Top 10 Wealth Management Service Companies - 2021- Companies
benefitRFP: Wealth And Benefit Planning Experts

Top 10 Wealth Management Service Companies - 2021

The wealth management arena has been in the midst of a disruptive change ever since the COVID-19 hit the economy and businesses alike. Wealth managers are drastically adopting innovations in technology to remain competitive. Advancements in big data analytics help them not only achieve deep insights into their products and services but also provide greater value for their clients. On the other hand, artificial intelligence (AI) drives the development of new applications that dramatically improve both front and back-office operational efficiency.

New debiasing techniques demonstrate significant potential in analyzing a broader range of data affecting investment-related decisions, increasing profits while allowing fund managers to develop winning strategies based on logical reasoning rather than intuition. At the same time, the emergence of digital channels in wealth management increases customer loyalty and, consequently, the return on investment (ROI) for investors. Furthermore, this trend is opening up additional revenue streams as wealth management companies are leveraging customer data through technology providers. Besides, the internet of things (IoT) is enabling wealth management companies to discover new ways for leveraging client data. Additionally, wealth management firms are leveraging agile distribution models to respond to customer needs more dynamically.

As such, the technological progressions in the arena are opening up a universe of new possibilities for wealth management solution and service providers. This implies that enterprises looking for companies providing robust wealth management solutions and services have to choose from a plethora of options.

To make this task easier and assist leaders in identifying the right wealth management solution providers, Capital Markets CIO Outlook presents to you, “Top 10 Wealth Management Solution Providers 2021 & Top 10 Wealth Management Service Companies 2021.” A distinguished panel comprising CEOs, CIOs, VCs, Analysts, and the Capital Markets CIO Outlook editorial board has selected the most promising wealth management solution and service providers. In our selection process, we looked at the company’s offerings, core competency, news/press releases, client testimonials, milestones, and other recognition.

  • Top Wealth Management Service Companies

  • 1919 Investment Counsel is an investment management firm with a wide array of custom financial management solutions and investment counseling services. The firm offers a range of tailored solutions pertaining to financial planning and investment counsel services, including estate planning, strategic asset allocation, portfolio management, family office services, responsible investing with environmental, social, and corporate governance (ESG) expertise, and much more. With a highly experienced staff dedicated to curating holistic financial and investment strategies for clients, 1919 Investment Counsel has continuously brought transparency and personalization to investment management for over a century.

  • Aegis Capital Corporation

    Aegis Capital Corporation

    Aegis’ well-seasoned sales and trading capabilities enable us to provide institutional clients with exceptional execution and insight into market dynamics

  • Appleton Partners

    Appleton Partners

    As a trusted financial partner since 1986, Appleton Partners take equal stock in relationships and investment performance to meet the individual needs of clients

  • Davenport & Company

    Davenport & Company

    Davenport offers a range of wealth management and financial advisory services, including traditional brokerage services, professional money management, financial and retirement planning, market research and public finance services

  • M Financial

    M Financial

    M Financial supports the success of its Member Firms and clients through industry-leading expertise, exclusive products, and flexible support services

  • Mariner Wealth Advisors

    Mariner Wealth Advisors

    Offer retirement plan solutions, tax strategies, institutional cash management and specialized business services as part of an integrated business financial strategy

  • Maxim Group

    Maxim Group

    Provide a comprehensive array of financial services to a diverse range of corporate clients, institutional investors, and high net worth investors

  • Waldron Private Wealth

    Waldron Private Wealth

    Waldron Private Wealth is a boutique wealth management firm that advises a select group of individuals, families, and family offices

  • Wealth Advisory Group

    Wealth Advisory Group

    Wealth Advisory Group is a Registered Investment Advisory (RIA) firm that provides investment advisory counsel to three distinct market segments: corporate retirement plans, wealth management for the business owner, and strategic planning for individual investors. The firm's primary mission is to build collaborative and enduring partnerships by creating a customized strategic plan, executing the strategy flawlessly, and assisting the clients in staying the course so they may judiciously preserve and grow their wealth. WAG gives utmost importance to transparency and helps its clients generate the highest ROI while accomplishing their financial goals

  • Wealthcare Capital Management

    Wealthcare Capital Management

    Wealthcare Capital Management is a SEC Registered Investment Advisor with a simple vision: Long-term financial success measured through the achievement of life goals that you value. This vision requires breaking all paradigms on financial advice and the advisor-client relationship