129 Wealth Management companies in United States

129 Wealth Management companies in United States with 185 founders and decision-makers, led by New York. 108 verified founder emails. Updated 2026-10-03.

Key findings

• FindMeMail tracks 129 Wealth Management companies in United States, with 185 founders and decision-makers listed.
• New York is the top city, with 13 of them (10%), followed by San Francisco (10).
• The most common team size is 1-10 employees (89% of companies).
• 39 (30%) were founded in the last three years.
• 5 have a recorded funding round; the most common is Pre-Seed (3).
• 78 companies (60%) have at least one verified founder email, 108 verified emails in total.

Breakdown

Top cities

• New York: 13 (10%)
• San Francisco: 10 (8%)
• Boston: 4 (3%)
• Scottsdale: 3 (2%)
• Naples: 3 (2%)
• Newport Beach: 3 (2%)
• Baton Rouge: 3 (2%)
• Tulsa: 3 (2%)

Team size (employees)

• 1-10: 115 (89%)
• 11-50: 11 (9%)
• 51-100: 1 (1%)
• 1001-5000: 1 (1%)
• 10001+: 1 (1%)

Latest funding round

• Pre-Seed: 3 (2%)
• Venture - Series Unknown: 2 (2%)

Founded (last 10 years)

• 2017: 3 (2%)
• 2018: 2 (2%)
• 2019: 3 (2%)
• 2020: 1 (1%)
• 2022: 3 (2%)
• 2023: 2 (2%)
• 2025: 36 (28%)
• 2026: 3 (2%)

Recently added Wealth Management companies in United States

• 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
• 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.
• Hudnall Capital Advisors — Charleston, United States: Hudnall Capital Advisors is a financial services company that offers wealth management, loans, and retirement planning services.
• Saber Capital — New York, United States: Saber Capital provides financial advisory and investment management services for institutions and individuals.
• Decorum Wealth Management — Merced, United States: Decorum Wealth Management is a financial advisory firm that offers financial planning and investment management services.
• 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.
• Novel Financial Holdings — Jersey City, United States: Novel Financial Holdings builds and manages fintech platforms for payments, accounts, cards, lending, and compliance operations.
• Hoot Wealth — Denver, United States: Hoot Wealth is an independent boutique investment and financial advisory firm.
• 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.
• 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.
• 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.
• 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.
• 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.
• Forta Wealth Partners — Indianapolis, United States: Forta Wealth Partners is an independent advisory firm offering personalized wealth management, financial planning, and investment services.
• AcuFi — Sparks, United States: Real-Time Lender Intelligence Network for Cash Flow Underwriting, Loan Stacking Detection & Payments
• Lighthouse Private Wealth — Manasquan, United States: Lighthouse Private Wealth is a wealth management firm that provides financial planning, tax strategy, and advisory services.
• Fiscor — Napa, United States: Fiscor is a financial planning system that enhances long-term decision-making by using financial concepts and an integrated framework.

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Frequently asked questions

How many Wealth Management companies in United States are there?

FindMeMail currently lists 129 Wealth Management companies in United States with at least one founder or decision-maker identified. The count updates daily as new companies are added.

Where are most Wealth Management companies in United States based?

New York (13), San Francisco (10), Boston (4).

How do I contact founders of Wealth Management companies in United States?

108 verified founder emails are available for these companies on FindMeMail. Create a free account to get 50 free reveals, then buy one-time credit packs from $12.

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Methodology: counts include companies in the FindMeMail database with at least one identified founder or decision-maker. Data refreshes automatically as new companies are added.