Wealth Management companies and decision-makers. Page 3
Browse Wealth Management companies with their email formats and decision-maker contacts. Statistics refreshed Nov 5, 2026.
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.
Industry snapshot
By company size
By headquarters country
Segments within Wealth Management
47 Wealth Management company profiles (filtered)
| Company | Details | Segments | Employees | Verified contacts | Top email format |
|---|---|---|---|---|---|
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% |
Midland States Bankmidlandsb.com
Midland States Bank is a community-based financial holding company.
|
📍 Effingham, Illinois, United States | — | — | 1 | {flast} 100% |
Brown Advisorybrownadvisory.com
Brown Advisory is an independent investment management and strategic advisory firm.
|
📍 Baltimore, MD | — | — | 1 | {flast} 100% |
People's United Financialpeoples.com
People's United Financial is a diversified financial services company that offers commercial and retail banking.
|
📍 Bridgeport, Connecticut, United States | — | — | 1 | {flast} 100% |
Mintmint.intuit.com
Mint aggregates all your financial life in one, easy-to-understand place. Mint also gives you free advice on how to save money
|
📍 Mountain View, CA | Apps | — | 1 | {first.last} 100% |
OppenheimerFundsoppenheimerfunds.com
OFI's investment professionals are a collection of distinct, yet collaborative, teams built to enable a free exchange of ideas
|
📍 Peachtree City, Georgia, United States | — | — | 1 | {flast} 100% |
Ameriprise Financialameriprise.com
Ameriprise Financial is a financial services company that provides financial planning, products, and services.
|
📍 Minneapolis, MN | Intellectual Property | — | 1 | {first.last} 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