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89 Best Virginia Based Wealth Management Startups and Companies 2021

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

Data sourced from Crunchbase and SemRush.

MVB Bank

MVB Bank

Crunchbase Website Twitter Facebook Linkedin

MVB Bank provides financial services to individuals and corporate clients in the Mid-Atlantic region.

Wealthminder

Wealthminder

Crunchbase Website Twitter Facebook Linkedin

Wealthminder supports individual investors achieve their long-term financial goals such as retirement, home ownership, education, and more.

Wealthminder

Vestalyze

Crunchbase Website Twitter Facebook Linkedin

Investment tracking and analytics company optimized to manage equity and index options strategies in portfolios.

Wealthminder

Luxon Financial

Crunchbase Website Twitter Facebook Linkedin

Luxon Financial is a wealth management firm that offers turnkey and tailored solutions designed to deliver its high level of service.

Wealthminder

AdvisorBid

Crunchbase Website Twitter Facebook Linkedin

AdvisorBid is a patent-pending, modern marketplace for FAs to receive competing offers from BDs, RIAs, and OSJs.

Wealthminder

Investment POD

Crunchbase Website Twitter Facebook Linkedin

Investment POD builds an online presence cost effectively to help scale your business.

Wealthminder

Liberty Tax

Crunchbase Website Twitter Facebook Linkedin

Liberty Tax specializes in tax planning, personal income tax and business tax preparation.

Wealthminder

DIY Tax

Crunchbase Website Twitter Facebook Linkedin

DIY Tax is a simply free solution for individuals looking for online tax preparation. It was created with hard-working people in mind.

Wealthminder

First Community Bank

Crunchbase Website Twitter Facebook Linkedin

First Community Bank is a comprehensive banking and financial services company with 67 financial centers located in West Virginia,

Wealthminder

Atlantic Union Bank

Crunchbase Website Twitter Facebook Linkedin

Atlantic Union Bank is the holding company that provides trust, wealth management, private banking, advisory products & services.

Wealthminder

inStream

Crunchbase Website Twitter Facebook Linkedin

InStream is an innovative, cloud-based financial planning and wealth management platform.

Wealthminder

CM TRADING

Crunchbase Website Twitter Facebook Linkedin

CM Trading is one of the world’s most innovative Forex brokers, offering advanced trading solutions, state of the art trading platforms.

Wealthminder

YHB (Yount, Hyde & Barbour, P.C.)

Crunchbase Website Twitter Facebook Linkedin

YHB (Yount, Hyde & Barbour, P.C.) is a CPA firm based in North Carolina and Virginia.

Wealthminder

Motley Fool Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Motley Fool is a registered investment advisor that provides non-discretionary advice and discretionary account management services.

Wealthminder

SBSB Financial Advisors

Crunchbase Website Twitter Facebook Linkedin

SBSB Financial Advisors is a financial solutions firm that offers portfolio management, taxation, consultation & wealth management services.

Wealthminder

Dyson Capital

Crunchbase Website Twitter Facebook Linkedin

Dyson Capital provides consulting services to business in the field of wealth management.

Wealthminder

Commonwealth Asset Management Group

Crunchbase Website Twitter Facebook Linkedin

Commonwealth Asset Management Group is an investment advisory firm.

Wealthminder

InVida Financial Network

Crunchbase Website Twitter Facebook Linkedin

InVida Financial Network provides insurance, wealth management, retirement planning, mortgage protection, mentorship and training services.

Wealthminder

TCV Trust & Wealth Management

Crunchbase Website Twitter Facebook Linkedin

The Trust Company of Virginia was founded as Virginia’s first independent trust company.

Wealthminder

Fauquier Bankshares

Crunchbase Website Twitter Facebook Linkedin

The Fauquier Bank seeks innovation through an Engaged and Empowered Team, creating trusted Consumer and Community Relations.

Wealthminder

Burney Company

Crunchbase Website Twitter Facebook Linkedin

Burney Company focuses on investment advice for equity portfolio management and other financial services.

Wealthminder

Azzad Asset Management

Crunchbase Website Twitter Facebook Linkedin

Azzad Asset Management is a registered investment firm that provides halal solutions, estate & financial planning and retirement plans.

Wealthminder

Acorn Financial Advisory Services

Crunchbase Website Twitter Facebook Linkedin

Acorn Financial Advisory Services offers financial planning and investment management services.

Wealthminder

Chase Investment Counsel

Crunchbase Website Twitter Facebook Linkedin

Chase Investment Counsel is a wealth management firm that offers personalized investment services.

Wealthminder

Old Dominion Capital Management

Crunchbase Website Twitter Facebook Linkedin

Old Dominion Capital Management is an independent investment counsel firm.

Wealthminder

VCB

Crunchbase Website Twitter Facebook Linkedin

VCB specializes in wealth management, accounting, banking, investments, taxation, trusts, estate planning and financial services.

Wealthminder

Hazlett, Burt & Watson

Crunchbase Website Twitter Facebook Linkedin

Hazlett, Burt & Watson provides services like retirement planning, cash flow analysis, asset allocation and investment portfolio management.

Wealthminder

Kanawha Capital Management

Crunchbase Website Twitter Facebook Linkedin

Kanawha Capital Management expertise in investment management, insurance analysis, retirement, financial, estate and tax planning services.

Wealthminder

Caprin Asset Management

Crunchbase Website Twitter Facebook Linkedin

Caprin Asset Management is an investment management firm that specializes in fixed-income investment.

Wealthminder

Pinnacle Wealth Solutions

Crunchbase Website Twitter Facebook Linkedin

Pinnacle Wealth Solutions helps in financial and wealth planning for their clients and families for future plans.

Wealthminder

Plott & French Financial Advisors

Crunchbase Website Twitter Facebook Linkedin

Plott & French Financial Advisors offers investment consulting, retirement planning and financial products and services.

Wealthminder

Thompson Davis & Co.

Crunchbase Website Twitter Facebook Linkedin

Thompson Davis & Co. is a private asset management firm that renders financial services and investment management solutions.

Wealthminder

Pacific Tax

Crunchbase Website Twitter Facebook Linkedin

Pacific Tax offers a range of services in income tax preparation, mobile notary and payroll processing services.

Wealthminder

Ross & Moncure

Crunchbase Website Twitter Facebook Linkedin

Ross & Moncure provides services in accounting, taxation and financial planning to numerous types of businesses.

Wealthminder

Brown Harris Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Brown Harris Wealth Management provides financial advisory services.

Wealthminder

Pivotal Planning Group

Crunchbase Website Twitter Facebook Linkedin

Pivotal Planning Group offers financial planning and retirement plan consulting services to individuals, plan sponsors and trustees.

Wealthminder

The BAM Alliance

Crunchbase Website Twitter Facebook Linkedin

The BAM Alliance renders wealth management, risk management, advisory, estate planning, tax planning and retirement planning services.

Wealthminder

Chesapeake Financial Shares

Crunchbase Website Twitter Facebook Linkedin

Chesapeake Financial Shares is a one-bank holding company that operates two subsidiaries, Chesapeake Bank and Chesapeake Wealth Management.

Wealthminder

Vertical Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Vertical Wealth Management is a financial advisory firm.

Wealthminder

Salomon & Ludwin

Crunchbase Website Twitter Facebook Linkedin

Salomon & Ludwin are a group of financial advisors offering services in investment management, wealth management and financial planning.

Wealthminder

Godsey & Gibb

Crunchbase Website Twitter Facebook Linkedin

Godsey & Gibb provides investment strategies, taxation, financial planning and wealth management advisory services.

Wealthminder

Bank of Clarke County

Crunchbase Website Twitter Facebook Linkedin

Bank of Clarke County is a part of the banking industry that provides wealth management, lending & personal loan services to customers.

Wealthminder

Lowe, Brockenbrough & Company

Crunchbase Website Twitter Facebook Linkedin

Lowe, Brockenbrough & Company offers customized and holistic investment and advisory solutions.

Wealthminder

Mulberry Investment Group

Crunchbase Website Twitter Facebook Linkedin

Mulberry Investment Group specializes in the acquisition of small companies and management of businesses operating in niche markets.

Wealthminder

PagnatoKarp

Crunchbase Website Twitter Facebook Linkedin

PagnatoKarp is a wealth management and financial planning firm.

Wealthminder

Middleburg Financial

Crunchbase Website Twitter Facebook Linkedin

Middleburg Financial is a finance company theta offers comprehensive wealth management services including investment services.

Wealthminder

Harbour Capital Advisors

Crunchbase Website Twitter Facebook Linkedin

Harbour Capital Advisors is a family office that provides investment advisory, taxation, estate, tax planning & wealth management services.

Wealthminder

Red Clover

Crunchbase Website Twitter Facebook Linkedin

Red Clover offers cash flow analysis, financial planning, retirement planning, insurance needs analysis, and consulting services.

Wealthminder

Baker and McNiff

Crunchbase Website Twitter Facebook Linkedin

Baker and McNiff is a consultancy that renders accounting, tax, payroll, estate planning and cash flow management solutions to its clients.

Wealthminder

NW Capital Management

Crunchbase Website Twitter Facebook Linkedin

Northwest Federal Credit Union’s goal has been to make a positive difference in the lives of our members and the community.

Wealthminder

VWG Wealth Management

Crunchbase Website Twitter Facebook Linkedin

VWG Wealth Management is a consultancy that offers financial planning, asset protection and investment management services to SMEs.

Wealthminder

Evermay Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Evermay Wealth Management provides wealth planning, investment management and wealth management services.

Wealthminder

The Wise Investor Group

Crunchbase Website Twitter Facebook Linkedin

The Wise Investor Group offers investment analysis, insurance and financial planning, portfolio management and consulting services.

Wealthminder

The Lewis Financial Group

Crunchbase Website Twitter Facebook Linkedin

The Lewis Financial Group is a wealth management company that provides retirement planning, insurance and risk management services.

Wealthminder

Third Millennium Advisors

Crunchbase Website Twitter Facebook Linkedin

Third Millennium Advisors is a wealth management firm that provides comprehensive financial planning and investment management services

Wealthminder

American Capital Planning

Crunchbase Website Twitter Facebook Linkedin

American Capital Planning is an online advisor and provides wealth management as well as comprehensive financial planning services.

Wealthminder

ACG

Crunchbase Website Twitter Facebook Linkedin

ACG is a wealth management firm that offers investment advisory, retirement plan consulting, tax strategies and financial planning services.

Wealthminder

Bay Rivers Group

Crunchbase Website Twitter Facebook Linkedin

Bay Rivers Group provides wealth management, risk consultant, portfolio, investment strategy and financial planning advisory services.

Wealthminder

A.N Culbertson & Company

Crunchbase Website Twitter Facebook Linkedin

A.N Culbertson & Company is a financial service firm that renders investment advisory, planning and wealth management services.

Wealthminder

Hopwood Financial Services

Crunchbase Website Twitter Facebook Linkedin

Hopwood Financial Services specializes in financial planning, wealth management, investment management and professional advisory services.

Wealthminder

Yorktown Funds

Crunchbase Website Twitter Facebook Linkedin

Yorktown Funds is in the investment industry and provides short-term and medium terms funds and advisory services.

Wealthminder

First Georgetown Securities

Crunchbase Website Twitter Facebook Linkedin

First Georgetown Securities offers investment brokerage and wealth management services.

Wealthminder

Advance Financial Bancorp

Crunchbase Website Twitter Facebook Linkedin

Advance Financial Bancorp offers banking services in Pennsylvania.

Wealthminder

The Glessner Group

Crunchbase Website Twitter Facebook Linkedin

The Glessner Group is a financial service firm that provides accounting, insurance and wealth management services.

Wealthminder

Rembert Pendleton Jackson

Crunchbase Website Twitter Facebook Linkedin

Rembert Pendleton Jackson offers cash management, asset allocation along with tax, estate, retirement, and insurance planning services.

Wealthminder

AB-D

Crunchbase Website Twitter Facebook Linkedin

AB-D delivers pension, profit-sharing, wealth management, feasibility analysis and other related services.

Wealthminder

MidAtlantic Capital Management

Crunchbase Website Twitter Facebook Linkedin

MidAtlantic Capital Management provides investment management, advisory, wealth management, reporting and asset management services.

Wealthminder

PlantechHub

Crunchbase Website Twitter Facebook Linkedin

PlantechHub is an innovative financial planning software that enables advisors to enhance client portal, presentation and plan creation.

Wealthminder

Independence Wealth Advisors

Crunchbase Website Twitter Facebook Linkedin

Independence Wealth Advisors provides fiduciary services like retirement and estate planning, asset management, risk assessment, and others.

Wealthminder

Futurity Capital

Crunchbase Website Twitter Facebook Linkedin

Futurity Capital offers investment, financial planning, tax planning and return preparation services.

Wealthminder

Ironwood Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Ironwood Wealth Management specializes in investment management, financial advisory and retirement planning services.

Wealthminder

Darwin Trust Company

Crunchbase Website Twitter Facebook Linkedin

Darwin Trust is a company which provides Estate & Financial Planning, Retirement Planning, True Fiduciary & Trust Custodial Services.

Wealthminder

Wiseman & Associates Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Wiseman & Associates Wealth Management renders financial services like wealth management, insurance review, estate & business succession.

Wealthminder

Buchanan Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Buchanan Wealth Management is a financial services and wealth management firm.

Wealthminder

Scott James Group

Crunchbase Website Twitter Facebook Linkedin

Scott James Group concentrates on budgets and investments to ensure the financial retirement plans of its customers.

Wealthminder

Citizens Bank & Trust Company

Crunchbase Website Twitter Facebook Linkedin

Citizens Bank & Trust Company is a community banking service that offers financial products and services.

Wealthminder

Piedmont Capital Asset Management

Crunchbase Website Twitter Facebook Linkedin

Piedmont Capital Asset Management offers financial planning, wealth management, employee benefits and retirement planning services.

Wealthminder

McCoy Wealth Management

Crunchbase Website Twitter Facebook Linkedin

McCoy Wealth Management offers investment, insurance and financial services.

Wealthminder

Hayek Kallen Investment Management

Crunchbase Website Twitter Facebook Linkedin

Hayek Kallen Investment Management is an investment advisory company.

Wealthminder

Pineno Levin & Ford Asset Management

Crunchbase Website Twitter Facebook Linkedin

Pineno Levin & Ford Asset Management provides customized wealth management services along with advisory services.

Wealthminder

Dominguez Wealth Management Solutions

Crunchbase Website Twitter Facebook Linkedin

Dominguez Wealth Management Solutions offers financial and investment management services.

Wealthminder

The Bank of Charlotte County

Crunchbase Website Twitter Facebook Linkedin

The Bank Of Charlotte County is a banking firm that offers business banking, loans, investment management, insurance and e-banking services.

Wealthminder

Davidson Trust Co.

Crunchbase Website Twitter Facebook Linkedin

Davidson Trust Company’s seasoned advisors provide both individuals and institutions with comprehensive wealth plans.

Wealthminder

Integrity Financial Planning

Crunchbase Website Twitter Facebook Linkedin

Integrity Financial Planning is an investment advisor based in Roanoke, Virginia.

Wealthminder

Taylor Hoffman

Crunchbase Website Twitter Facebook Linkedin

Taylor Hoffman offers wealth management, capital management, investment advisory, financial planning and retirement planning services.

Wealthminder

C.L. Sheldon & Company

Crunchbase Website Twitter Facebook Linkedin

C.L. Sheldon & Company provides financial planning and wealth management services for military members.

Wealthminder

Courage Miller Partners

Crunchbase Website Twitter Facebook Linkedin

Courage Miller Partners is a financial planning and investment management firm.

Wealthminder

Curo Private Wealth

Crunchbase Website Twitter Facebook Linkedin

Curo Private Wealth is a financial planning & advisory and wealth management company.

Wealthminder

Beacon Wealth Consultants

Crunchbase Website Twitter Facebook Linkedin

Beacon Wealth Consultants is a financial planning firm that offers consultation, wealth and asset management 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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