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25 Best Miami Based Wealth Management Startups and Companies 2021

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

Data sourced from Crunchbase and SemRush.

YieldX

YieldX

Crunchbase Website Twitter Facebook Linkedin

YieldX introduces a fixed income investing with an end-to-end digital platform that powers personalization at scale.

Insigneo

Insigneo

Crunchbase Website Twitter Facebook Linkedin

Insigneo offer a unique combination of forward thinking, client focused, best-in-class services and solutions.

Insigneo

Coinplan

Crunchbase Website Twitter Facebook Linkedin

Cryptocurrency Investing and Wealth Management

Insigneo

Grove Bank & Trust

Crunchbase Website Twitter Facebook Linkedin

Grove Bank & Trust is the longest running bank in Miami-Dade County.

Insigneo

Peninsula Investments Group

Crunchbase Website Twitter Facebook Linkedin

Peninsula Investments is a asset management firm.

Insigneo

Coral Gables Trust Company

Crunchbase Website Twitter Facebook Linkedin

Coral Gables Trust Company is the privately held trust company & a provider of Wealth Management, Trust & Financial Planning services

Insigneo

Element Pointe Advisors

Crunchbase Website Twitter Facebook Linkedin

Element Pointe Advisors provides investment management, wealth management and portfolio management along with advisory service.

Insigneo

Universa Investments

Crunchbase Website Twitter Facebook Linkedin

Universa Investments is a firm dealing with financial services, investment services, risk mitigation and capital management.

Insigneo

The Lubitz Financial Group

Crunchbase Website Twitter Facebook Linkedin

The Lubitz Financial Group provides financial planning and wealth management services.

Insigneo

WEY

Crunchbase Website Twitter Facebook Linkedin

WEY offers taxation, wealth management, and consulting services.

Insigneo

Jackson Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Jackson Wealth Management, LLC, in Lake Mary, FL, financial advisers offers a wide variety of financial services

Insigneo

Global Capital Strategies

Crunchbase Website Twitter Facebook Linkedin

Global Capital Strategies focuses on investment advisory, financial planning, wealth management, lending and private capital services.

Insigneo

Kabat, Schertzer, De La Torre, Taraboulos

Crunchbase Website Twitter Facebook Linkedin

Kabat, Schertzer, De La Torre, Taraboulos provides consulting services within tax, audit, accounting, property and wealth management.

Insigneo

Harbor Ithaka

Crunchbase Website Twitter Facebook Linkedin

Harbor Ithaka offers investment, wealth, asset management and global market research services.

Insigneo

Coral Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Coral Wealth Management is a financial advisory firm specialized in financial planning, investment and wealth management services.

Insigneo

Vectorglobal

Crunchbase Website Twitter Facebook Linkedin

Vectorglobal offers wealth management, investment banking and brokerage services.

Insigneo

Calixsan Capital Management

Crunchbase Website Twitter Facebook Linkedin

Calixsan Capital Management is a financial advisory firm that specializes in alternative investments, consulting and retirement planning.

Insigneo

EFG Capital

Crunchbase Website Twitter Facebook Linkedin

EFG Capital offers asset management, account management, wealth planning, and brokerage services.

Insigneo

Binstock Rubin Sbar Garcia & Ellzey

Crunchbase Website Twitter Facebook Linkedin

Binstock Rubin Sbar Garcia & Ellzey is an accounting firm that expertise in litigation support, taxation and business consulting services.

Insigneo

Corpag

Crunchbase Website Twitter Facebook Linkedin

Corpag provides private wealth, legal administration, payroll, pre-audit, tax compliance and regulatory compliance services.

Insigneo

CameronDowning

Crunchbase Website Twitter Facebook Linkedin

CameronDowning provides financial services like investment management, insurance, retirement and risk management.

Insigneo

Lima, Rios & Marrero

Crunchbase Website Twitter Facebook Linkedin

Lima, Rios & Marrero offers accounting, audits, cash flow, bookkeeping, payroll, taxation, wealth management & business advisory services.

Insigneo

OIG Wealth Management

Crunchbase Website Twitter Facebook Linkedin

OIG Wealth Management provides customized financial and retirement advice to help you meet your personal and financial goals.

Insigneo

Bull Market Securities

Crunchbase Website Twitter Facebook Linkedin

Bull Market Securities offers services in wealth management, stocks, trading tools, technology, ETF’s, sales & trading services to clients.

Insigneo

Wealth Planning Center

Crunchbase Website Twitter Facebook Linkedin

Wealth Planning Center delivers outstanding insurance, financial solutions & wealth advisory services for professionals & business owners.

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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