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45 Best Minnesota Based Wealth Management Startups and Companies 2021

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

Data sourced from Crunchbase and SemRush.

Wealth Enhancement Group

Wealth Enhancement Group

Crunchbase Website Twitter Facebook Linkedin

wealth Enhancement Group offering comprehensive and customized financial planning and investment management services.

U.S. Bancorp

U.S. Bancorp

Crunchbase Website Twitter Facebook Linkedin

U.S. Bancorp is a financial holding company, offers banking, investment, mortgage, trust, and payment services and products for its clients

U.S. Bancorp

Ameriprise Financial

Crunchbase Website Twitter Facebook Linkedin

Ameriprise Financial is a financial services company that provides financial planning, products, and services.

U.S. Bancorp

BerganKDV

Crunchbase Website Twitter Facebook Linkedin

BerganKDV is a CPA firm and professional services company.

U.S. Bancorp

Stonebridge Capital Advisors

Crunchbase Website Twitter Facebook Linkedin

Stonebridge Capital Advisors provides asset management and capital advisory services to insurance companies.

U.S. Bancorp

Marquette Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Marquette Wealth Management is wealth management that provides retirement planning, income tax planning, and trustee services.

U.S. Bancorp

Great Waters Financial

Crunchbase Website Twitter Facebook Linkedin

Great Waters Financial specializes in providing financial planning and strategic retirement solutions to pre-retirees and retirees.

U.S. Bancorp

Mount Yale Capital Group

Crunchbase Website Twitter Facebook Linkedin

Mount Yale Capital Group offers investment advisory and wealth management services.

U.S. Bancorp

Solidity Financial

Crunchbase Website Twitter Facebook Linkedin

Solidity Financial is a wealth management firm.

U.S. Bancorp

Sweet Financial Services

Crunchbase Website Twitter Facebook Linkedin

Sweet Financial Services offers wealth management, retirement, and financial planning services.

U.S. Bancorp

Guardian Wealth Advisors

Crunchbase Website Twitter Facebook Linkedin

Guardian Wealth Advisors is a wealth management firm that offers investment strategies, assessment development and communication services.

U.S. Bancorp

Walleye Capital

Crunchbase Website Twitter Facebook Linkedin

Walleye Capital provides tailored investment strategies, hedge funds, risk management and wealth management advisory services.

U.S. Bancorp

JNBA Financial Advisors

Crunchbase Website Twitter Facebook Linkedin

JNBA Financial Advisors is a wealth management firm that deals in financial planning and asset management with a client-centric approach.

U.S. Bancorp

Woodbury Financial

Crunchbase Website Twitter Facebook Linkedin

Woodbury Financial is a leading wealth management firm.

U.S. Bancorp

Jwa Financial

Crunchbase Website Twitter Facebook Linkedin

Jwa Financial is an investment company that provides information and advice on financial planning and retirement income to elders.

U.S. Bancorp

Moller Financial Services

Crunchbase Website Twitter Facebook Linkedin

Moller Financial Services is a consulting firm that provides advice on wealth and risk management for private individuals and businesses.

U.S. Bancorp

With Integrity Wealth Management

Crunchbase Website Twitter Facebook Linkedin

With Integrity Wealth Management focuses on retirement income planning.

U.S. Bancorp

Schwarz Dygos Wheeler Investment Advisors

Crunchbase Website Twitter Facebook Linkedin

Schwarz Dygos Wheeler Investment Advisors offers wealth management and investment advice services.

U.S. Bancorp

Counsel Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Counsel Wealth Management provides retirement planning, investment management, estate planning, insurance and financial planning services.

U.S. Bancorp

Summit Financial Advisors

Crunchbase Website Twitter Facebook Linkedin

Summit Financial Advisors provides retirement, investment, estate planning, taxation, financial management and business consulting services.

U.S. Bancorp

Dunnavan & Co.

Crunchbase Website Twitter Facebook Linkedin

Dunnavan & Co. is an investment management firm that offers portfolio management to high net worth individuals, families, and institutions.

U.S. Bancorp

Jablonski Madill

Crunchbase Website Twitter Facebook Linkedin

Jablonski Madill provides retirement and tax planning services along with investment management solutions.

U.S. Bancorp

Summit Wealth Advocates

Crunchbase Website Twitter Facebook Linkedin

Summit Wealth Advocates is a financial advisory firm that deals with tax planning, investment strategy, accounting and wealth management.

U.S. Bancorp

Palisade

Crunchbase Website Twitter Facebook Linkedin

Palisade provides investment management and wealth advisory services to its client.

U.S. Bancorp

Carpenter, Evert & Associates

Crunchbase Website Twitter Facebook Linkedin

Carpenter, Evert & Associates is an accounting firm that specializes in accounting and tax audit assurance.

U.S. Bancorp

The Capital Advisory Group

Crunchbase Website Twitter Facebook Linkedin

The Capital Advisory Group provides advisory services for retirement plans and pensions with wealth management and planning services.

U.S. Bancorp

Wealthy Trades

Crunchbase Website Twitter Facebook Linkedin

Online Stock Trading Data and Prediction Tool

U.S. Bancorp

Advanced Wealth Management Group

Crunchbase Website Twitter Facebook Linkedin

Advanced Wealth Management Group focuses on investment management, retirement, financial planning, tax and estate planning.

U.S. Bancorp

BGM Wealth Partners

Crunchbase Website Twitter Facebook Linkedin

BGM Wealth Partners is an investment firm that specializes in wealth management, financial and retirement planning solutions.

U.S. Bancorp

Condon Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Condon Wealth Management is an independent registered investment advisory firm providing objective financial advice & personalized service.

U.S. Bancorp

Okabena

Crunchbase Website Twitter Facebook Linkedin

Okabena provides integrated investment and wealth management solutions to individuals

U.S. Bancorp

Bane O’Leary

Crunchbase Website Twitter Facebook Linkedin

Bane O’Leary is a wealth management services provider company.

U.S. Bancorp

Priebe Wealth

Crunchbase Website Twitter Facebook Linkedin

Priebe Wealth provides wealth management, insurance planning, wealth advisors, and retirement planning services.

U.S. Bancorp

Rudin & Rubin Financial Group

Crunchbase Website Twitter Facebook Linkedin

Rudin & Rubin Financial Group is a financial solutions firm that offers asset, risk and wealth management services.

U.S. Bancorp

Cahill Financial Advisors

Crunchbase Website Twitter Facebook Linkedin

Cahill Financial Advisors is a consultancy that offers an extensive range of financial planning, taxation and wealth management solutions.

U.S. Bancorp

Discipline Advisors

Crunchbase Website Twitter Facebook Linkedin

DAI is a wealth management firm that advocates for clients at every opportunity and strives to deliver focused advice and valuable guidance.

U.S. Bancorp

Hemingway Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Hemingway Wealth Management specializes in investment management, estate, wealth transfer, insurance & business suite planning services.

U.S. Bancorp

Sandvold Financial Group

Crunchbase Website Twitter Facebook Linkedin

Sandvold Financial Group provides investment management and financial planning services.

U.S. Bancorp

APD Wealth Management

Crunchbase Website Twitter Facebook Linkedin

APD Wealth Management is a consulting firm offering client portfolio design, estate preparation, education and retirement planning services.

U.S. Bancorp

Trujillo Services

Crunchbase Website Twitter Facebook Linkedin

Trujillo Services specializes in audits, bookkeeping, retirement planning, accounting, payroll and tax management services.

U.S. Bancorp

UHY Crossleys

Crunchbase Website Twitter Facebook Linkedin

UHY Crossleys offers taxation, auditing, wealth protection, litigation, forensic accounting, company formation and administration services.

U.S. Bancorp

Crocker Claims Service

Crunchbase Website Twitter Facebook Linkedin

Crocker Claims Service deals with insurance covering property, casualty and catastrophe claims adjustment.

U.S. Bancorp

Capital Street

Crunchbase Website Twitter Facebook Linkedin

Capital Street provides wealth management, financial planning, retirement planning, tax, insurance and advisory services.

U.S. Bancorp

AIS Planning

Crunchbase Website Twitter Facebook Linkedin

AIS Planning is a financial planning and wealth management company.

U.S. Bancorp

Split Rock Private Trading

Crunchbase Website Twitter Facebook Linkedin

Split Rock Private Trading is a Registered Investment Advisor that manages investment portfolios on a discretionary basis.

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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