Private Wealth Management companies

Allocate provides an intelligent operating system for private markets, connecting wealth advisory firms with fund managers and managing subscriptions, capital f…

Brown Brothers Harriman is a privately held global financial services firm, founded in 1818, offering asset servicing, global markets, wealth management, corpor…

AllianceBernstein is a global investment management and wealth planning firm managing $839 billion in assets across 27 countries.

Cerity Partners is a national wealth management and advisory firm serving high-net-worth individuals, families, businesses, and nonprofits with financial planni…

NOVA Wealth is a UK-based financial advice and wealth management firm that combines human expertise with its Lifeline technology platform to serve over 500 hous…

Brighton Jones is a wealth management firm providing holistic financial planning and advisory services to high-net-worth individuals and families through more t…

Compound Planning is a digital family office providing wealth management, tax services, and investment access through a proprietary technology platform.

Argent Financial Group is an independent fiduciary firm providing wealth management, asset management, and asset servicing solutions across the United States.

Opto Investments is a fintech company that provides a platform for wealth managers, family offices, and private banks to manage private markets investments end…

Focus Financial Partners is a financial services firm providing integrated wealth management, family office, and business management services across a global ne…

Franklin Templeton is a global asset management firm offering mutual funds, ETFs, wealth management, and alternative investments, operating in over 30 countries…

Arta Finance builds a digital family office platform that uses AI and deep tech to democratize sophisticated wealth management strategies for a broader investor…

Jordan Park is a multi-family office and SEC-registered investment adviser providing investment management, financial advisory and purpose-driven wealth managem…

FNBO is the largest privately-owned U.S. bank, offering personal, business, commercial, and wealth management banking across eight states since 1857.

AssetMark is a US-based wealth management platform serving over 10,000 independent financial advisors with technology, investment solutions, and business consul…

The Baldwin Group is a US-based advisory firm providing risk management, insurance, employee benefits, and wealth management services to over two million custom…

Kestra Holdings operates an ecosystem of financial firms providing wealth management platforms and solutions to independent financial advisors nationwide.

SEI is a global financial technology, operations, and asset management services provider for the banking, wealth management, and investment sectors.

iA Financial Group is a major Canadian insurance and wealth management company offering life, health, auto, and home insurance along with investment and retirem…

Sixth Street is a global investment firm with over $130 billion in assets under management, providing flexible capital solutions across public and private marke…