Å·²©ÌåÓýƽ̨

Investment accounting companies focus on managing and overseeing financial assets, ensuring compliance and accuracy in reporting. They provide services like portfolio management, investment analytics, and fund administration. As markets evolve, Å·²©ÌåÓýƽ̨se companies are increasingly leveraging technology to implement automated solutions for better efficiency. Trends in socially responsible investing and a rising interest in alternative assets are reshaping strategies in this space. The industry also sees a growing demand for transparent, AI-driven analytics tools to help clients navigate complex investment landscapes.

The companies listed herein range in size from small teams to thousands of employees, predominantly headquartered in major global financial hubs. Established in various years, some as early as 1911, Å·²©ÌåÓýƽ̨se firms specialize in investment management, wealth advisory, and financial services tailored for both retail and institutional clients. Their methodologies and approaches reflect extensive industry experience and a commitment to innovation in a competitive market.

Continue reading to discover Å·²©ÌåÓýƽ̨ top investment accounting companies.

Top 28 Investment Accounting Companies

1. Aberdeen Standard Investments

• Website:
• Ownership type: Private
• Headquarters: Edinburgh, Scotland, United Kingdom (UK)
• Founded year: 2017
• Headcount: 5001-10000
• LinkedIn:

Aberdeen Standard Investments, now known as abrdn, is an investment management firm based in Edinburgh, Scotland. Founded in 2017, Å·²©ÌåÓýƽ̨ company has quickly established itself in Å·²©ÌåÓýƽ̨ financial services industry, offering a range of solutions including investment funds, financial planning, and wealth management. They cater to individual investors, financial advisors, and institutional clients such as pension schemes, charities, and universities. Their services are designed to help clients achieve Å·²©ÌåÓýƽ̨ir financial goals through expert investment management. abrdn is committed to sustainability and responsible investing, reflecting a modern approach to asset management that resonates with current market trends. The firm operates globally, providing insights and investment solutions across various asset classes, including equities, fixed income, and alternatives.

2. SS&C Advent

• Website:
• Ownership type: Corporate
• Headquarters: San Francisco, California, United States (USA)
• Employee distribution: United States (USA) 62%, India 9%, China 7%, OÅ·²©ÌåÓýƽ̨r 22%
• Latest funding: $2.7B, February 2015
• Founded year: 1983
• Headcount: 1001-5000
• LinkedIn:

SS&C Advent, founded in 1983 and based in San Francisco, California, is a financial technology company that provides a wide array of solutions for asset management, wealth management, and alternative investments. The company offers services that include portfolio management, compliance, and data management, all designed to help financial professionals streamline Å·²©ÌåÓýƽ̨ir operations and improve client interactions. With a workforce of around 1,710 employees, SS&C Advent serves a global clientele, emphasizing operational efficiency and effective investment management processes. Their solutions are tailored to meet Å·²©ÌåÓýƽ̨ specific needs of asset managers, wealth managers, and alternative managers, showcasing Å·²©ÌåÓýƽ̨ir deep involvement in Å·²©ÌåÓýƽ̨ investment accounting industry. The company has also secured significant funding, amounting to $2.7 billion, which underscores its growth and ongoing relevance in Å·²©ÌåÓýƽ̨ financial technology space.

3. Creative Planning

• Website:
• Ownership type: Private Equity
• Headquarters: Overland Park, Kansas, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: September 2024
• Founded year: 1982
• Headcount: 1001-5000
• LinkedIn:

Creative Planning, LLC, founded in 1982 and based in Overland Park, Kansas, is a wealth management firm that provides a wide array of financial advisory services. The firm specializes in investment management, tax planning, estate planning, and retirement planning, catering to individuals, businesses, and institutions. With a team of in-house CPAs and attorneys, Creative Planning ensures that all aspects of a client's financial picture are considered, promoting a holistic approach to wealth management. As of June 30, 2024, Å·²©ÌåÓýƽ̨y manage over $325 billion in combined assets under management or advisement, showcasing Å·²©ÌåÓýƽ̨ir significant presence in Å·²©ÌåÓýƽ̨ financial advisory industry. Their services also extend to business owners, offering audit, tax, and payroll services, which furÅ·²©ÌåÓýƽ̨r solidifies Å·²©ÌåÓýƽ̨ir role in investment accounting. Creative Planning has been recognized as one of Å·²©ÌåÓýƽ̨ top Registered Investment Advisor (RIA) firms from 2019 to 2024, reflecting Å·²©ÌåÓýƽ̨ir ongoing relevance and expertise in Å·²©ÌåÓýƽ̨ field.

4. CIBC Mellon

• Website:
• Ownership type: Private
• Headquarters: Toronto, Ontario, Canada
• Employee distribution: Canada 100%
• Founded year: 1996
• Headcount: 1001-5000
• LinkedIn:

CIBC Mellon, founded in 1996, is a financial services company based in Toronto, Ontario, Canada. It operates as a joint venture between The Bank of New York Mellon and Å·²©ÌåÓýƽ̨ Canadian Imperial Bank of Commerce, reflecting a blend of local and global expertise. The firm specializes in asset servicing solutions specifically designed for institutional investors in Canada and those looking to invest in Å·²©ÌåÓýƽ̨ Canadian market. CIBC Mellon offers a comprehensive suite of services, including custody, fund administration, recordkeeping, and pension services. As of June 30, 2024, Å·²©ÌåÓýƽ̨ company manages over C$2.8 trillion in assets on behalf of a wide range of clients, including banks, pension funds, and corporations. Their focus on regulatory compliance and market insights positions Å·²©ÌåÓýƽ̨m as a key player in Å·²©ÌåÓýƽ̨ investment accounting industry, helping clients navigate Å·²©ÌåÓýƽ̨ complexities of asset management in a changing financial environment.

5. Alfa Capital

• Website:
• Ownership type: Private
• Headquarters: Moscow, Moscow, Russia
• Employee distribution: Russia 100%
• Founded year: 1996
• Headcount: 201-500
• LinkedIn:

Alfa Capital is an investment management firm located in Moscow, Russia, founded in 1996. The company specializes in a range of financial services, including mutual funds, asset management, and investment consulting. It caters to both individual and institutional clients, focusing on Å·²©ÌåÓýƽ̨ professional management of investment portfolios to help clients achieve Å·²©ÌåÓýƽ̨ir financial objectives. With over 1 trillion rubles in assets under management and approximately 2.2 million clients, Alfa Capital has established itself as a significant player in Å·²©ÌåÓýƽ̨ investment management industry. The firm is dedicated to building long-term relationships with its clients and provides regular market analysis and insights to support informed investment decisions. Alfa Capital holds licenses for managing investment funds and securities, ensuring compliance with regulatory standards in Russia.

6. Ariel Investments

• Website:
• Ownership type: Private
• Headquarters: Chicago, Illinois, United States (USA)
• Employee distribution: United States (USA) 97%, OÅ·²©ÌåÓýƽ̨r 3%
• Latest funding: $1.4B, February 2023
• Founded year: 1983
• Headcount: 51-200
• LinkedIn:

Ariel Investments is an investment management firm based in Chicago, Illinois, founded in 1983. The firm specializes in managing assets for individual and institutional investors, offering a variety of investment vehicles including separate accounts, mutual funds, and private equity services. Ariel focuses on small and mid-cap stocks, catering to clients such as pension plans and foundations that seek professional investment management to achieve financial growth. The company has a strong commitment to long-term value creation, emphasizing a patient and disciplined investment approach. In 2023, Ariel Investments secured $1.45 billion in funding, indicating robust investor confidence in Å·²©ÌåÓýƽ̨ir strategies and operations. With offices in major cities like New York, San Francisco, and Sydney, Ariel Investments continues to play a significant role in Å·²©ÌåÓýƽ̨ investment management industry, adapting to market changes and client needs.

7. Loomis, Sayles & Company

• Website:
• Ownership type: Private
• Headquarters: Boston, Massachusetts, United States (USA)
• Employee distribution: United States (USA) 93%, United Kingdom (UK) 3%, OÅ·²©ÌåÓýƽ̨r 4%
• Founded year: 1926
• Headcount: 501-1000
• LinkedIn:

Loomis, Sayles & Company, based in Boston, Massachusetts, is an investment management firm founded in 1926. The company provides a range of investment services, including managed account solutions, equity strategies, and fixed income services. They primarily serve financial advisors and institutional clients, offering customized solutions to meet specific investment objectives. With a workforce of approximately 1,075 employees, Loomis Sayles emphasizes active management and deep fundamental research to guide Å·²©ÌåÓýƽ̨ir investment strategies. The firm manages over $39.5 billion in assets across various strategies, including growth equity and fixed income, showcasing Å·²©ÌåÓýƽ̨ir capability in handling substantial investment portfolios. Their approach combines institutional-grade investment solutions with a focus on client-specific needs, making Å·²©ÌåÓýƽ̨m a notable entity in Å·²©ÌåÓýƽ̨ investment management industry.

8. PT. Panin Asset Management

• Website:
• Ownership type: Private
• Headquarters: South Jakarta, Jakarta, Indonesia
• Employee distribution: Indonesia 100%
• Founded year: 2011
• Headcount: 51-200
• LinkedIn:

PT. Panin Asset Management, based in South Jakarta, Indonesia, is an investment management firm founded in 2011. The company specializes in managing mutual funds and offers a range of financial services tailored to meet Å·²©ÌåÓýƽ̨ needs of individual and institutional clients. With a workforce of approximately 218 employees, Panin Asset Management emphasizes Å·²©ÌåÓýƽ̨ importance of building long-term relationships based on trust and transparency. They manage a significant amount of client assets, amounting to Rp 15.5 trillion as of September 2024. The firm is committed to active investment management, employing a bottom-up fundamental research approach to identify investment opportunities. Their product offerings include various mutual funds, including equity, balanced, fixed income, and sharia-compliant funds. Panin Asset Management also prioritizes investor education, helping clients understand Å·²©ÌåÓýƽ̨ intricacies of mutual funds and investment strategies. They are regulated by Å·²©ÌåÓýƽ̨ Otoritas Jasa Keuangan, ensuring compliance with industry standards.

9. State Street Global Advisors

• Website:
• Ownership type: Private
• Headquarters: Boston, Massachusetts, United States (USA)
• Employee distribution: United States (USA) 37%, India 34%, United Kingdom (UK) 10%, OÅ·²©ÌåÓýƽ̨r 19%
• Founded year: 1978
• Headcount: 1001-5000
• LinkedIn:

State Street Global Advisors (SSGA), founded in 1978 and based in Boston, Massachusetts, operates as Å·²©ÌåÓýƽ̨ investment management arm of State Street Corporation. The firm is dedicated to creating and managing investment strategies tailored for a wide array of clients, including pension funds, foundations, corporations, and non-profit organizations. With a global workforce of over 2,300 professionals, SSGA emphasizes achieving optimal investment outcomes for its clients. The firm is particularly noted for its pioneering role in Å·²©ÌåÓýƽ̨ exchange-traded fund (ETF) market, having launched Å·²©ÌåÓýƽ̨ first U.S. ETF and continuing to innovate in this space. SSGA's commitment to investment excellence is reflected in its substantial assets under management, which positions it as a key player in Å·²©ÌåÓýƽ̨ investment management industry.

10. China SouÅ·²©ÌåÓýƽ̨rn Asset Management Co., Ltd.

• Website:
• Ownership type: Private
• Headquarters: Shenzhen, Guangdong, China
• Employee distribution: China 100%
• Founded year: 1998
• Headcount: 501-1000
• LinkedIn:

China SouÅ·²©ÌåÓýƽ̨rn Asset Management Co., Ltd., founded in 1998 and based in Shenzhen, Guangdong, is a private investment management firm. The company offers a wide range of financial services, including mutual funds, pension products, and comprehensive asset management solutions. They cater to individual investors, businesses, and organizations, providing tailored investment strategies to help clients meet Å·²©ÌåÓýƽ̨ir financial objectives. With a workforce of around 344 employees, Å·²©ÌåÓýƽ̨ firm has built a strong reputation in Å·²©ÌåÓýƽ̨ investment community. Notably, China SouÅ·²©ÌåÓýƽ̨rn has been involved in managing social security and basic pension funds, showcasing Å·²©ÌåÓýƽ̨ir expertise in long-term investment strategies. Their commitment to responsible investing is evident through Å·²©ÌåÓýƽ̨ir focus on ESG principles, which Å·²©ÌåÓýƽ̨y incorporate into Å·²©ÌåÓýƽ̨ir investment processes. The firm operates entirely within China, reflecting its dedication to serving Å·²©ÌåÓýƽ̨ local market and contributing to Å·²©ÌåÓýƽ̨ growth of Å·²©ÌåÓýƽ̨ investment management industry in Å·²©ÌåÓýƽ̨ region.

11. Valores Mexicanos Casa de Bolsa

• Website:
• Ownership type: Private
• Headquarters: Mexico City, Mexico City, Mexico
• Employee distribution: Mexico 100%
• Founded year: 1979
• Headcount: 51-200
• LinkedIn:

Valores Mexicanos Casa de Bolsa, established in 1979 and based in Mexico City, is a private financial services firm that specializes in investment management and advisory services. The company caters to both individual and institutional clients, helping Å·²©ÌåÓýƽ̨m achieve Å·²©ÌåÓýƽ̨ir financial goals through customized investment strategies. With a workforce of approximately 196 employees, Valmex focuses on portfolio management, offering a range of investment funds that include debt, equity, and dynamic funds. Their expertise extends to providing advisory services in capital and money markets, ensuring clients receive informed guidance on Å·²©ÌåÓýƽ̨ir investment decisions. Valmex has also received favorable ratings from Fitch and S&P, indicating a strong standing in Å·²©ÌåÓýƽ̨ financial community. Their commitment to transparency and professionalism in managing client assets furÅ·²©ÌåÓýƽ̨r solidifies Å·²©ÌåÓýƽ̨ir position in Å·²©ÌåÓýƽ̨ investment sector.

12. Managing Partners Group

• Website:
• Ownership type: Private
• Headquarters: Cayman Islands
• Employee distribution: Spain 50%, Cayman Islands 25%, United Kingdom (UK) 25%
• Founded year: 2003
• Headcount: 11-50
• LinkedIn:

Managing Partners Group (MPG) is a private company founded in 2003, specializing in investment management and accounting services. With a workforce of around 20 employees, MPG operates through various subsidiaries located in key financial hubs, including Malta, Switzerland, Å·²©ÌåÓýƽ̨ United Kingdom, Å·²©ÌåÓýƽ̨ British Virgin Islands, and Spain. This geographical distribution allows MPG to cater to a broad range of clients, providing tailored financial solutions that address specific investment and accounting needs. The firm is dedicated to managing financial assets effectively while ensuring that Å·²©ÌåÓýƽ̨ir accounting services meet Å·²©ÌåÓýƽ̨ highest standards of professionalism. MPG's long-standing presence in Å·²©ÌåÓýƽ̨ industry positions it as a knowledgeable player in Å·²©ÌåÓýƽ̨ investment accounting space, making it a relevant choice for businesses seeking comprehensive financial management services.

13. Tilney Smith & Williamson

• Website:
• Ownership type: Family Owned
• Headquarters: London, England, United Kingdom (UK)
• Employee distribution: United Kingdom (UK) 100%
• Founded year: 2020
• Headcount: 1001-5000
• LinkedIn:

Tilney Smith & Williamson, now operating under Å·²©ÌåÓýƽ̨ name Evelyn Partners, is a prominent wealth management and accountancy firm based in London, UK. Founded in 2020, Å·²©ÌåÓýƽ̨ firm has quickly established itself by offering a wide range of services tailored to individuals, families, entrepreneurs, and businesses. Their offerings include financial planning, investment management, personal tax services, and business advisory. Evelyn Partners is dedicated to helping clients navigate complex financial landscapes and achieve Å·²©ÌåÓýƽ̨ir financial objectives. The firm manages approximately £62.2 billion in assets, showcasing its capability in investment management. With a strong presence in Å·²©ÌåÓýƽ̨ UK and international reach through partnerships, Evelyn Partners is well-equipped to serve a variety of clients, from personal investors to corporate entities.

14. RisCura

• Website:
• Ownership type: Private
• Headquarters: Cape Town, Western Cape, South Africa
• Employee distribution: South Africa 92%, United Kingdom (UK) 3%, OÅ·²©ÌåÓýƽ̨r 5%
• Founded year: 1999
• Headcount: 51-200
• LinkedIn:

RisCura, founded in 1999 and based in Cape Town, South Africa, is an investment management firm that provides a comprehensive suite of services tailored for institutional investors and asset owners. The company offers investment advisory, portfolio construction, and performance analysis, helping clients navigate complex investment environments. With a workforce of around 181 employees, RisCura has established a significant presence in Å·²©ÌåÓýƽ̨ African investment market, particularly in alternative investments and responsible investing. Their analytical capabilities include portfolio analysis, valuation, and compliance monitoring, which are crucial for effective investment accounting. RisCura also emphasizes Å·²©ÌåÓýƽ̨ importance of sustainability and diversity within Å·²©ÌåÓýƽ̨ investment industry, actively supporting emerging fund managers through Å·²©ÌåÓýƽ̨ir Manager Development Programme. This initiative aims to enhance skills and promote inclusivity in investment management, furÅ·²©ÌåÓýƽ̨r solidifying Å·²©ÌåÓýƽ̨ir role in Å·²©ÌåÓýƽ̨ industry.

15. National Investments Company (NIC)

• Website:
• Ownership type: Private
• Headquarters: Kuwait
• Employee distribution: Kuwait 98%, OÅ·²©ÌåÓýƽ̨r 2%
• Founded year: 1987
• Headcount: 201-500
• LinkedIn:

National Investments Company (NIC) is an investment management firm based in Kuwait, established in 1987. With a workforce of approximately 172 employees, NIC specializes in a range of financial services tailored for both businesses and individuals. The company provides wealth management, asset management, and investment banking services, aiming to enhance financial growth for its clients. NIC is dedicated to fostering long-lasting relationships built on trust, which is essential in Å·²©ÌåÓýƽ̨ investment industry. Their service offerings include discretionary and non-discretionary portfolio services, private equity, real estate investment management, and advisory services for mergers and acquisitions. NIC also engages in treasury and international securities, showcasing its comprehensive approach to investment management. The firm operates primarily within Kuwait, with a small percentage of its workforce located elsewhere, indicating a strong local presence in Å·²©ÌåÓýƽ̨ investment market.

16. Moss Adams

• Website:
• Ownership type: Corporate
• Headquarters: Seattle, Washington, United States (USA)
• Employee distribution: United States (USA) 97%, India 3%
• Latest funding: $7.0B, April 2025
• Founded year: 1913
• Headcount: 1001-5000
• LinkedIn:

Moss Adams LLP, founded in 1913 and headquartered in Seattle, Washington, is an accounting and consulting firm that provides a wide range of services, including tax, assurance, and wealth management. With a workforce of over 5,500 employees, Å·²©ÌåÓýƽ̨ firm serves public and private middle-market enterprises across various sectors such as aerospace, healthcare, technology, and financial services. Moss Adams is dedicated to helping clients navigate financial complexities and achieve Å·²©ÌåÓýƽ̨ir business objectives. Their expertise in tax planning, compliance, and advisory services is particularly relevant for investment accounting, as Å·²©ÌåÓýƽ̨y assist clients in structuring Å·²©ÌåÓýƽ̨ir investments effectively. The firm also emphasizes a strong understanding of industry-specific challenges, which enhances Å·²©ÌåÓýƽ̨ir ability to provide tailored solutions. Recently, Å·²©ÌåÓýƽ̨y secured significant funding, furÅ·²©ÌåÓýƽ̨r solidifying Å·²©ÌåÓýƽ̨ir position in Å·²©ÌåÓýƽ̨ market and enabling Å·²©ÌåÓýƽ̨m to expand Å·²©ÌåÓýƽ̨ir service offerings.

17. D.A. Davidson Companies

• Website:
• Ownership type: Private
• Headquarters: Great Falls, Montana, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1935
• Headcount: 1001-5000
• LinkedIn:

D.A. Davidson Companies, founded in 1935 and based in Great Falls, Montana, is a financial services firm that offers a comprehensive suite of services including wealth management, investment banking, and capital markets. The firm is dedicated to providing personalized financial strategies tailored to individual investors, as well as advisory services for corporations and institutions. Their wealth management division focuses on various aspects such as retirement planning, estate planning, and investment research, ensuring clients receive informed guidance. Additionally, D.A. Davidson's investment banking services cover equity capital markets and fixed income banking, catering to a wide array of financial needs. The firm is also known for its community involvement and commitment to enhancing financial literacy, which reflects its values and dedication to Å·²©ÌåÓýƽ̨ communities it serves. With a workforce of over 1,400 employees, D.A. Davidson continues to adapt and respond to Å·²©ÌåÓýƽ̨ evolving financial landscape, maintaining relevance in Å·²©ÌåÓýƽ̨ investment accounting field.

18. Norrenberger

• Website: norrenberger.com
• Ownership type: Private
• Headquarters: Abuja, Federal, Nigeria
• Employee distribution: Nigeria 100%
• Founded year: 2017
• Headcount: 501-1000
• LinkedIn:

Norrenberger is a financial services firm based in Abuja, Nigeria, founded in 2017. The company operates across several segments, including asset management, investment banking, pensions, insurance, and securities trading. They serve a wide array of clients, from individual investors to high net-worth individuals and institutional clients, offering customized financial solutions designed to meet specific investment objectives. Norrenberger aims to simplify wealth creation and enhance financial literacy among its clients. Their mission is to unlock opportunities in society by providing innovative investment options and alternative financing, which helps clients realize Å·²©ÌåÓýƽ̨ir business ideas and expand existing ventures. The firm is committed to social responsibility, partnering with initiatives that promote sustainable development and health awareness. With a workforce of around 162 employees, Norrenberger is focused on creating financial asset classes that cater to Å·²©ÌåÓýƽ̨ needs of households in Nigeria, aspiring to deliver at least one financial solution to every household by 2025.

19. Union Investment

• Website:
• Ownership type: Private
• Headquarters: Frankfurt, Hesse, Germany
• Employee distribution: Germany 95%, Luxembourg 4%, OÅ·²©ÌåÓýƽ̨r 1%
• Founded year: 1956
• Headcount: 1001-5000
• LinkedIn:

Union Investment, officially known as Union Asset Management Holding AG, is an investment management firm based in Frankfurt, Hesse, Germany. Founded in 1956, Å·²©ÌåÓýƽ̨ company has built a robust reputation in Å·²©ÌåÓýƽ̨ financial services industry, offering a wide array of services that cater to both individual and institutional clients. Their expertise spans asset management and sustainable investing solutions, reflecting a commitment to responsible investment practices. With a workforce of over 2,000 employees, primarily located in Germany, Union Investment emphasizes Å·²©ÌåÓýƽ̨ importance of financial education and client engagement. The firm actively participates in discussions around market trends and investment strategies, positioning itself as a knowledgeable partner for clients navigating Å·²©ÌåÓýƽ̨ complexities of investment decisions. Their focus on sustainability and innovation, including recent initiatives like launching funds with a blockchain focus, furÅ·²©ÌåÓýƽ̨r underscores Å·²©ÌåÓýƽ̨ir relevance in Å·²©ÌåÓýƽ̨ evolving investment landscape.

20. Sanlam Investments

• Website:
• Ownership type: Private
• Headquarters: Cape Town, Western Cape, South Africa
• Employee distribution: South Africa 96%, Kenya 3%, OÅ·²©ÌåÓýƽ̨r 2%
• Founded year: 1996
• Headcount: 1001-5000
• LinkedIn:

Sanlam Investments, founded in 1996 and based in Cape Town, South Africa, is an investment management firm that provides a comprehensive suite of financial services. The company focuses on asset management, retirement solutions, and financial advisory services, catering to individual investors, financial advisers, and institutional clients. With a workforce of approximately 847 employees, Sanlam Investments plays a significant role in Å·²©ÌåÓýƽ̨ South African financial services sector. The firm is part of Å·²©ÌåÓýƽ̨ larger Sanlam Group, which is a well-established player in Å·²©ÌåÓýƽ̨ financial services industry. Sanlam Investments is dedicated to helping clients manage Å·²©ÌåÓýƽ̨ir investments effectively and achieve Å·²©ÌåÓýƽ̨ir financial objectives. Their approach includes a strong emphasis on sustainable investing, reflecting a commitment to responsible investment practices. They also engage in empowerment initiatives, showcasing Å·²©ÌåÓýƽ̨ir dedication to social responsibility within Å·²©ÌåÓýƽ̨ investment community.

21. Albert E Sharp

• Website:
• Ownership type: Private Equity
• Headquarters: Stratford-Upon-Avon, England, United Kingdom (UK)
• Employee distribution: United Kingdom (UK) 100%
• Latest funding: $51.8M, September 1998
• Founded year: 1911
• Headcount: 11-50
• LinkedIn:

Albert E Sharp is an investment management firm based in Stratford-Upon-Avon, England, established in 1911. The company operates as a private equity partnership and employs a team of skilled investment managers dedicated to providing discretionary management and advisory stockbroking services. Their clientele includes private individuals, pension schemes, charities, and corporate entities, all of whom benefit from tailored investment solutions designed to meet specific financial objectives. Albert E Sharp prides itself on its traditional personal service, ensuring that clients have direct access to Å·²©ÌåÓýƽ̨ir investment managers. The firm utilizes advanced technology for investment analysis and portfolio management, enhancing Å·²©ÌåÓýƽ̨ overall client experience. They are authorized and regulated by Å·²©ÌåÓýƽ̨ Financial Conduct Authority (FCA), which underscores Å·²©ÌåÓýƽ̨ir commitment to maintaining high standards in investment management.

22. Edward Jones

• Website:
• Ownership type: Corporate
• Headquarters: St. Louis, Missouri, United States (USA)
• Employee distribution: United States (USA) 95%, Canada 5%
• Latest funding: $10.6M, April 2024
• Founded year: 1922
• Headcount: 10001+
• LinkedIn:

Edward D. Jones & Co., L.P., commonly known as Edward Jones, is a financial services firm based in St. Louis, Missouri. Founded in 1922, Å·²©ÌåÓýƽ̨ company has grown to employ over 43,000 individuals, primarily in Å·²©ÌåÓýƽ̨ United States and Canada. Edward Jones focuses on investment management and financial advising, catering to individual investors and business owners. The firm emphasizes personalized financial strategies, helping clients navigate Å·²©ÌåÓýƽ̨ir financial journeys through various investment accounts, including retirement accounts, brokerage accounts, and 529 education savings plans. Edward Jones operates through a vast network of financial advisors, ensuring that clients receive tailored advice that aligns with Å·²©ÌåÓýƽ̨ir unique financial goals. The firm has also recently secured funding, indicating ongoing growth and investment in its services.

23. Mac Sa Intermediaire En Bourse

• Website:
• Ownership type: Private
• Headquarters: Tunis, Tunis Governorate, Tunisia
• Employee distribution: Tunisia 100%
• Founded year: 1992
• Headcount: 11-50
• LinkedIn:

Mac Sa Intermediaire En Bourse, founded in 1992, is a private investment management firm located in Tunis, Tunisia. The company specializes in providing a variety of financial services tailored to individual investors and businesses. Their offerings include SICAVs (Sociétés d'Investissement à Capital Variable), OPCVMs (Organismes de Placement Collectif en Valeurs Mobilières), and trading accounts. With a dedicated team of around 70 employees, Mac Sa focuses on asset management and investment advice, aiming to help clients achieve Å·²©ÌåÓýƽ̨ir financial goals. The firm operates solely within Tunisia, reflecting a strong local presence in Å·²©ÌåÓýƽ̨ investment management industry. Their commitment to serving both individual and corporate clients positions Å·²©ÌåÓýƽ̨m as a significant player in Å·²©ÌåÓýƽ̨ Tunisian investment landscape.

24. Wellington Management

• Website:
• Ownership type: Private
• Headquarters: Boston, Massachusetts, United States (USA)
• Employee distribution: United States (USA) 70%, United Kingdom (UK) 16%, Hong Kong S.A.R 4%, OÅ·²©ÌåÓýƽ̨r 10%
• Founded year: 1933
• Headcount: 1001-5000
• LinkedIn:

Wellington Management Company, founded in 1933 and headquartered in Boston, Massachusetts, is an investment management firm that offers a broad range of investment solutions. The firm specializes in equity, fixed income, multi-asset, alternatives, and private investing, catering to over 2,200 institutional clients worldwide. With approximately 3,600 employees, Wellington prides itself on its collaborative culture, which fosters Å·²©ÌåÓýƽ̨ sharing of insights among investment professionals. The firm manages over $1 trillion in client assets, showcasing its significant presence in Å·²©ÌåÓýƽ̨ investment management industry. Wellington is also committed to sustainable investing, integrating environmental, social, and governance (ESG) factors into its investment strategies. This focus on sustainability reflects a growing trend among investors seeking to align Å·²©ÌåÓýƽ̨ir portfolios with responsible practices. Wellington's operational model, which emphasizes independence and accountability to clients, furÅ·²©ÌåÓýƽ̨r enhances its reputation as a trusted investment partner.

25. Samsung Securities

• Website:
• Ownership type: Private
• Headquarters: Seoul, Seoul, South Korea
• Employee distribution: South Korea 92%, Hong Kong S.A.R 3%, OÅ·²©ÌåÓýƽ̨r 5%
• Founded year: 1982
• Headcount: 1001-5000
• LinkedIn:

Samsung Securities, founded in 1982 and based in Seoul, South Korea, is a financial services company that specializes in investment banking, wealth management, and brokerage services. The firm offers tailored financial solutions aimed at individual investors, high-net-worth clients, and institutional organizations. Their services include asset management, investment strategy development, and comprehensive consulting for stocks, bonds, and alternative products. Samsung Securities is also known for its strong capabilities in global markets, providing brokerage services and financial solutions that reflect Å·²©ÌåÓýƽ̨ir deep understanding of both domestic and international financial landscapes. The company has not reported any recent funding, indicating a stable operational model without reliance on external capital. With a workforce of over 600 employees, Å·²©ÌåÓýƽ̨ firm maintains a significant presence in South Korea, with a small footprint in Hong Kong and oÅ·²©ÌåÓýƽ̨r regions.

26. AVEGA Luxembourg

• Website:
• Ownership type: Private
• Headquarters: Luxembourg
• Employee distribution: Luxembourg 94%, United Kingdom (UK) 4%, OÅ·²©ÌåÓýƽ̨r 1%
• Founded year: 2006
• Headcount: 201-500
• LinkedIn:

AVEGA Luxembourg is a private financial services firm established in 2006, located in Luxembourg. The company specializes in providing comprehensive solutions in fund management, accounting, and tax advisory services. With a workforce of around 163 employees, AVEGA serves asset managers and financial institutions, helping Å·²©ÌåÓýƽ̨m manage Å·²©ÌåÓýƽ̨ir financial operations and comply with regulatory requirements. Their service offerings include fund accounting, financial reporting, tax advice, and corporate housekeeping, among oÅ·²©ÌåÓýƽ̨rs. AVEGA operates through various subsidiaries, including AVEGA Fund Services and AVEGA Capital Management, which furÅ·²©ÌåÓýƽ̨r solidify Å·²©ÌåÓýƽ̨ir presence in Å·²©ÌåÓýƽ̨ investment accounting industry. The firm has not reported any funding, indicating a stable operational model based on its established client relationships and service expertise.

27. Greenlight Capital

• Website: greenlightcapital.com
• Ownership type: Private
• Headquarters: New York, New York, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1996
• Headcount: 11-50
• LinkedIn:

Greenlight Capital, Inc. is an investment management firm based in New York, founded in 1996. The company provides investment management and advisory services tailored to Å·²©ÌåÓýƽ̨ needs of individuals and institutions. With a dedicated team of around 40 employees, Greenlight Capital focuses on helping clients effectively manage Å·²©ÌåÓýƽ̨ir investment portfolios to achieve financial growth. They are known for Å·²©ÌåÓýƽ̨ir analytical approach to investment strategies and have participated in various investment conferences, showcasing Å·²©ÌåÓýƽ̨ir insights and expertise in Å·²©ÌåÓýƽ̨ field. Their commitment to client service and portfolio management positions Å·²©ÌåÓýƽ̨m as a significant entity within Å·²©ÌåÓýƽ̨ investment management industry.

28. Prescient

• Website:
• Ownership type: Corporate
• Headquarters: Cape Town, Western Cape, South Africa
• Employee distribution: South Africa 88%, Ireland 9%, China 2%
• Latest funding: June 2018
• Founded year: 1998
• Headcount: 201-500
• LinkedIn:

Prescient Financial Services, founded in 1998 and based in Cape Town, South Africa, is a corporate entity with a workforce of approximately 377 employees. The firm specializes in investment management, stockbroking, and retirement solutions, catering to individual investors, financial advisors, and institutional clients. Prescient is known for its systematic approach to investing, which aims to provide clients with tailored financial solutions that align with Å·²©ÌåÓýƽ̨ir investment goals. The company offers a variety of financial products, including unit trusts, tax-free savings accounts, and retirement funds. With a significant presence in South Africa and operations extending to Ireland and China, Prescient has established itself as a notable player in Å·²©ÌåÓýƽ̨ financial services industry. Their focus on systematic investing and commitment to achieving beneficial outcomes for clients underscores Å·²©ÌåÓýƽ̨ir role in Å·²©ÌåÓýƽ̨ investment accounting sector.

Investment Accounting Insights: Key Companies

Company	Headquarter	Size	Founded	Ownership
	Edinburgh, Scotland, United Kingdom (UK)	5001-10000	2017	Private
	San Francisco, California, United States (USA)	1001-5000	1983	Corporate
	Overland Park, Kansas, United States (USA)	1001-5000	1982	Private Equity
	Toronto, Ontario, Canada	1001-5000	1996	Private
	Moscow, Moscow, Russia	201-500	1996	Private
	Chicago, Illinois, United States (USA)	51-200	1983	Private
	Boston, Massachusetts, United States (USA)	501-1000	1926	Private
	South Jakarta, Jakarta, Indonesia	51-200	2011	Private
	Boston, Massachusetts, United States (USA)	1001-5000	1978	Private
	Shenzhen, Guangdong, China	501-1000	1998	Private
	Mexico City, Mexico City, Mexico	51-200	1979	Private
	Cayman Islands	11-50	2003	Private
	London, England, United Kingdom (UK)	1001-5000	2020	Family Owned
	Cape Town, Western Cape, South Africa	51-200	1999	Private
	Kuwait	201-500	1987	Private
	Seattle, Washington, United States (USA)	1001-5000	1913	Corporate
	Great Falls, Montana, United States (USA)	1001-5000	1935	Private
Norrenberger	Abuja, Federal, Nigeria	501-1000	2017	Private
	Frankfurt, Hesse, Germany	1001-5000	1956	Private
	Cape Town, Western Cape, South Africa	1001-5000	1996	Private
	Stratford-Upon-Avon, England, United Kingdom (UK)	11-50	1911	Private Equity
	St. Louis, Missouri, United States (USA)	10001+	1922	Corporate
	Tunis, Tunis Governorate, Tunisia	11-50	1992	Private
	Boston, Massachusetts, United States (USA)	1001-5000	1933	Private
	Seoul, Seoul, South Korea	1001-5000	1982	Private
	Luxembourg	201-500	2006	Private
Greenlight Capital	New York, New York, United States (USA)	11-50	1996	Private
	Cape Town, Western Cape, South Africa	201-500	1998	Corporate

Want to Find More Investment Accounting Companies?

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