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35 Best Los Angeles Based Wealth Management Startups and Companies 2021

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

Data sourced from Crunchbase and SemRush.

Sootchy

Sootchy

Crunchbase Website Twitter Facebook Linkedin

Sootchy is platform to help reduce the U.S household student debt. Providing a better future for our kids.

Aspiriant

Aspiriant

Crunchbase Website Twitter Facebook Linkedin

Aspiriant is an investment management company that specializes in investment management and wealth planning services.

Aspiriant

LifeLine Financial Group

Crunchbase Website Twitter Facebook Linkedin

LifeLine Financial Group is a multi-family wealth management office for influential athletes and entertainers.

Aspiriant

Wedbush Securities

Crunchbase Website Twitter Facebook Linkedin

Wedbush Securities is a company providing banking and investment services for any individual, institution, or issuing client.

Aspiriant

AgentRisk – Superhuman Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Automated portfolio management & option strategies, all managed by A.I.

Aspiriant

LawDepot

Crunchbase Website Twitter Facebook Linkedin

LawDepot is the most advanced publisher of do-it-yourself legal documents.

Aspiriant

HCR Wealth Advisors

Crunchbase Website Twitter Facebook Linkedin

HCR is a wealth management firm dedicated to providing financial and investment strategies to their clients.

Aspiriant

Capitect

Crunchbase Website Twitter Facebook Linkedin

Mass personalization for wealth managers

Aspiriant

Yankee Hill Capital Management

Crunchbase Website Twitter Facebook Linkedin

Yankee Hill Capital is a private equity firm that offers deep operational and investment experience.

Aspiriant

B. Riley Financial

Crunchbase Website Twitter Facebook Linkedin

B.Riley Financial specializes in extending its services in the areas of advisory, wealth management, retail, wholesale and venture capital.

Aspiriant

APIIS FINANCIAL INC

Crunchbase Website Twitter Facebook Linkedin

APIIS Financial Group is a financial advisory firm helping its customers in financial planning and wealth management.

Aspiriant

American Family Funding

Crunchbase Website Twitter Facebook Linkedin

American Family Funding is a mortgage banking form serving the lending needs of real state professionals.

Aspiriant

Mofrad Financial Solutions

Crunchbase Website Twitter Facebook Linkedin

Mofrad Financial Solutions is a full-service financial firm that expertise in tax, accounting, and financial planning services.

Aspiriant

Atlantic Investments

Crunchbase Website Twitter Facebook Linkedin

Atlantic Investments offers financial and tax planning, wealth management and full-service retirement planning services.

Aspiriant

The Pacific Group

Crunchbase Website Twitter Facebook Linkedin

The Pacific Group specializes in wealth management, investment management, corporate retirement, financial planning and life insurance.

Aspiriant

Mar Vista

Crunchbase Website Twitter Facebook Linkedin

Mar Vista is an investment management firm.

Aspiriant

Weinberger Asset Management

Crunchbase Website Twitter Facebook Linkedin

Weinberger Asset Management provides investment management, financial and retirement planning, marital and divorce planning services.

Aspiriant

Bionic Capital

Crunchbase Website Twitter Facebook Linkedin

Bionic Capital offers retirement plans, estate planning, risk & portfolio management as well as wealth and investment management solutions.

Aspiriant

NWF Advisory Group

Crunchbase Website Twitter Facebook Linkedin

NWF Advisory Group is an investment adviser offering wealth management services solutions to empower retirement clients.

Aspiriant

Harold Davidson & Associates

Crunchbase Website Twitter Facebook Linkedin

Harold Davidson & Associates is a real estate firm that provides investment counseling, wealth management and real property investments.

Aspiriant

Quantvex

Crunchbase Website Twitter Facebook Linkedin

A startup focused on digital engagement for the wealth management industry.

Aspiriant

Kinetic Financial

Crunchbase Website Twitter Facebook Linkedin

Kinetic Financial offers wealth management, risk management, business consulting, and financial services.

Aspiriant

Surevest Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Surevest Wealth Management provides private planning CFO, wealth management and situational planning services.

Aspiriant

Serenity Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Serenity Wealth Management offers pensions, annuities, rollovers, 529 plans, investment, retirement and financial planning services.

Aspiriant

Del Rey Capital Management

Crunchbase Website Twitter Facebook Linkedin

Del Rey Capital is an Investment Management firm guided by a revolutionary approach to managing individual investors’ portfolios.

Aspiriant

Mainstream Capital Partners

Crunchbase Website Twitter Facebook Linkedin

Mainstream Capital Partners specializes in wealth management, insurance, investment banking, consulting and retirement planning services.

Aspiriant

Avitas Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Avitas Wealth Management provides tailored investment strategies, risk management, portfolio management and financial advisory services.

Aspiriant

Inflection Advisors

Crunchbase Website Twitter Facebook Linkedin

Inflection Advisors provides fee-based investment, asset, fiduciary and wealth management along with financial planning advisory services.

Aspiriant

Victus Capital Wealth

Crunchbase Website Twitter Facebook Linkedin

Victus Capital Wealth specializes in retirement goals, taxation, education planning, financial planning and asset protection services.

Aspiriant

Goldman & Knell CPA’s

Crunchbase Website Twitter Facebook Linkedin

Goldman & Knell CPA’s provides business and wealth management services.

Aspiriant

Maryland Estates

Crunchbase Website Twitter Facebook Linkedin

Maryland Estates deals with brokerage and real estate investments with a focus on the acquisition of loans and disputed properties.

Aspiriant

Perennial Financial Services

Crunchbase Website Twitter Facebook Linkedin

Perennial Financial Services is a company with services in wealth management, financial & legacy planning & risk management services.

Aspiriant

Williams Financial Services

Crunchbase Website Twitter Facebook Linkedin

Williams Financial Services delivers complex wealth management, accounting, tax and consulting solutions to individuals and businesses.

Aspiriant

Belmont Capital Group

Crunchbase Website Twitter Facebook Linkedin

Belmont Capital Group provides portfolio management and wealth advisory solutions to firms and institutions.

Aspiriant

Global Debt Network

Crunchbase Website Twitter Facebook Linkedin

Global Debt Network specializes in the development of a platform that helps users manage their debt.

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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