List of 10 Emerging Wealth Management Companies to Watch 2024
Here’s the list of companies recognized under the ‘10 Emerging Wealth Management Companies to Watch 2024’ issue.
Simplified Wealth Management Inc.
Simplified Wealth Management Inc., or SWM, was founded on the principle that many financial advisors fail to genuinely prioritize their clients’ best interests. Rather than complicating financial strategies, SWM is dedicated to providing clear and straightforward plans that empower clients to achieve their financial goals, regardless of where they are in their journey.
Altfest Personal Wealth Management
Altfest Personal Wealth Management is a New York City-based wealth management firm that mostly advises individual investors, but also works with some institutional clients. The fee-only firm offers investment management and integrated financial planning services, and manages one pooled investment vehicle.
Modera Wealth Management
Modera Wealth Management is a leading wealth management firm that offers personalized financial planning, investment management, retirement strategies, tax planning, and estate planning.
Brunsdon Financial
Brunsdon Financial is a top-rated independent financial services firm committed to helping its clients achieve their financial goals and aspirations. With a legacy spanning over 85 years, Brunsdon has established a reputation for delivering expert guidance and outstanding service to both individuals and businesses.
Cardinal Point
Cardinal Point is an independent cross-border wealth management firm with offices in both the U.S. and Canada. It focuses on providing personalized investment, estate, tax and cross-border financial planning solutions to affluent individuals and families.
Palisades Hudson Financial Group LLC
Palisades Hudson Financial Group offers wealth management and financial planning services with a customized approach aimed at achieving long-term financial security for clients across generations.
Nicola Wealth
Nicola Wealth, founded in 1994 by John Nicola, is a Canadian wealth management firm known for delivering a personalized approach to high-net-worth clients, including individuals, families, and businesses.
The Wealth Designers
The Wealth Designers is an award-winning financial services firm that specializes in providing tailored wealth management solutions for individuals and businesses.
Golden Equator Wealth
Golden Equator Wealth is a distinguished wealth management firm that specializes in delivering innovative financial solutions tailored to the unique needs of its clients.