Mark Anderson
This article highlights a collection of inspiring start-ups operating in the advice industry, all of which were founded in 2020 or later with their headquarters located in York, United States. These companies represent a vast breadth of specialisations within the advice industry, including financial services, fintech, asset management, and more. By spotlighting their diverse offerings, this piece serves as an informative guide to understanding the innovative work being done in the field.
With the unique, sizable challenges that today’s modern world presents, the advice industry has never been more crucial. From financial advising to personal development, the companies highlighted in this article are each stepping up to tackle critical issues head-on. They are filling gaps in the market, offering indispensable services to both businesses and individuals, and making strides in their various sectors.
The following are some of the most noteworthy companies operating in this space, directed by hardworking teams focused on pushing the boundaries of their industries. Read on to gain insights about each company’s mission, unique offerings, founders, locations, and how to get in touch.
Opto Investments
Opto Investments, co-founded by Jacob Miller, Joe Lonsdale, Mark Machin, and Matt Reed, offers a complete solution for independent investment advisors to access private market investments. They are located in New York and specialize in advice, asset management, and fintech. For more information, follow them on LinkedIn.
Percapita
Founded by Alex Ehrlich, Percapita is a financial services company focusing on financial wellness for everyday people and communities. They close the gap between financial services and financial wellness. They are based in New York. Follow them on LinkedIn for more updates.
GreenPortfolio
GreenPortfolio is an advice-based company located in New York. Founded by Bonnie Gurry and Elizabeth Landau, they specialize in advice, clean energy, consumer, and personal finance. Connect with them via Facebook and LinkedIn.
Dutchess Management
Located in New York, Dutchess Management operates in the advice, financial services, management consulting, and transaction processing industry. Check out their LinkedIn page for more information.
ROK Financial
Founded by James Webster, ROK Financial offers advice, commercial lending, financial services, and lending. They’re headquartered in Great River, New York. Follow them on LinkedIn and like them on Facebook.
Calex Partners
Calex Partners operates out of New York and specializes in advice, financial services, personal finance, and real estate. Follow them on LinkedIn to stay updated on their work.
Muse Platforms
Based in Brooklyn, New York, Muse Platforms focuses on advice, consulting, and digital marketing. Their innovative solutions are changing the dynamic of the digital marketing field. Connect with them on LinkedIn and Facebook.
Meritarc
Meritarc, located in New York, provides advisory services to firms in the financial services, fintech, and consulting sectors. Follow their work on LinkedIn.
Simplify
Simplify, located in New York, are specialists in advice, asset management, and financial services. Check out their LinkedIn to stay updated.
Arthur
Arthur, an advice and internet company, was founded by David La Cross and is located in New York. Follow Arthur on LinkedIn.
Sano Investment Management
Sano Investment Management specialize in advice, finance, risk management, and wealth management. Based in New York, you can follow them on LinkedIn.
