This article showcases our top picks for the best Columbia 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 Columbia Wealth Management Startups
Data sourced from Crunchbase and SemRush.
Agreement Express
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SaaS platform that automates the client onboarding process for financial services firms.
Responsive
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The enterprise hybrid wealth management solution for service excellence and actionable insights.
REITIUM
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SaaS, Investor Document Workflow, Mobile App, Crowdfunding Portal
Nicola Wealth Management
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Nicola Wealth Management offers sophisticated wealth management strategies that help high net worth individuals reach their financial goals.
Capitol Acquisition Corp.
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Capitol Acquisition Corp. II is a public investment vehicle formed for the purpose of effecting a merger.
Friedman Capital
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Friedman Capital is an investment firm that provides services to the distribution, healthcare and real estate sectors.
BlueShore Financial Credit Union
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BlueShore Financial is a full-service financial institution offering a wide range of banking, borrowing, wealth management and insurance.
RiskMetrics
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RiskMetrics provides a digital risk tolerance toolkit to Financial Advisors allowing them to better understand their clients’ risk profiles.
The Nexus: Global Youth Summit
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Nexus is a global movement to bridge communities of wealth and social entrepreneurship.
Kivvik
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Kivvik automates client outreach allowing financial advisors to stay up to date with changes their clients life events.
FAI Wealth Management
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FAI Wealth Management provides financial planning and investment management services.
Promerita Group
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Promerita Group specializes in offering wealth management, strategic planning, real estate advisory and corporate finance services.
Cv Trustco
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Cv Trustco is a financial services fintech company located in Vancouver.
Farr Miller & Washington
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Farr Miller & Washington provides a wide range of financial, retirement planning, wealth management and investment management services.
Covenant Family Wealth Advisors
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Covenant Family Wealth Advisors is a wealth management company located in Langley.
Equifaira Partners
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Equifaira Partners is a management consulting company that provides consulting services.
Joshua Tree Enterprises
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The Wealth Strategies Journal, published by Joshua Tree Enterprises, was the first open access wealth planning journal directed towards
Williams Asset Management
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Williams Asset Management, aligning yourself with a highly respected, fee-based independent financial planning & investment management firm.
TFP Investment Counsel
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TFP Investment Counsel is a finance company that helps in wealth management & investment management in bills, stocks, bonds & ETFs.
Chesapeake Investment Management
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Chesapeake Investment Management specializes in investment advisory and management services.
Thom & Associates
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Thom & Associates is a retirement financial services company located in Kelowna.
CalmWaters Advisory
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CalmWaters Advisory helps to simplify the complexities of financial life by focusing on managing wealth in a systematic way.
Gordon James Realty
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Gordon James Realty is a real estate company that specialize in management of real estate.
Geometric Wealth Advisors
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Geometric Wealth Advisors offers financial planning, consulting, and tax services.
Brightworks Wealth Management
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Brightworks Wealth Management offers investment management, financial, advice and personal wealth services.
Parr Financial Solutions
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Parr Financial Solutions is a wealth management company that provides investment strategies, financial services and retirement planning.
First Nations Finance Authority
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First Nations Finance Authority provides investment and capital planning advisory services.