Top Contracting Wealth Management Companies

Discover Wealth Management companies serving the Contracting industry. Compare services, pricing, and capabilities to find the right partner on Edverise.

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We evaluate companies on verified profile data — services, pricing, locations, and portfolio. Client reviews are being collected. We may earn a fee for some placements. How we rank and verify

186 Companies

Top Contracting Wealth Management Companies

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, Et
Services Provided
49% Business Consulting Services
25% Wealth Management
15% Marketing Services
11% Tax Consulting
AI Summary
“JAD Business and Investment Consulting PLC delivers expert consultancy in investment, marketing, finance, and development, partnering with clients to transform ideas into practical, tailored implementation plans.”
M
Momentum Financial Services Inc.Profile set up by Edverise AI
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Momentum Wealth offers a wealth of expertise in managing finances, providing tailored solutions for investments, tax planning, and estate strategies. As a specialized boutique firm in wealth management and financial planning, we focus on creating personalized approaches that meet our clients' unique
Highlights
2-9
Employees
Services Provided
50% Financial Planning
30% Wealth Management
20% Tax Planning
AI Summary
“Momentum Financial Services Inc. is a boutique firm specializing in wealth management and financial planning, offering personalized investment, tax, and estate strategies focused on long-term growth and preservation.”
Amplify Capital GroupProfile set up by Edverise AI
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Discover car wash marketing consultants at Amplify Capital Group. We offer specialized M&A advisory, investment banking, and strategic consulting services tailored for the car wash and home services sectors.
Highlights
Services Provided
40% Mergers & Acquisitions Consulting
30% Wealth Management
30% Marketing Services
AI Summary
“Amplify Capital Group provides specialized M&A advisory, investment banking, and strategic consulting services focused on car wash and home services industries.”
ScaledProfile set up by Edverise AI
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We stand out from the crowd because we've personally experienced the journey of building an agency from the ground up to over 250 employees and successfully selling it for more than £35 million. While many "growth consultancies" provide a range of services, we believe that hiring a growth consultanc
Highlights
$1,000+
Min Project Size
2-9
Employees
London, England, Gb
Services Provided
59% Business Strategy & Planning
21% Business Consulting Services
20% Wealth Management
AI Summary
“Scaled leverages 15 years of agency-building experience to provide hands-on growth consulting and strategic investment, enabling ambitious agencies worldwide to scale efficiently and successfully.”
Riverview BankProfile set up by Edverise AI
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Riverview Bank is a community bank with assets totaling $1.2 billion, based in Harrisburg, Pennsylvania. It operates multiple divisions, including CBT Bank, Citizens Neighborhood Bank, CBT Financial and Trust Management, and Riverview Wealth Management. The bank is dedicated to delivering exceptiona
Highlights
250-999
Employees
Harrisburg, Pennsylvania, Us
Services Provided
59% Financial Advisory & Consulting
25% Wealth Management
16% Trustee Services
AI Summary
“Riverview Bank, with $1.2 billion assets, serves multiple Pennsylvania counties offering personalized banking, wealth management, trust services, and investment advisory through various divisions.”
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, Us
Services Provided+1 Services
20% Tax Preparation Services
15% Business Formation
25% Accounting Services
15% Payroll Services
AI Summary
“I&U CPA offers comprehensive professional services across tax, accounting, business formation, financial planning, and wealth management for domestic and international clients.”
Arkez Invest LLCProfile set up by Edverise AI
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Arkez Invest LLC is a contemporary financial consulting company that focuses on intelligent portfolio management, cryptocurrency evaluation, stock and ETF analysis, and strategic investment advice. We assist both individuals and businesses in making informed financial choices by providing data-drive
Highlights
$1,000+
Min Project Size
50-99
Avg Hourly Rate
2-9
Employees
Sheridan, Wyoming, Us
Services Provided
84% Financial Advisory & Consulting
16% Wealth Management
AI Summary
“Arkez Invest LLC delivers smart investment consulting, encompassing portfolio management, cryptocurrency evaluation, stock and ETF analysis, and tailored financial strategies to support sustainable capital growth.”
Stars and Sand FinancialProfile set up by Edverise AI
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Stars and Sand Financial is a fiduciary financial planning firm located in Vacaville, California, focused on assisting individuals and families in managing their resources wisely and faithfully. Inspired by Genesis 22:17, our advisors excel in retirement planning, investment management, tax-efficien
Highlights
2-9
Employees
Vacaville, California, Us
Services Provided
40% Financial Planning
25% Wealth Management
15% Tax Planning
20% Estate Planning Services
AI Summary
“Stars and Sand Financial is a fiduciary firm in Vacaville, CA offering comprehensive financial planning, investment management, tax, and estate services aligned with Christian values for clients locally and nationwide.”
Barnes Wendling CPAsProfile set up by Edverise AI
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At Barnes Wendling CPAs, our primary focus is on client service, which aims to enhance and uphold your net worth. Whether you are a multi-business owner or an affluent individual, we provide you with important insights, resources, and guidance to help you make informed financial choices that will in
Highlights
50-249
Employees
Cleveland, Ohio, Us
Services Provided
50% Accounting Services
30% Financial Planning
20% Wealth Management
AI Summary
“Barnes Wendling CPAs delivers tailored financial services to business owners and affluent individuals, offering expert insights and guidance to enhance and preserve client wealth effectively.”
License Marketing Inc.Profile set up by Edverise AI
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**License Marketing:** Profitable and Sustainable Scientific Innovations for a Better Future. Since 2013, License Marketing Inc. has been executing and commercializing successful, sustainable initiatives on a global scale. Currently, we are collaborating with over 20 startups and have invested more
Highlights
$1,000+
Min Project Size
2-9
Employees
Budapest, Budapest, Hu
Services Provided
64% Business Consulting Services
20% Wealth Management
16% Sales Services
AI Summary
“License Marketing Inc. drives sustainable innovation by investing €80M across energy, healthcare, fintech, and luxury sectors, facilitating licensing, investment, and global market expansion since 2013.”

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