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101 Best United States Based Wealth Management Startups and Companies 2021

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This article showcases our top picks for the best United States 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 United States 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.

SoFi

SoFi

Crunchbase Website Twitter Facebook Linkedin

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

SoFi

Acorns

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

SoFi

Yieldstreet

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

SoFi

Addepar

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

SoFi

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.

SoFi

Secfi

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

SoFi

The Beans

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

SoFi

Catch

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Catch creates a new personal safety net that is accessible, affordable, and effective.

SoFi

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.

SoFi

JP Morgan

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

SoFi

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.

SoFi

Boast.AI

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

SoFi

NFP

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

SoFi

Envestnet

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

SoFi

Wealth Enhancement Group

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wealth Enhancement Group offering comprehensive and customized financial planning and investment management services.

SoFi

Franklin Templeton Investments

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

SoFi

Casa

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Casa helps consumers and companies securely store cryptocurrencies and manage private keys.

SoFi

Covr Financial Technologies

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Multi-carrier, digital life insurance platform that is white-labeled and distributed through financial institutions

SoFi

Facet Wealth

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Facet Wealth is a provider of financial and wealth management services used to simplify the financial planning process.

SoFi

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.

SoFi

Lendtable

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

SoFi

Atlantic Capital Bank

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Atlantic Capital Bank is a commercial bank that offers loan services for small and medium businesses.

SoFi

FarmTogether

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

SoFi

CAPTRUST

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CAPTRUST Financial Advisors offers wealth management and retirement plan consulting services to individuals.

SoFi

BrightPlan

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

SoFi

Clarity Money

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

SoFi

MVB Bank

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MVB Bank provides financial services to individuals and corporate clients in the Mid-Atlantic region.

SoFi

ETON Solutions

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ETON Solutions is a third-generation wealth management technology firm for the family office and multi-family office market.

SoFi

HighTower Advisors

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

SoFi

First Citizens Bank

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First Citizens Bank provides banking services, essential business and professional services, wealth management capabilities, and more.

SoFi

Citadel

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

SoFi

Finhabits

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

SoFi

Envel

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Envel is a next-generation mobile banking platform that allows users to have control over their finances in real-time.

SoFi

AdvisorEngine

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

SoFi

Harness Wealth

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

SoFi

55ip

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55ip is a tax-smart investment strategy engine used by financial advisors to dramatically improve their efficiency and effectiveness.

SoFi

EQUITYMULTIPLE

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

SoFi

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.

SoFi

ForwardLane

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

SoFi

Edquity

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

SoFi

M1 Finance

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

SoFi

Business First Bank

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Business First Bank a suite of banking solutions, including personal and commercial banking, treasury management, and wealth solutions.

SoFi

Cadence Bancorp

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Cadence Bancorp provides banking services.

SoFi

Liveoak Technologies

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Liveoak is a computer software company that specializes in cloud-based platform.

SoFi

United Capital

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

SoFi

RAGE Frameworks

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RAGE Frameworks is a knowledge-based automation technology and services.

SoFi

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.

SoFi

Tribevest

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Tribevest is OS & banking platform for Investor Groups

SoFi

EQIS

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

SoFi

YieldX

Crunchbase Website Twitter Facebook Linkedin

YieldX introduces a fixed income investing with an end-to-end digital platform that powers personalization at scale.

SoFi

Positivly

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

SoFi

Indyfin

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Indyfin empowers independent Financial Advisors to compete and win in a new era of wealth management

SoFi

Carver Federal Savings Bank

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

SoFi

First Western Financial

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First Western Financial is a wealth management and private banking institution.

SoFi

MarketX

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

SoFi

Openfolio

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

SoFi

Par8o

Crunchbase Website Twitter Facebook Linkedin

The current healthcare crisis is a uniquely American challenge and ultimately will be solved with a uniquely American solution.

SoFi

First Mid-Illinois Bank & Trust

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

SoFi

Evans Bank

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

SoFi

Jefferies

Crunchbase Website Twitter Facebook Linkedin

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

SoFi

Sootchy

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

SoFi

AllianceBernstein

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

SoFi

Linkwell Health

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Linkwell Health, a consumer engagement company, promotes health by combining health plans, better-for-you brands, drugstores and retailers.

SoFi

Aspiriant

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

SoFi

Midland States Bank

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

SoFi

MB Financial

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MB Financial was founded in 1911

SoFi

LifeYield

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LifeYield is a software company that helps forward-thinking financial firms, advisors, and investors make more and keep more money.

SoFi

Compound

Crunchbase Website Twitter Facebook Linkedin

A global residential real estate investment platform.

SoFi

WeCounsel Solutions

Crunchbase Website Twitter Facebook Linkedin

WeCounsel is HIPAA compliant, cloud-based platform that connects mental health providers with their clients and colleagues online.

SoFi

Carson Wealth Management Group

Crunchbase Website Twitter Facebook Linkedin

Carson Wealth Management Group’s mission is to inspire our clients to achieve True Wealth through education, communication and service.

SoFi

CogniCor

Crunchbase Website Twitter Facebook Linkedin

The Leading AI Digital Assistant Platform for Financial Services

SoFi

Totum Risk

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Totum Risk is a multi-scoring, risk tolerance tool kit for financial institutions, financial advisors, 401ks, insurance, banks, and more.

SoFi

TD Bank

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TD Bank is a banking center that provides its clients with retail, small business, and commercial banking products and services.

SoFi

ALPHABETA

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

SoFi

Bank of Travelers Rest

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Bank of Travelers Rest is a financial institution that offers deposits, savings, loans, lending, mortgages, and online banking services.

SoFi

Hemista

Crunchbase Website Twitter Facebook Linkedin

Robo Advisor for Immigrants/Expats

SoFi

Cape Cod Five Cents Savings Bank

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Provides links to other Web sites for convenience and informational purposes only

SoFi

Vault

Crunchbase Website Twitter Facebook Linkedin

Vault helps you automatically save for retirement whenever you’re paid.

SoFi

Hedgeable

Crunchbase Website Twitter Facebook Linkedin

Hedgeable is the only private wealth management platform for millennials.

SoFi

LifeLine Financial Group

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

SoFi

Prumentum Group

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

SoFi

Freeman Capital

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Freeman Capital is a wealth management and financial planning company.

SoFi

Oakworth Capital Bank

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Oakworth Capital Bank is an investment management company focused on providing custom banking and wealth management solutions.

SoFi

Texas Regional Bank

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Texas Regional Bank primarily provides personal and business banking solutions.

SoFi

Insigneo

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Insigneo offer a unique combination of forward thinking, client focused, best-in-class services and solutions.

SoFi

Midwest Regional Bank

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Midwest Regional Bank is a full-service bank providing products and services to the retail and commercial markets.

SoFi

BBVA USA

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BBVA USA is a commercial bank that offers its products and services, such as consumer loans, mortgages, insurance, and wealth management.

SoFi

Artivest

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

SoFi

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.

SoFi

CarrotFi

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Our cloud platform helps banks, credit unions, funds and servicers increase profitability and save homes.

SoFi

Uwharrie Bank

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Uwharrie Bank is to protect the assets of customers to help people and businesses secure financing and to support their shareholders.

SoFi

Wedbush Securities

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

SoFi

FolioDynamix

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FolioDynamix, a provider of integrated wealth management technology solutions.

SoFi

Central Bank

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Central Bank is a community bank that offers personal banking, business banking, and virtual banking services.

SoFi

AgentRisk – Superhuman Wealth Management

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

SoFi

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.

SoFi

Old National Bank

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Old National Bank is a regional bank providing you with additional provides account choices, expanded convenience, and greater control.

SoFi

WealthHub Solutions

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WealthHub Solutions, LLC is a company delivering a cloud based trust administration application serving the wealth management industry.

SoFi

Commonwealth Bank & Trust Company

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Commonwealth Bank & Trust Company is a locally-owned, private bank that provides personal and business banking products and services.

SoFi

SouthCrest Bank

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SouthCrest Bank is a company that provides consumer, electronic, and business services for commercial and private mid-market business bank.

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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