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30 Best Columbia Based Wealth Management Startups and Companies 2021

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

Data sourced from Crunchbase and SemRush.

Agreement Express

Agreement Express

Crunchbase Website Twitter Facebook Linkedin

SaaS platform that automates the client onboarding process for financial services firms.

Responsive

Responsive

Crunchbase Website Twitter Facebook Linkedin

The enterprise hybrid wealth management solution for service excellence and actionable insights.

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REITIUM

Crunchbase Website Twitter Facebook Linkedin

SaaS, Investor Document Workflow, Mobile App, Crowdfunding Portal

Responsive

ANZ Bank

Crunchbase Website Twitter Facebook Linkedin

Amongst Australia’s “Big 4” Banks

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Nicola Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Nicola Wealth Management offers sophisticated wealth management strategies that help high net worth individuals reach their financial goals.

Responsive

57 Stars

Crunchbase Website Twitter Facebook Linkedin

57 Stars is an independent asset manager.

Responsive

Capitol Acquisition Corp.

Crunchbase Website Twitter Facebook Linkedin

Capitol Acquisition Corp. II is a public investment vehicle formed for the purpose of effecting a merger.

Responsive

Friedman Capital

Crunchbase Website Twitter Facebook Linkedin

Friedman Capital is an investment firm that provides services to the distribution, healthcare and real estate sectors.

Responsive

BlueShore Financial Credit Union

Crunchbase Website Twitter Facebook Linkedin

BlueShore Financial is a full-service financial institution offering a wide range of banking, borrowing, wealth management and insurance.

Responsive

RiskMetrics

Crunchbase Website Twitter Facebook Linkedin

RiskMetrics provides a digital risk tolerance toolkit to Financial Advisors allowing them to better understand their clients’ risk profiles.

Responsive

The Nexus: Global Youth Summit

Crunchbase Website Twitter Facebook Linkedin

Nexus is a global movement to bridge communities of wealth and social entrepreneurship.

Responsive

Kivvik

Crunchbase Website Twitter Facebook Linkedin

Kivvik automates client outreach allowing financial advisors to stay up to date with changes their clients life events.

Responsive

FAI Wealth Management

Crunchbase Website Twitter Facebook Linkedin

FAI Wealth Management provides financial planning and investment management services.

Responsive

Promerita Group

Crunchbase Website Twitter Facebook Linkedin

Promerita Group specializes in offering wealth management, strategic planning, real estate advisory and corporate finance services.

Responsive

Cv Trustco

Crunchbase Website Twitter Facebook Linkedin

Cv Trustco is a financial services fintech company located in Vancouver.

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Farr Miller & Washington

Crunchbase Website Twitter Facebook Linkedin

Farr Miller & Washington provides a wide range of financial, retirement planning, wealth management and investment management services.

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BankAim

Crunchbase Website Twitter Facebook Linkedin

Best Interest Paying Investments

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Covenant Family Wealth Advisors

Crunchbase Website Twitter Facebook Linkedin

Covenant Family Wealth Advisors is a wealth management company located in Langley.

Responsive

Equifaira Partners

Crunchbase Website Twitter Facebook Linkedin

Equifaira Partners is a management consulting company that provides consulting services.

Responsive

Joshua Tree Enterprises

Crunchbase Website Twitter Facebook Linkedin

The Wealth Strategies Journal, published by Joshua Tree Enterprises, was the first open access wealth planning journal directed towards

Responsive

Williams Asset Management

Crunchbase Website Twitter Facebook Linkedin

Williams Asset Management, aligning yourself with a highly respected, fee-based independent financial planning & investment management firm.

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TFP Investment Counsel

Crunchbase Website Twitter Facebook Linkedin

TFP Investment Counsel is a finance company that helps in wealth management & investment management in bills, stocks, bonds & ETFs.

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Chesapeake Investment Management

Crunchbase Website Twitter Facebook Linkedin

Chesapeake Investment Management specializes in investment advisory and management services.

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Thom & Associates

Crunchbase Website Twitter Facebook Linkedin

Thom & Associates is a retirement financial services company located in Kelowna.

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CalmWaters Advisory

Crunchbase Website Twitter Facebook Linkedin

CalmWaters Advisory helps to simplify the complexities of financial life by focusing on managing wealth in a systematic way.

Responsive

Gordon James Realty

Crunchbase Website Twitter Facebook Linkedin

Gordon James Realty is a real estate company that specialize in management of real estate.

Responsive

Geometric Wealth Advisors

Crunchbase Website Twitter Facebook Linkedin

Geometric Wealth Advisors offers financial planning, consulting, and tax services.

Responsive

Brightworks Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Brightworks Wealth Management offers investment management, financial, advice and personal wealth services.

Responsive

Parr Financial Solutions

Crunchbase Website Twitter Facebook Linkedin

Parr Financial Solutions is a wealth management company that provides investment strategies, financial services and retirement planning.

Responsive

First Nations Finance Authority

Crunchbase Website Twitter Facebook Linkedin

First Nations Finance Authority provides investment and capital planning advisory 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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