Wealth Management companies and decision-makers
Browse Wealth Management companies with their email formats and decision-maker contacts. Statistics refreshed Nov 5, 2026.
95company records
The Wealth Management landscape
Wealth management firms advise high-net-worth individuals and institutions on investment strategies and asset allocation. Decision-makers include Portfolio Managers and Managing Directors.
Target firms scaling advisory services and enhancing client portfolio management systems.
Most common decision-maker titles
CEO / FounderVP of EngineeringVP of SalesCOO / OperationsHR / TalentCFO / Finance
Counted from a sample of contacts in this industry.
Industry snapshot
By company size
By headquarters country
Computed from the companies in this database.
Segments within Wealth Management
95 Wealth Management company profiles
| Company | Details | Segments | Employees | Verified contacts | Top email format |
|---|---|---|---|---|---|
Credit Suissecredit-suisse.com
Credit Suisse Group is a financial services company that advises clients in all aspects of finance.
|
📍 Morrisville, North Carolina, United States | — | — | 29 | {first.last} 96% |
|
Credit Suissecredit-suisse.com
Credit Suisse Group is a financial services company that advises clients in all aspects of finance.
|
📍 Morrisville, North Carolina, United States | — | — | 26 | {first.last} 95% |
|
Credit Suissecredit-suisse.com
Credit Suisse Group is a financial services company that advises clients in all aspects of finance.
|
📍 Morrisville, North Carolina, United States | — | — | 26 | {first.last} 95% |
U.S. Bancorpusbank.com
U.S. Bancorp is a financial holding company, offers banking, investment, mortgage, trust, and payment services and products for its clients
|
📍 Minneapolis, MN | Mortgage | — | 26 | {first.last} 100% |
Merrill Lynchml.com
Merrill Lynch offers wealth management, financial advice, investment advisory program, and retirement planning services.
|
📍 Buffalo, New York, United States | Advice | — | 21 | {first.last} 65% |
|
📍 Atlanta, GA | — | — | 19 | {first.last} 100% |
Axis Bankaxisbank.com
Axis Bank is a banking institution offering commercial, corporate and retail banking, and treasury operations.
|
📍 Mumbai, Maharashtra, India | — | — | 18 | {first.last} 100% |
AllianceBernsteinalliancebernstein.com
AllianceBernstein is a publicly traded global asset management firm, with approximately $735 billion in assets under management at March
|
📍 New York, NY | — | — | 17 | {first.last} 100% |
First Citizens Bankfirstcitizens.com
First Citizens Bank provides banking services, essential business and professional services, wealth management capabilities, and more.
|
📍 Raleigh, NC | Lending | — | 16 | {first.last} 100% |
AIA Groupaia.com
AIA Group is a life insurance group that helps individuals and businesses meet financial needs by providing various insurance solutions.
|
📍 Central, Hong Kong Island, Hong Kong | Health Insurance | — | 16 | {first.last} 93% |
Yes Bankyesbank.in
Yes Bank is a private sector bank that offers comprehensive banking and financial solutions to its customers.
|
📍 Mumbai, Maharashtra, India | — | — | 16 | {first.last} 88% |
Plaidplaid-creative.com
Plaid provides companies with the tools and access needed for the development of a digitally-enabled financial system.
|
📍 San Francisco, CA | — | — | 131 phone | {flast} 64% |
Cadence Bankcadencebank.com
Cadence Bank provides financial services that incudes banking services, commercial and consumer lending, and founding sources services.
|
📍 Tupelo, Mississippi, United States | — | — | 13 | {first.last} 100% |
|
📍 Milwaukee, WI | Emerging Markets, Impact Investing | — | 13 | {first.last} 100% |
IQ-EQiq-inc.com
IQ-EQ is a multi-jurisdictional provider of investor and corporate services in Europe and beyond.
|
📍 Luxembourg, Luxembourg, Luxembourg | Accounting | — | 13 | {flast} 69% |
Plante Moranplantemoran.com
Plante Moran is an accounting and business advisory firm that offers audit, accounting, tax, and business advisory consulting services.
|
📍 Chicago, IL | Accounting, Tax Consulting | — | 13 | {first.last} 100% |
|
📍 New York, NY | — | — | 12 | {first.last} 100% |
Old National Bankoldnational.com
Old National Bank is a regional bank providing you with additional provides account choices, expanded convenience, and greater control.
|
📍 Evansville, Indiana, United States | — | — | 12 | {first.last} 100% |
Citadelcitadel.com
Citadel is one of the world's leading alternative investment firms,pursuing long-term returns for preeminent public and private institutions
|
📍 Miami, FL | Hedge Funds, Impact Investing | — | 12 | {first.last} 100% |
IMA Financial Groupimacorp.com
IMA Financial Group is a financial services company that specializes in global insurance, risk management, and wealth management.
|
📍 Denver, CO | — | — | 12 | {first.last} 100% |
Questions about Wealth Management leads
How many Wealth Management companies are in the database?
The database holds 95 Wealth Management company records. 95 of them have a public profile you can browse on this page.
Which Wealth Management roles are most common in the contact data?
In a sample of contacts for this industry the most common roles were CEO / Founder, VP of Engineering, VP of Sales.
Can I export this list?
Registered users can export contacts for Finance & Banking from their account.
Parent industry and related segments
About this data
Only organizations with a business domain are listed. Consumer mail providers such as Gmail or Yahoo are excluded from contact lists.
How the data is collected · Editorial policy · Email format guide