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55 Best Atlanta Based Wealth Management Startups and Companies 2021

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This article showcases our top picks for the best Atlanta 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 Atlanta Wealth Management Startups

Data sourced from Crunchbase and SemRush.

Atlantic Capital Bank

Atlantic Capital Bank

Crunchbase Website Twitter Facebook Linkedin

Atlantic Capital Bank is a commercial bank that offers loan services for small and medium businesses.

Totum Risk

Totum Risk

Crunchbase Website Twitter Facebook Linkedin

Totum Risk is a multi-scoring, risk tolerance tool kit for financial institutions, financial advisors, 401ks, insurance, banks, and more.

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SouthCrest Bank

Crunchbase Website Twitter Facebook Linkedin

SouthCrest Bank is a company that provides consumer, electronic, and business services for commercial and private mid-market business bank.

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JOYN

Crunchbase Website Twitter Facebook Linkedin

JOYN is a financial services company that specializes in behavioral wealth management.

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TrueWealth

Crunchbase Website Twitter Facebook Linkedin

Provides advice that empowers clients to identify their personal financial priorities and make wise decisions about their money.

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Domain Capital Advisors

Crunchbase Website Twitter Facebook Linkedin

Domain Capital Advisors is an investment management company that identifies and evaluates investment opportunities.

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ACG Wealth

Crunchbase Website Twitter Facebook Linkedin

ACG Wealth is a company specialized in wealth management and fincial services.

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Govic Capital

Crunchbase Website Twitter Facebook Linkedin

Govic Capital specializes in wealth management with advice on tax-saving investments, wealth preservation and multi-generational planning.

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CornerCap Wealth Advisors

Crunchbase Website Twitter Facebook Linkedin

CornerCap Wealth Advisors provides customized investment management solutions, wealth management and proprietary investment research.

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Lakeview Capital Partners

Crunchbase Website Twitter Facebook Linkedin

Lakeview Capital Partners is a wealth management firm that offers financial services.

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Advocacy Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Advocacy Wealth Management is a company that offers wealth management, retirement & financial plans.

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Atlanta Financial Associates

Crunchbase Website Twitter Facebook Linkedin

Atlanta Financial Associates main objective is to help the clients to achieve Financial Independence Together(FIT).

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BIP Wealth

Crunchbase Website Twitter Facebook Linkedin

BIP Wealth is a financial services firm that offers wealth creation and management solutions, retirement and other financial solutions.

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Capital Directions

Crunchbase Website Twitter Facebook Linkedin

Capital Directions specializes in providing wealth management services for employers, foundations, and endowments for non-profits.

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PeachCap

Crunchbase Website Twitter Facebook Linkedin

PeachCap is a financial company that offers tax, investments, and emotional intelligence to wealth management organizations.

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Williamsville Sears Management

Crunchbase Website Twitter Facebook Linkedin

Williamsville Sears Managemet is a diversified holding corporation that was formed by Mandla J. Gwadiso.

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Nicholas Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Nicholas Wealth Management specializes in financial and retirement planning services.

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Meridian Investment Partners

Crunchbase Website Twitter Facebook Linkedin

Meridian Investment Partners is an investment advisory and wealth management firm.

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ZWJ Investment Counsel

Crunchbase Website Twitter Facebook Linkedin

ZWJ Investment Counsel helps organizations and institutions with financial strategies and services for economic well-being and progress.

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Berman Capital Advisors

Crunchbase Website Twitter Facebook Linkedin

Berman Capital Advisors provides taxation, estate planning, debt monitoring, risk management, business and investment advisory services.

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Boardwalk Capital Management

Crunchbase Website Twitter Facebook Linkedin

Boardwalk Capital Management provides custom solutions that helps investors to achieve both their financial and social objectives.

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Waypoint Wealth Counsel

Crunchbase Website Twitter Facebook Linkedin

Waypoint Wealth Counsel is a wealth management agency that offers investment management, retirement planning, tax and assets management.

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Ty J. Young Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Ty J. Young Wealth Management provides wealth management, retirement protections, investment strategies services.

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Peachtree Planning

Crunchbase Website Twitter Facebook Linkedin

Peachtree Planning provides financial knowledge and strategies to individuals and business owners.

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Montag Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Montag Wealth Management deals with investment management, insurance counseling & financial planning for families, individuals & companies.

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BT Wealth Management

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BT Wealth Management specializes in investment management, consulting and financial planning services to clients.

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McCormack Financial Planning

Crunchbase Website Twitter Facebook Linkedin

McCormack Financial Planning is offering personal and business financial planning services.

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Kays Financial Advisory

Crunchbase Website Twitter Facebook Linkedin

Kays Financial Advisory provides full-time wealth management and comprehensive financial planning services to individuals and families.

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Calandra Financial

Crunchbase Website Twitter Facebook Linkedin

Calandra Financial is a RIA firm that provides clients with financial planning, portfolio creation, asset management, and income management.

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Rollins Financial

Crunchbase Website Twitter Facebook Linkedin

Rollins Financial provides wealth management, fiduciary, tax, retirement, accounting, investment and financial planning services.

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Montag & Caldwell

Crunchbase Website Twitter Facebook Linkedin

Montag & Caldwell is an investment advisory firm that provides proprietary and time-tested investment strategies.

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Smith & Howard Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Smith & Howard Wealth Management, LLC is an investment advisory firm registered with the appropriate regulatory authority.

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The Bowden Spratt Law Firm

Crunchbase Website Twitter Facebook Linkedin

The Bowden Spratt Law Firm is providing exceptional service, finding precise solutions, and taking a holistic view of wealth management.

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Legacy Capital Advisors

Crunchbase Website Twitter Facebook Linkedin

Legacy Capital Advisors is an investment advisory firm that offers wealth management, estate planning & retirement income planning services.

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Carlyle Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Carlyle Wealth Management renders investments, insurance, finance, retirement planning, asset allocation and succession planning services.

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Haber Investment Counsel

Crunchbase Website Twitter Facebook Linkedin

Haber Investment Counsel is a fee-based advisory firm that offers services in financial planning, investments and portfolio management.

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Southeastern Advisory Services

Crunchbase Website Twitter Facebook Linkedin

Southeastern Advisory Services provides performance measurement and related investment consulting services.

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Premis Advisors

Crunchbase Website Twitter Facebook Linkedin

Premis Advisors provides wealth management and financial services.

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Cahaba Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Cahaba Wealth Management provides wealth management and investment management services.

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iAllocate

Crunchbase Website Twitter Facebook Linkedin

A creative investment planning resource that minimizes the cost, time and complexities of creating a personalized investment strategy.

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Active Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Active Wealth Management is a wealth management firm that works for peoples like pre-retirees, retirees, and business owners.

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Crescent Wealth Advisory

Crunchbase Website Twitter Facebook Linkedin

Crescent Wealth Advisory offers insurance consulting, trust administration, wealth transfer and strategic philanthropic planning services.

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LongView Wealth Management

Crunchbase Website Twitter Facebook Linkedin

LongView Wealth Management is a fee-based personal wealth management firm.

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Resource Planning Group

Crunchbase Website Twitter Facebook Linkedin

Resource Planning Group provides wealth management and financial planning solutions.

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Novapoint Capital

Crunchbase Website Twitter Facebook Linkedin

Novapoint Capital is a Registered Investment Adviser firm with a disciplined approach to investment management by experienced professionals.

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Regency Capital Group

Crunchbase Website Twitter Facebook Linkedin

Regency Capital Group specializes in financial risk control, tax strategy, estate planning, asset protection and wealth management services.

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Asset Preservation Advisors

Crunchbase Website Twitter Facebook Linkedin

Asset Preservation Advisors expertise in providing portfolio management, municipal bonds, and municipal fixed income management services.

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Eads & Heald Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Eads & Heald Wealth Management provides a range of financial planning, investment management and strategic wealth planning services.

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Gleneagles Group

Crunchbase Website Twitter Facebook Linkedin

Gleneagles Group offers wealth management and financial service.

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McGowan Wealth Management

Crunchbase Website Twitter Facebook Linkedin

McGowan Wealth Management offers investment and financial advice, retirement and estate plans for individuals and businesses.

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American Wealth Management

Crunchbase Website Twitter Facebook Linkedin

American Wealth Management provides financial planning, stock brokerage, and investment planning services.

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McKinney Asset Management

Crunchbase Website Twitter Facebook Linkedin

McKinney Asset Management is a financial consultancy that offers investment, wealth management and retirement planning services.

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Capstone Financial

Crunchbase Website Twitter Facebook Linkedin

Capstone Financial provides objective advice and creating comprehensive plans that a premier, single-source wealth management firm.

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Pierson Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Pierson Wealth Management is a wealth management company that offers financial and investment solutions.

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Marco Investments

Crunchbase Website Twitter Facebook Linkedin

Marco offers the high net worth and institutional client peace of mind through discretionary portfolio management of individual securities.

Written by Tenner Smith

Tenner Smith - I have experience in financial intelligence and automated intelligence. In industry I have worked on artificial intelligence and machine learning. Tenner Smith is a reporter at DF media.

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