Top Financial services Wealth Management Companies

Discover Wealth Management companies serving the Financial services 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

21 Companies

Top Financial services Wealth Management Companies

Digital Wealth PartnersProfile set up by Edverise AI
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Digital Wealth Partners operates as a wealth management and advisory firm specializing in cryptocurrencies and digital assets. Targeting crypto investors, family offices, high-net-worth individuals, and registered investment advisors, the firm offers personalized investment strategies in cryptocurre
Highlights
$100,000+
Min Project Size
50-249
Employees
Dallas, Texas, Us
Services Provided
49% Financial Advisory & Consulting
30% Wealth Management
15% Financial Planning
6% Educational Services
AI Summary
“Digital Wealth Partners delivers tailored wealth management and advisory services in cryptocurrencies and digital assets, emphasizing security, compliance, personalized strategies, and comprehensive client support across investor types.”
Paces Ferry Wealth AdvisorsProfile set up by Edverise AI
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We prioritize our fiduciary responsibilities above everything else. We promote transparency and open communication, ensuring the highest level of interaction both ways. We are dedicated to assisting our clients at every stage of their financial journey by helping them identify and establish goals, d
Highlights
$1,000+
Min Project Size
10-49
Employees
Atlanta, Georgia, Us
Services Provided
60% Financial Planning
40% Wealth Management
AI Summary
“Paces Ferry Wealth Advisors is a fiduciary firm dedicated to transparent client communication and comprehensive financial planning, supporting clients through all stages of their financial journey in Atlanta.”
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, Ca
Services Provided
50% Wealth Management
30% Cryptocurrency Services
20% Public Relations
AI Summary
“GDA Capital invests and advises in blockchain, digital assets, metaverse, gaming, and Web 3.0 sectors, leveraging expertise in tokenomics, partnerships, and global market strategies.”
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, Ca
Services Provided
60% Financial Advisory & Consulting
40% Wealth Management
AI Summary
“Altmaven Capital is a Toronto-based firm specializing in alternative asset management and financial advisory, offering tailored equity and venture debt solutions to support business growth.”
Raises.comProfile set up by Edverise AI
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Quickly secure over $10 million for your new fund, roll-ups, or acquisitions, while becoming part of a new wave of founders who are saving both time and money.
Highlights
$5,000+
Min Project Size
10-49
Employees
Services Provided
69% Business Formation
20% Wealth Management
11% Mergers & Acquisitions Consulting
AI Summary
“Raises.com helps founders efficiently raise over $10 million for funds, roll-ups, or acquisitions, streamlining capital securing to save time and money in financial ventures.”
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/hr
Avg Hourly Rate
10000+
Employees
New York, New York, Us
Services Provided
40% Health and Wellness Services
30% Wealth Management
30% Career Coaching
AI Summary
“Mercer is a global consulting firm dedicated to improving employee health, wealth, and careers through strategic, actionable solutions impacting over 110 million people worldwide.”
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.”
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/hr
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.”
Pioneer Capital LtdProfile set up by Edverise AI
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Pioneer Capital Ltd, founded in 2015, is led by a team of experienced and accomplished professionals with over ten years in forex, investment development, and data security. Our premium investment tools and services have spurred rapid growth in response to high demand for our offerings. This allows
Highlights
$1,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
10-49
Employees
League City, Texas, Us
Services Provided
69% Financial Advisory & Consulting
16% Cryptocurrency Services
15% Wealth Management
AI Summary
“Pioneer Capital Ltd offers comprehensive financial services—including investment funding, advising, and consulting—leveraging advanced tools and global expertise to support diverse clients' growth and financial goals.”
S
SNC GlobalProfile set up by Edverise AI
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SACHIN NARANG is a seasoned professional in bookkeeping and accounting, taxation, VAT, auditing, investment management, and real estate, holding the title of a qualified Chartered Accountant in Dubai. His experience in countries such as India, the US, and the UAE positions him as an international ex
Highlights
$5,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
50-249
Employees
Services Provided+1 Services
39% Accounting Services
20% Audit Services
20% Tax Consulting
11% Wealth Management
AI Summary
“SNC Global, led by Chartered Accountant Sachin Narang, offers expert services in bookkeeping, accounting, taxation, auditing, investment management, and real estate across international markets including India, the US, and UAE.”

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