Series A Wealth Management Companies

Masttro is a financial technology company that provides wealth information solutions for high-net worth families and family offices.

Casa helps consumers and companies securely store cryptocurrencies and manage private keys.

Nada is the platform helping homeowners achieve financial freedom through their home equity

Ant Money is a financial technology software platform that allows users to earn money for engaging with brands and sharing personal data.

FINNY is an AI-powered prospecting and marketing platform that helps financial advisors identify and connect with potential clients.

Nevis is the world's first AI-powered platform designed specifically for wealth management.

Wealth Management Platform, AI for Wealth Management

Is a wealthtech project that uses proprietary breakthrough technology and AI to search for market opportunities with high potential return.

Tech-enabled brokerage helping everyone protect what matters most.

European fintech distributing private market funds (PE, debt, infrastructure) to wealth managers via marketplace and white-label tech.

Lendtable provides income-constrained individuals with wealth-building cash advances.

YieldX introduces a fixed income investing with an end-to-end digital platform that powers personalization at scale.