Organizations in Wealth Management
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Y TREE Transforming personal finance. |
Asset Management, Business Development, Financial Services, FinTech, Wealth Management | London, England, United Kingdom |
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Neo Technologies Neo Technologies is a UAE based, leading technology services company focused on digital wealth management solutions in the MENA region. |
Asset Management, Banking, Finance, Financial Services, FinTech, Information Technology, Wealth Management | Dubai, Dubai, United Arab Emirates |
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Smartleaf Simartleaf is a financial service business that offers portfolio management solutions. |
Banking, Financial Services, Wealth Management | Cambridge, Massachusetts, United States |
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White Swan We are digitizing permanent life insurance as an asset class |
Financial Exchanges, FinTech, Insurance, Life Insurance, Marketplace, Wealth Management | N/A |
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Hunter Labs Technologies AI technologies to enable every individual to smartly invest and manage their money. |
Artificial Intelligence, FinTech, Wealth Management | N/A |
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The Canada Life Assurance Company The Canada Life Assurance Company provides insurance and wealth management products and services in Canada. |
Finance, Financial Services, Insurance, Life Insurance, Wealth Management | Toronto, Ontario, Canada |
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Hong Leong Bank Hong Leong Bank is a Regional Financial Services Company. KLSE:HLBANK |
Banking, Credit, Financial Services, Wealth Management | Kuala, Kalimantan Barat, Indonesia |
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LaSalle Investment Management LaSalle Investment Management operates as a global real estate investment manager. |
Real Estate, Venture Capital, Wealth Management | Chicago, Illinois, United States |
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Jainam Broking Jainam Broking offers research, analysis, wealth management, equity, and commodity trading services to investors. |
Financial Exchanges, Financial Services, Wealth Management | Surat, Gujarat, India |
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Archway Technology Partners Archway Technology Partners, LLC (Archway) is a software and service company. |
Accounting, Financial Services, Software, Wealth Management | Indianapolis, Indiana, United States |
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57 Stars 57 Stars is an independent asset manager. |
Asset Management, Venture Capital, Wealth Management | Washington, District of Columbia, United States |
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Greenleaf Trust Despite our firm’s name, you do not need a trust to work with us. |
Finance, Financial Services, Wealth Management | Kalamazoo, Michigan, United States |
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Prometeia Prometeia is a Consulting and Economic Research, with over 600 professionals in 5 countries in the world. |
Asset Management, Consulting, Wealth Management | Milan, Lombardia, Italy |
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Hometown Bank Hometown Bank provides personal banking, business banking, loans, mortgages, online banking, wealth, and treasury management services. |
Banking, Credit, Financial Services, Wealth Management | Fond Du Lac, Wisconsin, United States |
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FSB Premier Wealth Management FSB Premier Wealth Management, Inc. is the wealth management affiliate of Farmers State Bank |
Financial Services, Wealth Management | Waterloo, Iowa, United States |
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Neuroprofiler Neuroprofiler is a behavioral finance game to help financial advisors assess the investor profile. |
Banking, Compliance, Finance, Financial Services, FinTech, Wealth Management | Puteaux, Ile-de-France, France |
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AIA AIA’s contributions have supported social and economic progress across Asia, providing essential financial protection. |
Financial Services, Health Insurance, Insurance, Life Insurance, Product Search, Property Insurance, Wealth Management | Bangkok, Krung Thep, Thailand |
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Prontoblock Prontoblock is a fintech platform which deploys blockchain technology to democratize fixed income investing, making it accessible to anyone. |
Finance, Financial Services, FinTech, Information and Communications Technology (ICT), Wealth Management | N/A |
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MDC Media MDC Media helps create investor profiles and offers investment advice. |
Finance, Financial Services, Wealth Management | Zürich, Zurich, Switzerland |
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Union Trade Pro DEFI INVESTMENT PLATFORM, SIMPLIFIED INVESTMENT PLATFORM AMEX:UTP |
Cryptocurrency, Financial Services, FinTech, Funding Platform, Trading Platform, Wealth Management | Sheffield, Sheffield, United Kingdom |
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Perspective Financial Group Ltd Perspective Financial Group is a national financial planning and wealth management group with 15 offices and 180 staff. |
Consulting, Financial Services, Legal, Retirement, Wealth Management | Chorley, Lancashire, United Kingdom |
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MiBolsillo AI-based financial personal trainer that educates2bank and brings digital financial identity & best-fit FinServs to unbanked entrepreneurs |
Finance, Financial Services, FinTech, Insurance, Lending, Personal Finance, Small and Medium Businesses, Wealth Management | Lima, Lima, Peru |
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Heirs Holdings A pan-African proprietary investment company driving Africa's development. |
Asset Management, Incubators, Wealth Management | Ikoyi, Lagos, Nigeria |
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Gold Bullion International GBI specializes in providing precious metals to individual investors and the wealth management industry. |
Financial Services, Natural Resources, Retail, Wealth Management | New York, New York, United States |
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220 Bank The Worlds First Digital Private Bank |
Banking, Financial Services, FinTech, Wealth Management | Cardiff, Cardiff, United Kingdom |
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Profitmart Profitmart is a trading firm that provides private equity, mutual funds, investment, stock advice, and wealth management services. |
Advice, Financial Services, Wealth Management | Mumbai, Maharashtra, India |
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CapitalPro CapitalPro empowers financial advisors to expand their client reach by tearing down the time and cost constraints that limits their growth. |
Financial Services, Software, Wealth Management | Sunnyvale, California, United States |
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Prime Capital Investment Advisors Prime Capital Investment Advisors is a financial, asset and wealth management company. |
Asset Management, Finance, Financial Services, Wealth Management | Overland Park, Kansas, United States |
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Pure Market Broker Pure Market is the new way of trading with extremely low market spreads, no requotes, Real STP and DMA, using the latest trading technology. |
Finance, Financial Services, FinTech, Trading Platform, Wealth Management | Australia, Isabela, Philippines |
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Letou100.com letou100.com provides financial information service on the web. |
Finance, Information Services, Wealth Management | Beijing, Beijing, China |
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Nicola Wealth Management Nicola Wealth Management offers sophisticated wealth management strategies that help high net worth individuals reach their financial goals. |
Consulting, Finance, Financial Services, Risk Management, Wealth Management | Vancouver, British Columbia, Canada |
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Upnomix Upnomix is an online platform that offers digital gaming, eCommerce, direct selling, casino management, and wealth investment services. |
Casino, E-Commerce, Gaming, Sharing Economy, Wealth Management | Escazú, San Jose, Costa Rica |
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TelosTouch TelosTouch is the missing link between financial services providers and their clients. |
Financial Services, FinTech, Information Technology, Wealth Management | Toronto, Ontario, Canada |
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Microequities Microequities is a boutique fund manager specialized in microcap listed stocks. ASX:MAM |
Asset Management, Financial Services, FinTech, Wealth Management | Sydney, New South Wales, Australia |
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Mod5r Mod5r is a leading Fintech platform based in Saudi Arabia; We are here to help you achieve better financial decisions. |
Financial Services, FinTech, Payments, Wealth Management | Riyadh, Ar Riyad, Saudi Arabia |
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Simplifund Simplifying alternative investments. A data-driven diversification tool for wealth advisers. |
FinTech, Online Portals, Wealth Management | San Francisco, California, United States |
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QCR Holdings QCR Holdings, Inc. will be the premier provider of financial services to businesses and individuals for whom relationships matter NASDAQ:QCRH |
Banking, Financial Services, Wealth Management | Moline, Illinois, United States |
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AMDAX With AMDAX, you are investing in the future of value and money. |
Bitcoin, Cryptocurrency, Financial Services, FinTech, Wealth Management | Amsterdam, Noord-Holland, The Netherlands |
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Mubadala Development Company Pjsc Mubadala is a sovereign investor that manages a diverse portfolio of assets & investments in the United Arab Emirates and abroad. |
Asset Management, Finance, Funding Platform, Government, Wealth Management | Abu Dhabi, Abu Dhabi, United Arab Emirates |
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Athena Capital Advisors Athena Capital Advisors is an independent investment advisor and wealth management firm. |
Asset Management, Financial Services, Wealth Management | Lincoln, Massachusetts, United States |
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IC Group IC Group offers investment banking, wealth management, asset management, and financial advisory services. |
Advice, Asset Management, Banking, Financial Services, Wealth Management | Accra, Greater Accra, Ghana |
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OppenheimerFunds OFI's investment professionals are a collection of distinct, yet collaborative, teams built to enable a free exchange of ideas |
Finance, Financial Services, Wealth Management | N/A |
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Masraf Al Rayan Masraf Al Rayan focuses in supervising, protecting, and growing the assets of customers and shareholders. |
Asset Management, Banking, Commercial, Financial Services, Wealth Management | Doha, Ad Dawhah, Qatar |
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Banco BBM Banco BBM is a provider of private and corporate credit banking solutions. |
Asset Management, Banking, Financial Services, Wealth Management | Rio De Janeiro, Rio de Janeiro, Brazil |
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Moneymax Compare the best deals on car insurance, credit cards, and loans in the Philippines with Moneymax. |
Auto Insurance, Credit Cards, Finance, Financial Services, FinTech, Price Comparison, Wealth Management | Makati, Manila, Philippines |
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Koody Financial services marketplace for the under-35s |
Financial Services, FinTech, Marketplace, Personal Finance, Wealth Management | London, England, United Kingdom |
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Bento B2B2C Wealth Tech provider, bringing institutional grade portfolio construction in an awesome digital user journey to financial institutions |
Advice, Financial Services, FinTech, Information Technology, Robotics, Wealth Management | Singapore, Central Region, Singapore |
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People's United Financial People's United Financial is a diversified financial services company that offers commercial and retail banking. NASDAQ:PBCT |
Banking, Financial Services, Wealth Management | Bridgeport, Connecticut, United States |
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Bancnotes Wealth Management Investment Company for Blacks and Latinx |
Financial Services, FinTech, Wealth Management | New York, New York, United States |
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Boundary Waters Bank Boundary Waters Bank is a part of the banking industry and offers personal banking, lending, savings and cash management to customers. |
Banking, Financial Services, Lending, Wealth Management | Woodbury, New York, United States |
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Koda Capital Koda is a wealth management firm providing solutions in structuring & tax, investment strategy, social capital, and family leadership. |
Wealth Management | Sydney, New South Wales, Australia |
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LawDepot LawDepot is the most advanced publisher of do-it-yourself legal documents. |
Legal, Real Estate, Wealth Management | Edmonton, Alberta, Canada |
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Wylth™ Wylth™ is the most comprehensive and secure multi-asset platform for financial advisors which covers the entire investor/client lifecycle. |
Finance, Financial Services, FinTech, Software, Venture Capital, Wealth Management | Singapore, Central Region, Singapore |
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Drax Drax is an investment firm that specializes in private equity, portfolios analysis, and management services. |
Financial Services, Venture Capital, Wealth Management | London, England, United Kingdom |
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Edelweiss Broking Edelweiss Broking is dedicated to building long term relationships with clients and empowering them to gain from market opportunities. |
Financial Services, Stock Exchanges, Wealth Management | Mumbai, Maharashtra, India |
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Roosevelt Management Company Roosevelt Management Company offers financial services and consulting in investment management, mortgage and whole loans. |
Asset Management, Consulting, Financial Services, Wealth Management | New York, New York, United States |
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Family Office Exchange FOX is a membership-based advisory firm that provides research, education, and advice to 500+ members in 22 countries. |
Advice, Finance, Wealth Management | Chicago, Illinois, United States |
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Universa Investments Universa Investments is a firm dealing with financial services, investment services, risk mitigation and capital management. |
Finance, Financial Services, Risk Management, Wealth Management | Miami, Florida, United States |
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Joy Wallet Joy Wallet is an online portal that provides users with information and tips on finance, banking, credit cards, investment, and loans. |
Financial Services, Information Services, Online Portals, Wealth Management | New York, New York, United States |
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Arab African International Bank Arab African International Bank provides banking, credit cards, payroll, corporate finance and wealth management services. |
Banking, Credit Cards, Finance, Financial Services, Wealth Management | Cairo, Al Qahirah, Egypt |
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Fintech Automation Fintech Automation offers family wealth, CRM, robotic process automation, acceleration cloud, artificial intelligence and managed services. |
Artificial Intelligence, CRM, Financial Services, FinTech, Software, Wealth Management | Dallas, Texas, United States |
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Cognifyx Cognifyx is a cognitive and behavioural science company. |
Health Care, Lifestyle, Medical, Wealth Management | Singapore, Central Region, Singapore |
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FTM FTM is an investment management company that specializes in hedge funds, investment strategies, portfolio, and risk management. |
Financial Services, Professional Services, Wealth Management | N/A |
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FLIT Invest FLIT Invest is an automated impact investing app that allows users to align their investments with their values without sacrificing returns |
Apps, CleanTech, Finance, Financial Services, FinTech, Impact Investing, Social Impact, Sustainability, Wealth Management | New York, New York, United States |
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Succession Wealth Succession Wealth provides wealth management, financial management, and employee benefit solutions services. |
Employee Benefits, Financial Services, Professional Services, Retirement, Wealth Management | Birmingham, Birmingham, United Kingdom |
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Copia Wealth Studios Copia Wealth Studios is a financial intelligence platform that provides wealth management services using modern design and machine learning. |
Financial Services, FinTech, Venture Capital, Wealth Management | San Diego, California, United States |
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First Community Bank First Community Bank is a comprehensive banking and financial services company with 67 financial centers located in West Virginia, NASDAQ:NASDAQ |
Banking, Finance, Financial Services, Wealth Management | Bluefield, Virginia, United States |
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OptiFi OptiFi is a financial and wealth management firm. |
Advice, Finance, Financial Services, Wealth Management | Nice, Provence-Alpes-Cote d'Azur, France |
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Lion Global Investors Lion Global Investors is a financial service firm that offers investment management, fixed income, asset management and wealth management. |
Asset Management, Financial Services, Wealth Management | Singapore, Central Region, Singapore |
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FolioDynamix FolioDynamix, a provider of integrated wealth management technology solutions. |
Finance, Financial Services, FinTech, Wealth Management | Secaucus, New Jersey, United States |
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Australian Executor Trustees Australian Executor Trustees offers estate planning, trustee, executor, philanthropic and self-managed superannuation services. |
Financial Services, Funding Platform, Wealth Management | Adelaide, South Australia, Australia |
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More Money Transfers More Money Transfers is a financial services company that provides services to transfer money from one country to another. |
Finance, Financial Exchanges, Financial Services, Professional Services, Service Industry, Wealth Management | Montevideo, NA - Uruguay, Uruguay |
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GCG GCG is a boutique consulting firm |
Consulting, Insurance, Retirement, Wealth Management | Deerfield, Illinois, United States |
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The Family Office The Family Office has been committed to preserving the multi-generational wealth of families and individuals in the GCC. |
Advice, Angel Investment, Professional Services, Wealth Management | Manama, Al Manamah, Bahrain |
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PangMaoBao PangMaoBao is an online information intermediary service platform. |
B2B, Finance, Internet, Wealth Management | Jiading, Shanghai, China |
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Adhesion Wealth Advisor Solutions Adhesion Wealth Advisor Solutions, Inc. provides wealth advisor solutions to independent financial advisors and wealth managers. The |
Advice, Enterprise Software, Financial Services, Wealth Management | Charlotte, North Carolina, United States |
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Planworth Planworth is a B2B SaaS platform that empowers investment advisors and firms with the tools to guide a client's wealth journey. |
Financial Services, FinTech, Software, Wealth Management | Toronto, Ontario, Canada |
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OneAston OneAston is Asian based financial IT services firm dedicated to the delivery of quality wealth management solutions. |
Financial Services, Information Technology, Training, Wealth Management | Singapore, Central Region, Singapore |
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TMI Trust Company TMI Trust Company offers wealth, retirement, commercial real estate, loans, and financial services. |
Financial Services, Retirement, Wealth Management | Tampa, Florida, United States |
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WEALTH At Work WEALTH at work is a leading provider of financial education and employee wealth management services in the workplace with an excellent |
Education, Finance, Financial Services, Training, Wealth Management | Liverpool, Liverpool, United Kingdom |
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Robowealth Robowealth provides complete solutions for Robo-advisors and mutual funds investment. |
Financial Services, FinTech, Wealth Management | Bangkok, Krung Thep, Thailand |
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FIRE Investment AI-powered financial and information aggregator platform |
Finance, Financial Services, FinTech, Information Technology, Wealth Management | Milan, Lombardia, Italy |
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Arktos Technologies Arktos is commercializing a new class of cutting-edge software which helps financial advisors and their clients navigate market 3.0. |
Finance, Financial Services, FinTech, Software, Wealth Management | New York, New York, United States |
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Ducera Partners Ducera Partners is an investment banking advisory practice focused on providing trusted advice and innovative solutions to decision makers. |
Financial Services, Wealth Management | New York, New York, United States |
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Pinnacle Elite Pinnacle Elite provides financial education, products, and services to families all over the US. |
Financial Services, Insurance, Personal Finance, Wealth Management | San Jose, California, United States |
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UL EHS Sustainability UL EHS Sustainability is the premier global independent safety science company. |
Health Care, Public Safety, Software, Wealth Management | Franklin, Tennessee, United States |
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Vitreo Wealth Management Fintech |
Financial Services, FinTech, Wealth Management | São Paulo, Sao Paulo, Brazil |
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NorthStar Financial Services An Omaha-based financial services firm with more than $300 billion in assets under management and administration |
Asset Management, Finance, Financial Services, Wealth Management | Omaha, Nebraska, United States |
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Odyssey Financial Technologies Odyssey Financial Technologies is a global financial technology company specializing in front and middle-office software for the Private |
Banking, CRM, Financial Services, Software, Wealth Management | New York, New York, United States |
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Relyance Bank Relyance Bank provides consumer, commercial and agriculture loans, wealth management, business and personal banking services. |
Banking, Financial Services, Wealth Management | Pine Bluff, Arkansas, United States |
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F.L.Putnam Investment Management F.L.Putnam Investment Management is an advisory firm that delivers investment management, financial planning & retirement solutions. |
Asset Management, Financial Services, Retirement, Wealth Management | Portland, Maine, United States |
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MERCURY WEALTH MANAGEMENT LIMITED MERCURY WEALTH MANAGEMENT LIMITED is a financial services firm that deals in wealth management services. |
Finance, Financial Services, Wealth Management | Stockton-on-tees, Stockton-on-Tees, United Kingdom |
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Wealth Wizards Wealth Wizards is the UK’s first online independent financial adviser and we offer digital regulated financial advice and guidance. |
Financial Services, Wealth Management | Leamington Spa, Warwickshire, United Kingdom |
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Seedwell Seedwell is an AI platform that specializes in wealth management, savings, credit cards, pension accounts, and personal mortgages. |
Employee Benefits, FinTech, Mobile Apps, Personal Finance, Wealth Management | Toronto, Ontario, Canada |
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Tilney Smith & Williamson Tilney Smith & Williamson is a financial planning and investment firm. |
Finance, Financial Services, Wealth Management | London, England, United Kingdom |
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Albridge Albridge provides enterprise wealth management services that deliver an accurate, single view of all of their clients |
Business Intelligence, Financial Services, Professional Services, Wealth Management | Lawrenceville, New Jersey, United States |
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Wilmington Trust Wilmington Trust is a financial institution that has wealth advisory for institutions and corporations. |
Financial Services, Wealth Management | Wilmington, Delaware, United States |
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Csqing.com csqing.com is a financial advisory services platform. |
Finance, Financial Services, Wealth Management | Guangzhou, Guangdong, China |
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Finance Of America Reverse Finance of America Reverse is a mortgage banker that provides reverse mortgage lending services for retired homeowners and homebuyers. |
Financial Services, Retirement, Wealth Management | Tulsa, Oklahoma, United States |
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Johnson Brunetti Johnson Brunetti is an independent Retirement and Investment Specialty company with neighborhood offices in Connecticut and Massachusetts. |
Consulting, Financial Services, Retirement, Wealth Management | Wethersfield, Connecticut, United States |