Companies in the wealth management sector developing innovative solutions and technologies.
Explore 346 recently funded wealth management companies with verified founder contact information and fundraising data.
Savvy Wealth is a technology-enabled wealth management firm that provides a digital-first platform for financial advisors.
Kapital is a financial institution offering bank accounts, investments, and credit products for individuals.
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.
Wealth-management, Fintech, Froots is an online wealth manager that helps their clients to obtain long-term financial freedom.
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.
Kinterra Capital is a private equity firm focused on investing in the critical metals required to advance the energy transition.
Real Asset Management is a wealth and asset manager specializing in real estate, credit, and private equity markets.
Elayne enables families to create generational wealth by streamlining estate planning and settlements on a single, integrated platform.
Wealthcome is a wealth management company that offers tools for tracking expenses, optimizing fees, and analyzing investment performance.
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.
Quartz provides a personal wealth platform that aggregates financial accounts and offers personalized financial insights.
Quartz provides a personal wealth platform that aggregates financial accounts and offers personalized financial insights.
Finloop is an AI‑powered Web5 wealth‑tech platform that offers wealth management and insurance products to financial institutions.
StashAway is a wealth management platform that delivers personalized portfolio management to both retail and accredited investors.
PoM WM is an investment platform designed to support financial advisors in providing comprehensive wealth management services.
Hedge Funds, Mutual Funds, Venture Capital
Visible Wealth Management is a next generation investment advisory business using the ALPHABETA technology platform.
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 346 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.
Get Started - Access Contact InformationJoin thousands of sales teams, investors, and service providers using VCBacked