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
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Artisan Partners is a global investment management firm.
Robert W. Baird’s Baird Funds
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Baird Funds is doing investment management business with institutional and individual investors with more than $28 billion in assets.
1492 Capital Management
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1492 Capital Management offers a wealth management advisory service.
McCarthy Grittinger Financial Group
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McCarthy Grittinger Financial Group offers investment advisory and financial planning services.
Marietta Investment Partners
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Marietta Investment Partners is an investment advisory firm that provides wealth and portfolio management solutions.
ACC-U-Rite Tax Service
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ACC-U-Rite Tax Service offers a wide range of financial services like accounting, tax preparation, and wealth management.
Promontory Point Capital
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Promontory Point Capital is an investment banking boutique with a focus on privately-held businesses located in the Midwest.
Capital Market Consultants
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Capital Market Consultants provides wealth management and financial services.
Cleary Gull Advisors
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Cleary Gull Advisors offers RIA and wealth management services.
AMP Wealth Management
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AMP Wealth Management is part of the financial service industry and provides investment, wealth management & retirement plans to clients.
High Point Capital Group
Crunchbase Website Twitter Facebook Linkedin
High Point Capital Group offers financial planning and wealth management services.
Sadoff Investment Management
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Sadoff Investment Management is an advisory firm that focuses on investing in individual stocks and bonds.
