Best Wealth Management Firms (July 2025)

TU Trust Tracker Index compiles data from reviews, trends in online popularity, domain stability, and domain authority to identify the most trusted financial companies.

Wealth Management Firms with highest Trust Tracker

Score

Updated on July 2025

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1-20 of 354 results

Prodigy Finance

London, United Kingdom
1
Overall Trust Index
The Overall Trust Index is based on multiple factors, including the following individual metrics:

Domain Stability Score (measuring domain age and reliability),

User Reviews Score (aggregating positive and negative feedback from trusted sources like Trustpilot),

Customer Loyalty Index (reflecting customer retention and satisfaction),

Popularity Score (tracking online searches and mentions),

and the Web Mention Index (analyzing the number of referring domains and online references).

Each score is evaluated on a 5-point scale. Learn the assessment criteria in details
4.9 /5
- User Reviews Score
  
  This score is derived specifically from verified user ratings on Trustpilot, offering insight into customer satisfaction.
  
  4.8/5
- Customer Loyalty Index
  
  This index reflects the level of customer loyalty to a company based on the ratio of positive to negative reviews, while also factoring in the company’s responses to negative feedback. This parameter helps evaluate how satisfied customers are with the company's products or services.
  
  5/5
- Popularity Score
  
  The popularity score is based on website traffic, user engagement statistics, compared to previous periods to evaluate growth or decline. The data was obtained using Similarweb, a comprehensive SEO platform that provides insights into website performance, keyword analysis, and competitive research
  
  5/5
- Web Mention Index
  
  This index measures how frequently a company or its website is mentioned across external sites, typically through referring domains. This index reflects the online visibility and reputation of the company, indicating how often it is cited or discussed in various digital platforms.
  
  4.7/5
- Domain Stability Score
  
  This score assesses the reliability and consistency of a domain over time, typically based on factors such as the age of the domain, the frequency of ownership changes, and any periods of downtime or suspension. A high score indicates that the domain has been stable, with consistent operation and ownership, which can suggest trustworthiness and longevity in the digital space.
  
  5/5
Industry
- Wealth Management Firms
- Personal Loan Companies
- Financial Companies
Creditsafe USA

Allentown, United States
2
Overall Trust Index
The Overall Trust Index is based on multiple factors, including the following individual metrics:

Domain Stability Score (measuring domain age and reliability),

User Reviews Score (aggregating positive and negative feedback from trusted sources like Trustpilot),

Customer Loyalty Index (reflecting customer retention and satisfaction),

Popularity Score (tracking online searches and mentions),

and the Web Mention Index (analyzing the number of referring domains and online references).

Each score is evaluated on a 5-point scale. Learn the assessment criteria in details
4.7 /5
- User Reviews Score
  
  This score is derived specifically from verified user ratings on Trustpilot, offering insight into customer satisfaction.
  
  4.7/5
- Customer Loyalty Index
  
  This index reflects the level of customer loyalty to a company based on the ratio of positive to negative reviews, while also factoring in the company’s responses to negative feedback. This parameter helps evaluate how satisfied customers are with the company's products or services.
  
  4.4/5
- Popularity Score
  
  The popularity score is based on website traffic, user engagement statistics, compared to previous periods to evaluate growth or decline. The data was obtained using Similarweb, a comprehensive SEO platform that provides insights into website performance, keyword analysis, and competitive research
  
  5/5
- Web Mention Index
  
  This index measures how frequently a company or its website is mentioned across external sites, typically through referring domains. This index reflects the online visibility and reputation of the company, indicating how often it is cited or discussed in various digital platforms.
  
  5/5
- Domain Stability Score
  
  This score assesses the reliability and consistency of a domain over time, typically based on factors such as the age of the domain, the frequency of ownership changes, and any periods of downtime or suspension. A high score indicates that the domain has been stable, with consistent operation and ownership, which can suggest trustworthiness and longevity in the digital space.
  
  5/5
Industry
- Wealth Management Firms
- Financial Advisory and Planning Services
- Financial Companies
Vestjysk Bank

Herning, Denmark
3
Overall Trust Index
The Overall Trust Index is based on multiple factors, including the following individual metrics:

Domain Stability Score (measuring domain age and reliability),

User Reviews Score (aggregating positive and negative feedback from trusted sources like Trustpilot),

Customer Loyalty Index (reflecting customer retention and satisfaction),

Popularity Score (tracking online searches and mentions),

and the Web Mention Index (analyzing the number of referring domains and online references).

Each score is evaluated on a 5-point scale. Learn the assessment criteria in details
4.7 /5
- User Reviews Score
  
  This score is derived specifically from verified user ratings on Trustpilot, offering insight into customer satisfaction.
  
  4.8/5
- Customer Loyalty Index
  
  This index reflects the level of customer loyalty to a company based on the ratio of positive to negative reviews, while also factoring in the company’s responses to negative feedback. This parameter helps evaluate how satisfied customers are with the company's products or services.
  
  5/5
- Popularity Score
  
  The popularity score is based on website traffic, user engagement statistics, compared to previous periods to evaluate growth or decline. The data was obtained using Similarweb, a comprehensive SEO platform that provides insights into website performance, keyword analysis, and competitive research
  
  5/5
- Web Mention Index
  
  This index measures how frequently a company or its website is mentioned across external sites, typically through referring domains. This index reflects the online visibility and reputation of the company, indicating how often it is cited or discussed in various digital platforms.
  
  2.6/5
- Domain Stability Score
  
  This score assesses the reliability and consistency of a domain over time, typically based on factors such as the age of the domain, the frequency of ownership changes, and any periods of downtime or suspension. A high score indicates that the domain has been stable, with consistent operation and ownership, which can suggest trustworthiness and longevity in the digital space.
  
  5/5
Industry
- Wealth Management Firms
- Banks and Savings Accounts
- Financial Advisory and Planning Services
- Auto Loan Companies
- Financial Companies
Fidelity International

United Kingdom
4
Overall Trust Index
The Overall Trust Index is based on multiple factors, including the following individual metrics:

Domain Stability Score (measuring domain age and reliability),

User Reviews Score (aggregating positive and negative feedback from trusted sources like Trustpilot),

Customer Loyalty Index (reflecting customer retention and satisfaction),

Popularity Score (tracking online searches and mentions),

and the Web Mention Index (analyzing the number of referring domains and online references).

Each score is evaluated on a 5-point scale. Learn the assessment criteria in details
4.7 /5
- User Reviews Score
  
  This score is derived specifically from verified user ratings on Trustpilot, offering insight into customer satisfaction.
  
  4.4/5
- Customer Loyalty Index
  
  This index reflects the level of customer loyalty to a company based on the ratio of positive to negative reviews, while also factoring in the company’s responses to negative feedback. This parameter helps evaluate how satisfied customers are with the company's products or services.
  
  4.5/5
- Popularity Score
  
  The popularity score is based on website traffic, user engagement statistics, compared to previous periods to evaluate growth or decline. The data was obtained using Similarweb, a comprehensive SEO platform that provides insights into website performance, keyword analysis, and competitive research
  
  5/5
- Web Mention Index
  
  This index measures how frequently a company or its website is mentioned across external sites, typically through referring domains. This index reflects the online visibility and reputation of the company, indicating how often it is cited or discussed in various digital platforms.
  
  5/5
- Domain Stability Score
  
  This score assesses the reliability and consistency of a domain over time, typically based on factors such as the age of the domain, the frequency of ownership changes, and any periods of downtime or suspension. A high score indicates that the domain has been stable, with consistent operation and ownership, which can suggest trustworthiness and longevity in the digital space.
  
  5/5
Industry
- Wealth Management Firms
- Financial Companies
Jurie de Kock

Cape Town, South Africa
5
Overall Trust Index
The Overall Trust Index is based on multiple factors, including the following individual metrics:

Domain Stability Score (measuring domain age and reliability),

User Reviews Score (aggregating positive and negative feedback from trusted sources like Trustpilot),

Customer Loyalty Index (reflecting customer retention and satisfaction),

Popularity Score (tracking online searches and mentions),

and the Web Mention Index (analyzing the number of referring domains and online references).

Each score is evaluated on a 5-point scale. Learn the assessment criteria in details
4.6 /5
- User Reviews Score
  
  This score is derived specifically from verified user ratings on Trustpilot, offering insight into customer satisfaction.
  
  4.7/5
- Customer Loyalty Index
  
  This index reflects the level of customer loyalty to a company based on the ratio of positive to negative reviews, while also factoring in the company’s responses to negative feedback. This parameter helps evaluate how satisfied customers are with the company's products or services.
  
  4/5
- Popularity Score
  
  The popularity score is based on website traffic, user engagement statistics, compared to previous periods to evaluate growth or decline. The data was obtained using Similarweb, a comprehensive SEO platform that provides insights into website performance, keyword analysis, and competitive research
  
  5/5
- Web Mention Index
  
  This index measures how frequently a company or its website is mentioned across external sites, typically through referring domains. This index reflects the online visibility and reputation of the company, indicating how often it is cited or discussed in various digital platforms.
  
  5/5
- Domain Stability Score
  
  This score assesses the reliability and consistency of a domain over time, typically based on factors such as the age of the domain, the frequency of ownership changes, and any periods of downtime or suspension. A high score indicates that the domain has been stable, with consistent operation and ownership, which can suggest trustworthiness and longevity in the digital space.
  
  5/5
Industry
- Wealth Management Firms
- Financial Advisory and Planning Services
- Personal Loan Companies
- Financial Companies
inbestMe

Barcelona, Spain
6
Overall Trust Index
The Overall Trust Index is based on multiple factors, including the following individual metrics:

Domain Stability Score (measuring domain age and reliability),

User Reviews Score (aggregating positive and negative feedback from trusted sources like Trustpilot),

Customer Loyalty Index (reflecting customer retention and satisfaction),

Popularity Score (tracking online searches and mentions),

and the Web Mention Index (analyzing the number of referring domains and online references).

Each score is evaluated on a 5-point scale. Learn the assessment criteria in details
4.6 /5
- User Reviews Score
  
  This score is derived specifically from verified user ratings on Trustpilot, offering insight into customer satisfaction.
  
  4.5/5
- Customer Loyalty Index
  
  This index reflects the level of customer loyalty to a company based on the ratio of positive to negative reviews, while also factoring in the company’s responses to negative feedback. This parameter helps evaluate how satisfied customers are with the company's products or services.
  
  5/5
- Popularity Score
  
  The popularity score is based on website traffic, user engagement statistics, compared to previous periods to evaluate growth or decline. The data was obtained using Similarweb, a comprehensive SEO platform that provides insights into website performance, keyword analysis, and competitive research
  
  5/5
- Web Mention Index
  
  This index measures how frequently a company or its website is mentioned across external sites, typically through referring domains. This index reflects the online visibility and reputation of the company, indicating how often it is cited or discussed in various digital platforms.
  
  3.3/5
- Domain Stability Score
  
  This score assesses the reliability and consistency of a domain over time, typically based on factors such as the age of the domain, the frequency of ownership changes, and any periods of downtime or suspension. A high score indicates that the domain has been stable, with consistent operation and ownership, which can suggest trustworthiness and longevity in the digital space.
  
  4.4/5
Industry
- Wealth Management Firms
- Financial Companies
Creditsafe

Caerphilly, United Kingdom
7
Overall Trust Index
The Overall Trust Index is based on multiple factors, including the following individual metrics:

Domain Stability Score (measuring domain age and reliability),

User Reviews Score (aggregating positive and negative feedback from trusted sources like Trustpilot),

Customer Loyalty Index (reflecting customer retention and satisfaction),

Popularity Score (tracking online searches and mentions),

and the Web Mention Index (analyzing the number of referring domains and online references).

Each score is evaluated on a 5-point scale. Learn the assessment criteria in details
4.6 /5
- User Reviews Score
  
  This score is derived specifically from verified user ratings on Trustpilot, offering insight into customer satisfaction.
  
  4.6/5
- Customer Loyalty Index
  
  This index reflects the level of customer loyalty to a company based on the ratio of positive to negative reviews, while also factoring in the company’s responses to negative feedback. This parameter helps evaluate how satisfied customers are with the company's products or services.
  
  5/5
- Popularity Score
  
  The popularity score is based on website traffic, user engagement statistics, compared to previous periods to evaluate growth or decline. The data was obtained using Similarweb, a comprehensive SEO platform that provides insights into website performance, keyword analysis, and competitive research
  
  5/5
- Web Mention Index
  
  This index measures how frequently a company or its website is mentioned across external sites, typically through referring domains. This index reflects the online visibility and reputation of the company, indicating how often it is cited or discussed in various digital platforms.
  
  5/5
- Domain Stability Score
  
  This score assesses the reliability and consistency of a domain over time, typically based on factors such as the age of the domain, the frequency of ownership changes, and any periods of downtime or suspension. A high score indicates that the domain has been stable, with consistent operation and ownership, which can suggest trustworthiness and longevity in the digital space.
  
  N/A
Industry
- Wealth Management Firms
- Financial Companies
GraydonCreditsafe Nederland

Den Haag, Netherlands
8
Overall Trust Index
The Overall Trust Index is based on multiple factors, including the following individual metrics:

Domain Stability Score (measuring domain age and reliability),

User Reviews Score (aggregating positive and negative feedback from trusted sources like Trustpilot),

Customer Loyalty Index (reflecting customer retention and satisfaction),

Popularity Score (tracking online searches and mentions),

and the Web Mention Index (analyzing the number of referring domains and online references).

Each score is evaluated on a 5-point scale. Learn the assessment criteria in details
4.6 /5
- User Reviews Score
  
  This score is derived specifically from verified user ratings on Trustpilot, offering insight into customer satisfaction.
  
  4.6/5
- Customer Loyalty Index
  
  This index reflects the level of customer loyalty to a company based on the ratio of positive to negative reviews, while also factoring in the company’s responses to negative feedback. This parameter helps evaluate how satisfied customers are with the company's products or services.
  
  4/5
- Popularity Score
  
  The popularity score is based on website traffic, user engagement statistics, compared to previous periods to evaluate growth or decline. The data was obtained using Similarweb, a comprehensive SEO platform that provides insights into website performance, keyword analysis, and competitive research
  
  5/5
- Web Mention Index
  
  This index measures how frequently a company or its website is mentioned across external sites, typically through referring domains. This index reflects the online visibility and reputation of the company, indicating how often it is cited or discussed in various digital platforms.
  
  5/5
- Domain Stability Score
  
  This score assesses the reliability and consistency of a domain over time, typically based on factors such as the age of the domain, the frequency of ownership changes, and any periods of downtime or suspension. A high score indicates that the domain has been stable, with consistent operation and ownership, which can suggest trustworthiness and longevity in the digital space.
  
  5/5
Industry
- Wealth Management Firms
- Financial Companies
The5ers.com

Raanana, Israel
9
Overall Trust Index
The Overall Trust Index is based on multiple factors, including the following individual metrics:

Domain Stability Score (measuring domain age and reliability),

User Reviews Score (aggregating positive and negative feedback from trusted sources like Trustpilot),

Customer Loyalty Index (reflecting customer retention and satisfaction),

Popularity Score (tracking online searches and mentions),

and the Web Mention Index (analyzing the number of referring domains and online references).

Each score is evaluated on a 5-point scale. Learn the assessment criteria in details
4.6 /5
- User Reviews Score
  
  This score is derived specifically from verified user ratings on Trustpilot, offering insight into customer satisfaction.
  
  4.9/5
- Customer Loyalty Index
  
  This index reflects the level of customer loyalty to a company based on the ratio of positive to negative reviews, while also factoring in the company’s responses to negative feedback. This parameter helps evaluate how satisfied customers are with the company's products or services.
  
  5/5
- Popularity Score
  
  The popularity score is based on website traffic, user engagement statistics, compared to previous periods to evaluate growth or decline. The data was obtained using Similarweb, a comprehensive SEO platform that provides insights into website performance, keyword analysis, and competitive research
  
  4.2/5
- Web Mention Index
  
  This index measures how frequently a company or its website is mentioned across external sites, typically through referring domains. This index reflects the online visibility and reputation of the company, indicating how often it is cited or discussed in various digital platforms.
  
  3.9/5
- Domain Stability Score
  
  This score assesses the reliability and consistency of a domain over time, typically based on factors such as the age of the domain, the frequency of ownership changes, and any periods of downtime or suspension. A high score indicates that the domain has been stable, with consistent operation and ownership, which can suggest trustworthiness and longevity in the digital space.
  
  4/5
Industry
- Wealth Management Firms
- Financial Companies
Legal & General

London, United Kingdom
10
Overall Trust Index
The Overall Trust Index is based on multiple factors, including the following individual metrics:

Domain Stability Score (measuring domain age and reliability),

User Reviews Score (aggregating positive and negative feedback from trusted sources like Trustpilot),

Customer Loyalty Index (reflecting customer retention and satisfaction),

Popularity Score (tracking online searches and mentions),

and the Web Mention Index (analyzing the number of referring domains and online references).

Each score is evaluated on a 5-point scale. Learn the assessment criteria in details
4.6 /5
- User Reviews Score
  
  This score is derived specifically from verified user ratings on Trustpilot, offering insight into customer satisfaction.
  
  4.2/5
- Customer Loyalty Index
  
  This index reflects the level of customer loyalty to a company based on the ratio of positive to negative reviews, while also factoring in the company’s responses to negative feedback. This parameter helps evaluate how satisfied customers are with the company's products or services.
  
  4.5/5
- Popularity Score
  
  The popularity score is based on website traffic, user engagement statistics, compared to previous periods to evaluate growth or decline. The data was obtained using Similarweb, a comprehensive SEO platform that provides insights into website performance, keyword analysis, and competitive research
  
  5/5
- Web Mention Index
  
  This index measures how frequently a company or its website is mentioned across external sites, typically through referring domains. This index reflects the online visibility and reputation of the company, indicating how often it is cited or discussed in various digital platforms.
  
  5/5
- Domain Stability Score
  
  This score assesses the reliability and consistency of a domain over time, typically based on factors such as the age of the domain, the frequency of ownership changes, and any periods of downtime or suspension. A high score indicates that the domain has been stable, with consistent operation and ownership, which can suggest trustworthiness and longevity in the digital space.
  
  5/5
Industry
- Wealth Management Firms
- Term Life Insurance Companies
- Financial Companies
Expert Market

United States
11
Overall Trust Index
The Overall Trust Index is based on multiple factors, including the following individual metrics:

Domain Stability Score (measuring domain age and reliability),

User Reviews Score (aggregating positive and negative feedback from trusted sources like Trustpilot),

Customer Loyalty Index (reflecting customer retention and satisfaction),

Popularity Score (tracking online searches and mentions),

and the Web Mention Index (analyzing the number of referring domains and online references).

Each score is evaluated on a 5-point scale. Learn the assessment criteria in details
4.6 /5
- User Reviews Score
  
  This score is derived specifically from verified user ratings on Trustpilot, offering insight into customer satisfaction.
  
  4.5/5
- Customer Loyalty Index
  
  This index reflects the level of customer loyalty to a company based on the ratio of positive to negative reviews, while also factoring in the company’s responses to negative feedback. This parameter helps evaluate how satisfied customers are with the company's products or services.
  
  4/5
- Popularity Score
  
  The popularity score is based on website traffic, user engagement statistics, compared to previous periods to evaluate growth or decline. The data was obtained using Similarweb, a comprehensive SEO platform that provides insights into website performance, keyword analysis, and competitive research
  
  5/5
- Web Mention Index
  
  This index measures how frequently a company or its website is mentioned across external sites, typically through referring domains. This index reflects the online visibility and reputation of the company, indicating how often it is cited or discussed in various digital platforms.
  
  5/5
- Domain Stability Score
  
  This score assesses the reliability and consistency of a domain over time, typically based on factors such as the age of the domain, the frequency of ownership changes, and any periods of downtime or suspension. A high score indicates that the domain has been stable, with consistent operation and ownership, which can suggest trustworthiness and longevity in the digital space.
  
  5/5
Industry
- Wealth Management Firms
- Financial Companies
Tangem

Zug, Switzerland
12
Overall Trust Index
The Overall Trust Index is based on multiple factors, including the following individual metrics:

Domain Stability Score (measuring domain age and reliability),

User Reviews Score (aggregating positive and negative feedback from trusted sources like Trustpilot),

Customer Loyalty Index (reflecting customer retention and satisfaction),

Popularity Score (tracking online searches and mentions),

and the Web Mention Index (analyzing the number of referring domains and online references).

Each score is evaluated on a 5-point scale. Learn the assessment criteria in details
4.5 /5
- User Reviews Score
  
  This score is derived specifically from verified user ratings on Trustpilot, offering insight into customer satisfaction.
  
  4/5
- Customer Loyalty Index
  
  This index reflects the level of customer loyalty to a company based on the ratio of positive to negative reviews, while also factoring in the company’s responses to negative feedback. This parameter helps evaluate how satisfied customers are with the company's products or services.
  
  4.5/5
- Popularity Score
  
  The popularity score is based on website traffic, user engagement statistics, compared to previous periods to evaluate growth or decline. The data was obtained using Similarweb, a comprehensive SEO platform that provides insights into website performance, keyword analysis, and competitive research
  
  5/5
- Web Mention Index
  
  This index measures how frequently a company or its website is mentioned across external sites, typically through referring domains. This index reflects the online visibility and reputation of the company, indicating how often it is cited or discussed in various digital platforms.
  
  5/5
- Domain Stability Score
  
  This score assesses the reliability and consistency of a domain over time, typically based on factors such as the age of the domain, the frequency of ownership changes, and any periods of downtime or suspension. A high score indicates that the domain has been stable, with consistent operation and ownership, which can suggest trustworthiness and longevity in the digital space.
  
  5/5
Industry
- Wealth Management Firms
- Personal Loan Companies
- Financial Companies
Larry Cheung Investment Strategy

United States
13
Overall Trust Index
The Overall Trust Index is based on multiple factors, including the following individual metrics:

Domain Stability Score (measuring domain age and reliability),

User Reviews Score (aggregating positive and negative feedback from trusted sources like Trustpilot),

Customer Loyalty Index (reflecting customer retention and satisfaction),

Popularity Score (tracking online searches and mentions),

and the Web Mention Index (analyzing the number of referring domains and online references).

Each score is evaluated on a 5-point scale. Learn the assessment criteria in details
4.5 /5
- User Reviews Score
  
  This score is derived specifically from verified user ratings on Trustpilot, offering insight into customer satisfaction.
  
  4.3/5
- Customer Loyalty Index
  
  This index reflects the level of customer loyalty to a company based on the ratio of positive to negative reviews, while also factoring in the company’s responses to negative feedback. This parameter helps evaluate how satisfied customers are with the company's products or services.
  
  4/5
- Popularity Score
  
  The popularity score is based on website traffic, user engagement statistics, compared to previous periods to evaluate growth or decline. The data was obtained using Similarweb, a comprehensive SEO platform that provides insights into website performance, keyword analysis, and competitive research
  
  5/5
- Web Mention Index
  
  This index measures how frequently a company or its website is mentioned across external sites, typically through referring domains. This index reflects the online visibility and reputation of the company, indicating how often it is cited or discussed in various digital platforms.
  
  5/5
- Domain Stability Score
  
  This score assesses the reliability and consistency of a domain over time, typically based on factors such as the age of the domain, the frequency of ownership changes, and any periods of downtime or suspension. A high score indicates that the domain has been stable, with consistent operation and ownership, which can suggest trustworthiness and longevity in the digital space.
  
  5/5
Industry
- Wealth Management Firms
- Financial Companies
Sparekassen Danmark

Vrå, Denmark
14
Overall Trust Index
The Overall Trust Index is based on multiple factors, including the following individual metrics:

Domain Stability Score (measuring domain age and reliability),

User Reviews Score (aggregating positive and negative feedback from trusted sources like Trustpilot),

Customer Loyalty Index (reflecting customer retention and satisfaction),

Popularity Score (tracking online searches and mentions),

and the Web Mention Index (analyzing the number of referring domains and online references).

Each score is evaluated on a 5-point scale. Learn the assessment criteria in details
4.5 /5
- User Reviews Score
  
  This score is derived specifically from verified user ratings on Trustpilot, offering insight into customer satisfaction.
  
  4.5/5
- Customer Loyalty Index
  
  This index reflects the level of customer loyalty to a company based on the ratio of positive to negative reviews, while also factoring in the company’s responses to negative feedback. This parameter helps evaluate how satisfied customers are with the company's products or services.
  
  5/5
- Popularity Score
  
  The popularity score is based on website traffic, user engagement statistics, compared to previous periods to evaluate growth or decline. The data was obtained using Similarweb, a comprehensive SEO platform that provides insights into website performance, keyword analysis, and competitive research
  
  5/5
- Web Mention Index
  
  This index measures how frequently a company or its website is mentioned across external sites, typically through referring domains. This index reflects the online visibility and reputation of the company, indicating how often it is cited or discussed in various digital platforms.
  
  3/5
- Domain Stability Score
  
  This score assesses the reliability and consistency of a domain over time, typically based on factors such as the age of the domain, the frequency of ownership changes, and any periods of downtime or suspension. A high score indicates that the domain has been stable, with consistent operation and ownership, which can suggest trustworthiness and longevity in the digital space.
  
  1.6/5
Industry
- Wealth Management Firms
- Personal Loan Companies
- Auto Loan Companies
- Banks and Savings Accounts
- Financial Companies
Fundrise

Washington, United States
15
Overall Trust Index
The Overall Trust Index is based on multiple factors, including the following individual metrics:

Domain Stability Score (measuring domain age and reliability),

User Reviews Score (aggregating positive and negative feedback from trusted sources like Trustpilot),

Customer Loyalty Index (reflecting customer retention and satisfaction),

Popularity Score (tracking online searches and mentions),

and the Web Mention Index (analyzing the number of referring domains and online references).

Each score is evaluated on a 5-point scale. Learn the assessment criteria in details
4.4 /5
- User Reviews Score
  
  This score is derived specifically from verified user ratings on Trustpilot, offering insight into customer satisfaction.
  
  4.2/5
- Customer Loyalty Index
  
  This index reflects the level of customer loyalty to a company based on the ratio of positive to negative reviews, while also factoring in the company’s responses to negative feedback. This parameter helps evaluate how satisfied customers are with the company's products or services.
  
  3.9/5
- Popularity Score
  
  The popularity score is based on website traffic, user engagement statistics, compared to previous periods to evaluate growth or decline. The data was obtained using Similarweb, a comprehensive SEO platform that provides insights into website performance, keyword analysis, and competitive research
  
  5/5
- Web Mention Index
  
  This index measures how frequently a company or its website is mentioned across external sites, typically through referring domains. This index reflects the online visibility and reputation of the company, indicating how often it is cited or discussed in various digital platforms.
  
  5/5
- Domain Stability Score
  
  This score assesses the reliability and consistency of a domain over time, typically based on factors such as the age of the domain, the frequency of ownership changes, and any periods of downtime or suspension. A high score indicates that the domain has been stable, with consistent operation and ownership, which can suggest trustworthiness and longevity in the digital space.
  
  5/5
Industry
- Wealth Management Firms
- Personal Loan Companies
- Financial Companies
Canada Life UK

Potters Bar, United Kingdom
16
Overall Trust Index
The Overall Trust Index is based on multiple factors, including the following individual metrics:

Domain Stability Score (measuring domain age and reliability),

User Reviews Score (aggregating positive and negative feedback from trusted sources like Trustpilot),

Customer Loyalty Index (reflecting customer retention and satisfaction),

Popularity Score (tracking online searches and mentions),

and the Web Mention Index (analyzing the number of referring domains and online references).

Each score is evaluated on a 5-point scale. Learn the assessment criteria in details
4.4 /5
- User Reviews Score
  
  This score is derived specifically from verified user ratings on Trustpilot, offering insight into customer satisfaction.
  
  3.8/5
- Customer Loyalty Index
  
  This index reflects the level of customer loyalty to a company based on the ratio of positive to negative reviews, while also factoring in the company’s responses to negative feedback. This parameter helps evaluate how satisfied customers are with the company's products or services.
  
  4.5/5
- Popularity Score
  
  The popularity score is based on website traffic, user engagement statistics, compared to previous periods to evaluate growth or decline. The data was obtained using Similarweb, a comprehensive SEO platform that provides insights into website performance, keyword analysis, and competitive research
  
  5/5
- Web Mention Index
  
  This index measures how frequently a company or its website is mentioned across external sites, typically through referring domains. This index reflects the online visibility and reputation of the company, indicating how often it is cited or discussed in various digital platforms.
  
  4.9/5
- Domain Stability Score
  
  This score assesses the reliability and consistency of a domain over time, typically based on factors such as the age of the domain, the frequency of ownership changes, and any periods of downtime or suspension. A high score indicates that the domain has been stable, with consistent operation and ownership, which can suggest trustworthiness and longevity in the digital space.
  
  5/5
Industry
- Wealth Management Firms
- Personal Loan Companies
- Mortgage Lenders
- Term Life Insurance Companies
- Financial Companies
AvenueDesInvestisseurs

France
17
Overall Trust Index
The Overall Trust Index is based on multiple factors, including the following individual metrics:

Domain Stability Score (measuring domain age and reliability),

User Reviews Score (aggregating positive and negative feedback from trusted sources like Trustpilot),

Customer Loyalty Index (reflecting customer retention and satisfaction),

Popularity Score (tracking online searches and mentions),

and the Web Mention Index (analyzing the number of referring domains and online references).

Each score is evaluated on a 5-point scale. Learn the assessment criteria in details
4.4 /5
- User Reviews Score
  
  This score is derived specifically from verified user ratings on Trustpilot, offering insight into customer satisfaction.
  
  4.8/5
- Customer Loyalty Index
  
  This index reflects the level of customer loyalty to a company based on the ratio of positive to negative reviews, while also factoring in the company’s responses to negative feedback. This parameter helps evaluate how satisfied customers are with the company's products or services.
  
  5/5
- Popularity Score
  
  The popularity score is based on website traffic, user engagement statistics, compared to previous periods to evaluate growth or decline. The data was obtained using Similarweb, a comprehensive SEO platform that provides insights into website performance, keyword analysis, and competitive research
  
  3.8/5
- Web Mention Index
  
  This index measures how frequently a company or its website is mentioned across external sites, typically through referring domains. This index reflects the online visibility and reputation of the company, indicating how often it is cited or discussed in various digital platforms.
  
  3.5/5
- Domain Stability Score
  
  This score assesses the reliability and consistency of a domain over time, typically based on factors such as the age of the domain, the frequency of ownership changes, and any periods of downtime or suspension. A high score indicates that the domain has been stable, with consistent operation and ownership, which can suggest trustworthiness and longevity in the digital space.
  
  2.8/5
Industry
- Wealth Management Firms
- Financial Advisory and Planning Services
- Financial Companies
Indexa Capital

Spain
18
Overall Trust Index
The Overall Trust Index is based on multiple factors, including the following individual metrics:

Domain Stability Score (measuring domain age and reliability),

User Reviews Score (aggregating positive and negative feedback from trusted sources like Trustpilot),

Customer Loyalty Index (reflecting customer retention and satisfaction),

Popularity Score (tracking online searches and mentions),

and the Web Mention Index (analyzing the number of referring domains and online references).

Each score is evaluated on a 5-point scale. Learn the assessment criteria in details
4.3 /5
- User Reviews Score
  
  This score is derived specifically from verified user ratings on Trustpilot, offering insight into customer satisfaction.
  
  4.8/5
- Customer Loyalty Index
  
  This index reflects the level of customer loyalty to a company based on the ratio of positive to negative reviews, while also factoring in the company’s responses to negative feedback. This parameter helps evaluate how satisfied customers are with the company's products or services.
  
  5/5
- Popularity Score
  
  The popularity score is based on website traffic, user engagement statistics, compared to previous periods to evaluate growth or decline. The data was obtained using Similarweb, a comprehensive SEO platform that provides insights into website performance, keyword analysis, and competitive research
  
  3.8/5
- Web Mention Index
  
  This index measures how frequently a company or its website is mentioned across external sites, typically through referring domains. This index reflects the online visibility and reputation of the company, indicating how often it is cited or discussed in various digital platforms.
  
  2.2/5
- Domain Stability Score
  
  This score assesses the reliability and consistency of a domain over time, typically based on factors such as the age of the domain, the frequency of ownership changes, and any periods of downtime or suspension. A high score indicates that the domain has been stable, with consistent operation and ownership, which can suggest trustworthiness and longevity in the digital space.
  
  4.4/5
Industry
- Wealth Management Firms
- Financial Companies
DividendMax

Brockenhurst, United Kingdom
19
Overall Trust Index
The Overall Trust Index is based on multiple factors, including the following individual metrics:

Domain Stability Score (measuring domain age and reliability),

User Reviews Score (aggregating positive and negative feedback from trusted sources like Trustpilot),

Customer Loyalty Index (reflecting customer retention and satisfaction),

Popularity Score (tracking online searches and mentions),

and the Web Mention Index (analyzing the number of referring domains and online references).

Each score is evaluated on a 5-point scale. Learn the assessment criteria in details
4.3 /5
- User Reviews Score
  
  This score is derived specifically from verified user ratings on Trustpilot, offering insight into customer satisfaction.
  
  4.6/5
- Customer Loyalty Index
  
  This index reflects the level of customer loyalty to a company based on the ratio of positive to negative reviews, while also factoring in the company’s responses to negative feedback. This parameter helps evaluate how satisfied customers are with the company's products or services.
  
  4/5
- Popularity Score
  
  The popularity score is based on website traffic, user engagement statistics, compared to previous periods to evaluate growth or decline. The data was obtained using Similarweb, a comprehensive SEO platform that provides insights into website performance, keyword analysis, and competitive research
  
  4.4/5
- Web Mention Index
  
  This index measures how frequently a company or its website is mentioned across external sites, typically through referring domains. This index reflects the online visibility and reputation of the company, indicating how often it is cited or discussed in various digital platforms.
  
  3.2/5
- Domain Stability Score
  
  This score assesses the reliability and consistency of a domain over time, typically based on factors such as the age of the domain, the frequency of ownership changes, and any periods of downtime or suspension. A high score indicates that the domain has been stable, with consistent operation and ownership, which can suggest trustworthiness and longevity in the digital space.
  
  5/5
Industry
- Wealth Management Firms
- Financial Advisory and Planning Services
- Personal Loan Companies
- Financial Companies
Estably Vermögensverwaltung AG

Vaduz, Liechtenstein
20
Overall Trust Index
The Overall Trust Index is based on multiple factors, including the following individual metrics:

Domain Stability Score (measuring domain age and reliability),

User Reviews Score (aggregating positive and negative feedback from trusted sources like Trustpilot),

Customer Loyalty Index (reflecting customer retention and satisfaction),

Popularity Score (tracking online searches and mentions),

and the Web Mention Index (analyzing the number of referring domains and online references).

Each score is evaluated on a 5-point scale. Learn the assessment criteria in details
4.3 /5
- User Reviews Score
  
  This score is derived specifically from verified user ratings on Trustpilot, offering insight into customer satisfaction.
  
  4.8/5
- Customer Loyalty Index
  
  This index reflects the level of customer loyalty to a company based on the ratio of positive to negative reviews, while also factoring in the company’s responses to negative feedback. This parameter helps evaluate how satisfied customers are with the company's products or services.
  
  5/5
- Popularity Score
  
  The popularity score is based on website traffic, user engagement statistics, compared to previous periods to evaluate growth or decline. The data was obtained using Similarweb, a comprehensive SEO platform that provides insights into website performance, keyword analysis, and competitive research
  
  4/5
- Web Mention Index
  
  This index measures how frequently a company or its website is mentioned across external sites, typically through referring domains. This index reflects the online visibility and reputation of the company, indicating how often it is cited or discussed in various digital platforms.
  
  0.5/5
- Domain Stability Score
  
  This score assesses the reliability and consistency of a domain over time, typically based on factors such as the age of the domain, the frequency of ownership changes, and any periods of downtime or suspension. A high score indicates that the domain has been stable, with consistent operation and ownership, which can suggest trustworthiness and longevity in the digital space.
  
  5/5
Industry
- Wealth Management Firms
- Financial Advisory and Planning Services
- Financial Companies

How to Choose a Wealth Management Firm?

Choosing the right wealth management firm is key to achieving your financial goals. Follow these steps:

Client Review Overview (Trust Tracker)

Trust Tracker aggregates client feedback on wealth management company or advisor from trusted sources like Trustpilot, highlighting service responsiveness, customer support quality, and solution options. Positive reviews and high ratings indicate strong customer trust, proactive support, and efficient issue resolution processes.
Evaluate the Company's Expertise

Explore each firm's specialization - whether retirement planning, estate planning, or tax strategies - to ensure it meets your financial goals.
Review the Fee Structure

Wealth management fees vary; consider those with transparent pricing. Users' reviews cover cost-effectiveness ratings and hidden fees.
Look for Personalized Services

A leading wealth management firm designs solutions based on individual needs. Check out our guides to evaluate personalized advisory approaches, and review user feedback to gain insights into others' experiences.

Regulation Overview of Wealth Management Companies

Regulation is key to ensuring safety and compliance for wealth management firms. In the US, organizations such as the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA) oversee these firms.

US Regulations

Check their registration status on official websites to ensure regulatory compliance. Compliance with US regulations ensures transparency and ethical standards.
International Regulations

For firms in other countries, check with your local regulators for equivalent protection. International regulations offer tailored local protections.

Beyond reviews and ratings, regulation is critical to protecting your assets.

Ranking Methodology

Our ranking methodology combines comprehensive, independent data to provide objective ratings. We pull data from trusted sources, focusing on elements such as client reviews, online visibility, and trust metrics.

Firm Reviews	Wealth management reviews on platforms like Trustpilot, taking into account the volume, balance, and recency of reviews to provide a comprehensive view of client satisfaction.
Engagement Metrics	Metrics such as website visits and user interaction measure a firm's popularity and reach.
Service Performance	Scores on the quality of customer support and the responsiveness of advisors.
Client Retention	Analyzes the ratio of positive to negative reviews.
Reputation Metrics	Web mentions and credible backlinks are assessed for additional credibility.
Domain Stability	The age and track record of a lender's domain can add to its credibility, with older domains often reflecting stability and reliability within the industry.

High scores indicate quality of service but are not guarantees. For more information, see the Methodology page.

FAQs

What makes a great wealth management firm?

A top-notch wealth management firm tailors its approach to meet each client's unique goals, ensures transparent communication, and upholds regulatory compliance. Look for a firm that builds trust through personalized strategies and clear, ethical practices. You can find valuable insights in user reviews, where clients often share their experiences with a firm's reliability, communication, and overall service quality.

How often should I review my wealth management firm's performance?

It's recommended to review your firm's performance at least once or twice a year. Regular check-ins help you stay aligned with your financial goals and allow you to adjust for any changes in the firm's strategies or financial landscape.

Do wealth management firms offer tax planning services?

Many firms offer comprehensive tax strategies, especially in the areas of estate and retirement planning, that can optimize long-term benefits.

Can I switch firms if I'm not satisfied?

Yes, you can switch if your current firm doesn't meet your needs. Before making a change, research potential firms through reviews and regulatory information to ensure a more suitable fit.

Table of Contents

Top-Rated Wealth Management Firms
How to Choose the Best Wealth Management Firms?
Why Is Legal Compliance Important for Wealth Management Firms?
How Do We Rank Wealth Management Firms?
FAQs

Top-Rated Wealth Management Firms & Advisors

Top-Rated Wealth Management Firms

How to Choose a Wealth Management Firm?

Client Review Overview (Trust Tracker)

Evaluate the Company's Expertise

Review the Fee Structure

Look for Personalized Services