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16 Best Birmingham Based Wealth Management Startups and Companies 2021

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

Data sourced from Crunchbase and SemRush.

Oakworth Capital Bank

Oakworth Capital Bank

Crunchbase Website Twitter Facebook Linkedin

Oakworth Capital Bank is an investment management company focused on providing custom banking and wealth management solutions.

BBVA USA

BBVA USA

Crunchbase Website Twitter Facebook Linkedin

BBVA USA is a commercial bank that offers its products and services, such as consumer loans, mortgages, insurance, and wealth management.

BBVA USA

EverSource Wealth Advisors

Crunchbase Website Twitter Facebook Linkedin

EverSource Wealth Advisors can provide a variety of financial planning services to help wealth advisors to achieve balance and growth

BBVA USA

Warren Averett Asset Management

Crunchbase Website Twitter Facebook Linkedin

Warren Averett Asset Management offers personal wealth management, tax, estate, retirement plan and institutional consulting services.

BBVA USA

IMVS

Crunchbase Website Twitter Facebook Linkedin

IMVS is a wealth management software that provides front and back-office operations and supporting client connectivity and communication.

BBVA USA

Succession Wealth

Crunchbase Website Twitter Facebook Linkedin

Succession Wealth provides wealth management, financial management, and employee benefit solutions services.

BBVA USA

Capital Analysts of Jacksonville Florida, Inc

Crunchbase Website Twitter Facebook Linkedin

Capital Analysts is an investment company that focuses on wealth management, wealth management services, and financial advise.

BBVA USA

The Welch Group

Crunchbase Website Twitter Facebook Linkedin

The Welch Group is a financial planning and advisory firm.

BBVA USA

SA Stone Wealth Management Inc.

Crunchbase Website Twitter Facebook Linkedin

SA Stone Wealth Management Inc. provides an integrated platform of technology, comprehensive wealth management & investment services.

BBVA USA

Freeman Tax Law

Crunchbase Website Twitter Facebook Linkedin

International Tax, Offshore Banking and Wealth Management Attorneys

BBVA USA

Barnett Ravenscroft Accountants

Crunchbase Website Twitter Facebook Linkedin

Barnett Ravenscroft Accountants renders accounting, tax, business startup support, wealth management, audit and corporate finance services.

BBVA USA

PW&Co

Crunchbase Website Twitter Facebook Linkedin

PW&Co provides investment banking, financial advisory, business valuation, mergers and acquisitions services.

BBVA USA

BRWM

Crunchbase Website Twitter Facebook Linkedin

BRWM renders investment advisory, wealth management, tax and financial planning services to families, individuals and trustees.

BBVA USA

Bridgeworth Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Bridgeworth Wealth Management specializes in financial planning, investment management, retirement planning and risk management services.

BBVA USA

Cornerstone Insurance & Financial Services

Crunchbase Website Twitter Facebook Linkedin

Cornerstone Insurance & Financial Services offers wealth management, retirement planning and income replacement services.

BBVA USA

Alliance Wealth Management Group

Crunchbase Website Twitter Facebook Linkedin

Alliance Wealth Management Group offers retirement income strategies, wealth management, life insurance, estate planning, and tax planning.

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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