Seed Wealth Management Companies

Lateral exists solely to reinvent health and wealth goods for fit, energetic adults over the age of 60, and has no plans to stop.

Sherpas is a provider of an AI-native infrastructure platform for financial advisors and wealth management firms.

DreamFi is a financial services company that offers various services like money management, bill payments, and banking solutions.

Bridge is an AI platform that streamlines alternative investment management solutions for wealth management firms.

The fastest way to launch retirement plans. Powered by AI, backed by real humans.

The Beans offers a software application platform that creates personalized cash flow plans designed for its users.

Building the financial institution of the future.

LEA is a SaaS company that offers an AI-powered workflow automation suite for wealth management services.

AI WEALTH PLANNING AGENT

Wealth-management, Fintech, Froots is an online wealth manager that helps their clients to obtain long-term financial freedom.

Motif is a personal wealth management mobile app for on-chain finance targeting mass affluent crypto curious customers.

API that provides standardised, real-time access to any type of financial asset held by any entity.

Colb offers financial services focused on optimizing financial operations and enhancing efficiency.

Treble Peak connects wealth managers and investors with private market opportunities, enabling portfolio diversification and fund growth.

Yellowbridge Partners focused on acquiring businesses within the workforce training, development, and compliance scetor.

Empowering the world connect with money, better, by helping investors find the best advisor for them.

Mili is a wealth advice platform that provides software for streamlining workflows for financial advisors.

FINNY is an AI prospecting tool that provides technology solutions for financial advisors.

Sandbox Wealth is a turnkey private banking platform for non-bank financial institutions.

Osyte is a SaaS liquidity management and capital call management solution for alternative investments and private assets.

Uprise is building wealth management for all - bringing the tools and the tricks of the 1% to everyone :)

LUXUS is a venture backed wealthtech luxury alternative asset managing leveraging experiences for the first time

Banrion uses cutting edge technology to help independent advisors scale alternative investments.

Figg is an AI-driven digital wealth management ecosystem that utilizes state-of-the-art technologies to deliver curated insights

WealthOS is an API, enterprise, core wealth management platform built that accelerates digital adoption for wealth management industry.