This article showcases our top picks for the best New Jersey 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 New Jersey Wealth Management Startups
Data sourced from Crunchbase and SemRush.
CarrotFi
Crunchbase Website Twitter Facebook Linkedin
Our cloud platform helps banks, credit unions, funds and servicers increase profitability and save homes.
FolioDynamix
Crunchbase Website Twitter Facebook Linkedin
FolioDynamix, a provider of integrated wealth management technology solutions.
Sun National Bank
Crunchbase Website Twitter Facebook Linkedin
Sun National Bank has a vested interest in moving our region forward, partnering with thousands of families.
RobustWealth
Crunchbase Website Twitter Facebook Linkedin
RobustWealth is a digital wealth management platform built for their needs.
Interactive Advisory Software
Crunchbase Website Twitter Facebook Linkedin
Interactive Advisory Software provides wealth management software-as-a-service solutions for financial advisors and wealth managers.
Macro Consulting
Crunchbase Website Twitter Facebook Linkedin
Macro Consulting delivers financial planning, wealth and investment management services.
Albridge
Crunchbase Website Twitter Facebook Linkedin
Albridge provides enterprise wealth management services that deliver an accurate, single view of all of their clients
CircleBlack
Crunchbase Website Twitter Facebook Linkedin
CircleBlack is a financial technology firm that provides financial advisory and wealth management services.
Active Allocator
Crunchbase Website Twitter Facebook Linkedin
ActiveAllocator is a digital asset allocation platform with technology-enabled customized advice capabilities.
Acorn Financial Services
Crunchbase Website Twitter Facebook Linkedin
Acorn Financial Services specializes in wealth management, financial solutions, insurance, employee benefits and pension plans.
Modera Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Modera specializes in providing wealth management and portfolio management services.
AJE Wealth Management
Crunchbase Website Twitter Facebook Linkedin
AJE Wealth Management provides financial and wealth management services.
Prestige Wealth Management Group
Crunchbase Website Twitter Facebook Linkedin
Prestige Wealth Management is a consulting firm that offers investment management, insurance, tax, accounting, financial & estate planning.
The Edge
Crunchbase Website Twitter Facebook Linkedin
The Edge provides financial assistance like investments in public markets, restructuring, insider buying and share buybacks.
The Green Group
Crunchbase Website Twitter Facebook Linkedin
The Green Group is an accounting firm that provides tax, consulting, wealth management and advice.
Compuflex Corporation
Crunchbase Website Twitter Facebook Linkedin
Compuflex Corporation is a software company that delivers solutions for automation, cash management and currency tracking.
Signet Financial Management
Crunchbase Website Twitter Facebook Linkedin
Signet Financial Management is a wealth management firm that takes a personal approach in helping high-net-worth families.
Lassus Wherley & Associates
Crunchbase Website Twitter Facebook Linkedin
Lassus Wherley, is a fee-only wealth management firm.
Synthesis Wealth Planning
Crunchbase Website Twitter Facebook Linkedin
Synthesis Wealth Planning deals with complete financial planning and wealth management services.
Hudson Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Hudson Wealth Management provides customized financial planning and consulting services.
Charter Advisory Group LLC
Crunchbase Website Twitter Facebook Linkedin
Investment management, tax advisory, and wealth planning firm. Family office, business consulting and financial oversight services.
Collins Lambert
Crunchbase Website Twitter Facebook Linkedin
Collins Lambert is an integrated wealth management firm.
Leaf Miele Manganelli Fortunato Engel
Crunchbase Website Twitter Facebook Linkedin
Leaf Miele Manganelli Fortunato Engel deals with auditing, accounting, tax and wealth management advisory services for the business.
Reaves Asset Management
Crunchbase Website Twitter Facebook Linkedin
Reaves Asset Management provides investment management services, investment advisory, and portfolio management services.
Financial Principles
Crunchbase Website Twitter Facebook Linkedin
Financial Principles provides financial planning, retirement, education planning, wealth management, insurance & asset allocation services.
Phyphar
Crunchbase Website Twitter Facebook Linkedin
Phyphar is a CPA firm that offers services in accounting, tax preparation, payroll and finance.
Mills & Defilippis
Crunchbase Website Twitter Facebook Linkedin
Mills & Defilippis is an accounting firm that provides taxation, estate, financial/retirement planning and litigation support services.
Compass CFO Solutions
Crunchbase Website Twitter Facebook Linkedin
Compass CFO Solutions provides cash management, wealth management, accounting, financial advisory, payroll, taxation & consulting services.
Masso Torrence Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Masso Torrence Wealth Management is providing corporate retirement plans for physicians, dentists, attorneys, and small-business owners.
JFL Total Wealth Management
Crunchbase Website Twitter Facebook Linkedin
JFL Total Wealth Management provides financial services like tax preparation, asset management, and real estate investment.
Professional Economic Growth Group
Crunchbase Website Twitter Facebook Linkedin
Professional Economic Growth Group specializes in wealth and asset management, and personal and business insurance services.
Parks Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Parks Wealth Management is an independent wealth management firm in Ridgewood, New Jersey.
Economic Concepts
Crunchbase Website Twitter Facebook Linkedin
Economic Concepts is an independent wealth advisory firm.
Van Leeuwen & Company
Crunchbase Website Twitter Facebook Linkedin
Van Leeuwen & Company is a financial services firm that specializes in wealth management services.
CapitalWave
Crunchbase Website Twitter Facebook Linkedin
CapitalWave is an organization that provides e-learning and corporate training for the investment and wealth management sectors.
Aspen Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Aspen Wealth Management is an independent financial service provider.
Friedenthal Financial
Crunchbase Website Twitter Facebook Linkedin
Friedenthal Financial is an investment firm that provides wealth management and consulting services .
Wealth Management Associates
Crunchbase Website Twitter Facebook Linkedin
Wealth Management Associates is a registered investment advisory firm.
Round Angle Advisors
Crunchbase Website Twitter Facebook Linkedin
Round Angle Advisors offers retirement planning, risk management, security, investment and insurance services.
Traphagen Investment Advisors
Crunchbase Website Twitter Facebook Linkedin
Traphagen Investment Advisors specializes in accounting, wealth management, financial reporting and advisory services.
Biltmore Capital Advisors
Crunchbase Website Twitter Facebook Linkedin
Biltmore Capital Advisors provides financial planning and wealth management services.
Randy Neumann Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Randy Neumann Wealth Management is a financial planning and advisory firm.
Froehlich Financial Group
Crunchbase Website Twitter Facebook Linkedin
Froehlich Financial Group is a wealth advisor that offers wealth management, taxation, insurance, retirement planning & consulting services.
Sensus Investment Management
Crunchbase Website Twitter Facebook Linkedin
Sensus is a financial service company which offers investment management, corporate retirement planning, and wealth management services.
Levine, Jacobs & Company
Crunchbase Website Twitter Facebook Linkedin
Levine, Jacobs & Company is an accounting firm that also offers tax and management advisory services.
Northeast Financial Network
Crunchbase Website Twitter Facebook Linkedin
Northeast Financial Network renders retirement planning, insurance, investment management, risk management and wealth management services.
Atrium Financial
Crunchbase Website Twitter Facebook Linkedin
Atrium Financial provides a wide range of financial services like investment, retirement strategy, and insurance.
Salvus Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Salvus Wealth Management is an advisory firm that provides wealth management and financial services.
Gitterman Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Gitterman Wealth Management provides asset management and wealth management services.
DeCesare Retirement Specialists
Crunchbase Website Twitter Facebook Linkedin
DeCesare Retirement Specialists provides full-service financial solutions for well-planned retirement and wealth management to companies.
Total Financial Concepts
Crunchbase Website Twitter Facebook Linkedin
Total Financial Concepts is providing financial products and services.
Four Points Capital Partners
Crunchbase Website Twitter Facebook Linkedin
Four Points Capital Partners provides strategic & innovative financial products, investment, wealth management & trading advisory services.
Solitario & Tierney
Crunchbase Website Twitter Facebook Linkedin
Solitario & Tierney is an accounting firm that specializes in financial planning, estate planning and tax services.
Sax Wealth Advisors
Crunchbase Website Twitter Facebook Linkedin
Sax Wealth Advisors provides financial services such as investment management, financial and estate planning, proactive tax planning.
LB Goodman & Co
Crunchbase Website Twitter Facebook Linkedin
LB Goodman & Co provides tax, assurance, accounting, business consulting, and wealth management services.
Ambre Financial
Crunchbase Website Twitter Facebook Linkedin
Ambre Financial specializes in wealth management, insurance, retirement and financial planning services to business owners and individuals.
Wechter Feldman Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Wechter Feldman Wealth Management provides financial solutions, risk, investment and wealth management services.
Summit Asset Management
Crunchbase Website Twitter Facebook Linkedin
Summit Asset Management expertise in wealth management and tax-planning that offers financial planning for both individuals and businesses.
First Capital Advisors Group
Crunchbase Website Twitter Facebook Linkedin
First Capital Advisors Group is a wealth management firm that offers business planning and financial service.
Bernard Caroli Wealth Management
Crunchbase Website Twitter Facebook Linkedin
BCWM is a Wealth Management company providing financial solutions based on sound, unbiased advice.
AGS Aurora Financial Services
Crunchbase Website Twitter Facebook Linkedin
AGS Aurora Financial Services offers insurance planning, education funding, wealth management, retirement planning and investment services.
RMR Wealth Builders
Crunchbase Website Twitter Facebook Linkedin
RMR Wealth Builders renders financial, estate, retirement planning, consulting, review, taxation, college planning and insurance services.
Kenneth Jerome & Co
Crunchbase Website Twitter Facebook Linkedin
Kenneth Jerome & Co is in the retail brokerage industry and specializes in financial securities, retirement plans, mutual funds & insurance.
Sacks & Associates
Crunchbase Website Twitter Facebook Linkedin
Sacks & Associates provides wealth, risk, asset management, cash flow analysis, retirement planning, tax and estate planning services.
George McKelvey Company
Crunchbase Website Twitter Facebook Linkedin
George McKelvey Company fixates on wealth management of clients with investment advisory and portfolio management services.
King Financial Network
Crunchbase Website Twitter Facebook Linkedin
King Financial Network is a wealth management firm.
McLaughlin Asset Management Inc
Crunchbase Website Twitter Facebook Linkedin
McLaughlin Asset Management Inc is a Financial Advisory & Wealth Management Firm.
Groesbeck Investment Management Corporation
Crunchbase Website Twitter Facebook Linkedin
Groesbeck Investment Management Corporation is an investment advisory firm that provides equity portfolio management & consulting services.
Financial Focus Group
Crunchbase Website Twitter Facebook Linkedin
Financial Focus Group provides financial services like investment, retirement, insurance, wealth management, and corporate services.
Maltin Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Maltin Wealth Management helps individuals, families, institutions and not-for-profit institutions with investment advisory services.
Mendham Wealth Partners
Crunchbase Website Twitter Facebook Linkedin
Mendham Wealth Partners is a wealth management firm that offers financial planning, investment management and insurance services.
Barry Capital Management
Crunchbase Website Twitter Facebook Linkedin
Barry Capital Management provides wealth management, transition planning, investment management, financial and retirement planning services.
LPA Strategic Capital
Crunchbase Website Twitter Facebook Linkedin
LPA Strategic Capital renders retirement planning, portfolio construction, investment advice, estate planning and wealth management service.
The Financial Company
Crunchbase Website Twitter Facebook Linkedin
The Financial Company provides financial services like portfolio and asset management, estate planning and investment solutions.
The Benchmark Group
Crunchbase Website Twitter Facebook Linkedin
The Benchmark Group offers wealth planning, investment banking, insurance and financial services.
Calyx Capital Advisors
Crunchbase Website Twitter Facebook Linkedin
Calyx Capital Advisors is a wealth management firm that provides comprehensive investment advice services.
The Hartshorne Group
Crunchbase Website Twitter Facebook Linkedin
The Hartshorne Group specializes in wealth management, advice, financial planning and investment services.
SICA Wealth Management
Crunchbase Website Twitter Facebook Linkedin
SICA Wealth Management is an investment management and consulting firm.
Arurora Private Wealth
Crunchbase Website Twitter Facebook Linkedin
Arurora Private Wealth provides financial planning, investment advisory, wealth planning, risk management and retirement planning services.
Guarino Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Guarino Wealth Management provides risk management, portfolio management, taxation, financial planning, estate and legacy planning services.
Highlander Capital Management
Crunchbase Website Twitter Facebook Linkedin
HCM is an SEC-registered Investment Adviser that provides money management services to individuals, ERISA accounts and corporations.
Hartford Life Private Placement
Crunchbase Website Twitter Facebook Linkedin
Hartford Life Private Placement offers insurance and wealth management services for consumers and businesses.
Aljen
Crunchbase Website Twitter Facebook Linkedin
Aljen Asset Management provides asset and wealth management, financial planning services and products to families and corporations.
Eagle Wealth Strategies
Crunchbase Website Twitter Facebook Linkedin
Eagle Wealth Strategies a solid financial plan in place is certainly important in today’s complex times.
MRA Advisory Group
Crunchbase Website Twitter Facebook Linkedin
MRA Advisory Group specializes in financial planning, wealth management, tax preparation, insurance solutions and real estate services.
Nicholas Pascarella & Co
Crunchbase Website Twitter Facebook Linkedin
Nicholas Pascarella & Co provides financial planning, investment management and strategic wealth planning services.
Black Brook Wealth Advisors
Crunchbase Website Twitter Facebook Linkedin
Black Brook Wealth Advisors is a full-service investment company that provides wealth management solutions to small and medium-sized firms.
Lawlor & Company
Crunchbase Website Twitter Facebook Linkedin
Lawlor & Company is an accounting firm that expertise in taxation, auditing and financial planning along with industry-specific services.
Revolve Wealth Partners
Crunchbase Website Twitter Facebook Linkedin
Revolve Wealth Partners is an investment advisory company.
Westfield Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Westfield Wealth Management provides financial services like risk management, investment, financial planning, and retirement plan services.
McGrady Group
Crunchbase Website Twitter Facebook Linkedin
McGrady Group specializes in wealth management, employee benefits, cash flow analysis, estate and financial planning services.
Family Investors Company
Crunchbase Website Twitter Facebook Linkedin
Family Investors Company provides stocks, bonds, annuities, retirement plans, insurance, financial planning & investment advisory services.
East Coast Wealth Management
Crunchbase Website Twitter Facebook Linkedin
East Coast Wealth Management offers financial planning, investment management, insurance, risk management, and wealth management services.
LWS Wealth Advisors
Crunchbase Website Twitter Facebook Linkedin
LWS Wealth Advisors is a firm that primarily focuses on offering a comprehensive range of financial planning and asset management services.
Ridgewood investments
Crunchbase Website Twitter Facebook Linkedin
Ridgewood investments offer financial and investment strategies, wealth management and investment advisory services to its clients.
Straight Talk
Crunchbase Website Twitter Facebook Linkedin
Straight Talk is a financial solutions firm that offers wealth management, accounting, cash flow management and employee benefit services.
Pollack Financial Group
Crunchbase Website Twitter Facebook Linkedin
Pollack Financial Group offers wealth management, investment management, and financial planning services.
Financial Life Focus
Crunchbase Website Twitter Facebook Linkedin
Financial Life Focus specializes in financial life planning, advisory, consulting and wealth management services.
