in ,

12 Best Milwaukee Based Wealth Management Startups and Companies 2021

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

Data sourced from Crunchbase and SemRush.

Artisan Partners

Artisan Partners

Crunchbase Website Twitter Facebook Linkedin

Artisan Partners is a global investment management firm.

Robert W. Baird's Baird Funds

Robert W. Baird’s Baird Funds

Crunchbase Website Twitter Facebook Linkedin

Baird Funds is doing investment management business with institutional and individual investors with more than $28 billion in assets.

Robert W. Baird's Baird Funds

1492 Capital Management

Crunchbase Website Twitter Facebook Linkedin

1492 Capital Management offers a wealth management advisory service.

Robert W. Baird's Baird Funds

McCarthy Grittinger Financial Group

Crunchbase Website Twitter Facebook Linkedin

McCarthy Grittinger Financial Group offers investment advisory and financial planning services.

Robert W. Baird's Baird Funds

Marietta Investment Partners

Crunchbase Website Twitter Facebook Linkedin

Marietta Investment Partners is an investment advisory firm that provides wealth and portfolio management solutions.

Robert W. Baird's Baird Funds

ACC-U-Rite Tax Service

Crunchbase Website Twitter Facebook Linkedin

ACC-U-Rite Tax Service offers a wide range of financial services like accounting, tax preparation, and wealth management.

Robert W. Baird's Baird Funds

Promontory Point Capital

Crunchbase Website Twitter Facebook Linkedin

Promontory Point Capital is an investment banking boutique with a focus on privately-held businesses located in the Midwest.

Robert W. Baird's Baird Funds

Capital Market Consultants

Crunchbase Website Twitter Facebook Linkedin

Capital Market Consultants provides wealth management and financial services.

Robert W. Baird's Baird Funds

Cleary Gull Advisors

Crunchbase Website Twitter Facebook Linkedin

Cleary Gull Advisors offers RIA and wealth management services.

Robert W. Baird's Baird Funds

AMP Wealth Management

Crunchbase Website Twitter Facebook Linkedin

AMP Wealth Management is part of the financial service industry and provides investment, wealth management & retirement plans to clients.

Robert W. Baird's Baird Funds

High Point Capital Group

Crunchbase Website Twitter Facebook Linkedin

High Point Capital Group offers financial planning and wealth management services.

Robert W. Baird's Baird Funds

Sadoff Investment Management

Crunchbase Website Twitter Facebook Linkedin

Sadoff Investment Management is an advisory firm that focuses on investing in individual stocks and bonds.

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.

Comments

Leave a Reply

Your email address will not be published. Required fields are marked *

Loading…

0

12 Best Queensland Based Wealth Management Startups and Companies 2021

12 Best Arkansas Based Wealth Management Startups and Companies 2021