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16 Best Minneapolis Based Wealth Management Startups and Companies 2021

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

Data sourced from Crunchbase and SemRush.

U.S. Bancorp

U.S. Bancorp

Crunchbase Website Twitter Facebook Linkedin

U.S. Bancorp is a financial holding company, offers banking, investment, mortgage, trust, and payment services and products for its clients

Ameriprise Financial

Ameriprise Financial

Crunchbase Website Twitter Facebook Linkedin

Ameriprise Financial is a financial services company that provides financial planning, products, and services.

Ameriprise Financial

Marquette Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Marquette Wealth Management is wealth management that provides retirement planning, income tax planning, and trustee services.

Ameriprise Financial

Great Waters Financial

Crunchbase Website Twitter Facebook Linkedin

Great Waters Financial specializes in providing financial planning and strategic retirement solutions to pre-retirees and retirees.

Ameriprise Financial

Mount Yale Capital Group

Crunchbase Website Twitter Facebook Linkedin

Mount Yale Capital Group offers investment advisory and wealth management services.

Ameriprise Financial

Solidity Financial

Crunchbase Website Twitter Facebook Linkedin

Solidity Financial is a wealth management firm.

Ameriprise Financial

JNBA Financial Advisors

Crunchbase Website Twitter Facebook Linkedin

JNBA Financial Advisors is a wealth management firm that deals in financial planning and asset management with a client-centric approach.

Ameriprise Financial

Schwarz Dygos Wheeler Investment Advisors

Crunchbase Website Twitter Facebook Linkedin

Schwarz Dygos Wheeler Investment Advisors offers wealth management and investment advice services.

Ameriprise Financial

Counsel Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Counsel Wealth Management provides retirement planning, investment management, estate planning, insurance and financial planning services.

Ameriprise Financial

Dunnavan & Co.

Crunchbase Website Twitter Facebook Linkedin

Dunnavan & Co. is an investment management firm that offers portfolio management to high net worth individuals, families, and institutions.

Ameriprise Financial

Palisade

Crunchbase Website Twitter Facebook Linkedin

Palisade provides investment management and wealth advisory services to its client.

Ameriprise Financial

Wealthy Trades

Crunchbase Website Twitter Facebook Linkedin

Online Stock Trading Data and Prediction Tool

Ameriprise Financial

Advanced Wealth Management Group

Crunchbase Website Twitter Facebook Linkedin

Advanced Wealth Management Group focuses on investment management, retirement, financial planning, tax and estate planning.

Ameriprise Financial

Okabena

Crunchbase Website Twitter Facebook Linkedin

Okabena provides integrated investment and wealth management solutions to individuals

Ameriprise Financial

Rudin & Rubin Financial Group

Crunchbase Website Twitter Facebook Linkedin

Rudin & Rubin Financial Group is a financial solutions firm that offers asset, risk and wealth management services.

Ameriprise Financial

Trujillo Services

Crunchbase Website Twitter Facebook Linkedin

Trujillo Services specializes in audits, bookkeeping, retirement planning, accounting, payroll and tax 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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