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98 Best New Jersey Based Wealth Management Startups and Companies 2021

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

Data sourced from Crunchbase and SemRush.

CarrotFi

CarrotFi

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Our cloud platform helps banks, credit unions, funds and servicers increase profitability and save homes.

FolioDynamix

FolioDynamix

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FolioDynamix, a provider of integrated wealth management technology solutions.

FolioDynamix

Sun National Bank

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Sun National Bank has a vested interest in moving our region forward, partnering with thousands of families.

FolioDynamix

RobustWealth

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RobustWealth is a digital wealth management platform built for their needs.

FolioDynamix

Interactive Advisory Software

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Interactive Advisory Software provides wealth management software-as-a-service solutions for financial advisors and wealth managers.

FolioDynamix

Macro Consulting

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Macro Consulting delivers financial planning, wealth and investment management services.

FolioDynamix

Albridge

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Albridge provides enterprise wealth management services that deliver an accurate, single view of all of their clients

FolioDynamix

CircleBlack

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CircleBlack is a financial technology firm that provides financial advisory and wealth management services.

FolioDynamix

Active Allocator

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ActiveAllocator is a digital asset allocation platform with technology-enabled customized advice capabilities.

FolioDynamix

Acorn Financial Services

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Acorn Financial Services specializes in wealth management, financial solutions, insurance, employee benefits and pension plans.

FolioDynamix

Modera Wealth Management

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Modera specializes in providing wealth management and portfolio management services.

FolioDynamix

AJE Wealth Management

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AJE Wealth Management provides financial and wealth management services.

FolioDynamix

Prestige Wealth Management Group

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Prestige Wealth Management is a consulting firm that offers investment management, insurance, tax, accounting, financial & estate planning.

FolioDynamix

The Edge

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The Edge provides financial assistance like investments in public markets, restructuring, insider buying and share buybacks.

FolioDynamix

The Green Group

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The Green Group is an accounting firm that provides tax, consulting, wealth management and advice.

FolioDynamix

Compuflex Corporation

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Compuflex Corporation is a software company that delivers solutions for automation, cash management and currency tracking.

FolioDynamix

Signet Financial Management

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Signet Financial Management is a wealth management firm that takes a personal approach in helping high-net-worth families.

FolioDynamix

Lassus Wherley & Associates

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Lassus Wherley, is a fee-only wealth management firm.

FolioDynamix

Synthesis Wealth Planning

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Synthesis Wealth Planning deals with complete financial planning and wealth management services.

FolioDynamix

Hudson Wealth Management

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Hudson Wealth Management provides customized financial planning and consulting services.

FolioDynamix

Charter Advisory Group LLC

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Investment management, tax advisory, and wealth planning firm. Family office, business consulting and financial oversight services.

FolioDynamix

Collins Lambert

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Collins Lambert is an integrated wealth management firm.

FolioDynamix

Leaf Miele Manganelli Fortunato Engel

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Leaf Miele Manganelli Fortunato Engel deals with auditing, accounting, tax and wealth management advisory services for the business.

FolioDynamix

Reaves Asset Management

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Reaves Asset Management provides investment management services, investment advisory, and portfolio management services.

FolioDynamix

Financial Principles

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Financial Principles provides financial planning, retirement, education planning, wealth management, insurance & asset allocation services.

FolioDynamix

Phyphar

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Phyphar is a CPA firm that offers services in accounting, tax preparation, payroll and finance.

FolioDynamix

Mills & Defilippis

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Mills & Defilippis is an accounting firm that provides taxation, estate, financial/retirement planning and litigation support services.

FolioDynamix

Compass CFO Solutions

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Compass CFO Solutions provides cash management, wealth management, accounting, financial advisory, payroll, taxation & consulting services.

FolioDynamix

Masso Torrence Wealth Management

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Masso Torrence Wealth Management is providing corporate retirement plans for physicians, dentists, attorneys, and small-business owners.

FolioDynamix

JFL Total Wealth Management

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JFL Total Wealth Management provides financial services like tax preparation, asset management, and real estate investment.

FolioDynamix

Professional Economic Growth Group

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Professional Economic Growth Group specializes in wealth and asset management, and personal and business insurance services.

FolioDynamix

Parks Wealth Management

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Parks Wealth Management is an independent wealth management firm in Ridgewood, New Jersey.

FolioDynamix

Economic Concepts

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Economic Concepts is an independent wealth advisory firm.

FolioDynamix

Van Leeuwen & Company

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Van Leeuwen & Company is a financial services firm that specializes in wealth management services.

FolioDynamix

CapitalWave

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CapitalWave is an organization that provides e-learning and corporate training for the investment and wealth management sectors.

FolioDynamix

Aspen Wealth Management

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Aspen Wealth Management is an independent financial service provider.

FolioDynamix

Friedenthal Financial

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Friedenthal Financial is an investment firm that provides wealth management and consulting services .

FolioDynamix

Wealth Management Associates

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Wealth Management Associates is a registered investment advisory firm.

FolioDynamix

Round Angle Advisors

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Round Angle Advisors offers retirement planning, risk management, security, investment and insurance services.

FolioDynamix

Traphagen Investment Advisors

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Traphagen Investment Advisors specializes in accounting, wealth management, financial reporting and advisory services.

FolioDynamix

Biltmore Capital Advisors

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Biltmore Capital Advisors provides financial planning and wealth management services.

FolioDynamix

Randy Neumann Wealth Management

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Randy Neumann Wealth Management is a financial planning and advisory firm.

FolioDynamix

Froehlich Financial Group

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Froehlich Financial Group is a wealth advisor that offers wealth management, taxation, insurance, retirement planning & consulting services.

FolioDynamix

Sensus Investment Management

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Sensus is a financial service company which offers investment management, corporate retirement planning, and wealth management services.

FolioDynamix

Levine, Jacobs & Company

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Levine, Jacobs & Company is an accounting firm that also offers tax and management advisory services.

FolioDynamix

Northeast Financial Network

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Northeast Financial Network renders retirement planning, insurance, investment management, risk management and wealth management services.

FolioDynamix

Atrium Financial

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Atrium Financial provides a wide range of financial services like investment, retirement strategy, and insurance.

FolioDynamix

Salvus Wealth Management

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Salvus Wealth Management is an advisory firm that provides wealth management and financial services.

FolioDynamix

Gitterman Wealth Management

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Gitterman Wealth Management provides asset management and wealth management services.

FolioDynamix

DeCesare Retirement Specialists

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DeCesare Retirement Specialists provides full-service financial solutions for well-planned retirement and wealth management to companies.

FolioDynamix

Total Financial Concepts

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Total Financial Concepts is providing financial products and services.

FolioDynamix

Four Points Capital Partners

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Four Points Capital Partners provides strategic & innovative financial products, investment, wealth management & trading advisory services.

FolioDynamix

Solitario & Tierney

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Solitario & Tierney is an accounting firm that specializes in financial planning, estate planning and tax services.

FolioDynamix

Sax Wealth Advisors

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Sax Wealth Advisors provides financial services such as investment management, financial and estate planning, proactive tax planning.

FolioDynamix

LB Goodman & Co

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LB Goodman & Co provides tax, assurance, accounting, business consulting, and wealth management services.

FolioDynamix

Ambre Financial

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Ambre Financial specializes in wealth management, insurance, retirement and financial planning services to business owners and individuals.

FolioDynamix

Wechter Feldman Wealth Management

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Wechter Feldman Wealth Management provides financial solutions, risk, investment and wealth management services.

FolioDynamix

Summit Asset Management

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Summit Asset Management expertise in wealth management and tax-planning that offers financial planning for both individuals and businesses.

FolioDynamix

First Capital Advisors Group

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First Capital Advisors Group is a wealth management firm that offers business planning and financial service.

FolioDynamix

Bernard Caroli Wealth Management

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BCWM is a Wealth Management company providing financial solutions based on sound, unbiased advice.

FolioDynamix

AGS Aurora Financial Services

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AGS Aurora Financial Services offers insurance planning, education funding, wealth management, retirement planning and investment services.

FolioDynamix

RMR Wealth Builders

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RMR Wealth Builders renders financial, estate, retirement planning, consulting, review, taxation, college planning and insurance services.

FolioDynamix

Kenneth Jerome & Co

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Kenneth Jerome & Co is in the retail brokerage industry and specializes in financial securities, retirement plans, mutual funds & insurance.

FolioDynamix

Sacks & Associates

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Sacks & Associates provides wealth, risk, asset management, cash flow analysis, retirement planning, tax and estate planning services.

FolioDynamix

George McKelvey Company

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George McKelvey Company fixates on wealth management of clients with investment advisory and portfolio management services.

FolioDynamix

King Financial Network

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King Financial Network is a wealth management firm.

FolioDynamix

McLaughlin Asset Management Inc

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McLaughlin Asset Management Inc is a Financial Advisory & Wealth Management Firm.

FolioDynamix

Groesbeck Investment Management Corporation

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Groesbeck Investment Management Corporation is an investment advisory firm that provides equity portfolio management & consulting services.

FolioDynamix

Financial Focus Group

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Financial Focus Group provides financial services like investment, retirement, insurance, wealth management, and corporate services.

FolioDynamix

Maltin Wealth Management

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Maltin Wealth Management helps individuals, families, institutions and not-for-profit institutions with investment advisory services.

FolioDynamix

Mendham Wealth Partners

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Mendham Wealth Partners is a wealth management firm that offers financial planning, investment management and insurance services.

FolioDynamix

Barry Capital Management

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Barry Capital Management provides wealth management, transition planning, investment management, financial and retirement planning services.

FolioDynamix

LPA Strategic Capital

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LPA Strategic Capital renders retirement planning, portfolio construction, investment advice, estate planning and wealth management service.

FolioDynamix

The Financial Company

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The Financial Company provides financial services like portfolio and asset management, estate planning and investment solutions.

FolioDynamix

The Benchmark Group

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The Benchmark Group offers wealth planning, investment banking, insurance and financial services.

FolioDynamix

Calyx Capital Advisors

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Calyx Capital Advisors is a wealth management firm that provides comprehensive investment advice services.

FolioDynamix

The Hartshorne Group

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The Hartshorne Group specializes in wealth management, advice, financial planning and investment services.

FolioDynamix

SICA Wealth Management

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SICA Wealth Management is an investment management and consulting firm.

FolioDynamix

Arurora Private Wealth

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Arurora Private Wealth provides financial planning, investment advisory, wealth planning, risk management and retirement planning services.

FolioDynamix

Guarino Wealth Management

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Guarino Wealth Management provides risk management, portfolio management, taxation, financial planning, estate and legacy planning services.

FolioDynamix

Highlander Capital Management

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HCM is an SEC-registered Investment Adviser that provides money management services to individuals, ERISA accounts and corporations.

FolioDynamix

Hartford Life Private Placement

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Hartford Life Private Placement offers insurance and wealth management services for consumers and businesses.

FolioDynamix

Aljen

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Aljen Asset Management provides asset and wealth management, financial planning services and products to families and corporations.

FolioDynamix

Eagle Wealth Strategies

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Eagle Wealth Strategies a solid financial plan in place is certainly important in today’s complex times.

FolioDynamix

MRA Advisory Group

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MRA Advisory Group specializes in financial planning, wealth management, tax preparation, insurance solutions and real estate services.

FolioDynamix

Nicholas Pascarella & Co

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Nicholas Pascarella & Co provides financial planning, investment management and strategic wealth planning services.

FolioDynamix

Black Brook Wealth Advisors

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Black Brook Wealth Advisors is a full-service investment company that provides wealth management solutions to small and medium-sized firms.

FolioDynamix

Lawlor & Company

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Lawlor & Company is an accounting firm that expertise in taxation, auditing and financial planning along with industry-specific services.

FolioDynamix

Revolve Wealth Partners

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Revolve Wealth Partners is an investment advisory company.

FolioDynamix

Westfield Wealth Management

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Westfield Wealth Management provides financial services like risk management, investment, financial planning, and retirement plan services.

FolioDynamix

McGrady Group

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McGrady Group specializes in wealth management, employee benefits, cash flow analysis, estate and financial planning services.

FolioDynamix

Family Investors Company

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Family Investors Company provides stocks, bonds, annuities, retirement plans, insurance, financial planning & investment advisory services.

FolioDynamix

East Coast Wealth Management

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East Coast Wealth Management offers financial planning, investment management, insurance, risk management, and wealth management services.

FolioDynamix

LWS Wealth Advisors

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LWS Wealth Advisors is a firm that primarily focuses on offering a comprehensive range of financial planning and asset management services.

FolioDynamix

Ridgewood investments

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Ridgewood investments offer financial and investment strategies, wealth management and investment advisory services to its clients.

FolioDynamix

Straight Talk

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Straight Talk is a financial solutions firm that offers wealth management, accounting, cash flow management and employee benefit services.

FolioDynamix

Pollack Financial Group

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Pollack Financial Group offers wealth management, investment management, and financial planning services.

FolioDynamix

Financial Life Focus

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Financial Life Focus specializes in financial life planning, advisory, consulting and wealth 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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