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58 Best San Francisco Based Wealth Management Startups and Companies 2021

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

Data sourced from Crunchbase and SemRush.

SoFi

SoFi

Crunchbase Website Twitter Facebook Linkedin

SoFi is a finance company that offers a range of lending and wealth management services.

Secfi

Secfi

Crunchbase Website Twitter Facebook Linkedin

Secfi works with startup employees and founders to provide equity planning and stock option financing.

Secfi

The Beans

Crunchbase Website Twitter Facebook Linkedin

The Beans offers a software application platform that creates personalized cash flow plans designed for its users.

Secfi

Human Interest

Crunchbase Website Twitter Facebook Linkedin

Human Interest is a 401(k) provider that helps employees of small and medium-sized businesses save for retirement.

Secfi

Boast.AI

Crunchbase Website Twitter Facebook Linkedin

Boast.AI is a tool designed to automate R&D tax credit-based financing for startups.

Secfi

Lendtable

Crunchbase Website Twitter Facebook Linkedin

Lendtable provides income-constrained individuals with wealth-building cash advances.

Secfi

FarmTogether

Crunchbase Website Twitter Facebook Linkedin

FarmTogether is a technology-enabled farmland investment platform that allows direct ownership of institutional quality farmland.

Secfi

Harvest Savings & Wealth Technologies

Crunchbase Website Twitter Facebook Linkedin

Harvest Savings & Wealth Technologies is a provider of integrated savings and wealth solutions for the financial industry.

Secfi

MarketX

Crunchbase Website Twitter Facebook Linkedin

MarketX is an online investment platform reinventing investing for >1b people in Asia.

Secfi

CogniCor

Crunchbase Website Twitter Facebook Linkedin

The Leading AI Digital Assistant Platform for Financial Services

Secfi

BaseVenture

Crunchbase Website Twitter Facebook Linkedin

BaseVenture is an award-winning software company that develops solutions in the areas of financial reporting, data visualization, and more.

Secfi

RetireOne

Crunchbase Website Twitter Facebook Linkedin

RetireOne is the leading, independent platform for fee-based insurance solutions.

Secfi

TheBankCloud

Crunchbase Website Twitter Facebook Linkedin

TheBankCloud offers digital banking, allowing banks and other financial institutions to deploy mobile technology in serving their customers.

Secfi

True Capital Management

Crunchbase Website Twitter Facebook Linkedin

True Capital Management is a multi-family office that offers business management and investment advisory services.

Secfi

MyVest

Crunchbase Website Twitter Facebook Linkedin

A financial technology pioneer, MyVest combines best practices in wealth management with with best-in-class technology.

Secfi

simplifund

Crunchbase Website Twitter Facebook Linkedin

Simplifying alternative investments. A data-driven diversification tool for wealth advisers.

Secfi

Prifina

Crunchbase Website Twitter Facebook Linkedin

Prifina is building tools that empower individuals to get superior value from their data; and user-centric data tools for developers.

Secfi

Blockchange

Crunchbase Website Twitter Facebook Linkedin

Blockchange is the digital asset investing platform for professional wealth managers.

Secfi

Macroaxis

Crunchbase Website Twitter Facebook Linkedin

Macroaxis is an online personalized investment management service providing software solutions for the financial services sector.

Secfi

Structural

Crunchbase Website Twitter Facebook Linkedin

Structural was founded by leaders in financial services and technology. Their approach to investment management is distinctly different

Secfi

Robertson Stephens

Crunchbase Website Twitter Facebook Linkedin

Our mission is to lead with our investment strategy and provide comprehensive solutions to our clients.

Secfi

Perigon Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Wealth Management and Something More

Secfi

Kwanti

Crunchbase Website Twitter Facebook Linkedin

Portfolio analytics for financial advisors

Secfi

Impact Labs Inc.

Crunchbase Website Twitter Facebook Linkedin

Empowering High Performance Wealth Mgt. with First-of-a-Kind Socially-Responsible Port-Generation Software. Socially-Selective℠ + Tax Smart

Secfi

Finaplex, Inc.

Crunchbase Website Twitter Facebook Linkedin

E-commerce software maker.

Secfi

BakerAvenue

Crunchbase Website Twitter Facebook Linkedin

BakerAvenue is a wealth management firm that specializes in retirement planning,eldercare,philanthropy and estate planning services.

Secfi

Caerus Investment Advisors

Crunchbase Website Twitter Facebook Linkedin

Caerus Investment Advisors is a fee only investment advisor that provides holistic wealth management solutions.

Secfi

SEISMIC CENTER ASAR

Crunchbase Website Twitter Facebook Linkedin

Seismic Center ASAR is a non-governmental organisation active in the field of research and development.

Secfi

NorthStar Systems International

Crunchbase Website Twitter Facebook Linkedin

NorthStar Systems International provides wealth management software solutions to financial services institutions.

Secfi

Catalyst Private Wealth

Crunchbase Website Twitter Facebook Linkedin

Catalyst Private Wealth is a wealth management and advisory firm for innovators and leaders in technology.

Secfi

OSBORNE PARTNERS Capital Management

Crunchbase Website Twitter Facebook Linkedin

OSBORNE PARTNERS Capital Management is delivering investment management and financial plannings.

Secfi

iCapRate

Crunchbase Website Twitter Facebook Linkedin

AngelList Syndicate for commercial real estate investment.

Secfi

Ashfield Capital Partners

Crunchbase Website Twitter Facebook Linkedin

Ashfield Capital Partners is a wealth management company that offers investment advisory, insurance services and retirement plans.

Secfi

Celenian Capital

Crunchbase Website Twitter Facebook Linkedin

Celenian Capital is investment management, research and financial services firm based in San Francisco.

Secfi

Seven Post Investment Office

Crunchbase Website Twitter Facebook Linkedin

Seven Post Investment Office provides customized investment strategies and wealth planning solutions with financial advisory services.

Secfi

Vernal Point

Crunchbase Website Twitter Facebook Linkedin

Vernal Point is a management-owned wealth advisory firm.

Secfi

Pillar6 Advisors

Crunchbase Website Twitter Facebook Linkedin

Pillar6 Advisors specializes in financial planning, insurance, asset management, financial advisory and wealth management services.

Secfi

Oakside Consulting Group

Crunchbase Website Twitter Facebook Linkedin

Oakside Consulting Group is a boutique San Diego-based firm dedicated to providing Salesforce solutions for investment firms.

Secfi

Leading Edge Investment Advisors

Crunchbase Website Twitter Facebook Linkedin

Leading Edge Investment Advisors is a company which provides US Equities, US Fixed Income, International Equity & Private Equity services.

Secfi

Legato Capital Management

Crunchbase Website Twitter Facebook Linkedin

Legato Capital Management specializes in wealth management, capital management and investment return solutions.

Secfi

ImpactAdvisor

Crunchbase Website Twitter Facebook Linkedin

ImpactAdvisor is an investment advisory company.

Secfi

Rand & Associates

Crunchbase Website Twitter Facebook Linkedin

Rand & Associates is an independent registered advisory firm dedicated to excellence in wealth management.

Secfi

Mission Creek

Crunchbase Website Twitter Facebook Linkedin

Mission Creek is an advisory firm that offers investment planning strategies and wealth management services.

Secfi

Silicon Private Wealth

Crunchbase Website Twitter Facebook Linkedin

Silicon Private Wealth is a wealth management firm that offers wealth management and financial services.

Secfi

N W K Group

Crunchbase Website Twitter Facebook Linkedin

NWK Group is an independent investment advisory that providing objective, innovative strategies for organizations, individuals and families.

Secfi

Lindquist, von Husen & Joyce

Crunchbase Website Twitter Facebook Linkedin

Lindquist, von Husen & Joyce is an accounting firm that offers audit, attestation, taxation and advisory services for multiple sectors.

Secfi

Fitbookr

Crunchbase Website Twitter Facebook Linkedin

Fitbookr connects people wanting to get healthy with the people who can best help them.

Secfi

Permanent Portfolio Family of Funds

Crunchbase Website Twitter Facebook Linkedin

Permanent Portfolio Family of Funds provides wealth management, mutual funds, and financial services.

Secfi

Golden Gate Personal Financial Planning

Crunchbase Website Twitter Facebook Linkedin

Golden Gate Personal Financial Planning offers financial services in consulting, investment management and advice.

Secfi

FundX Investment Group

Crunchbase Website Twitter Facebook Linkedin

FundX Investment Group provides investment advice, wealth management, and financial planning services.

Secfi

Hilltop Advisors

Crunchbase Website Twitter Facebook Linkedin

Hilltop Advisors is an advisory company that deals with investment, employee benefits and wealth management.

Secfi

Montcalm TCR

Crunchbase Website Twitter Facebook Linkedin

Montcalm TCR offers advice, consulting, financial, marketing, investment, wealth and risk management services.

Secfi

Benningfield Financial Advisors

Crunchbase Website Twitter Facebook Linkedin

Benningfield Financial Advisors offers investment management strategies and broad financial planning services to individuals and families.

Secfi

TaxPlus Financial Services

Crunchbase Website Twitter Facebook Linkedin

TaxPlus Financial Services offers wealth management services for individuals, small businesses, partnerships, corporations, and trusts.

Secfi

Garhwal, Chan & Williams

Crunchbase Website Twitter Facebook Linkedin

Garhwal, Chan & Williams is a wealth management firm that provides investment management, advisory and financial services.

Secfi

KB Financial Advisors

Crunchbase Website Twitter Facebook Linkedin

KB Financial Advisors provides financial planning and wealth management to busy professionals.

Secfi

Monarch Partners

Crunchbase Website Twitter Facebook Linkedin

Monarch Partners is a modern private equity firm that specializes in strategic investments and scalable startups in high growth markets.

Secfi

Eigen 10 Advisors

Crunchbase Website Twitter Facebook Linkedin

Eigen 10 Advisors specializes in consulting, market analysis, portfolio strategy, reporting, data analytics and portfolio 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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