Wealth Management companies and decision-makers. Page 2
Browse Wealth Management companies with their email formats and decision-maker contacts. Statistics refreshed Nov 5, 2026.
47company 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
47 Wealth Management company profiles (filtered)
| Company | Details | Segments | Employees | Verified contacts | Top email format |
|---|---|---|---|---|---|
Focus Financial Partnersfocusfinancialpartners.com
Focus Financial Partners is a partnership of fiduciary wealth management firms that offers support and access to capital for growth.
|
📍 New York, NY | — | — | 8 | {flast} 75% |
Sequoia Financial Groupsequoia-financial.com
Sequoia Financial Group offers comprehensive wealth management services including financial planning, asset management, and estate planning.
|
📍 Akron, OH | — | — | 8 | {flast} 100% |
Envestnetenvestnet.com
Envestnet is transforming the way financial advice is delivered through an ecosystem of technology, solutions and intelligence.
|
📍 Berwyn, Pennsylvania, United States | — | — | 7 | {first.last} 100% |
Wedbush Securitieswedbush.com
Wedbush Securities is a company providing banking and investment services for any individual, institution, or issuing client.
|
📍 Los Angeles, CA | — | — | 6 | {first.last} 100% |
Wintrust Financialwintrust.com
Wintrust offers the products and technology of the big banks but pairs it with exceptional service.
|
📍 Rosamond, Illinois, United States | — | — | 6 | {flast} 80% |
Cetera Financial Groupcetera.com
Cetera Financial Group is a privately-held, independent broker-dealer and investment adviser families.
|
📍 San Diego, CA | Advice, Retirement | — | 6 | {first.last} 100% |
First Horizonfirsthorizon.com
First Horizon is a financial services company that offers personal, business, and corporate banking and private client services.
|
📍 Memphis, TN | — | — | 6 | {flast} 80% |
First Foundationfirstfoundationinc.com
First Foundation is a financial service company that offers banking, investment management, and advisory services.
|
📍 Irvine, CA | — | — | 6 | {flast} 50% |
IDB Bankidbbank.com
IDB is a New York-based private and commercial global bank with $10 billion in assets and locations in the U.S., Latin America and Israel.
|
📍 New York, NY | — | — | 5 | {flast} 80% |
Personal Capitalpersonalcapital.com
Personal Capital combines online financial tools with registered financial advisor expertise to enable people and grow their net worth.
|
📍 Redwood Shores, California, United States | — | — | 4 | {first.last} 60% |
DriveWealthdrivewealth.com
DriveWealth is a visionary technology company that empowers more than 100 partners around the world.
|
📍 Jersey City, NJ | Cloud Infrastructure, Developer APIs | — | 5 | {flast} 40% |
Eaton Vance Managementeatonvance.com
Eaton Vance provides advanced investment strategies and wealth management solutions.
|
📍 Boston, MA | — | — | 4 | {flast} 50% |
CAN Capitalcancapital.com
CAN Capital provides capital to small and medium-sized businesses, using its own real-time platform and risk-scoring models.
|
📍 Kennesaw, GA | Business Development, Lending | — | 4 | {first.last} 33% |
Yieldstreetyieldstreet.com
Yieldstreet is an alternative investments platform that provides retail investors with access to income-generating investment products.
|
📍 New York, NY | — | — | 4 | {flast} 75% |
CAPTRUSTcaptrust.com
CAPTRUST Financial Advisors offers wealth management and retirement plan consulting services to individuals.
|
📍 Raleigh, NC | Customer Service, Retirement | — | 4 | {first.last} 100% |
Monetary Metalsmonetary-metals.com
Monetary Metals is a financial services company that specializes in the fields of gold, investing, and financing.
|
📍 Scottsdale, AZ | Hedge Funds, Precious Metals | — | 3 | {first} 100% |
MarketX Venturesmarketxventures.com
MarketX is an online investment platform revolutionizing access to the private equity market.
|
📍 San Francisco, CA | Internet | — | 3 | {first} 100% |
|
📍 New York, NY | — | — | 3 | {first} 67% |
OneMain Financialonemainfinancial.com
OneMain Financial has been offering responsible and transparent loans for over 100 years.
|
📍 Evansville, Indiana, United States | — | — | 3 | {first.last} 100% |
Hedgehedge.io
Hedge is a financial institution building inclusive, multiplayer brokerage for the next generation (think Fidelity for GenZ)
|
📍 New York, NY | Communities, Hedge Funds | — | 2 | {first} 100% |
Questions about Wealth Management leads
How many Wealth Management companies are in the database?
The database holds 47 Wealth Management company records. 47 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