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101 Best Illinois Based Wealth Management Startups and Companies 2021

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This article showcases our top picks for the best Illinois 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 Illinois Wealth Management Startups

Data sourced from Crunchbase and SemRush.

Envestnet

Envestnet

Crunchbase Website Twitter Facebook Linkedin

Envestnet is a provider of technology-enabled investment and practice management solutions to financial advisors.

HighTower Advisors

HighTower Advisors

Crunchbase Website Twitter Facebook Linkedin

HighTower is a financial services company providing solutions for high-net-worth and institutional clients.

HighTower Advisors

Citadel

Crunchbase Website Twitter Facebook Linkedin

Citadel is a financial services company offering a comprehensive range of wealth management services to individuals.

HighTower Advisors

M1 Finance

Crunchbase Website Twitter Facebook Linkedin

M1 Finance provides a free platform to enable people to manage and grow their money with control and automation.

HighTower Advisors

First Mid-Illinois Bank & Trust

Crunchbase Website Twitter Facebook Linkedin

First Mid-Illinois Bank & Trust is a financial services company.

HighTower Advisors

Midland States Bank

Crunchbase Website Twitter Facebook Linkedin

Midland States Bank is a community-based financial holding company offering a full range of banking services and products.

HighTower Advisors

MB Financial

Crunchbase Website Twitter Facebook Linkedin

MB Financial was founded in 1911

HighTower Advisors

Northern Trust

Crunchbase Website Twitter Facebook Linkedin

Northern Trust is a global leader in delivering innovative investment management, asset and fund administration, fiduciary and banking.

HighTower Advisors

Ziegler

Crunchbase Website Twitter Facebook Linkedin

Ziegler is a full-service, specialty investment firm and broker-dealer. We provide investment banking, sales & trading.

HighTower Advisors

Wintrust Financial

Crunchbase Website Twitter Facebook Linkedin

Wintrust offers the products and technology of the big banks but pairs it with exceptional service.

HighTower Advisors

Oranj

Crunchbase Website Twitter Facebook Linkedin

Oranj provides wealth managers with digital advice tools to enhance the client experience and connect with and convert more prospects.

HighTower Advisors

LaSalle Investment Management

Crunchbase Website Twitter Facebook Linkedin

LaSalle Investment Management operates as a global real estate investment manager.

HighTower Advisors

GeoWealth, LLC

Crunchbase Website Twitter Facebook Linkedin

GeoWealth is an end-to-end technology platform and turnkey model marketplace.

HighTower Advisors

Genivity

Crunchbase Website Twitter Facebook Linkedin

Genivity is a platform that tracks and predicts family health risks to help financial advisors better serve their clients.

HighTower Advisors

Segall Bryant & Hamill

Crunchbase Website Twitter Facebook Linkedin

Segall Bryant & Hamill is an independent, employee-owned partnership located in Chicago, Illinois.

HighTower Advisors

David A. Noyes & Co

Crunchbase Website Twitter Facebook Linkedin

They specialize in building long-term plans for wealth management with carefully constructed portfolios based on meaningful conversations.

HighTower Advisors

Family Office Exchange

Crunchbase Website Twitter Facebook Linkedin

FOX is a membership-based advisory firm that provides research, education, and advice to 500+ members in 22 countries.

HighTower Advisors

Global Brass and Copper Holdings

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Global Brass and Copper Holdings is wholly-owned principal operating subsidiary.

HighTower Advisors

Romano

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Romano provides retirement planning, cash management, brokerage, wealth management, trust and financial planning services.

HighTower Advisors

BondWave

Crunchbase Website Twitter Facebook Linkedin

BondWave deals with financial services in investment & fixed income management with tools in a proposal, TCA, trade opportunity & analytics.

HighTower Advisors

Arete Wealth

Crunchbase Website Twitter Facebook Linkedin

Arete Wealth is a full-service Broker-Dealer (BD), Registered Investment Advisor (RIA) and Insurance firm.

HighTower Advisors

OFS Capital Corporation

Crunchbase Website Twitter Facebook Linkedin

OFS Capital Corporation (NASDAQ: OFS) is a business development company

HighTower Advisors

Duff & Phelps Investment Management

Crunchbase Website Twitter Facebook Linkedin

Duff & Phelps Investment Management is a financial advisory firm that delivers investment management services to institutions.

HighTower Advisors

QCR Holdings

Crunchbase Website Twitter Facebook Linkedin

QCR Holdings, Inc. will be the premier provider of financial services to businesses and individuals for whom relationships matter

HighTower Advisors

Savant Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Savant Wealth Management specializes in investment, financial planning, accounting, retirement plans and consultation.

HighTower Advisors

Porte Brown LLC

Crunchbase Website Twitter Facebook Linkedin

Porte Brown LLC is a full service accounting and consulting firm headquartered in the Chicago suburb of Elk Grove Village, Illinois.

HighTower Advisors

Fates, Bodily & Parker

Crunchbase Website Twitter Facebook Linkedin

Fates, Bodily & Parker is an accounting firm that provides Tax Planning and Attestation services, Wealth Management, and IRS assistance.

HighTower Advisors

GCG

Crunchbase Website Twitter Facebook Linkedin

GCG is a boutique consulting firm

HighTower Advisors

Forum

Crunchbase Website Twitter Facebook Linkedin

Forum provides portfolio management, retirement, estate and tax planning, insurance analysis and financial management services.

HighTower Advisors

RT Tax

Crunchbase Website Twitter Facebook Linkedin

RT Tax is a financial firm that assists in income tax refunds for people in foreign countries.

HighTower Advisors

Trust Company of Illinois

Crunchbase Website Twitter Facebook Linkedin

TC Wealth Partners is a Chicago area wealth management firm with expertise in financial planning, trust services, and retirement plans.

HighTower Advisors

Schoen Financial Advisors

Crunchbase Website Twitter Facebook Linkedin

Schoen Financial Advisors offers wealth management, risk protection, planning assistance , and investment, tax planning and preparation.

HighTower Advisors

Vivaldi Capital Management

Crunchbase Website Twitter Facebook Linkedin

Vivaldi Capital Management is a wealth and investment management firm.

HighTower Advisors

Mid-Continent Capital

Crunchbase Website Twitter Facebook Linkedin

Mid-Continent Capital is an investment consulting firm that specializes in the management of equity and fixed income portfolios.

HighTower Advisors

Kovitz

Crunchbase Website Twitter Facebook Linkedin

Kovitz provides a range of asset management and financial advisory strategies to individuals, institutions and financial professionals.

HighTower Advisors

Investment Planners

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Investment Planners operates as a broker-dealer that specializes in wealth management, advice and financial services.

HighTower Advisors

MidAmerica National Bank

Crunchbase Website Twitter Facebook Linkedin

MidAmerica National Bank is a full-service community bank specializing in personal banking, finance, mortgages, loans and wealth management.

HighTower Advisors

Wealthsite

Crunchbase Website Twitter Facebook Linkedin

Wealthsite provides wealth management, advice, consulting, investment and financial services.

HighTower Advisors

LaSalle Street Corporation

Crunchbase Website Twitter Facebook Linkedin

A description for LaSalle Street Corporation is coming soon.

HighTower Advisors

Left Brain Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Left Brain Wealth Management provides strategic wealth planning, financial advice as well as support and training.

HighTower Advisors

Chicago Partners Wealth Advisor

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Chicago Partners Wealth Advisor provides investment management, financial planning, tax support and private banking services to businesses.

HighTower Advisors

Geiger Wealth

Crunchbase Website Twitter Facebook Linkedin

Geiger Wealth is a full-service wealth management service provider company.

HighTower Advisors

Altair Advisers

Crunchbase Website Twitter Facebook Linkedin

Altair Advisers specializes in investment management, financial planning, wealth management and client education services.

HighTower Advisors

John R. Waters & Company

Crunchbase Website Twitter Facebook Linkedin

John R. Waters & Company is an accounting firm that deals with corporate tax, business consultancy and wealth management.

HighTower Advisors

Coyle Financial Counsel

Crunchbase Website Twitter Facebook Linkedin

Coyle Financial Counsel helps families in wealth management, life insurance, money management, reduce income and estate taxes.

HighTower Advisors

Pekin Hardy Strauss Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Pekin Hardy Strauss Wealth Management is a leading independent investment adviser that offers wealth management services.

HighTower Advisors

Byron Bank

Crunchbase Website Twitter Facebook Linkedin

Byron Bank offers a full range of banking services like wealth management, personal, mortgage loan, credit card, online banking and lending.

HighTower Advisors

Zabana Technologies

Crunchbase Website Twitter Facebook Linkedin

A FinTech development firm that incubates and monetizes cutting-edge, analytics-intense solutions for the financial sector

HighTower Advisors

Mendel Money Management

Crunchbase Website Twitter Facebook Linkedin

Mendel Money Management engages in wealth management and financial planning services.

HighTower Advisors

Brookstone Capital Management

Crunchbase Website Twitter Facebook Linkedin

Brookstone Capital Management specializes in providing financial services in portfolios, asset management and investment advisory services.

HighTower Advisors

Harrison and Held

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Harrison & Held is an independent boutique firm that provides exceptional service and value to our clients by focusing on core strengths.

HighTower Advisors

Bank of Gibson City

Crunchbase Website Twitter Facebook Linkedin

Bank of Gibson City offers online banking, loans, investment and other financial services.

HighTower Advisors

Aegea Capital

Crunchbase Website Twitter Facebook Linkedin

Aegea Capital offers intuitive solutions to gain sustainable performance & stringent risk management in the alternative investment industry.

HighTower Advisors

South Loop CPA

Crunchbase Website Twitter Facebook Linkedin

South Loop CPA is a boutique Certified Public Accounting firm that provides personalized accounting, tax, and wealth management services.

HighTower Advisors

NetworthShare

Crunchbase Website Twitter Facebook Linkedin

NetworthShare helps you calculate net worth, track it online, compare it to others & see where you stack up.

HighTower Advisors

Goodfield State Bank

Crunchbase Website Twitter Facebook Linkedin

Goodfield State Bank is a full-service bank that offers financial and wealth management services.

HighTower Advisors

BPA Financial Advisors

Crunchbase Website Twitter Facebook Linkedin

BPA Financial Advisors offers asset management, insurance, financial, and retirement planning services.

HighTower Advisors

Alberts Wealth Advisors LLC

Crunchbase Website Twitter Facebook Linkedin

Alberts Wealth Advisors LLC is a Wealth advisory firm that provides various types of financial services to their clients.

HighTower Advisors

Total Clarity Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Total Clarity Wealth Management engages in investment management advisory, financial, estate, business, 401K & retirement planning services.

HighTower Advisors

New Orchard Capital

Crunchbase Website Twitter Facebook Linkedin

New Orchard Capital provides investment management, business development, due diligence and consulting services.

HighTower Advisors

New Vernon Wealth Management

Crunchbase Website Twitter Facebook Linkedin

New Vernon Wealth Management provides investment advice and wealth management services.

HighTower Advisors

Tetley Investments

Crunchbase Website Twitter Facebook Linkedin

Tetley Investments is a full-service, independent financial advisory firm that only answers to you, making investments interesting.

HighTower Advisors

DeMarco Sciaccotta Wilkens & Dunleavy

Crunchbase Website Twitter Facebook Linkedin

DeMarco Sciaccotta Wilkens & Dunleavy is an accounting and advisory company that offers financial, consulting & wealth management services.

HighTower Advisors

P&L Investments

Crunchbase Website Twitter Facebook Linkedin

P&L Investments provides accounting, financial management and investment solutions to its customers.

HighTower Advisors

Paulson Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Paulson Wealth Management is a registered investment advisory firm that specializes in providing investment management.

HighTower Advisors

Rappaport Reiches Capital Management

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Rappaport Reiches Capital Management offers wealth management, private banking and estate planning services.

HighTower Advisors

The Family Wealth Alliance

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The Family Wealth Alliance connects the multifamily wealth community.

HighTower Advisors

The Pinnacle Planning Group

Crunchbase Website Twitter Facebook Linkedin

The Pinnacle Planning Group renders financial planning, retirement planning, insurance and financial services.

HighTower Advisors

Fisher National Bank

Crunchbase Website Twitter Facebook Linkedin

Fisher National Bank provides banking, wealth management and financial services.

HighTower Advisors

Monere Investments

Crunchbase Website Twitter Facebook Linkedin

Monere Investments delivers financial services such as investments, wealth management and financial planning.

HighTower Advisors

Frank J Baker

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Frank J Baker is a firm that offers a range of services such as tax, accounting, auditing and consulting to its clients.

HighTower Advisors

IHT Wealth Management

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IHT Wealth Management provides highly individualized client service and focuses on offering financial solutions.

HighTower Advisors

Cutrara & Company

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Cutrara & Company provides financial reporting, internal auditing, tax preparation, wealth planning, accounting and consulting services.

HighTower Advisors

Wealth Strategist Partners

Crunchbase Website Twitter Facebook Linkedin

Wealth Strategist Partners provides investment and wealth management advisory services to families and individuals.

HighTower Advisors

72 Financial

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72 Financial offers strategy, accounting, financial planning, asset management, retirement advice and consulting services.

HighTower Advisors

The Clay City Banking Company

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The Clay City Banking Company offers a wide range of banking and financial services to its commercial and personal customers.

HighTower Advisors

Miramar Capital

Crunchbase Website Twitter Facebook Linkedin

Miramar Capital is an investment advisory firm that provides portfolio management, financial solution and wealth planning services.

HighTower Advisors

XLazz

Crunchbase Website Twitter Facebook Linkedin

XLazz is developing and selling 3D watch and VR,AR wearable glass.

HighTower Advisors

Capstone Financial Advisors

Crunchbase Website Twitter Facebook Linkedin

Capstone Financial Advisors is a customized financial planning and wealth management company.

HighTower Advisors

bosiDNA

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BOSI Inc, an online platform, serving the global business community with tools and insight to build strategy and high-performance teams.

HighTower Advisors

Upper Valley Financial Consulting

Crunchbase Website Twitter Facebook Linkedin

Upper Valley Financial Consulting specializes in corporate financial management advice and counseling.

HighTower Advisors

Old Plank Trail Community Bank

Crunchbase Website Twitter Facebook Linkedin

Old Plank Trail Community Bank offers financial services, banking, mortgages and wealth management.

HighTower Advisors

Zimmerman Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Zimmerman Wealth Management provides superior expertise in comprehensive financial planning and investment management.

HighTower Advisors

Quantum Capital Investments

Crunchbase Website Twitter Facebook Linkedin

Quantum Capital Investments is a consulting firm that provides financial and wealth management services.

HighTower Advisors

Aaron Wealth Advisors

Crunchbase Website Twitter Facebook Linkedin

We are a registered independent advisory firm dedicated to helping individuals, families, and family offices manage their wealth.

HighTower Advisors

State Bank of Bement

Crunchbase Website Twitter Facebook Linkedin

State Bank of Bement provides personal banking, mortgage, investment, loans and other services.

HighTower Advisors

Jersey State Bank

Crunchbase Website Twitter Facebook Linkedin

Jersey State Bank offers wealth management, personal and commercial banking services.

HighTower Advisors

Chesley, Taft & Associates

Crunchbase Website Twitter Facebook Linkedin

Chesley, Taft & Associates is an investment management firm that offers retirement plans, portfolio management and financial services.

HighTower Advisors

Lowery Asset Consulting

Crunchbase Website Twitter Facebook Linkedin

Lowery Asset Consulting provides services in investment & wealth management, retirement benefits and consulting.

HighTower Advisors

Rozovics Group

Crunchbase Website Twitter Facebook Linkedin

Rozovics Group provides strategic planning, taxation, wealth management and business accounting services to individuals and businesses.

HighTower Advisors

Clear Financial Strategies

Crunchbase Website Twitter Facebook Linkedin

Clear Financial Strategies offers wealth management, retirement planning, estate planning, and charitable planning services.

HighTower Advisors

Equity Armor Investments

Crunchbase Website Twitter Facebook Linkedin

Equity Armor Investments provides investment strategies along with wealth management advisory services for retail & financial institutions.

HighTower Advisors

MPI Wealth Management

Crunchbase Website Twitter Facebook Linkedin

MPI Wealth Management is an investment advisory firm that specializes in asset management, wealth management and financial planning.

HighTower Advisors

First State Bank of Bloomington

Crunchbase Website Twitter Facebook Linkedin

First State Bank of Bloomington is a financial institution that offers banking, loan and wealth management services.

HighTower Advisors

Fiduciary Financial Partners

Crunchbase Website Twitter Facebook Linkedin

Fiduciary Financial Partners is a wealth management and financial consulting firm.

HighTower Advisors

InterOcean Capital

Crunchbase Website Twitter Facebook Linkedin

InterOcean Capital is a wealth management firm that enhances portfolio efficiency and stays committed to financial plans during the crisis.

HighTower Advisors

State Bank of Toulon

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State Bank of Toulon offers loans, retirement planning, credit cards, leasing, wealth management, saving accounts & online banking services.

HighTower Advisors

Hinsdale Associates

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Hinsdale Associates offers retirement planning, investment, wealth management, pension, fixed income, and insurance services.

HighTower Advisors

Clune & Associates

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Clune & Associates is providing wealth management services to individuals, families, and small institutions.

HighTower Advisors

First State Bank

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First State Bank offers mobile payment, commercial lending and wealth management services.

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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