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101 Best California Based Wealth Management Startups and Companies 2021

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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

SoFi

Crunchbase Website Twitter Facebook Linkedin

SoFi is a finance company that offers a range of lending and wealth management services.

Acorns

Acorns

Crunchbase Website Twitter Facebook Linkedin

Acorns is a finance company that allows individuals to round up purchases and automatically invest the change.

Acorns

Addepar

Crunchbase Website Twitter Facebook Linkedin

Addepar is a wealth management platform that provides tools for data analytics and portfolio visuals.

Acorns

Wealthfront

Crunchbase Website Twitter Facebook Linkedin

Wealthfront is a next-gen banking service that helps in managing the money for both the short term and long term.

Acorns

Secfi

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Secfi works with startup employees and founders to provide equity planning and stock option financing.

Acorns

The Beans

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The Beans offers a software application platform that creates personalized cash flow plans designed for its users.

Acorns

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.

Acorns

Personal Capital

Crunchbase Website Twitter Facebook Linkedin

Personal Capital combines online financial tools with registered financial advisor expertise to enable people and grow their net worth.

Acorns

Boast.AI

Crunchbase Website Twitter Facebook Linkedin

Boast.AI is a tool designed to automate R&D tax credit-based financing for startups.

Acorns

Franklin Templeton Investments

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Franklin Templeton Investments is a global investment firm that offers mutual funds for individuals and institutions.

Acorns

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.

Acorns

Lendtable

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Lendtable provides income-constrained individuals with wealth-building cash advances.

Acorns

FarmTogether

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FarmTogether is a technology-enabled farmland investment platform that allows direct ownership of institutional quality farmland.

Acorns

BrightPlan

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BrightPlan provides Total Financial Wellness for all employees by creating a plan to achieve their financial goals.

Acorns

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.

Acorns

United Capital

Crunchbase Website Twitter Facebook Linkedin

United Capital is a wealth counseling company assisting clients achieve empowerment over their financial aspirations.

Acorns

Alkanza

Crunchbase Website Twitter Facebook Linkedin

Alkanza is a global B2B SaaS platform with AI & ML, providing financial institutions automated advisory products to better serve customers.

Acorns

EQIS

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EQIS provides a comprehensive asset management platform that delivers sophisticated investment solutions for financial advisers.

Acorns

MarketX

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MarketX is an online investment platform reinventing investing for >1b people in Asia.

Acorns

Sootchy

Crunchbase Website Twitter Facebook Linkedin

Sootchy is platform to help reduce the U.S household student debt. Providing a better future for our kids.

Acorns

Aspiriant

Crunchbase Website Twitter Facebook Linkedin

Aspiriant is an investment management company that specializes in investment management and wealth planning services.

Acorns

CogniCor

Crunchbase Website Twitter Facebook Linkedin

The Leading AI Digital Assistant Platform for Financial Services

Acorns

LifeLine Financial Group

Crunchbase Website Twitter Facebook Linkedin

LifeLine Financial Group is a multi-family wealth management office for influential athletes and entertainers.

Acorns

Prumentum Group

Crunchbase Website Twitter Facebook Linkedin

Prumentum Group is a wealth-tech company that makes financial wellness accessible to everyone, regardless of net worth.

Acorns

Wedbush Securities

Crunchbase Website Twitter Facebook Linkedin

Wedbush Securities is a company providing banking and investment services for any individual, institution, or issuing client.

Acorns

AgentRisk – Superhuman Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Automated portfolio management & option strategies, all managed by A.I.

Acorns

BaseVenture

Crunchbase Website Twitter Facebook Linkedin

BaseVenture is an award-winning software company that develops solutions in the areas of financial reporting, data visualization, and more.

Acorns

datavest

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Datavest provides you with the ability to turn your personal data into a personal asset and passive income.

Acorns

RetireOne

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RetireOne is the leading, independent platform for fee-based insurance solutions.

Acorns

Vinovest

Crunchbase Website Twitter Facebook Linkedin

Fine wine consistently outperforms the S&P 500. Vinovest makes wine investment easy.

Acorns

Clientwell

Crunchbase Website Twitter Facebook Linkedin

Clientwell is a digital growth and lead generation platform for wealthtech, SaaS, and financial service companies.

Acorns

TheBankCloud

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TheBankCloud offers digital banking, allowing banks and other financial institutions to deploy mobile technology in serving their customers.

Acorns

True Capital Management

Crunchbase Website Twitter Facebook Linkedin

True Capital Management is a multi-family office that offers business management and investment advisory services.

Acorns

MyVest

Crunchbase Website Twitter Facebook Linkedin

A financial technology pioneer, MyVest combines best practices in wealth management with with best-in-class technology.

Acorns

Quicken

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Quicken is provides personal money management software, committed to helping individuals and families improve their financial lives.

Acorns

Cetera Financial

Crunchbase Website Twitter Facebook Linkedin

Cetera Financial Group is one of the nation’s largest privately-held, independent broker-dealer and investment adviser families.

Acorns

simplifund

Crunchbase Website Twitter Facebook Linkedin

Simplifying alternative investments. A data-driven diversification tool for wealth advisers.

Acorns

Franklin Resources

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Franklin Resources is a global investment management organization known as Franklin Templeton Investments.

Acorns

CapitalPro

Crunchbase Website Twitter Facebook Linkedin

CapitalPro empowers financial advisors to expand their client reach by tearing down the time and cost constraints that limits their growth.

Acorns

Mechanics Bank

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Mechanics Bank, established in 1905, is an independent, full service community bank based in Walnut Creek, California.

Acorns

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.

Acorns

Lyell

Crunchbase Website Twitter Facebook Linkedin

Lyell renders investment management, financial planning, estate planning, equity advice and income tax planning services.

Acorns

Prifina

Crunchbase Website Twitter Facebook Linkedin

Prifina is building tools that empower individuals to get superior value from their data; and user-centric data tools for developers.

Acorns

LawDepot

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LawDepot is the most advanced publisher of do-it-yourself legal documents.

Acorns

Blockchange

Crunchbase Website Twitter Facebook Linkedin

Blockchange is the digital asset investing platform for professional wealth managers.

Acorns

Macroaxis

Crunchbase Website Twitter Facebook Linkedin

Macroaxis is an online personalized investment management service providing software solutions for the financial services sector.

Acorns

Structural

Crunchbase Website Twitter Facebook Linkedin

Structural was founded by leaders in financial services and technology. Their approach to investment management is distinctly different

Acorns

Abacus Wealth Partners

Crunchbase Website Twitter Facebook Linkedin

Abacus Wealth Partners provides investment advisory services in the United States.

Acorns

Robertson Stephens

Crunchbase Website Twitter Facebook Linkedin

Our mission is to lead with our investment strategy and provide comprehensive solutions to our clients.

Acorns

Zinvest

Crunchbase Website Twitter Facebook Linkedin

Zinvest is a digital investment advisor helping people to simplify their investing using artificial intelligence.

Acorns

HCR Wealth Advisors

Crunchbase Website Twitter Facebook Linkedin

HCR is a wealth management firm dedicated to providing financial and investment strategies to their clients.

Acorns

MarketRiders, Inc.

Crunchbase Website Twitter Facebook Linkedin

MarketRiders is an online robo-advisor.

Acorns

Camden Capital

Crunchbase Website Twitter Facebook Linkedin

Camden Capital is an investment advisor that provides a holistic approach to wealth management, legacy planning and risk management.

Acorns

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.

Acorns

EnrichVideo

Crunchbase Website Twitter Facebook Linkedin

EnrichVideo provides a solution for creating and sending personalized, interactive videos.

Acorns

One Capital Management

Crunchbase Website Twitter Facebook Linkedin

One Capital Management offers expertise in investment management and advanced wealth planning.

Acorns

TRI-AD

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TRI-AD is a health and wealth solutions provider company.

Acorns

Pacific Capital

Crunchbase Website Twitter Facebook Linkedin

Wealth Mangement, Financial Planning, Investment Advisor

Acorns

Halbert Hargrove

Crunchbase Website Twitter Facebook Linkedin

Halbert Hargrove is a investment management and wealth advisory firm.

Acorns

First Allied Securities

Crunchbase Website Twitter Facebook Linkedin

First Allied Securities is a Consulting company.

Acorns

Perigon Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Wealth Management and Something More

Acorns

Rimrock Capital Management

Crunchbase Website Twitter Facebook Linkedin

Rimrock capital management is an investment management company that manages funds.

Acorns

Wealth Strategy Partners, LLC

Crunchbase Website Twitter Facebook Linkedin

Wealth Strategy Partners is a financial services company providing macro planning, insurance, and asset growth services.

Acorns

Capitect

Crunchbase Website Twitter Facebook Linkedin

Mass personalization for wealth managers

Acorns

Epstein & White

Crunchbase Website Twitter Facebook Linkedin

Epstein & White is a financial services firm that specializes in retirement planning through a variety of insurance and investment products.

Acorns

Yankee Hill Capital Management

Crunchbase Website Twitter Facebook Linkedin

Yankee Hill Capital is a private equity firm that offers deep operational and investment experience.

Acorns

Kwanti

Crunchbase Website Twitter Facebook Linkedin

Portfolio analytics for financial advisors

Acorns

LourdMurray

Crunchbase Website Twitter Facebook Linkedin

LourdMurray is a wealth management group.

Acorns

ExchangeRight

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ExchangeRight provides real estate investments that target secure capital, stable income, and strategic exits to protect and grow wealth.

Acorns

Investment Placement Group

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Investment Placement Group provides result-based financial solutions for individuals, families, and institutional investors.

Acorns

Bellwether Asset Management

Crunchbase Website Twitter Facebook Linkedin

Bellwether Asset Management offers a range of services in accounting, consulting, asset/portfolio management and real estate advisory.

Acorns

Impact Labs Inc.

Crunchbase Website Twitter Facebook Linkedin

Empowering High Performance Wealth Mgt. with First-of-a-Kind Socially-Responsible Port-Generation Software. Socially-Selective℠ + Tax Smart

Acorns

Ensemble Capital Management

Crunchbase Website Twitter Facebook Linkedin

Ensemble Capital Management is a consulting firm that offers customized portfolio management and philanthropic solutions.

Acorns

Finaplex, Inc.

Crunchbase Website Twitter Facebook Linkedin

E-commerce software maker.

Acorns

BakerAvenue

Crunchbase Website Twitter Facebook Linkedin

BakerAvenue is a wealth management firm that specializes in retirement planning,eldercare,philanthropy and estate planning services.

Acorns

HUNTER BARON

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HUNTER BARON is an investment banking firm committed to service in delivering corporate financial advisory services to businesses.

Acorns

CBJ Global

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CBJ Global connects international markets, bridging the gap between machine intelligence and finance in the process.

Acorns

Babylon Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Babylon Wealth Management provides wealth management and financial planning services.

Acorns

JBG Wealth Management

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JBG Wealth Management provides information and enables consumers with sound advice to make the right financial decisions.

Acorns

Constellation Wealth Advisors, LLC

Crunchbase Website Twitter Facebook Linkedin

Constellation Wealth Advisors, LLC is a Financial Services company.

Acorns

HearthStone

Crunchbase Website Twitter Facebook Linkedin

HearthStone is a provider of investment management and financial planning services.

Acorns

Alta Investment Group

Crunchbase Website Twitter Facebook Linkedin

Alta Investment Group deals with financial planning and consulting, asset management, insurance and investment solutions in real estate.

Acorns

Caerus Investment Advisors

Crunchbase Website Twitter Facebook Linkedin

Caerus Investment Advisors is a fee only investment advisor that provides holistic wealth management solutions.

Acorns

Rise Capital

Crunchbase Website Twitter Facebook Linkedin

Blockchain & Cryptoasset Investment Firm

Acorns

Reilly Financial Advisors

Crunchbase Website Twitter Facebook Linkedin

Reilly Financial Advisors is a wealth management, investment management and relationship management company.

Acorns

Polaris Wealth Advisory Group

Crunchbase Website Twitter Facebook Linkedin

Polaris Wealth Advisory Group offers financial planning and strategic investment management.

Acorns

Kaizen Accounting

Crunchbase Website Twitter Facebook Linkedin

Kaizen Accounting is an accounting firm that offers accounting, business, consulting and a full range of taxation services.

Acorns

rebrain.ai

Crunchbase Website Twitter Facebook Linkedin

AI-powered Quantitative Trading firm in Crypto Markets.

Acorns

Actualize Capital

Crunchbase Website Twitter Facebook Linkedin

Actualize Capital utilizes AI and human expertise for analyzing risk adjustments for investment management opportunities.

Acorns

Pacific Investment Consultants

Crunchbase Website Twitter Facebook Linkedin

Pacific Investment Consultants is a platform that offers wealth management and retirement planning services.

Acorns

WESPAC

Crunchbase Website Twitter Facebook Linkedin

WESPAC is a consulting firm that provides wealth management, retirement and insurance services.

Acorns

Team Hewins

Crunchbase Website Twitter Facebook Linkedin

Team Hewins provides investment management and financial planning services.

Acorns

Greenstein Rogoff Olsen & Co

Crunchbase Website Twitter Facebook Linkedin

Greenstein Rogoff Olsen & Co specializes in taxation, estate/retirement planning, risk/wealth management and financial counseling services.

Acorns

Corient Capital Partners

Crunchbase Website Twitter Facebook Linkedin

Corient Capital Partners is a wealth management firm.

Acorns

SEISMIC CENTER ASAR

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Seismic Center ASAR is a non-governmental organisation active in the field of research and development.

Acorns

Warren Street Wealth Advisors

Crunchbase Website Twitter Facebook Linkedin

Warren Street Wealth Advisors is a financial & retirement planning, investment management and wealth management firm.

Acorns

NorthStar Systems International

Crunchbase Website Twitter Facebook Linkedin

NorthStar Systems International provides wealth management software solutions to financial services institutions.

Acorns

NewFocus Financial Group

Crunchbase Website Twitter Facebook Linkedin

NewFocus Financial Group specializes in helping clients build, maintain and preserve wealth, and provides comprehensive financial services.

Acorns

Stonehaven Financial Group

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Stonehaven Financial Group is a firm that consults in financial planning, risk management, asset and investment management.

Acorns

Catalyst Private Wealth

Crunchbase Website Twitter Facebook Linkedin

Catalyst Private Wealth is a wealth management and advisory firm for innovators and leaders in technology.

Acorns

B. Riley Financial

Crunchbase Website Twitter Facebook Linkedin

B.Riley Financial specializes in extending its services in the areas of advisory, wealth management, retail, wholesale and venture capital.

Written by Tenner Smith

Tenner Smith - I have experience in financial intelligence and automated intelligence. In industry I have worked on artificial intelligence and machine learning. Tenner Smith is a reporter at DF media.

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