This article showcases our top picks for the best United States 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 United States 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.
SoFi
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SoFi is a finance company that offers a range of lending and wealth management services.
Acorns
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Acorns is a finance company that allows individuals to round up purchases and automatically invest the change.
Yieldstreet
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Yieldstreet is a management platform that provides institutional investors with access to income-generating investment products.
Addepar
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Addepar is a wealth management platform that provides tools for data analytics and portfolio visuals.
Wealthfront
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Wealthfront is a next-gen banking service that helps in managing the money for both the short term and long term.
Secfi
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Secfi works with startup employees and founders to provide equity planning and stock option financing.
The Beans
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The Beans offers a software application platform that creates personalized cash flow plans designed for its users.
Catch
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Catch creates a new personal safety net that is accessible, affordable, and effective.
Human Interest
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Human Interest is a 401(k) provider that helps employees of small and medium-sized businesses save for retirement.
JP Morgan
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JP Morgan offers financial services, serving large multinationals, emerging companies, institutional investor, and individuals.
Personal Capital
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Personal Capital combines online financial tools with registered financial advisor expertise to enable people and grow their net worth.
Boast.AI
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Boast.AI is a tool designed to automate R&D tax credit-based financing for startups.
NFP
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NFP is a insurance broker and consultant that cares deeply about their employees’ and clients’ well-being.
Envestnet
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Envestnet is a provider of technology-enabled investment and practice management solutions to financial advisors.
Wealth Enhancement Group
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wealth Enhancement Group offering comprehensive and customized financial planning and investment management services.
Franklin Templeton Investments
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Franklin Templeton Investments is a global investment firm that offers mutual funds for individuals and institutions.
Casa
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Casa helps consumers and companies securely store cryptocurrencies and manage private keys.
Covr Financial Technologies
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Multi-carrier, digital life insurance platform that is white-labeled and distributed through financial institutions
Facet Wealth
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Facet Wealth is a provider of financial and wealth management services used to simplify the financial planning process.
UNest
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UNest is an app that makes it easier than ever for parents to invest and save for their kids’ future.
Lendtable
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Lendtable provides income-constrained individuals with wealth-building cash advances.
Atlantic Capital Bank
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Atlantic Capital Bank is a commercial bank that offers loan services for small and medium businesses.
FarmTogether
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FarmTogether is a technology-enabled farmland investment platform that allows direct ownership of institutional quality farmland.
CAPTRUST
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CAPTRUST Financial Advisors offers wealth management and retirement plan consulting services to individuals.
BrightPlan
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BrightPlan provides Total Financial Wellness for all employees by creating a plan to achieve their financial goals.
Clarity Money
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Clarity Money empowers and saves you money with transformative financial organization, transparency and advocacy.
MVB Bank
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MVB Bank provides financial services to individuals and corporate clients in the Mid-Atlantic region.
ETON Solutions
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ETON Solutions is a third-generation wealth management technology firm for the family office and multi-family office market.
HighTower Advisors
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HighTower is a financial services company providing solutions for high-net-worth and institutional clients.
First Citizens Bank
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First Citizens Bank provides banking services, essential business and professional services, wealth management capabilities, and more.
Citadel
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Citadel is a financial services company offering a comprehensive range of wealth management services to individuals.
Finhabits
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Finhabits is the leading fintech for U.S. Latinos.
Envel
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Envel is a next-generation mobile banking platform that allows users to have control over their finances in real-time.
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.
55ip
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55ip is a tax-smart investment strategy engine used by financial advisors to dramatically improve their efficiency and effectiveness.
EQUITYMULTIPLE
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EquityMultiple is a platform that makes real estate investing simple, accessible, and transparent.
Harvest Savings & Wealth Technologies
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Harvest Savings & Wealth Technologies is a provider of integrated savings and wealth solutions for the financial industry.
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.
M1 Finance
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M1 Finance provides a free platform to enable people to manage and grow their money with control and automation.
Business First Bank
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Business First Bank a suite of banking solutions, including personal and commercial banking, treasury management, and wealth solutions.
Cadence Bancorp
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Cadence Bancorp provides banking services.
Liveoak Technologies
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Liveoak is a computer software company that specializes in cloud-based platform.
United Capital
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United Capital is a wealth counseling company assisting clients achieve empowerment over their financial aspirations.
RAGE Frameworks
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RAGE Frameworks is a knowledge-based automation technology and services.
Alkanza
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Alkanza is a global B2B SaaS platform with AI & ML, providing financial institutions automated advisory products to better serve customers.
Tribevest
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Tribevest is OS & banking platform for Investor Groups
EQIS
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EQIS provides a comprehensive asset management platform that delivers sophisticated investment solutions for financial advisers.
YieldX
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YieldX introduces a fixed income investing with an end-to-end digital platform that powers personalization at scale.
Positivly
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The world’s first financial personality test, matching people to investments and advice.
Indyfin
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Indyfin empowers independent Financial Advisors to compete and win in a new era of wealth management
Carver Federal Savings Bank
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Carver Federal Savings Bank providing and building wealth for its customers and to creating sustainable communities.
First Western Financial
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First Western Financial is a wealth management and private banking institution.
MarketX
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MarketX is an online investment platform reinventing investing for >1b people in Asia.
Openfolio
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Openfolio is a platform that leverages portfolio data from over 100,000 investors to help users invest better, together.
Par8o
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The current healthcare crisis is a uniquely American challenge and ultimately will be solved with a uniquely American solution.
First Mid-Illinois Bank & Trust
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First Mid-Illinois Bank & Trust is a financial services company.
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.
Sootchy
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Sootchy is platform to help reduce the U.S household student debt. Providing a better future for our kids.
AllianceBernstein
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AllianceBernstein is a publicly traded global asset management firm, with approximately $735 billion in assets under management at March
Linkwell Health
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Linkwell Health, a consumer engagement company, promotes health by combining health plans, better-for-you brands, drugstores and retailers.
Aspiriant
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Aspiriant is an investment management company that specializes in investment management and wealth planning services.
Midland States Bank
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Midland States Bank is a community-based financial holding company offering a full range of banking services and products.
LifeYield
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LifeYield is a software company that helps forward-thinking financial firms, advisors, and investors make more and keep more money.
Compound
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A global residential real estate investment platform.
WeCounsel Solutions
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WeCounsel is HIPAA compliant, cloud-based platform that connects mental health providers with their clients and colleagues online.
Carson Wealth Management Group
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Carson Wealth Management Group’s mission is to inspire our clients to achieve True Wealth through education, communication and service.
CogniCor
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The Leading AI Digital Assistant Platform for Financial Services
Totum Risk
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Totum Risk is a multi-scoring, risk tolerance tool kit for financial institutions, financial advisors, 401ks, insurance, banks, and more.
TD Bank
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TD Bank is a banking center that provides its clients with retail, small business, and commercial banking products and services.
ALPHABETA
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Visual collaboration to bring together students, practitioners & consumers in financial markets through unique immersive user experiences
Bank of Travelers Rest
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Bank of Travelers Rest is a financial institution that offers deposits, savings, loans, lending, mortgages, and online banking services.
Cape Cod Five Cents Savings Bank
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Provides links to other Web sites for convenience and informational purposes only
Vault
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Vault helps you automatically save for retirement whenever you’re paid.
Hedgeable
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Hedgeable is the only private wealth management platform for millennials.
LifeLine Financial Group
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LifeLine Financial Group is a multi-family wealth management office for influential athletes and entertainers.
Prumentum Group
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Prumentum Group is a wealth-tech company that makes financial wellness accessible to everyone, regardless of net worth.
Freeman Capital
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Freeman Capital is a wealth management and financial planning company.
Oakworth Capital Bank
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Oakworth Capital Bank is an investment management company focused on providing custom banking and wealth management solutions.
Texas Regional Bank
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Texas Regional Bank primarily provides personal and business banking solutions.
Insigneo
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Insigneo offer a unique combination of forward thinking, client focused, best-in-class services and solutions.
Midwest Regional Bank
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Midwest Regional Bank is a full-service bank providing products and services to the retail and commercial markets.
BBVA USA
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BBVA USA is a commercial bank that offers its products and services, such as consumer loans, mortgages, insurance, and wealth management.
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.
CarrotFi
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Our cloud platform helps banks, credit unions, funds and servicers increase profitability and save homes.
Uwharrie Bank
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Uwharrie Bank is to protect the assets of customers to help people and businesses secure financing and to support their shareholders.
Wedbush Securities
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Wedbush Securities is a company providing banking and investment services for any individual, institution, or issuing client.
FolioDynamix
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FolioDynamix, a provider of integrated wealth management technology solutions.
Central Bank
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Central Bank is a community bank that offers personal banking, business banking, and virtual banking services.
AgentRisk – Superhuman Wealth Management
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Automated portfolio management & option strategies, all managed by A.I.
BaseVenture
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BaseVenture is an award-winning software company that develops solutions in the areas of financial reporting, data visualization, and more.
Old National Bank
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Old National Bank is a regional bank providing you with additional provides account choices, expanded convenience, and greater control.
WealthHub Solutions
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WealthHub Solutions, LLC is a company delivering a cloud based trust administration application serving the wealth management industry.
Commonwealth Bank & Trust Company
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Commonwealth Bank & Trust Company is a locally-owned, private bank that provides personal and business banking products and services.
SouthCrest Bank
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SouthCrest Bank is a company that provides consumer, electronic, and business services for commercial and private mid-market business bank.
