in ,

85 Best Ohio Based Wealth Management Startups and Companies 2021

Navigation show

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

Data sourced from Crunchbase and SemRush.

Tribevest

Tribevest

Crunchbase Website Twitter Facebook Linkedin

Tribevest is OS & banking platform for Investor Groups

Sequoia Financial

Sequoia Financial

Crunchbase Website Twitter Facebook Linkedin

RAV Financial provides comprehensive financial planning and wealth management services.

Sequoia Financial

HORAN

Crunchbase Website Twitter Facebook Linkedin

HORAN specializes in estate and business planning, employee benefits consulting and wealth management services.

Sequoia Financial

Stockipedia

Crunchbase Website Twitter Facebook Linkedin

Financial and Investing Advice Company

Sequoia Financial

Truepoint Wealth Counsel

Crunchbase Website Twitter Facebook Linkedin

Truepoint Wealth Counsel is a wealth management firm.

Sequoia Financial

Gries Financial Partners

Crunchbase Website Twitter Facebook Linkedin

Gries Financial Partners provides the investment and wealth management counsel to a high net worth and institutional audience.

Sequoia Financial

Strategic Wealth Partners

Crunchbase Website Twitter Facebook Linkedin

Strategic Wealth Partners is a wealth management firm that helps clients make financial decisions through valuable and innovative advice.

Sequoia Financial

Hamilton Capital Management

Crunchbase Website Twitter Facebook Linkedin

Hamilton Capital Management is an wealth and investment management firm that helps its client plan their success.

Sequoia Financial

Sun Federal Credit Union

Crunchbase Website Twitter Facebook Linkedin

Sun Federal Credit Union is a full-service financial firm that serves sponsor groups and designated communities.

Sequoia Financial

ABN Financial Group

Crunchbase Website Twitter Facebook Linkedin

ABN Financial Group is a financial firm that provides life insurance, family protection, annuity and wealth management products & services.

Sequoia Financial

Burke & Schindler

Crunchbase Website Twitter Facebook Linkedin

Burke & Schindler provides accounting, tax, HR, staffing, wealth management, business consulting and advisory services.

Sequoia Financial

Budros, Ruhlin & Roe

Crunchbase Website Twitter Facebook Linkedin

Budros, Ruhlin & Roe offers wealth management and investment management services.

Sequoia Financial

Wealthquest

Crunchbase Website Twitter Facebook Linkedin

Wealthquest is a one-stop solution for wealth management, investments, tax preparation and estate planning services.

Sequoia Financial

Pinnacle

Crunchbase Website Twitter Facebook Linkedin

Pinnacle specializes in wealth management, retirement and investment advisory services.

Sequoia Financial

Cincinnati Asset Management

Crunchbase Website Twitter Facebook Linkedin

Cincinnati Asset Management is an investment advisory firm that invests in US Corporate Bonds with a focus on high ROI, and diversification.

Sequoia Financial

OHecu

Crunchbase Website Twitter Facebook Linkedin

OHecu is a full-service financial institution that offers online banking, loans and other financial needs.

Sequoia Financial

American Endowment Foundation, The

Crunchbase Website Twitter Facebook Linkedin

American Endowment Foundation (AEF) is the nation’s leading independent donor advised fund sponsor.

Sequoia Financial

McGee Wealth Management

Crunchbase Website Twitter Facebook Linkedin

McGee Wealth Management is a wealth management firm located in Portland, Oregon.

Sequoia Financial

MGO

Crunchbase Website Twitter Facebook Linkedin

MGO provides retirement plan consulting and administration services.

Sequoia Financial

Clearstead

Crunchbase Website Twitter Facebook Linkedin

Clearstead is a wealth management firm that offers investment consulting and financial solutions.

Sequoia Financial

NMS

Crunchbase Website Twitter Facebook Linkedin

NMS renders financial services such as accounting, wealth management and tax services to businesses and individuals.

Sequoia Financial

Winfield Associates

Crunchbase Website Twitter Facebook Linkedin

Winfield Associates specializes in investment management, consulting, retirement planning, endowment solutions and wealth advisory services.

Sequoia Financial

Candlewood Partners

Crunchbase Website Twitter Facebook Linkedin

Candlewood is a investment banking firm which offers Restructuring Advisory Services, Capital Structuring & Acquisition Services.

Sequoia Financial

Ciuni & Panichi

Crunchbase Website Twitter Facebook Linkedin

Ciuni & Panichi is a certified public accounting firm that renders business accounting, auditing, wealth management and consulting services.

Sequoia Financial

RhineVest Advisors

Crunchbase Website Twitter Facebook Linkedin

RhineVest Advisors is a financial planning and investment management firm.

Sequoia Financial

TDC Companies

Crunchbase Website Twitter Facebook Linkedin

TDC is a wealth management firm specializing nationwide in services for high net worth individuals, families, and closely held businesses.

Sequoia Financial

Lehner Carroll Shope Capital Management

Crunchbase Website Twitter Facebook Linkedin

Lehner Carroll Shope Capital Management offers retirement planning, life insurance, long term care insurance, wealth planning and annuities.

Sequoia Financial

Planned Financial Services

Crunchbase Website Twitter Facebook Linkedin

Planned Financial Services is an independent wealth management and financial planning firm.

Sequoia Financial

Thor wealth management

Crunchbase Website Twitter Facebook Linkedin

Thor wealth management provides wealth transfer, investment management, financial, retirement, tax planning and advisory services.

Sequoia Financial

Pleasant Wealth

Crunchbase Website Twitter Facebook Linkedin

Pleasant Wealth provides financial planning and wealth management services.

Sequoia Financial

The Joseph Group

Crunchbase Website Twitter Facebook Linkedin

The Joseph Group provides investment management, retirement planning, and wealth advisory services.

Sequoia Financial

Foster & Motley

Crunchbase Website Twitter Facebook Linkedin

Foster & Motley provides wealth management, financial planning and investment management services.

Sequoia Financial

Bailey & Company Benefits Group

Crunchbase Website Twitter Facebook Linkedin

Bailey & Company Benefits Group provides employee benefits, insurance, strategic planning, wealth management, HR and compliance services.

Sequoia Financial

Carnegie Investment Counsel

Crunchbase Website Twitter Facebook Linkedin

Carnegie Investment Counsel provides personalized financial guidance to help you preserve and grow your wealth.

Sequoia Financial

C.H. Dean

Crunchbase Website Twitter Facebook Linkedin

C.H. Dean is a wealth management and asset management firm.

Sequoia Financial

Beese Fulmer

Crunchbase Website Twitter Facebook Linkedin

Beese Fulmer is a dynamic firm, specializes in delivering solutions and services that drive sustainability in the wealth management sector.

Sequoia Financial

GLS Financial Consultants

Crunchbase Website Twitter Facebook Linkedin

GLS Financial Consultants offers financial planning, insurance, investment, retirement, tax and mutual funds services.

Sequoia Financial

Beard Pension

Crunchbase Website Twitter Facebook Linkedin

Beard Pension offers employer retirement plan, investment management and wealth management services.

Sequoia Financial

9258 Wealth Management, LLC

Crunchbase Website Twitter Facebook Linkedin

9258 Wealth Management, LLC Providing tailored solutions to your wealth management and beyond.

Sequoia Financial

First Neighbor Bank

Crunchbase Website Twitter Facebook Linkedin

First Neighbor Bank specializes in taxation, accounting, banking, lending and agricultural loans.

Sequoia Financial

Cassady Schiller CPAs & Advisors

Crunchbase Website Twitter Facebook Linkedin

Cassady Schiller CPAs & Advisors specializes in accounting, wealth management and business growth to help achieve client’s financial growth.

Sequoia Financial

Bishop Financial Advisors

Crunchbase Website Twitter Facebook Linkedin

Bishop Financial Advisors is a financial planning firm providing comprehensive wealth management and retirement income planning services.

Sequoia Financial

Nye Financial Group

Crunchbase Website Twitter Facebook Linkedin

Nye Financial Group is an insurance agency that renders investment, wealth management, retirement planning and fianancial services.

Sequoia Financial

Peak Wealth Solutions

Crunchbase Website Twitter Facebook Linkedin

Peak Wealth Solutions provides wealth management, financial planning, retirement plan consulting and investment management services.

Sequoia Financial

FCBank

Crunchbase Website Twitter Facebook Linkedin

FCBank provides financial services such as wealth management, loans and corporate services.

Sequoia Financial

Carver Financial Services

Crunchbase Website Twitter Facebook Linkedin

Carver Financial Services provides financial planning and wealth management services.

Sequoia Financial

Nolan, Giere & Company

Crunchbase Website Twitter Facebook Linkedin

Nolan, Giere & Company offers accounting, tax planning, personal wealth management, retirement planning, and business consulting services.

Sequoia Financial

Ross Wealth Advisors

Crunchbase Website Twitter Facebook Linkedin

Ross Wealth Advisors provides wealth management, retirement and financial advisory services.

Sequoia Financial

Ritter Daniher Financial Advisory

Crunchbase Website Twitter Facebook Linkedin

Ritter Daniher Financial Advisory is financial planning and wealth management firm.

Sequoia Financial

Gem‑Young Insurance & Wealth Advisors

Crunchbase Website Twitter Facebook Linkedin

Gem‑Young Insurance & Wealth Advisors is an insurance and financial planning agency that offers insurance and employee benefits.

Sequoia Financial

Conservative Financial Solutions

Crunchbase Website Twitter Facebook Linkedin

Conservative Financial Solutions provides retirement income strategies, asset protection strategies, and IRA legacy planning services.

Sequoia Financial

Hixon Zuercher Capital Management

Crunchbase Website Twitter Facebook Linkedin

Hixon Zuercher Capital Management offers asset and wealth management solutions that help clients achieve their dreams and financial goals.

Sequoia Financial

Ownership Advisors

Crunchbase Website Twitter Facebook Linkedin

Ownership Advisors offers life transition planning, business transition, charitable estate planning and family wealth counseling services.

Sequoia Financial

Equity Planning Group

Crunchbase Website Twitter Facebook Linkedin

Equity Planning Group specializes in financial planning, investments, retirement benefits, taxation and insurance services.

Sequoia Financial

The Pension Group

Crunchbase Website Twitter Facebook Linkedin

The Pension Group offers pension, 401K, retirement, and income planning services.

Sequoia Financial

Jentner Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Jentner Wealth Management is a wealth management, financial planning and investment management firm.

Sequoia Financial

Buckley Financial Planning

Crunchbase Website Twitter Facebook Linkedin

Buckley Financial Planning engages in wealth management, advice and concierge family services.

Sequoia Financial

Citizen Advisory Group

Crunchbase Website Twitter Facebook Linkedin

Citizen Advisory Group provides financial advisory services.

Sequoia Financial

SNS Capital Group

Crunchbase Website Twitter Facebook Linkedin

SNS Capital Group is a financial service provider that offers real estate investment, property management and asset management.

Sequoia Financial

B.A. Schrock Financial Group

Crunchbase Website Twitter Facebook Linkedin

B.A. Schrock Financial Group Inc. is a full-service, independent financial advising and insurance planning firm.

Sequoia Financial

Integrity Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Integrity Wealth Management provides investment advisory services.

Sequoia Financial

Whitaker-Myers Wealth Managers

Crunchbase Website Twitter Facebook Linkedin

Whitaker-Myers Wealth Managers provides financial advice and wealth management services.

Sequoia Financial

Athletes Financial

Crunchbase Website Twitter Facebook Linkedin

Athletes Financial provides specialized wealth and business services, for athletes.

Sequoia Financial

Buckeye Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Buckeye Wealth Management is an investment advisory firm that focuses on retirement and estate planning services.

Sequoia Financial

Blue Jay Financial Group

Crunchbase Website Twitter Facebook Linkedin

Blue Jay Financial Group offers financial planning and investment advisory services.

Sequoia Financial

DuPont Wealth Solutions

Crunchbase Website Twitter Facebook Linkedin

DuPont Wealth Solutions is a financial planning firm that offers financial advice, planning, and consulting services.

Sequoia Financial

Eischen Financial Group

Crunchbase Website Twitter Facebook Linkedin

The Eischen Group focuses on retirement, wealth management, financial, tax and estate planning services.

Sequoia Financial

Coppertree

Crunchbase Website Twitter Facebook Linkedin

Coppertree is a wealth management and developer platform company located in Cincinnati.

Sequoia Financial

Dodds Wealth Advisors

Crunchbase Website Twitter Facebook Linkedin

Dodds Wealth Advisors offers wealth management planning, estate planning, risk management, and tax planning services.

Sequoia Financial

Camelot Portfolios

Crunchbase Website Twitter Facebook Linkedin

Camelot Portfolios delivers investment solutions services.

Sequoia Financial

Touchpoint Wealth Partners

Crunchbase Website Twitter Facebook Linkedin

Touchpoint Wealth Partners provides estate planning, wealth preservations, retirement income, employee stock options and financial services.

Sequoia Financial

Ellsworth Advisors

Crunchbase Website Twitter Facebook Linkedin

Ellsworth Advisors offers financial planning, asset management, accounting, retirement planning, and estate planning services.

Sequoia Financial

Smith Denlinger

Crunchbase Website Twitter Facebook Linkedin

Smith Denlinger provides business accounting, payroll, auditing, tax planning and QuickBooks services.

Sequoia Financial

Baker & Co Incorporated

Crunchbase Website Twitter Facebook Linkedin

Baker & Co Incorporated provides financial planning, retirement, investments & advisory services to trusts, estates & corporations.

Sequoia Financial

Marcum Wealth

Crunchbase Website Twitter Facebook Linkedin

Marcum Wealth provides wealth management, financial planning, and investment management services.

Sequoia Financial

Great Lakes Benefits & Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Great Lakes Benefits & Wealth Management provides wealth management planning services.

Sequoia Financial

Patriot Asset Advisors

Crunchbase Website Twitter Facebook Linkedin

Patriot Asset Advisors provides wealth management, retirement, investment strategy and financial planning services.

Sequoia Financial

Behnken Financial Services

Crunchbase Website Twitter Facebook Linkedin

Behnken Financial Services provides financial advisory services.

Sequoia Financial

Kovalcik & Geraghty Wealth Partners

Crunchbase Website Twitter Facebook Linkedin

Kovalcik & Geraghty is financial services provide comprehensive goals-based financial planning and investment management advice.

Sequoia Financial

HFS Wealth Advisors

Crunchbase Website Twitter Facebook Linkedin

HFS Wealth Advisors is a financial advisory service provider company.

Sequoia Financial

Cirrus Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Cirrus Wealth Management offers corporate business planning, succession planning, retirement, taxation and investment advisory solutions.

Sequoia Financial

Butler Capital Advisors

Crunchbase Website Twitter Facebook Linkedin

Butler Capital Advisors specializes in business, personal & individual planning such as insurance, wealth management & retirement services.

Sequoia Financial

Integrated Financial Network

Crunchbase Website Twitter Facebook Linkedin

Integrated Financial Network engages in financial products and services.

Sequoia Financial

Treece Investment Advisory Corp.

Crunchbase Website Twitter Facebook Linkedin

Treece Investment Advisory Corp. provides wealth management services.

Sequoia Financial

Agdeavor Investments

Crunchbase Website Twitter Facebook Linkedin

Agdeavor Investments is a fee-only wealth coaching and advisory firm.

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.

Comments

Leave a Reply

Your email address will not be published. Required fields are marked *

Loading…

0

88 Best Ontario Based Wealth Management Startups and Companies 2021

71 Best Colorado Based Wealth Management Startups and Companies 2021