🔺10 Emerging Wealth Management Companies to Watch 2025

List of 10 Emerging Wealth Management Companies to Watch 2025

Here’s the list of companies recognized under the ‘10 Emerging Wealth Management Companies to Watch 2025’ issue.

Name	Management	Description
Wealth Planning by Bob Chitrathorn planwithbob.com	Suthipong Robert Chitrathorn, Founder	Wealth Planning by Bob Chitrathorn, or WPbBC, is a leading financial advisory firm. It was founded to make financial guidance more effective and grounded in practice, not just on paper. The firm works with individuals, families, and business owners to organize their finances, plan for future needs, and make informed decisions without the confusion that often surrounds money management.
Altruist Wealth Management altruistwealthmanagement.com	Carson McLean, CFP®, Founder & Lead Wealth Advisor	Altruist Wealth Management is a financial planning and investment firm that helps clients make informed decisions about their money.
Facet facet.com	Anders Jones, CEO	Facet is a financial planning firm that offers membership-based guidance through dedicated advisors supported by digital tools.
Betterment betterment.com	Sarah Levy, CEO	Betterment is a digital financial advisory firm that gives everyday people a simple way to invest, save and plan for the future.
Empower empower.com	Edmund F. Murphy III, President & CEO	Empower is a wealth management firm serving more than 19 million Americans. It provides investment management, retirement planning, and personalized financial guidance for clients at every stage of life.
Savvy savvywealth.com	Ritik Malhotra, Founder & CEO	Savvy is a technology-first wealth management platform that integrates human financial advice with modern software tools.
Netwealth netwealth.com.au	Matt Heine, MD & CEO	Netwealth is a wealth management firm that has grown rapidly since its founding in 1999. The firm serves personal investors as well as financial advisers across Australia, offering a wide range of wealth services that include superannuation, investment accounts, managed funds, and support for self-managed super funds.
Snowden Lane Partners snowdenlane.com	Rob Mooney, Managing Partner & CEO	Founded as an independent advisory firm, Snowden Lane Partners has become a respected name in wealth management. The firm builds strong client relationships and provides thoughtful guidance.
Killik & Co killik.com	Richard O'Neill, Partner & COO	Killik & Co was founded in 1989 in a small former pharmacy on Cadogan Street in Chelsea. The firm has grown into a multi-branch wealth manager serving clients across the UK.
Mattioli Woods mattioliwoods.com	Ian Mattioli, Co-Founder & Founding President	Mattioli Woods began over 30 years ago from a converted garage in Leicester. From these beginnings, the firm has expanded to multiple offices across the UK and now employs more than 1,000 people. Over the decades, the firm has developed services in pensions, investments, and employee benefits.