Every new New York business filing, every dayNew Wealth Management Businesses in Albany, NY
7 wealth management businesses recently registered in Albany, New York.
Updated October 7, 2026 · Most recent business filing Aug 12, 2026

Every new New York filing, every day
See how it worksAbout Wealth Management Businesses in Albany
This page lists new wealth management businesses registered in Albany, New York. We currently track 7, sourced directly from the New York Division of Corporations and refreshed daily as new wealth management companies file.
Recent additions include Meridian Wealth Advisors, GEinvest Fund USA, and Saratoga Private Wealth. The most recent wealth management business filing was on Aug 12, 2026.
Each entry shows the filing date and, where we can verify it, the owner name and contact details. If you sell to wealth management businesses in Albany, this is one of the freshest prospect lists in the market.
All Filings
Meridian Wealth Advisors
Aug 12, 2026Meridian Wealth Advisors LLC operates as a wealth advisory firm at 3600 North Capital of Texas Highway, Austin, TX. The website describes coordinating investment management, tax planning, and estate planning to deliver customized wealth plans.
GEinvest Fund USA
Feb 17, 2026GEINVEST FUND USA INC. The LLC filing shows a principal address in Albany, NY, likely a registered agent location.
Saratoga Private Wealth
Nov 27, 2025Saratoga Private Wealth is a wealth management firm located at 229 Washington St, Saratoga Springs, NY, offering investment management and financial advisory services. The website tagline emphasizes unconventional thinking and personal guidance.
Parkwoods Wealth Partners
Nov 21, 2025Parkwoods Wealth Partners is a wealth management firm offering financial advisory and legacy planning services. The business is headquartered in Syracuse, New York, and was recently launched by a team of industry veterans, as reported in a news article.
Eversource Wealth Advisors
Oct 7, 2025Eversource Wealth Advisors is a wealth management firm based in Birmingham, AL, offering comprehensive financial planning and advisory services. The website emphasizes a Christian RIA platform and lists a team of advisors. The LLC is registered in Albany, NY, likely as a legal entity.
Affluence
Sep 8, 2025It is based in Brooklyn, NY. The LLC filing is in Albany, NY, suggesting a potential registered agent address discrepancy, but the industry and name alignment indicate a probable match.
Atlas Management Partners
Jan 16, 2025Atlas Management Partners, Inc. is likely the management or holding company for Atlas Private Wealth Management LLC, a wealth management firm located at 3 Atrium Dr, Albany, NY. The firm offers financial advisory and private wealth services, as indicated by multiple directory listings and professional profiles.
Sign up to see verified contact details for this business and 7 others in Albany
Build My Campaign FreeTurn fresh new businesses into your next customers
We find newly registered businesses, verify their contact details, and build the campaign. You review everything before anything sends.
Build My Campaign Free ›