These startups are not only revolutionizing the way individuals and businesses approach wealth management but also providing solutions to traditional industry constraints. For example, they offer automated financial planning, investor matching through personality tests, online marketplaces for wealth management, and many other innovative services.
This article spotlights a series of compelling startups based in the ‘Big Apple’ who are redefining Wealth Management. They’re using state-of-the-art technology and out-of-the-box approach to bringing financial advisory services to the digital age.
Farther Finance
Farther Finance is a modern investment advisory platform that combines the benefits of technology with trusted advice. Founded by Brad Genser and Taylor Matthews, this startup operates at the intersection of finance, financial services, fintech, impact investing, and wealth management.
Fisecal
The brainchild of Lou Abrams, Fisecal is an automated financial planning software catering to various industries such as finance, fintech, internet, personal finance, financial services, and wealth management.
Visible Wealth Management
Visible Wealth Management is a next-generation investment advisory business. Founded by Ravi Suria, it is built on the ALPHABETA technology platform. It operates within the financial services and wealth management industry.
Michael Lee Strategy
Michael Lee Strategy offers a range of services including investment management, retirement, and financial planning services. Founded by Michael Lee, this startup operates within the asset management, financial services, retirement, and wealth management industry.
PM Wealth Management
Founded by James Weikart and Marc A. Specht, PM Wealth Management provides services including financial planning, retirement planning, insurance, 401(k) plans, and investment management.
Procapita Partners
Procapita Partners offers a range of financial and investment services; a one-stopsolution for accounting, banking, consulting, retirement, risk management, and wealth management needs.
APBOE
APBOE is an innovative online marketplace for wealth management and advisory services. It operates within the financial advice and wealth management industry.
Future Family Office
Future Family Office provides the latest news, services, and investment opportunities within the global family office space. This involves consulting, finance, online portals, and wealth management.
Sincerus Advisory
Sincerus Advisory specializes in financial planning, investment advisory, investment management, and wealth management solutions. It operates within the advice, finance, and wealth management industry.
Foundation Infrastructure Partners
Foundation Infrastructure Partners offers investment and investment management for logistics, transportation, and infrastructure sectors.
Magnifina
Magnifina is an investment advisory firm that operates within the asset management, finance, financial services, venture capital, and wealth management industry.
The UHNW Institute
Through The UHNW Institute, advisors and wealth management firms are provided with insightful resources and enlightenment. It operates within the wealth management industry.
ProActive Planning Partners
ProActive Planning Partners is an investment advisory firm that offers wealth management, accounting, and financial services.
Ancoris Capital Partners
Founded by Brett A. Tremain, and Heather Smith, Ancoris Capital Partners specializes in wealth management, banking, capital funding, and financial services.
Positivly
Positivly is the world’s first financial personality test, matching people to investments and advice. The startup founded by Iain Gillespie, Tal Ben-Shahar, and Vinay Nair, operates in financial services, fintech, personalization, and wealth management.
Ready to amplify your reach and engage with the most dynamic community in the venture world? Consider sponsoring an article with us. Learn more about our promotional opportunities and sponsored articles here.
Your story could be the next big hit on US Venture News!
Follow Us