Series A Wealth Management Companies

Finloop is an AI‑powered Web5 wealth‑tech platform that offers wealth management and insurance products to financial institutions.

Vincent is an alternative investment search engine offering investors access to private market investing.

Carry helps business owners and modern professionals build wealth.

CapIntel is an investment sales platform used by thousands of financial advisors and asset management sales teams in North America.

Crescenta offers access to investment in Private Equity Funds to the general public through education and digitalization

Eaglebrook Advisors is a crypto-focused investment firm.

Etico provides wealth management and advisory solutions to U.S. investors and investment advisors.

The operating backbone unifying data, systems, and workflows for modern wealth enterprises.​

Surfin is a financial services company that offers wealth management and risk management tools through fintech applications.

Wealthyhood is a wealth-building app that enables individuals to learn, save, and invest in a private manner.

Summit Wealth Systems is a cloud software company that enables wealth managers and their clients with abundance.

PictureWealth is a technology company focused on improving the financial know-how of people across the planet.

Streetbeat is a B2B AI platform serving wealth managers and brokers to revenues through automation.

Basic Capital is a retirement investment platform that enhances retirement savings by providing financing options within IRAs and 401(k)s.

Seeds empowers financial advisors to more deeply understand investors and to automatically deliver custom portfolios that align.

RockFi is a private management company offering wealth management services.

GenAI Real Estate Wealth Management Platform

Jump is an AI assistant for financial advisors that automatically creates notes, manages tasks, and streamlines compliance.

Savvy Wealth is a technology-enabled wealth management firm.

Ramify is a wealth management platform that provides ETF, SCPI, and private equity recommendations, management, and selection.

Goalsetter is a family-focused financial education and wealth-building platform provider making learning about finance fun and interactive.

Harness Wealth provides the next generation of builders confidence in their best financial future.

FELS operates the leading marketplace for digital wealth management strategies - FollowMyMoney

LINK enables partners to drive business through transformative workplace savings technology

We are on a mission to democratise crypto wealth management by making it fun, fair and community-centric.