Seed Wealth Management Companies

Plenty is a financial planning application that aims to help users achieve financial freedom.

Transforming Investment Distribution:

AI co-piloted portfolio management made simple

Eko enables banks and credit unions to offer a digital investment solution without them having to build anything or hire anyone

A financial wellness platform blending psychology with money management, empowering employees to achieve their financial goals.

Xaver combines personalised digital funnels with AI-assisted personal customer interactions to forge a seamless omni-channel experience.

Adelphi Trust provides trust and wealth management services

Track all your wealth. In one place.

Bite Investments is a global fintech company that provides software-as-a-service to asset managers and enhances connectivity to investors.

Next-Gen Investing for 100m Underserved Europeans

DoorFeed is Europe's alternative asset manager leveraging proprietary technology to power real estate investments with scale and precision.

A secure platform for clarity and visibility across complex investment portfolios - Making it easy to follow the money

The Generative Finance Platform for Wealth Management

Plannix Inc. is a WealthTech company focused on building a financial planning platform specifically tailored for individual investors.

Artscapy lower barriers to entry in Art Collecting and Investing. The first Art Wealth-tech.

Berilium is a financial technology company that provides access to private markets for investors.

Blockchain trading company of luxury watches

Bloom helps Americans learn to invest and build wealth through interactive financial lessons.

Pluto is an AI-powered lending platform that lets investors borrow against private assets, with repayment from future distributions.

Scout is a financial planning company that offers financial education, wealth management, and tax preparation services for athletes.

TILLIT is a DIY investment platform offering funds, investment trusts and ETFs to retail investors.

Wellthi offers a B2B embedded virtual branch that lives inside mobile banking apps.

WieldMore offers portfolio management, risk management, and liquidity management.

Tribevest is OS and banking platform for Investor Groups

NOYACK is an agentic AI company that helps users with wealth management and offers personalized financial guidance.