New 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

7
Total Filings
Aug 12, 2026
Most Recent
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About 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, 2026
Wealth ManagementVerifiedAlbany, NY · Albany Co.

Meridian 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, 2026
Wealth ManagementVerifiedAlbany, NY · Albany Co.

GEINVEST FUND USA INC. The LLC filing shows a principal address in Albany, NY, likely a registered agent location.

Saratoga Private Wealth

Nov 27, 2025
Wealth ManagementVerifiedAlbany, NY · Albany Co.

Saratoga 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, 2025
Wealth ManagementVerifiedAlbany, NY

Parkwoods 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, 2025
Wealth ManagementVerifiedAlbany, NY · Albany Co.

Eversource 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, 2025
Wealth ManagementVerifiedAlbany, NY · Albany Co.

It 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, 2025
Wealth ManagementVerifiedAlbany, NY · Albany Co.

Atlas 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.

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7 New Wealth Management LLCs in Albany, NY | DayOneLead