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101 Best New York Based Wealth Management Startups and Companies 2021

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

Data sourced from Crunchbase and SemRush.

Citi

Citi

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Citigroup is a diversified financial services holding company that provides various financial products and services.

Yieldstreet

Yieldstreet

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Yieldstreet is a management platform that provides institutional investors with access to income-generating investment products.

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JP Morgan

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JP Morgan offers financial services, serving large multinationals, emerging companies, institutional investor, and individuals.

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NFP

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NFP is a insurance broker and consultant that cares deeply about their employees’ and clients’ well-being.

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Clarity Money

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Clarity Money empowers and saves you money with transformative financial organization, transparency and advocacy.

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Finhabits

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Finhabits is the leading fintech for U.S. Latinos.

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AdvisorEngine

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AdvisorEngine is a next-generation wealth management platform for investment advisors to help grow their business.

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Harness Wealth

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Harness Wealth provides insights, financial tools, and benchmarks as well as tax, financial, and legal advisers’ consultation.

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EQUITYMULTIPLE

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EquityMultiple is a platform that makes real estate investing simple, accessible, and transparent.

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ForwardLane

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ForwardLane is the essential insights platform used by financial professionals for personalized conversations

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Edquity

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Edquity offers a college financial planning app for high school and college students.

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Positivly

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The world’s first financial personality test, matching people to investments and advice.

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Carver Federal Savings Bank

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Carver Federal Savings Bank providing and building wealth for its customers and to creating sustainable communities.

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Openfolio

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Openfolio is a platform that leverages portfolio data from over 100,000 investors to help users invest better, together.

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Evans Bank

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Evans Bank is a one-bank holding company formed with Evan National Bank as its only subsidiary.

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Jefferies

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Jefferies provides research and execution services in equity, fixed income, and foreign exchange markets.

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AllianceBernstein

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AllianceBernstein is a publicly traded global asset management firm, with approximately $735 billion in assets under management at March

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Compound

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A global residential real estate investment platform.

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ALPHABETA

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Visual collaboration to bring together students, practitioners & consumers in financial markets through unique immersive user experiences

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Hedgeable

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Hedgeable is the only private wealth management platform for millennials.

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Artivest

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Artivest provides access at lower investment minimums to a select assortment of privately offered alternative investment funds.

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Silvercrest Asset Management Group

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Silvercrest Asset Management Group provides asset management and family office services to families and select institutional investors.

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COINCUBE

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We are re-envisioning the managed money model for the emerging Bitcoin and blockchain asset economy.

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Visible Wealth Management Inc.

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Visible Wealth Management is a next generation investment advisory business using the ALPHABETA technology platform.

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Arch

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Arch digitally manages private investment operations for investors and investment advisors.

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Ballooning Nest Eggs

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Patented & 1st monetary gifting platform for Millennial parents to corral friends & family to pitch in & grow their kids’ long-term wealth.

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Tradeweb

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Tradeweb Markets is a global marketplace for electronic fixed income.

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Bancnotes Wealth Management

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Investment Company for Blacks and Latinx

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IDB Bank

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IDB is a New York-based private and commercial global bank with $10 billion in assets and locations in the U.S., Latin America and Israel.

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ClosingBell

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Collaborative stock trading platform

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Silvur

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Silvur is a retirement planning app that helps baby boomers reach their retirement goals.

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Gold Bullion International

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GBI specializes in providing precious metals to individual investors and the wealth management industry.

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Morgan Stanley Venture Partners

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Morgan Stanley Venture Partners is a private equity firm that invests in high-growth companies in the technology and healthcare industries.

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LendIt

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The largest conference series dedicated to connecting the global fintech & lending communities.

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INSART

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INSART builds secure engineering teams for FinTech

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Castle Placement

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Castle Placement is an investment bank raising capital and arranging loans for companies from over 3,000 private equity investors/lenders.

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GuideVine

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GuideVine helps financial firms grow their client base & optimize marketing spend & mix, through conversion-focused SaaS platforms

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Fusion Acquisition Corp. II

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Fusion Acquisition Corp. II is a blank-check company formed to unlock shareholder value by identifying an acquisition target.

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Eko

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Transparent and simple impact investing

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Masttro

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Masttro is a Swiss financial technology company that provides wealth information solutions for high net worth families and family offices.

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The Solaris Group

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The Solaris Group is a wealth strategy, investment consulting & asset management firm.

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Alfy

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A Platform for Digital Banking Innovative banking applications built on a secure, compliant and highly available platform, integrates

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Wealth Management Systems

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WMSI is develop technology solutions to transform distribution and rollover processing for leading retirement and financial services firms.

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Cloud Equity Group

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An investment management company

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Edmund

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Edmund is an operator of an institutional-grade digital wealth custodian offering service to institutional investors and asset issuers.

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Silver Management Group, Inc

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Silver Management Group is an IT company that offers portfolio management and performance measurement services.

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Laidlaw & Company

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Investment boutique with over 170 years experience that is dedicated to providing a broad array of traditional and alternative investments

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Odyssey Financial Technologies

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Odyssey Financial Technologies is a global financial technology company specializing in front and middle-office software for the Private

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Glocap Search

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Glocap Search LLC, an executive search company, provides recruiting services for private equity, hedge funds, wealth management firms,

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Fortis Lux Financial

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Fortis Lux Financial is financial planning firm that offers wealth management solutions, protection, risk management services & more.

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Chilton Trust

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Chilton Trust provides wealth management and investment solutions.

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Achieve Wealth

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Wealth Management & Financial Services

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Klingenstein, Fields & Co

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Provide customized financial and investment counsel, delivered with integrity, trust and the utmost in personal service.

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A&E Real Estate Holdings

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A&E Real Estate Holdings is a management and ownership real estate company.

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RapidTax

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RapidTax online application takes the hassle out of filing a tax return! With RapidTax.

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Murdock Capital Partners

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Murdock Capital Partners banking firm that provides financial and business advisory services to small and medium-sized businesses.

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Holocene Advisors

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Holocene Advisors is an investment management firm offering financial services and wealth management.

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Cabot Lodge Securities

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Cabot Lodge Securities is a financial services firm that offers its clients with a range of investment solutions.

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Veris Wealth Partners

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Veris Wealth Partners is a pioneering wealth management firm & a recognized leader in sustainable and impact investing.

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Mueller Reports

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Mueller Services provides real estate valuation, risk assessment, business intelligence, and insurance services.

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Shufro Rose

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Shufro Rose is an independent wealth management firm that provides financial advice and creative solutions to individuals and families.

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Fisecal

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Instantaneous Financial Planning Ecosystem

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US National Credit Solutions

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US National Credit Solutions is a financial consultancy that offers solution to debt relief.

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NorthEast Community Bank

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NorthEast Community Bank (NECB) was founded in 1934 as a community bank.

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Monarch Business & Wealth Management

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Monarch Business & Wealth Management is a financial and life management firm that represents athletes, entertainers, and wealthy families.

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Reboot Investing

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Reboot Investing is an investment advisory company.

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American Capital Partners

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American Capital Partners offers securities brokerage services.

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Barrett Asset Management

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Barrett Asset Management provides investment advisory and wealth management services.

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ronoco

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Asset Intelligence Platform

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Horizon Financial

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Asset Management, Wealth Management

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Pioneer Wealth Partners

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Pioneer is dedicated to creating financial solutions that integrate client investment, tax, and lifestyle goals.

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Fielder Capital Group

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Fielder Capital Group offers investment advisory and asset management to institutional and individual investors.

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First Manhattan Co.

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First Manhattan Co. is an investment advisory and wealth planning firm.

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Ehrenkranz Partners

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Ehrenkranz Partners is a wealth management company that advises families of substantial means on all aspects of their financial lives.

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RiXtrema

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RiXtrema is a fiduciary database and analytics engine & financial planning software firm for advisors with retirement plans.

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Craft Capital Management

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Craft Capital Management incorporates real-world market intelligence and innovation through custom planning solutions.

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wealthbot.io

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Open Source Wealth Management Platform

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Pensio Inc.

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Retirement, simplified.

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Salt Financial

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Salt Financial develops data, index and ETF products to help traders and investors enhance, measure and customize their portfolios.

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Ducera Partners

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Ducera Partners is an investment banking advisory practice focused on providing trusted advice and innovative solutions to decision makers.

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QS Investors

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QS Investors provides asset management services to a diverse set of institutional clients.

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A.G. Morgan Financial Advisors

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A.G. Morgan Financial Advisors is a financial advisory firm that provides wealth management services.

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Karpus Investment Management

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Karpus Investment Management renders specialty management, tax fixed income and equity portfolio management.

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Decipher Finance

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Decipher orchestrates all of your investments with unbiased insights.

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American Diamond Mint

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American Diamond Mint, LLC is the manufacturer and distributor in the Americas of the Diamond Bullion, a revolutionary new asset.

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Praesidium

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Praesidium is an investment firm that provides strategies to manage wealth and enhance business growth for organizations.

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EFK

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EFK is an insurance company that offers a wide range of insurance underwriting, risk and asset management solutions to its clients.

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Namu

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Fintech startup improving financial wellness through simple yet comprehensive personal finance technologies.

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NestEgg Wealth

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NestEgg Wealth provides objective investment and financial planning advisory services.

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Bespoke Investment Group

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Bespoke Investment Group is a consulting firm that provides wealth management and strategies to promote financial growth for investors.

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UAS Asset Management

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UAS Asset Management is a impact investing and wealth management company located in New York.

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RGA Investment Advisors

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At RGA, we believe the financial industry should forge a trust between advisor and stakeholder.

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M. Griffith Investment Services Inc.

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M. Griffith, an independent and employee-owned investment firm.

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WZ

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WZ offer accounting solutions that include tax preparations, audits and business consulting services.

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Inverness Counsel

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Inverness Counsel is a wealth management firm that offers advice to its clients to meet both their short-term and long-term goals.

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Glazer Capital

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Glazer Capital is a registered investment advisory firm that specializes in financial planning and investment management.

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Affinity Group

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The Affinity Group, LLC is a premier wealth management firm

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The Doman Group

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The Doman Group is a private wealth management firm.

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Palladium Capital Group

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Palladium Capital Group provides banking services like investments in equity, real estate, hedge funds and corporate capitalizations.

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Independent Solutions

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Independent Solutions provides financial, wealth management and investment advisory services.

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Levin Capital Strategies

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Levin Capital Strategies is a financial planner and investment management advisory firm.

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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