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12 Best San Jose Based Wealth Management Startups and Companies 2021

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

BrightPlan

Crunchbase Website Twitter Facebook Linkedin

BrightPlan provides Total Financial Wellness for all employees by creating a plan to achieve their financial goals.

Roundleaf

Roundleaf

Crunchbase Website Twitter Facebook Linkedin

Roundleaf is a wealth restoration and financial service provider company.

Roundleaf

Bowerbird

Crunchbase Website Twitter Facebook Linkedin

Technology + complementary services to help individuals and institutions manage their valuable possessions

Roundleaf

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.

Roundleaf

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.

Roundleaf

WealthKit

Crunchbase Website Twitter Facebook Linkedin

WealthKit is a wealth and debt management app.

Roundleaf

Dunham Associates, CPAs

Crunchbase Website Twitter Facebook Linkedin

Dunham Associates, CPAs offers accounting, retirement planning, litigation support, tax preparation, risk and wealth management services.

Roundleaf

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.

Roundleaf

Legacy Wealth Advisors

Crunchbase Website Twitter Facebook Linkedin

Legacy Wealth Advisors is an investment advisory and wealth management company.

Roundleaf

The Tax Practice

Crunchbase Website Twitter Facebook Linkedin

The Tax Practice offers tax and representation services like audit, collection, tax planning and preparation.

Roundleaf

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.

Roundleaf

Wellspring Consulting

Crunchbase Website Twitter Facebook Linkedin

Wellspring Consulting is an independent wealth management firm located in the Silicon Valley/San Francisco Bay Area.

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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