Top Business services Wealth Management Companies

Discover top Wealth Management companies with proven expertise in the Business services industry. Compare verified reviews, pricing, and capabilities to find the right partner on Edverise.

Ratings Updated: July 28, 2026

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14 Companies

Top Business services Wealth Management Companies

Montag & CaldwellProfile set up by Edverise AI
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Established in 1945, Montag & Caldwell is a registered investment advisory firm with the SEC that aims to deliver investment returns through skilled and disciplined fundamental analysis of individual securities. By employing our unique, proven investment strategies, we strive to assist our clients i…
Highlights
10-49
Employees
Atlanta, Georgia, United States
Location
Services Provided
70% Wealth Management
30% Financial Advisory & Consulting
AI Summary
“No AI summary available for this company yet.”
Vistica Wealth AdvisorsProfile set up by Edverise AI
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What began as a family business concept in 2015 has evolved into a reliable advisory resource for numerous individuals across California and other states. Our firm is founded on the principle that everyone deserves better service, and we are committed to prioritizing our clients’ interests to achiev…
Highlights
2-9
Employees
Carlsbad, California, United States
Location
Services Provided
70% Wealth Management
30% Financial Planning
AI Summary
“No AI summary available for this company yet.”
Tencap Wealth CoachingProfile set up by Edverise AI
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Tencap Wealth Coaching is a standalone investment advisory firm built on investment strategies backed by Nobel Prize-winning research and theories. Operating in a fiduciary role with all clients, Tencap fosters a supportive environment where coaches collaborate with individuals to enhance value in a…
Highlights
10-49
Employees
South Jordan, Utah, United States
Location
Services Provided
70% Wealth Management
30% Business Coaching
AI Summary
“No AI summary available for this company yet.”
GDA CapitalProfile set up by Edverise AI
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GDA Capital focuses on nurturing, advising, and investing in companies within the blockchain, digital asset, metaverse/gaming, and web 3.0 sectors that are creating innovative industry niches. The GDA Capital team possesses extensive knowledge across the blockchain landscape, encompassing areas such…
Highlights
10-49
Employees
Toronto, Ontario, Canada
Location
Services Provided
50% Wealth Management
30% Cryptocurrency Services
20% Public Relations
AI Summary
“No AI summary available for this company yet.”
JAD Business and Investment Consulting PLCProfile set up by Edverise AI
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We have a strong history of successfully carrying out various consultancy projects in investment, marketing, finance, and development. Our founders and consultancy team draw on their extensive experience gained from both local and international organizations. To enhance the quality of our consultanc…
Highlights
2-9
Employees
Addis Ababa, Addis Ababa, Ethiopia
Location
Services Provided
49% Business Consulting Services
25% Wealth Management
15% Marketing Services
11% Tax Consulting
AI Summary
“No AI summary available for this company yet.”
rvnue DriversProfile set up by Edverise AI
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We are a firm that specializes in funding and acquisitions. Our mission is to assist small and medium-sized businesses, startups, and entrepreneurs in securing capital. When they achieve a revenue of one million dollars, we present an opportunity to purchase their business.
Highlights
2-9
Employees
San Antonio, Texas, United States
Location
Services Provided
60% Financial Advisory & Consulting
40% Wealth Management
AI Summary
“No AI summary available for this company yet.”
I&U CPAProfile set up by Edverise AI
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Our company provides a variety of professional services throughout the year, including Tax Reporting and Compliance, Tax Planning, resolution of IRS tax issues, New Business Formation, Strategic Business Planning, Business Accounting, Payroll services, part-time CFO support, and Wealth Management. W…
Highlights
$1,000+
Min Project Size
100-149
Avg Hourly Rate
10-49
Employees
New York, New York, United States
Location
Services Provided+1 Services
20% Tax Preparation Services
15% Business Formation
25% Accounting Services
15% Payroll Services
AI Summary
“No AI summary available for this company yet.”
HORANProfile set up by Edverise AI
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HORAN offers exceptional service in employee benefits consulting, wealth management, and life insurance for both businesses and individuals. Since 1948, they have been a reliable advisor, delivering outstanding support and collaboration in these areas for estate and business planning. With locations…
Highlights
50-249
Employees
Fort Mitchell, Kentucky, United States
Location
Services Provided
40% Employee Benefits Consulting
40% Wealth Management
20% Insurance Services
AI Summary
“No AI summary available for this company yet.”
MercerProfile set up by Edverise AI
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Mercer is a leading global consulting firm dedicated to assisting clients worldwide in enhancing the health, wealth, and careers of their most essential asset— their employees. We partner closely with our clients to turn strategies into actionable plans that yield tangible results. Our extensive kno…
Highlights
$1,000+
Min Project Size
25-49
Avg Hourly Rate
10000+
Employees
New York, New York, United States
Location
Services Provided
40% Health and Wellness Services
30% Wealth Management
30% Career Coaching
AI Summary
“No AI summary available for this company yet.”
Altmaven CapitalProfile set up by Edverise AI
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Altmaven Capital, located in Toronto, is a firm that focuses on alternative asset management and advisory services. We provide businesses with growth capital through equity and venture debt. Our team excels at creating personalized financial solutions designed to address the specific requirements of…
Highlights
2-9
Employees
Toronto, Ontario, Canada
Location
Services Provided
60% Financial Advisory & Consulting
40% Wealth Management
AI Summary
“No AI summary available for this company yet.”

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