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41 Best Wisconsin Based Wealth Management Startups and Companies 2021

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

Data sourced from Crunchbase and SemRush.

CountAbout

CountAbout

Crunchbase Website Twitter Facebook Linkedin

CountAbout designs and develops online personal financial management solutions.

Simply Solutions

Simply Solutions

Crunchbase Website Twitter Facebook Linkedin

Simply Solutions is a privately held company founded in 2011 in Janesville, WI USA.

Simply Solutions

Artisan Partners

Crunchbase Website Twitter Facebook Linkedin

Artisan Partners is a global investment management firm.

Simply Solutions

Robert W. Baird’s Baird Funds

Crunchbase Website Twitter Facebook Linkedin

Baird Funds is doing investment management business with institutional and individual investors with more than $28 billion in assets.

Simply Solutions

1492 Capital Management

Crunchbase Website Twitter Facebook Linkedin

1492 Capital Management offers a wealth management advisory service.

Simply Solutions

Collar Capital Management

Crunchbase Website Twitter Facebook Linkedin

Collar Capital is a financial advisory firm that offers retirement funds, investment planning, wealth, portfolio & risk management services.

Simply Solutions

Hometown Bank

Crunchbase Website Twitter Facebook Linkedin

Hometown Bank provides personal banking, business banking, loans, mortgages, online banking, wealth and treasury management services.

Simply Solutions

Orgel Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Orgel Wealth Management is an investment and financial advisory service provider company.

Simply Solutions

McCarthy Grittinger Financial Group

Crunchbase Website Twitter Facebook Linkedin

McCarthy Grittinger Financial Group offers investment advisory and financial planning services.

Simply Solutions

Silver Leaf Investment Advisors

Crunchbase Website Twitter Facebook Linkedin

Silver Leaf Investment Advisors is an independent, fiduciary asset management, wealth management, retirement and financial planning firm.

Simply Solutions

Marietta Investment Partners

Crunchbase Website Twitter Facebook Linkedin

Marietta Investment Partners is an investment advisory firm that provides wealth and portfolio management solutions.

Simply Solutions

ACC-U-Rite Tax Service

Crunchbase Website Twitter Facebook Linkedin

ACC-U-Rite Tax Service offers a wide range of financial services like accounting, tax preparation, and wealth management.

Simply Solutions

The Suby Group

Crunchbase Website Twitter Facebook Linkedin

The Suby Group offers taxation, retirement, estate planning, payroll, audits, bookkeeping and wealth management services for restaurants.

Simply Solutions

Andaloro, Smith & Krueger

Crunchbase Website Twitter Facebook Linkedin

Andaloro, Smith & Krueger specializes in tax panning, QuickBooks, auditing and payroll services for businesses and individuals.

Simply Solutions

Royal Bank

Crunchbase Website Twitter Facebook Linkedin

Royal Bank is a provider of banking services.

Simply Solutions

Promontory Point Capital

Crunchbase Website Twitter Facebook Linkedin

Promontory Point Capital is an investment banking boutique with a focus on privately-held businesses located in the Midwest.

Simply Solutions

Reinhart Partners

Crunchbase Website Twitter Facebook Linkedin

Reinhart Partners is an investment management company that provides financial services to institutions and high net-worth individuals.

Simply Solutions

Capital Market Consultants

Crunchbase Website Twitter Facebook Linkedin

Capital Market Consultants provides wealth management and financial services.

Simply Solutions

Linden Investment Advisors

Crunchbase Website Twitter Facebook Linkedin

Linden Investment Advisors provides insurance, investment consultancy, advisory, wealth management and tax services.

Simply Solutions

Windward Wealth Strategies

Crunchbase Website Twitter Facebook Linkedin

Windward Wealth Strategies offers retirement planning, financial planning, wealth management, and institutional investing services.

Simply Solutions

Access Investment Advisors

Crunchbase Website Twitter Facebook Linkedin

Access Investment Advisors specializes in wealth management, investment management, financial planning and consulting.

Simply Solutions

Unity Bank

Crunchbase Website Twitter Facebook Linkedin

Unity Bank offers a range of personal, agriculture and business banking products along with online banking and wealth management services.

Simply Solutions

Heck Capital Advisors

Crunchbase Website Twitter Facebook Linkedin

Heck Capital Advisors offers extensive tailored investment management, advice and financial guidance to achieve client’s financial goals.

Simply Solutions

Cleary Gull Advisors

Crunchbase Website Twitter Facebook Linkedin

Cleary Gull Advisors offers RIA and wealth management services.

Simply Solutions

Buska Retirement Solutions

Crunchbase Website Twitter Facebook Linkedin

Buska Retirement Solutions offers retirement income planning, financial, social security optimization and wealth management services.

Simply Solutions

Trutina Financial

Crunchbase Website Twitter Facebook Linkedin

Trutina Financial is an investment advisor firm.

Simply Solutions

H.C. Denison

Crunchbase Website Twitter Facebook Linkedin

H.C. Denison is a financial solutions firm that provides investment, taxation, consultation and wealth management services.

Simply Solutions

Winch Financial

Crunchbase Website Twitter Facebook Linkedin

Winch Financial offers wealth management, risk management, insurance, retirement & education planning, tax planning & preparation services.

Simply Solutions

Jasen Wealth Advisors

Crunchbase Website Twitter Facebook Linkedin

Jasen Wealth Advisors provides pension plans, annuities, insurance, taxation, mortgages, retirement planning & financial advisory services.

Simply Solutions

McLeod Financial Services

Crunchbase Website Twitter Facebook Linkedin

McLeod Financial Services is a financial planning firm that helps with retirement, investment, money management and debt management.

Simply Solutions

Denali Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Denali Wealth Management is a financial consultancy that offers investment opportunities for individual and corporate retirement plans.

Simply Solutions

Legacy Advisor Network

Crunchbase Website Twitter Facebook Linkedin

Legacy Advisor Network is a wealth management and estate planner company.

Simply Solutions

Lewis & Clark Advisors

Crunchbase Website Twitter Facebook Linkedin

Lewis & Clark Advisors provides wealth management, retirement modeling, asset evaluation, and investment services.

Simply Solutions

AMP Wealth Management

Crunchbase Website Twitter Facebook Linkedin

AMP Wealth Management is part of the financial service industry and provides investment, wealth management & retirement plans to clients.

Simply Solutions

High Point Capital Group

Crunchbase Website Twitter Facebook Linkedin

High Point Capital Group offers financial planning and wealth management services.

Simply Solutions

Shakespeare Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Shakespeare Wealth Management provides wealth & asset management services.

Simply Solutions

Equity Enterprises

Crunchbase Website Twitter Facebook Linkedin

Equity Enterprises provides wealth management, financial, consulting, advice, taxation, estate and retirement planning services.

Simply Solutions

Sadoff Investment Management

Crunchbase Website Twitter Facebook Linkedin

Sadoff Investment Management is an advisory firm that focuses on investing in individual stocks and bonds.

Simply Solutions

Strosahl CPAs & Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Strosahl CPAs & Wealth Management practices in accounting, cash flow, wealth management, payroll, succession and tax planning services.

Simply Solutions

Ringenberg Financial Group

Crunchbase Website Twitter Facebook Linkedin

Ringenberg Financial Group provides personalized wealth management services on the shores of lake superior.

Simply Solutions

iSectors

Crunchbase Website Twitter Facebook Linkedin

iSectors is an ETF investment strategist that provides investment management and financial planning & 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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