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
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U.S. Bancorp is a financial holding company, offers banking, investment, mortgage, trust, and payment services and products for its clients
Ameriprise Financial
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Ameriprise Financial is a financial services company that provides financial planning, products, and services.
Marquette Wealth Management
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Marquette Wealth Management is wealth management that provides retirement planning, income tax planning, and trustee services.
Great Waters Financial
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Great Waters Financial specializes in providing financial planning and strategic retirement solutions to pre-retirees and retirees.
Mount Yale Capital Group
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Mount Yale Capital Group offers investment advisory and wealth management services.
Solidity Financial
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Solidity Financial is a wealth management firm.
JNBA Financial Advisors
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JNBA Financial Advisors is a wealth management firm that deals in financial planning and asset management with a client-centric approach.
Schwarz Dygos Wheeler Investment Advisors
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Schwarz Dygos Wheeler Investment Advisors offers wealth management and investment advice services.
Counsel Wealth Management
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Counsel Wealth Management provides retirement planning, investment management, estate planning, insurance and financial planning services.
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Dunnavan & Co. is an investment management firm that offers portfolio management to high net worth individuals, families, and institutions.
Palisade
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Palisade provides investment management and wealth advisory services to its client.
Wealthy Trades
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Online Stock Trading Data and Prediction Tool
Advanced Wealth Management Group
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Advanced Wealth Management Group focuses on investment management, retirement, financial planning, tax and estate planning.
Okabena
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Okabena provides integrated investment and wealth management solutions to individuals
Rudin & Rubin Financial Group
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Rudin & Rubin Financial Group is a financial solutions firm that offers asset, risk and wealth management services.
Trujillo Services
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Trujillo Services specializes in audits, bookkeeping, retirement planning, accounting, payroll and tax management services.
