Leave a Review For Providers 0 0
  • Post a Project
Home Financial Advising & Planning Stocks Portfolio Management

Top Stock Portfolio Management Services

Ratings Updated: September 19, 2026
We verify reviews and evaluate companies so you can choose with confidence. We may earn a fee for some placements. Learn how Clutch ensures trust

8 Leaders 15 Contenders

Get Matched

235 Companies

Financial Advising & Planning: Stocks Portfolio Management

List of the Top Stock Portfolio Management Companies

  • 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

    25% Stocks Portfolio Management
    30% Wealth & Asset Management
    25% Securities Brokerage +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
    View Profile
  • WHITE PAPER ADVISORY Logotype

    WHITE PAPER ADVISORY

    Not yet reviewed

    $5,000+
    $25 - $49 / hr
    10 - 49

    Services provided

    25% Financial Advising & Planning
    25% Accounting
    20% Financial Consulting +2
    20% Funding & Investment
    10% Business Valuation Services

    Focus Areas

    10% Stocks Portfolio Management
    45% Wealth & Asset Management
    15% Debt Consulting +3
    10% Mortgage & Loan Brokerage
    10% Retirement Planning
    10% Securities Brokerage

    Established in 2014, WHITE PAPER ADVISORY is a Financial Advising & Planning company. Their team specializes in Financial Advising & Planning and Accounting.

    Read more
    View Profile
  • CA Manish Mishra Logotype

    Not yet reviewed

    Undisclosed
    $25 - $49 / hr
    2 - 9
    Noida, India

    Services provided

    20% Financial Advising & Planning
    20% Finance Law
    20% Tax Law +4
    10% Business Valuation Services
    10% Corporate Law
    10% Finance & Accounting Outsourcing (FAO)
    10% Financial Consulting

    Focus Areas

    20% Stocks Portfolio Management
    20% Actuarial Services
    20% Debt Consulting +2
    20% Mortgage & Loan Brokerage
    20% Securities Brokerage

    CA Manish Mishra is a Financial Advising & Planning company. The agency is located in Noida, India. Their team specializes in Financial Advising & Planning and Finance Law.

    Read more
    View Profile

    • Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.

    Get My Matches
  • Indario Advisory Services Logotype

    Not yet reviewed

    $5,000+
    $200 - $300 / hr
    2 - 9
    Greenwood, IN

    Services provided

    20% Financial Advising & Planning
    20% Business Consulting
    20% Corporate Training & Coaching +2
    20% Logo
    20% Mobile App Development

    Focus Areas

    20% Stocks Portfolio Management
    30% Retirement Planning
    30% Wealth & Asset Management +1
    20% Securities Brokerage

    Indario Advisory Services is a Logo company. Their small team of employees is based in Greenwood, Indiana. Their team focuses on Logo and Mobile App Development.

    Read more
    View Profile
  • Fiduciaire Genevoise Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Genève, Switzerland

    Services provided

    20% Financial Advising & Planning
    20% Commercial Financing
    20% Finance & Accounting Outsourcing (FAO) +2
    20% Finance Law
    20% Financial Consulting

    Focus Areas

    20% Stocks Portfolio Management
    20% Actuarial Services
    20% Debt Consulting +2
    20% Mortgage & Loan Brokerage
    20% Wealth & Asset Management

    Fiduciaire Genevoise is a Finance & Accounting Outsourcing (FAO) company. They focus on Finance & Accounting Outsourcing (FAO) and Commercial Financing and are located in Genève, Switzerland.

    Read more
    View Profile
  • Riskle LLC Logotype

    Not yet reviewed

    $25,000+
    $300+ / hr
    2 - 9
    Doha, Qatar

    Services provided

    20% Financial Advising & Planning
    50% Business Consulting
    20% Financial Consulting +1
    10% BI & Big Data Consulting & SI

    Focus Areas

    20% Stocks Portfolio Management
    60% Securities Brokerage
    20% Wealth & Asset Management

    Riskle LLC, a Business Consulting company, provide Business Consulting and Financial Advising & Planning. They were established in 2022.

    Read more
    View Profile
  • Intermountain Wealth Management Logotype

    Intermountain Wealth Management

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9

    Services provided

    20% Financial Advising & Planning
    20% Business Valuation Services
    20% Financial Consulting +2
    20% Funding & Investment
    20% Insurance Services & Brokers

    Focus Areas

    20% Stocks Portfolio Management
    30% Retirement Planning
    30% Securities Brokerage +1
    20% Wealth & Asset Management

    Intermountain Wealth Management, a small Financial Advising & Planning company, is based in Idaho Falls, Idaho. The team focuses on Financial Advising & Planning and Insurance Services & Brokers.

    Read more
    View Profile
  • PipInfuse Logotype

    PipInfuse

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9

    Services provided

    20% Financial Advising & Planning
    20% Accounting
    20% Business Consulting +2
    20% Financial Consulting
    20% Funding & Investment

    Focus Areas

    20% Stocks Portfolio Management
    20% Actuarial Services
    20% Mortgage & Loan Brokerage +2
    20% Securities Brokerage
    20% Wealth & Asset Management

    PipInfuse is a Business Consulting company. Their small team is based in London, England and focuses on Business Consulting and Accounting. The firm was established in 2023.

    Read more
    View Profile
  • Biz Advisory Board Logotype

    Biz Advisory Board

    Not yet reviewed

    $5,000+
    < $25 / hr
    2 - 9

    Services provided

    20% Financial Advising & Planning
    20% Business Consulting
    20% Funding & Investment +2
    20% Marketing Strategy
    20% Other Marketing

    Focus Areas

    20% Stocks Portfolio Management
    20% Actuarial Services
    20% Mortgage & Loan Brokerage +2
    20% Retirement Planning
    20% Wealth & Asset Management

    Biz Advisory Board is a Marketing Strategy company. They provide Marketing Strategy and Other Marketing and were founded in 2015.

    Read more
    View Profile
  • Wisely Advised, LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Hammond, IN

    Services provided

    20% Financial Advising & Planning
    20% Business Valuation Services
    20% Digital Asset Management +2
    20% Financial Consulting
    20% Funding & Investment

    Focus Areas

    15% Stocks Portfolio Management
    30% Retirement Planning
    30% Wealth & Asset Management +2
    15% Debt Consulting
    10% Securities Brokerage

    Wisely Advised, LLC is a small Financial Advising & Planning company located in Hammond, Indiana. The team specializes in Financial Advising & Planning and Digital Asset Management.

    Read more
    View Profile
  • CrestVal Consulting Services Logotype

    CrestVal Consulting Services

    Not yet reviewed

    $1,000+
    $50 - $99 / hr
    2 - 9

    Services provided

    15% Financial Advising & Planning
    20% Business Valuation Services
    20% Financial Consulting +3
    20% Market Research
    15% Business Consulting
    10% Back Office Outsourcing

    Focus Areas

    20% Stocks Portfolio Management
    20% Actuarial Services
    20% Debt Consulting +2
    20% Retirement Planning
    20% Wealth & Asset Management

    Launched in 2024, CrestVal Consulting Services is a small Market Research company. Their team provides Market Research and Business Valuation Services.

    Read more
    View Profile
  • 10X CPA Inc. Logotype

    10X CPA Inc.

    Not yet reviewed

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

    Services provided

    20% Financial Advising & Planning
    40% Accounting
    20% Business Valuation Services +1
    20% Finance & Accounting Outsourcing (FAO)

    Focus Areas

    15% Stocks Portfolio Management
    35% Retirement Planning
    30% Wealth & Asset Management +1
    20% Debt Consulting

    10X CPA Inc. Is an Accounting company. Their small team is located in Los Angeles, California and focuses on Accounting and Finance & Accounting Outsourcing (FAO). The company was founded in 2014.

    Read more
    View Profile
  • Badran Tax Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    New Brunswick, NJ

    Services provided

    15% Financial Advising & Planning
    20% Tax Law
    15% Business Consulting +4
    15% Finance & Accounting Outsourcing (FAO)
    15% Financial Consulting
    10% Accounting
    10% Business Valuation Services

    Focus Areas

    15% Stocks Portfolio Management
    40% Debt Consulting
    25% Wealth & Asset Management +4
    5% Actuarial Services
    5% Mortgage & Loan Brokerage
    5% Retirement Planning
    5% Securities Brokerage

    Badran Tax, a Tax Law company, is located in New Brunswick, New Jersey. Their services include Tax Law and Business Consulting.

    Read more
    View Profile
  • Blue Capital Logotype

    Blue Capital

    Not yet reviewed

    $100,000+
    Undisclosed
    10 - 49

    Services provided

    10% Financial Advising & Planning
    30% Environmental Consulting
    30% Funding & Investment +4
    10% Accounting
    10% Commercial Financing
    5% AI Consulting
    5% Financial Consulting

    Focus Areas

    20% Stocks Portfolio Management
    40% Wealth & Asset Management
    30% Actuarial Services +2
    5% Mortgage & Loan Brokerage
    5% Securities Brokerage

    Located in Nairobi, Kenya and Arusha, Tanzania, Blue Capital is an Environmental Consulting company. Their services include Environmental Consulting and Funding & Investment.

    Read more
    View Profile
  • Unified Capital and Investments Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Gurugram, India

    Services provided

    20% Financial Advising & Planning
    80% Financial Consulting

    Focus Areas

    10% Stocks Portfolio Management
    65% Mortgage & Loan Brokerage
    15% Debt Consulting +1
    10% Wealth & Asset Management

    Financial Consulting company Unified Capital and Investments was launched in 2016. The company provides Financial Consulting and Financial Advising & Planning, and is small.

    Read more
    View Profile
  • IBISS & CO Limited Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Barking, England

    Services provided

    10% Financial Advising & Planning
    30% Accounting
    20% Real Estate Law +4
    15% Tax Law
    10% Corporate Law
    10% Financial Consulting
    5% Finance Law

    Focus Areas

    20% Stocks Portfolio Management
    40% Wealth & Asset Management
    25% Mortgage & Loan Brokerage +1
    15% Retirement Planning

    IBISS & CO Limited is an Accounting company. The London, England-based firm provides Accounting and Real Estate Law.

    Read more
    View Profile
  • Azanko Advisory Logotype

    Not yet reviewed

    $5,000+
    Undisclosed
    10 - 49
    Dubai, United Arab Emirates

    Services provided

    10% Financial Advising & Planning
    30% Business Consulting
    15% AI Consulting +5
    10% BI & Big Data Consulting & SI
    10% Corporate Training & Coaching
    10% Marketing Strategy
    10% Robotics Process Automation
    5% Finance & Accounting Outsourcing (FAO)

    Focus Areas

    20% Stocks Portfolio Management
    40% Wealth & Asset Management
    20% Debt Consulting +2
    10% Actuarial Services
    10% Retirement Planning

    Established in 2013, Azanko Advisory is a Business Consulting company. Their services include Business Consulting and AI Consulting.

    Read more
    View Profile
  • Stransact (Chartered Accountants) Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Lagos, Nigeria

    Services provided

    10% Financial Advising & Planning
    15% Tax Law
    10% Accounting +8
    10% Business Valuation Services
    10% Corporate Law
    10% Finance & Accounting Outsourcing (FAO)
    10% IT Managed Services
    10% Internet & Technology Law
    5% Business Consulting
    5% HR Outsourcing
    5% Staffing

    Focus Areas

    15% Stocks Portfolio Management
    20% Debt Consulting
    15% Mortgage & Loan Brokerage +4
    15% Securities Brokerage
    15% Wealth & Asset Management
    10% Actuarial Services
    10% Retirement Planning

    Tax Law company Stransact (Chartered Accountants) was established in 2009. The team offers Tax Law and IT managed services and is in Lagos, Nigeria.

    Read more
    View Profile
  • Shan Tariq, CPA Logotype

    Not yet reviewed

    $1,000+
    $200 - $300 / hr
    Freelancer
    Calgary, Canada

    Services provided

    20% Financial Advising & Planning
    20% Accounting
    20% Finance & Accounting Outsourcing (FAO) +2
    20% Financial Consulting
    20% Fractional CFO Services

    Focus Areas

    30% Stocks Portfolio Management
    35% Actuarial Services
    35% Securities Brokerage

    Shan Tariq, CPA is a Finance & Accounting Outsourcing (FAO) company based in Calgary, Canada. Established in 2024, the team focuses on Finance & Accounting Outsourcing (FAO) and Accounting.

    Read more
    View Profile
  • Prabhas finance consultancy services Logotype

    Not yet reviewed

    $1,000+
    < $25 / hr
    Freelancer
    Miyapur, India

    Services provided

    25% Financial Advising & Planning
    30% Fractional CFO Services
    25% Business Consulting +2
    10% Accounting
    10% Business Valuation Services

    Focus Areas

    20% Stocks Portfolio Management
    20% Actuarial Services
    20% Debt Consulting +2
    20% Mortgage & Loan Brokerage
    20% Wealth & Asset Management

    Prabhas finance consultancy services is a Fractional CFO Services company established in 2023. Located in Miyapur, India, the team focuses on Fractional CFO Services and Business Consulting.

    Read more
    View Profile
  • Dr. Strauss & Partners Logotype

    Not yet reviewed

    $5,000+
    $100 - $149 / hr
    2 - 9
    Sofia, Bulgaria

    Services provided

    10% Financial Advising & Planning
    60% Business Consulting
    10% Corporate Training & Coaching +2
    10% Digital Asset Management
    10% Robotics Process Automation

    Focus Areas

    20% Stocks Portfolio Management
    60% Wealth & Asset Management
    20% Retirement Planning

    Dr. 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.

    Read more
    View Profile
  • Sustain CFO Services Logotype

    Not yet reviewed

    $1,000+
    $200 - $300 / hr
    2 - 9
    Ellicott City, MD

    Services provided

    10% Financial Advising & Planning
    60% Fractional CFO Services
    10% Business Valuation Services +2
    10% Finance & Accounting Outsourcing (FAO)
    10% Financial Consulting

    Focus Areas

    20% Stocks Portfolio Management
    20% Actuarial Services
    20% Mortgage & Loan Brokerage +2
    20% Securities Brokerage
    20% Wealth & Asset Management

    Fractional CFO Services company Sustain CFO Services offers Fractional CFO Services and Finance & Accounting Outsourcing (FAO). They were established in 2016.

    Read more
    View Profile
  • Eclipse Advisory Logotype

    Eclipse Advisory

    Not yet reviewed

    $5,000+
    $150 - $199 / hr
    2 - 9

    Services provided

    20% Financial Advising & Planning
    20% Accounting
    20% Business Consulting +2
    20% Business Valuation Services
    20% Financial Consulting

    Focus Areas

    10% Stocks Portfolio Management
    40% Retirement Planning
    30% Wealth & Asset Management +1
    20% Debt Consulting

    Eclipse Advisory is a small Business Consulting company founded in 2017. Their services include Business Consulting and Accounting.

    Read more
    View Profile
  • Ola Accountancy Logotype

    Not yet reviewed

    Undisclosed
    $50 - $99 / hr
    2 - 9
    Luton, England

    Services provided

    20% Financial Advising & Planning
    60% Accounting
    20% Finance & Accounting Outsourcing (FAO)

    Focus Areas

    10% Stocks Portfolio Management
    25% Wealth & Asset Management
    20% Mortgage & Loan Brokerage +4
    15% Debt Consulting
    10% Actuarial Services
    10% Retirement Planning
    10% Securities Brokerage

    Founded in 2023, Ola Accountancy, a small Accounting company, is in Luton, England. Their services include Accounting and Finance & Accounting Outsourcing (FAO).

    Read more
    View Profile
  • GrowInEgypt Logotype

    GrowInEgypt

    Not yet reviewed

    $50,000+
    Undisclosed
    2 - 9

    Services provided

    20% Financial Advising & Planning
    40% Funding & Investment
    25% Financial Consulting +1
    15% Business Valuation Services

    Focus Areas

    10% Stocks Portfolio Management
    50% Debt Consulting
    20% Wealth & Asset Management +2
    10% Mortgage & Loan Brokerage
    10% Securities Brokerage

    Launched in 2025, GrowInEgypt is a small Funding & Investment company. Their services include Funding & Investment and Financial Consulting.

    Read more
    View Profile
  • MPVD & Associates Logotype

    Not yet reviewed

    $1,000+
    < $25 / hr
    10 - 49
    Kolkata, India

    Services provided

    15% Financial Advising & Planning
    50% Accounting
    20% Corporate Law +1
    15% Financial Consulting

    Focus Areas

    10% Stocks Portfolio Management
    35% Debt Consulting
    35% Wealth & Asset Management +2
    10% Actuarial Services
    10% Retirement Planning

    Founded in 2014, MPVD & Associates is an Accounting company. Their team specializes in Accounting and Corporate Law.

    Read more
    View Profile
  • SK Financial Services Logotype

    SK Financial Services

    Not yet reviewed

    $1,000+
    $25 - $49 / hr
    10 - 49

    Services provided

    10% Financial Advising & Planning
    60% Accounting
    15% Finance & Accounting Outsourcing (FAO) +1
    15% Financial Consulting

    Focus Areas

    15% Stocks Portfolio Management
    25% Actuarial Services
    20% Debt Consulting +4
    15% Wealth & Asset Management
    10% Retirement Planning
    10% Securities Brokerage
    5% Mortgage & Loan Brokerage

    SK Financial Services is an Accounting company launched in 2017. The agency focuses on Accounting and Finance & Accounting Outsourcing (FAO).

    Read more
    View Profile
  • Globus Prosourcing Logotype

    Not yet reviewed

    $1,000+
    < $25 / hr
    10 - 49
    Surry Hills, Australia

    Services provided

    15% Financial Advising & Planning
    30% Accounting
    15% Back Office Outsourcing +3
    15% Business Valuation Services
    15% Fractional CFO Services
    10% Financial Consulting

    Focus Areas

    10% Stocks Portfolio Management
    20% Wealth & Asset Management
    15% Actuarial Services +4
    15% Debt Consulting
    15% Retirement Planning
    15% Securities Brokerage
    10% Mortgage & Loan Brokerage

    Globus Prosourcing, an Accounting company, was established in 2024. In Surry Hills, Australia, the team specializes in Accounting and Fractional CFO Services.

    Read more
    View Profile
  • BANSILAL SHAH & CO. Logotype

    BANSILAL SHAH & CO.

    Not yet reviewed

    Undisclosed
    $50 - $99 / hr
    10 - 49

    Services provided

    10% Financial Advising & Planning
    15% Accounting
    10% Business Valuation Services +7
    10% Compliance Consulting
    10% Corporate Law
    10% Finance & Accounting Outsourcing (FAO)
    10% Financial Consulting
    10% Fractional CFO Services
    10% Tax Law
    5% HR Outsourcing

    Focus Areas

    15% Stocks Portfolio Management
    25% Debt Consulting
    25% Mortgage & Loan Brokerage +2
    25% Wealth & Asset Management
    10% Securities Brokerage

    BANSILAL 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).

    Read more
    View Profile
  • Anovasolution Services Logotype

    Anovasolution Services

    Not yet reviewed

    Undisclosed
    $25 - $49 / hr
    2 - 9

    Services provided

    15% Financial Advising & Planning
    25% Accounting
    25% Finance & Accounting Outsourcing (FAO) +3
    15% Tax Law
    10% Data Annotation Services
    10% Fractional CFO Services

    Focus Areas

    10% Stocks Portfolio Management
    30% Actuarial Services
    30% Mortgage & Loan Brokerage +2
    20% Wealth & Asset Management
    10% Securities Brokerage

    Anovasolution 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.

    Read more
    View Profile
  • DXP Associates Logotype

    DXP Associates

    Not yet reviewed

    Undisclosed
    < $25 / hr
    2 - 9

    Services provided

    10% Financial Advising & Planning
    40% Finance & Accounting Outsourcing (FAO)
    20% Accounting +3
    10% Business Consulting
    10% Business Valuation Services
    10% Financial Consulting

    Focus Areas

    15% Stocks Portfolio Management
    40% Wealth & Asset Management
    30% Debt Consulting +1
    15% Retirement Planning

    DXP Associates is a Finance & Accounting Outsourcing (FAO) company established in 2016. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.

    Read more
    View Profile
  • Khafihan Logotype

    Khafihan

    Not yet reviewed

    $1,000+
    $50 - $99 / hr
    2 - 9

    Services provided

    15% Financial Advising & Planning
    30% Business Continuity Management
    20% Branding +2
    20% HR Consulting
    15% Event Management

    Focus Areas

    10% Stocks Portfolio Management
    60% Wealth & Asset Management
    20% Debt Consulting +2
    5% Retirement Planning
    5% Securities Brokerage

    Khafihan 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.

    Read more
    View Profile
  • MATH LLC Logotype

    Not yet reviewed

    $1,000+
    $100 - $149 / hr
    10 - 49
    Austin, TX

    Services provided

    10% Financial Advising & Planning
    75% Accounting
    15% Tax Law

    Focus Areas

    10% Stocks Portfolio Management
    30% Retirement Planning
    25% Debt Consulting +2
    20% Wealth & Asset Management
    15% Mortgage & Loan Brokerage

    MATH LLC is an Austin, Texas-based Accounting company. The team offers Accounting and Tax Law.

    Read more
    View Profile
  • Wealthy Wave Accounting Inc Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Mississauga, Canada

    Services provided

    10% Financial Advising & Planning
    20% Accounting
    10% Commercial Financing +6
    10% Finance & Accounting Outsourcing (FAO)
    10% Finance Law
    10% Financial Consulting
    10% Funding & Investment
    10% Insurance Services & Brokers
    10% Tax Law

    Focus Areas

    10% Stocks Portfolio Management
    20% Mortgage & Loan Brokerage
    20% Retirement Planning +4
    20% Wealth & Asset Management
    10% Actuarial Services
    10% Debt Consulting
    10% Securities Brokerage

    Wealthy 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).

    Read more
    View Profile
  • LED NATION LLC Logotype

    LED NATION LLC

    Not yet reviewed

    $1,000+
    $100 - $149 / hr
    2 - 9

    Services provided

    10% Financial Advising & Planning
    10% Back Office Outsourcing
    10% Business Consulting +7
    10% Content Marketing
    10% Corporate Training & Coaching
    10% Ecommerce Marketing
    10% Finance & Accounting Outsourcing (FAO)
    10% Logistics & Supply Chain Consulting
    10% Market Research
    10% Supply Chain Management

    Focus Areas

    10% Stocks Portfolio Management
    35% Debt Consulting
    30% Mortgage & Loan Brokerage +1
    25% Wealth & Asset Management

    LED 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.

    Read more
    View Profile

Tell us what you need — we’ll match you with top agencies in minutes.

Get My Matches
tracking image

Why Trust Clutch

At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.

Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.

Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.

We evaluate service providers using a structured methodology that combines:

  • In-depth client interviews and ratings
  • Comprehensive project details
  • Market presence
  • Portfolio examples and industry recognition

This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.

Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.

We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.

Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.

Ability to deliver
Focus
Clutch Leaders Matrix

Rollover to see company insights or click a company below for more details.

1 SoftPak Financial Systems, Inc
2 MaxSource Private Limited
3 Livvity
4 Cardem Consulting
5 Asesora
6 PND50 Co., Ltd.
7 The CPA Group
8 Coin Masters

List of the Top 8 Stock Portfolio Management Companies

  1. SoftPak Financial Systems, Inc Logotype

    SoftPak Financial Systems, Inc

    $75,000+
    $25 - $49 / hr
    50 - 249
    Wayland, MA

    Ability to deliver

    16.6/40.0
    16.6/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    50% Stocks Portfolio Management
    50% Other
    View Profile Visit Website
  2. MaxSource Private Limited Logotype

    MaxSource Private Limited

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

    Ability to deliver

    22.2/40.0
    16.2/20 Reviews
    3/10 Clients & Experience
    3/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    45% Stocks Portfolio Management
    90% Other
    View Profile Visit Website
  3. Livvity Logotype

    Livvity

    $1,000+
    $100 - $149 / hr
    10 - 49
    Al Batayih, United Arab Emirates

    Ability to deliver

    21/40.0
    16.4/20 Reviews
    0/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    40% Financial Advising & Planning
    15% Stocks Portfolio Management
    60% Other
    View Profile Visit Website
  4. Cardem Consulting Logotype

    Cardem Consulting

    $1,000+
    $50 - $99 / hr
    2 - 9
    Barranquilla, Colombia

    Ability to deliver

    20.7/40.0
    16.2/20 Reviews
    1.4/10 Clients & Experience
    3/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    15% Stocks Portfolio Management
    90% Other
    View Profile Visit Website
  5. Asesora Logotype

    Asesora

    Undisclosed
    Undisclosed
    250 - 999
    Dubai, United Arab Emirates

    Ability to deliver

    16.4/40.0
    16.4/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    15% Stocks Portfolio Management
    90% Other
    View Profile Visit Website
  6. PND50 Co., Ltd. Logotype

    PND50 Co., Ltd.

    $1,000+
    $300+ / hr
    2 - 9
    Bangkok, Thailand

    Ability to deliver

    17/40.0
    17/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    25% Financial Advising & Planning
    15% Stocks Portfolio Management
    75% Other
    View Profile Visit Website
  7. The CPA Group Logotype

    The CPA Group

    $5,000+
    $300+ / hr
    10 - 49

    Ability to deliver

    16.4/40.0
    16.4/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    15% Stocks Portfolio Management
    80% Other
    View Profile Visit Website
  8. Coin Masters Logotype

    Coin Masters

    $5,000+
    $50 - $99 / hr
    2 - 9

    Ability to deliver

    16.2/40.0
    16.2/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    20% Stocks Portfolio Management
    80% Other
    View Profile Visit Website
  9. Equirus Wealth Logotype

    Equirus Wealth

    $1,000+
    Undisclosed
    50 - 249
    Mumbai, India

    Ability to deliver

    7.4/40.0
    0/20 Reviews
    2.4/10 Clients & Experience
    5/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    30% Stocks Portfolio Management
    50% Other
    View Profile Visit Website
  10. IRIS Business Services Ltd Logotype

    IRIS Business Services Ltd

    Undisclosed
    Undisclosed
    250 - 999
    Navi Mumbai, India

    Ability to deliver

    7.4/40.0
    0/20 Reviews
    2.1/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    100% Financial Advising & Planning
    15% Stocks Portfolio Management
    View Profile Visit Website
  11. Kreditwala Logotype

    Kreditwala

    $5,000+
    Undisclosed
    250 - 999
    Delhi, India

    Ability to deliver

    5.8/40.0
    0/20 Reviews
    2.4/10 Clients & Experience
    3.4/10 Market Presence

    Service focus

    40% Financial Advising & Planning
    15% Stocks Portfolio Management
    60% Other
    View Profile Visit Website
  12. Wealth Note Logotype

    Wealth Note

    Undisclosed
    Undisclosed
    10 - 49
    Pune, India

    Ability to deliver

    3.9/40.0
    0/20 Reviews
    0/10 Clients & Experience
    3.9/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    50% Stocks Portfolio Management
    50% Other
    View Profile Visit Website
  13. ETFmatic Logotype

    ETFmatic

    Undisclosed
    Undisclosed
    10 - 49
    Madrid, Spain

    Ability to deliver

    4.2/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.2/10 Market Presence

    Service focus

    40% Financial Advising & Planning
    70% Stocks Portfolio Management
    60% Other
    View Profile Visit Website
  14. Ledger Labs, Inc. Logotype

    Ledger Labs, Inc.

    $1,000+
    $50 - $99 / hr
    50 - 249

    Ability to deliver

    5.2/40.0
    0/20 Reviews
    1/10 Clients & Experience
    4.2/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    15% Stocks Portfolio Management
    50% Other
    View Profile Visit Website
  15. Findoc Logotype

    Findoc

    Undisclosed
    Undisclosed
    50 - 249
    Ludhiana, India

    Ability to deliver

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

    Service focus

    50% Financial Advising & Planning
    100% Stocks Portfolio Management
    50% Other
    View Profile Visit Website
  16. Mint Financial Services Logotype

    Mint Financial Services

    $1,000+
    Undisclosed
    10 - 49
    Old Sarum, England

    Ability to deliver

    6.1/40.0
    0/20 Reviews
    2.1/10 Clients & Experience
    4/10 Market Presence

    Service focus

    100% Financial Advising & Planning
    15% Stocks Portfolio Management
    View Profile Visit Website
  17. MNS Credit Management Group Private Ltd. Logotype

    MNS Credit Management Group Private Ltd.

    Undisclosed
    Undisclosed
    250 - 999
    New Delhi, India

    Ability to deliver

    4.1/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.1/10 Market Presence

    Service focus

    30% Financial Advising & Planning
    15% Stocks Portfolio Management
    70% Other
    View Profile Visit Website
  18. Cedars Business Services Logotype

    Cedars Business Services

    Undisclosed
    Undisclosed
    50 - 249
    Calabasas, CA

    Ability to deliver

    4.4/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.4/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    15% Stocks Portfolio Management
    50% Other
    View Profile Visit Website
  19. Vistica Wealth Advisors Logotype

    Vistica Wealth Advisors

    Undisclosed
    Undisclosed
    2 - 9
    Carlsbad, CA

    Ability to deliver

    6.8/40.0
    0/20 Reviews
    2.1/10 Clients & Experience
    4.7/10 Market Presence

    Service focus

    100% Financial Advising & Planning
    15% Stocks Portfolio Management
    View Profile Visit Website
  20. Unique Investment Advisors Logotype

    Unique Investment Advisors

    Undisclosed
    Undisclosed
    2 - 9
    Phoenix, AZ

    Ability to deliver

    3.4/40.0
    0/20 Reviews
    0/10 Clients & Experience
    3.4/10 Market Presence

    Service focus

    65% Financial Advising & Planning
    80% Stocks Portfolio Management
    35% Other
    View Profile Visit Website
  21. Credit Vision LLC Logotype

    Credit Vision LLC

    Undisclosed
    Undisclosed
    50 - 249
    Cape Coral, FL

    Ability to deliver

    3.9/40.0
    0/20 Reviews
    0/10 Clients & Experience
    3.9/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    15% Stocks Portfolio Management
    50% Other
    View Profile Visit Website
  22. My Wealth Solutions Logotype

    My Wealth Solutions

    Undisclosed
    Undisclosed
    10 - 49
    Newstead, Australia

    Ability to deliver

    4.1/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.1/10 Market Presence

    Service focus

    70% Financial Advising & Planning
    25% Stocks Portfolio Management
    30% Other
    View Profile Visit Website
  23. Accruon Consultants Logotype

    Accruon Consultants

    Undisclosed
    $25 - $49 / hr
    50 - 249
    Dubai, United Arab Emirates

    Ability to deliver

    3.7/40.0
    0/20 Reviews
    0/10 Clients & Experience
    3.7/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    15% Stocks Portfolio Management
    50% Other
    View Profile Visit Website

Get matched with the 5 best-fit agencies for your project—in 4 minutes or less.