This article showcases our top picks for the best Chicago 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 Chicago Wealth Management Startups
Data sourced from Crunchbase and SemRush.
Envestnet
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Envestnet is a provider of technology-enabled investment and practice management solutions to financial advisors.
HighTower Advisors
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HighTower is a financial services company providing solutions for high-net-worth and institutional clients.
Citadel
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Citadel is a financial services company offering a comprehensive range of wealth management services to individuals.
M1 Finance
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M1 Finance provides a free platform to enable people to manage and grow their money with control and automation.
Northern Trust
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Northern Trust is a global leader in delivering innovative investment management, asset and fund administration, fiduciary and banking.
Ziegler
Crunchbase Website Twitter Facebook Linkedin
Ziegler is a full-service, specialty investment firm and broker-dealer. We provide investment banking, sales & trading.
Oranj
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Oranj provides wealth managers with digital advice tools to enhance the client experience and connect with and convert more prospects.
LaSalle Investment Management
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LaSalle Investment Management operates as a global real estate investment manager.
GeoWealth, LLC
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GeoWealth is an end-to-end technology platform and turnkey model marketplace.
Genivity
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Genivity is a platform that tracks and predicts family health risks to help financial advisors better serve their clients.
Segall Bryant & Hamill
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Segall Bryant & Hamill is an independent, employee-owned partnership located in Chicago, Illinois.
David A. Noyes & Co
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They specialize in building long-term plans for wealth management with carefully constructed portfolios based on meaningful conversations.
Family Office Exchange
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FOX is a membership-based advisory firm that provides research, education, and advice to 500+ members in 22 countries.
Arete Wealth
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Arete Wealth is a full-service Broker-Dealer (BD), Registered Investment Advisor (RIA) and Insurance firm.
Duff & Phelps Investment Management
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Duff & Phelps Investment Management is a financial advisory firm that delivers investment management services to institutions.
Vivaldi Capital Management
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Vivaldi Capital Management is a wealth and investment management firm.
Mid-Continent Capital
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Mid-Continent Capital is an investment consulting firm that specializes in the management of equity and fixed income portfolios.
Kovitz
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Kovitz provides a range of asset management and financial advisory strategies to individuals, institutions and financial professionals.
Wealthsite
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Wealthsite provides wealth management, advice, consulting, investment and financial services.
Chicago Partners Wealth Advisor
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Chicago Partners Wealth Advisor provides investment management, financial planning, tax support and private banking services to businesses.
Altair Advisers
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Altair Advisers specializes in investment management, financial planning, wealth management and client education services.
John R. Waters & Company
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John R. Waters & Company is an accounting firm that deals with corporate tax, business consultancy and wealth management.
Pekin Hardy Strauss Wealth Management
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Pekin Hardy Strauss Wealth Management is a leading independent investment adviser that offers wealth management services.
Zabana Technologies
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A FinTech development firm that incubates and monetizes cutting-edge, analytics-intense solutions for the financial sector
Harrison and Held
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Harrison & Held is an independent boutique firm that provides exceptional service and value to our clients by focusing on core strengths.
Aegea Capital
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Aegea Capital offers intuitive solutions to gain sustainable performance & stringent risk management in the alternative investment industry.
South Loop CPA
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South Loop CPA is a boutique Certified Public Accounting firm that provides personalized accounting, tax, and wealth management services.
Total Clarity Wealth Management
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Total Clarity Wealth Management engages in investment management advisory, financial, estate, business, 401K & retirement planning services.
Tetley Investments
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Tetley Investments is a full-service, independent financial advisory firm that only answers to you, making investments interesting.
The Family Wealth Alliance
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The Family Wealth Alliance connects the multifamily wealth community.
Monere Investments
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Monere Investments delivers financial services such as investments, wealth management and financial planning.
IHT Wealth Management
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IHT Wealth Management provides highly individualized client service and focuses on offering financial solutions.
Cutrara & Company
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Cutrara & Company provides financial reporting, internal auditing, tax preparation, wealth planning, accounting and consulting services.
Wealth Strategist Partners
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Wealth Strategist Partners provides investment and wealth management advisory services to families and individuals.
XLazz
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XLazz is developing and selling 3D watch and VR,AR wearable glass.
Quantum Capital Investments
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Quantum Capital Investments is a consulting firm that provides financial and wealth management services.
Aaron Wealth Advisors
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We are a registered independent advisory firm dedicated to helping individuals, families, and family offices manage their wealth.
Chesley, Taft & Associates
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Chesley, Taft & Associates is an investment management firm that offers retirement plans, portfolio management and financial services.
Lowery Asset Consulting
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Lowery Asset Consulting provides services in investment & wealth management, retirement benefits and consulting.
Equity Armor Investments
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Equity Armor Investments provides investment strategies along with wealth management advisory services for retail & financial institutions.
InterOcean Capital
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InterOcean Capital is a wealth management firm that enhances portfolio efficiency and stays committed to financial plans during the crisis.
Clune & Associates
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Clune & Associates is providing wealth management services to individuals, families, and small institutions.
Urban Financial Advisory
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Urban Financial is an independent financial planning & investment advisory firm which offers clients a comprehensive planning services.
Link Biz Solutions
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Link Biz Solutions specializes in tax, accounting, estate and business planning services for small businesses.
Greenridge Global
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Greenridge Global provides services in investment management & sales, equity research, market research and consulting.
Elementrade
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Customer-Focused Hybrid Wealth Management Firm
Grey Street Capital
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Grey Street Capital is an investment management services providing firm.
Najarian Family Office
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Najarian Family Office offers wealth management, asset management, and financial planning services.
Greenrock Research, Inc.
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Greenrock Research, Inc. provides specialized research and customized investment solutions that solve clients’ needs.
Ziegler Wealth Management
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Ziegler Wealth Management provides wealth services.
Mcmillin Financial Advisors
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Mcmillin Financial Advisors is a diligent and disciplined investment management company located in Chicago.
Financial Solutions Advisory Group
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Financial Solutions Advisory Group engages in financial planning and wealth management services.
ChameleonTrade
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Groundbreaking Robo-Advising & Wealth Management Solution
Ziv Investment Company
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Ziv Investment Company is an Investment Firm with primary focus on individual and institutional wealth management strategies.
Silver Step
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Silver Step educates new financial consumers on the basics of wealth management
