Wealth Management companies

Fee-only registered investment advisory and financial planning firm, founded 1999, providing integrated wealth management including investment, tax, estate and…

Broadridge Financial Solutions provides fintech infrastructure for trade processing, regulatory reporting, proxy voting and shareholder communications, and weal…

A national wealth management and investment advisory firm, founded in 2009, serving high-net-worth individuals, families, businesses and nonprofits across the U…

BakerAvenue is a wealth management and investment advisory firm, founded in 2004 and headquartered in San Francisco, serving high-net-worth clients, trusts, fou…

Hightower is an independent wealth management firm founded in 2008, providing investment, financial and retirement planning and a technology-enabled platform fo…

MDOTM builds AI-driven investment solutions for institutional investors, including the Sphere platform for portfolio rebalancing, asset allocation and generativ…

Barclays is a British universal bank serving individuals, businesses, corporations and governments across 38 countries, with work spanning digital innovation an…

Arta Finance builds a digital family office platform using AI and engineering to bring sophisticated wealth management to a broader investor base.

Apex Fintech Solutions builds cloud-native, API-driven infrastructure with real-time ledgers and compliance automation that power over 20 million investment acc…

InvestCloud provides a technology-driven global platform for wealth management, supporting over 550 clients with assets under management exceeding $6 trillion.

Wealth Enhancement Group is an independent wealth management firm providing comprehensive financial planning through a team-based approach since 1997.

Luminary develops an AI-native platform for wealth transfer services, converting legal documents into digital records for advisors.

SouthState Bank is a financial services company offering consumer, commercial, mortgage, and wealth management solutions across the United States.

Empower is a US financial services company offering retirement plans, wealth management, and investment accounts to over 19 million customers, with a digital-fi…

Itaú Unibanco is the largest bank in Latin America, providing full-service financial products with a focus on AI and digital platforms.

BMO provides personal and commercial banking, wealth management, and capital markets services in North America.

Mariner is a U.S. financial firm providing integrated wealth management and advisory services across tax, estate, trust, insurance, investment banking, and valu…

TIAA is a financial services firm that manages over $250 billion in assets, providing retirement plans, annuities, and investment solutions primarily for profes…

French fintech building a proprietary multi-agent AI platform for finance and wealth management, grounded in validated legal and tax databases.

Wealth.com provides an AI-powered estate and tax planning platform for wealth management firms to broaden access to planning services.