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
Top Hawaii Wealth Management Startups
Data sourced from Crunchbase and SemRush.
Bank of Hawaii
Crunchbase Website Twitter Facebook Linkedin
Bank of Hawaii Corporation is a bank holding company.
Hawaii State Federal Credit Union
Crunchbase Website Twitter Facebook Linkedin
Hawaii State Federal Credit Union Provides Financial Services.
Cadinha & Company
Crunchbase Website Twitter Facebook Linkedin
Cadinha & Company is an investment advisory firm that specializes in financial planning, wealth management and retirement services.
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.
Advantage Insurance Services
Crunchbase Website Twitter Facebook Linkedin
Advantage Insurance Services provides home insurance, health insurance, business benefits, and TDI services.
Island Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Island Wealth Management is a financial services company that provides investment management and financial planning services.
Inpac Wealth Solutions
Crunchbase Website Twitter Facebook Linkedin
Inpac Wealth Solutions specializes in offering wealth management, retirement guidance and financial planning services.
CMR Financial Advisors
Crunchbase Website Twitter Facebook Linkedin
CMR Financial Advisors provides investment management, retirement planning, wealth management, estate and financial planning services.
The Rice Partnership
Crunchbase Website Twitter Facebook Linkedin
The Rice Partnership specializes in asset management, accounting, document management, taxation, estate planning and strategic advisory.
Honolulu Financial Partners
Crunchbase Website Twitter Facebook Linkedin
Honolulu Financial Partners offers retirement planning, portfolio analysis, asset allocation, investment, and financial planning services.
Apollo Wealth Management LTD
Crunchbase Website Twitter Facebook Linkedin
Apollo Wealth Management is an independent firm offering fee-only financial planning and investment management.
Long Financial Services
Crunchbase Website Twitter Facebook Linkedin
Long Financial Services specializes in investment management along with retirement, insurance and financial planning services.
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.
BRIGHTTREE FINANCIAL
Crunchbase Website Twitter Facebook Linkedin
BRIGHTTREE FINANCIAL provides college financial planning, wealth management, and retirement planning services.
Niwao & Roberts
Crunchbase Website Twitter Facebook Linkedin
Niwao & Roberts offers litigation support, auditing, bookkeeping, taxation, mergers, acquisitions and turnaround consulting services.
Kawabe & Associates
Crunchbase Website Twitter Facebook Linkedin
Kawabe & Associates is a wealth management firm that provides wealth management solutions to business owners, entrepreneurs & individuals.
Andrews Advisory Associates
Crunchbase Website Twitter Facebook Linkedin
Andrews Advisory Associates provides investment management services for individuals, small businesses and non-profit organizations.
Milestone Coach
Crunchbase Website Twitter Facebook Linkedin
Milestone Coach is a financial firm that offers insurance, retirement, financial planning, wealth management, and advisory solutions
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.