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57 Best Chicago Based Wealth Management Startups and Companies 2021

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

Data sourced from Crunchbase and SemRush.

Envestnet

Envestnet

Crunchbase Website Twitter Facebook Linkedin

Envestnet is a provider of technology-enabled investment and practice management solutions to financial advisors.

HighTower Advisors

HighTower Advisors

Crunchbase Website Twitter Facebook Linkedin

HighTower is a financial services company providing solutions for high-net-worth and institutional clients.

HighTower Advisors

Citadel

Crunchbase Website Twitter Facebook Linkedin

Citadel is a financial services company offering a comprehensive range of wealth management services to individuals.

HighTower Advisors

M1 Finance

Crunchbase Website Twitter Facebook Linkedin

M1 Finance provides a free platform to enable people to manage and grow their money with control and automation.

HighTower Advisors

MB Financial

Crunchbase Website Twitter Facebook Linkedin

MB Financial was founded in 1911

HighTower Advisors

Northern Trust

Crunchbase Website Twitter Facebook Linkedin

Northern Trust is a global leader in delivering innovative investment management, asset and fund administration, fiduciary and banking.

HighTower Advisors

Ziegler

Crunchbase Website Twitter Facebook Linkedin

Ziegler is a full-service, specialty investment firm and broker-dealer. We provide investment banking, sales & trading.

HighTower Advisors

Oranj

Crunchbase Website Twitter Facebook Linkedin

Oranj provides wealth managers with digital advice tools to enhance the client experience and connect with and convert more prospects.

HighTower Advisors

LaSalle Investment Management

Crunchbase Website Twitter Facebook Linkedin

LaSalle Investment Management operates as a global real estate investment manager.

HighTower Advisors

GeoWealth, LLC

Crunchbase Website Twitter Facebook Linkedin

GeoWealth is an end-to-end technology platform and turnkey model marketplace.

HighTower Advisors

Genivity

Crunchbase Website Twitter Facebook Linkedin

Genivity is a platform that tracks and predicts family health risks to help financial advisors better serve their clients.

HighTower Advisors

Segall Bryant & Hamill

Crunchbase Website Twitter Facebook Linkedin

Segall Bryant & Hamill is an independent, employee-owned partnership located in Chicago, Illinois.

HighTower Advisors

David A. Noyes & Co

Crunchbase Website Twitter Facebook Linkedin

They specialize in building long-term plans for wealth management with carefully constructed portfolios based on meaningful conversations.

HighTower Advisors

Family Office Exchange

Crunchbase Website Twitter Facebook Linkedin

FOX is a membership-based advisory firm that provides research, education, and advice to 500+ members in 22 countries.

HighTower Advisors

Arete Wealth

Crunchbase Website Twitter Facebook Linkedin

Arete Wealth is a full-service Broker-Dealer (BD), Registered Investment Advisor (RIA) and Insurance firm.

HighTower Advisors

Duff & Phelps Investment Management

Crunchbase Website Twitter Facebook Linkedin

Duff & Phelps Investment Management is a financial advisory firm that delivers investment management services to institutions.

HighTower Advisors

Vivaldi Capital Management

Crunchbase Website Twitter Facebook Linkedin

Vivaldi Capital Management is a wealth and investment management firm.

HighTower Advisors

Mid-Continent Capital

Crunchbase Website Twitter Facebook Linkedin

Mid-Continent Capital is an investment consulting firm that specializes in the management of equity and fixed income portfolios.

HighTower Advisors

Kovitz

Crunchbase Website Twitter Facebook Linkedin

Kovitz provides a range of asset management and financial advisory strategies to individuals, institutions and financial professionals.

HighTower Advisors

Wealthsite

Crunchbase Website Twitter Facebook Linkedin

Wealthsite provides wealth management, advice, consulting, investment and financial services.

HighTower Advisors

Chicago Partners Wealth Advisor

Crunchbase Website Twitter Facebook Linkedin

Chicago Partners Wealth Advisor provides investment management, financial planning, tax support and private banking services to businesses.

HighTower Advisors

Altair Advisers

Crunchbase Website Twitter Facebook Linkedin

Altair Advisers specializes in investment management, financial planning, wealth management and client education services.

HighTower Advisors

John R. Waters & Company

Crunchbase Website Twitter Facebook Linkedin

John R. Waters & Company is an accounting firm that deals with corporate tax, business consultancy and wealth management.

HighTower Advisors

Pekin Hardy Strauss Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Pekin Hardy Strauss Wealth Management is a leading independent investment adviser that offers wealth management services.

HighTower Advisors

Zabana Technologies

Crunchbase Website Twitter Facebook Linkedin

A FinTech development firm that incubates and monetizes cutting-edge, analytics-intense solutions for the financial sector

HighTower Advisors

Harrison and Held

Crunchbase Website Twitter Facebook Linkedin

Harrison & Held is an independent boutique firm that provides exceptional service and value to our clients by focusing on core strengths.

HighTower Advisors

Aegea Capital

Crunchbase Website Twitter Facebook Linkedin

Aegea Capital offers intuitive solutions to gain sustainable performance & stringent risk management in the alternative investment industry.

HighTower Advisors

South Loop CPA

Crunchbase Website Twitter Facebook Linkedin

South Loop CPA is a boutique Certified Public Accounting firm that provides personalized accounting, tax, and wealth management services.

HighTower Advisors

Total Clarity Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Total Clarity Wealth Management engages in investment management advisory, financial, estate, business, 401K & retirement planning services.

HighTower Advisors

Tetley Investments

Crunchbase Website Twitter Facebook Linkedin

Tetley Investments is a full-service, independent financial advisory firm that only answers to you, making investments interesting.

HighTower Advisors

The Family Wealth Alliance

Crunchbase Website Twitter Facebook Linkedin

The Family Wealth Alliance connects the multifamily wealth community.

HighTower Advisors

Monere Investments

Crunchbase Website Twitter Facebook Linkedin

Monere Investments delivers financial services such as investments, wealth management and financial planning.

HighTower Advisors

IHT Wealth Management

Crunchbase Website Twitter Facebook Linkedin

IHT Wealth Management provides highly individualized client service and focuses on offering financial solutions.

HighTower Advisors

Cutrara & Company

Crunchbase Website Twitter Facebook Linkedin

Cutrara & Company provides financial reporting, internal auditing, tax preparation, wealth planning, accounting and consulting services.

HighTower Advisors

Wealth Strategist Partners

Crunchbase Website Twitter Facebook Linkedin

Wealth Strategist Partners provides investment and wealth management advisory services to families and individuals.

HighTower Advisors

XLazz

Crunchbase Website Twitter Facebook Linkedin

XLazz is developing and selling 3D watch and VR,AR wearable glass.

HighTower Advisors

Quantum Capital Investments

Crunchbase Website Twitter Facebook Linkedin

Quantum Capital Investments is a consulting firm that provides financial and wealth management services.

HighTower Advisors

Aaron Wealth Advisors

Crunchbase Website Twitter Facebook Linkedin

We are a registered independent advisory firm dedicated to helping individuals, families, and family offices manage their wealth.

HighTower Advisors

Chesley, Taft & Associates

Crunchbase Website Twitter Facebook Linkedin

Chesley, Taft & Associates is an investment management firm that offers retirement plans, portfolio management and financial services.

HighTower Advisors

Lowery Asset Consulting

Crunchbase Website Twitter Facebook Linkedin

Lowery Asset Consulting provides services in investment & wealth management, retirement benefits and consulting.

HighTower Advisors

Equity Armor Investments

Crunchbase Website Twitter Facebook Linkedin

Equity Armor Investments provides investment strategies along with wealth management advisory services for retail & financial institutions.

HighTower Advisors

InterOcean Capital

Crunchbase Website Twitter Facebook Linkedin

InterOcean Capital is a wealth management firm that enhances portfolio efficiency and stays committed to financial plans during the crisis.

HighTower Advisors

Clune & Associates

Crunchbase Website Twitter Facebook Linkedin

Clune & Associates is providing wealth management services to individuals, families, and small institutions.

HighTower Advisors

Urban Financial Advisory

Crunchbase Website Twitter Facebook Linkedin

Urban Financial is an independent financial planning & investment advisory firm which offers clients a comprehensive planning services.

HighTower Advisors

Link Biz Solutions

Crunchbase Website Twitter Facebook Linkedin

Link Biz Solutions specializes in tax, accounting, estate and business planning services for small businesses.

HighTower Advisors

Greenridge Global

Crunchbase Website Twitter Facebook Linkedin

Greenridge Global provides services in investment management & sales, equity research, market research and consulting.

HighTower Advisors

Elementrade

Crunchbase Website Twitter Facebook Linkedin

Customer-Focused Hybrid Wealth Management Firm

HighTower Advisors

Grey Street Capital

Crunchbase Website Twitter Facebook Linkedin

Grey Street Capital is an investment management services providing firm.

HighTower Advisors

Najarian Family Office

Crunchbase Website Twitter Facebook Linkedin

Najarian Family Office offers wealth management, asset management, and financial planning services.

HighTower Advisors

Greenrock Research, Inc.

Crunchbase Website Twitter Facebook Linkedin

Greenrock Research, Inc. provides specialized research and customized investment solutions that solve clients’ needs.

HighTower Advisors

Ziegler Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Ziegler Wealth Management provides wealth services.

HighTower Advisors

Mcmillin Financial Advisors

Crunchbase Website Twitter Facebook Linkedin

Mcmillin Financial Advisors is a diligent and disciplined investment management company located in Chicago.

HighTower Advisors

Financial Solutions Advisory Group

Crunchbase Website Twitter Facebook Linkedin

Financial Solutions Advisory Group engages in financial planning and wealth management services.

HighTower Advisors

ChameleonTrade

Crunchbase Website Twitter Facebook Linkedin

Groundbreaking Robo-Advising & Wealth Management Solution

HighTower Advisors

Ziv Investment Company

Crunchbase Website Twitter Facebook Linkedin

Ziv Investment Company is an Investment Firm with primary focus on individual and institutional wealth management strategies.

HighTower Advisors

Silver Step

Crunchbase Website Twitter Facebook Linkedin

Silver Step educates new financial consumers on the basics of wealth management

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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