This article showcases our top picks for the best New York based Wealth Management companies. These startups and companies are taking a variety of approaches to innovating the Wealth 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 New York Wealth Management Startups
Data sourced from Crunchbase and SemRush.
Citi
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Citigroup is a diversified financial services holding company that provides various financial products and services.
Yieldstreet
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Yieldstreet is a management platform that provides institutional investors with access to income-generating investment products.
JP Morgan
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JP Morgan offers financial services, serving large multinationals, emerging companies, institutional investor, and individuals.
NFP
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NFP is a insurance broker and consultant that cares deeply about their employees’ and clients’ well-being.
Clarity Money
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Clarity Money empowers and saves you money with transformative financial organization, transparency and advocacy.
Finhabits
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Finhabits is the leading fintech for U.S. Latinos.
AdvisorEngine
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AdvisorEngine is a next-generation wealth management platform for investment advisors to help grow their business.
Harness Wealth
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Harness Wealth provides insights, financial tools, and benchmarks as well as tax, financial, and legal advisers’ consultation.
EQUITYMULTIPLE
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EquityMultiple is a platform that makes real estate investing simple, accessible, and transparent.
ForwardLane
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ForwardLane is the essential insights platform used by financial professionals for personalized conversations
Edquity
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Edquity offers a college financial planning app for high school and college students.
Positivly
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The world’s first financial personality test, matching people to investments and advice.
Carver Federal Savings Bank
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Carver Federal Savings Bank providing and building wealth for its customers and to creating sustainable communities.
Openfolio
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Openfolio is a platform that leverages portfolio data from over 100,000 investors to help users invest better, together.
Evans Bank
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Evans Bank is a one-bank holding company formed with Evan National Bank as its only subsidiary.
Jefferies
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Jefferies provides research and execution services in equity, fixed income, and foreign exchange markets.
AllianceBernstein
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AllianceBernstein is a publicly traded global asset management firm, with approximately $735 billion in assets under management at March
Compound
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A global residential real estate investment platform.
ALPHABETA
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Visual collaboration to bring together students, practitioners & consumers in financial markets through unique immersive user experiences
Hedgeable
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Hedgeable is the only private wealth management platform for millennials.
Artivest
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Artivest provides access at lower investment minimums to a select assortment of privately offered alternative investment funds.
Silvercrest Asset Management Group
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Silvercrest Asset Management Group provides asset management and family office services to families and select institutional investors.
COINCUBE
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We are re-envisioning the managed money model for the emerging Bitcoin and blockchain asset economy.
Visible Wealth Management Inc.
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Visible Wealth Management is a next generation investment advisory business using the ALPHABETA technology platform.
Arch
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Arch digitally manages private investment operations for investors and investment advisors.
Ballooning Nest Eggs
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Patented & 1st monetary gifting platform for Millennial parents to corral friends & family to pitch in & grow their kids’ long-term wealth.
Tradeweb
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Tradeweb Markets is a global marketplace for electronic fixed income.
Bancnotes Wealth Management
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Investment Company for Blacks and Latinx
IDB Bank
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IDB is a New York-based private and commercial global bank with $10 billion in assets and locations in the U.S., Latin America and Israel.
Silvur
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Silvur is a retirement planning app that helps baby boomers reach their retirement goals.
Gold Bullion International
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GBI specializes in providing precious metals to individual investors and the wealth management industry.
Morgan Stanley Venture Partners
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Morgan Stanley Venture Partners is a private equity firm that invests in high-growth companies in the technology and healthcare industries.
LendIt
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The largest conference series dedicated to connecting the global fintech & lending communities.
INSART
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INSART builds secure engineering teams for FinTech
Castle Placement
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Castle Placement is an investment bank raising capital and arranging loans for companies from over 3,000 private equity investors/lenders.
GuideVine
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GuideVine helps financial firms grow their client base & optimize marketing spend & mix, through conversion-focused SaaS platforms
Fusion Acquisition Corp. II
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Fusion Acquisition Corp. II is a blank-check company formed to unlock shareholder value by identifying an acquisition target.
Masttro
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Masttro is a Swiss financial technology company that provides wealth information solutions for high net worth families and family offices.
The Solaris Group
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The Solaris Group is a wealth strategy, investment consulting & asset management firm.
Alfy
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A Platform for Digital Banking Innovative banking applications built on a secure, compliant and highly available platform, integrates
Wealth Management Systems
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WMSI is develop technology solutions to transform distribution and rollover processing for leading retirement and financial services firms.
Edmund
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Edmund is an operator of an institutional-grade digital wealth custodian offering service to institutional investors and asset issuers.
Silver Management Group, Inc
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Silver Management Group is an IT company that offers portfolio management and performance measurement services.
Laidlaw & Company
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Investment boutique with over 170 years experience that is dedicated to providing a broad array of traditional and alternative investments
Odyssey Financial Technologies
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Odyssey Financial Technologies is a global financial technology company specializing in front and middle-office software for the Private
Glocap Search
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Glocap Search LLC, an executive search company, provides recruiting services for private equity, hedge funds, wealth management firms,
Fortis Lux Financial
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Fortis Lux Financial is financial planning firm that offers wealth management solutions, protection, risk management services & more.
Chilton Trust
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Chilton Trust provides wealth management and investment solutions.
Klingenstein, Fields & Co
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Provide customized financial and investment counsel, delivered with integrity, trust and the utmost in personal service.
A&E Real Estate Holdings
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A&E Real Estate Holdings is a management and ownership real estate company.
RapidTax
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RapidTax online application takes the hassle out of filing a tax return! With RapidTax.
Murdock Capital Partners
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Murdock Capital Partners banking firm that provides financial and business advisory services to small and medium-sized businesses.
Holocene Advisors
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Holocene Advisors is an investment management firm offering financial services and wealth management.
Cabot Lodge Securities
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Cabot Lodge Securities is a financial services firm that offers its clients with a range of investment solutions.
Veris Wealth Partners
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Veris Wealth Partners is a pioneering wealth management firm & a recognized leader in sustainable and impact investing.
Mueller Reports
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Mueller Services provides real estate valuation, risk assessment, business intelligence, and insurance services.
Shufro Rose
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Shufro Rose is an independent wealth management firm that provides financial advice and creative solutions to individuals and families.
US National Credit Solutions
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US National Credit Solutions is a financial consultancy that offers solution to debt relief.
NorthEast Community Bank
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NorthEast Community Bank (NECB) was founded in 1934 as a community bank.
Monarch Business & Wealth Management
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Monarch Business & Wealth Management is a financial and life management firm that represents athletes, entertainers, and wealthy families.
Reboot Investing
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Reboot Investing is an investment advisory company.
American Capital Partners
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American Capital Partners offers securities brokerage services.
Barrett Asset Management
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Barrett Asset Management provides investment advisory and wealth management services.
Pioneer Wealth Partners
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Pioneer is dedicated to creating financial solutions that integrate client investment, tax, and lifestyle goals.
Fielder Capital Group
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Fielder Capital Group offers investment advisory and asset management to institutional and individual investors.
First Manhattan Co.
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First Manhattan Co. is an investment advisory and wealth planning firm.
Ehrenkranz Partners
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Ehrenkranz Partners is a wealth management company that advises families of substantial means on all aspects of their financial lives.
RiXtrema
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RiXtrema is a fiduciary database and analytics engine & financial planning software firm for advisors with retirement plans.
Craft Capital Management
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Craft Capital Management incorporates real-world market intelligence and innovation through custom planning solutions.
Salt Financial
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Salt Financial develops data, index and ETF products to help traders and investors enhance, measure and customize their portfolios.
Ducera Partners
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Ducera Partners is an investment banking advisory practice focused on providing trusted advice and innovative solutions to decision makers.
QS Investors
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QS Investors provides asset management services to a diverse set of institutional clients.
A.G. Morgan Financial Advisors
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A.G. Morgan Financial Advisors is a financial advisory firm that provides wealth management services.
Karpus Investment Management
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Karpus Investment Management renders specialty management, tax fixed income and equity portfolio management.
Decipher Finance
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Decipher orchestrates all of your investments with unbiased insights.
American Diamond Mint
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American Diamond Mint, LLC is the manufacturer and distributor in the Americas of the Diamond Bullion, a revolutionary new asset.
Praesidium
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Praesidium is an investment firm that provides strategies to manage wealth and enhance business growth for organizations.
EFK
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EFK is an insurance company that offers a wide range of insurance underwriting, risk and asset management solutions to its clients.
Namu
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Fintech startup improving financial wellness through simple yet comprehensive personal finance technologies.
NestEgg Wealth
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NestEgg Wealth provides objective investment and financial planning advisory services.
Bespoke Investment Group
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Bespoke Investment Group is a consulting firm that provides wealth management and strategies to promote financial growth for investors.
UAS Asset Management
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UAS Asset Management is a impact investing and wealth management company located in New York.
RGA Investment Advisors
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At RGA, we believe the financial industry should forge a trust between advisor and stakeholder.
M. Griffith Investment Services Inc.
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M. Griffith, an independent and employee-owned investment firm.
WZ
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WZ offer accounting solutions that include tax preparations, audits and business consulting services.
Inverness Counsel
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Inverness Counsel is a wealth management firm that offers advice to its clients to meet both their short-term and long-term goals.
Glazer Capital
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Glazer Capital is a registered investment advisory firm that specializes in financial planning and investment management.
Affinity Group
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The Affinity Group, LLC is a premier wealth management firm
The Doman Group
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The Doman Group is a private wealth management firm.
Palladium Capital Group
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Palladium Capital Group provides banking services like investments in equity, real estate, hedge funds and corporate capitalizations.
Independent Solutions
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Independent Solutions provides financial, wealth management and investment advisory services.
Levin Capital Strategies
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Levin Capital Strategies is a financial planner and investment management advisory firm.
