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38 Best Kent Based Wealth Management Startups and Companies 2021

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

Data sourced from Crunchbase and SemRush.

Commonwealth Bank & Trust Company

Commonwealth Bank & Trust Company

Crunchbase Website Twitter Facebook Linkedin

Commonwealth Bank & Trust Company is a locally-owned, private bank that provides personal and business banking products and services.

Globcal International

Globcal International

Crunchbase Website Twitter Facebook Linkedin

Cooperative International specializes in human rights, sustainable development, social change, and ecosystem services.

Globcal International

CVNB

Crunchbase Website Twitter Facebook Linkedin

CVNB is a financial service company that is committed to personal banking, wealth management and commercial banking services.

Globcal International

The Citizens Bank & Trust Company

Crunchbase Website Twitter Facebook Linkedin

The Citizens Bank & Trust Company is part of the banking industry and provides all banking, loans and credit services to its members.

Globcal International

Green Street Capital

Crunchbase Website Twitter Facebook Linkedin

Green Street Capital offers good advice on how to approach your tax situation strategically, and offers a unique wealth management approach.

Globcal International

Signet Federal Credit Union

Crunchbase Website Twitter Facebook Linkedin

Signet Federal Credit Union is a non-profit finance company that offers financial health, wellness and banking services.

Globcal International

Culverhouse & Co.

Crunchbase Website Twitter Facebook Linkedin

Culverhouse & Co. is a professional firm that offers chartered accountants and financial planning services.

Globcal International

AlphaMark Advisors

Crunchbase Website Twitter Facebook Linkedin

AlphaMark Advisors provides investment, wealth management, financial planning, mutual fund and ETF services to clients.

Globcal International

Atlas Brown

Crunchbase Website Twitter Facebook Linkedin

Atlas Brown is a financial organization that provides family wealth management services to its users.

Globcal International

First Kentucky Bank

Crunchbase Website Twitter Facebook Linkedin

First Kentucky Bank provides retirement planning, wealth management and financial management services.

Globcal International

Russell Capital Management

Crunchbase Website Twitter Facebook Linkedin

Russell Capital Management is an investment advisory firm that provides wealth management, tax, retirement and financial planning services.

Globcal International

Kentucky Farmers Bank

Crunchbase Website Twitter Facebook Linkedin

Kentucky Farmers Bank is a community bank that provides banking and wealth managment services.

Globcal International

LexInvest Wealth Advisors

Crunchbase Website Twitter Facebook Linkedin

LexInvest Wealth Advisors offers brokerage and investment advisory services to individuals and institutions.

Globcal International

Argentis

Crunchbase Website Twitter Facebook Linkedin

Argentis is a financial planning and employee benefits consultant.

Globcal International

Farris Group

Crunchbase Website Twitter Facebook Linkedin

Farris Group is an independent firm providing custom-tailored financial solutions.

Globcal International

Pomfrey Accountants

Crunchbase Website Twitter Facebook Linkedin

Pomfrey Accountants provides accounting, tax, wealth management, and financial services.

Globcal International

Mcdaniel Wealth Management

Crunchbase Website Twitter Facebook Linkedin

McDaniel Wealth Management focuses on tax and wealth management services.

Globcal International

Commercial Bank of Grayson

Crunchbase Website Twitter Facebook Linkedin

Commercial Bank of Grayson provides banking services such as finance, security, loans, e-banking, etc.

Globcal International

ABMV

Crunchbase Website Twitter Facebook Linkedin

ABMV is an accounting firm that specializes in tax, payroll and pensions, bookkeeping and VAT returns.

Globcal International

MCF Advisors

Crunchbase Website Twitter Facebook Linkedin

MCF Advisors offers wealth management and institutional service & also includes financial, retirement, tax, insurance & consulting services.

Globcal International

Accounts Unlocked

Crunchbase Website Twitter Facebook Linkedin

Accounts Unlocked specializes in accounting, bookkeeping, VAT, payroll, taxation, credit control and wealth management advisory services.

Globcal International

Focus On Success

Crunchbase Website Twitter Facebook Linkedin

Focus on Success is an independent financial advisory firm that offers investment, insurance, and estate planning services.

Globcal International

Kentucky Trust Company

Crunchbase Website Twitter Facebook Linkedin

Kentucky Trust Company is a financial firm that provides wealth and retirement solutions.

Globcal International

The Bank of Kentucky

Crunchbase Website Twitter Facebook Linkedin

The Bank of Kentucky, Inc. operates 33 branch locations in the Northern Kentucky counties of Boone.

Globcal International

Wicker Strategic Wealthcare Group

Crunchbase Website Twitter Facebook Linkedin

Wicker Strategic Wealthcare Group is a financial firm that offers taxation, estate planning, wealth planning, & accounting services.

Globcal International

Moffit & Company

Crunchbase Website Twitter Facebook Linkedin

Moffit & Company offers a broad range of accounting, wealth management and business consulting services to individual and businesses.

Globcal International

Warren Wealth Management & Tax Planning

Crunchbase Website Twitter Facebook Linkedin

Warren Wealth Management & Tax Planning offers financial services such as investment, wealth management, retirement and tax planning.

Globcal International

Community Trust and Investment Company

Crunchbase Website Twitter Facebook Linkedin

Community Trust and Investment Company offers a variety of investment services.

Globcal International

Kentucky Planning Partners

Crunchbase Website Twitter Facebook Linkedin

Kentucky Planning Partners is a financial planning and wealth management firm.

Globcal International

Breidenbach Capital Consulting

Crunchbase Website Twitter Facebook Linkedin

Breidenbach Capital Consulting provides investment advisory, wealth management, retirement planning and project consulting services.

Globcal International

United Cumberland Bank

Crunchbase Website Twitter Facebook Linkedin

United Cumberland Bank provides personal, business banking and lending services while also offering online banking services.

Globcal International

Mather & Co

Crunchbase Website Twitter Facebook Linkedin

Mather & Co specializes in tax planning and preparation, accounting, audit, business consulting and wealth management services.

Globcal International

Wealth Management of Kentucky

Crunchbase Website Twitter Facebook Linkedin

Wealth Management of Kentucky is a financial advising firm that provides investment management and strategic wealth planning services.

Globcal International

Saling Wealth Advisors

Crunchbase Website Twitter Facebook Linkedin

Saling Wealth Advisors is a full-service wealth advisory firm.

Globcal International

Logan Lavelle Hunt

Crunchbase Website Twitter Facebook Linkedin

Logan Lavelle Hunt is an insurance and wealth management company.

Globcal International

Bank of Clarkson

Crunchbase Website Twitter Facebook Linkedin

Bank of Clarkson specializes in personal banking, business, loan information and wealth management services.

Globcal International

Joule Financial

Crunchbase Website Twitter Facebook Linkedin

Joule Financial provides financial, wealth, and investment management services.

Globcal International

Athlete Essentials

Crunchbase Website Twitter Facebook Linkedin

Athlete Essentials provides wealth management, tax planning, and business management 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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