Townsquare Capital
- Company typePrivate
- Founded2007
- HeadquartersProvo, United States
- Headcount101–250
- GTM typeB2B
- OfferingServices
Townsquare Capital firmographics
Firmographics- Name
- Townsquare Capital
- Legal name
- TownSquare Capital
- Website
- https://townsquarecapital.com
- Company type
- Private
- Founded year
- 2007
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Ownership category
- akta.pro rank
Townsquare Capital industry classification
Industry- Product category
- Investment Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)
Keywords
Where Townsquare Capital is headquartered
LocationHeadquarters
- HQ city
- Provo
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Townsquare Capital business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Townsquare Capital product offering
Product offeringCore offering
Townsquare Capital is an investment platform that provides portfolio management, trading execution, investment audits, and wealth management advisory services. The firm partners with Orion to deliver Outsourced Chief Investment Officer (OCIO) solutions, enabling clients to outsource investment operations end-to-end. Services are targeted at firms and investors seeking institutional-grade investment management without building internal infrastructure.
Product overview
Townsquare Capital is an investment platform based in Lehi, Utah. The company has been in operation since 2007, operating under the legal name TownSquare Capital.
Differentiator
Problem solved
Functional benefit
Products and services
- Portfolio Management
- Trading Services
- Investment Audits
- Wealth Management Advisory
Companies that use Townsquare Capital
Customer profileIdeal customer profiles1 record
Townsquare Capital technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Townsquare Capital partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- OrioncoreOrion provides sophisticated outsourcing solutions (OCIO - Outsourced Chief Investment Officer) to TownSquare Capital. The partnership enables TownSquare to leverage Orion's platform to supercharge growth and enhance investment operations capabilities.
Recent moves2 records
Expansion highlights2 records
Townsquare Capital competitors and assessment
Company assessmentBroad incumbents
- Russell Investments: Large established OCIO provider serving institutional clients globally; competes in the same outsourced investment management market as TownSquare but with much greater AUM and brand recognition.
- Focus Financial Partners: National partnership of independent RIAs providing wealth management and investment advisory services; comparable RIA platform competing in the same fragmented advisor marketplace.
- Cetera Financial Group: Large broker-dealer and RIA support organization offering wealth management, advisory, and back-office infrastructure to independent financial professionals; comparable multi-service wealth platform with broader scale.
Direct peers
- Edelman Financial Engines: Large independent RIA offering portfolio management, financial planning, and investment advisory to individuals and institutions; comparable multi-channel wealth advisory platform.
- Orion Advisor Solutions: Technology partner and OCIO platform provider to TownSquare; operates its own OCIO and wealth-tech solutions targeting RIAs and institutional clients, making it both a strategic ally and an adjacent competitor for outsourced investment services.
- Mariner Wealth Advisors: Independent wealth advisory firm offering portfolio management, financial planning, and OCIO-style services to individuals and institutions; similar mid-market RIA profile with comparable service breadth.
- Mercer Advisors: Large national RIA offering portfolio management, financial planning, and wealth advisory to households and institutions; comparable multi-service wealth platform competing for similar client segments.
- Cambridge Associates: Global investment consulting and OCIO firm serving endowments, foundations, and pensions; directly comparable to TownSquare's institutional advisory mandate, though at substantially greater scale.
- Carson Group: RIA platform providing wealth management, coaching, and back-office support to financial advisors; comparable hybrid advisory/technology model serving independent advisors and their clients.
- Verus (formerly PCA): Investment consulting and OCIO firm serving institutional clients including pensions, endowments, and foundations; directly comparable OCIO/consulting service offering targeting similar institutional mandates.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat3 records
Key risks5 records
Key highlights5 records
Customer concentration
Townsquare Capital social profiles
Digital presenceTownsquare Capital financial estimates
Financial estimateRevenue estimate
Valuation estimate
Townsquare Capital leadership team
Management profileNumber of profiles
Townsquare Capital funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Townsquare Capital M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Townsquare Capital
What does Townsquare Capital do?
Townsquare Capital is an investment platform that provides portfolio management, trading execution, investment audits, and wealth management advisory services. The firm partners with Orion to deliver Outsourced Chief Investment Officer (OCIO) solutions, enabling clients to outsource investment operations end-to-end. Services are targeted at firms and investors seeking institutional-grade investment management without building internal infrastructure.
Is Townsquare Capital a public or private company?
Townsquare Capital is a private company. It is classified as unknown and is currently operating.
When was Townsquare Capital founded?
Townsquare Capital was founded in 2007. It employs 101 to 250 people.
Where is Townsquare Capital based?
Townsquare Capital is headquartered in Provo, United States, in the North America region.
Who are Townsquare Capital's main competitors?
Broad incumbents on record are Russell Investments, Focus Financial Partners and Cetera Financial Group. Direct peers are Edelman Financial Engines, Orion Advisor Solutions, Mariner Wealth Advisors, Mercer Advisors, Cambridge Associates, Carson Group and Verus (formerly PCA).
Does Townsquare Capital have an API?
No public API is recorded for Townsquare Capital.
What industry is Townsquare Capital in?
Townsquare Capital's product category is Investment Management. Its primary akta.pro industry code is FSAAACAG, Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions). Its NAICS code is 523940 and its SIC code is 6282.