31 Top Michigan Wealth Management Companies and Startups of 2021

July 5, 2021

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

pocketnest

Crunchbase Website Twitter Facebook Linkedin

Pocketnest provides comprehensive financial planning to genx and millennials in a digital methodical platform.

Chemical Bank

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.

Chemical Bank

The 4100 Group

Crunchbase Website Twitter Facebook Linkedin

The 4100 Group offers investment and wealth management services.

Chemical Bank

Greenleaf Trust

Crunchbase Website Twitter Facebook Linkedin

Despite our firm’s name, you do not need a trust to work with us.

Chemical Bank

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®.

Chemical Bank

Clayton & McKervey

Crunchbase Website Twitter Facebook Linkedin

Clayton & McKervey helps businesses in the areas of accounting, tax, business consulting and advice.

Chemical Bank

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.

Chemical Bank

Bloomfield Hills Financial

Crunchbase Website Twitter Facebook Linkedin

Bloomfield Hills Financial is an independent financial planning and wealth management advisory firm.

Chemical Bank

Retirement Resources

Crunchbase Website Twitter Facebook Linkedin

Retirement Resources specializes in retirement planning strategies and wealth management consulting services.

Chemical Bank

Bredeweg & Zylstra

Crunchbase Website Twitter Facebook Linkedin

Bredeweg & Zylstra is an accounting firm that delivers bookkeeping, taxation, consultation and wealth management.

Chemical Bank

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.

Chemical Bank

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.

Chemical Bank

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.

Chemical Bank

AMDG Financial

Crunchbase Website Twitter Facebook Linkedin

Fee-only, fiduciary Registered Investment Adviser

Chemical Bank

Dynamic Wealth Solutions LLC

Crunchbase Website Twitter Facebook Linkedin

Registered Investment Advisory Firm

Chemical Bank

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.

Chemical Bank

Schwartz & Co

Crunchbase Website Twitter Facebook Linkedin

Schwartz & Co provides wealth management and investment banking services.

Chemical Bank

GEM Asset Management

Crunchbase Website Twitter Facebook Linkedin

GEM Asset Management provides financial planning & investment management services to individuals, businesses, and non-profit organizations.

Chemical Bank

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.

Chemical Bank

Shope & Associates

Crunchbase Website Twitter Facebook Linkedin

Shope & Associates provides a comprehensive suite of investment management & wealth planning services for business owners, divorced women.

Chemical Bank

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.

Chemical Bank

Planning Alternatives

Crunchbase Website Twitter Facebook Linkedin

Planning Alternatives provides financial planning, wealth management, investment advisory and portfolio management services to its clients.

Chemical Bank

Parkland Securities

Crunchbase Website Twitter Facebook Linkedin

Parkland Securities offers financial brokerage services.

Chemical Bank

Horizon Advisers

Crunchbase Website Twitter Facebook Linkedin

Horizon Advisers offers financial planning solutions, risk management, tax planning, asset and wealth management services.

Chemical Bank

Croskey Lanni

Crunchbase Website Twitter Facebook Linkedin

Croskey Lanni expertise in taxation, auditing, assurance, business accounting and wealth management services.

Chemical Bank

Freeman Tax Law

Crunchbase Website Twitter Facebook Linkedin

International Tax, Offshore Banking and Wealth Management Attorneys

Chemical Bank

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.

Chemical Bank

Braeburn Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Braeburn Wealth Management is a wealth management and investment advisory firm.

Chemical Bank

SHA Retirement Group

Crunchbase Website Twitter Facebook Linkedin

SHA Retirement Group specializes in offering financial planning, taxation, insurance, wealth and investment management services

Chemical Bank

Gabridge & Co

Crunchbase Website Twitter Facebook Linkedin

Gabridge & Co offers accounting, auditing, assurance, financial statements, tax & wealth management services to individuals and businesses.

Chemical Bank

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.

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