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91 Best Georgia Based Wealth Management Startups and Companies 2021

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

Data sourced from Crunchbase and SemRush.

Atlantic Capital Bank

Atlantic Capital Bank

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Atlantic Capital Bank is a commercial bank that offers loan services for small and medium businesses.

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Totum Risk

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Totum Risk is a multi-scoring, risk tolerance tool kit for financial institutions, financial advisors, 401ks, insurance, banks, and more.

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SouthCrest Bank

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SouthCrest Bank is a company that provides consumer, electronic, and business services for commercial and private mid-market business bank.

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HiddenLevers

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HiddenLevers provides next-level risk technologies, aimed at portfolio managers, financial advisors, and wealth management executive teams.

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JOYN

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JOYN is a financial services company that specializes in behavioral wealth management.

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World Financial Group

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World Financial Group is involved in services ranging from retirement planning, financial strategies and college funding to insurance.

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Merit Financial Advisors

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Merit Financial Advisors specializes in divorce services, loss of a spouse, wealth management, financial wellness and financial planning.

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TrueWealth

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Provides advice that empowers clients to identify their personal financial priorities and make wise decisions about their money.

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Chatham Capital Group

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Chatham Capital Group provide professional, unbiased wealth management advice to individuals, families, and their related foundations.

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Domain Capital Advisors

Crunchbase Website Twitter Facebook Linkedin

Domain Capital Advisors is an investment management company that identifies and evaluates investment opportunities.

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ACG Wealth

Crunchbase Website Twitter Facebook Linkedin

ACG Wealth is a company specialized in wealth management and fincial services.

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Govic Capital

Crunchbase Website Twitter Facebook Linkedin

Govic Capital specializes in wealth management with advice on tax-saving investments, wealth preservation and multi-generational planning.

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CornerCap Wealth Advisors

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CornerCap Wealth Advisors provides customized investment management solutions, wealth management and proprietary investment research.

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Lakeview Capital Partners

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Lakeview Capital Partners is a wealth management firm that offers financial services.

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Advocacy Wealth Management

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Advocacy Wealth Management is a company that offers wealth management, retirement & financial plans.

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Atlanta Financial Associates

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Atlanta Financial Associates main objective is to help the clients to achieve Financial Independence Together(FIT).

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BIP Wealth

Crunchbase Website Twitter Facebook Linkedin

BIP Wealth is a financial services firm that offers wealth creation and management solutions, retirement and other financial solutions.

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Capital Directions

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Capital Directions specializes in providing wealth management services for employers, foundations, and endowments for non-profits.

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Yeomans Consulting Group

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Yeomans Consulting Group is a financial advisory firm that specializes in the field of wealth management, retirement and business planning.

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PeachCap

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PeachCap is a financial company that offers tax, investments, and emotional intelligence to wealth management organizations.

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Williamsville Sears Management

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Williamsville Sears Managemet is a diversified holding corporation that was formed by Mandla J. Gwadiso.

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Nicholas Wealth Management

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Nicholas Wealth Management specializes in financial and retirement planning services.

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Meridian Investment Partners

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Meridian Investment Partners is an investment advisory and wealth management firm.

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ZWJ Investment Counsel

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ZWJ Investment Counsel helps organizations and institutions with financial strategies and services for economic well-being and progress.

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Family Wealth Management Group

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Family Wealth Management Group renders financial planning, consulting, advice, wealth and asset management services.

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Merlinos & Associates

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Merlinos & Associates expertise in consulting services in insurance, risk management, regulatory, health, disability & employment benefits.

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Howard Capital Management

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Howard Capital Management offers wealth management, investment consulting, and financial advisory services.

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Asset Advisors

Crunchbase Website Twitter Facebook Linkedin

Asset Advisors is an investment management firm that offers financial services.

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Elliott & Associates Wealth Advisors

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Elliott & Associates Wealth Advisors mission is to deliver comprehensive wealth management to a select group of clients.

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Berman Capital Advisors

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Berman Capital Advisors provides taxation, estate planning, debt monitoring, risk management, business and investment advisory services.

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Boardwalk Capital Management

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Boardwalk Capital Management provides custom solutions that helps investors to achieve both their financial and social objectives.

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Waypoint Wealth Counsel

Crunchbase Website Twitter Facebook Linkedin

Waypoint Wealth Counsel is a wealth management agency that offers investment management, retirement planning, tax and assets management.

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NCFA

Crunchbase Website Twitter Facebook Linkedin

NCFA provides financial planning, retirement, wealth management, investment management, insurance, estate planning and treasury services.

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Townsend Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Townsend Wealth Management is a company that provides excellent, independent financial advice and investment management services.

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Ty J. Young Wealth Management

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Ty J. Young Wealth Management provides wealth management, retirement protections, investment strategies services.

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Decatur Earthmover Credit Union

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Decatur Earthmover Credit Union is a full service financial institution.

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Peachtree Planning

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Peachtree Planning provides financial knowledge and strategies to individuals and business owners.

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Montag Wealth Management

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Montag Wealth Management deals with investment management, insurance counseling & financial planning for families, individuals & companies.

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BT Wealth Management

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BT Wealth Management specializes in investment management, consulting and financial planning services to clients.

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McCormack Financial Planning

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McCormack Financial Planning is offering personal and business financial planning services.

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North Point Wealth Management

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North Point Wealth Management provides financial and wealth management services.

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Kays Financial Advisory

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Kays Financial Advisory provides full-time wealth management and comprehensive financial planning services to individuals and families.

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Calandra Financial

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Calandra Financial is a RIA firm that provides clients with financial planning, portfolio creation, asset management, and income management.

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RL Jennings & Associates

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RL Jennings & Associates provides tax services, accounting, business advisory, litigation and financial planning.

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Rollins Financial

Crunchbase Website Twitter Facebook Linkedin

Rollins Financial provides wealth management, fiduciary, tax, retirement, accounting, investment and financial planning services.

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Montag & Caldwell

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Montag & Caldwell is an investment advisory firm that provides proprietary and time-tested investment strategies.

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Chicory Wealth

Crunchbase Website Twitter Facebook Linkedin

Chicory Wealth is an investment advisory firm that offers financial advice, retirement planning and wealth management services.

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Proactive Wealth Strategies

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Proactive Wealth Strategies offers tax planning, wealth management, risk management, investment management, and financial services.

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Smith & Howard Wealth Management

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Smith & Howard Wealth Management, LLC is an investment advisory firm registered with the appropriate regulatory authority.

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The Bowden Spratt Law Firm

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The Bowden Spratt Law Firm is providing exceptional service, finding precise solutions, and taking a holistic view of wealth management.

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Legacy Capital Advisors

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Legacy Capital Advisors is an investment advisory firm that offers wealth management, estate planning & retirement income planning services.

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Allgood Financial Advisory

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Allgood Financial Advisory is a provider of wealth management and financial planning services.

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Carlyle Wealth Management

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Carlyle Wealth Management renders investments, insurance, finance, retirement planning, asset allocation and succession planning services.

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Haber Investment Counsel

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Haber Investment Counsel is a fee-based advisory firm that offers services in financial planning, investments and portfolio management.

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Southeastern Advisory Services

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Southeastern Advisory Services provides performance measurement and related investment consulting services.

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Citadel Professional Services

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Citadel Professional Services is an accounting and personal wealth management firm that offers personal financial planning.

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121G Consulting

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121G Consulting is a capital investment, business advisory, and technology development company.

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Premis Advisors

Crunchbase Website Twitter Facebook Linkedin

Premis Advisors provides wealth management and financial services.

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Cahaba Wealth Management

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Cahaba Wealth Management provides wealth management and investment management services.

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iAllocate

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A creative investment planning resource that minimizes the cost, time and complexities of creating a personalized investment strategy.

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Active Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Active Wealth Management is a wealth management firm that works for peoples like pre-retirees, retirees, and business owners.

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Successful Retirement

Crunchbase Website Twitter Facebook Linkedin

Successful Retirement is an investment firm that provides asset management, wealth protection, insurance, retirement and estate planning.

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Crescent Wealth Advisory

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Crescent Wealth Advisory offers insurance consulting, trust administration, wealth transfer and strategic philanthropic planning services.

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MMHP Investment Advisors

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MMHP Investment Advisors offers wealth management, investment and retirement plans.

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LongView Wealth Management

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LongView Wealth Management is a fee-based personal wealth management firm.

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Herring CPA Group

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Herring CPA Group offers accounting, audits, succession planning, bookkeeping, retirement planning, taxation and wealth management services.

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Resource Planning Group

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Resource Planning Group provides wealth management and financial planning solutions.

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Novapoint Capital

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Novapoint Capital is a Registered Investment Adviser firm with a disciplined approach to investment management by experienced professionals.

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Regency Capital Group

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Regency Capital Group specializes in financial risk control, tax strategy, estate planning, asset protection and wealth management services.

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Highland Trust Partners

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Highland Trust Partners provides wealth management, portfolio management, financial planning, business succession planning & trust services.

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Asset Preservation Advisors

Crunchbase Website Twitter Facebook Linkedin

Asset Preservation Advisors expertise in providing portfolio management, municipal bonds, and municipal fixed income management services.

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Eads & Heald Wealth Management

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Eads & Heald Wealth Management provides a range of financial planning, investment management and strategic wealth planning services.

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Gleneagles Group

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Gleneagles Group offers wealth management and financial service.

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Your OneSource Solution

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Your OneSource Solution renders financial consulting, wealth management, investments, retirement, employee benefits and compliance services.

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Bales Financial Group

Crunchbase Website Twitter Facebook Linkedin

Bales Financial Group is financial planner that specializes in retirement planning, wealth management and tax preparation.

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TandemGrowth

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TandemGrowth provides financial services like wealth and risk management, asset planning, tax, retirement, and investment.

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Garrett & Robinson

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Garrett & Robinson is a financial service company that offers wealth, investment management, retirement and financial planning services.

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Fricke & Associates

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Fricke & Associates offers accounting, taxation, bookkeeping, consulting, quickbooks, auditing, litigation and wealth management services.

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McGowan Wealth Management

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McGowan Wealth Management offers investment and financial advice, retirement and estate plans for individuals and businesses.

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American Wealth Management

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American Wealth Management provides financial planning, stock brokerage, and investment planning services.

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McKinney Asset Management

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McKinney Asset Management is a financial consultancy that offers investment, wealth management and retirement planning services.

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Capstone Financial

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Capstone Financial provides objective advice and creating comprehensive plans that a premier, single-source wealth management firm.

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Gator Capital Management

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GCM is a boutique investment manager specializing in managing non-diversified, concentrated portfolios of high-quality growth stocks.

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Ronald Blue Trust

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Ronald Blue Trust specializes in investment management, financial advisory, tax, retirement, insurance and estate planning services.

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Arch Partners Insurance

Crunchbase Website Twitter Facebook Linkedin

Arch Partners Insurance provides various insurance-related products with financial planning and wealth management advisory services.

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Hankinson Wealth Advisors

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Hankinson Wealth Advisors provides wealth management services.

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Advanced Financial Strategists

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Advanced Financial Strategists is an investment consulting firm that offers financial planning, investment strategy and advisory services.

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Quigley Financial

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Quigley Financial provides wealth management services to individuals and small businesses.

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Carper Wealth Management

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Carper Wealth Management is an independent fee-based wealth management and financial planning firm located in Alpharetta, Georgia.

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Pierson Wealth Management

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Pierson Wealth Management is a wealth management company that offers financial and investment solutions.

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Marco Investments

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Marco offers the high net worth and institutional client peace of mind through discretionary portfolio management of individual securities.

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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