers investment companies headquartered in Tampa, 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

73Companies

703Contacts tracked

398Verified emails

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The 25 largest investment companies based in Tampa, United States

Ranked by team size

Top 25 of 73 investment companies based in Tampa, 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Doubleline	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 20, 2026	201-500	241 contacts →
	Indirect evidence “DoubleLine is an independent, employee-owned money management firm, founded in 2009.” Source: RevenueBase Database · checked Sep 20, 2026
2	Embrace Software INC	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 20, 2026	201-500	87 contacts →
	Indirect evidence “Embrace acquires and invests in niche software that provides industry-specific solutions.” Source: RevenueBase Database · checked Sep 20, 2026
3	Skyway Capital Markets, LLC	Strong evidence	Tampa, FL, United StatesHQ checked Sep 20, 2026	11-50	45 contacts →
	Strong evidence “Skyway Capital is a leading middle-market investment bank specializing in mergers & acquisitions, capital markets, and private capital advisory services.” Source: RevenueBase Database · checked Sep 20, 2026
4	Thomas Financial	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 20, 2026	11-50	25 contacts →
	Indirect evidence “Thomas Financial is one of a select number of financial service firms chosen to be a member of M Financial Group, a network of more than 140 independent members, all dedicated to…” Source: RevenueBase Database · checked Sep 20, 2026
5	Third Lake Partners, LLC	Strong evidence	Tampa, FL, United StatesHQ checked Sep 20, 2026	11-50	21 contacts →
	Strong evidence “Third Lake Partners ("TLP" or "Third Lake") is an investment advisory firm that advises a variety of private investment funds, influential families and individuals.” Source: RevenueBase Database · checked Sep 20, 2026
6	Weatherford Capital	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 20, 2026	11-50	19 contacts →
	Indirect evidence “Weatherford Capital prioritizes businesses across the technology, financials, and business and consumer services sectors-particularly companies operating in business-to-business…” Source: RevenueBase Database · checked Sep 20, 2026
7	Darwin Wealth Management	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 20, 2026	11-50	18 contacts →
	Indirect evidence “Our DNA is Different.” Source: RevenueBase Database · checked Sep 20, 2026
8	ALL Seasons Wealth	Strong evidence	Tampa, FL, United StatesHQ checked Sep 20, 2026	11-50	17 contacts →
	Strong evidence “As independent professional advisors, we can offer you a personalized financial strategy, not a generic investment program.” Source: RevenueBase Database · checked Sep 20, 2026
9	Requity Group	Strong evidence	Tampa, FL, United StatesHQ checked Sep 20, 2026	11-50	14 contacts →
	Strong evidence “Requity Group provides investment opportunities for both accredited & qualified investors in the commercial real estate market, specifically in the multifamily and manufactured…” Source: RevenueBase Database · checked Sep 20, 2026
10	First Liberties Financial	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 20, 2026	51-200	13 contacts →
	Indirect evidence “First Liberties Financial representatives service institutions, corporations, alternative asset managers, and high-net-worth individuals providing a diverse range of services…” Source: RevenueBase Database · checked Sep 20, 2026
11	Param Hansa Values LLC	Strong evidence	Tampa, FL, United StatesHQ checked Sep 20, 2026	1-10	12 contacts →
	Strong evidence “Param Hansa Values LLC is a private investment firm that manages the assets of Dheeraj Pandey - Chairman/CEO of DevRev, founder and erstwhile Chairman/CEO of Nutanix…” Source: RevenueBase Database · checked Sep 20, 2026
12	Opinicus	Strong evidence	Tampa, FL, United StatesHQ checked Sep 20, 2026	1-10	11 contacts →
	Strong evidence “Opinicus is a boutique investment management and financial planning firm founded by entrepreneurs, for affluent professionals and entrepreneurs.” Source: RevenueBase Database · checked Sep 20, 2026
13	Craft Wealth Services	Strong evidence	Tampa, FL, United StatesHQ checked Sep 20, 2026	1-10	8 contacts →
	Strong evidence “Craft Asset Management, LLC DBA Craft Wealth Services is a Registered Investment Adviser that provides financial planning, investment management, retirement planning, and estate…” Source: RevenueBase Database · checked Sep 20, 2026
14	Sickle Hunter Financial Advisors	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 20, 2026	1-10	8 contacts →
	Indirect evidence “Sickle Hunter Financial Advisors is a Financial Planning and Asset Management firm located in Tampa, Florida.” Source: RevenueBase Database · checked Sep 20, 2026
15	Validus Group	Strong evidence	Tampa, FL, United StatesHQ checked Sep 20, 2026	1-10	7 contacts →
	Strong evidence “Validus Group Partners is a private investment firm based in Tampa, Florida.” Source: RevenueBase Database · checked Sep 20, 2026
16	Laurel Ridge	Strong evidence	Tampa, FL, United StatesHQ checked Sep 20, 2026	1-10	7 contacts →
	Strong evidence “Laurel Ridge Investment Management focuses on making real estate, growth capital, and venture capital investments that provide shareholders with high-quality, risk-adjusted…” Source: RevenueBase Database · checked Sep 20, 2026
17	The Highstreet Group	Strong evidence	Tampa, FL, United StatesHQ checked Sep 20, 2026	1-10	7 contacts →
	Strong evidence “The Highstreet Group is a collection of independent companies that offer investment strategies designed to meet the needs of our clientele in today’s ever changing financial…” Source: RevenueBase Database · checked Sep 20, 2026
18	Suncoast Equity Management	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 20, 2026	11-50	6 contacts →
	Indirect evidence “Suncoast Equity Management LLC.” Source: RevenueBase Database · checked Sep 20, 2026
19	Cassedy Financial Group	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 20, 2026	11-50	5 contacts →
	Indirect evidence “Cassedy Financial Group is a financial services company based out of 113 S Boulevard, Tampa, Florida, United States.” Source: RevenueBase Database · checked Sep 20, 2026
20	Cfam Investments LLC	Strong evidence	Tampa, FL, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Strong evidence “CFam Investments is a private investment firm that invests across a wide range of companies with opportunities in banking, finance, medical technologies, green energy solutions…” Source: RevenueBase Database · checked Sep 20, 2026
21	Multiliving Solutions	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Indirect evidence “Let us help you achieve your financial goals.” Source: RevenueBase Database · checked Sep 20, 2026
22	Katz Capital	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 20, 2026	11-50	4 contacts →
	Indirect evidence “At Katz Capital, we take a multi-strategy, value-oriented approach to analytical investing, with the goal to build consistent returns over the long run.” Source: RevenueBase Database · checked Sep 20, 2026
23	Capco Asset Management	Strong evidence	Tampa, FL, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Strong evidence “Capco Asset Management is an investment management company based out of 101 E Kennedy Blvd, Tampa, Florida, United States.” Source: RevenueBase Database · checked Sep 20, 2026
24	Aileron Capital Management	Strong evidence	Tampa, FL, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Strong evidence “Through our group of companies, we offer Investment Banking, Business Financing and Real Estate Development services.” Source: RevenueBase Database · checked Sep 20, 2026
25	Solist Wealth Management	Strong evidence	Tampa, FL, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Strong evidence “Solist Wealth Management is a SEC registered investment advisor boutique.” Source: RevenueBase Database · checked Sep 20, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: investment companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names investment companies.
Partial evidence: Its own public description names part of investment companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 73 investment companies based in Tampa, United States

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Investment companies based in Tampa, United States at a glance

As of Sep 20, 2026

56.6%Verified-email coverage

9.6Average contacts per company

1-10Median size (employees)

1115.1%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

10001+

Email recency for this list is measured across the whole United States list rather than for Tampa, so it is reported there. Company counts and contact totals on this page are exact for Tampa, over 73 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 Tampa, 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 Tampa 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, 398 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 Tampa, United States?

RevenueBase identified 73 investment companies headquartered in Tampa, 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?

Doubleline, headquartered in Tampa, 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 398 verified decision-maker contacts tracked across these 73 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.