Top Wealth Management companies for 2017 | Bizofit Innovation Platform

Top Wealth Management Companies


Wealth Management:

Wealth management as an investment-advisory discipline which incorporates financial planning, investment portfolio management and a number of aggregated financial services. High-net-worth individuals (HNWIs), small-business owners and families who desire the assistance of a credentialed financial advisory specialist call upon wealth managers to coordinate retail banking, estate planning, legal resources, tax professionals and investment management. Wealth managers can have backgrounds as independent Chartered Financial Consultants, Certified Financial Planners or Chartered Financial Analysts (in the United States), Chartered Strategic Wealth Professionals (in Canada), Chartered Financial Planners (in the UK), or any credentialed (such as MBA) professional money managers who work to enhance the income, growth and tax-favored treatment of long-term investors.
 
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Quovo
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Wealthfront
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Personal Capital

Take control of your money now with Personal Capital. Manage assets and investments, get objective advice and strategies, all at PersonalCapital.com.

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Tydy

Tydy – The documents we use today were built for the desktop world. Microsoft Office was launched in 1990 and not much has changed since then! PDF, PPT, XLS and others were not built for mobile consumption. Tydy is a new mobile document format. The Tydy doc harnesses the interactivity & sensors of mobile devices to create a completely new document consumption experience.

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