| # | Vendor | Summary | Location | Company-size fit | Pricing model | Free trial | Profile |
|---|---|---|---|---|---|---|---|
| 1 | Coral Gables Trust | Organizations that need trust and Estate, Wealth Management, and Financial Planning services. | Coral Gables, Florida | — | — | — | Listed |
| 2 | Smithfield Trust | Organizations that need high-net-worth individuals. | Pittsburgh, Pennsylvania | — | — | — | Listed |
| 3 | Goodman Financial | Organizations that need houston families, individuals, business owners, and institutions. | Houston, Texas | — | Fee-only | No | Listed |
| 4 | Strategic Wealth Partners | Organizations that need individual investors, business owners, nonprofits. | Independence, Ohio | — | — | — | Listed |
| 5 | Glenmede Trust Company | Organizations that need individuals and families, business owners, foundations, endowments, financial intermediaries. | Philadelphia, Pennsylvania | boutique | — | — | Listed |
| 6 | Gibson Capital | Organizations that need discerning investors. | Wexford, Pennsylvania | — | Fee-only | No | Listed |
| 7 | Austin Asset | Organizations that need individuals and families seeking personalized wealth management. | Austin, Texas | — | Fee-only | No | Listed |
Vendorbit lists 7 Finance & Payments vendors with complete profiles that serve Wealth Management. The top-ranked profiles are Coral Gables Trust, Smithfield Trust and Goodman Financial.
7 vendors meet Vendorbit's complete-profile criteria for this comparison.
Vendors appear here when their Vendorbit profile is active, has a website and description, is categorized under Finance & Payments, and lists Wealth Management as an industry served. Verified and claimed profiles rank first, followed by profile depth.
Vendors appear here when their Vendorbit profile is active, has a website and description, is categorized under Finance & Payments, and lists Wealth Management as an industry served. Verified and claimed profiles rank first, followed by profile depth. Data reflects live Vendorbit profiles as of November 2026. Confirm details with each vendor.
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