19 Best Hawaii Wealth Management Companies and Startups

October 17, 2022

This article showcases our top picks for the best Hawaii 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

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Top Hawaii Wealth Management Startups

Data sourced from Crunchbase and SemRush.

Bank of Hawaii

Bank of Hawaii

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Bank of Hawaii Corporation is a bank holding company.

Hawaii State Federal Credit Union

Hawaii State Federal Credit Union

Crunchbase Website Twitter Facebook Linkedin

Hawaii State Federal Credit Union Provides Financial Services.

Hawaii State Federal Credit Union

Cadinha & Company

Crunchbase Website Twitter Facebook Linkedin

Cadinha & Company is an investment advisory firm that specializes in financial planning, wealth management and retirement services.

Hawaii State Federal Credit Union

Pearl Hawaii Federal Credit Union

Crunchbase Website Twitter Facebook Linkedin

Pearl Hawaii Federal Credit Union offers financial solutions, wealth management advice, credit cards, insurance, loans and banking services.

Hawaii State Federal Credit Union

Advantage Insurance Services

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Advantage Insurance Services provides home insurance, health insurance, business benefits, and TDI services.

Hawaii State Federal Credit Union

Island Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Island Wealth Management is a financial services company that provides investment management and financial planning services.

Hawaii State Federal Credit Union

Inpac Wealth Solutions

Crunchbase Website Twitter Facebook Linkedin

Inpac Wealth Solutions specializes in offering wealth management, retirement guidance and financial planning services.

Hawaii State Federal Credit Union

CMR Financial Advisors

Crunchbase Website Twitter Facebook Linkedin

CMR Financial Advisors provides investment management, retirement planning, wealth management, estate and financial planning services.

Hawaii State Federal Credit Union

The Rice Partnership

Crunchbase Website Twitter Facebook Linkedin

The Rice Partnership specializes in asset management, accounting, document management, taxation, estate planning and strategic advisory.

Hawaii State Federal Credit Union

Honolulu Financial Partners

Crunchbase Website Twitter Facebook Linkedin

Honolulu Financial Partners offers retirement planning, portfolio analysis, asset allocation, investment, and financial planning services.

Hawaii State Federal Credit Union

Apollo Wealth Management LTD

Crunchbase Website Twitter Facebook Linkedin

Apollo Wealth Management is an independent firm offering fee-only financial planning and investment management.

Hawaii State Federal Credit Union

Long Financial Services

Crunchbase Website Twitter Facebook Linkedin

Long Financial Services specializes in investment management along with retirement, insurance and financial planning services.

Hawaii State Federal Credit Union

Lee Financial Group Hawaii

Crunchbase Website Twitter Facebook Linkedin

Lee Financial Group Hawaii offers wealth management services through investment in mutual funds and tax-free municipal funds.

Hawaii State Federal Credit Union

BRIGHTTREE FINANCIAL

Crunchbase Website Twitter Facebook Linkedin

BRIGHTTREE FINANCIAL provides college financial planning, wealth management, and retirement planning services.

Hawaii State Federal Credit Union

Niwao & Roberts

Crunchbase Website Twitter Facebook Linkedin

Niwao & Roberts offers litigation support, auditing, bookkeeping, taxation, mergers, acquisitions and turnaround consulting services.

Hawaii State Federal Credit Union

Kawabe & Associates

Crunchbase Website Twitter Facebook Linkedin

Kawabe & Associates is a wealth management firm that provides wealth management solutions to business owners, entrepreneurs & individuals.

Hawaii State Federal Credit Union

Andrews Advisory Associates

Crunchbase Website Twitter Facebook Linkedin

Andrews Advisory Associates provides investment management services for individuals, small businesses and non-profit organizations.

Hawaii State Federal Credit Union

Milestone Coach

Crunchbase Website Twitter Facebook Linkedin

Milestone Coach is a financial firm that offers insurance, retirement, financial planning, wealth management, and advisory solutions

Hawaii State Federal Credit Union

Diamond Head Financial Advisors

Crunchbase Website Twitter Facebook Linkedin

Diamond Head Financial Advisors offers a spectrum of financial products that meet the client’s growth, income and risk profile requirements.

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