This article showcases our top picks for the best Kent 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 Kent Wealth Management Startups
Data sourced from Crunchbase and SemRush.
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.
Globcal International
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Cooperative International specializes in human rights, sustainable development, social change, and ecosystem services.
CVNB
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CVNB is a financial service company that is committed to personal banking, wealth management and commercial banking services.
The Citizens Bank & Trust Company
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The Citizens Bank & Trust Company is part of the banking industry and provides all banking, loans and credit services to its members.
Green Street Capital
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Green Street Capital offers good advice on how to approach your tax situation strategically, and offers a unique wealth management approach.
Signet Federal Credit Union
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Signet Federal Credit Union is a non-profit finance company that offers financial health, wellness and banking services.
Culverhouse & Co.
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Culverhouse & Co. is a professional firm that offers chartered accountants and financial planning services.
AlphaMark Advisors
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AlphaMark Advisors provides investment, wealth management, financial planning, mutual fund and ETF services to clients.
Atlas Brown
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Atlas Brown is a financial organization that provides family wealth management services to its users.
First Kentucky Bank
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First Kentucky Bank provides retirement planning, wealth management and financial management services.
Russell Capital Management
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Russell Capital Management is an investment advisory firm that provides wealth management, tax, retirement and financial planning services.
Kentucky Farmers Bank
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Kentucky Farmers Bank is a community bank that provides banking and wealth managment services.
LexInvest Wealth Advisors
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LexInvest Wealth Advisors offers brokerage and investment advisory services to individuals and institutions.
Argentis
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Argentis is a financial planning and employee benefits consultant.
Farris Group
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Farris Group is an independent firm providing custom-tailored financial solutions.
Pomfrey Accountants
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Pomfrey Accountants provides accounting, tax, wealth management, and financial services.
Mcdaniel Wealth Management
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McDaniel Wealth Management focuses on tax and wealth management services.
Commercial Bank of Grayson
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Commercial Bank of Grayson provides banking services such as finance, security, loans, e-banking, etc.
ABMV
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ABMV is an accounting firm that specializes in tax, payroll and pensions, bookkeeping and VAT returns.
MCF Advisors
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MCF Advisors offers wealth management and institutional service & also includes financial, retirement, tax, insurance & consulting services.
Accounts Unlocked
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Accounts Unlocked specializes in accounting, bookkeeping, VAT, payroll, taxation, credit control and wealth management advisory services.
Focus On Success
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Focus on Success is an independent financial advisory firm that offers investment, insurance, and estate planning services.
Kentucky Trust Company
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Kentucky Trust Company is a financial firm that provides wealth and retirement solutions.
The Bank of Kentucky
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The Bank of Kentucky, Inc. operates 33 branch locations in the Northern Kentucky counties of Boone.
Wicker Strategic Wealthcare Group
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Wicker Strategic Wealthcare Group is a financial firm that offers taxation, estate planning, wealth planning, & accounting services.
Moffit & Company
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Moffit & Company offers a broad range of accounting, wealth management and business consulting services to individual and businesses.
Warren Wealth Management & Tax Planning
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Warren Wealth Management & Tax Planning offers financial services such as investment, wealth management, retirement and tax planning.
Community Trust and Investment Company
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Community Trust and Investment Company offers a variety of investment services.
Kentucky Planning Partners
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Kentucky Planning Partners is a financial planning and wealth management firm.
Breidenbach Capital Consulting
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Breidenbach Capital Consulting provides investment advisory, wealth management, retirement planning and project consulting services.
United Cumberland Bank
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United Cumberland Bank provides personal, business banking and lending services while also offering online banking services.
Mather & Co
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Mather & Co specializes in tax planning and preparation, accounting, audit, business consulting and wealth management services.
Wealth Management of Kentucky
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Wealth Management of Kentucky is a financial advising firm that provides investment management and strategic wealth planning services.
Saling Wealth Advisors
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Saling Wealth Advisors is a full-service wealth advisory firm.
Logan Lavelle Hunt
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Logan Lavelle Hunt is an insurance and wealth management company.
Bank of Clarkson
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Bank of Clarkson specializes in personal banking, business, loan information and wealth management services.
Joule Financial
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Joule Financial provides financial, wealth, and investment management services.
Athlete Essentials
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Athlete Essentials provides wealth management, tax planning, and business management services.
