This article showcases our top picks for the best New York City 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 New York City Wealth Management Startups
Data sourced from Crunchbase and SemRush.
Citi
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Citigroup is a diversified financial services holding company that provides various financial products and services.
SmartAsset
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SmartAsset is the web’s go-to resource for financial advice connecting consumers with financial advisors.
Yieldstreet
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Yieldstreet is a management platform that provides institutional investors with access to income-generating investment products.
Harness Wealth
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Harness Wealth provides the next generation of builders confidence in their best financial future.
JP Morgan
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JP Morgan offers financial services, serving large multinationals, emerging companies, institutional investor, and individuals.
Catch
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Catch creates a new personal safety net that is accessible, affordable, and effective.
NFP
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NFP is a insurance broker and consultant that cares deeply about their employees’ and clients’ well-being.
Artivest
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Artivest provides access at lower investment minimums to a select assortment of privately offered alternative investment funds.
AdvisorEngine
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AdvisorEngine is a next-generation wealth management platform for investment advisors to help grow their business.
Clarity Money
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Clarity Money empowers and saves you money with transformative financial organization, transparency and advocacy.
EQUITYMULTIPLE
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EquityMultiple is a platform that makes real estate investing simple, accessible, and transparent.
ForwardLane
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ForwardLane is the essential insights platform used by financial professionals for personalized conversations
Finhabits
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Finhabits is the leading fintech for U.S. Latinos.
Positivly
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The world’s first financial personality test, matching people to investments and advice.
Carver Federal Savings Bank
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Carver Federal Savings Bank providing and building wealth for its customers and to creating sustainable communities.
Marstone Inc.
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Enterprise-ready, digital wealth management solutions
Openfolio
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Openfolio is a platform that leverages portfolio data from over 100,000 investors to help users invest better, together.
Jefferies
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Jefferies provides research and execution services in equity, fixed income, and foreign exchange markets.
Compound
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A global residential real estate investment platform.
ALPHABETA
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Visual collaboration to bring together students, practitioners & consumers in financial markets through unique immersive user experiences
Hedgeable
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Hedgeable is the only private wealth management platform for millennials.
Silvercrest Asset Management Group
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Silvercrest Asset Management Group provides asset management and family office services to families and select institutional investors.
AllianceBernstein
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AllianceBernstein is a publicly traded global asset management firm, with approximately $735 billion in assets under management at March
Visible Wealth Management Inc.
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Visible Wealth Management is a next generation investment advisory business using the ALPHABETA technology platform.
Tradeweb
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Tradeweb Markets is a global marketplace for electronic fixed income.
Ballooning Nest Eggs
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Patented & 1st monetary gifting platform for Millennial parents to corral friends & family to pitch in & grow their kids’ long-term wealth.
Arch
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Arch digitally manages private investment operations for investors and investment advisors.
IDB Bank
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IDB is a New York-based private and commercial global bank with $10 billion in assets and locations in the U.S., Latin America and Israel.
Bancnotes Wealth Management
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Investment Company for Blacks and Latinx
Fusion Acquisition Corp. II
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Fusion Acquisition Corp. II is a blank-check company formed to unlock shareholder value by identifying an acquisition target.
Silvur
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Silvur is a retirement planning app that helps baby boomers reach their retirement goals.
Gold Bullion International
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GBI specializes in providing precious metals to individual investors and the wealth management industry.
Morgan Stanley Venture Partners
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Morgan Stanley Venture Partners is a private equity firm that invests in high-growth companies in the technology and healthcare industries.
GuideVine
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GuideVine helps financial firms grow their client base & optimize marketing spend & mix, through conversion-focused SaaS platforms
Castle Placement
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Castle Placement is an investment bank raising capital and arranging loans for companies from over 3,000 private equity investors/lenders.
LendIt
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The largest conference series dedicated to connecting the global fintech & lending communities.
Wealth Management Systems
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WMSI is develop technology solutions to transform distribution and rollover processing for leading retirement and financial services firms.
Odyssey Financial Technologies
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Odyssey Financial Technologies is a global financial technology company specializing in front and middle-office software for the Private
Silver Management Group, Inc
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Silver Management Group is an IT company that offers portfolio management and performance measurement services.
Fortis Lux Financial
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Fortis Lux Financial is financial planning firm that offers wealth management solutions, protection, risk management services & more.
The Solaris Group
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The Solaris Group is a wealth strategy, investment consulting & asset management firm.
Glocap Search
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Glocap Search LLC, an executive search company, provides recruiting services for private equity, hedge funds, wealth management firms,
Edmund
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Edmund is an operator of an institutional-grade digital wealth custodian offering service to institutional investors and asset issuers.
Laidlaw & Company
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Investment boutique with over 170 years experience that is dedicated to providing a broad array of traditional and alternative investments
Klingenstein, Fields & Co
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Provide customized financial and investment counsel, delivered with integrity, trust and the utmost in personal service.
Broad Creek Capital
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Broad Creek Capital is an investment firm that largely invests in real estate, venture, and growth-stage equity.
Holocene Advisors
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Holocene Advisors is an investment management firm offering financial services and wealth management.