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70 Best Michigan Based Wealth Management Startups and Companies 2021

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

Data sourced from Crunchbase and SemRush.

pocketnest

pocketnest

Crunchbase Website Twitter Facebook Linkedin

Pocketnest provides comprehensive financial planning to genx and millennials in a digital methodical platform.

Chemical Bank

Chemical Bank

Crunchbase Website Twitter Facebook Linkedin

Chemical Bank is a community bank that has served Michigan for over 95 years. Member FDIC. Equal Housing Lender.

Chemical Bank

The 4100 Group

Crunchbase Website Twitter Facebook Linkedin

The 4100 Group offers investment and wealth management services.

Chemical Bank

Greenleaf Trust

Crunchbase Website Twitter Facebook Linkedin

Despite our firm’s name, you do not need a trust to work with us.

Chemical Bank

Clayton & McKervey

Crunchbase Website Twitter Facebook Linkedin

Clayton & McKervey helps businesses in the areas of accounting, tax, business consulting and advice.

Chemical Bank

Investment Link

Crunchbase Website Twitter Facebook Linkedin

Investment Link® is a platform for Financial Advisors and Self-Directed Users to manage retirement income branded under Retirement Buckets®.

Chemical Bank

Bloomfield Hills Financial

Crunchbase Website Twitter Facebook Linkedin

Bloomfield Hills Financial is an independent financial planning and wealth management advisory firm.

Chemical Bank

Bredeweg & Zylstra

Crunchbase Website Twitter Facebook Linkedin

Bredeweg & Zylstra is an accounting firm that delivers bookkeeping, taxation, consultation and wealth management.

Chemical Bank

Capital Analysts of Jacksonville Florida, Inc

Crunchbase Website Twitter Facebook Linkedin

Capital Analysts is an investment company that focuses on wealth management, wealth management services, and financial advise.

Chemical Bank

Isabella Community Credit Union

Crunchbase Website Twitter Facebook Linkedin

Isabella Community Credit Union is a non-profit financial cooperative that offers financial products and personal service to its members.

Chemical Bank

Thumb Bank & Trust

Crunchbase Website Twitter Facebook Linkedin

Thumb Bank & Trust deals with financial solutions that offer personal banking, wealth management, business and agribusiness loans.

Chemical Bank

Schwartz & Co

Crunchbase Website Twitter Facebook Linkedin

Schwartz & Co provides wealth management and investment banking services.

Chemical Bank

Retirement Resources

Crunchbase Website Twitter Facebook Linkedin

Retirement Resources specializes in retirement planning strategies and wealth management consulting services.

Chemical Bank

Shope & Associates

Crunchbase Website Twitter Facebook Linkedin

Shope & Associates provides a comprehensive suite of investment management & wealth planning services for business owners, divorced women.

Chemical Bank

GEM Asset Management

Crunchbase Website Twitter Facebook Linkedin

GEM Asset Management provides financial planning & investment management services to individuals, businesses, and non-profit organizations.

Chemical Bank

Freeman Tax Law

Crunchbase Website Twitter Facebook Linkedin

International Tax, Offshore Banking and Wealth Management Attorneys

Chemical Bank

Dynamic Wealth Solutions LLC

Crunchbase Website Twitter Facebook Linkedin

Registered Investment Advisory Firm

Chemical Bank

University Lending Group

Crunchbase Website Twitter Facebook Linkedin

University Lending Group is a mortgage provider company that provides Conventional, FHA loans, VA loans, Renovation Loans, and many more.

Chemical Bank

Croskey Lanni

Crunchbase Website Twitter Facebook Linkedin

Croskey Lanni expertise in taxation, auditing, assurance, business accounting and wealth management services.

Chemical Bank

Planning Alternatives

Crunchbase Website Twitter Facebook Linkedin

Planning Alternatives provides financial planning, wealth management, investment advisory and portfolio management services to its clients.

Chemical Bank

Starr Commonwealth MI

Crunchbase Website Twitter Facebook Linkedin

Starr Commonwealth is internationally recognized as a leader in transformational programs for children, families, schools and communities.

Chemical Bank

Kaplan Merzlak

Crunchbase Website Twitter Facebook Linkedin

Kaplan Merzlak is a full accounting service provider that offers cash flow, budget analysis, tax planning, merger and acquisition services.

Chemical Bank

Riverbank Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Riverbank Wealth Management is a financial service company that specializes in wealth transfer & health insurance advisory services.

Chemical Bank

Clarkston Capital

Crunchbase Website Twitter Facebook Linkedin

Clarkston capital provides wealth, sales, investment and portfolio management along with investment advice.

Chemical Bank

Jackson Kennedy

Crunchbase Website Twitter Facebook Linkedin

Jackson Kennedy offers insurance and investment planning firms such as wealth transfer, fixed income, health and life insurance.

Chemical Bank

De Boer, Baumann & Company

Crunchbase Website Twitter Facebook Linkedin

De Boer, Baumann & Company provides business consultation, accounting, tax preparation, wealth management and auditing services.

Chemical Bank

Derderian Kann Seyferth & Salucci

Crunchbase Website Twitter Facebook Linkedin

Derderian Kann Seyferth & Salucci specializes in accounting, assurance, employee benefits plan audits, wealth planning & taxation services.

Chemical Bank

Bowman Asset Management

Crunchbase Website Twitter Facebook Linkedin

Bowman Asset Management provides a comprehensive range of wealth management services to help clients achieve their financial goals.

Chemical Bank

SHA Retirement Group

Crunchbase Website Twitter Facebook Linkedin

SHA Retirement Group specializes in offering financial planning, taxation, insurance, wealth and investment management services

Chemical Bank

LVM Capital Management

Crunchbase Website Twitter Facebook Linkedin

LVM Capital Management is a wealth management firm.

Chemical Bank

AMDG Financial

Crunchbase Website Twitter Facebook Linkedin

Fee-only, fiduciary Registered Investment Adviser

Chemical Bank

Sweet Insurance Agency

Crunchbase Website Twitter Facebook Linkedin

Sweet Insurance Agency delivers comprehensive insurance and risk management solutions to businesses and individuals.

Chemical Bank

Diversified Portfolios

Crunchbase Website Twitter Facebook Linkedin

Diversified Portfolios is a wealth management firm based in Michigan.

Chemical Bank

Lake-Osceola State Bank

Crunchbase Website Twitter Facebook Linkedin

Lake-Osceola State Bank offers a range of personal banking, business banking, loans and credit services as well as online banking services.

Chemical Bank

Parkland Securities

Crunchbase Website Twitter Facebook Linkedin

Parkland Securities offers financial brokerage services.

Chemical Bank

Braeburn Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Braeburn Wealth Management is a wealth management and investment advisory firm.

Chemical Bank

Kaydan Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Kaydan Wealth Management expertise in investment, retirement, financial planning, taxation, wealth transfer and career transition services.

Chemical Bank

Principium Tactical Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Principium Tactical Wealth Management offers retirement income planning, wealth transfer and legacy planning with advisory services.

Chemical Bank

Glide Path Advisors

Crunchbase Website Twitter Facebook Linkedin

Glide Path Advisors is an investment advisory firm that offers investment management, wealth management and financial planning services.

Chemical Bank

Edwards, Ellis & Associates

Crunchbase Website Twitter Facebook Linkedin

Edwards, Ellis & Associates is a financial solutions firm that provides taxation, accounting, wealth management and business consultation.

Chemical Bank

Pearl Planning

Crunchbase Website Twitter Facebook Linkedin

Pearl Planning renders a range of financial planning, retirement, environmental social governance and investment management services.

Chemical Bank

Horizon Advisers

Crunchbase Website Twitter Facebook Linkedin

Horizon Advisers offers financial planning solutions, risk management, tax planning, asset and wealth management services.

Chemical Bank

Centennial Wealth Advisory, LLC

Crunchbase Website Twitter Facebook Linkedin

Centennial Wealth Advisory, LLC is a financial planning & advisory firm dealing in preserving, generate income, tax & estate planning.

Chemical Bank

Calcite Credit Union

Crunchbase Website Twitter Facebook Linkedin

Calcite Credit Union provides a wide range of financial products and services include mortgages, cards and wealth management services.

Chemical Bank

Schwartz Investment Counsel

Crunchbase Website Twitter Facebook Linkedin

Schwartz Investment Counsel is an investment advisory firm that specializes in fixed-income portfolios, trusts & retirement funds.

Chemical Bank

Old Mission Investment Co

Crunchbase Website Twitter Facebook Linkedin

Old Mission Investment Co is a financial service company dealing with financial & retirement planning, wealth management & other services.

Chemical Bank

StraitGate Financial

Crunchbase Website Twitter Facebook Linkedin

StraitGate Financial is a full-time provider of wealth management and investment services.

Chemical Bank

Gabridge & Co

Crunchbase Website Twitter Facebook Linkedin

Gabridge & Co offers accounting, auditing, assurance, financial statements, tax & wealth management services to individuals and businesses.

Chemical Bank

Citizens Trust and Investment Corporation

Crunchbase Website Twitter Facebook Linkedin

Citizens Trust and Investment offers estate planning, wealth management, retirement planning, asset collection and valuation services.

Chemical Bank

Straight Path Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Straight Path Wealth Management offers investment advisory services.

Chemical Bank

Acorn Wealth Advisors

Crunchbase Website Twitter Facebook Linkedin

Acorn Wealth Advisors presents estate planning, taxation, retirement plannings, banking products and wealth management services.

Chemical Bank

Great Lakes Wealth

Crunchbase Website Twitter Facebook Linkedin

Great Lakes Wealth is a financial solutions company that provides insurance, wealth and asset management services.

Chemical Bank

Legacy Trust

Crunchbase Website Twitter Facebook Linkedin

Legacy Trust offers financial solutions including investment management, wealth planning, payroll, tax planning and trustee services.

Chemical Bank

StreamSong Advisors

Crunchbase Website Twitter Facebook Linkedin

StreamSong Advisors is a financial firm that offers services such as investment management, retirement planning and wealth planning.

Chemical Bank

J.Wellington Financial

Crunchbase Website Twitter Facebook Linkedin

J.Wellington Financial is a registered investment advisor with the U.S. Securities and Exchange Commission.

Chemical Bank

The Connable Office

Crunchbase Website Twitter Facebook Linkedin

The Connable Office provides wealth management, legal, financial and holistic planning services.

Chemical Bank

Talmer Bank and Trust

Crunchbase Website Twitter Facebook Linkedin

Talmer Bank and Trust, a community bank, provides personal and business banking, and wealth management services.

Chemical Bank

Abbit Management Corporation

Crunchbase Website Twitter Facebook Linkedin

Abbit Management Corporation is an investment management firm that focuses on assisting an individual with financial advisory services.

Chemical Bank

Grand Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Grand Wealth Management offers financial planning, wealth & portfolio management services to individuals, institutions and other businesses.

Chemical Bank

Consolidated Financial Investments

Crunchbase Website Twitter Facebook Linkedin

Consolidated Financial investments provide a comprehensive range of brokerage and advisory services for both individuals and professionals.

Chemical Bank

Cutwater Shift

Crunchbase Website Twitter Facebook Linkedin

Cutwater Shift is an investment banking and equity revitalization company that helps companies gain control of the future and grow.

Chemical Bank

America Group Retirement Strategy Centers

Crunchbase Website Twitter Facebook Linkedin

America Group Retirement Strategy Centers is an advisory firm that offers wealth management and retirement planning services.

Chemical Bank

T/R Financial Management Group

Crunchbase Website Twitter Facebook Linkedin

T/R Financial Management Group specializes in investment advisory and wealth management services.

Chemical Bank

Darden Wealth Group

Crunchbase Website Twitter Facebook Linkedin

Darden Wealth Group provides wealth management, financial planning, and retirement plan services.

Chemical Bank

Agape Global Investments

Crunchbase Website Twitter Facebook Linkedin

Agape Global Investments is involved in investment management and advisory services to investors, employees and families.

Chemical Bank

Strategic Wealth Consulting Group

Crunchbase Website Twitter Facebook Linkedin

Strategic Wealth Consulting Group provides wealth management, retirement plans, business planning, insurance planning services.

Chemical Bank

Lefleur & Godfrey

Crunchbase Website Twitter Facebook Linkedin

Lefleur & Godfrey is a wealth management firm that offers a custom equity portfolio and holistic wealth management services.

Chemical Bank

Caitlin John

Crunchbase Website Twitter Facebook Linkedin

Caitlin John is a wealth management firm that provides business strategies, portfolio blueprinting and traditional Life Insurance services.

Chemical Bank

Intentional Wealth Advisors

Crunchbase Website Twitter Facebook Linkedin

Intentional Wealth Advisors is a financial planning firm that offers retirement, investment and tax planning services.

Chemical Bank

Calder Investment Advisors

Crunchbase Website Twitter Facebook Linkedin

Calder Investment Advisors is an investment advisory company that offers financial planning, wealth management, and consulting 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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