Series B Wealth Management Companies

Award-winning AI solutions to transform financial services productivity and compliance

Multi-carrier, digital life insurance platform that is white-labeled and distributed through financial institutions

Ellevest provides an engaging investing experience to help women meet their financial goals in life.

Wealth.com provides an AI-powered platform that helps wealth management firms deliver estate and tax planning.

JIFFY.ai helps wealth firms boost productivity, enhance client engagement, and streamline onboarding, servicing & data management with AI.

Blanco's mission is to facilitate wealth and asset managers in growing their business, by letting them focus on clients and investments.

Jump provides an artificial intelligence platform designed for financial advisors and other financial services professionals.

Sharegain is a capital markets fintech democratising the $3tn securities lending industry.

Finary is a platform that allows everybody to track and manage their wealth online.

Arch digitally manages private investment operations for investors and investment advisors.

Savvy Wealth is a technology-enabled wealth management firm that provides a digital-first platform for financial advisors.

Zoe Financial is a wealth management platform that connects people with independent investment advisors for investment management.

Flanks is redefining the wealth management industry worldwide.

OneVest is a Wealth-as-a-Service platform that provides wealth management and financial services to enterprises.

Safewill offers digital estate planning services for end-of-life arrangements.

Vanilla is an estate planning software platform designed for financial advisors, estate planners, and family offices.

Enterprise-ready, digital wealth management solutions

Kristal.AI develops a digital private wealth platform designed to make premium investments available to the masses.