Mark Smith
This article showcases our top picks for the best Alabama 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
[adace-ad id=”7108″]
Top Alabama Wealth Management Startups
Data sourced from Crunchbase and SemRush.
Oakworth Capital Bank
Crunchbase Website Twitter Facebook Linkedin
Oakworth Capital Bank is an investment management company focused on providing custom banking and wealth management solutions.
WA Asset Management
Crunchbase Website Twitter Facebook Linkedin
WA Asset Management offers personal wealth management, tax, estate, retirement plan, and institutional consulting services.
BBVA USA
Crunchbase Website Twitter Facebook Linkedin
BBVA USA is a commercial bank that offers its products and services, such as consumer loans, mortgages, insurance, and wealth management.
PW&Co
Crunchbase Website Twitter Facebook Linkedin
PW&Co provides investment banking, financial advisory, business valuation, mergers and acquisitions services.
Fi Plan Partners
Crunchbase Website Twitter Facebook Linkedin
Fi Plan Partners is an investment firm that provides financial planning, wealth management, and business consulting services.
The Frazer Lanier Company
Crunchbase Website Twitter Facebook Linkedin
The Frazer Lanier Company provides a range of investment banking, municipal and corporate financing services for public and private clients.
Brantley Bank & Trust
Crunchbase Website Twitter Facebook Linkedin
Brantley Bank & Trust provides all banking services like accounts, credit cards, loans, and e-banking.
G.L. Smith and Associates
Crunchbase Website Twitter Facebook Linkedin
G.L. Smith and Associates offers wealth management, asset allocation strategies, risk management, insurance, and bond management services.
BCR Wealth
Crunchbase Website Twitter Facebook Linkedin
BCR Wealth offers financial planning, retirement, estate, education planning, wealth management, investment and risk management services.
Cocoon Resources
Crunchbase Website Twitter Facebook Linkedin
Cocoon Resources specializes in crowdfunding, entrepreneurship, commercialization, investment, and wealth management services.
Wilson Investment Group
Crunchbase Website Twitter Facebook Linkedin
Wilson Investment Group is a financial solutions firm that provides insurance, taxation, investment, and wealth management services.
Mainsail Asset Management
Crunchbase Website Twitter Facebook Linkedin
Mainsail Asset Management provides a wide range of wealth and financial advice, investment consulting, and advanced planning solutions.
Community Service Programs
Crunchbase Website Twitter Facebook Linkedin
CSP is a private, nonprofit, community action agency created by the economic opportunity act to improve the quality of life.
Saliba Asset Management
Crunchbase Website Twitter Facebook Linkedin
Saliba Asset Management is a financial firm that provides planning and investment strategies to promote business growth for organizations.
Meld Financial
Crunchbase Website Twitter Facebook Linkedin
Meld Financial is a wealth management firm that offers financial planning, investment management, and employee benefits.
Safe Harbor Financial Services
Crunchbase Website Twitter Facebook Linkedin
Safe Harbor Financial Services is an advisory firm that offers wealth management, asset protection, investment and life insurance services.
Bridgeworth Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Bridgeworth Wealth Management specializes in financial planning, investment management, retirement planning and risk management services.
Kemp & Associates
Crunchbase Website Twitter Facebook Linkedin
Kemp & Associates is an accounting firm that offers auditing, taxation, payroll, financial statements, trust and estate planning services.
PMG
Crunchbase Website Twitter Facebook Linkedin
PMG is a wealth management company that provides retirement, insurance, estate, tax, and financial planning services.
22nd State Bank
Crunchbase Website Twitter Facebook Linkedin
22nd State Bank is a banking industry firm.
Lentz Thompson Retirement Advisors
Crunchbase Website Twitter Facebook Linkedin
Lentz Thompson Retirement Advisors offers financial services.
SA Stone Wealth Management Inc.
Crunchbase Website Twitter Facebook Linkedin
SA Stone Wealth Management Inc. provides an integrated platform of technology, comprehensive wealth management & investment services.
CapSouth
Crunchbase Website Twitter Facebook Linkedin
CapSouth is a wealth management company that offers investment strategy, financial planning and personalized services.
The Welch Group
Crunchbase Website Twitter Facebook Linkedin
The Welch Group is a financial planning and advisory firm.
Secure First Credit Union
Crunchbase Website Twitter Facebook Linkedin
Secure First Credit Union provides financial products and banking services.
Dyken Wealth Strategy
Crunchbase Website Twitter Facebook Linkedin
Dyken Wealth Strategy is an investment advisory firm that offers wealth management and advisory services for healthcare professionals.
Cole Financial Planning and Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Cole Financial Planning and Wealth Management offers cash flow analysis, debt management, retirement planning, insurance & risk management.
Alliance Wealth Management Group
Crunchbase Website Twitter Facebook Linkedin
Alliance Wealth Management Group offers retirement income strategies, wealth management, life insurance, estate planning, and tax planning.
Grinkmeyer Leonard Financial
Crunchbase Website Twitter Facebook Linkedin
Grinkmeyer Leonard Financial offers clients creative solutions, objective advice to make informed decisions, and proactive support.
Mobile Bay Financial Solutions
Crunchbase Website Twitter Facebook Linkedin
Mobile Bay Financial Solutions is a financial service company.
Money Management Services
Crunchbase Website Twitter Facebook Linkedin
Money Management Services is a financial consulting firm that offers wealth management, financial, and retirement planning services.
Truewealth Advisors
Crunchbase Website Twitter Facebook Linkedin
Truewealth Advisors is a wealth management firm that offers retirement income, estate and asset protection planning services.
PMD Advisory
Crunchbase Website Twitter Facebook Linkedin
PMD Advisory is a fee-based advisory firm that provides an array of advisory services in retirement plans and wealth management.
Passmore Planning Professionals
Crunchbase Website Twitter Facebook Linkedin
Passmore Planning Professionals is a financial firm that offers consulting, tax advice, planning, wealth management, and investment advice.
Downs and Associates
Crunchbase Website Twitter Facebook Linkedin
Downs and Associates specialize in taxation, accounting, bookkeeping, payroll, business valuation and wealth advisory planning services.
Wesban Financial Consultants
Crunchbase Website Twitter Facebook Linkedin
Wesban Financial Consultants provides comprehensive financial planning and investment management services with a personal approach.
Longview Financial Advisors
Crunchbase Website Twitter Facebook Linkedin
Longview Financial Advisors provides financial planning and wealth management services.
Smith Thornton Advisors
Crunchbase Website Twitter Facebook Linkedin
Smith Thornton Advisors specializes in wealth management, investment, tax, accounting, and financial services.
Mitchell McLeod Pugh & Williams
Crunchbase Website Twitter Facebook Linkedin
Mitchell McLeod Pugh & Williams provides wealth management and retirement plan consulting services.
Benefit Planners
Crunchbase Website Twitter Facebook Linkedin
Benefit Planners provides financial and insurance services.
Cornerstone Insurance & Financial Services
Crunchbase Website Twitter Facebook Linkedin
Cornerstone Insurance & Financial Services offers wealth management, retirement planning and income replacement services.
BCM
Crunchbase Website Twitter Facebook Linkedin
BCM focuses on a wealth management process including discovery analysis, research, selection, asset implementation & performance tracking.
Avizo Group
Crunchbase Website Twitter Facebook Linkedin
Avizo Group is a financial service firm that deals with wealth management, consultation, taxation, assurance and client accounting services.
Lipscomb Investment Group
Crunchbase Website Twitter Facebook Linkedin
Lipscomb Investment Group provides financial planning, investment management, retirement planning, insurance and wealth management services.
RockBridge Wealth Management
Crunchbase Website Twitter Facebook Linkedin
RockBridge Wealth Management is a financial firm that offers financial planning, wealth transfer, and retirement strategy services.
Jefferson Matthews Wealth Solutions
Crunchbase Website Twitter Facebook Linkedin
Jefferson Matthews Wealth Solutions offers IRA, retirement planning, annuities, employee pension, life & long-term care insurance services.
Approach Retirement Advisors
Crunchbase Website Twitter Facebook Linkedin
Approach Retirement Advisors offers retirement and estate planning, investment and distribution management, and other financial services.
Walton Financial
Crunchbase Website Twitter Facebook Linkedin
Walton Financial is a financial service company.
Cypress Medical Management Group
Crunchbase Website Twitter Facebook Linkedin
Cypress Medical Management Group is a financial firm that offers executive and revenue management for the medical and research industries.
Lloyd R. Wilson & Associates
Crunchbase Website Twitter Facebook Linkedin
Lloyd R. Wilson & Associates provides wealth management, estate planning, and retirement planning services.
Miller Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Miller Wealth Management provides financial planning and wealth management for life impact.
Brol Capital Management
Crunchbase Website Twitter Facebook Linkedin
Brol Capital Management works to provide wealth management advice.
Smith-Kastner Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Smith-Kastner Wealth Management is a financial service company.
Stewardship Investment Planning
Crunchbase Website Twitter Facebook Linkedin
Stewardship Investment Planning is a financial management firm that offers wealth transfer planning, risk management and insurance services.
Jeb Williamson
Crunchbase Website Twitter Facebook Linkedin
Jeb Williamson provides complete accounting, tax, payroll, and wealth management services to help businesses succeed and gain peace of mind.
