Resonant Capital Advisors

SOUND PERSPECTIVE.

General Information
Company Name
Resonant Capital Advisors
Founded Year
2018
Location (Offices)
Madison, United States +2
Founders / Decision Makers
Number of Employees
19
Industries
Finance, Financial Services
Funding Stage
-
Social Media

Resonant Capital Advisors - Company Profile

Resonant Capital Advisors is a Wealth and Asset Management firm based in Madison, Wisconsin and founded in 2018. The company's slogan, "SOUND PERSPECTIVE", reflects its commitment to providing insightful and strategic financial guidance. Resonant's focus on serving institutional and high net-worth clients sets it apart, with a particular emphasis on multi-generational family businesses, entrepreneurs, and practice- or firm-owning professionals. In addition to planning and investment solutions, Resonant stands out for its provision of business transition planning, outsourced chief investment officer, and family office services. The company's collaborative approach is a key strength, as its team members regularly coordinate with clients’ outside service providers including tax, legal, banking, and insurance professionals. The firm's dedication to comprehensive, tailored services positions it as a valuable partner in clients' financial success and long-term planning. As a niche player in the Finance and Financial Services industries, Resonant Capital Advisors has established a strong reputation for its personalized approach and in-depth expertise. While the company's last investment and investors are not yet publicly known, its commitment to delivering tailored financial solutions in the United States contributes to its standing as an intriguing prospect for potential investors seeking opportunities in the wealth and asset management sector.

Taxonomy: Wealth Management, Financial Planning, Investment Solutions, Business Transition Planning, Outsourced CIO Services, Family Office Services, Multi-generational Family Businesses, High Net-Worth Clients, Entrepreneurs, Estate Planning, Madison, Wisconsin, Institutional Clients

Funding Rounds & Investors of Resonant Capital Advisors (0)

View All

There is no investment information

Latest News of Resonant Capital Advisors

View All

No recent news or press coverage available for Resonant Capital Advisors.

Similar Companies to Resonant Capital Advisors

View All
Maridea Wealth Management - Similar company to Resonant Capital Advisors
Maridea Wealth Management Trust, hospitality and fiduciary. We are an SEC-registered advisory firm that provides comprehensive financial solutions
Tarbox Family Office, Inc. - Similar company to Resonant Capital Advisors
Tarbox Family Office, Inc. The next level of wealth management.
Tamar Fink, Inc - Similar company to Resonant Capital Advisors
Tamar Fink, Inc We work with highly successful families, their advisors and non-profits to ignite WEALTH IMPACT.
Harbor Family Office Services - Similar company to Resonant Capital Advisors
Harbor Family Office Services Life Simplified. Proactive Solutions.
Tanglewood Legacy Advisors, LLC - Similar company to Resonant Capital Advisors
Tanglewood Legacy Advisors, LLC “Building and Preserving Legacies for Private Business Owners and Family Stewards”