Marcus Richards
The New York startup environment continues to thrive and serve as a hub for innovation and disruption across various industries, including the Advice industry. In this article, we will take a closer look at some of the most exciting and promising startups in the advice sector that were started in 2020 and later. These startups are working relentlessly to revolutionize their respective areas with state-of-the-art technologies and innovative services.
The startups we are about to introduce are based in America’s financial capital: New York. They serve different niches within the Advice industry, such as Asset Management, FinTech, Consulting, Finance, Financial Services, and more. Let’s get started:
Introducing the first on our list:
Opto Investments
Headquartered in New York, Opto Investments offers a comprehensive solution for independent investment advisors to access private market investments. Founded by Jacob Miller, Joe Lonsdale, Mark Machin, and Matt Reed, the company operates in the Advice, Asset Management, and FinTech spaces. For more information, you can follow them on Opto Investments LinkedIn.
Percapita
Next in line is Percapita. This financial services company focuses on financial wellness for individuals and communities, striving to bridge the gap between financial services and financial wellness. Founded by Alex Ehrlich, they offer services in the Advice, Consulting, Finance, and Financial Services sectors. Stay updated with them on their LinkedIn.
GreenPortfolio
GreenPortfolio is a startup that operates in the Advice, Clean Energy, Consumer, and Personal Finance spaces. Founded by Bonnie Gurry and Elizabeth Landau, they’re based out of New York. You can stay connected with them via their Twitter, Facebook, or their LinkedIn.
Dutchess Management
Based in New York, Dutchess Management is a startup operating in the Advice, Financial Services, Management Consulting, and Transaction Processing spaces. Visit their LinkedIn page for more information.
ROK Financial
ROK Financial, based in Great River, New York, offers services in the Advice, Commercial Lending, Financial Services, and Lending sector. James Webster is one of the founders of this company. Stay updated via their Twitter, Facebook, or their LinkedIn.
Calex Partners
Calex Partners, based in New York, offer services in the Advice, Financial Services, Personal Finance, and Real Estate. Get more details by visiting their LinkedIn page.
Muse Platforms
Operating from Brooklyn, Muse Platforms is a startup that develops digital marketing platforms designed to provide innovation, insight, and impact in the digital world. Stay updated with Muse Platforms on their Twitter, Facebook, or LinkedIn.
Meritarc
Based in New York, Meritarc provides advisory services to firms in the financial services, fintech, and consulting sectors. For more details, follow them on Twitter and LinkedIn.
Simplify
Operating from New York, Simplify’s aim is to help advisors build better portfolios. Visit their Twitter and LinkedIn to know more about them.
Arthur
Also based in New York, Arthur offers advice services and helps in situating a spot in the internet domain. Get to know them better by following their Twitter and visiting their LinkedIn.
Sano Investment Management
Finally, Sano Investment Management is a startup that provides numerous services including investment advice, wealth management, risk management, estate planning, tax services, insurance, and trust services. Explore more by visiting their LinkedIn page.
These startups hold enormous potential and have the ability to revolutionize and redefine the Advice industry. By bringing in fresh perspectives and innovative solutions, they contribute significantly to the fast-paced startup ecosystem of New York.
