Wealth Management companies
FindMeMail lists 173 wealth Management companies with their founders and decision-makers. Newest additions first.
- AKIERA CAPITAL PRIVATE LIMITED — Mumbai, India: Akiera Capital provides AI-driven robo-advisory and wealth infrastructure solutions for digital financial institutions.
- EQDEGO LLP — Gurgaon, India: EQDEGO distributes mutual funds, specialized investment funds, AIF, PMS, and related regulated investment products as a non-advisory broker.
- FLEMING AND PARTNERS LIMITED — Abu Dhabi, United Arab Emirates: Fleming & Partners provides institutional-grade wealth advisory and investment consulting services to family offices and institutions.
- Fractional Family Office Inc. — Los Angeles, United States: Fractional Family Office provides HNW families with tax planning, investment strategy, and estate planning through a shared-resource model
- GPC Internation INC. — Einsiedeln, Switzerland: GPC International provides management consulting, financial structuring, technology integration, and wealth and asset management services.
- CresAlta Investment Management — Greenwood Village, United States: CresAlta Investment Management designs and manages actively managed equity strategies offered through ETFs and separately managed accounts.
- Acta Wealth Management — Panama City Beach, United States: Acta Wealth Management provides investment advisory, portfolio management, and consolidated financial reporting services.
- Ledgers Technology — Dubai, United Arab Emirates: Ledgers Technology is a software startup that develops an AI-powered operating system.
- The Premiere — Lagos, Nigeria: The Premiere is a wealth management company that provides investment and regulatory compliance services for individuals and families.
- Hudnall Capital Advisors — Charleston, United States: Hudnall Capital Advisors is a financial services company that offers wealth management, loans, and retirement planning services.
- Kestrelbox: Kestrelbox provides a cloud-based platform for file storage, sharing, and collaboration across teams and organizations.
- Premium Georgia — Tbilisi, Georgia: travel agency, concierge service, event management, wealth management
- MUNI — Dubai, United Arab Emirates: MUNI is a financial technology platform that helps users track and manage their entire net worth across investments, crypto & real estate.
- Saber Capital — New York, United States: Saber Capital provides financial advisory and investment management services for institutions and individuals.
- Netoapp.es — Spain: Neto Budget and Expenses provides a mobile app for tracking spending, managing budgets, and organizing personal finances.
- Decorum Wealth Management — Merced, United States: Decorum Wealth Management is a financial advisory firm that offers financial planning and investment management services.
- GlobalWealth360 — Ballsbridge, Ireland: GlobalWealth360 provides relocation advisory, mobility consulting, and wealth planning content for Americans building lives in Europe.
- Vedanta Sentinel Investment Advisors — Ann Arbor, United States: Vedanta Sentinel Investment Advisors provides investment management, retirement planning, wealth management, and tax advisory services.
- Wooster Square Partners — New Haven, United States: Wooster Square Partners is a financial services firm that provides wealth management, estate planning, and financial advisory services.
- FairWealth — Salt Lake City, United States: FairWealth builds a compliance-focused platform for tokenized real-world asset investments and issuer capital raising.
- BZ Wealth Advisors — Eagle, United States: BZ Wealth Advisors provides fee-only financial planning, investment planning, business owner planning, and asset management services.
- Wealth Mission Group — Scottsdale, United States: Wealth Mission Group provides private real estate-backed lending funds that target monthly income for accredited investors.
- TrekNorth Investment Management — Centennial, United States: TrekNorth Investment Management is an investment company that provides portfolio management, consulting, retirement, and financial planning.
- Taurion — San Francisco, United States: Agentic AI platform that automates suitability, diligence, compliance, and investor readiness for private-market advisors and fund managers.
- Siario Capital Services — Thane, India: Siario Capital Services is a financial services company providing tax strategy, financial, retirement, and estate planning services.
- Privan Capital — Surrey, Canada: Privan Capital provides private mortgage financing for borrowers and real estate mortgage investment opportunities for lenders.
- TradingKite: Trading intelligence platform by Wealth Grid — capital gains tracking, tax tools, and market insights across the US, India, UK & more.
- Novel Financial Holdings — Jersey City, United States: Novel Financial Holdings builds and manages fintech platforms for payments, accounts, cards, lending, and compliance operations.
- Plotbook: Geospatial Wealth Intelligence
- Kintra: Kintra provides registered investment advisory and wealth management services for individuals, families, businesses, and institutions.
- Innosensation: Startup focused on AI and FinTech products and services
- Hoot Wealth — Denver, United States: Hoot Wealth is an independent boutique investment and financial advisory firm.
- Btesh Financial: Investment Advisory Firm
- PloutosX — London, United Kingdom: PloutosX is an AI fintech platform that specializes in financial, asset, and wealth management services.
- FolioMax: FolioMax is a financial services firm that specializes in wealth management, advisory, and analytics services.
- Bruen Wealth Management — Madison, United States: Bruen Wealth Management is a financial advisory firm that provides wealth management services.
- Bell Wealth Partners — Fairbanks, United States: Bell Wealth Partners is an advisory firm that provides wealth management and financial planning services.
- Royalty Access Studio — Dublin, Ireland: Royalty Access Studio is a wealth management company that offers financial services for artists, songwriters, and rights holders.
- Laurel Oak Wealth Management — Marlton, United States: Laurel Oak Wealth Management provides financial planning and investment management for individuals, families, and business owners.
- Third View Private Wealth — Westport, United States: Third View Private Wealth delivers investment management and financial planning for individuals, families, and business owners.
- Investminder.com: Financial Investment Strategy Builder & Backtesting Platform
- SoundRidge Private Wealth — New York, United States: SoundRidge Private Wealth is a financial services advisory firm that provides wealth, investment, and retirement planning services.
- KCC Capital Partners — Newport Beach, United States: KCC Capital Partners provides investment banking, M&A advisory, and capital markets services for corporate and institutional clients.
- Wealthi AI — Dubai, United Arab Emirates: SaaS, Mobile App, Personal Finance, AI wealth manager
- Raven Capital Partners — London, United Kingdom: Raven Capital Partners is a financial services company that provides growth strategy, corporate finance, fundraising, and advisory services.
- Amara.ai — Dubai, United Arab Emirates: AI-powered wealth platform enabling banks and digital wealth businesses to rapidly launch scalable, personalized investment experiences
- Ox Road Capital — Greenville, United States: Ox Road Capital is a financial planning company that provides wealth management, retirement planning, and estate planning services.
- Palatino Wealth Advisors — Danville, United States: Helps families and business owners build financial clarity through protection planning, liquidity readiness, and long-term wealth structure.
- Spaces: An OS for Financial Advisory Firms
- Waycrest Wealth — Southfield, United States: Waycrest Wealth is a wealth management firm
- Atrean — New York, United States: Atrean is a company that provides an AI-based platform for financial decision-making in private capital.
- 71 West Capital Partners — Boston, United States: 71 West Capital Partners is an investment advisory company that provides private wealth management services.
- Vexit — Guaynabo, Puerto Rico: Vexit is a business consulting company that offers acquisition, strategic advisory, and wealth and investment planning.
- Wealthbrix Capital Partners — Dubai, United Arab Emirates: Wealthbrix Capital Partners is a wealth management firm that offers private wealth, asset management, and financial advisory services.
- Niveshak AI — Mumbai, India: Agentic AI wealth platform for Indian retail investors. Specialized AI agents.
- AcuFi — Sparks, United States: Real-Time Lender Intelligence Network for Cash Flow Underwriting, Loan Stacking Detection & Payments
- Forta Wealth Partners — Indianapolis, United States: Forta Wealth Partners is an independent advisory firm offering personalized wealth management, financial planning, and investment services.
- Lighthouse Private Wealth — Manasquan, United States: Lighthouse Private Wealth is a wealth management firm that provides financial planning, tax strategy, and advisory services.
- BitInPeace — Hoofddorp, The Netherlands: Non-custodial crypto inheritance platform helping Bitcoin and Ethereum holders securely pass on their assets to beneficiaries.
- Fiscor — Napa, United States: Fiscor is a financial planning system that enhances long-term decision-making by using financial concepts and an integrated framework.