Wealth Management companies and decision-makers
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 |
|---|---|---|---|---|---|
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% |
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% |
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% |
|
📍 Milwaukee, WI | Emerging Markets, Impact Investing | — | 13 | {first.last} 100% |
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% |
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% |
SoFisocialfinance.org.uk
SoFi is a finance company that offers a range of lending and wealth management services.
|
📍 San Francisco, CA | Life Insurance | — | 11 | {first} 55% |
LaSalle Investment Managementlasalle.com
LaSalle Investment Management operates as a global real estate investment manager.
|
📍 Chicago, IL | — | — | 11 | {first.last} 91% |
HighTower Advisorshightoweradvisors.com
HighTower is a financial services company providing solutions for high-net-worth and institutional clients.
|
📍 Chicago, IL | — | — | 101 phone | {flast} 90% |
Washington Trustwashtrust.com
Washington Trust is the oldest community bank in the nation that offers financial services.
|
📍 Westerly, Rhode Island, United States | Mortgage | — | 8 | {flast} 75% |
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