Top Stock Portfolio Management Services
230 Companies
List of the Top Stock Portfolio Management Companies
Sponsored
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$100,000+Undisclosed10 - 49
Services provided
10% Financial Advising & Planning30% Environmental Consulting30% Funding & Investment +410% Accounting10% Commercial Financing5% AI Consulting5% Financial ConsultingFocus Areas
20% Stocks Portfolio Management40% Wealth & Asset Management30% Actuarial Services +25% Mortgage & Loan Brokerage5% Securities BrokerageLocated in Nairobi, Kenya and Arusha, Tanzania, Blue Capital is an Environmental Consulting company. Their services include Environmental Consulting and Funding & Investment.
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$5,000+Undisclosed10 - 49Dubai, United Arab Emirates
Services provided
10% Financial Advising & Planning30% Business Consulting15% AI Consulting +510% BI & Big Data Consulting & SI10% Corporate Training & Coaching10% Marketing Strategy10% Robotics Process Automation5% Finance & Accounting Outsourcing (FAO)Focus Areas
20% Stocks Portfolio Management40% Wealth & Asset Management20% Debt Consulting +210% Actuarial Services10% Retirement PlanningEstablished in 2013, Azanko Advisory is a Business Consulting company. Their services include Business Consulting and AI Consulting.
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UndisclosedUndisclosed50 - 249Alexandria, VA
Services provided
35% Financial Advising & Planning35% Accounting15% Business Consulting +115% Financial ConsultingFocus Areas
20% Stocks Portfolio Management20% Debt Consulting20% Mortgage & Loan Brokerage +220% Retirement Planning20% Wealth & Asset ManagementIn Alexandria, Virginia and Glen Allen, Virginia, KWC CPAs is an Accounting company. The team focuses on Accounting and Financial Advising & Planning.
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$100,000+Undisclosed2 - 9Noida, India
Services provided
10% Financial Advising & Planning60% Funding & Investment20% Commercial Financing +110% Financial ConsultingFocus Areas
10% Stocks Portfolio Management30% Wealth & Asset Management20% Debt Consulting +410% Actuarial Services10% Mortgage & Loan Brokerage10% Retirement Planning10% Securities BrokerageHeadquartered in Noida, India, Chandra Credit is a Funding & Investment company. Launched in 1993, the team specializes in Funding & Investment and Commercial Financing.
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$1,000+< $25 / hr10 - 49Surry Hills, Australia
Services provided
10% Financial Advising & Planning30% Finance & Accounting Outsourcing (FAO)25% Accounting +410% Back Office Outsourcing10% Business Valuation Services10% Fractional CFO Services5% Financial ConsultingFocus Areas
10% Stocks Portfolio Management20% Wealth & Asset Management15% Actuarial Services +415% Debt Consulting15% Retirement Planning15% Securities Brokerage10% Mortgage & Loan BrokerageGlobus Prosourcing is a small Finance & Accounting Outsourcing (FAO) company established in 2024. Their team focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
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Undisclosed< $25 / hr2 - 9
Services provided
10% Financial Advising & Planning40% Finance & Accounting Outsourcing (FAO)20% Accounting +310% Business Consulting10% Business Valuation Services10% Financial ConsultingFocus Areas
15% Stocks Portfolio Management40% Wealth & Asset Management30% Debt Consulting +115% Retirement PlanningDXP Associates is a Finance & Accounting Outsourcing (FAO) company established in 2016. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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$5,000+$100 - $149 / hr2 - 9Sofia, Bulgaria
Services provided
10% Financial Advising & Planning60% Business Consulting10% Corporate Training & Coaching +210% Digital Asset Management10% Robotics Process AutomationFocus Areas
20% Stocks Portfolio Management60% Wealth & Asset Management20% Retirement PlanningDr. Strauss & Partners is a Business Consulting company. The Sofia, Bulgaria-based firm was launched in 2023. Their services include Business Consulting and Corporate Training & Coaching.
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Undisclosed$50 - $99 / hr2 - 9Luton, England
Services provided
20% Financial Advising & Planning60% Accounting20% Finance & Accounting Outsourcing (FAO)Focus Areas
10% Stocks Portfolio Management25% Wealth & Asset Management20% Mortgage & Loan Brokerage +415% Debt Consulting10% Actuarial Services10% Retirement Planning10% Securities BrokerageFounded in 2023, Ola Accountancy, a small Accounting company, is in Luton, England. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$100 - $149 / hr10 - 49Austin, TX
Services provided
10% Financial Advising & Planning75% Accounting15% Tax LawFocus Areas
10% Stocks Portfolio Management30% Retirement Planning25% Debt Consulting +220% Wealth & Asset Management15% Mortgage & Loan BrokerageMATH LLC is an Austin, Texas-based Accounting company. The team offers Accounting and Tax Law.
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$1,000+$25 - $49 / hr10 - 49
Services provided
10% Financial Advising & Planning60% Accounting15% Finance & Accounting Outsourcing (FAO) +115% Financial ConsultingFocus Areas
15% Stocks Portfolio Management25% Actuarial Services20% Debt Consulting +415% Wealth & Asset Management10% Retirement Planning10% Securities Brokerage5% Mortgage & Loan BrokerageSK Financial Services is an Accounting company launched in 2017. The agency focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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Undisclosed$50 - $99 / hr10 - 49
Services provided
10% Financial Advising & Planning15% Accounting10% Business Valuation Services +710% Compliance Consulting10% Corporate Law10% Finance & Accounting Outsourcing (FAO)10% Financial Consulting10% Fractional CFO Services10% Tax Law5% HR OutsourcingFocus Areas
15% Stocks Portfolio Management25% Debt Consulting25% Mortgage & Loan Brokerage +225% Wealth & Asset Management10% Securities BrokerageBANSILAL SHAH & CO. Is an Accounting company. Founded in 1979, the agency is located in Udaipur, India. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Miami, FL
Services provided
30% Financial Advising & Planning40% Commercial Financing20% Business Valuation Services +110% Funding & InvestmentFocus Areas
30% Stocks Portfolio Management30% Wealth & Asset Management20% Debt Consulting +120% Securities BrokerageHeadquartered in Miami, Florida, Cassel Salpeter and Co. Is a small Commercial Financing company. The team focuses on Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Northwich, England
Services provided
40% Financial Advising & Planning30% Business Valuation Services30% Funding & InvestmentFocus Areas
20% Stocks Portfolio Management60% Wealth & Asset Management20% Securities BrokerageSmall Financial Advising & Planning company SFC Capital, is located in Northwich, England. The team provides Financial Advising & Planning and Business Valuation Services.
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UndisclosedUndisclosed50 - 249New York, NY
Services provided
30% Financial Advising & Planning30% Business Valuation Services30% Commercial Financing +110% Funding & InvestmentFocus Areas
20% Stocks Portfolio Management20% Actuarial Services20% Debt Consulting +220% Securities Brokerage20% Wealth & Asset ManagementSolomon Partners is a Commercial Financing company located in New York, New York and Chicago, Illinois. They focus on Commercial Financing and Financial Advising & Planning.
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Undisclosed$200 - $300 / hr2 - 9
Services provided
10% Financial Advising & Planning50% Business Consulting15% Accounting +215% IT Managed Services10% Commercial FinancingFocus Areas
15% Stocks Portfolio Management20% Securities Brokerage15% Actuarial Services +415% Mortgage & Loan Brokerage15% Wealth & Asset Management10% Debt Consulting10% Retirement PlanningIlios Selene , a Business Consulting company, is located in Dover, Delaware and New York, New York. The team offers Business Consulting and IT managed services.
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UndisclosedUndisclosed2 - 9Ciudad de México, Mexico
Services provided
10% Financial Advising & Planning60% Accounting5% Civil Rights Law +55% Corporate Law5% HR Consulting5% Insurance Law5% Labor & Employment Law5% Tax LawFocus Areas
15% Stocks Portfolio Management15% Actuarial Services15% Debt Consulting +415% Mortgage & Loan Brokerage15% Retirement Planning15% Wealth & Asset Management10% Securities BrokerageDespacho Contable México is an Accounting company. They were established in 2020, and their services include Accounting and Financial Advising & Planning.
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$5,000+$200 - $300 / hr2 - 9
Services provided
15% Financial Advising & Planning20% Content Moderation Services15% Business Valuation Services +610% AI Consulting10% Graphic Design10% Mobile & App Marketing10% Web Design5% Public Relations5% Search Engine OptimizationFocus Areas
10% Stocks Portfolio Management20% Actuarial Services15% Debt Consulting +415% Mortgage & Loan Brokerage15% Retirement Planning15% Wealth & Asset Management10% Securities BrokerageIn Santa Elena, Ecuador, MULTISERVICIOS.CB is a Content Moderation Services company. Their services include Content Moderation Services and Financial Advising & Planning.
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Undisclosed$25 - $49 / hr2 - 9
Services provided
15% Financial Advising & Planning25% Accounting25% Finance & Accounting Outsourcing (FAO) +315% Tax Law10% Data Annotation Services10% Fractional CFO ServicesFocus Areas
10% Stocks Portfolio Management30% Actuarial Services30% Mortgage & Loan Brokerage +220% Wealth & Asset Management10% Securities BrokerageAnovasolution Services is a Finance & Accounting Outsourcing (FAO) company. The team focuses on Finance & Accounting Outsourcing (FAO) and Accounting and is located in and Bahawalpur, Pakistan.
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$1,000+$50 - $99 / hr2 - 9
Services provided
15% Financial Advising & Planning30% Business Continuity Management20% Branding +220% HR Consulting15% Event ManagementFocus Areas
10% Stocks Portfolio Management60% Wealth & Asset Management20% Debt Consulting +25% Retirement Planning5% Securities BrokerageKhafihan is a Business Continuity Management company. The small Abuja, Nigeria-based team focuses on Business Continuity Management and Branding. The agency was established in 2022.
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UndisclosedUndisclosed2 - 9Mississauga, Canada
Services provided
10% Financial Advising & Planning20% Accounting10% Commercial Financing +610% Finance & Accounting Outsourcing (FAO)10% Finance Law10% Financial Consulting10% Funding & Investment10% Insurance Services & Brokers10% Tax LawFocus Areas
10% Stocks Portfolio Management20% Mortgage & Loan Brokerage20% Retirement Planning +420% Wealth & Asset Management10% Actuarial Services10% Debt Consulting10% Securities BrokerageWealthy Wave Accounting Inc is an Accounting company. Their small team of employees is in Mississauga, Canada. Their team provides Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$100 - $149 / hr2 - 9
Services provided
10% Financial Advising & Planning10% Back Office Outsourcing10% Business Consulting +710% Content Marketing10% Corporate Training & Coaching10% Ecommerce Marketing10% Finance & Accounting Outsourcing (FAO)10% Logistics & Supply Chain Consulting10% Market Research10% Supply Chain ManagementFocus Areas
10% Stocks Portfolio Management35% Debt Consulting30% Mortgage & Loan Brokerage +125% Wealth & Asset ManagementLED NATION LLC is a Market Research company. In Sheridan, Wyoming, their small team specializes in Market Research and Content Marketing. The company was launched in 2022.
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UndisclosedUndisclosed2 - 9London, England
Services provided
20% Financial Advising & Planning40% Accounting20% Business Consulting +120% Financial ConsultingFocus Areas
40% Stocks Portfolio Management40% Debt Consulting20% Securities BrokerageMouktaris & Co, an Accounting company, was launched in 1979. They specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
30% Financial Advising & Planning40% Accounting30% Business Valuation ServicesFocus Areas
20% Stocks Portfolio Management60% Wealth & Asset Management20% Securities BrokerageFTS US Inc. Is an Accounting company. They are located in New York, New York, and their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Leeds, England
Services provided
20% Financial Advising & Planning20% Accounting20% Business Consulting +220% Commercial Financing20% Financial ConsultingFocus Areas
20% Stocks Portfolio Management20% Debt Consulting20% Mortgage & Loan Brokerage +220% Securities Brokerage20% Wealth & Asset ManagementProgeny is a Business Consulting company. The Leeds, England-based firm was established in 2016. Their team offers Business Consulting and Commercial Financing.
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UndisclosedUndisclosed2 - 9The Woodlands, TX
Services provided
30% Financial Advising & Planning20% Business Consulting20% Financial Consulting +310% Funding & Investment10% Insurance Services & Brokers10% Market ResearchFocus Areas
20% Stocks Portfolio Management40% Retirement Planning40% Wealth & Asset ManagementMellig Group, a Financial Advising & Planning company, was established in 2016. The small team focuses on Financial Advising & Planning and Business Consulting.
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UndisclosedUndisclosed2 - 9Long Beach, CA
Services provided
20% Financial Advising & Planning50% Accounting30% Litigation Support ServicesFocus Areas
30% Stocks Portfolio Management50% Retirement Planning20% Wealth & Asset ManagementFounded in 2018, Kaiser & Bonds LLP is an Accounting company. The team specializes in Accounting and Litigation Support Services.
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UndisclosedUndisclosed2 - 9
Services provided
25% Financial Advising & Planning25% Business Consulting25% Commercial Financing +125% Financial ConsultingFocus Areas
25% Stocks Portfolio Management25% Actuarial Services25% Mortgage & Loan Brokerage +125% Securities BrokerageMy Advisers is a small Business Consulting company. They provide Business Consulting and Commercial Financing and were established in 2019.
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UndisclosedUndisclosed10 - 49Derby, England
Services provided
20% Financial Advising & Planning40% Accounting20% Financial Consulting +120% Funding & InvestmentFocus Areas
20% Stocks Portfolio Management40% Wealth & Asset Management20% Debt Consulting +120% Securities BrokerageBates Weston is a small Accounting company located in Derby, England. The team provides Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9New Brighton, MN
Services provided
15% Financial Advising & Planning40% Business Consulting15% Bankruptcy Law +215% Business Valuation Services15% Corporate LawFocus Areas
30% Stocks Portfolio Management35% Debt Consulting35% Mortgage & Loan BrokerageFounded in 1993, Lighthouse Management Group, Inc. Is a Business Consulting company. The company focuses on Business Consulting and Financial Advising & Planning, and is small.
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UndisclosedUndisclosedFreelancerVaughan, Canada
Services provided
10% Financial Advising & Planning40% Business Valuation Services20% Commercial Financing +310% Business Consulting10% Financial Consulting10% Funding & InvestmentFocus Areas
100% Stocks Portfolio ManagementBusiness Valuation Services company Stewart Business Valuations Inc. Was established in 2007. The team provides Business Valuation Services and Commercial Financing.
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A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size.
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Focus (x-axis)
Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
- Work experience and previous projects
- Market presence and reputation in the industry
List of the Top 7 Stock Portfolio Management Companies
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$75,000+$25 - $49 / hr50 - 249Wayland, MA
Ability to deliver
21.9/40.016.6/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
50% Financial Advising & Planning50% Stocks Portfolio Management50% Other -
Undisclosed< $25 / hr10 - 49Vadodara, India
Ability to deliver
23.2/40.016.2/20 Reviews3/10 Clients & Experience4/10 Market PresenceService focus
10% Financial Advising & Planning45% Stocks Portfolio Management90% Other -
UndisclosedUndisclosed250 - 999Dubai, United Arab Emirates
Ability to deliver
20.6/40.016.6/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
10% Financial Advising & Planning15% Stocks Portfolio Management90% Other -
$5,000+$300+ / hr10 - 49
Ability to deliver
21.3/40.016.4/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
20% Financial Advising & Planning15% Stocks Portfolio Management80% Other -
$1,000+$300+ / hr2 - 9Bangkok, Thailand
Ability to deliver
21.2/40.017.2/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
25% Financial Advising & Planning15% Stocks Portfolio Management75% Other -
$5,000+$50 - $99 / hr2 - 9
Ability to deliver
20.8/40.016.2/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
20% Financial Advising & Planning20% Stocks Portfolio Management80% Other -
$1,000+$50 - $99 / hr2 - 9Barranquilla, Colombia
Ability to deliver
21.7/40.016.2/20 Reviews1.4/10 Clients & Experience4/10 Market PresenceService focus
10% Financial Advising & Planning15% Stocks Portfolio Management90% Other -
$1,000+Undisclosed50 - 249Mumbai, India
Ability to deliver
9.5/40.00/20 Reviews2.4/10 Clients & Experience7.1/10 Market PresenceService focus
50% Financial Advising & Planning30% Stocks Portfolio Management50% Other -
UndisclosedUndisclosed250 - 999Navi Mumbai, India
Ability to deliver
9.8/40.00/20 Reviews2.1/10 Clients & Experience7.7/10 Market PresenceService focus
100% Financial Advising & Planning15% Stocks Portfolio Management -
UndisclosedUndisclosed50 - 249Ludhiana, India
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
50% Financial Advising & Planning100% Stocks Portfolio Management50% Other -
$5,000+Undisclosed250 - 999Delhi, India
Ability to deliver
7/40.00/20 Reviews2.4/10 Clients & Experience4.6/10 Market PresenceService focus
40% Financial Advising & Planning15% Stocks Portfolio Management60% Other -
$1,000+$50 - $99 / hr50 - 249
Ability to deliver
7.8/40.00/20 Reviews1/10 Clients & Experience6.8/10 Market PresenceService focus
50% Financial Advising & Planning15% Stocks Portfolio Management50% Other -
$1,000+$25 - $49 / hr250 - 999
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
25% Financial Advising & Planning30% Stocks Portfolio Management75% Other -
UndisclosedUndisclosed10 - 49Madrid, Spain
Ability to deliver
6.4/40.00/20 Reviews0/10 Clients & Experience6.4/10 Market PresenceService focus
40% Financial Advising & Planning70% Stocks Portfolio Management60% Other -
UndisclosedUndisclosed10 - 49Pune, India
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
50% Financial Advising & Planning50% Stocks Portfolio Management50% Other -
UndisclosedUndisclosed50 - 249
Ability to deliver
5.5/40.00/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
50% Financial Advising & Planning30% Stocks Portfolio Management50% Other -
UndisclosedUndisclosed50 - 249Los Angeles, CA
Ability to deliver
5.6/40.00/20 Reviews0/10 Clients & Experience5.6/10 Market PresenceService focus
35% Financial Advising & Planning40% Stocks Portfolio Management65% Other -
$1,000+Undisclosed10 - 49Old Sarum, England
Ability to deliver
8.2/40.00/20 Reviews2.1/10 Clients & Experience6.1/10 Market PresenceService focus
100% Financial Advising & Planning15% Stocks Portfolio Management -
UndisclosedUndisclosed10 - 49San Antonio, TX
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
50% Financial Advising & Planning35% Stocks Portfolio Management50% Other -
UndisclosedUndisclosed50 - 249Calabasas, CA
Ability to deliver
6.1/40.00/20 Reviews0/10 Clients & Experience6.1/10 Market PresenceService focus
50% Financial Advising & Planning15% Stocks Portfolio Management50% Other -
UndisclosedUndisclosed250 - 999New Delhi, India
Ability to deliver
5.5/40.00/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
30% Financial Advising & Planning15% Stocks Portfolio Management70% Other -
$10,000+$100 - $149 / hr50 - 249
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
20% Financial Advising & Planning50% Stocks Portfolio Management80% Other
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