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
Crunchbase Website Twitter Facebook Linkedin
Artisan Partners is a global investment management firm.
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.
1492 Capital Management
Crunchbase Website Twitter Facebook Linkedin
1492 Capital Management offers a wealth management advisory service.
McCarthy Grittinger Financial Group
Crunchbase Website Twitter Facebook Linkedin
McCarthy Grittinger Financial Group offers investment advisory and financial planning services.
Marietta Investment Partners
Crunchbase Website Twitter Facebook Linkedin
Marietta Investment Partners is an investment advisory firm that provides wealth and portfolio management solutions.
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.
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.
Capital Market Consultants
Crunchbase Website Twitter Facebook Linkedin
Capital Market Consultants provides wealth management and financial services.
Cleary Gull Advisors
Crunchbase Website Twitter Facebook Linkedin
Cleary Gull Advisors offers RIA and wealth management services.
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.
High Point Capital Group
Crunchbase Website Twitter Facebook Linkedin
High Point Capital Group offers financial planning and wealth management services.
Sadoff Investment Management
Crunchbase Website Twitter Facebook Linkedin
Sadoff Investment Management is an advisory firm that focuses on investing in individual stocks and bonds.