This article showcases our top picks for the best San Jose 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 San Jose Wealth Management Startups
Data sourced from Crunchbase and SemRush.
BrightPlan
Crunchbase Website Twitter Facebook Linkedin
BrightPlan provides Total Financial Wellness for all employees by creating a plan to achieve their financial goals.
Roundleaf
Crunchbase Website Twitter Facebook Linkedin
Roundleaf is a wealth restoration and financial service provider company.
Bowerbird
Crunchbase Website Twitter Facebook Linkedin
Technology + complementary services to help individuals and institutions manage their valuable possessions
Global Capital Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Global Capital Wealth Management deals with investment management, estate conservation, tax-aware investment & retirement planning strategy.
MHTB Accountancy Group of Silicon Valley
Crunchbase Website Twitter Facebook Linkedin
MHTB Accountancy Group of Silicon Valley is an accountancy firm that offers financial planning, accounting, tax & litigation services.
WealthKit
Crunchbase Website Twitter Facebook Linkedin
WealthKit is a wealth and debt management app.
Dunham Associates, CPAs
Crunchbase Website Twitter Facebook Linkedin
Dunham Associates, CPAs offers accounting, retirement planning, litigation support, tax preparation, risk and wealth management services.
Hayes Financial
Crunchbase Website Twitter Facebook Linkedin
Hayes Financial is a consulting company that provides wealth management and investment strategies to enhance business growth for clients.
Legacy Wealth Advisors
Crunchbase Website Twitter Facebook Linkedin
Legacy Wealth Advisors is an investment advisory and wealth management company.
The Tax Practice
Crunchbase Website Twitter Facebook Linkedin
The Tax Practice offers tax and representation services like audit, collection, tax planning and preparation.
Callan and Lindahl Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Callan and Lindahl Wealth Management is an independent, comprehensive financial services and tax planning firm.
Wellspring Consulting
Crunchbase Website Twitter Facebook Linkedin
Wellspring Consulting is an independent wealth management firm located in the Silicon Valley/San Francisco Bay Area.
