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11 Best District of Columbia Based Wealth Management Startups and Companies 2021

This article showcases our top picks for the best District of Columbia 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 District of Columbia Wealth Management Startups

Data sourced from Crunchbase and SemRush.

57 Stars

57 Stars

Crunchbase Website Twitter Facebook Linkedin

57 Stars is an independent asset manager.

Capitol Acquisition Corp.

Capitol Acquisition Corp.

Crunchbase Website Twitter Facebook Linkedin

Capitol Acquisition Corp. II is a public investment vehicle formed for the purpose of effecting a merger.

Capitol Acquisition Corp.

Friedman Capital

Crunchbase Website Twitter Facebook Linkedin

Friedman Capital is an investment firm that provides services to the distribution, healthcare and real estate sectors.

Capitol Acquisition Corp.

The Nexus: Global Youth Summit

Crunchbase Website Twitter Facebook Linkedin

Nexus is a global movement to bridge communities of wealth and social entrepreneurship.

Capitol Acquisition Corp.

Kivvik

Crunchbase Website Twitter Facebook Linkedin

Kivvik automates client outreach allowing financial advisors to stay up to date with changes their clients life events.

Capitol Acquisition Corp.

Farr Miller & Washington

Crunchbase Website Twitter Facebook Linkedin

Farr Miller & Washington provides a wide range of financial, retirement planning, wealth management and investment management services.

Capitol Acquisition Corp.

BankAim

Crunchbase Website Twitter Facebook Linkedin

Best Interest Paying Investments

Capitol Acquisition Corp.

Joshua Tree Enterprises

Crunchbase Website Twitter Facebook Linkedin

The Wealth Strategies Journal, published by Joshua Tree Enterprises, was the first open access wealth planning journal directed towards

Capitol Acquisition Corp.

Chesapeake Investment Management

Crunchbase Website Twitter Facebook Linkedin

Chesapeake Investment Management specializes in investment advisory and management services.

Capitol Acquisition Corp.

Gordon James Realty

Crunchbase Website Twitter Facebook Linkedin

Gordon James Realty is a real estate company that specialize in management of real estate.

Capitol Acquisition Corp.

Geometric Wealth Advisors

Crunchbase Website Twitter Facebook Linkedin

Geometric Wealth Advisors offers financial planning, consulting, and tax 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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