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Home Wealth & Asset Management Women Owned

Top Wealth Management Firms for Women Owned

Looking for a women-owned wealth management company? Browse our list of top women-owned providers and filter by location, reviews, price and more!
Ratings Updated: April 2, 2026
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1 Leaders 6 Contenders

7 Companies

Support Diversity: Women Owned

Top Wealth Management Firms for Women Owned

  • MaxSource Private Limited Logotype

    5.0 3 reviews
    Verified
    Undisclosed
    < $25 / hr
    10 - 49
    Vadodara, India

    Services provided

    10% Financial Advising & Planning
    15% Finance & Accounting Outsourcing (FAO)
    10% Accounting +10
    10% Back Office Outsourcing
    10% IT Managed Services
    10% PEO/Employee Leasing
    5% Document Digitization & Management
    5% Employer of Record (EOR) Services
    5% Financial Consulting
    5% Fractional CFO Services
    5% HR Outsourcing
    5% Other IT Consulting and SI
    5% Staffing

    Focus Areas

    40% Wealth & Asset Management
    45% Stocks Portfolio Management
    15% Actuarial Services

    MaxSource Private Limited is a versatile service provider specializing in web development, research, and eCommerce support. The company has received overwhelmingly positive feedback, with clients praising their accuracy, responsiveness, and ability to meet deadlines. Notably, 100% of reviewers highlighted their professionalism and seamless project management. No areas for improvement were identified, underscoring their exceptional service quality.

    See all 3 projects

    Reviews mention High-quality work

    MaxSource Private Limited has received high praise for their exceptional quality of work and responsiveness. A client highlighted their ability to provide in-depth research with a quick one-day turnaround, which significantly contributed to the client's success and scalability. The client expressed satisfaction with the overall workflow and noted that their positive experiences led to an increased volume of projects. Overall, the sentiment reflects strong approval of MaxSource's high-quality output and effective collaboration.
    • Research Services for Career Coaching Company
      5.0 Sep 16, 2022

      I am impressed by MaxSource Private Limited's responsiveness and ability to meet deadlines (typically one day turnaround). Their quality of work was exceptional, and they were great with feedback.

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    Industry Experience

    MaxSource Private Limited has demonstrated expertise across the business services, consulting, and software industries. Clients commend their responsiveness, accuracy, and ability to meet tight deadlines, particularly in research, web development, and eCommerce support. Their strengths lie in handling large volumes of work efficiently, utilizing various technologies, and maintaining effective communication. Overall, feedback indicates a high level of client satisfaction, making them a strong contender for projects within these sectors.

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    Select Industry to see insights

    Consulting Business services Software

    Average Project Cost Breakdown

    Less than $10,000 (2) $50,000 to $199,999 (1)

    What Clients Have Said

    Clients consistently praise MaxSource Private Limited for their exceptional value and cost-effectiveness. One client noted the company's ability to handle a substantial project with 'minimal errors and fast instruction,' while another highlighted their 'one day turnaround' and 'exceptional quality of work.' Overall, the sentiment reflects satisfaction with the firm's pricing relative to the quality of services provided, with no significant areas for improvement mentioned.
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  • Xaris Financial Enterprises Logotype

    Not yet reviewed

    $1,000+
    $150 - $199 / hr
    2 - 9
    Trussville, AL

    Services provided

    80% Financial Advising & Planning
    20% Finance & Accounting Outsourcing (FAO)

    Focus Areas

    100% Wealth & Asset Management

    Established in 2018, Xaris Financial Enterprises is a small Financial Advising & Planning company. Their services include Financial Advising & Planning and Finance & Accounting Outsourcing (FAO).

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  • Futrend Technology, Inc. Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Vienna, VA

    Services provided

    50% Financial Advising & Planning
    50% IT Strategy Consulting

    Focus Areas

    100% Wealth & Asset Management

    Futrend Technology, Inc., an IT strategy consulting and Financial Advising & Planning company, was launched in 2000. The team provides IT strategy consulting and Financial Advising & Planning.

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  • VSC Insurance Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    San Antonio, TX

    Services provided

    100% Financial Advising & Planning

    Focus Areas

    50% Wealth & Asset Management
    50% Retirement Planning

    VSC Insurance is a San Antonio, Texas-based Financial Advising & Planning company. Their services include Financial Advising & Planning.

    Read more
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  • FinGuru Services India Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Ahmedabad, India

    Services provided

    10% Financial Advising & Planning
    25% Business Consulting
    20% Financial Consulting +4
    15% Finance & Accounting Outsourcing (FAO)
    10% Accounting
    10% Back Office Outsourcing
    10% Fractional CFO Services

    Focus Areas

    30% Wealth & Asset Management
    25% Securities Brokerage
    25% Stocks Portfolio Management +2
    15% Debt Consulting
    5% Mortgage & Loan Brokerage

    FinGuru Services India, a Business Consulting company, is headquartered in Ahmedabad, India and Ahmedabad, India. Their services include Business Consulting and Financial Consulting.

    Read more
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  • Red Creek Solutions LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Tulsa, OK

    Services provided

    25% Financial Advising & Planning
    25% Business Consulting
    25% IT Managed Services +1
    25% IT Strategy Consulting

    Focus Areas

    100% Wealth & Asset Management

    Red Creek Solutions LLC is an IT strategy consulting company in Tulsa, Oklahoma. They focus on IT strategy consulting and IT managed services.

    Read more
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  • NLH Contracting Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Rockville, MD

    Services provided

    25% Financial Advising & Planning
    25% Accounting
    25% Business Consulting +3
    10% HR Consulting
    10% Staffing
    5% Recruiting

    Focus Areas

    100% Wealth & Asset Management

    NLH Contracting is a Business Consulting company. Their small team is based in Rockville, Maryland. Their services include Business Consulting and Accounting.

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1 MaxSource Private Limited

Top 1 Wealth Management Firms for Women Owned

  1. MaxSource Private Limited Logotype

    MaxSource Private Limited

    Undisclosed
    < $25 / hr
    10 - 49
    Vadodara, India

    Ability to deliver

    23.2/40.0
    16.2/20 Reviews
    3/10 Clients & Experience
    4/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    40% Wealth & Asset Management
    90% Other
    View Profile Visit Website
  2. Xaris Financial Enterprises Logotype

    Xaris Financial Enterprises

    $1,000+
    $150 - $199 / hr
    2 - 9
    Trussville, AL

    Ability to deliver

    8.8/40.0
    0/20 Reviews
    2.7/10 Clients & Experience
    6.1/10 Market Presence

    Service focus

    80% Financial Advising & Planning
    100% Wealth & Asset Management
    20% Other
    View Profile Visit Website
  3. Futrend Technology, Inc. Logotype

    Futrend Technology, Inc.

    Undisclosed
    Undisclosed
    50 - 249
    Vienna, VA

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    100% Wealth & Asset Management
    50% Other
    View Profile Visit Website
  4. VSC Insurance Logotype

    VSC Insurance

    Undisclosed
    Undisclosed
    10 - 49
    San Antonio, TX

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    100% Financial Advising & Planning
    50% Wealth & Asset Management
    View Profile Visit Website
  5. FinGuru Services India Logotype

    FinGuru Services India

    Undisclosed
    Undisclosed
    10 - 49
    Ahmedabad, India

    Ability to deliver

    4.6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    30% Wealth & Asset Management
    90% Other
    View Profile Visit Website
  6. Red Creek Solutions LLC Logotype

    Red Creek Solutions LLC

    Undisclosed
    Undisclosed
    10 - 49
    Tulsa, OK

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    25% Financial Advising & Planning
    100% Wealth & Asset Management
    75% Other
    View Profile Visit Website
  7. NLH Contracting Logotype

    NLH Contracting

    Undisclosed
    Undisclosed
    2 - 9
    Rockville, MD

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    25% Financial Advising & Planning
    100% Wealth & Asset Management
    75% Other
    View Profile Visit Website

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