This article showcases our top picks for the best Wisconsin 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 Wisconsin Wealth Management Startups
Data sourced from Crunchbase and SemRush.
CountAbout
Crunchbase Website Twitter Facebook Linkedin
CountAbout designs and develops online personal financial management solutions.
Simply Solutions
Crunchbase Website Twitter Facebook Linkedin
Simply Solutions is a privately held company founded in 2011 in Janesville, WI USA.
Artisan Partners
Crunchbase Website Twitter Facebook Linkedin
Artisan Partners is a global investment management firm.
Robert W. Baird’s Baird Funds
Crunchbase Website Twitter Facebook Linkedin
Baird Funds is doing investment management business with institutional and individual investors with more than $28 billion in assets.
1492 Capital Management
Crunchbase Website Twitter Facebook Linkedin
1492 Capital Management offers a wealth management advisory service.
Collar Capital Management
Crunchbase Website Twitter Facebook Linkedin
Collar Capital is a financial advisory firm that offers retirement funds, investment planning, wealth, portfolio & risk management services.
Hometown Bank
Crunchbase Website Twitter Facebook Linkedin
Hometown Bank provides personal banking, business banking, loans, mortgages, online banking, wealth and treasury management services.
Orgel Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Orgel Wealth Management is an investment and financial advisory service provider company.
McCarthy Grittinger Financial Group
Crunchbase Website Twitter Facebook Linkedin
McCarthy Grittinger Financial Group offers investment advisory and financial planning services.
Silver Leaf Investment Advisors
Crunchbase Website Twitter Facebook Linkedin
Silver Leaf Investment Advisors is an independent, fiduciary asset management, wealth management, retirement and financial planning firm.
Marietta Investment Partners
Crunchbase Website Twitter Facebook Linkedin
Marietta Investment Partners is an investment advisory firm that provides wealth and portfolio management solutions.
ACC-U-Rite Tax Service
Crunchbase Website Twitter Facebook Linkedin
ACC-U-Rite Tax Service offers a wide range of financial services like accounting, tax preparation, and wealth management.
The Suby Group
Crunchbase Website Twitter Facebook Linkedin
The Suby Group offers taxation, retirement, estate planning, payroll, audits, bookkeeping and wealth management services for restaurants.
Andaloro, Smith & Krueger
Crunchbase Website Twitter Facebook Linkedin
Andaloro, Smith & Krueger specializes in tax panning, QuickBooks, auditing and payroll services for businesses and individuals.
Promontory Point Capital
Crunchbase Website Twitter Facebook Linkedin
Promontory Point Capital is an investment banking boutique with a focus on privately-held businesses located in the Midwest.
Reinhart Partners
Crunchbase Website Twitter Facebook Linkedin
Reinhart Partners is an investment management company that provides financial services to institutions and high net-worth individuals.
Capital Market Consultants
Crunchbase Website Twitter Facebook Linkedin
Capital Market Consultants provides wealth management and financial services.
Linden Investment Advisors
Crunchbase Website Twitter Facebook Linkedin
Linden Investment Advisors provides insurance, investment consultancy, advisory, wealth management and tax services.
Windward Wealth Strategies
Crunchbase Website Twitter Facebook Linkedin
Windward Wealth Strategies offers retirement planning, financial planning, wealth management, and institutional investing services.
Access Investment Advisors
Crunchbase Website Twitter Facebook Linkedin
Access Investment Advisors specializes in wealth management, investment management, financial planning and consulting.
Unity Bank
Crunchbase Website Twitter Facebook Linkedin
Unity Bank offers a range of personal, agriculture and business banking products along with online banking and wealth management services.
Heck Capital Advisors
Crunchbase Website Twitter Facebook Linkedin
Heck Capital Advisors offers extensive tailored investment management, advice and financial guidance to achieve client’s financial goals.
Cleary Gull Advisors
Crunchbase Website Twitter Facebook Linkedin
Cleary Gull Advisors offers RIA and wealth management services.
Buska Retirement Solutions
Crunchbase Website Twitter Facebook Linkedin
Buska Retirement Solutions offers retirement income planning, financial, social security optimization and wealth management services.
Trutina Financial
Crunchbase Website Twitter Facebook Linkedin
Trutina Financial is an investment advisor firm.
H.C. Denison
Crunchbase Website Twitter Facebook Linkedin
H.C. Denison is a financial solutions firm that provides investment, taxation, consultation and wealth management services.
Winch Financial
Crunchbase Website Twitter Facebook Linkedin
Winch Financial offers wealth management, risk management, insurance, retirement & education planning, tax planning & preparation services.
Jasen Wealth Advisors
Crunchbase Website Twitter Facebook Linkedin
Jasen Wealth Advisors provides pension plans, annuities, insurance, taxation, mortgages, retirement planning & financial advisory services.
McLeod Financial Services
Crunchbase Website Twitter Facebook Linkedin
McLeod Financial Services is a financial planning firm that helps with retirement, investment, money management and debt management.
Denali Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Denali Wealth Management is a financial consultancy that offers investment opportunities for individual and corporate retirement plans.
Legacy Advisor Network
Crunchbase Website Twitter Facebook Linkedin
Legacy Advisor Network is a wealth management and estate planner company.
Lewis & Clark Advisors
Crunchbase Website Twitter Facebook Linkedin
Lewis & Clark Advisors provides wealth management, retirement modeling, asset evaluation, and investment services.
AMP Wealth Management
Crunchbase Website Twitter Facebook Linkedin
AMP Wealth Management is part of the financial service industry and provides investment, wealth management & retirement plans to clients.
High Point Capital Group
Crunchbase Website Twitter Facebook Linkedin
High Point Capital Group offers financial planning and wealth management services.
Shakespeare Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Shakespeare Wealth Management provides wealth & asset management services.
Equity Enterprises
Crunchbase Website Twitter Facebook Linkedin
Equity Enterprises provides wealth management, financial, consulting, advice, taxation, estate and retirement planning services.
Sadoff Investment Management
Crunchbase Website Twitter Facebook Linkedin
Sadoff Investment Management is an advisory firm that focuses on investing in individual stocks and bonds.
Strosahl CPAs & Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Strosahl CPAs & Wealth Management practices in accounting, cash flow, wealth management, payroll, succession and tax planning services.
Ringenberg Financial Group
Crunchbase Website Twitter Facebook Linkedin
Ringenberg Financial Group provides personalized wealth management services on the shores of lake superior.
iSectors
Crunchbase Website Twitter Facebook Linkedin
iSectors is an ETF investment strategist that provides investment management and financial planning & services.
