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21 Best Nebraska Based Wealth Management Startups and Companies 2021

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

Data sourced from Crunchbase and SemRush.

Carson Wealth Management Group

Carson Wealth Management Group

Crunchbase Website Twitter Facebook Linkedin

Carson Wealth Management Group’s mission is to inspire our clients to achieve True Wealth through education, communication and service.

NorthStar Financial Services

NorthStar Financial Services

Crunchbase Website Twitter Facebook Linkedin

An Omaha-based financial services firm with more than $300 billion in assets under management and administration

NorthStar Financial Services

Northern Lights Distributors

Crunchbase Website Twitter Facebook Linkedin

Northern Lights Distributors is a broker-dealer specializing in mutual fund distribution.

NorthStar Financial Services

Midlands Financial

Crunchbase Website Twitter Facebook Linkedin

Midlands Financial deals in financial services as well as investment and retirement services to help clients achieve their financial goals.

NorthStar Financial Services

Cruise & Associates

Crunchbase Website Twitter Facebook Linkedin

Cruise & Associates offers specialized services in tax services, accounting, advisory, and IRS and state representation.

NorthStar Financial Services

Tagge Rutherford

Crunchbase Website Twitter Facebook Linkedin

Tagge Rutherford is a wealth management firm that offers investment advisory, financial planning and estate administration solutions.

NorthStar Financial Services

McMill

Crunchbase Website Twitter Facebook Linkedin

McMill primarily focuses on offering a wide range of wealth management, tax, accounting and business consulting services.

NorthStar Financial Services

Marcotte

Crunchbase Website Twitter Facebook Linkedin

Marcotte provides commercial and personal protection solutions, employee benefits, retirement planning, and wealth management services.

NorthStar Financial Services

Hayes & Associates

Crunchbase Website Twitter Facebook Linkedin

Hayes & Associates offers quick book, wealth management, accounting, financial, audit and business advisory services to various sectors.

NorthStar Financial Services

Brokerage Specialists

Crunchbase Website Twitter Facebook Linkedin

Brokerage Specialists offers financial services in retirement planning, portfolio analysis, consulting, insurance and brokerage.

NorthStar Financial Services

SMITH HAYES Co.

Crunchbase Website Twitter Facebook Linkedin

SMITH HAYES Co. is a provider of asset management services to institutions.

NorthStar Financial Services

Plan A Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Plan A Wealth Management provides wealth management and investment services

NorthStar Financial Services

Five Points Bank

Crunchbase Website Twitter Facebook Linkedin

Five Points Bank offers personal and business banking, financial services to agriculture, home mortgage and wealth management services.

NorthStar Financial Services

Vista Wealth Group

Crunchbase Website Twitter Facebook Linkedin

Vista Wealth Group provides financial strategies and investment advisory services to individuals and businesses.

NorthStar Financial Services

Wiedeman Financial Services

Crunchbase Website Twitter Facebook Linkedin

Wiedeman Financial Services provides financial advisory on investment, retirement and business planning.

NorthStar Financial Services

Abrahams Kaslow & Cassman

Crunchbase Website Twitter Facebook Linkedin

Abrahams Kaslow & Cassman is a legal service provider with services in corporate, business, employee, litigation and real estate law.

NorthStar Financial Services

Nelson Murphy Insurance & Investments

Crunchbase Website Twitter Facebook Linkedin

Nelson Murphy Insurance & Investments offers financial/estate planning, insurance, retirement and investment management advisory services.

NorthStar Financial Services

True Measure Wealth Management

Crunchbase Website Twitter Facebook Linkedin

True Measure Wealth Management operates as a fee-ony financial advisor firm.

NorthStar Financial Services

Cattle Bank & Trust

Crunchbase Website Twitter Facebook Linkedin

Cattle Bank & Trust offers banking services such as deposits, savings, lending, loans, retail brokerage and wealth management.

NorthStar Financial Services

Citizens Bank & Trust Company

Crunchbase Website Twitter Facebook Linkedin

Citizens Bank & Trust Company is a community banking service that offers financial products and services.

NorthStar Financial Services

Skiles Loop Bremer & White CPAs

Crunchbase Website Twitter Facebook Linkedin

Skiles Loop Bremer & White CPAs expertise in accounting and tax preparations for several industries.

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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