Top Wealth Management Companies

A high-performing Wealth Management solution can accelerate growth, boost customer engagement, and create new revenue streams—but only if it's built by a team you trust. Edverise makes it easy to connect with leading Wealth Management companies around the globe. Every profile sets out services, pricing, locations, and past work so you can compare on evidence. Use Edverise's filters to sort partners by budget, industry expertise, and location. Start comparing profiles to find the right match for your project.

How this list is built

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

List of the Best Wealth Management Agencies

Vellum Finance & PatrimoineProfile set up by Edverise AI
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Customized wealth guidance for middle-class and affluent individuals. We emphasize secure and compliant methods for legacy planning, global diversification, and consistent growth; ensuring your family's future with assurance, stability, and confidentiality.
Highlights
$1,000+
Min Project Size
2-9
Employees
Toulouse, Occitanie, Fr
Services Provided
70% Wealth Management
30% Financial Planning
AI Summary
“Vellum Finance & Patrimoine offers tailored wealth management services focusing on secure legacy planning, global diversification, and sustainable growth for middle-class and affluent clients.”
Mirador CorporationProfile set up by Edverise AI
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At Mirador Corporation, we take pride in our unique approach to investment. As an independent firm based in Calgary, we emphasize protecting capital and generating stable, long-term returns. Our straightforward, unconventional investment strategy is grounded in facts rather than trends, focusing on
Highlights
$250,000+
Min Project Size
2-9
Employees
Calgary, Alberta, Ca
Services Provided
69% Wealth Management
20% Financial Advisory & Consulting
11% Financial Planning
AI Summary
“Mirador Corporation, an independent Calgary-based firm, delivers personalized, transparent investment services focused on capital protection, stable long-term returns, and secure retirement income.”
Sharp Asset ManagementProfile set up by Edverise AI
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Sharp Asset Management Inc. is a fully independent investment advisory firm run entirely by its owners. Our small team of professionals allows us to quickly adapt to shifts in the market. We have no ties to any financial institutions, securities firms, or mutual fund companies, which ensures that ou
Highlights
2-9
Employees
Toronto, Ontario, Ca
Services Provided
69% Wealth Management
16% Financial Advisory & Consulting
15% Asset Management Services
AI Summary
“Sharp Asset Management Inc. is an independent, owner-operated investment advisory firm focused on impartial, client-specific investment strategies without institutional ties or commissions.”
A
Absolute AdvisorsProfile set up by Edverise AI
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The Absolute Strategy Research Funds offer the opportunity to access independent money managers who prioritize capital preservation and seek alpha-driven returns. These Funds are managed with complete transparency and evaluated daily.
Highlights
$1,000+
Min Project Size
<25
Avg Hourly Rate
10-49
Employees
Miami, Florida, Us
Services Provided
70% Wealth Management
30% Financial Advisory & Consulting
AI Summary
“Absolute Advisors manage the Absolute Strategy Research Funds, offering transparent, daily-evaluated investments focused on capital preservation and alpha-driven returns through independent money managers.”
M
McPherson Delaware Statutory Trust (DST)Profile set up by Edverise AI
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The Real Estate Exchange operates as a Delaware Statutory Trust (DST) investment company. Our platform offers access to the vastest market of DST investments from more than 30 sponsor firms. We carefully evaluate each DST investment to confirm its validity for our clients. Meeting our clients' indiv
Highlights
$1,000+
Min Project Size
<25
Avg Hourly Rate
2-9
Employees
Juno Beach, Florida, Us
Services Provided
70% Wealth Management
30% Real Estate Marketplace Services
AI Summary
“McPherson Delaware Statutory Trust offers a vetted platform providing access to diversified DST real estate investments from over 30 sponsors, prioritizing clients' tailored investment goals.”
Sun LifeProfile set up by Edverise AI
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Sun Life Institutional Investments (Canada) Inc. is a registered portfolio and investment fund manager in Canada, as well as an exempt market dealer and a commodity trading manager in Ontario. The company focuses on managing pooled funds for private asset classes and liability-driven investment stra
Highlights
10-49
Employees
Toronto, Ontario, Ca
Services Provided
70% Wealth Management
30% Financial Advisory & Consulting
AI Summary
“Sun Life Institutional Investments Canada provides expert portfolio management and investment services, specializing in pooled funds and liability-driven strategies for institutional clients and pension plans.”
Black Mountain Investment Group LLCProfile set up by Edverise AI
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Black Mountain Investment Group is a versatile investment manager that develops, runs, and invests in both public and private enterprises.
Highlights
$10,000+
Min Project Size
25-49
Avg Hourly Rate
10-49
Employees
Salt Lake City, Utah, Us
Services Provided
70% Wealth Management
30% Business Consulting Services
AI Summary
“Black Mountain Investment Group LLC is a versatile investment manager specializing in developing, operating, and investing across public and private markets with a comprehensive approach.”
Oliria FinancialProfile set up by Edverise AI
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At Oliria Financial, we enable individuals, families, and business owners in LA County to reach their financial objectives through strategy-focused wealth management. Our fiduciary commitment guarantees that your finances are optimized for your benefit, offering peace of mind during life's changes.
Highlights
2-9
Employees
Services Provided
70% Wealth Management
30% Financial Planning
AI Summary
“Oliria Financial provides strategy-focused wealth management in LA County, helping individuals and businesses achieve financial goals with fiduciary care and personalized planning for lasting security.”
Investment ServicesProfile set up by Edverise AI
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Our Investment Services aim to assist businesses in managing the intricacies of today’s investment environment. From the initial evaluation of projects to continuous monitoring of financial performance, we are committed to providing the knowledge you require to make well-informed choices and enhance
Highlights
$1,000+
Min Project Size
100-149
Avg Hourly Rate
Services Provided
70% Wealth Management
30% Financial Advisory & Consulting
AI Summary
“Investment Services supports businesses by evaluating projects and monitoring financial performance, delivering expert insights to inform decisions and maximize organizational value in complex markets.”
Investor Trust LLCProfile set up by Edverise AI
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Explore how Investor Trust LLC can assist you in transforming your sustainable investment goals into profitable returns. Find out about our extensive services, read testimonials and case studies, and feel free to reach out to us anytime via our website.
Highlights
2-9
Employees
Services Provided
70% Wealth Management
30% Energy & Environmental Services
AI Summary
“Investor Trust LLC offers comprehensive services to help clients transform sustainable investment goals into profitable returns, supported by testimonials and detailed case studies.”

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