This article showcases our top picks for the best Wisconsin based Asset Management companies. These startups and companies are taking a variety of approaches to innovating the Asset Management industry, but are all exceptional companies well worth a follow.
We tried to pick companies across the size spectrum from cutting edge startups to established brands.
We selected these startups and companies for exceptional performance in one of these categories:
- Innovation
- Innovative ideas
- Innovative route to market
- Innovative product
- Growth
- Exceptional growth
- Exceptional growth strategy
- Management
- Societal impact
Top Wisconsin Asset Management Startups
Data sourced from Crunchbase and SemRush.
Janco Wealth Management
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Janco Wealth Management provides investment management, financial planning, taxation, retirement planning, and asset management services.
IronwoodDrive Financial Group
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IronwoodDrive Financial Group provides estate, retirement planning, insurance, employee benefits, investment, and asset management services.
Grand Monarch Holdings
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Grand Monarch Holdings Inc. operates as a financial services holding company.
BTG Trust and Corporate Services
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BTG Trust and Corporate Services is a full-service management company that delivers formation, administration, and management services.
Caleb Hayes Enterprises
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Caleb Hayes Enterprises is a real estate, investment, and asset management firm.
Wisconsin Capital Management
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Wisconsin Capital Management assists in financial services like portfolio management, investment strategies and asset selection.
Lewis & Clark Advisors
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Lewis & Clark Advisors provides wealth management, retirement modeling, asset evaluation, and investment services.
Promontory Point Capital
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Promontory Point Capital is an investment banking boutique with a focus on privately-held businesses located in the Midwest.
Luther Group
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Luther Group provides results-oriented, professional real estate solutions.
Neuenschwader Asset Management
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Neuenschwader Asset Management provides tax preparation and planning, investment advice, retirement plans, and advisory services.
Affinity Asset Management
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Affinity Asset Management offers financial planning, retirement planning, investment management, estate planning & risk management services.
GFaxx
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GFaxx is an online UCC report filing service provider.
Canary Wealth Strategies
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Canary Wealth Strategies is a financial consulting firm.
MBE Wealth Management
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MBE Wealth Management provides retirement planning, asset management, financial planning, and investment management advisory services.
iSectors
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iSectors is an ETF investment strategist that provides investment management and financial planning & services.
The Kieckhefer Group
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The Kieckhefer Group renders retirement planning, investment monitoring, 401K insurance, estate planning, and asset management services.
Paradigm Real Estate
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Paradigm Real Estate provides a comprehensive set of services such as asset management, property management, and property leasing services.
Review Services
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Review Services offers financial, income, tax, and retirement planning, investment strategy, investment, risk, and debt management services.
Watertax
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Watertax is a accounting firm that offers estate and financial planning, accounting and tax services to individuals and businesses.
Asset Growth and Protection
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Asset Growth and Protection provides business loans, tax management, asset protection, and estate planning services.
Wisconsin Pay Specialists
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Wisconsin Pay Specialists provides financial services like property and tax management, bookkeeping, and payroll.
VVH & Associates
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VVH & Associates provides payroll, tax planning, estate, bookkeeping, tax returns, financial, asset management and consulting services.
CUNA Brokerage Services
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CUNA Brokerage Services is a financial professional that helps to manage the investments and insurance strategy.
Sadoff Investment Management
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Sadoff Investment Management is an advisory firm that focuses on investing in individual stocks and bonds.
The Edgar Lomax Company
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The Edgar Lomax Company provides asset management services to individual and institutional investors.
John Coloso Investments
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John Coloso Investments is a financial advisory firm that offers asset management, retirement strategies, and estate planning services.
Financial Planning and Information Services
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Financial Planning and Information Services offers asset management, investment, insurance, financial, retirement, & tax planning services.
QPI
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QPI is a research firm that specializes in researching raw data & mathematical formulas and converting them into information for knowledge.
DocLaunch
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DocLaunch provides asset management solutions for the aerospace and defense industries.
Siebert Lutheran Foundation
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Siebert Lutheran Foundation is a nonprofit organization that offers funding, asset management, youth development, and philanthropy programs.
LBW Wealth Management
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LBW Wealth Management offers financial consulting, estate planning, asset management, planning for entrepreneurs, and business owners
Preferred Wealth Advisors
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Preferred Wealth Advisors is a financial planning firm and offers tax, retirement, estate planning and asset management services.
Avaii Wealth Management
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Avaii Wealth Management focuses on asset management, financial planning, retirement cash flow management and tax reduction strategies.
Milwaukee Hard Money
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Milwaukee Hard Money offers a wide range of loan programs, investment and property insurance for real estate investors.
2MCAC
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2MCAC provides asset management services such as investment advisory and securities analysis.
Madison Capital Investments
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Madison Capital Investments is an equity company that specializes in the management, acquisition, and formation of asset energy portfolios.
Eisenmann & Associates
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Eisenmann & Associates specializes in tax plus investment management, retirement strategies, estate conservation, and annuity products.
Gloudeman CPA
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Gloudeman CPA provides Accounting services, tax planning and preparation, and gift and trust planning-related services.
Silver Leaf Investment Advisors
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Silver Leaf Investment Advisors is an independent, fiduciary asset management, wealth management, retirement and financial planning firm.
Morgan Dempsey Capital Management
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Morgan Dempsey Capital Management offers assets management, investment advisory, and financial planning services.
Merydyan Technologies
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Merydyan is a computer Software company that provides Incident reporting, activity logging, guest management, and paperless software.
AdvisorGuide
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AdvisorGuide provides an extensive range of investment management, asset allocation, exchange-traded funds and advisory services.
Longevity Capital
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Longevity Capital is a fintech firm that develops innovative technology solutions for non-market correlated assets to protect investments.
WFA Asset Management
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WFA Asset Management expertise in investment management, tax preparation, retirement planning and estate planning services.
North Star Asset Management
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NorthStar Asset Management is an investment firm that offers equity & fixed income securities, retirement planning & tax reporting services.
Hendricks Commercial Properties, LLC
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HCP is specializes in net leased real estate investments, management and development with outside-the-box solutions.
Panatrack
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Panatrack is an independent software vendor that develops and sells software for tracking inventory, assets, and activities.
Welton Enterprises
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Welton Enterprises is a real estate developer that provides build-to-suit commercial development services.
Shakespeare Wealth Management
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Shakespeare Wealth Management provides wealth & asset management services.
SignalPoint Asset Management
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SignalPoint Asset Management is a retirement planning and investment management company.
J Peterman Legal Group LLC
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J Peterman Legal Group LLC is a rated law firm providing representation to servicers.
Alpha Investment
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Alpha Investment is an investment consulting firm that specializes in investment policy development, asset allocation & financial services.
Dana Investment Advisors
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Dana Investment Advisors provides asset management and taxation services.
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