Kenya Daily
At Daily Kenya we track over 200,000 Kenyan startups and over 1,000,000 people who hold key positions in these companies. We use this directory of startups to highlight top employees, founders and organisations we think deserve more appreciation than they are currently getting.
We’ve ranked the top 32 Wealth Management companies in Western. The companies, startups and institutions listed in this article are all exceptional companies, well worth a follow. We have included links to their websites, socials and CrunchBase (if you’re interested in their financials).
We selected the organisations listed in this article based on:
- Track record
- Executive leadership
- Market share
- Innovation
- ESG rating
Our Data – We source our data from OSINT (open source intelligence) and public directories such as Crunchbase, SemRush and many more. The data from these sources should be treated with a degree of caution and verified yourself.
Top Wealth Management Companies & Startups (Western)
Picturewealth
PictureWealth is a technology company focused on improving the financial know-how of people across the planet.
Founder(s): David Pettit, Marko Sekez, Neal Cross
Location: Perth, Western Australia, Australia
Industries: Consulting, Finance, Financial Services, FinTech, Information Technology, Legal, Software, Wealth Management
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Ardiden Limited
Ardiden is an Australian mineral exploration company seeking to generate shareholder wealth by identifying
Founder(s):
Location: Subiaco, Western Australia, Australia
Industries: Industrial, Mineral, Wealth Management
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Canaccord Genuity
Canaccord Genuity is a wealth management company that offers investment management and financial planning solutions.
Founder(s):
Location: Perth, Western Australia, Australia
Industries: Finance, Financial Services, Wealth Management
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RM Capital
RM Capital provides investment banking, financial planning, advisory, mergers and acquisitions services.
Founder(s):
Location: Perth, Western Australia, Australia
Industries: Consulting, Financial Services, Wealth Management
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AMD Chartered Accountants
AMD Chartered Accountants provides a full range of accounting, audit, tax strategies, bookkeeping, and wealth protection services.
Founder(s):
Location: Bunbury, Western Australia, Australia
Industries: Accounting, Advice, Financial Services, Wealth Management
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Aspire2 Wealth Advisers
Aspire2 Wealth Advisers provides financial planning, superannuation, life insurance, investment advice, and retirement planning services.
Founder(s):
Location: Perth, Western Australia, Australia
Industries: Financial Services, Life Insurance, Retirement, Wealth Management
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Western United Financial Services
Western United Financial Services provides insurance broking, risk management, claims handling, and financial solutions.
Founder(s):
Location: Perth, Western Australia, Australia
Industries: Financial Services, Insurance, Wealth Management
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Boutique Advisers
Boutique Advisers specializes in private wealth management, investment planning, insurance, risk planning, and debt planning services.
Founder(s):
Location: Subiaco, Western Australia, Australia
Industries: Advice, Financial Services, Insurance, Wealth Management
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Approved Financial Planners
Approved Financial Planners provides estate, retirement planning, home loans, superannuation, investment, and wealth management services.
Founder(s):
Location: Perth, Western Australia, Australia
Industries: Advice, Financial Services, Impact Investing, Retirement, Wealth Management
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JVA Financial Services
JVA Financial Services offers services in wealth management, budgeting, cash flow, lending, mortgages, insurance, and retirement.
Founder(s):
Location: Perth, Western Australia, Australia
Industries: Finance, Financial Services, Insurance, Lending, Wealth Management
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AMA Insurance & Financial Services
AMA Insurance & Financial Services offers advice, insurance products and coverages, education and estate planning for various clients.
Founder(s):
Location: Nedlands, Western Australia, Australia
Industries: Advice, Financial Services, Insurance, Wealth Management
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Redwood Wealth Alliance
Redwood Wealth Alliance provides financial services.
Founder(s):
Location: Perth, Western Australia, Australia
Industries: Advice, Financial Services, Wealth Management
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Abbotts
Abbotts provides financial services.
Founder(s):
Location: Perth, Western Australia, Australia
Industries: Accounting, Business Development, Finance, Financial Services, Wealth Management
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Wealthwise
Wealthwise specializes in financial planning, investment management, life insurance, retirement planning and wealth management services.
Founder(s):
Location: Perth, Western Australia, Australia
Industries: Advice, Financial Services, Life Insurance, Retirement, Wealth Management
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Forrest Private Wealth
Forrest Private Wealth is a financial advisory firm that offers asset management, investment strategies, and retirement planning services.
Founder(s):
Location: Subiaco, Western Australia, Australia
Industries: Advice, Asset Management, Financial Services, Retirement, Wealth Management
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Infinite Wealth Australia
Infinite Wealth Australia specializes in providing investment strategy, wealth management, and financial planning services.
Founder(s):
Location: Subiaco, Western Australia, Australia
Industries: Consulting, Financial Services, Wealth Management
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Stantons
Stantons specializes in corporate finance, audits, assurance, procurement, tax, advisory, IT consulting and wealth management services.
Founder(s):
Location: Perth, Western Australia, Australia
Industries: Advice, Consulting, Financial Services, Information Technology, Wealth Management
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Alder & Partners Private Wealth Management
Alder & Partners Private Wealth Management offers strategic financial planning advice, and investment portfolio management services.
Founder(s):
Location: Dalkeith, Western Australia, Australia
Industries: Consulting, Financial Services, Wealth Management
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Peritus Private Wealth
Peritus Private Wealth is a financial and investment firm.
Founder(s):
Location: Subiaco, Western Australia, Australia
Industries: Advice, Finance, Financial Services, Wealth Management
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Euroz
Euroz offers a spectrum of financial services that range from stockbroking, corporate finance, wealth management to institutional dealings.
Founder(s):
Location: Perth, Western Australia, Australia
Industries: Advice, Financial Services, Wealth Management
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Inspired Money
Inspired Money’s passion is to bring information and awareness to all those seeking a fully transparent financial planning & consultancy.
Founder(s):
Location: Perth, Western Australia, Australia
Industries: Consulting, Financial Services, Professional Services, Risk Management, Wealth Management
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Videre Group
Independent Investment Consultancy
Founder(s):
Location: Perth, Western Australia, Australia
Industries: Consulting, Wealth Management
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Asia Securities
Asia Securities is an investment firm that offers wealth management, investment banking, research, and equity services.
Founder(s):
Location: Colombo, Western, Sri Lanka
Industries: Banking, Financial Services, Wealth Management
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Insight Advisory Group
Insight Advisory Group is an advisory group that provides services like consulting, wealth management, and finance for business development.
Founder(s):
Location: Perth, Western Australia, Australia
Industries: Advice, Consulting, Financial Services, Wealth Management
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NDB Wealth Management
NDB Wealth Management provides mutual funds, investment, financial, wealth, and fund management services.
Founder(s):
Location: Colombo, Western, Sri Lanka
Industries: Financial Services, Funding Platform, Wealth Management
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Changjiang Securities
Changjiang Securities is a financial service providers.
Founder(s):
Location: Central and Western, Hong Kong Island, Hong Kong
Industries: Financial Services, Risk Management, Trading Platform, Wealth Management
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Nexus Wealth Management
Nexus Wealth Management offers complete services in private wealth, business strategy and advisory to businesses and individuals.
Founder(s):
Location: South Perth, Western Australia, Australia
Industries: Advice, Financial Services, Wealth Management
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TIPS Financial Services
TIPS Financial Services offers financial advice, life insurance, and income protection services to teachers and government employees.
Founder(s):
Location: Perth, Western Australia, Australia
Industries: Consulting, Financial Services, Life Insurance, Professional Services, Wealth Management
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First Capital
First Capital provides mergers, acquisitions, restructuring, stock brokering, project development, and wealth management services.
Founder(s):
Location: Colombo, Western, Sri Lanka
Industries: Advice, Financial Services, Wealth Management
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Byfields Wealth Management
Byfields Wealth Management specializes in wealth management, strategic financial advice and financial services.
Founder(s):
Location: Perth, Western Australia, Australia
Industries: Financial Services, Professional Services, Wealth Management
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Candor Family Office
Candor Family Office offers a wide range of financial services that includes financial advice, and wealth management.
Founder(s):
Location: Claremont, Western Australia, Australia
Industries: Consulting, Financial Services, Wealth Management
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Insight Advisory Group
Insight Advisory Group is an advisory group that provides services like consulting, wealth management, and finance for business development.
Founder(s):
Location: Perth, Western Australia, Australia
Industries: Advice, Consulting, Financial Services, Wealth Management
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