Segment · Wealth Management in Financial Services
Wealth Management in Financial Services: how Kustiq classifies it
Wealth managers, RIAs, and asset management firms. 16 are in the live directory; new entrants land the first time the classifier sees the right product, team, and revenue signals.
- Stack signalSite references licensing (FCA, FINRA, EU PSD2), a banking partner, or a payments processor in the footer.
- Team signalPublic LinkedIn shows at least one compliance, risk, or commercial role active in the last 90 days.
- Revenue signalPublic funding round, regulatory licence, or a customer logo wall naming named accounts.
- Total in segment
- 16
- Live count
- Most common size
- 11-50
- 4 companies in bucket
- Top funding
- $65B
- Growthcapadvisory · Growth · 2015
- Top HQ city
- Needham
- 1 companies, 6%
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Top 5 · ranked by funding stage and headcount
| Company | HQ | Headcount | Stack |
|---|---|---|---|
| Wealth Management | — | 1001-5000 | — |
| Bulman Wealth Group | — | 11-50 | — |
| Gurufocus | — | 11-50 | — |
| Fprimecapital | — | 11-50 | — |
| Simple | — | 11-50 | — |
16 Wealth Managementcompanies · freshest first
Wealth Management
We strive to provide award-winning wealth management and financial planning services to a diverse range of investors. Meet a Creative Planning advisor near you.
1001-5000 · 1983
Commonsllc
info@commonsllc.com. Menu. Home · About · Services · Contact · More Templates. More ... Founded in 2009, the firm is headquartered in Needham, Massachusetts and ...
1-10 · Needham, Massachusetts and · 2009
Bulman Wealth Group
An experienced team of advisors serving individuals and families looking to build sustainable wealth in Northern and Southern California.
11-50 · 2005
Adamsstreetpartners
About us ; Website: https://www.adamsstreetpartners.com/. External link for Adams Street Partners ; Industry: Venture Capital and Private Equity Principals.
adamsstreetpartners.com
Kubera
Kubera is a balance sheet for people who manage their own wealth. It costs $249 a year. The price is the same whether you have $250,000 or $2.5 billion, because ...
Palo Alto, California
Gurufocus
D. Founder and CEO at GuruFocus.com. Charlie Tian, Ph.D. is the creator of GuruFocus value screeners, strategies, and research tools, which benefit millions ...
11-50
Growthcapadvisory
... growthcapadvisory.com. OUR BUSINESS CONTINUITY PLAN. Our Business Continuity Plan addresses all areas affected by a business disruption of any type ...
1-10 · 2015
Gpif
Company type, Independent Administrative Institution. Industry, Financial ... www.gpif.go.jp. Contents. 1 Governance; 2 Profile; 3 Collaboration; 4 See also; 5 ...
gpif.go.jp
Fprimecapital
F-Prime Capital is a global venture capital firm investing in life sciences, technology healthtech + services, and crypto, with a heritage that spans four decades.
11-50 · 1969
Simple
Empowering family offices with AI-driven insights, expert knowledge, and curated service provider listings
11-50
Nrizen
info@nrizen.com. Registered office. Nrizen Financial Services Private Limited 102, 104 & 210 'Lords',7/1, Lord Sinha Road, Kolkata- 71. © 2025 NRIZEN. All ...
nrizen.com
The F-Prime Fintech Index
Monitor the performance of emerging, publicly traded, financial technology companies using the F-Prime Fintech Index.
fintechindex.fprimecapital.com
Profile live
Profile any Wealth Management company in 60s.
3 free profiles a week, no card.
Cimbprivatebanking
View CIMB Bank (www.cimbprivatebanking.com) location in South Carolina, United States , revenue, industry and description. Find related and similar ...
cimbprivatebanking.com
Document Moved
... us.dimensional.com and (ii) on the SEC's website at http://www.sec.gov. DISCLOSURE OF PORTFOLIO HOLDINGS. The Advisor and the Boards of Directors of DFAIDG ...
Austin, Texas
Akj
Founder. Randhir Singh. Religions. Sikhism. Website. https://www.akj.org/. The Jatha's purpose is to provide Sikhs around the world with Sangat (companionship ...
akj.org
Evolution
www.evolutionequity.com · Finance · Financial Services · Venture Capital. Key People. Photo of Richard Seewald. Richard Seewald: Founder and Managing Partner.
evolutionequity.com
FAQ · Wealth Management in Financial Services
What buyers ask first
What is a Wealth Management company in Financial Services?
How many Wealth Management companies in Financial Services are in the directory?
How are Wealth Management alternatives ranked here?
How fresh is the Wealth Management data in Financial Services?
Beyond the directory listing
Profile a Wealth Management company free in 60s.
The directory shows the snapshot. A full Kustiq profile pulls SMTP-verified contacts and a 12-factor churn risk, plus the buying signals from the last 90 days. The whole thing runs live on each request. Free plan covers 3 profiles a week, no card.
Why this Financial Services Wealth Management directory looks different
Generic vendor lists rank by who paid for the listing. Kustiq ranks by what the live site, tech stack, and team graph say a company is right now. A Wealth Management company in Financial Services with no relevant role on LinkedIn for 12 months and a stale pricing page falls out of the segment automatically. New entrants land the first time the classifier sees public stack signals, a matching careers page, and a recent funding round on the same domain.
Snapshot vs full profile
The tiles above are snapshots. Name, logo, HQ, headcount band, vertical, segment, and a confidence score the classifier published with the row. A full profile runs the complete pipeline on demand. SMTP verifies up to three buyer contacts. The 12-factor rule engine returns a churn risk with calibrated confidence. The buying-signal pass surfaces hiring, funding, tech, press, RFP, and engagement events from the last 90 days. Every Kustiq account gets 3 full profiles per week, free, no card.
How the segment is reclassified
Every snapshot is rebuilt from public web signals at request time. The classifier reads the live homepage, the pricing page, the careers page, the job board, and the public LinkedIn surface, then maps the result to one of 22 verticals and 88 segments. A company can move from Wealth Management into a sibling segment, or out of the directory entirely, on the next request. There is no annual export.