This article showcases our top picks for the best Wisconsin 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 Wisconsin Wealth Management Startups
Data sourced from Crunchbase and SemRush.
CountAbout
Crunchbase Website Twitter Facebook Linkedin
CountAbout designs and develops online personal financial management solutions.
Simply Solutions
Crunchbase Website Twitter Facebook Linkedin
Simply Solutions is a privately held company founded in 2011 in Janesville, WI USA.
Artisan Partners
Crunchbase Website Twitter Facebook Linkedin
Artisan Partners is a global investment management firm.
Robert W. Baird’s Baird Funds
Crunchbase Website Twitter Facebook Linkedin
Baird Funds is doing investment management business with institutional and individual investors with more than $28 billion in assets.
1492 Capital Management
Crunchbase Website Twitter Facebook Linkedin
1492 Capital Management offers a wealth management advisory service.
Hometown Bank
Crunchbase Website Twitter Facebook Linkedin
Hometown Bank provides personal banking, business banking, loans, mortgages, online banking, wealth and treasury management services.
Promontory Point Capital
Crunchbase Website Twitter Facebook Linkedin
Promontory Point Capital is an investment banking boutique with a focus on privately-held businesses located in the Midwest.
The Suby Group
Crunchbase Website Twitter Facebook Linkedin
The Suby Group offers taxation, retirement, estate planning, payroll, audits, bookkeeping and wealth management services for restaurants.
Orgel Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Orgel Wealth Management is an investment and financial advisory service provider company.
McCarthy Grittinger Financial Group
Crunchbase Website Twitter Facebook Linkedin
McCarthy Grittinger Financial Group offers investment advisory and financial planning services.
Linden Investment Advisors
Crunchbase Website Twitter Facebook Linkedin
Linden Investment Advisors provides insurance, investment consultancy, advisory, wealth management and tax services.
ACC-U-Rite Tax Service
Crunchbase Website Twitter Facebook Linkedin
ACC-U-Rite Tax Service offers a wide range of financial services like accounting, tax preparation, and wealth management.
Marietta Investment Partners
Crunchbase Website Twitter Facebook Linkedin
Marietta Investment Partners is an investment advisory firm that provides wealth and portfolio management solutions.
Capital Market Consultants
Crunchbase Website Twitter Facebook Linkedin
Capital Market Consultants provides wealth management and financial services.
Cleary Gull Advisors
Crunchbase Website Twitter Facebook Linkedin
Cleary Gull Advisors offers RIA and wealth management services.
Winch Financial
Crunchbase Website Twitter Facebook Linkedin
Winch Financial offers wealth management, risk management, insurance, retirement & education planning, tax planning & preparation services.