Companies in the wealth management sector developing innovative solutions and technologies.
Explore 341 recently funded wealth management companies with verified founder contact information and fundraising data.
InvestSuite is a global fintech providing automated investment solutions to financial institutions of all sizes.
Seraphonic builds real-time AI agents for support, sales, and interactive media at wealth management Industry.
Balance helps businesses earn market interest on their cash - without switching banks.
Standard Premium Finance provides investment and insurance services to individuals and businesses.
Your new favourite investment platform. Brought to you by former Revolut executives.
Entaar offers the cloud service "Entaar Cloud" to assist companies in their digital transformation.
Strong Capital Markets is a wealth advisors group that provides investment banking services for companies and investment vehicles.
Europe's leading investment platform for earning regular passive income, authorized under MiFID with multiple industry awards.
Real Asset Management is a wealth and asset manager specializing in real estate, credit, and private equity markets.
Kinterra Capital is a private equity firm focused on investing in the critical metals required to advance the energy transition.
Elayne enables families to create generational wealth by streamlining estate planning and settlements on a single, integrated platform.
Wahed is an online Halal investing platform that focuses on financial inclusion through accessible, affordable, and values-based investing.
Willow Hill is an investment firm that invests in and acquires potentital business firms.
StashAway is a wealth management platform that delivers personalized portfolio management to both retail and accredited investors.
Hedge Funds, Mutual Funds, Venture Capital
PoM WM is an investment platform designed to support financial advisors in providing comprehensive wealth management services.
Visible Wealth Management is a next generation investment advisory business using the ALPHABETA technology platform.
AI-powered wealth and technology for individuals and professionals. Built to reach millions more.
Aption provides equity pooling solutions for founders, executives and early employees to protect startup equity value.
Valur democratizes access to advanced tax-mitigation strategies that historically have been limited to well-established family offices.
Alkymi is the first end-to-end solution for turning your private markets data into actionable insights.
SmartAsset is an online destination for financial advice that powers SmartAdvisor, a marketplace connecting consumers to financial advisors.
Own Up is a technology company that helps consumers shop for a mortgage
Beam, formerly known as Edquity, provides intelligent workflows to power public sector programs.
The wealth management sector is an active area of startup innovation and venture capital investment. Companies in this space are developing new technologies, platforms, and services that address evolving market needs and create new business opportunities.
Wealth Management companies raise capital across various funding stages, from early seed rounds to late-stage growth financing. Investor interest in this sector is driven by the size of the addressable market, the pace of technology adoption, and the potential for scalable business models.
The wealth management sector is expected to continue evolving as technology advances, market dynamics shift, and new opportunities emerge. Companies that demonstrate strong product-market fit, efficient growth, and clear competitive advantages are well-positioned to attract continued investment.
Here is how funding is distributed among the 341 wealth management companies tracked in the VCBacked database.
Companies in the wealth management sector often overlap with or complement businesses in adjacent industries. Exploring related verticals can help you discover additional companies, identify partnership opportunities, and understand the broader competitive landscape.
Perfect for: B2B sales teams targeting wealth management companies, investors exploring sector opportunities, and service providers looking for funded companies ready to scale.
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