Wealth Management companies

iA Financial Group is a major Canadian insurance and wealth management company offering life, health, auto and home insurance, wealth management, and group reti…

SwissBorg operates a cryptocurrency wealth platform connecting users to major exchanges with optimised execution routing and community governance.

Barclays is a global universal bank providing retail, corporate, investment banking and wealth management services across 38 countries with approximately 100,00…

RBC is one of Canada's largest banks and among the largest in the world, serving 17 million clients globally with 97,000+ employees across personal banking, wea…

Global investment banking and financial services firm founded in 1935, operating across worldwide markets with technology platform engineering capabilities.

ICONIQ Capital is a global investment and wealth management firm offering services in investment management, venture capital, real assets, and philanthropy advi…

Wilshire is a global financial services firm providing investment consulting, discretionary management, alternative assets, and indexes to institutional investo…

BNY is a global financial services platforms company overseeing $59.3 trillion in assets, providing securities servicing, investment management, wealth manageme…

PGIM is a leading global asset manager and the principal asset management business of Prudential Financial, managing over $1.5 trillion across fixed income, equ…

JPMorgan Chase is a global financial services firm offering banking, investment, payments, and wealth management solutions to individuals, businesses, and insti…

Neuberger Berman is a private, independent investment manager with $563 billion in assets, offering investment strategies and alternative asset solutions to ins…

BNY is a global financial services platforms company overseeing more than $55 trillion in assets, managing, moving, and keeping it safe for clients worldwide.

State Street provides custody, investment management, and market data services to institutional investors including pension funds and asset managers globally.

Prudential Financial is a global financial services leader helping individuals and institutions improve their financial wellness through life insurance, retirem…

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