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