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13 Best Maine Based Wealth Management Startups and Companies 2021

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

Data sourced from Crunchbase and SemRush.

Tu decide

Tu decide

Crunchbase Website Twitter Facebook Linkedin

Tu decide Find, compare and contract in a few steps the best credit , investment , insurance , telecommunications package.

Smith & Wilkinson

Smith & Wilkinson

Crunchbase Website Twitter Facebook Linkedin

Smith & Wilkinson is a talent recruiting firm specializing in professional, middle management, and executive search.

Smith & Wilkinson

VIGILANT Capital Management

Crunchbase Website Twitter Facebook Linkedin

VIGILANT Capital Management is a wealth management firm that specializes in progressive investment and wealth planning solutions.

Smith & Wilkinson

F.L.Putnam Investment Management

Crunchbase Website Twitter Facebook Linkedin

F.L.Putnam Investment Management is an advisory firm that delivers investment management, financial planning & retirement solutions.

Smith & Wilkinson

Plimsoll Mark Capital

Crunchbase Website Twitter Facebook Linkedin

Plimsoll Mark Capital is a consulting firm that provides financial, income and estate planning, investment and asset management solutions.

Smith & Wilkinson

R. M. Davis

Crunchbase Website Twitter Facebook Linkedin

R. M. Davis is a wealth management firm that provides comprehensive financial planning along with portfolio management.

Smith & Wilkinson

Tax Pro

Crunchbase Website Twitter Facebook Linkedin

Tax Pro offers services in accounting, taxation, bookkeeping and payroll.

Smith & Wilkinson

Professional Disability Associates

Crunchbase Website Twitter Facebook Linkedin

Professional Disability Associates specializes in risk management, insurance, and wealth management services.

Smith & Wilkinson

Dow Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Dow Wealth Management focuses on retirement planning, estate planning, investment portfolio management and financial consulting services.

Smith & Wilkinson

Harborview Advisors & Investments

Crunchbase Website Twitter Facebook Linkedin

Harborview Advisors & Investments is an investment advisory firm that provides personalized advice, guidance and wealth management services.

Smith & Wilkinson

Harpswell Capital Advisors

Crunchbase Website Twitter Facebook Linkedin

Harpswell Capital Advisors is an investment advisor that serves foundations, endowments and institutions.

Smith & Wilkinson

Gather Financial Services

Crunchbase Website Twitter Facebook Linkedin

Gather Financial Services is a finance company that specializes in financial planning, advice and consulting for individuals and businesses.

Smith & Wilkinson

Old Port Advisors

Crunchbase Website Twitter Facebook Linkedin

Old Port Advisors is a company which provides Fiduciary Consulting, Financial Planning & Analysis & Portfolio Management services.

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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