About Resonant Capital Advisors
Resonant Capital Advisors is a Financial Services company based in Madison (United States) founded in 2018. It offers financial planning, investment management, and advisory for families and businesses. It operates on a B2B model in Financial Services and Business Services sectors. Resonant Capital Advisors offers products and services including Financial Planning, Investment Solutions, and Advisory Solutions. Its focus areas include Finance, Wealth Management, Investment Advisory and Family Wealth. Its legal entity is Resonant Capital Advisors, LLC. Its competitors include LUXUS, Safened, Siyinjia, Yijinrong and Angel One Wealth and 3 more; 4 of its 8 listed competitors have raised funding.
Company details
Resonant Capital Advisors is an independent firm specializing in financial planning, investment solutions, and advisory services for complex family wealth. They develop tax-efficient portfolios, manage risks, and handle estate planning while incorporating insurance and philanthropy strategies. Based in Madison and Milwaukee, Wisconsin, they serve multi-generational families and businesses with personalized, fiduciary advice to ensure comprehensive wealth management.
- Headquarters Madison, United States
- SectorsFinancial ServicesBusiness Services
- Email••••••••
- Phone•••• ••••
- Website resonantcapital.com
- Social LinkedIn
- Legal Name Resonant Capital Advisors, Llc
Products & Services of Resonant Capital Advisors
Resonant Capital Advisors offers a comprehensive portfolio of products and services, including Financial Planning, Investment Solutions, and Advisory Solutions.
Develops strategies for risk management and estate planning
Builds tax-efficient portfolios for asset reporting
Provides guidance for multi-generational family wealth needs
People of Resonant Capital Advisors
17 people are tracked at Resonant Capital Advisors (7 in leadership, 10 in team).
| Name | Role | Group |
|---|---|---|
Dan Blake | COO & Director, Alternatives | Leadership |
Walter Dewey | CEO & Chief Investment Strategist | Leadership |
Jill Derr | CFO & Director, Client Financial Organization | Leadership |
Richard Thompson | Chief Investment Officer | Leadership |
TJ Marini | Director of Business Development | Leadership |
Bradley O'Loughlin | Director of Financial Planning | Leadership |
David Devito | Director of Trading, Investments & Investment Operations | Leadership |
Leah Sevcik | Client Service & Marketing Associate | Team |
Rebecca Schmidt | CCO & Senior Client Service Administrator | Team |
Carl Dewey | Investment Analyst | Team |
Barbara Herro | Client Service Leader | Team |
Ian Joyce | Portfolio Manager, Alternatives Sourcing Manager | Team |
Josh Koeck | Portfolio Manager | Team |
Logan Knecht | Financial Planning & Client Relationship Associate | Team |
Samantha Williams | Financial Planning & Client Service Assistant | Team |
Mary Fredrick | Tax Manager & Client Service Coordinator | Team |
Heather Dettmann | Client Service Associate | Team |
Complete people profiles for Resonant Capital Advisors
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Competitors of Resonant Capital Advisors
Resonant Capital Advisors has 8 listed competitors in our database, 4 of them funded. They include LUXUS, Safened, Siyinjia, Yijinrong and Angel One Wealth, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| luxusco.com | 2021 | New York, United States | $9.37M | – | Online fractional investment platform for luxury assets | |
| safened.com | 2013 | London, United Kingdom | $16.75M | 1 | Deposit accounts are managed for investors at EU partner banks. | |
| siyinjia.com | 2014 | Shanghai, China | $10M | – | Functions as a wealth management platform for clients. | |
| yzmoney.com | 2015 | Shanghai, China | $5.79M | – | Yijinrong is an online platform for financial planning tailored to new ventures. | |
| aowealth.in | 2023 | Mumbai, India | – | 86 | Offers digital wealth management and investment services for high-net-worth individuals. | |
| takaud.com | 2011 | Manama, Bahrain | – | – | An online portal for savings, investments, and pensions in the MENA region. | |
| upfunds.in | 2017 | Bengaluru, India | – | – | Operates an online platform offering wealth management products and services for individual investors. | |
| glaxisllc.com | 2005 | Sarasota, United States | – | 6 | Provides financial planning and advisory services. |
Detailed competitors of Resonant Capital Advisors
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Web traffic of Resonant Capital Advisors
The website of Resonant Capital Advisors (resonantcapital.com) receives about 2.4K visits a month.
- Monthly visits2.4K
▲ 88.3% vs previous month
Top companies in Single Family Offices
10 companies that operate in the same segment as Resonant Capital Advisors (Single Family Offices), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Diversified operations are conducted across multiple industries by LuLu Group. | 2000 | Abu Dhabi, Abu Dhabi, United Arab Emirates | USD 2 B | USD 65.77 M | – | |
Diversified asset management services are offered by EPIQ. | 2018 | San Francisco, California, United States | – | – | 58 | |
Family office of Alison Davis and Matthew C. Le Merle | 2005 | San Francisco, California, United States | – | – | – | |
Investments are directed by the Wallenberg family into Nordic sectors. | 1916 | Stockholm, Sweden | – | USD 9.09 B | 17,400 | |
Develops & builds residential & commercial buildings backed by the Durse Family | 1915 | New York, New York, United States | – | – | – | |
Venture capital is provided to Canadian tech and offline companies. | 1998 | Toronto, Ontario, Canada | – | – | – | |
Family office firm | 2013 | Rye, New York, United States | – | – | – | |
Venture capital firm | 2001 | London, England, United Kingdom | – | – | 7 | |
Industrial, real estate, and financial assets are invested in globally. | 1981 | Brilon, Nordrhein-westfalen, Germany | – | – | 36 | |
Family office focused on food industry | 1971 | Rheda-wiedenbruck, North Rhine-westphalia, Germany | – | – | – |
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Related news about Resonant Capital Advisors
Complete news archive for Resonant Capital Advisors
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Frequently Asked Questions about Resonant Capital Advisors
Resonant Capital Advisors was founded in 2018.
Resonant Capital Advisors is headquartered in Madison, United States. It is registered at Madison, Wisconsin, United States.
Resonant Capital Advisors is an independent firm specializing in financial planning, investment solutions, and advisory services for complex family wealth. They develop tax-efficient portfolios, manage risks, and handle estate planning while incorporating insurance and philanthropy strategies. Based in Madison and Milwaukee, Wisconsin, they serve multi-generational families and businesses with personalized, fiduciary advice to ensure comprehensive wealth management.
Resonant Capital Advisors offers Financial Planning, Investment Solutions, and Advisory Solutions.
Resonant Capital Advisors operates through Resonant Capital Advisors, Llc.