Mark Smith
This article showcases our top picks for the best Michigan 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 Michigan Wealth Management Startups
Data sourced from Crunchbase and SemRush.
pocketnest
Crunchbase Website Twitter Facebook Linkedin
Pocketnest provides comprehensive financial planning to genx and millennials in a digital methodical platform.
Chemical Bank
Crunchbase Website Twitter Facebook Linkedin
Chemical Bank is a community bank that has served Michigan for over 95 years. Member FDIC. Equal Housing Lender.
The 4100 Group
Crunchbase Website Twitter Facebook Linkedin
The 4100 Group offers investment and wealth management services.
Greenleaf Trust
Crunchbase Website Twitter Facebook Linkedin
Despite our firm’s name, you do not need a trust to work with us.
Investment Link
Crunchbase Website Twitter Facebook Linkedin
Investment Link® is a platform for Financial Advisors and Self-Directed Users to manage retirement income branded under Retirement Buckets®.
Clayton & McKervey
Crunchbase Website Twitter Facebook Linkedin
Clayton & McKervey helps businesses in the areas of accounting, tax, business consulting and advice.
Isabella Community Credit Union
Crunchbase Website Twitter Facebook Linkedin
Isabella Community Credit Union is a non-profit financial cooperative that offers financial products and personal service to its members.
Bloomfield Hills Financial
Crunchbase Website Twitter Facebook Linkedin
Bloomfield Hills Financial is an independent financial planning and wealth management advisory firm.
Retirement Resources
Crunchbase Website Twitter Facebook Linkedin
Retirement Resources specializes in retirement planning strategies and wealth management consulting services.
Bredeweg & Zylstra
Crunchbase Website Twitter Facebook Linkedin
Bredeweg & Zylstra is an accounting firm that delivers bookkeeping, taxation, consultation and wealth management.
Thumb Bank & Trust
Crunchbase Website Twitter Facebook Linkedin
Thumb Bank & Trust deals with financial solutions that offer personal banking, wealth management, business and agribusiness loans.
Capital Analysts of Jacksonville Florida, Inc
Crunchbase Website Twitter Facebook Linkedin
Capital Analysts is an investment company that focuses on wealth management, wealth management services, and financial advise.
Starr Commonwealth MI
Crunchbase Website Twitter Facebook Linkedin
Starr Commonwealth is internationally recognized as a leader in transformational programs for children, families, schools and communities.
AMDG Financial
Crunchbase Website Twitter Facebook Linkedin
Fee-only, fiduciary Registered Investment Adviser
Dynamic Wealth Solutions LLC
Crunchbase Website Twitter Facebook Linkedin
Registered Investment Advisory Firm
Riverbank Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Riverbank Wealth Management is a financial service company that specializes in wealth transfer & health insurance advisory services.
Schwartz & Co
Crunchbase Website Twitter Facebook Linkedin
Schwartz & Co provides wealth management and investment banking services.
GEM Asset Management
Crunchbase Website Twitter Facebook Linkedin
GEM Asset Management provides financial planning & investment management services to individuals, businesses, and non-profit organizations.
Kaplan Merzlak
Crunchbase Website Twitter Facebook Linkedin
Kaplan Merzlak is a full accounting service provider that offers cash flow, budget analysis, tax planning, merger and acquisition services.
Shope & Associates
Crunchbase Website Twitter Facebook Linkedin
Shope & Associates provides a comprehensive suite of investment management & wealth planning services for business owners, divorced women.
University Lending Group
Crunchbase Website Twitter Facebook Linkedin
University Lending Group is a mortgage provider company that provides Conventional, FHA loans, VA loans, Renovation Loans, and many more.
Planning Alternatives
Crunchbase Website Twitter Facebook Linkedin
Planning Alternatives provides financial planning, wealth management, investment advisory and portfolio management services to its clients.
Parkland Securities
Crunchbase Website Twitter Facebook Linkedin
Parkland Securities offers financial brokerage services.
Horizon Advisers
Crunchbase Website Twitter Facebook Linkedin
Horizon Advisers offers financial planning solutions, risk management, tax planning, asset and wealth management services.
Croskey Lanni
Crunchbase Website Twitter Facebook Linkedin
Croskey Lanni expertise in taxation, auditing, assurance, business accounting and wealth management services.
Freeman Tax Law
Crunchbase Website Twitter Facebook Linkedin
International Tax, Offshore Banking and Wealth Management Attorneys
Lake-Osceola State Bank
Crunchbase Website Twitter Facebook Linkedin
Lake-Osceola State Bank offers a range of personal banking, business banking, loans and credit services as well as online banking services.
Braeburn Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Braeburn Wealth Management is a wealth management and investment advisory firm.
SHA Retirement Group
Crunchbase Website Twitter Facebook Linkedin
SHA Retirement Group specializes in offering financial planning, taxation, insurance, wealth and investment management services
Gabridge & Co
Crunchbase Website Twitter Facebook Linkedin
Gabridge & Co offers accounting, auditing, assurance, financial statements, tax & wealth management services to individuals and businesses.
Calcite Credit Union
Crunchbase Website Twitter Facebook Linkedin
Calcite Credit Union provides a wide range of financial products and services include mortgages, cards and wealth management services.
