49 Best New York City Wealth Management Companies and Startups

July 24, 2021

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

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Top New York City Wealth Management Startups

Data sourced from Crunchbase and SemRush.

Citi

Citi

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Citigroup is a diversified financial services holding company that provides various financial products and services.

SmartAsset

SmartAsset

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SmartAsset is the web’s go-to resource for financial advice connecting consumers with financial advisors.

SmartAsset

Yieldstreet

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Yieldstreet is a management platform that provides institutional investors with access to income-generating investment products.

SmartAsset

Harness Wealth

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Harness Wealth provides the next generation of builders confidence in their best financial future.

SmartAsset

JP Morgan

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JP Morgan offers financial services, serving large multinationals, emerging companies, institutional investor, and individuals.

SmartAsset

Catch

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Catch creates a new personal safety net that is accessible, affordable, and effective.

SmartAsset

NFP

Crunchbase Website Twitter Facebook Linkedin

NFP is a insurance broker and consultant that cares deeply about their employees’ and clients’ well-being.

SmartAsset

Artivest

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Artivest provides access at lower investment minimums to a select assortment of privately offered alternative investment funds.

SmartAsset

AdvisorEngine

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AdvisorEngine is a next-generation wealth management platform for investment advisors to help grow their business.

SmartAsset

Clarity Money

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Clarity Money empowers and saves you money with transformative financial organization, transparency and advocacy.

SmartAsset

EQUITYMULTIPLE

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EquityMultiple is a platform that makes real estate investing simple, accessible, and transparent.

SmartAsset

ForwardLane

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ForwardLane is the essential insights platform used by financial professionals for personalized conversations

SmartAsset

Finhabits

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Finhabits is the leading fintech for U.S. Latinos.

SmartAsset

Positivly

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The world’s first financial personality test, matching people to investments and advice.

SmartAsset

Carver Federal Savings Bank

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Carver Federal Savings Bank providing and building wealth for its customers and to creating sustainable communities.

SmartAsset

Marstone Inc.

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Enterprise-ready, digital wealth management solutions

SmartAsset

Openfolio

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Openfolio is a platform that leverages portfolio data from over 100,000 investors to help users invest better, together.

SmartAsset

Jefferies

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Jefferies provides research and execution services in equity, fixed income, and foreign exchange markets.

SmartAsset

Compound

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A global residential real estate investment platform.

SmartAsset

ALPHABETA

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Visual collaboration to bring together students, practitioners & consumers in financial markets through unique immersive user experiences

SmartAsset

Hedgeable

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Hedgeable is the only private wealth management platform for millennials.

SmartAsset

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.

SmartAsset

AllianceBernstein

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AllianceBernstein is a publicly traded global asset management firm, with approximately $735 billion in assets under management at March

SmartAsset

Visible Wealth Management Inc.

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Visible Wealth Management is a next generation investment advisory business using the ALPHABETA technology platform.

SmartAsset

Tradeweb

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Tradeweb Markets is a global marketplace for electronic fixed income.

SmartAsset

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.

SmartAsset

Arch

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Arch digitally manages private investment operations for investors and investment advisors.

SmartAsset

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.

SmartAsset

ClosingBell

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Collaborative stock trading platform

SmartAsset

Bancnotes Wealth Management

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Investment Company for Blacks and Latinx

SmartAsset

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.

SmartAsset

Silvur

Crunchbase Website Twitter Facebook Linkedin

Silvur is a retirement planning app that helps baby boomers reach their retirement goals.

SmartAsset

Gold Bullion International

Crunchbase Website Twitter Facebook Linkedin

GBI specializes in providing precious metals to individual investors and the wealth management industry.

SmartAsset

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.

SmartAsset

GuideVine

Crunchbase Website Twitter Facebook Linkedin

GuideVine helps financial firms grow their client base & optimize marketing spend & mix, through conversion-focused SaaS platforms

SmartAsset

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.

SmartAsset

LendIt

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The largest conference series dedicated to connecting the global fintech & lending communities.

SmartAsset

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.

SmartAsset

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

SmartAsset

Silver Management Group, Inc

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Silver Management Group is an IT company that offers portfolio management and performance measurement services.

SmartAsset

Fortis Lux Financial

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Fortis Lux Financial is financial planning firm that offers wealth management solutions, protection, risk management services & more.

SmartAsset

Cloud Equity Group

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An investment management company

SmartAsset

The Solaris Group

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The Solaris Group is a wealth strategy, investment consulting & asset management firm.

SmartAsset

Glocap Search

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Glocap Search LLC, an executive search company, provides recruiting services for private equity, hedge funds, wealth management firms,

SmartAsset

Edmund

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Edmund is an operator of an institutional-grade digital wealth custodian offering service to institutional investors and asset issuers.

SmartAsset

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

SmartAsset

Klingenstein, Fields & Co

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Provide customized financial and investment counsel, delivered with integrity, trust and the utmost in personal service.

SmartAsset

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.

SmartAsset

Holocene Advisors

Crunchbase Website Twitter Facebook Linkedin

Holocene Advisors is an investment management firm offering financial services and wealth management.

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