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Wealth Management Companies Worldwide

Wealth management firms provide, structure, and manage financial products, capital, and advisory services for retail, corporate, and institutional clients. This page lists companies operating in the Wealth Management sector based on self-reported profile data. No companies currently match this exact sector selection on Enterprise League. Browse related sectors or submit a company to the directory.
293 companies

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Wealth Management
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Aladdin Capital Management is a leading investment banking firm specializing in advisory, investment management, and minority broker/dealer services, headquartered in Stamford, Connecticut. With offices in London and Tokyo, we provide sophisticated investment solutions to global investors. Our expertise spans a broad range of credit investments, including bank loans, asset-backed securities, high-yield bonds, and structured credit, catering to institutional and high-net-worth clients. We support clients with financing, restructuring, and proprietary trading activities, leveraging a team of over 130 professionals across North America, Europe, and Asia-Pacific. Aladdin Capital Management assists businesses with complex capital markets transactions and investment strategies, offering a comprehensive suite of services to navigate the evolving financial landscape.
Portfolio Management
Wealth Management
Asset Management

1999

CryptFolio Investments LLC is a Texas-based private equity investment firm dedicated to providing sophisticated crypto coin management and investment solutions for both individual investors and private institutions. We specialize in navigating the complexities of the digital asset landscape, offering a tailored approach to portfolio construction and risk management. Our core service is focused on delivering secure and profitable returns through strategic investment in a diverse range of cryptocurrencies. We cater to clients seeking a discreet and experienced partner in their crypto investment journey, combining deep market knowledge with a commitment to regulatory compliance. With a small, focused team, we prioritize personalized service and transparent communication, building long-term relationships based on trust and mutual success. We are building a reputation for reliable performance and a client-centric approach within the growing crypto investment sector.
Portfolio Management
Wealth Management
Asset Management

2021

Trends and Targets Ltd is a specialist investment management firm based in Edinburgh, UK, providing accurate share price forecasts and insightful market analysis to discerning investors. We focus on identifying undervalued assets and delivering superior returns through a disciplined, research-driven approach. Our core service centers around detailed stock analysis, incorporating both fundamental and technical indicators, alongside macroeconomic considerations. We cater to individual investors and sophisticated portfolios seeking a deeper understanding of market trends. Unlike many firms, we prioritize transparency and a rigorous, rule-based methodology, ensuring consistent and reliable forecasts. We’ve built a strong reputation for delivering clear, actionable intelligence, helping our clients navigate the complexities of the stock market with confidence. We are committed to providing a premium service, underpinned by a team of experienced analysts dedicated to uncovering hidden opportunities and mitigating risk.
Portfolio Management
Wealth Management
Asset Management
Greensview Wealth Management, LLC is a Tennessee-based wealth management firm dedicated to providing personalized investment advice and financial planning services to individuals and families. Inspired by a community-focused approach, we prioritize building long-term relationships based on trust and transparency, mirroring the values of a close-knit neighborhood. We specialize in helping clients navigate their financial goals with confidence, offering straightforward solutions and a relaxed, conversational experience. As a SEC-registered investment advisor, Greensview Wealth Management is committed to delivering reliable guidance and supporting our clients through every stage of their financial journey. We are a trusted partner, providing peace of mind and helping our clients achieve their dreams.
Portfolio Management
Wealth Management
Asset Management

2015

Ashfount Investments is a UK-based investment firm specializing in the development of regenerative food systems and farm businesses within the United States. We focus on building a diverse portfolio encompassing operational farms and ranches alongside media and e-commerce ventures, supporting the growth of sustainable and resilient agricultural enterprises. Our investment strategy centers on identifying and nurturing businesses aligned with regenerative practices, contributing to a more environmentally conscious and economically viable food future. We provide strategic investment and operational support to these ventures, facilitating their growth and success in the dynamic US market. We are a family-owned partnership dedicated to long-term value creation in the food and agriculture sector.
Portfolio Management
Wealth Management
Asset Management

2020

The Lemak Group is a Birmingham, Alabama-based capital management and investment firm specializing in mergers and acquisitions advisory, real estate investments, and healthcare consulting. Serving businesses across the Southeastern United States, we provide boutique investment solutions tailored to meet unique needs. With a strong foundation in real estate and aviation management, The Lemak Group leverages its diversified expertise to deliver strategic growth and value for our clients. We are a closely-held investment group dedicated to building long-term partnerships and achieving exceptional results. Our team’s experience in healthcare consulting further strengthens our ability to support a wide range of industries.
Portfolio Management
Wealth Management
Asset Management
Fort Lauderdale Title Loans is a leading provider of title loans in Fort Lauderdale, Florida, specializing in providing fast and convenient financing solutions to individuals and businesses. We operate as an investment management company, facilitating secure transactions and offering a straightforward path to accessing funds using vehicle titles as collateral. Our service caters to a diverse clientele needing immediate access to capital, including those facing unexpected expenses or seeking to leverage the equity in their vehicles. We pride ourselves on transparent processes, competitive rates, and a commitment to customer satisfaction. Fort Lauderdale Title Loans simplifies the title loan process, ensuring a hassle-free experience for our clients. We are dedicated to supporting our community with reliable financial assistance.
Portfolio Management
Wealth Management
Asset Management
M2 Stewardship Group is a California-based investment management firm dedicated to helping individuals, families, and businesses steward their assets and plan for a lasting legacy. We offer a comprehensive suite of services, including investment advisory, retirement plan consulting, and growth equity research. Through M2 Capital Advisors, we design and allocate capital, while M2 Power Plan! provides simple and cost-effective 401(k) and 403(b) solutions. EASI Investments LLC focuses on index consulting and sector research, providing data-driven insights for informed investment decisions. We prioritize a values-oriented approach, working closely with our clients to understand their long-term goals and build tailored investment strategies.
Portfolio Management
Wealth Management
Asset Management

2016

Clear Net Worth, L.L.C. is a Baton Rouge, Louisiana-based fee-only investment management firm dedicated to providing personalized, transparent investment solutions to individuals. We specialize in structuring and managing bespoke investment portfolios, prioritizing client goals and long-term financial security. Unlike traditional firms, we operate solely on a fee-for-service basis, receiving compensation exclusively from our clients and aligning our interests completely with theirs. This commitment to fiduciary responsibility ensures unbiased advice and a focus on delivering substantial value. Clear Net Worth’s approach combines local expertise with a disciplined investment process, helping clients navigate complex markets and achieve their financial aspirations. We cater to a diverse clientele seeking comprehensive wealth management services, including retirement planning, portfolio construction, and ongoing performance monitoring.
Portfolio Management
Wealth Management
Asset Management

2011

BapUp is a US-based investment management firm specializing in bridging global resources to democratize access to luxuries. Founded in 2013, BapUp leverages deep cultural understanding and practical experience in East Asia, Africa, Europe, and Southeast Asia to connect businesses and individuals with affordable luxury goods. We facilitate international movement of capital, offering a unique approach to sourcing and distributing high-end products.

Our team combines U.S. corporate principles with local expertise, ensuring efficient and culturally sensitive operations. We are dedicated to providing accessible luxury experiences for a global clientele.

Portfolio Management
Wealth Management
Asset Management

2013

The Peel Group is a leading infrastructure, transport, and real estate investment firm based in Manchester, UK. For over 50 years, we’ve focused on long-term sustainable growth through capital recycling and visionary regeneration projects, primarily in the North of England. We’re a family-owned enterprise dedicated to positively impacting people’s lives. Our investments span land and property, transport and logistics, and low carbon energy, reflecting a commitment to building a resilient and thriving future. Infrastructure, transport, and real estate are at the heart of our operations.

Established in 1971, The Peel Group has a proud history of transforming landscapes and creating lasting value. We’ve built a reputation for determination, perseverance, and patience, consistently delivering on our promises and upholding our long-term vision. We’re committed to responsible investment and community engagement.

Peel Group’s strategic aim is to grow the value of our investments over decades by recycling capital into long-term sustainable projects. We pride ourselves on enhancing people’s lives through our projects and fostering strong partnerships.

Portfolio Management
Wealth Management
Asset Management

1971

Green Ridge Investments is a Grand Rapids, Michigan-based property management company specializing in providing newly-renovated properties at affordable prices. We cater to future college graduates and young professionals seeking a quality first home.

Located on the northeast side of Grand Rapids, our properties offer convenient access to local amenities, including restaurants, parks, and highways, making them an ideal stepping stone to homeownership. We focus on delivering accessible and well-maintained housing options within the vibrant Grand Rapids community.

Portfolio Management
Wealth Management
Asset Management

Aurient Ltd is a Belfast-based investment firm specializing in strategic capital deployment and value-added support for innovative businesses. We leverage a team of seasoned investors with over 100 years of combined experience in technology, software, and business management, drawing on expertise from organizations like NASA and BT. Our approach focuses on nurturing early-stage ventures, providing not just financial resources but also strategic guidance and operational support.

We are dedicated to fostering sustainable growth and delivering exceptional returns for our investors. We help businesses scale and achieve their full potential.

Portfolio Management
Wealth Management
Asset Management

2018

Lion Garden is a leading investment management firm serving high-net-worth individuals and families in Akron, Ohio, and across the United States. We specialize in bespoke portfolio construction and wealth preservation strategies, focusing on long-term financial growth and stability. Our approach centers on understanding each client’s unique goals and risk tolerance, delivering tailored investment solutions.

We provide comprehensive financial planning alongside our investment management services, ensuring a holistic approach to wealth management. We cater to sophisticated investors seeking a trusted partner to navigate complex market conditions and achieve their financial aspirations. Our team combines decades of experience with a commitment to client service.

Portfolio Management
Wealth Management
Asset Management

Capital Generation Partners is a London-based private investment office dedicated to delivering investment portfolios to families, trusts, and endowments. We combine world-class investment strategies with the personalized service of a family office, offering expertise in portfolio management, direct investment, and real estate. Our approach centers on thinking like investors, managing capital with a long-term perspective and a commitment to responsible capital. Investment expertise and direct investment are core to our service offering, alongside a focus on building diverse and dynamic portfolios.

At Capital Generation Partners, we understand the unique needs of our clients – large pools of capital for families, endowments, and individuals – and strive to create portfolios that not only protect capital but also put it to effective use. We’re a partnership with no external shareholders, ensuring alignment with our clients’ interests. Our team combines institutional backgrounds with diverse expertise, fostering fresh thinking and a commitment to clarity, generosity, and performance.

Regulatory oversight and a commitment to independence are fundamental to our operations. We’re authorised and regulated by the Financial Conduct Authority, and our founders’ background ensures that acquisition isn’t on our agenda.

Portfolio Management
Wealth Management
Asset Management

2007

Eco Initiatives is a UK-based investment partnership specializing in sustainable and environmentally focused opportunities. We connect investors with impactful projects designed to generate both financial returns and positive environmental outcomes. Our expertise lies in identifying and facilitating investments in companies and initiatives driving a greener future, supporting the transition to a more sustainable economy.

We work with a network of leading experts to deliver exceptional investment opportunities. We are dedicated to responsible investment and creating a lasting positive impact.

Portfolio Management
Wealth Management
Asset Management

2009

Huizenga Group is a privately held firm based in West Michigan, providing management services to a diverse family of companies involved in tool & die, pharmaceutical packaging and serialization, machined metal parts, electrical contracting and highly engineered automotive component manufacturing. Since 1985, we’ve built a reputation for enduring economic growth and investment, supporting manufacturers worldwide in industries like security, automotive, pharmaceutical, and consumer goods. Our commitment to strategic acquisitions and operational excellence, combined with a family legacy of entrepreneurial spirit, allows us to deliver value to our shareholders and the communities we serve. We specialize in business management and acquisitions, driving growth and innovation across our portfolio.

We manage a diverse portfolio of companies, each focused on delivering specialized solutions to complex manufacturing challenges. From automation and precision machining to electrical contracting and packaging, our companies provide critical components and services to leading global brands. Automation GSE Automation, Churchill Technologies, and Bulldog Factory Automation are just a few examples of the innovative companies within the Huizenga Group.

What sets the Huizenga Group apart is our long-standing commitment to strategic investment and operational expertise. Tracing our roots back to 1985, we’ve consistently sought out opportunities to build and grow businesses with a focus on quality, innovation, and customer satisfaction. We’re proud of our history of creating value and supporting the growth of our partners and the Michigan economy.

Portfolio Management
Wealth Management
Asset Management

1985

Harvester Capital Limited is a Warrington-based investment management firm specializing in developing high-growth potential investment opportunities for the UK intermediary market. We focus on identifying and cultivating non-correlated investments that outperform traditional options. Our team provides bespoke investment strategies tailored to meet the specific needs of our clients.

We are dedicated to delivering superior returns through careful due diligence and a proactive approach to market analysis. We serve a network of financial intermediaries seeking to enhance their portfolios with innovative and impactful investments. Our expertise lies in uncovering hidden value and capitalizing on emerging trends within the UK investment landscape.

Portfolio Management
Wealth Management
Asset Management

McCutchen Company The is a Mobile, Alabama-based Registered Investment Adviser specializing in helping individuals and families plan for a secure and dignified retirement. We provide comprehensive financial planning services, including retirement income strategies, investment management, and estate planning. Our focus is on building personalized solutions tailored to each client’s unique needs and goals, ensuring a comfortable and fulfilling future. We serve clients across Alabama seeking expert guidance in navigating the complexities of retirement savings and wealth management. We are committed to providing transparent and trustworthy advice, helping our clients achieve their financial aspirations.

At McCutchen Company The, we understand that retirement planning is more than just investments; it’s about creating a lifestyle. We work closely with our clients to understand their values, priorities, and long-term goals, developing strategies that align with their individual circumstances. Our services encompass a wide range of financial planning needs, from initial consultations to ongoing portfolio management and regular reviews.

We pride ourselves on our commitment to client service and our deep understanding of the financial markets. We are dedicated to providing objective, unbiased advice and building long-term relationships based on trust and integrity. McCutchen Company The is a trusted partner for individuals and families seeking to secure their financial future.

Portfolio Management
Wealth Management
Asset Management

Invest-A-Nole is a student organization at Florida State University, providing a platform for students to explore and develop their investment acumen. Based in Tallahassee, Florida, we offer a supportive and inclusive environment for students from all majors to learn about various investment strategies and build their portfolios. We cater to students interested in gaining practical experience in the investment management industry. Our goal is to foster a community of young investors, equipping them with the knowledge and skills necessary for future success. We host workshops, guest speakers, and networking events to enhance our members’ understanding of financial markets and investment principles.

Invest-A-Nole is dedicated to providing hands-on learning opportunities, including simulated trading exercises and real-world case studies. We aim to bridge the gap between academic theory and practical application, allowing students to develop a strong foundation in investment analysis and portfolio management. We are committed to promoting financial literacy and responsible investing among our members.

As a student organization, Invest-A-Nole is a valuable resource for students seeking to build their professional network and gain a competitive edge in the financial services sector. Established in Fall 2018, we’ve grown to become a thriving community of passionate investors. We are proud to be a part of the Florida State University community, supporting the next generation of financial leaders.

Portfolio Management
Wealth Management
Asset Management

2018

Stanislaus Public Defender is an investment management firm serving clients in Modesto, California. We provide comprehensive financial planning and investment strategies tailored to individual needs and long-term goals. Our team specializes in retirement planning, estate planning, and wealth management for individuals and families.

We focus on building strong, lasting relationships based on trust and expertise. We help clients navigate complex financial landscapes and achieve their financial aspirations. We are committed to delivering personalized service and transparent communication.

Our approach centers on understanding your unique circumstances and developing a customized investment plan. We prioritize long-term growth and stability, aligning our strategies with your values and objectives.

Portfolio Management
Wealth Management
Asset Management
Kallisti Capital Investment is a Doncaster-based financial education service dedicated to empowering individuals with the knowledge to navigate the complexities of the financial markets.

We provide a comprehensive online platform offering a wealth of resources, including a structured blog mirroring our flagship book, *Market Mastery*, and a vibrant community forum. Our mission is to cut through the noise and deliver honest, insightful information on topics such as trading, investing, risk management, and diversification.

Kallisti Capital Investment focuses on delivering accessible financial education through a variety of formats – from regular newsletters and online courses to video tutorials and expert analysis – helping users build robust investment strategies and protect their capital. We are committed to fostering a transparent and open community, providing the tools and knowledge needed to achieve financial freedom.
Portfolio Management
Wealth Management
Asset Management

2017

Sunrise Advisors is a family-owned and operated Fee-Only investment advisory firm based in Leawood, Kansas.

We specialize in providing comprehensive wealth management and financial planning services to individuals, families, businesses, and foundations. Our team helps clients navigate complex financial landscapes, offering tailored solutions for retirement planning, estate planning, tax planning, and more.

What sets Sunrise Advisors apart is our commitment to a fiduciary standard, prioritizing our clients’ best interests above all else. We offer a personalized approach, combining decades of experience with a deep understanding of the evolving financial needs of our clients. We are dedicated to building long-term relationships based on trust and transparency.

Founded in 1993, Sunrise Advisors has grown to serve clients across the United States, with a strong focus on delivering exceptional service and achieving lasting financial success. We currently have 5 team members.
Portfolio Management
Wealth Management
Asset Management

1993

Crescent Crypto Asset Management is a Jersey City, New Jersey-based digital asset investment firm specializing in crypto index fund investing and benchmarking.

We help investors navigate the complexities of the cryptocurrency market by offering a suite of high-quality indices, rules-based strategies, and customized investment programs. Our approach is designed for both high-net-worth individuals and institutional investors seeking a liquid, secure, and cost-efficient entry point into the digital asset space.

Founded in 2017 by Ali Hassan, Christopher Matta and Michael Kazley, Crescent Crypto Asset Management is dedicated to financial innovation and a common principle - doing the best we can do for each investor. We are committed to developing the most innovative investment platform in the digital asset space, and delivering thoughtful, cost efficient and customizable investment solutions for all investors.

As featured in publications like Goldman Sachs and USCF, Crescent Crypto is a leader in the industry, paving the way for a digital investing future.
Portfolio Management
Wealth Management
Asset Management

2017

FH+ is a premier real estate and investment services provider based in Orlando, Florida.

We specialize in connecting businesses with prime locations across Central Florida, facilitating growth and expansion for our clients. Our focus is on providing strategic location solutions for businesses in various sectors, including auto parts, car rentals, and auto sales.

FH+ leverages our extensive network and market expertise to deliver unparalleled results, supporting businesses in import/export and freight & cargo operations. Founded in 2011, we’ve grown to a team of 146 professionals, dedicated to building strong credibility and professionalism within the investment management landscape. We are committed to being your trusted partner in achieving your business objectives.
Portfolio Management
Wealth Management
Asset Management

2011

Upshot Capital Advisors is a real estate investment manager based in Orlando, Florida.

We specialize in delivering best-in-class healthcare real estate solutions, including medical office buildings, ambulatory facilities, and acute care facilities.

At Upshot, we focus on creating long-dated, high-quality income streams backed by healthcare assets and credit, partnering with superior healthcare providers to meet unmet infrastructure needs and deliver exceptional value to our investors and communities. We are a vertically integrated firm with business units focused on investment management, development, construction, and property management, employing a team of real estate, investment, financial, construction, and legal professionals dedicated to operational excellence and sustainable growth.

With over 20 years of experience, Upshot Capital Advisors provides a fiduciary approach to real estate investment, prioritizing prudent capital deployment and impactful community engagement.
Portfolio Management
Wealth Management
Asset Management
Elite Funds is a leading investment management firm based in Lincoln, Nebraska, specializing in exclusive investing strategies for discerning investors.

We cater to high-net-worth individuals seeking impactful and sophisticated investment solutions. Our approach focuses on delivering personalized portfolios aligned with unique financial goals and values.

Elite Funds distinguishes itself through a commitment to social impact investing, combining financial returns with positive change. We offer a range of services including portfolio construction, wealth management, and strategic financial planning, all underpinned by a deep understanding of the investment landscape and a dedication to client success.

Founded in 2019, Elite Funds has quickly established a reputation for innovation and client-centric service, currently employing a team of 7 professionals. We are dedicated to building long-term relationships based on trust and transparency.
Portfolio Management
Wealth Management
Asset Management

2019

Amerigo Capital is a US-based private equity firm specializing in investments in established, profitable lower middle market companies with EBITDA between $2MM and $40MM.

We focus on identifying market-leading niche businesses across a wide range of industries, particularly those owned by family or operator-owners seeking liquidity and a strategic partnership to drive future growth.

Amerigo Capital distinguishes itself through a dedicated focus on this segment of the market, combined with a flexible mandate and a team with direct experience across all stakeholder positions within these businesses. We tailor transaction structures to each company’s unique needs, offering minority or majority investments and equity participation to management, fostering collaborative efforts to maximize shareholder value through strategic planning, growth capital, and operational improvements.

Our advisory board, comprised of experienced family office principals and private equity investors, provides invaluable guidance and support to our portfolio companies.
Portfolio Management
Wealth Management
Asset Management

2015

SB Real Estate Partners is a leading multifamily investment firm based in Irvine, California, specializing in value-add investments across the United States.

We focus on acquiring and expertly managing properties with significant growth potential, delivering exceptional returns for our investors and partners. Our team leverages decades of experience in commercial real estate and multifamily investment to identify and execute strategic transactions.

With a proven track record and a commitment to operational excellence, SBREP consistently sources compelling opportunities and maximizes risk-adjusted returns. Founded in 2017, SBREP is driven by a dedicated team of experienced professionals, including Srijin Bandyopadhyay, Founder & Managing Principal, and Preston McNeil, Principal, who bring a wealth of expertise to every project. Multifamily Real Estate Investments – Creating Value. Optimizing Results.
Portfolio Management
Wealth Management
Asset Management

2017

Alpha Strategies Investment Group is a leading investment consulting firm based in Irvine, California, specializing in alternative investments for sophisticated investors.

We provide comprehensive risk analysis, asset allocation studies, and portfolio optimization strategies to family offices, institutional investors, and high-net-worth individuals. Our team of experienced investment consultants and research analysts leverages over 25 years of experience sourcing unique opportunities in real estate, private equity, private credit, and venture capital.

Alpha Strategies distinguishes itself through its deep understanding of the alternative investment landscape and its commitment to delivering unbiased advisory services. We also support legal professionals involved in complex litigation requiring investment expertise.

Founded in 2009, Alpha Strategies has grown to serve a diverse client base and maintain strong relationships with leading investment managers.
Portfolio Management
Wealth Management
Asset Management

2009

MWMfund is an Orlando, Florida-based investment management firm specializing in the acquisition and management of non-performing and performing mortgage notes. We provide impactful investment opportunities for individuals seeking double-digit returns while supporting low to middle-income families in preserving their homes.

At MWMfund, we focus on a unique approach to distressed mortgage notes, prioritizing a human-centered borrower outreach strategy. Our core service is the buying and selling of non-performing and performing mortgage notes, allowing investors to participate in a niche market often overlooked by larger institutions.

We are committed to creating common sense wealth building strategies and fostering socially responsible investing, targeting micro pools and prioritizing impact investing. Founded in 2012, MWMfund operates with a dedicated team of just two professionals, demonstrating a focused and agile approach to delivering value to our investors and borrowers alike. We believe in treating borrowers with respect and understanding, breaking down barriers of fear and offering a path towards financial stability.
Portfolio Management
Wealth Management
Asset Management

2012

Leisnoi, Inc is an Alaska Native Village Corporation based in Anchorage, Alaska, dedicated to preserving Alutiiq heritage and providing shareholder benefits.

Established in 1971 under the Alaska Native Claims Settlement Act (ANCSA), Leisnoi manages approximately 50,000 acres of land on Kodiak, Woody, and Long Islands.

Our core mission centers around responsible land stewardship, supporting shareholder use for culture, subsistence, and recreation, and fostering sustainable economic development. We are a vital link to our ancestral home and a thriving community.

Leisnoi’s history is deeply rooted in the Alutiiq people, with over 10,000 years of continuous presence in the region. Today, we continue to honor our traditions while building a secure future for our shareholders.
Portfolio Management
Wealth Management
Asset Management
Olympus Capital Management is a leading event-driven alternative investment firm based in Irvine, California, specializing in uncorrelated returns.

We provide sophisticated asset management services to institutional and high-net-worth clients, employing a market-neutral investment strategy that combines rigorous fundamental and technical research with a strong emphasis on risk management.

Our team leverages a unique approach to identify and capitalize on market inefficiencies, delivering consistent performance across diverse economic conditions. We focus on generating returns that are not directly tied to the performance of the S&P 500, offering a valuable diversification tool for portfolios.

Founded in 2018, Olympus Capital Management has quickly established a reputation for disciplined investment practices and a commitment to client success.
Portfolio Management
Wealth Management
Asset Management

2018

Wind River Ventures is a diversified investment fund based in Durham, North Carolina, specializing in navigating dynamic market conditions and delivering strategic investment solutions.

We focus on understanding the evolving landscape of various sectors, providing bespoke investment strategies for our clients. Our approach centers on identifying opportunities and mitigating risks, ensuring long-term value creation.

Wind River Ventures supports a range of investment needs, from private equity to venture capital, with a commitment to building lasting partnerships. We are dedicated to helping our clients achieve their financial goals through insightful analysis and proactive management. We operate as a privately held investment management firm, committed to responsible and sustainable growth.
Portfolio Management
Wealth Management
Asset Management

2021

Blue Phoenix Holdings is a US-based investment firm specializing in the acquisition and strategic growth of established businesses, particularly those generating at least $1 million in annual revenue.

We focus on providing comprehensive support to our portfolio companies, encompassing a wide range of advisory services designed to maximize their potential.

Our core expertise lies in business valuation, mergers and acquisitions, financial planning, and operational improvements – helping companies achieve sustainable growth and navigate key transitions. We also offer specialized support in areas such as working capital management, inventory optimization, and succession planning.

With a team of experienced professionals and a proven track record, Blue Phoenix Holdings is dedicated to partnering with exceptional businesses and driving long-term value.
Portfolio Management
Wealth Management
Asset Management

2019

Luminous Capital Management is a commercial real estate investment management firm based in Irvine, California.

We specialize in identifying and investing in properties driven by key macro-trends, including life science discoveries, demographic shifts, and the growth of the digital economy.

Founded in 2021 by industry veterans Bob Dougherty, Matt Stephenson, and Tom Lam, Luminous Capital Management offers a data-driven approach to risk mitigation, creative value-add strategies, and relentless execution, all while prioritizing our investors and upholding unimpeachable ethics.

Our team’s long-standing association and alignment of interests ensures a focused and effective investment strategy.

We strive to be an investor-first asset manager which creates value for itself and its clients.
Portfolio Management
Wealth Management
Asset Management

2021

Penn Square Group is a Steamboat Springs, Colorado-based asset management distribution company specializing in the sponsorship and placement of multi-strategy real estate funds.

We connect leading alternative investment managers with a global network of wealth managers, consultants, family offices, and institutional investors, providing access to institutional-quality real estate opportunities.

Penn Square’s decades of experience in fund formation, investor relations, and robust database management ensures successful capital raising and delivers superior risk-adjusted returns for our partners and investors. Founded in 2006, Penn Square continues to expand its suite of real estate offerings, serving the needs of top investors worldwide.
Portfolio Management
Wealth Management
Asset Management

2006

Proex Venture is a US-based company specializing in crafting comprehensive Business Plans specifically designed for Immigrants seeking the EB-2 Permanent Visa or National Interest Waiver.

We understand the unique challenges faced by newcomers to North America when applying for permanent residency. Our team provides tailored support, guiding applicants through every stage of the process, from initial concept to a polished, persuasive plan.

Our Business Plan model meticulously covers all essential components – an Executive Summary, thorough Market Analysis, a detailed Market Plan, a robust Operational Plan, and a comprehensive Financial Plan – ensuring a strong and compelling application. We focus exclusively on this niche, providing unparalleled expertise and a deep understanding of the EB-2/NIW requirements.

Founded in 2020, Proex Venture has quickly established itself as a trusted partner for immigrants navigating the complex path to permanent residency. We are committed to helping individuals achieve their dreams of building a new life in America.
Portfolio Management
Wealth Management
Asset Management

2020

Willis & Smith Capital is a Plano, Texas-based private equity firm specializing in lower middle market acquisitions.

We partner with successful business owners and management teams across a range of industries, including manufacturing, distribution, logistics, industrial services, and engineering & construction, to fuel growth and unlock value.

What distinguishes Willis & Smith Capital is our deeply ingrained operational expertise and a commitment to aligning our interests with those of our portfolio companies – we invest our own capital alongside our partners, fostering a true partnership and owner’s perspective.

Founded in 2019 by Eric Willis and Terry Smith, we bring decades of combined private equity experience and a hands-on approach to every investment, driving sustainable value creation. We focus on established businesses with proven track records and strong management teams, seeking opportunities where our operational insights can make a significant impact.
Portfolio Management
Wealth Management
Asset Management

2019

Rivermont Capital is a real estate investment management firm based in Durham, North Carolina, specializing in revitalizing underperforming downtowns across the southeastern United States.

We acquire key assets and implement a data-driven master redevelopment approach to transform these areas into vibrant, walkable, and diverse town centers. Our focus is on creating sustainable communities that attract investment and foster economic growth.

Rivermont Capital leverages public-private partnerships and a diverse team of analysts and strategic advisors to identify opportunities and execute successful redevelopment projects. We are committed to creating lasting positive impact in the communities we serve, recycling neighborhoods and spurring economic growth. Michael Lemanski and Andrew Holton lead the firm, bringing extensive experience in real estate development, investment, and strategic advising to each project.
Portfolio Management
Wealth Management
Asset Management

2017

Pacific Sands Funds is a privately held investment firm based in Irvine, California, specializing in stable, income-producing real estate opportunities in emerging U.S. residential markets.

We focus on acquiring and asset managing multi-family properties, providing everyday investors access to deals typically reserved for larger institutional investors. Our goal is to price out the Country Club smaller investors and stay below the larger institutional investors in markets in which we can establish long-term relationships.

Pacific Sands Funds targets value-add opportunities with high-yield passive cash flow and long-term capital appreciation. We have realized gains on 16 properties with average investor IRRs in the mid 30% range.

Since 2019, we’ve successfully completed numerous acquisitions across Southern California, Las Vegas, St Louis, and Kansas City, demonstrating our commitment to delivering strong returns for our investors.
Portfolio Management
Wealth Management
Asset Management

2019

Pulliam Family Office is a wealth management firm based in Crested Butte, Colorado, dedicated to providing comprehensive financial solutions for uniquely successful executives and their families.

We specialize in integrating your existing team – including attorneys, accountants, and investment professionals – to create a cohesive strategy that maximizes the return, impact, and legacy of your wealth. Our approach is centered around understanding your family’s values and goals, and building a flexible structure that adapts to your evolving needs.

At Pulliam Family Office, we prioritize a 100-year enterprise family, fostering a community built on shared purpose and values, and delivering resilient strategies for long-term success. We offer integrated wealth management, strategic planning, and cash flow management, all tailored to your unique circumstances.

We coordinate solutions and service across your advisors, or set you up with our own trusted sources. We also bring in third-party experts to advise on everything from handling family money issues to organizing—and living—your core values.
Portfolio Management
Wealth Management
Asset Management

2019

InvestRx is a Lincoln, Nebraska-based financial technology company specializing in automated investment solutions for medical professionals.

We provide a comprehensive suite of services designed to simplify wealth management, including automated investment accounts and high-yield savings accounts. Our platform integrates cutting-edge technology with personalized support, ensuring clients can confidently plan, save, and invest for their future.

InvestRx empowers busy medical professionals to achieve their financial goals with ease and efficiency. We are dedicated to providing a seamless and secure experience, backed by the expertise of our financial advisors.

Founded in 2019, InvestRx has quickly established itself as a trusted partner for medical professionals seeking a modern and effective approach to wealth management. We are committed to innovation and client success.
Portfolio Management
Wealth Management
Asset Management

2019

Weltham is a leading real estate investment firm based in Irvine, California, specializing in direct alternative investments. Since the early 1990s, we’ve collaborated with a diverse range of global investors – including family offices, sovereigns, and institutions – to generate over $4 billion in value.

Our disciplined and tactical approach focuses on structuring and scaling investment opportunities across key sectors like real estate, retail, technology, hospitality, and healthcare. We prioritize long-term partnerships built on trust and a shared commitment to sustainable growth.

Weltham distinguishes itself through a hands-on methodology, leveraging a seasoned team of board-level advisors, sector experts, and strategy consultants. We’ve successfully executed numerous strategic mandates, including advising governments on major urban development projects and partnering with leading financial institutions on global investment initiatives. We are dedicated to philanthropy and service, reflecting our gratitude and commitment to building a better future.
Portfolio Management
Wealth Management
Asset Management
Cryptoinvestments is a US-based investment consulting firm specializing in blockchain-based cryptocurrencies and providing expert advisory services.

We cater to both individual investors and institutions seeking to navigate the complexities of the digital asset market. Our team of experienced financial professionals helps clients develop and implement tailored investment strategies, focusing on risk management and maximizing returns within the rapidly evolving crypto landscape.

Cryptoinvestments distinguishes itself through a deep understanding of blockchain technology and a commitment to providing transparent, data-driven advice. We assist clients with portfolio construction, asset allocation, and ongoing performance monitoring, ensuring they stay informed and confident in their investment decisions. We are dedicated to fostering long-term relationships built on trust and expertise, supporting clients through every stage of their crypto investment journey. Our services include comprehensive market analysis, regulatory compliance guidance, and personalized investment roadmaps.
Portfolio Management
Wealth Management
Asset Management

2017

Fenix Equity Group is a US-based investment partnership specializing in acquiring and enhancing businesses with significant growth potential.

We focus on identifying and integrating fragmented value chains across production, sales, and distribution to drive top-line revenue and profitability. Our target investments typically range from $1M to $15M in EBITDA, prioritizing companies with clear upside and opportunities for operational improvement.

At Fenix Equity Group, we leverage our expertise in strategic acquisitions and operational execution to unlock value and deliver sustainable growth. We are dedicated to building stronger, more efficient businesses across the investment portfolio. We operate primarily in the **Investment Management** sector.
Portfolio Management
Wealth Management
Asset Management
Red Reef Advisors is a multi-family office providing independent Registered Investment Advisory services to affluent families across Florida and North Carolina.

We help clients address the complex challenges of managing their wealth, encompassing family, business, and financial planning. Our dedicated team offers a personalized approach, tailoring our services to meet the unique needs of each client and their evolving circumstances.

Red Reef Advisors distinguishes itself through a commitment to building long-term relationships based on trust and a deep understanding of our clients’ goals. We provide comprehensive global capabilities, preserving and growing financial, family, and social capital.

Founded in 2015, Red Reef Advisors currently operates from offices in Boca Raton and Research Triangle Park, serving a diverse clientele with sophisticated wealth management needs.
Portfolio Management
Wealth Management
Asset Management

2015

Creciente Partners Investment Management, LLC is a Durham, North Carolina-based alternative investment firm specializing in managing a global multi-manager hedge fund focused on smaller, earlier-stage long/short equity managers.

We partner with 6-12 world-class managers, meticulously selected from hundreds of candidates, prioritizing their integrity, transparency, and performance-based compensation.

Creciente’s approach centers on identifying managers exhibiting idiosyncratic risk management strategies – concentration, balance sheet control, and targeted business selection – while maintaining disciplined market risk control. Our investment thesis, supported by extensive research, targets outsized returns within the initial 3-5 years of a manager’s lifecycle.

We invest alongside our clients, demonstrating our commitment to long-term success and fostering a collaborative partnership. Creciente Partners Investment Management, LLC delivers superior risk-adjusted returns for our clients.
Portfolio Management
Wealth Management
Asset Management

2014

QMS Capital Management LP is a Durham, North Carolina-based alternative investment management firm specializing in quantitative strategies for global financial markets.

We apply sophisticated academic research and extensive asset management experience to deliver tailored investment solutions for our clients. Our team combines deep industry knowledge with rigorous analytical approaches, ensuring robust risk management and performance.

QMS Capital is independently owned and operated by its leadership team, reflecting a commitment to disciplined investment processes and long-term value creation. We pride ourselves on our intellectual rigor and collaborative environment, attracting top talent from leading universities and financial institutions.

Founded on a foundation of quantitative expertise, QMS Capital has consistently delivered strong results for its clients, leveraging a blend of academic research and practical market experience.
Portfolio Management
Wealth Management
Asset Management
Reliant Assets is a leading precious metals and alternative assets company based in London, UK. We specialize in helping global clients acquire, preserve, and protect their investment vehicles.

Our team of highly educated financial service professionals guides clients through the process of adding Gold, Silver, Cryptocurrencies, Lifeshares, or Annuities to their retirement portfolios, simplifying the transition with a transparent and client-focused approach.

What sets Reliant Assets apart is our established partnership with the largest and most trusted IRS-approved custodians in the United States, including New Direction, Strata, Kingdom Trust, Brinks Global Services, and the Delaware Depository, ensuring the continued trust and confidence of our clientele. We are the trusted leader in the Precious Metals and Alternative Assets industry.
Portfolio Management
Wealth Management
Asset Management

2018

List of Wealth Management companies in All locations

Company Name

Location

Category

Employees

Email

Accuracy

Website

Stamford, United States (US)

Finance and Banking
Finance and Banking

50-100

info@aladdincapital.com

http://www.aladdincapital.com/

Frisco, United States (US)

Finance and Banking
Finance and Banking

2-10

info@cryptfolio.us

https://www.cryptfolio.us

EDINBURGH, United Kingdom (UK)

Finance and Banking
Finance and Banking

2-10

info@trendsandtargets.com

http://www.trendsandtargets.com/

Franklin, United States (US)

Finance and Banking
Finance and Banking

2-10

info@greensviewwealth.com

http://www.greensviewwealth.com

Edinburgh, United Kingdom (UK)

Finance and Banking
Finance and Banking

2-10

info@ashfount.com

https://www.ashfount.com

Birmingham, United States (US)

Finance and Banking
Finance and Banking

10-20

info@thelemakgroup.com

http://www.thelemakgroup.com/

Fort Lauderdale, United States (US)

Finance and Banking
Finance and Banking

10-20

info@cartitleloans-fortlauderdale.com

http://cartitleloans-fortlauderdale.com

Valencia, United States (US)

Finance and Banking
Finance and Banking

2-10

info@m2sg.net

http://www.m2sg.net

Baton Rouge, United States (US)

Finance and Banking
Finance and Banking

2-10

info@clearnetworth.com

http://www.clearnetworth.com

Rochester, United States (US)

Finance and Banking
Finance and Banking

200-500

info@store.bapup.com

http://store.bapup.com

Manchester, United Kingdom (UK)

Finance and Banking
Finance and Banking

30-50

info@peel.co.uk

https://www.peel.co.uk/

Grand Rapids, United States (US)

Finance and Banking
Finance and Banking

2-10

info@greenridgeinvestments.com

https://www.greenridgeinvestments.com/

Belfast, United Kingdom (UK)

Finance and Banking
Finance and Banking

2-10

info@aurientinvestments.com

http://www.aurientinvestments.com

Akron, United States (US)

Finance and Banking
Finance and Banking

2-10

info@liongarden.com

http://liongarden.com/

London, United Kingdom (UK)

Finance and Banking
Finance and Banking

30-50

info@capgenpartners.com

http://www.capgenpartners.com

Royal Tunbridge Wells, United Kingdom (UK)

Finance and Banking
Finance and Banking

2-10

info@ecoinitiatives.co.uk

http://www.ecoinitiatives.co.uk

Grand Rapids, United States (US)

Finance and Banking
Finance and Banking

2-10

info@huizengagroup.com

http://www.huizengagroup.com

Warrington, United Kingdom (UK)

Finance and Banking
Finance and Banking

2-10

info@harvestercapital.co.uk

http://www.harvestercapital.co.uk/

Mobile, United States (US)

Finance and Banking
Finance and Banking

2-10

info@mccutchencompany.com

http://mccutchencompany.com

Tallahassee, United States (US)

Finance and Banking
Finance and Banking

2-10

info@1809408.site123.me

https://1809408.site123.me/

Modesto, United States (US)

Finance and Banking
Finance and Banking

2-10

info@stancounty.com

http://www.stancounty.com

Doncaster, United Kingdom (UK)

Finance and Banking
Finance and Banking

2-10

info@kallisticapitalinvestment.com

https://www.kallisticapitalinvestment.com/

Leawood, United States (US)

Finance and Banking
Finance and Banking

2-10

info@sunriseadvisors.com

https://www.sunriseadvisors.com/

Jersey City, United States (US)

Finance and Banking
Finance and Banking

2-10

info@crescentcrypto.com

https://www.crescentcrypto.com/

Orlando, United States (US)

Finance and Banking
Finance and Banking

2-10

info@fhplus.us

http://www.fhplus.us

Orlando, United States (US)

Finance and Banking
Finance and Banking

2-10

info@upshotca.com

http://www.upshotca.com

Lincoln, United States (US)

Finance and Banking
Finance and Banking

2-10

info@elitefunds.com

https://elitefunds.com/

Irvine, United States (US)

Finance and Banking
Finance and Banking

2-10

info@amerigocap.com

http://www.amerigocap.com

Irvine, United States (US)

Finance and Banking
Finance and Banking

2-10

info@sbrep.com

https://www.sbrep.com/

Irvine, United States (US)

Finance and Banking
Finance and Banking

2-10

info@asinvestmentgroup.com

http://www.asinvestmentgroup.com

Orlando, United States (US)

Finance and Banking
Finance and Banking

2-10

info@mwmfund.com

http://www.mwmfund.com

Anchorage, United States (US)

Finance and Banking
Finance and Banking

2-10

info@leisnoi.com

http://leisnoi.com

Irvine, United States (US)

Finance and Banking
Finance and Banking

2-10

info@olympuscptl.com

http://www.olympuscptl.com

Durham, United States (US)

Finance and Banking
Finance and Banking

2-10

info@windriverventures.com

https://windriverventures.com

COLUMBIA, United States (US)

Finance and Banking
Finance and Banking

2-10

info@bluephoenixholdingsllc.com

https://bluephoenixholdingsllc.com/

Irvine, United States (US)

Finance and Banking
Finance and Banking

2-10

info@luminouscm.com

http://www.luminouscm.com

Steamboat Springs, United States (US)

Finance and Banking
Finance and Banking

2-10

info@pennsquare.com

http://www.pennsquare.com

Orlando, United States (US)

Finance and Banking
Finance and Banking

2-10

info@proexventure.com

http://www.proexventure.com

Plano, United States (US)

Finance and Banking
Finance and Banking

2-10

contact@willis-smithcap.com

http://www.willis-smithcap.com

Durham, United States (US)

Finance and Banking
Finance and Banking

2-10

info@rivermont.com

http://www.rivermont.com

Irvine, United States (US)

Finance and Banking
Finance and Banking

2-10

info@pacificsandsfunds.com

http://pacificsandsfunds.com/

Crested Butte, United States (US)

Finance and Banking
Finance and Banking

2-10

info@pulliamfamilyoffice.com

https://pulliamfamilyoffice.com/

Lincoln, United States (US)

Finance and Banking
Finance and Banking

2-10

info@investrx.co

http://www.investrx.co

Irvine, United States (US)

Finance and Banking
Finance and Banking

2-10

info@weltham.com

https://www.weltham.com

jersey city, United States (US)

Finance and Banking
Finance and Banking

2-10

info@crypto-investments.com

http://crypto-investments.com/

Greensboro, United States (US)

Finance and Banking
Finance and Banking

2-10

info@fenixequity.com

https://fenixequity.com/

Boca Raton/Durham, United States (US)

Finance and Banking
Finance and Banking

2-10

support@redreefadvisors.com

https://www.redreefadvisors.com/

Durham, United States (US)

Finance and Banking
Finance and Banking

2-10

info@crecientepartners.com

http://www.crecientepartners.com

Durham, United States (US)

Finance and Banking
Finance and Banking

10-20

info@qmscapital.com

http://www.qmscapital.com

Irvine, United States (US)

Finance and Banking
Finance and Banking

10-20

info@reliantassets.com

http://www.reliantassets.com

50/293 results

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Frequently asked questions

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