Organizations in Wealth Management
| Name | Industry | Address | |
|---|---|---|---|
|
|
MG MG is an accounting firm that expertise in taxation, legal, payroll, auditing, consulting, insurance & wealth management advisory services. |
Accounting, Advice, Consulting, Financial Services, Wealth Management | La Ravoire, Rhone-Alpes, France |
|
Franklin Resources Franklin Resources is a global investment management organization known as Franklin Templeton Investments. NYSE:BEN |
Angel Investment, Hedge Funds, Management Consulting, Wealth Management | San Mateo, California, United States |
|
Old National Bank Old National Bank is a regional bank providing you with additional provides account choices, expanded convenience, and greater control. |
Banking, Financial Services, Wealth Management | Evansville, Indiana, United States |
|
|
ExpertOption ExpertOption is Binary Option Trading Platform. |
Financial Exchanges, Financial Services, Trading Platform, Wealth Management | Gibraltar, Gibraltar, Gibraltar |
|
|
Stockomendation Stockomendation has a predictive algorithm which analyses stock tips |
Financial Services, FinTech, Wealth Management | London, England, United Kingdom |
|
|
FIA Technology Services FIA Technology Services offers financial services for social and economic inclusion, livelihood empowerment and poverty alleviation. |
Financial Services, Insurance, Wealth Management | Gurgaon, Haryana, India |
|
Alpha Financial Markets Consulting Alpha was founded in 2003 and is a leading global provider of consulting, benchmarking and implementation services to financial LSE:AFM |
Asset Management, Consulting, Financial Services, Information Technology, Management Consulting, Wealth Management | London, England, United Kingdom |
|
MyVest A financial technology pioneer, MyVest combines best practices in wealth management with with best-in-class technology. |
Enterprise Software, Finance, Financial Services, FinTech, Wealth Management | San Francisco, California, United States |
|
|
Stockipedia Financial and Investing Advice Company |
Asset Management, Digital Media, Financial Services, FinTech, News, Wealth Management | Manhattan, New York, United States |
|
|
Shenxian Youcai Shenxian Youcai provides financial information intermediary services for individual lenders and fund demanders. |
Finance, Financial Services, Wealth Management | Beijing, Beijing, China |
|
|
Masttro Masttro is a Swiss financial technology company that provides wealth information solutions for high net worth families and family offices. |
Financial Services, FinTech, Legal Tech, Privacy, Wealth Management | New York, New York, United States |
|
|
Finantix Finantix is a technology products company specialising in banking, wealth management and insurance technologies. |
Financial Services, Information Services, Wealth Management | Venezia, Veneto, Italy |
|
|
SharesMaster SharesMaster is a one-stop overseas wealth management platform. |
Finance, FinTech, Wealth Management | Beijing, Beijing, China |
|
|
AGA Benefit Solutions AGA Benefit Solutions is an insurance firm that provides insurance innovative solutions and services. |
Financial Services, Insurance, Wealth Management | Westmount, Quebec, Canada |
|
|
Datavest Datavest provides you with the ability to turn your personal data into a personal asset and passive income. |
Big Data, Blockchain, Financial Services, Software, Wealth Management | Pasadena, California, United States |
|
Bank Of Hawaii Bank of Hawaii Corporation is a bank holding company. NYSE:BOH |
Banking, Finance, Financial Services, Wealth Management | Honolulu, Hawaii, United States |
|
|
Alice Blue Alice Blue is one of the most valued Retail Broking Houses in India. We help you trade on BSE & NSE, across multiple asset classes. |
Financial Services, FinTech, Wealth Management | Bangalore, Karnataka, India |
|
CreditEase CreditEase is a business consulting firm that offers wealth management services. |
Consulting, Finance, Financial Services, Wealth Management | Beijing, Beijing, China |
|
|
Alma Capital Partners Alma Capital Partners provides a life-changing opportunity for business owners looking for a succession plan. |
Business Development, Impact Investing, Wealth Management | Miami, Florida, United States |
|
|
Qube Research & Technologies Qube Research & Technologies is a quantitative and systematic investment manager with offices in Hong Kong, London, Mumbai and Paris. |
Asset Management, Financial Services, Insurance, Wealth Management | London, England, United Kingdom |
|
|
OpSeeker Web application that allows you to improve your investments and savings using fictitious money and helps you improve your financial health. |
Finance, Financial Services, FinTech, Internet, Wealth Management | Amés, Galicia, Spain |
|
|
Fahaicc.com fahaicc.com is a financial risk management information platform. |
Finance, Risk Management, Wealth Management | Haidian, Beijing, China |
|
RobustWealth RobustWealth is a digital wealth management platform built for their needs. |
Communities, Financial Services, FinTech, Wealth Management | Lambertville, New Jersey, United States |
|
|
Unblu Inc. Unblu is a vendor focused on the banking vertical, providing highly secure engagement and collaboration software for financial services. |
Banking, Collaboration, Customer Service, Enterprise Software, File Sharing, FinTech, Software, Video Chat, Video Conferencing, Wealth Management | Basel, Basel-Stadt, Switzerland |
|
|
Drahim Drahim develops a digital platform on recommended investing plans after analyzing one's financial usage. |
Apps, Finance, Financial Services, FinTech, Wealth Management | Riyadh, Ar Riyad, Saudi Arabia |
|
|
CAiGiN Global CAiGiN Global offers investment consulting services and customized wealth management solutions to individuals, families, and institutions. |
Consulting, Finance, Wealth Management | Beijing, Beijing, China |
|
|
Eaton Vance Management Eaton Vance provides advanced investment strategies and wealth management solutions. NYSE:EV |
Asset Management, Finance, Financial Services, Wealth Management | Boston, Massachusetts, United States |
|
U.S. Money Reserve The U.S. Money Reserve is one of the nation's largest distributors of U.S. Government issued Gold, Silver, and Platinum Coins. |
Retail, Retirement, Wealth Management | Austin, Texas, United States |
|
BBVA USA BBVA USA is a commercial bank that offers its products and services, such as consumer loans, mortgages, insurance, and wealth management. |
Banking, Commercial Lending, Finance, Financial Services, Insurance, Wealth Management | Birmingham, Alabama, United States |
|
|
MDurance mDurance is a digital health tool that helps professionals check muscle health. |
Fitness, Health Care, Wealth Management | Granada, Andalucia, Spain |
|
Brown Advisory Brown Advisory is an independent investment management and strategic advisory firm |
Asset Management, Financial Services, Venture Capital, Wealth Management | Baltimore, Maryland, United States |
|
RHB Bank Berhad RHB Bank Berhad provides Credit Cards, Loans, Wealth Management, Deposits, Islamic Banking. KLSE:RHBBANK |
Banking, Financial Services, Lending, Wealth Management | Kuala Lumpur, Kuala Lumpur, Malaysia |
|
Miigen Miigen is a online social platform for older adults. |
Digital Entertainment, Information Services, Wealth Management | Stirling, Stirling, United Kingdom |
|
|
Desheng Fund Research Center Desheng Fund Research Center is a professional independent fund research institution in China. |
Finance, Financial Services, Wealth Management | Beijing, Beijing, China |
|
|
Dachui Zichan Dachui Zichan is an intelligent asset disposal transaction facilitating platform based on big data applications. |
Asset Management, Financial Services, Wealth Management | Haidian, Beijing, China |
|
|
Eze Software Group Our company was founded on a long-standing tradition of innovation and the proven success of three premier technology platforms. |
Enterprise Software, Financial Services, Information Technology, Software, Wealth Management | Boston, Massachusetts, United States |
|
|
Atlantic Union Bank Atlantic Union Bank is the holding company that provides trust, wealth management, private banking, advisory products & services. NASDAQ:AUB |
Banking, Financial Services, Wealth Management | Richmond, Virginia, United States |
|
|
IDB Bank IDB is a New York-based private and commercial global bank with $10 billion in assets and locations in the U.S., Latin America and Israel. |
Banking, Financial Services, Wealth Management | New York, New York, United States |
|
|
SBM Group SBM Group is a banking and financial services provider. |
Banking, Financial Services, Wealth Management | Port Louis, Port Louis, Mauritius |
|
|
Emerio Banque Emerio Banque Ltd is an International trade finance company providing LC, BG, documentary collections etc.services to global businesses. |
Banking, Finance, Financial Services, Lending, Personal Finance, Wealth Management | London, England, United Kingdom |
|
|
Plante Moran Plante Moran is an accounting and business advisory firm that offers audit, accounting, tax, and business advisory consulting services. |
Accounting, Consulting, Financial Services, Insurance, Wealth Management | Chicago, Illinois, United States |
|
Bravura Solutions Bravura Solutions is a leading global supplier of superannuation / pension, life insurance, investment, private wealth and portfolio ASX:BVS |
Financial Services, Information Technology, Life Insurance, Software, Wealth Management | Sydney, New South Wales, Australia |
|
|
Shagualicai.cn shagualicai.cn is a social investment and wealth management platform. |
Financial Services, FinTech, Wealth Management | Beijing, Beijing, China |
|
|
Seltz Seltz is a fintech company that offers payment cards that reward cashback and crypto. |
Banking, Credit Cards, Debit Cards, Financial Services, FinTech, Wealth Management | Clearwater, Florida, United States |
|
|
Wedbush Securities Wedbush Securities is a company providing banking and investment services for any individual, institution, or issuing client. |
Banking, Consulting, Financial Services, Wealth Management | Los Angeles, California, United States |
|
|
Zhiwei Cloud Zhiwei Cloud is the operator of a financial big data service platform intended to provide a full range of data services to enterprises. |
Analytics, Big Data, Finance, Financial Services, Wealth Management | Hangzhou, Zhejiang, China |
|
|
Private Client Resources The Power Behind Great UHNW Advisor/Client Interactions |
Asset Management, Banking, Big Data, Data Integration, Finance, FinTech, Privacy, Real Estate Investment, Venture Capital, Wealth Management | Wilton, Connecticut, United States |
|
|
Empower Empower offers financial services including wealth management, IRA, investing, retirement products, and fiduciary advisory services. |
Advice, Consulting, Financial Services, Retirement, Wealth Management | Greenwood Village, Colorado, United States |
|
|
CBK CBK financial institutions in Kuwait that provide innovative financial and investment solutions. |
Banking, Financial Services, Wealth Management | Safat, Al Kuwayt, Kuwait |
|
|
51duoying.com 51duoying.com is a third-party financial service provider. |
Banking, Financial Services, Wealth Management | Shanghai, Shanghai, China |
|
|
Goji Investments Investment platform providing access to regulated investment products from across the direct lending sector |
Banking, Financial Services, FinTech, Peer to Peer, Venture Capital, Wealth Management | London, England, United Kingdom |
|
|
Fintech Nexus A diversified media company providing essential knowledge, connections and inspiration to the financial services industry. |
Angel Investment, Banking, Biometrics, Commercial Real Estate, Consumer Lending, Credit, Events, Financial Services, FinTech, Impact Investing, Lending, Real Estate, Real Estate Investment, Training, Venture Capital, Wealth Management | New York, New York, United States |
|
|
Brewin Dolphin Brewin Dolphin provides personalized wealth management services for diverse and varied individual needs. LSE:BRW |
Finance, Financial Services, Wealth Management | London, England, United Kingdom |
|
China Investment Corporation China Investment Corporation is a sovereign wealth fund responsible for managing part of China's foreign exchange reserves. |
Impact Investing, Wealth Management | Beijing, Beijing, China |
|
|
Croesus Croesus has been providing sophisticated wealth management solutions |
Financial Services, Wealth Management | Laval, Quebec, Canada |
|
|
DAIZY Crypto, Stock, ESG, Impact, Wealth Management, Analytics, Investing AI |
Analytics, Artificial Intelligence, Cryptocurrency, FinTech, Impact Investing, Risk Management, Sustainability, Wealth Management | Petersfield, Hampshire, United Kingdom |
|
ARM Pension Managers PFA ARM Pension Managers PFA Limited (“ARM Pensions”), a subsidiary of ARM. ARM Pensions is Nigeria’s largest independent pension fund manager. |
Banking, Finance, Wealth Management | Lagos, Lagos, Nigeria |
|
|
Vivekam Financial Services Vivekam is SEBI Registered Investment Advisor (RIA) known for its process driven automated products in Equity, Derivatives and Mutual Funds. |
Consulting, Financial Services, Wealth Management | Hyderabad, Andhra Pradesh, India |
|
TheBankCloud TheBankCloud offers digital banking, allowing banks and other financial institutions to deploy mobile technology in serving their customers. |
Financial Services, FinTech, Mobile, Wealth Management | San Francisco, California, United States |
|
|
The Progeny Group The Progeny Group provides integrated financial planning, legal and asset management solutions. |
Financial Services, Wealth Management | Leeds, Leeds, United Kingdom |
|
Oranj Oranj provides wealth managers with digital advice tools to enhance the client experience and connect with and convert more prospects. |
FinTech, Software, Wealth Management | Chicago, Illinois, United States |
|
|
Yingzhongtou.com yingzhongtou.com is the agriculture P2B investment banking platform. |
Agriculture, Internet, Wealth Management | Haidian, Beijing, China |
|
Zacks Investment Research In 1978, Len Zacks discovered the power of earnings estimate revisions to enable profitable investment decisions. |
Asset Management, Consulting, Cryptocurrency, Finance, Financial Services, Personal Finance, Stock Exchanges, Wealth Management | Chicago, Illinois, United States |
|
|
Wealth Dynamix Wealth Dynamix is a leading provider of Client Lifecycle Management (CLM) technology platforms. |
CRM, Financial Services, FinTech, Software, Wealth Management | London, England, United Kingdom |
|
|
Xinhedai.com xinhedai.com is an internet P2P wealth management platform. |
Financial Services, Internet, Wealth Management | Foochow, Fujian, China |
|
|
TAM Asset Management TAM Asset Management is a specialist in discretionary investment management , offering innovative and forward thinking investment solutions. |
Asset Management, Banking, Finance, Financial Services, Venture Capital, Wealth Management | London, England, United Kingdom |
|
|
Aviso Wealth Aviso Wealth is a national financial services company |
Financial Services, Wealth Management | Toronto, Ontario, Canada |
|
|
LUMIQ LUMIQ is a financial management company that specializes in the fields of wealth management, bionic advisor, B2B, and asset allocation. |
Financial Services, FinTech, Wealth Management | Singapore, Central Region, Singapore |
|
|
Minance Minance is an asset manager who is responsible for running the most successful Aif-category 3 fund in India. Mauritius Hedge Fund Company. |
Banking, Hedge Funds, Payments, Wealth Management | Bangalore, Karnataka, India |
|
Ziegler Ziegler is a full-service, specialty investment firm and broker-dealer. We provide investment banking, sales & trading. OTCPINK:ZGCO |
Advice, Banking, Financial Services, Wealth Management | Chicago, Illinois, United States |
|
|
Rbc Wealth Management RBC Wealth Management provides investment management, wealth planning, trust, fiduciary, banking, custody, credit and financing services. |
Banking, Credit, Finance, Financial Services, Wealth Management | Toronto, Ontario, Canada |
|
|
Krung Thai Bank Krung Thai Bank provides commercial banking products and services to individuals and corporate customers primarily in Thailand. |
Banking, Finance, Financial Exchanges, Financial Services, Wealth Management | Bangkok, Krung Thep, Thailand |
|
|
Fennel Markets Mobile Investing App. |
Financial Services, FinTech, Impact Investing, Wealth Management | N/A |
|
|
Trade Plus Trade Plus Online is the new revamped online brand of Navia Markets Ltd. and Navia Commodities Broker Pvt. Ltd. |
Financial Exchanges, Financial Services, Wealth Management | Chennai, Tamil Nadu, India |
|
Castle Placement Castle Placement is an investment bank raising capital and arranging loans for companies from over 3,000 private equity investors/lenders. |
Banking, Financial Services, Wealth Management | New York, New York, United States |
|
|
Close Brothers Close Brothers is a leading merchant banking group providing lending, deposit taking, wealth management services and securities trading. |
Consulting, Financial Services, Stock Exchanges, Wealth Management | London, England, United Kingdom |
|
|
YPay Financial Services Building an autopilot for the first-time millennial investors across Pakistan. |
Finance, Financial Services, FinTech, Impact Investing, Internet, Personal Finance, Wealth Management | Karachi, Sindh, Pakistan |
|
|
Sunflower Bank Sunflower Bank is a wealth management and commercial banking company. |
Banking, Financial Services, Wealth Management | Denver, Colorado, United States |
|
Global Brass And Copper Holdings Global Brass and Copper Holdings is wholly-owned principal operating subsidiary. NYSE:BRSS |
Manufacturing, Mineral, Wealth Management | Schaumburg, Illinois, United States |
|
|
Unicaja Banco Unicaja Banco is a publicly traded bank which business is developed in different financial fields under quality and proximity. BME:UNI |
Banking, Finance, Financial Services, Payments, Wealth Management | Málaga, Andalucia, Spain |
|
|
Saunderson House Saunderson House offers a full financial planning and wealth service to high net worth individuals, charities, trusts and other businesses. |
Advice, Financial Services, Wealth Management | London, England, United Kingdom |
|
|
Biyouxinjr.com Biyouxinjr.com provides wealth management solutions for every family and helping Chinese families achieve a better life. |
Finance, Financial Services, Information Services, Wealth Management | Beijing, Beijing, China |
|
GuideVine GuideVine helps financial firms grow their client base & optimize marketing spend & mix, through conversion-focused SaaS platforms |
Enterprise Software, Financial Services, FinTech, Insurance, Marketing, SaaS, Wealth Management | New York, New York, United States |
|
|
Spartan Fund Management Spartan Fund Management provides investment solutions, wealth and asset management services. |
Asset Management, Financial Services, Wealth Management | Toronto, Ontario, Canada |
|
|
HSBC Mexico HSBC Mexico is a largest banking and financial services company. |
Banking, Financial Services, Retail, Wealth Management | Mexico City, Distrito Federal, Mexico |
|
|
Ginmon Ginmon provides automated wealth management to customers in Germany and Continental Europe |
Financial Services, FinTech, Wealth Management | Frankfurt, Hessen, Germany |
|
|
Sugarblock Protect and grow digital wealth in Latam. Platform that simplifies and secures the process for users to get a yield on cryptocurrencies. |
Blockchain, Financial Services, Software, Wealth Management | Vitacura, Region Metropolitana, Chile |
|
|
Wiseree Democratizing risk management for retail investors |
Apps, Finance, FinTech, Personal Finance, Trading Platform, Wealth Management | Setiabudi, Jakarta Raya, Indonesia |
|
Kleinwort Benson Kleinwort Benson is a private bank, offering wealth management services. |
Banking, Financial Services, Wealth Management | London, England, United Kingdom |
|
|
Monefy Monefy - Handy personal finance management tool for Android, iOS and Windows Phone platforms. |
Apps, Financial Services, Mobile Apps, Wealth Management | Stabekk, Akershus, Norway |
|
City National Bank Of Florida Small business, commercial and consumer lending, savings and deposits accounts with superior service. Subsidiary of Bci Financial Group. |
Banking, Commercial Lending, Consumer Lending, Finance, Financial Services, Wealth Management | Miami, Florida, United States |
|
|
Mocrium Mocrium is an all-in-one wealth management software for everyone, the first Open Banking company in the fastest growing economy in LatAm. |
Asset Management, Banking, Financial Services, FinTech, Software, Wealth Management | Lima, Lima, Peru |
|
|
Zilo Technology Zilo technology is a fintech specialising in revolutionising global wealth and fund administration |
Asset Management, Financial Services, FinTech, Software, Wealth Management | London, England, United Kingdom |
|
|
Claritus Claritus provides individuals with an easy-to-use solution to track, analyze and nurture their wealth. |
Finance, Financial Services, Wealth Management | Tel Aviv, Tel Aviv, Israel |
|
|
Exirio Track all your wealth. In one place. |
Finance, Financial Services, FinTech, Personal Finance, Software, Wealth Management | Dover, Delaware, United States |
|
|
QPLIX Wealth Management Software The Digital Wealth Management Platform for Family Offices, RIAs, Foundations, Investment Funds, Institutional Investors, and Private Banks |
Asset Management, B2B, Finance, Financial Services, FinTech, Personal Finance, SaaS, Software, Wealth Management | München, Bayern, Germany |
|
|
Silvur Silvur is a retirement planning app that helps baby boomers reach their retirement goals. |
Financial Services, FinTech, Retirement, Wealth Management, Wellness | New York, New York, United States |
|
|
Bank Of Georgia Bank of Georgia is the leading Georgian bank |
Asset Management, Banking, Bitcoin, Financial Services, Venture Capital, Wealth Management | Tbilisi, Dushet'is Raioni, Georgia |
|
Investment POD Investment POD builds an online presence cost effectively to help scale your business. |
Business Development, Wealth Management | Sterling, Virginia, United States |
|
|
Valuefy Solutions Valuefy is a premier investment technology company serving the leading financial institutions in India and across the world. |
Banking, Finance, Financial Services, FinTech, Wealth Management | Mumbai, Maharashtra, India |