Top Retail Wealth Management Companies

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

Ratings Updated: July 27, 2026

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8 Companies

Top Retail Wealth Management Companies

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.”
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.”
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.”
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.”
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, United States
Location
Services Provided
50% Accounting Services
30% Financial Planning
20% Wealth Management
AI Summary
“No AI summary available for this company yet.”
SD Mayer & Associates LLPProfile set up by Edverise AI
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SD Mayer & Associates is an expanding, comprehensive accounting, advisory, and wealth management firm that prioritizes community involvement. We assist clients in planning their futures through retirement and wealth management services. Our team has the knowledge and skills to support clients across…
Highlights
$1,000+
Min Project Size
100-149
Avg Hourly Rate
10-49
Employees
San Francisco, California, United States
Location
Services Provided
39% Accounting Services
30% Business Consulting Services
20% Financial Planning
11% 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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