Top Education Wealth Management Companies

Discover Wealth Management companies serving the Education 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 Education Wealth Management Companies

Mercer wmProfile set up by Edverise AI
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Providing customized wealth management and financial planning designed to meet your specific objectives. Supporting you at every stage of life with expert investment and retirement strategies. Committed to making your financial journey simpler with integrity and professionalism.
Highlights
$1,000+
Min Project Size
<25
Avg Hourly Rate
2-9
Employees
Services Provided
69% Wealth Management
20% Financial Planning
11% Retirement Planning Services
AI Summary
“Mercer WM offers tailored wealth management and financial planning services, providing expert investment and retirement strategies with a commitment to integrity and personalized client support.”
Marathon Financial GroupProfile set up by Edverise AI
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Marathon Financial Group is a U.S. firm that assists professionals and retirees in managing their finances and preparing for the future. Their services include retirement planning, investment management, asset protection, and estate planning. Operating as fiduciaries, their team prioritizes the best
Highlights
10-49
Employees
Services Provided
69% Wealth Management
20% Retirement Planning Services
11% Estate Planning Services
AI Summary
“Marathon Financial Group offers comprehensive financial services including retirement, investment, asset protection, and estate planning, prioritizing client interests with trusted partnerships and responsive support.”
L
Lanmar CapitalProfile set up by Edverise AI
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Focusing on low-yield markets such as Japan, Taiwan, and Thailand, which are marked by low-interest rates and relatively stable economic conditions, offers investors opportunities to secure better returns compared to those in markets undergoing quantitative tightening. Our regions of interest have e
Highlights
2-9
Employees
Minato City, Tokyo, Jp
Services Provided
70% Wealth Management
30% Financial Advisory & Consulting
AI Summary
“Lanmar Capital specializes in investing in stable, low-yield markets like Japan, Taiwan, and Thailand, leveraging emerging IT sectors and technological advancements to achieve enhanced returns.”
O
Oilcreek General Partner, LLCProfile set up by Edverise AI
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Oilcreek General Partner, LLC is the leading energy investment partner in Dallas, specializing in horizontal drilling in Oklahoma's established oil reserves. We offer accredited investors unique opportunities to participate directly in multi-lateral projects. With our geological knowledge and succes
Highlights
$75,000+
Min Project Size
2-9
Employees
Services Provided
70% Wealth Management
30% Energy Consulting
AI Summary
“Oilcreek General Partner, LLC is a Dallas-based energy investment partner specializing in horizontal drilling and multi-lateral projects, unlocking potential in established Oklahoma oil reserves for accredited investors.”
TO VenturesProfile set up by Edverise AI
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We are putting our resources into startups that are defining the future.
Highlights
10-49
Employees
Dallas, Texas, Us
Services Provided
69% Wealth Management
20% Business Consulting Services
11% Financial Planning
AI Summary
“TO Ventures invests in innovative startups shaping future technologies and markets, supporting their growth across diverse industries through strategic funding and resources.”
Berkeley AccessProfile set up by Edverise AI
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Berkeley Access specializes in offering personalized investment solutions to help clients achieve their financial objectives. Our method combines expertise, strategic planning, and a deep understanding of market trends to deliver results that align with your unique financial aspirations, ensuring a
Highlights
$1,000+
Min Project Size
<25
Avg Hourly Rate
50-249
Employees
Milton, Georgia, Us
Services Provided
60% Wealth Management
40% Financial Planning
AI Summary
“Berkeley Access provides tailored investment solutions combining expertise and market insight to help clients achieve financial goals and secure their prosperous future.”
Holland Capital ManagementProfile set up by Edverise AI
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Holland Capital Management is a reputable financial services company focused on delivering complete investment management solutions. Committed to high standards, the firm excels in helping clients navigate the intricacies of wealth management by providing customized strategies tailored to their indi
Highlights
2-9
Employees
Charlotte, North Carolina, Us
Services Provided
60% Wealth Management
40% Financial Planning
AI Summary
“Holland Capital Management offers comprehensive investment management solutions, providing personalized wealth management strategies to help clients achieve their unique financial goals with professionalism and expertise.”
Veteran Ventures CapitalProfile set up by Edverise AI
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Veteran Ventures Capital (VVC), LLC is a growth-equity investment fund and consulting firm owned by veterans, dedicated to supporting military entrepreneurs. VVC exclusively collaborates with companies led by military veterans, as it emphasizes the importance of military experience, training, and va
Highlights
2-9
Employees
Knoxville, Tennessee, Us
Services Provided
60% Wealth Management
40% Business Consulting Services
AI Summary
“Veteran Ventures Capital is a veteran-owned growth equity fund and consulting firm that invests in and supports veteran-led businesses by applying military principles and expertise.”
Oak Harvest Financial GroupProfile set up by Edverise AI
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Place your financial security in the hands of our in-house experts dedicated to managing wealth, planning for asset protection, and prioritizing your best interests. At our Houston office, our Financial Advisors will first assist you in addressing important questions related to your retirement goals
Highlights
$50,000+
Min Project Size
25-49
Avg Hourly Rate
10-49
Employees
Houston, Texas, Us
Services Provided
59% Wealth Management
30% Financial Planning
11% Tax Consulting
AI Summary
“Oak Harvest Financial Group offers personalized wealth management, retirement planning, and asset protection services in Houston, focusing on maximizing income, minimizing taxes, and building lasting legacies.”
1435 CapitalProfile set up by Edverise AI
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1435 Capital has a proven history of making transformative investments in top early-stage and growth-stage companies. Our team consists of experienced professionals with decades of expertise in private equity, corporate finance, entrepreneurship, and technology. This knowledge enables us to spot pro
Highlights
10-49
Employees
Montgomery, New Jersey, Us
Services Provided
59% Wealth Management
25% Business Consulting Services
16% Financial Advisory & Consulting
AI Summary
“1435 Capital is a private equity and venture capital firm investing in early-stage and growth companies, leveraging deep expertise to drive transformative growth and operational value creation.”

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