This article showcases our top picks for the best California 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 California Wealth Management Startups
Data sourced from Crunchbase and SemRush.
SoFi
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SoFi is a finance company that offers a range of lending and wealth management services.
Acorns
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Acorns is a finance company that allows individuals to round up purchases and automatically invest the change.
Addepar
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Addepar is a wealth management platform that provides tools for data analytics and portfolio visuals.
Wealthfront
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Wealthfront is a next-gen banking service that helps in managing the money for both the short term and long term.
Secfi
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Secfi works with startup employees and founders to provide equity planning and stock option financing.
The Beans
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The Beans offers a software application platform that creates personalized cash flow plans designed for its users.
Human Interest
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Human Interest is a 401(k) provider that helps employees of small and medium-sized businesses save for retirement.
Personal Capital
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Personal Capital combines online financial tools with registered financial advisor expertise to enable people and grow their net worth.
Boast.AI
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Boast.AI is a tool designed to automate R&D tax credit-based financing for startups.
Franklin Templeton Investments
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Franklin Templeton Investments is a global investment firm that offers mutual funds for individuals and institutions.
UNest
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UNest is an app that makes it easier than ever for parents to invest and save for their kids’ future.
Lendtable
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Lendtable provides income-constrained individuals with wealth-building cash advances.
FarmTogether
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FarmTogether is a technology-enabled farmland investment platform that allows direct ownership of institutional quality farmland.
BrightPlan
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BrightPlan provides Total Financial Wellness for all employees by creating a plan to achieve their financial goals.
Harvest Savings & Wealth Technologies
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Harvest Savings & Wealth Technologies is a provider of integrated savings and wealth solutions for the financial industry.
United Capital
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United Capital is a wealth counseling company assisting clients achieve empowerment over their financial aspirations.
Alkanza
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Alkanza is a global B2B SaaS platform with AI & ML, providing financial institutions automated advisory products to better serve customers.
EQIS
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EQIS provides a comprehensive asset management platform that delivers sophisticated investment solutions for financial advisers.
MarketX
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MarketX is an online investment platform reinventing investing for >1b people in Asia.
Sootchy
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Sootchy is platform to help reduce the U.S household student debt. Providing a better future for our kids.
Aspiriant
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Aspiriant is an investment management company that specializes in investment management and wealth planning services.
CogniCor
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The Leading AI Digital Assistant Platform for Financial Services
LifeLine Financial Group
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LifeLine Financial Group is a multi-family wealth management office for influential athletes and entertainers.
Prumentum Group
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Prumentum Group is a wealth-tech company that makes financial wellness accessible to everyone, regardless of net worth.
Wedbush Securities
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Wedbush Securities is a company providing banking and investment services for any individual, institution, or issuing client.
AgentRisk – Superhuman Wealth Management
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Automated portfolio management & option strategies, all managed by A.I.
BaseVenture
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BaseVenture is an award-winning software company that develops solutions in the areas of financial reporting, data visualization, and more.
datavest
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Datavest provides you with the ability to turn your personal data into a personal asset and passive income.
RetireOne
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RetireOne is the leading, independent platform for fee-based insurance solutions.
Vinovest
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Fine wine consistently outperforms the S&P 500. Vinovest makes wine investment easy.
Clientwell
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Clientwell is a digital growth and lead generation platform for wealthtech, SaaS, and financial service companies.
TheBankCloud
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TheBankCloud offers digital banking, allowing banks and other financial institutions to deploy mobile technology in serving their customers.
True Capital Management
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True Capital Management is a multi-family office that offers business management and investment advisory services.
MyVest
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A financial technology pioneer, MyVest combines best practices in wealth management with with best-in-class technology.
Quicken
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Quicken is provides personal money management software, committed to helping individuals and families improve their financial lives.
Cetera Financial
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Cetera Financial Group is one of the nation’s largest privately-held, independent broker-dealer and investment adviser families.
simplifund
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Simplifying alternative investments. A data-driven diversification tool for wealth advisers.
Franklin Resources
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Franklin Resources is a global investment management organization known as Franklin Templeton Investments.
CapitalPro
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CapitalPro empowers financial advisors to expand their client reach by tearing down the time and cost constraints that limits their growth.
Mechanics Bank
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Mechanics Bank, established in 1905, is an independent, full service community bank based in Walnut Creek, California.
Bank of Marin
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Bank of Marin is the community and business bank in Marin County with 21 offices in Marin, San Francisco, Napa, Sonoma and Alameda.
Lyell
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Lyell renders investment management, financial planning, estate planning, equity advice and income tax planning services.
Prifina
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Prifina is building tools that empower individuals to get superior value from their data; and user-centric data tools for developers.
LawDepot
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LawDepot is the most advanced publisher of do-it-yourself legal documents.
Blockchange
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Blockchange is the digital asset investing platform for professional wealth managers.
Macroaxis
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Macroaxis is an online personalized investment management service providing software solutions for the financial services sector.
Structural
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Structural was founded by leaders in financial services and technology. Their approach to investment management is distinctly different
Abacus Wealth Partners
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Abacus Wealth Partners provides investment advisory services in the United States.
Robertson Stephens
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Our mission is to lead with our investment strategy and provide comprehensive solutions to our clients.
Zinvest
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Zinvest is a digital investment advisor helping people to simplify their investing using artificial intelligence.
HCR Wealth Advisors
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HCR is a wealth management firm dedicated to providing financial and investment strategies to their clients.
MarketRiders, Inc.
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MarketRiders is an online robo-advisor.
Camden Capital
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Camden Capital is an investment advisor that provides a holistic approach to wealth management, legacy planning and risk management.
TriLinc Global
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TriLinc Global is a private investment company that invests capital in small and mid-sized businesses in developing economies.
EnrichVideo
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EnrichVideo provides a solution for creating and sending personalized, interactive videos.
One Capital Management
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One Capital Management offers expertise in investment management and advanced wealth planning.
TRI-AD
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TRI-AD is a health and wealth solutions provider company.
Pacific Capital
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Wealth Mangement, Financial Planning, Investment Advisor
Halbert Hargrove
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Halbert Hargrove is a investment management and wealth advisory firm.
First Allied Securities
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First Allied Securities is a Consulting company.
Perigon Wealth Management
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Wealth Management and Something More
Rimrock Capital Management
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Rimrock capital management is an investment management company that manages funds.
Wealth Strategy Partners, LLC
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Wealth Strategy Partners is a financial services company providing macro planning, insurance, and asset growth services.
Epstein & White
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Epstein & White is a financial services firm that specializes in retirement planning through a variety of insurance and investment products.
Yankee Hill Capital Management
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Yankee Hill Capital is a private equity firm that offers deep operational and investment experience.
ExchangeRight
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ExchangeRight provides real estate investments that target secure capital, stable income, and strategic exits to protect and grow wealth.
Investment Placement Group
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Investment Placement Group provides result-based financial solutions for individuals, families, and institutional investors.
Bellwether Asset Management
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Bellwether Asset Management offers a range of services in accounting, consulting, asset/portfolio management and real estate advisory.
Impact Labs Inc.
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Empowering High Performance Wealth Mgt. with First-of-a-Kind Socially-Responsible Port-Generation Software. Socially-Selective℠ + Tax Smart
Ensemble Capital Management
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Ensemble Capital Management is a consulting firm that offers customized portfolio management and philanthropic solutions.
BakerAvenue
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BakerAvenue is a wealth management firm that specializes in retirement planning,eldercare,philanthropy and estate planning services.
HUNTER BARON
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HUNTER BARON is an investment banking firm committed to service in delivering corporate financial advisory services to businesses.
CBJ Global
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CBJ Global connects international markets, bridging the gap between machine intelligence and finance in the process.
Babylon Wealth Management
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Babylon Wealth Management provides wealth management and financial planning services.
JBG Wealth Management
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JBG Wealth Management provides information and enables consumers with sound advice to make the right financial decisions.
Constellation Wealth Advisors, LLC
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Constellation Wealth Advisors, LLC is a Financial Services company.
HearthStone
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HearthStone is a provider of investment management and financial planning services.
Alta Investment Group
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Alta Investment Group deals with financial planning and consulting, asset management, insurance and investment solutions in real estate.
Caerus Investment Advisors
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Caerus Investment Advisors is a fee only investment advisor that provides holistic wealth management solutions.
Reilly Financial Advisors
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Reilly Financial Advisors is a wealth management, investment management and relationship management company.
Polaris Wealth Advisory Group
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Polaris Wealth Advisory Group offers financial planning and strategic investment management.
Kaizen Accounting
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Kaizen Accounting is an accounting firm that offers accounting, business, consulting and a full range of taxation services.
rebrain.ai
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AI-powered Quantitative Trading firm in Crypto Markets.
Actualize Capital
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Actualize Capital utilizes AI and human expertise for analyzing risk adjustments for investment management opportunities.
Pacific Investment Consultants
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Pacific Investment Consultants is a platform that offers wealth management and retirement planning services.
WESPAC
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WESPAC is a consulting firm that provides wealth management, retirement and insurance services.
Team Hewins
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Team Hewins provides investment management and financial planning services.
Greenstein Rogoff Olsen & Co
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Greenstein Rogoff Olsen & Co specializes in taxation, estate/retirement planning, risk/wealth management and financial counseling services.
Corient Capital Partners
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Corient Capital Partners is a wealth management firm.
SEISMIC CENTER ASAR
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Seismic Center ASAR is a non-governmental organisation active in the field of research and development.
Warren Street Wealth Advisors
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Warren Street Wealth Advisors is a financial & retirement planning, investment management and wealth management firm.
NorthStar Systems International
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NorthStar Systems International provides wealth management software solutions to financial services institutions.
NewFocus Financial Group
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NewFocus Financial Group specializes in helping clients build, maintain and preserve wealth, and provides comprehensive financial services.
Stonehaven Financial Group
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Stonehaven Financial Group is a firm that consults in financial planning, risk management, asset and investment management.
Catalyst Private Wealth
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Catalyst Private Wealth is a wealth management and advisory firm for innovators and leaders in technology.
B. Riley Financial
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B.Riley Financial specializes in extending its services in the areas of advisory, wealth management, retail, wholesale and venture capital.
