Top Information technology Wealth Management Companies

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

Ratings Updated: July 27, 2026

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7 Companies

Top Information technology Wealth Management Companies

SIMA Financial GroupProfile set up by Edverise AI
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For more than 25 years, SIMA Financial Group has been dedicated to supporting Richmond's business community and outstanding individuals. With a strong focus on building and improving the legacies of discerning entrepreneurs and their families, SIMA offers a diverse range of personalized financial se…
Highlights
10-49
Employees
Richmond, Virginia, United States
Location
Services Provided
60% Financial Planning
40% Wealth Management
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.”
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.”
NuVescor GroupProfile set up by Edverise AI
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NuVescor Group is a prominent player in the Mergers and Acquisitions (M&A) field within the manufacturing sector, providing customized support at every step of the transaction process. With ten years of experience in Western Michigan and across the Midwest, NuVescor brings a wealth of industry knowl…
Highlights
10-49
Employees
Grand Rapids, Michigan, United States
Location
Services Provided
50% Business Consulting Services
30% Financial Advisory & Consulting
20% Wealth Management
AI Summary
“No AI summary available for this company yet.”
LawCrust Global ConsultingProfile set up by Edverise AI
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LawCrust started its journey in 2016 under a different name, aiming to provide innovative consulting solutions. In 2018, we officially rebranded as LawCrust Global Consulting Ltd., introducing a hybrid consulting model that merges management, IT, finance, business, and legal advisory services. Altho…
Highlights
$5,000+
Min Project Size
25-49
Avg Hourly Rate
50-249
Employees
Services Provided+1 Services
49% Business Consulting Services
20% Legal Services
11% Real Estate Marketplace Services
10% Financial Advisory & Consulting
AI Summary
“No AI summary available for this company yet.”
CBREProfile set up by Edverise AI
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CBRE Group, Inc. (NYSE:CBRE), a company listed in the Fortune 500 and S&P 500, is based in Los Angeles and is recognized as the largest commercial real estate services and investment firm globally, according to 2017 revenue figures. We provide a wide array of integrated services, such as facilities…
Highlights
50-249
Employees
Los Angeles, California, United States
Location
Services Provided+1 Services
29% Property Management Services
15% Project Management
15% Real Estate Brokerage Services
20% Wealth Management
AI Summary
“No AI summary available for this company yet.”
DelapProfile set up by Edverise AI
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Delap is a comprehensive CPA and financial services firm located in the Portland metro area. For over 90 years, we have supported privately held and mid-sized businesses, entrepreneurs, and affluent families in gaining confidence and clarity in handling complex financial and business choices. What s…
Highlights
$25,000+
Min Project Size
150+
Avg Hourly Rate
50-249
Employees
Lake Oswego, Oregon, United States
Location
Services Provided+1 Services
100% Managed IT Services
36% Accounting Services
27% Tax Consulting
21% Business Consulting Services
AI Summary
“No AI summary available for this company yet.”

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