Wealth Management companies

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…

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

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

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

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

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

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

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

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

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

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

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

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

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

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

WSFS Bank is a regional financial services company offering commercial, consumer, and wealth management services across the Greater Philadelphia and Delaware re…

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

Empower is a leading financial services company and the second-largest retirement provider in the US, serving over 19 million customers with retirement plans, w…

A leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services.

A diversified, community-based financial services company helping customers with banking, investing, and wealth management since 1852.