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51 Best Maryland Based Wealth Management Startups and Companies 2021

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

Data sourced from Crunchbase and SemRush.

Facet Wealth

Facet Wealth

Crunchbase Website Twitter Facebook Linkedin

Facet Wealth is a provider of financial and wealth management services used to simplify the financial planning process.

Kendall Capital

Kendall Capital

Crunchbase Website Twitter Facebook Linkedin

Kendall Capital is a financial service firm that provides a complete fiduciary financial planning and investment management services.

Kendall Capital

Brown Capital Management

Crunchbase Website Twitter Facebook Linkedin

Brown Capital Management is an investment management firm that offers many types of financial products and services to its clients.

Kendall Capital

Harford Financial Group

Crunchbase Website Twitter Facebook Linkedin

Harford Financial Group is an independent wealth management firm.

Kendall Capital

Horan Capital Management

Crunchbase Website Twitter Facebook Linkedin

Horan Capital Management is an investment management and financial advisory firm.

Kendall Capital

Scarborough Capital Management

Crunchbase Website Twitter Facebook Linkedin

Scarborough Capital Management provides financial planning and wealth management services.

Kendall Capital

StratWealth

Crunchbase Website Twitter Facebook Linkedin

StratWealth is a wealth management firm that serves families and retirement plans.

Kendall Capital

Prime Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Prime Wealth Management is a financial service firm that helps people to achieve their financial goals.

Kendall Capital

Sandbox Financial Partners

Crunchbase Website Twitter Facebook Linkedin

Registered Investment Advisors, Fiduciary, Wealth Management, Financial Planning, Retirement

Kendall Capital

Collins Investment Group, LLC

Crunchbase Website Twitter Facebook Linkedin

Collins Investment Group seeks to build life-long investment relationships on a foundation of trust and client satisfaction.

Kendall Capital

First Financial Federal Credit Union

Crunchbase Website Twitter Facebook Linkedin

First Financial Federal Credit Union offers accounting services such as loans, credit cards, checking accounts and online banking services.

Kendall Capital

Berman McAleer

Crunchbase Website Twitter Facebook Linkedin

Berman McAleer deals with wealth management, risk management, financial planning and cash flow management.

Kendall Capital

FBB Capital Partners

Crunchbase Website Twitter Facebook Linkedin

FBB Capital Partners expertise in investment, wealth, risk management, retirement, financial planning, monitoring and advisory services.

Kendall Capital

Bridgemark Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Bridgemark Wealth Management provides wealth management, retirement planning, and financial services.

Kendall Capital

Strategic Retirement Partners

Crunchbase Website Twitter Facebook Linkedin

Strategic Retirement Partners is a retirement plan consulting services firm that advises on plans representing retirement aspirations.

Kendall Capital

CFS

Crunchbase Website Twitter Facebook Linkedin

CFS offers financial services such as financial planning, tax, insurance and wealth management solutions.

Kendall Capital

FAI Wealth Management

Crunchbase Website Twitter Facebook Linkedin

FAI Wealth Management provides financial planning and investment management services.

Kendall Capital

Shrier Associates

Crunchbase Website Twitter Facebook Linkedin

Shrier Associates concentrate on our clients long-term financial targets, short-term returns, or the new hot stocks and mutual funds.

Kendall Capital

Shapiro Tax Consultant

Crunchbase Website Twitter Facebook Linkedin

Shapiro Tax Consultant provides end to end tax-related solution and services to individuals and businesses.

Kendall Capital

Jacques Financial

Crunchbase Website Twitter Facebook Linkedin

Jacques Financial is family owned and operated by three generations of Certified Public Accountants, financial advisors.

Kendall Capital

IRS Compliance

Crunchbase Website Twitter Facebook Linkedin

IRS Compliance is an organization that offers managed services, reporting & filing with the IRS, notices and tax payments.

Kendall Capital

Potomac Wealth Advisors

Crunchbase Website Twitter Facebook Linkedin

Potomac Wealth Advisors offers financial advice, insurance strategies, tax and estate planning for executives and business owners.

Kendall Capital

InvestOne

Crunchbase Website Twitter Facebook Linkedin

InvestOne is a dynamic firm that offers its clientele a complete range of services within asset and wealth management.

Kendall Capital

Stratus Wealth Advisors

Crunchbase Website Twitter Facebook Linkedin

Stratus Wealth Advisors specializes in financial planning, investment management, wealth management and consulting services.

Kendall Capital

CovingtonAlsina

Crunchbase Website Twitter Facebook Linkedin

CovingtonAlsina is a financial planning firm based in Annapolis.

Kendall Capital

Seventy2 Capital

Crunchbase Website Twitter Facebook Linkedin

Seventy2 Capital offers a spectrum of financial services to that helps in accumulating assets, business growth and retirement planning.

Kendall Capital

Greenspring Advisors

Crunchbase Website Twitter Facebook Linkedin

Greenspring Advisors provides comprehensive financial planning, wealth management and investment advisory services to its clients.

Kendall Capital

The Prosperity Consulting Group LLC

Crunchbase Website Twitter Facebook Linkedin

The Prosperity Consulting Group, LLC is a Wealth Management Company dedicated to providing objective financial planning services.

Kendall Capital

Money Plans

Crunchbase Website Twitter Facebook Linkedin

Money Plans is an advisory firm that specializes in financial planning, senior living planning and wealth management services.

Kendall Capital

Retirement & Investment

Crunchbase Website Twitter Facebook Linkedin

Retirement & Investment is a financial company that delivers strategies to enhance business growth for organizations.

Kendall Capital

Burt Wealth Advisors

Crunchbase Website Twitter Facebook Linkedin

Burt Wealth Advisors is an independent, boutique wealth management firm based in Rockville, MD.

Kendall Capital

Hillman Capital Management

Crunchbase Website Twitter Facebook Linkedin

Hillman Capital Management offers portfolio management services and investment advisors.

Kendall Capital

Lafayette Investments

Crunchbase Website Twitter Facebook Linkedin

Lafayette Investments is an investment management firm that provides asset and wealth management, financial planning services to clients.

Kendall Capital

Bridgett, Mock & Associates

Crunchbase Website Twitter Facebook Linkedin

Bridgett, Mock & Associates specializes in accounting, cash flow management, auditing, business valuation, payroll and taxation services.

Kendall Capital

Fresh Start Tax & Accounting

Crunchbase Website Twitter Facebook Linkedin

Fresh Start Tax & Accounting renders payroll, taxation, Quickbooks, financial planning and business advisory services to various industries.

Kendall Capital

Kramer Wealth Managers

Crunchbase Website Twitter Facebook Linkedin

Kramer Wealth Managers renders wealth management, insurance strategy, estate design, retirement saving, tax & income planning services.

Kendall Capital

Kepler Sports Management

Crunchbase Website Twitter Facebook Linkedin

Kepler Sports Management is a global wealth management company with full-service solutions designed specifically for professional athletes.

Kendall Capital

Chesapeake Financial Advisors

Crunchbase Website Twitter Facebook Linkedin

Chesapeake Financial Advisors offers financial, retirement, tax preparation, investment and wealth management services.

Kendall Capital

Moag and Company

Crunchbase Website Twitter Facebook Linkedin

Moag & Company is an investment banking and advising firm.

Kendall Capital

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.

Kendall Capital

Mundial Consulting

Crunchbase Website Twitter Facebook Linkedin

Mundial Consulting offers financial consulting, verbal translation and mobile signing services.

Kendall Capital

Christopher Dillon CPA

Crunchbase Website Twitter Facebook Linkedin

Christopher Dillon CPA is an accounting firm that offers estate planning, payroll, taxation, business advisory & wealth management services.

Kendall Capital

WMS Advisors

Crunchbase Website Twitter Facebook Linkedin

WMS Advisors is a financial services company that provides investment and wealth management services.

Kendall Capital

Oustider Club

Crunchbase Website Twitter Facebook Linkedin

Outsider Club is a libertarian investment community that brings together people who want to manage their finances and protect themselves.

Kendall Capital

Hull Company Accountants

Crunchbase Website Twitter Facebook Linkedin

Hull Company Accountants is a part of the accounting service industry that offers financial, estate planning, business and tax services.

Kendall Capital

The Ellerson Group, Inc.

Crunchbase Website Twitter Facebook Linkedin

The Ellerson Group, Inc. is an independent investment advisory and asset management company based in Annapolis, Maryland.

Kendall Capital

J. Clark Lee

Crunchbase Website Twitter Facebook Linkedin

J. Clark Lee is an accounting firm that offers taxation, accounting and guidance for financial and business needs.

Kendall Capital

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.

Kendall Capital

BNB Wealth Management

Crunchbase Website Twitter Facebook Linkedin

BNB Wealth Management provides IRA rollovers, advisory, life insurance, charitable giving, financial, retirement & estate planning services.

Kendall Capital

Brightworks Wealth Management

Crunchbase Website Twitter Facebook Linkedin

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

Kendall Capital

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.

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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