Mark Smith
This article showcases our top picks for the best Kentucky 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 Kentucky Wealth Management Startups
Data sourced from Crunchbase and SemRush.
Commonwealth Bank & Trust Company
Crunchbase Website Twitter Facebook Linkedin
Commonwealth Bank & Trust Company is a locally-owned, private bank that provides personal and business banking products and services.
CVNB
Crunchbase Website Twitter Facebook Linkedin
CVNB is a financial service company that is committed to personal banking, wealth management and commercial banking services.
LexInvest Wealth Advisors
Crunchbase Website Twitter Facebook Linkedin
LexInvest Wealth Advisors offers brokerage and investment advisory services to individuals and institutions.
Stock Yards Bank & Trust
Crunchbase Website Twitter Facebook Linkedin
Stock Yards Bank & Trust is a financial institution that offers personal banking, business banking and wealth management services.
BlackSummit Financial Group
Crunchbase Website Twitter Facebook Linkedin
BlackSummit Financial Group is a financial consulting and asset management firm.
Russell Capital Management
Crunchbase Website Twitter Facebook Linkedin
Russell Capital Management is an investment advisory firm that provides wealth management, tax, retirement and financial planning services.
Atlas Brown
Crunchbase Website Twitter Facebook Linkedin
Atlas Brown is a financial organization that provides family wealth management services to its users.
Kentucky Trust Company
Crunchbase Website Twitter Facebook Linkedin
Kentucky Trust Company is a financial firm that provides wealth and retirement solutions.
Waycross Partners
Crunchbase Website Twitter Facebook Linkedin
Waycross Partners is an investment management company that manages equity assets for institutional investors.
E.S. Barr & Company
Crunchbase Website Twitter Facebook Linkedin
E.S. Barr & Company is an investment solutions firm that offers wealth management and capital preservation services.
Barren River Area Development District
Crunchbase Website Twitter Facebook Linkedin
Barren River Area Development District provides services to local units of government and the citizens.
Lanier Asset Management
Crunchbase Website Twitter Facebook Linkedin
Lanier Asset Management specializes in investment advisory, risk management, asset allocation, portfolio management, and estate planning.
First Kentucky Bank
Crunchbase Website Twitter Facebook Linkedin
First Kentucky Bank provides retirement planning, wealth management and financial management services.
MCF Advisors
Crunchbase Website Twitter Facebook Linkedin
MCF Advisors offers wealth management and institutional service & also includes financial, retirement, tax, insurance & consulting services.
Green Street Capital
Crunchbase Website Twitter Facebook Linkedin
Green Street Capital offers good advice on how to approach your tax situation strategically, and offers a unique wealth management approach.
Magnate Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Magnate Wealth Management offers financial planning, retirement strategies, and investment advisory services for individuals and businesses.
The MPM
Crunchbase Website Twitter Facebook Linkedin
The MPM provides insurance and financial services.
Joule Financial
Crunchbase Website Twitter Facebook Linkedin
Joule Financial provides financial, wealth, and investment management services.
Farris Group
Crunchbase Website Twitter Facebook Linkedin
Farris Group is an independent firm providing custom-tailored financial solutions.
The Citizens Bank & Trust Company
Crunchbase Website Twitter Facebook Linkedin
The Citizens Bank & Trust Company is part of the banking industry and provides all banking, loans and credit services to its members.
Kentucky Public Employees Deferred Compensation Authority
Crunchbase Website Twitter Facebook Linkedin
Kentucky Public Employees Deferred Compensation Authority provides retirement planning education services for employees.
United Cumberland Bank
Crunchbase Website Twitter Facebook Linkedin
United Cumberland Bank provides personal, business banking and lending services while also offering online banking services.
Kentucky Planning Partners
Crunchbase Website Twitter Facebook Linkedin
Kentucky Planning Partners is a financial planning and wealth management firm.
Warren Wealth Management & Tax Planning
Crunchbase Website Twitter Facebook Linkedin
Warren Wealth Management & Tax Planning offers financial services such as investment, wealth management, retirement and tax planning.
Mather & Co
Crunchbase Website Twitter Facebook Linkedin
Mather & Co specializes in tax planning and preparation, accounting, audit, business consulting and wealth management services.
Reliant Wealth Planning
Crunchbase Website Twitter Facebook Linkedin
Reliant Wealth Planning specializes in retirement, estate, legacy planning, general cash flow, investment, and risk management services.
Bank of Clarkson
Crunchbase Website Twitter Facebook Linkedin
Bank of Clarkson specializes in personal banking, business, loan information and wealth management services.
Principled Wealth Advisors
Crunchbase Website Twitter Facebook Linkedin
Principled Wealth Advisors is a financial planning and wealth management firm.
AlphaMark Advisors
Crunchbase Website Twitter Facebook Linkedin
AlphaMark Advisors provides investment, wealth management, financial planning, mutual fund and ETF services to clients.
Kentucky Farmers Bank
Crunchbase Website Twitter Facebook Linkedin
Kentucky Farmers Bank is a community bank that provides banking and wealth managment services.
Family Wealth Group
Crunchbase Website Twitter Facebook Linkedin
Family Wealth Group provides wealth management, life insurance, asset protection strategies, IRA legacy and retirement planning services.
Athlete Essentials
Crunchbase Website Twitter Facebook Linkedin
Athlete Essentials provides wealth management, tax planning, and business management services.
Community Trust and Investment Company
Crunchbase Website Twitter Facebook Linkedin
Community Trust and Investment Company offers a variety of investment services.
Globcal International
Crunchbase Website Twitter Facebook Linkedin
International cooperative specializes in human rights, sustainable development, social change, and ecosystem services.
Nancy Barron & Associates
Crunchbase Website Twitter Facebook Linkedin
Nancy Barron & Associates specializes in wealth transfer, retirement rollovers, estate planning, financial management & consulting services.
Signet Federal Credit Union
Crunchbase Website Twitter Facebook Linkedin
Signet Federal Credit Union is a non-profit finance company that offers financial health, wellness and banking services.
Jane Smith & Associates
Crunchbase Website Twitter Facebook Linkedin
Jane Smith & Associates offers financial & investment advice, retirement & estate planning, life insurance and income tax strategies.
Commercial Bank of Grayson
Crunchbase Website Twitter Facebook Linkedin
Commercial Bank of Grayson provides banking services such as finance, security, loans, e-banking, etc.
Wrenne Financial Planning
Crunchbase Website Twitter Facebook Linkedin
Wrenne Financial Planning is a fee-only firm that provides financial planning services for physicians and dentists.
Moneywatch Advisors
Crunchbase Website Twitter Facebook Linkedin
Moneywatch Advisors renders financial planning, taxation, retirement planning, debt reduction, insurance, risk & wealth management services.
Meridian Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Meridian Wealth Management offers portfolio management, retirement plan consulting, insurance planning, and fiduciary advisor services.
Breidenbach Capital Consulting
Crunchbase Website Twitter Facebook Linkedin
Breidenbach Capital Consulting provides investment advisory, wealth management, retirement planning and project consulting services.
James E. Wilson, CPA
Crunchbase Website Twitter Facebook Linkedin
James E. Wilson CPA provides business consulting, accounting, payroll, wealth management, IRS representation, and tax planning services.
Spectrum Financial Alliance, Ltd., L.L.C.
Crunchbase Website Twitter Facebook Linkedin
SFA provides comprehensive financial planning & asset management services for individuals, families, and organizations.
Focus On Success
Crunchbase Website Twitter Facebook Linkedin
Focus on Success is an independent financial advisory firm that offers investment, insurance, and estate planning services.
Creative Asset Solutions
Crunchbase Website Twitter Facebook Linkedin
Creative Asset Solutions provides wealth management, insurance, retirement, legacy and financial planning services.
Accredited Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Accredited Wealth Management offers wealth planning, investment management, financial analysis, debt planning, and risk management services.
Rumls
Crunchbase Website Twitter Facebook Linkedin
Rumls provides estate planning, financial planning, asset protection, business succession, charitable and trust administration services.
JT Davis Asset Management
Crunchbase Website Twitter Facebook Linkedin
JT Davis Asset Management provides retirement planning and financial services.
Moffit & Company
Crunchbase Website Twitter Facebook Linkedin
Moffit & Company offers a broad range of accounting, wealth management and business consulting services to individual and businesses.
Logan Lavelle Hunt
Crunchbase Website Twitter Facebook Linkedin
Logan Lavelle Hunt is an insurance and wealth management company.
VFG Benefit Solutions
Crunchbase Website Twitter Facebook Linkedin
VFG Benefit Solutions offers medical, dental, disability, life, and voluntary benefits for individuals and businesses.
Saling Wealth Advisors
Crunchbase Website Twitter Facebook Linkedin
Saling Wealth Advisors is a full-service wealth advisory firm.
Van Leeuwen Retirement & Investment Services
Crunchbase Website Twitter Facebook Linkedin
Van Leeuwen Retirement & Investment Services provides financial services like investment, personal and corporate retirement planning.
Elder Advisers
Crunchbase Website Twitter Facebook Linkedin
Elder Advisers offers asset protection, financial, and Medicaid planning services along with advice that helps clients reduce stress.
Moneyline Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Moneyline Wealth Management offers financial and wealth management services.
Asamoa & Associates
Crunchbase Website Twitter Facebook Linkedin
Asamoa & Associates provides complete tax, accounting, and wealth management services to help individuals meet their financial goals.
Sortino Advisory Partners
Crunchbase Website Twitter Facebook Linkedin
Sortino Advisory Partners is a financial institution that offers retirement planning, wealth management, and investment strategies services.
Wealth MD
Crunchbase Website Twitter Facebook Linkedin
Wealth MD provides investment planning and retirement management advice for individuals along with wealth support.
Advantage Investment Management
Crunchbase Website Twitter Facebook Linkedin
Advantage Investment Management is a financial advisory firm that provides retirement planning, estate, and investment services.
Wicker Strategic Wealthcare Group
Crunchbase Website Twitter Facebook Linkedin
Wicker Strategic Wealthcare Group is a financial firm that offers taxation, estate planning, wealth planning, & accounting services.
Mcdaniel Wealth Management
Crunchbase Website Twitter Facebook Linkedin
McDaniel Wealth Management focuses on tax and wealth management services.
Caisse d’Economie Desjardins des Travailleurs Unis
Crunchbase Website Twitter Facebook Linkedin
Caisse d’Economie Desjardins des Travailleurs Unis is an insurance based finacial company.
Merit Harbor Advisors
Crunchbase Website Twitter Facebook Linkedin
Merit Harbor Advisors provides insurance and financial solutions.
Wealth Management of Kentucky
Crunchbase Website Twitter Facebook Linkedin
Wealth Management of Kentucky is a financial advising firm that provides investment management and strategic wealth planning services.
Hometown Bank
Crunchbase Website Twitter Facebook Linkedin
Hometown Bank is a financial institution with services in banking, finance, lending, savings, deposits, and cards.
YourWealth Advisory
Crunchbase Website Twitter Facebook Linkedin
YourWealth Advisory renders risk management, investments, savings guidance, retirement planning, and capital preservation services.
