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16 Top Wealth Management Startups and Companies in Wisconsin (2021)

This article showcases our top picks for the best Wisconsin 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 Wisconsin Wealth Management Startups

Data sourced from Crunchbase and SemRush.

CountAbout

CountAbout

Crunchbase Website Twitter Facebook Linkedin

CountAbout designs and develops online personal financial management solutions.

Simply Solutions

Simply Solutions

Crunchbase Website Twitter Facebook Linkedin

Simply Solutions is a privately held company founded in 2011 in Janesville, WI USA.

Simply Solutions

Artisan Partners

Crunchbase Website Twitter Facebook Linkedin

Artisan Partners is a global investment management firm.

Simply Solutions

Robert W. Baird’s Baird Funds

Crunchbase Website Twitter Facebook Linkedin

Baird Funds is doing investment management business with institutional and individual investors with more than $28 billion in assets.

Simply Solutions

1492 Capital Management

Crunchbase Website Twitter Facebook Linkedin

1492 Capital Management offers a wealth management advisory service.

Simply Solutions

Hometown Bank

Crunchbase Website Twitter Facebook Linkedin

Hometown Bank provides personal banking, business banking, loans, mortgages, online banking, wealth and treasury management services.

Simply Solutions

Promontory Point Capital

Crunchbase Website Twitter Facebook Linkedin

Promontory Point Capital is an investment banking boutique with a focus on privately-held businesses located in the Midwest.

Simply Solutions

The Suby Group

Crunchbase Website Twitter Facebook Linkedin

The Suby Group offers taxation, retirement, estate planning, payroll, audits, bookkeeping and wealth management services for restaurants.

Simply Solutions

Orgel Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Orgel Wealth Management is an investment and financial advisory service provider company.

Simply Solutions

McCarthy Grittinger Financial Group

Crunchbase Website Twitter Facebook Linkedin

McCarthy Grittinger Financial Group offers investment advisory and financial planning services.

Simply Solutions

Linden Investment Advisors

Crunchbase Website Twitter Facebook Linkedin

Linden Investment Advisors provides insurance, investment consultancy, advisory, wealth management and tax services.

Simply Solutions

ACC-U-Rite Tax Service

Crunchbase Website Twitter Facebook Linkedin

ACC-U-Rite Tax Service offers a wide range of financial services like accounting, tax preparation, and wealth management.

Simply Solutions

Marietta Investment Partners

Crunchbase Website Twitter Facebook Linkedin

Marietta Investment Partners is an investment advisory firm that provides wealth and portfolio management solutions.

Simply Solutions

Capital Market Consultants

Crunchbase Website Twitter Facebook Linkedin

Capital Market Consultants provides wealth management and financial services.

Simply Solutions

Cleary Gull Advisors

Crunchbase Website Twitter Facebook Linkedin

Cleary Gull Advisors offers RIA and wealth management services.

Simply Solutions

Winch Financial

Crunchbase Website Twitter Facebook Linkedin

Winch Financial offers wealth management, risk management, insurance, retirement & education planning, tax planning & preparation services.

Written by Mark Smith

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