bankingciooutlook
The Untapped Potential in Cybersecurity

Top 10 Wealth Management Service Companies - 2021

Companies’ expectations from wealth management firms are becoming increasingly diverse, with rising emphasis on wealth transfers, retirement planning, and social impact investing. More so, with evolving digitization in the industry, companies and asset managers are leveraging the power of massive amounts of financial information for real-time asset and portfolio management. As a result, the rapid digital innovation has enabled third-party services to access clients’ financial information, turning clients’ data privacy and security at stake. This trend implies that regulations around cybersecurity are also likely to get stronger in the coming years.

As a consultative process that helps entrepreneurs meet the wants and needs of high-net-worth clients, wealth management requires high-level professional services that combine several financial services into one approach. Wealth managers are persistently searching for technologies that help them in not only aggregating the data securely but also in giving real-time analytics and generating bespoke financial reports on actionable investment and risk management. But amidst a sea of such companies, consultants, and solutions, how do leaders find the best one? For such users, our listed wealth management solutions and service providers with vendor details and client reviews will help you analyze and choose the best fit.

To help leaders navigate through the list of wealth management solution and service providers, our panel comprising CEOs, CIOs, VCs, industry analysts and the editorial board of Banking CIO Outlook has narrowed down the top companies in this landscape who exhibit competence in delivering robust innovations. We present to you Banking CIO Outlook’s “Top 10 Wealth Management Service Companies 2021”.

    Top Wealth Management Service Companies

  • Cambridge Trust is a private bank that creates custom financial solutions to build, grow and protect wealth for the needs of today’s individuals, families, businesses, private partnerships and non-profit organizations

    www.cambridgetrust.com

  • Granite Solutions Groupe (GSG) provides financial services decision makers with effective people and solutions that deliver. The company draws upon its 22 years of knowledge in the financial sector to provide timely and effective consulting solutions for wealth and asset management firms, banking clients and investment management institutions. It offers an extensive array of consulting services, primarily focused on delivery and execution of client initiatives and projects – a noteworthy trait in the post-pandemic era. GSG accelerates its clients’ use of agile methodologies and invests in the education of users and stakeholders to realize maximum value in their enterprises

    www.granitesolutionsgroupe.com

  • As a full-service wealth management firm, LFS Wealth Advisors manages their clients overall wealth including investment management, exit strategies for retirees, tax planning/tax reduction strategies and estate conservation planning.

    www.lfsfinance.com

  • Established in 1908, Rothschild is an employee-owned, full-spectrum, boutique firm offering superior wealth management and retirement planning guidance to its clients, both locally and across the globe

    www.rothschildinv.com

  • Adhesion Wealth

    Adhesion Wealth

    Adhesion Wealth’s proprietary technology offers flexibility as they help improve advisor efficiencies, facilitate communications, and put client relationships front and center

  • AdvicePeriod

    AdvicePeriod

    AdvicePeriod is an SEC-registered investment advisor dedicated to focusing clients on the critical decisions necessary for managing their wealth

  • Cetera Financial Group

    Cetera Financial Group

    Cetera Financial Group is a leading financial advice firm. It empowers the delivery of an Advice-Centric Experience® to individuals, families and businesses across the country through independent financial advisors and trusted tax professionals and banks and credit unions

  • CLS Investments

    CLS Investments

    CLS’s partnership model gives advisors time to create meaningful relationships with their clients and learn important details about their financial standing, investing time horizon, and specific investment objectives

  • Fidelity Investments

    Fidelity Investments

    Fidelity offers investment management, retirement planning, portfolio guidance, brokerage, and many other financial products

  • Mink Wealth Management

    Mink Wealth Management

    As a trusted wealth management firm with over decades of collective experience in the industry, Mink Wealth Management is able to address all aspects of financial planning, investment management, tax and estate planning, retirement planning, and more