Mark Smith
This article showcases our top picks for the best Nebraska 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 Nebraska Wealth Management Startups
Data sourced from Crunchbase and SemRush.
Carson Wealth Management Group
Crunchbase Website Twitter Facebook Linkedin
Carson Wealth Management Group’s mission is to inspire our clients to achieve True Wealth through education, communication and service.
NorthStar Financial Services
Crunchbase Website Twitter Facebook Linkedin
An Omaha-based financial services firm with more than $300 billion in assets under management and administration
Cruise & Associates
Crunchbase Website Twitter Facebook Linkedin
Cruise & Associates offers specialized services in tax services, accounting, advisory, and IRS and state representation.
McMill
Crunchbase Website Twitter Facebook Linkedin
McMill primarily focuses on offering a wide range of wealth management, tax, accounting and business consulting services.
Northern Lights Distributors
Crunchbase Website Twitter Facebook Linkedin
Northern Lights Distributors is a broker-dealer specializing in mutual fund distribution.
Tagge Rutherford
Crunchbase Website Twitter Facebook Linkedin
Tagge Rutherford is a wealth management firm that offers investment advisory, financial planning and estate administration solutions.
Cattle Bank & Trust
Crunchbase Website Twitter Facebook Linkedin
Cattle Bank & Trust offers banking services such as deposits, savings, lending, loans, retail brokerage and wealth management.
Hayes & Associates
Crunchbase Website Twitter Facebook Linkedin
Hayes & Associates offers quick book, wealth management, accounting, financial, audit and business advisory services to various sectors.
Marcotte
Crunchbase Website Twitter Facebook Linkedin
Marcotte provides commercial and personal protection solutions, employee benefits, retirement planning, and wealth management services.
Citizens Bank & Trust Company
Crunchbase Website Twitter Facebook Linkedin
Citizens Bank & Trust Company is a community banking service that offers financial products and services.
Five Points Bank
Crunchbase Website Twitter Facebook Linkedin
Five Points Bank offers personal and business banking, financial services to agriculture, home mortgage and wealth management services.
Midlands Financial
Crunchbase Website Twitter Facebook Linkedin
Midlands Financial deals in financial services as well as investment and retirement services to help clients achieve their financial goals.
Nelson Murphy Insurance & Investments
Crunchbase Website Twitter Facebook Linkedin
Nelson Murphy Insurance & Investments offers financial/estate planning, insurance, retirement and investment management advisory services.
Abrahams Kaslow & Cassman
Crunchbase Website Twitter Facebook Linkedin
Abrahams Kaslow & Cassman is a legal service provider with services in corporate, business, employee, litigation and real estate law.
Plan A Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Plan A Wealth Management provides wealth management and investment services
Gifford & Cox
Crunchbase Website Twitter Facebook Linkedin
Gifford & Cox is a certified public accounting firm that provides business consulting, tax preparation and estate planning services.
SMITH HAYES Co.
Crunchbase Website Twitter Facebook Linkedin
SMITH HAYES Co. is a provider of asset management services to institutions.
Vista Wealth Group
Crunchbase Website Twitter Facebook Linkedin
Vista Wealth Group provides financial strategies and investment advisory services to individuals and businesses.
Brokerage Specialists
Crunchbase Website Twitter Facebook Linkedin
Brokerage Specialists offers financial services in retirement planning, portfolio analysis, consulting, insurance and brokerage.
TFG Wealth Management
Crunchbase Website Twitter Facebook Linkedin
TFG Wealth Management provides clients with exceptional investment services based upon the highest standards and principles.
SilverLeaf Wealth Management
Crunchbase Website Twitter Facebook Linkedin
SilverLeaf Wealth Management offers wealth management, financial management, insurance and tax planning services.
True Measure Wealth Management
Crunchbase Website Twitter Facebook Linkedin
True Measure Wealth Management operates as a fee-ony financial advisor firm.
Wiedeman Financial Services
Crunchbase Website Twitter Facebook Linkedin
Wiedeman Financial Services provides financial advisory on investment, retirement and business planning.
Skiles Loop Bremer & White CPAs
Crunchbase Website Twitter Facebook Linkedin
Skiles Loop Bremer & White CPAs expertise in accounting and tax preparations for several industries.
