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.
Xaver combines personalised digital funnels with AI-assisted personal customer interactions to forge a seamless omni-channel experience.
Harness Wealth provides the next generation of builders confidence in their best financial future.
Bite Investments is a global fintech company that provides software-as-a-service to asset managers and enhances connectivity to investors.
Next-Gen Investing for 100m Underserved Europeans
Enterprise-ready, digital wealth management solutions
Alma Capital Partners provides a life-changing opportunity for business owners looking for a succession plan.
FELS operates the leading marketplace for digital wealth management strategies - FollowMyMoney
DoorFeed is Europe's alternative asset manager leveraging proprietary technology to power real estate investments with scale and precision.
Texas Regional Bank primarily provides personal and business banking solutions.
A secure platform for clarity and visibility across complex investment portfolios - Making it easy to follow the money
The Generative Finance Platform for Wealth Management
LINK enables partners to drive business through transformative workplace savings technology
Plannix Inc. is a WealthTech company focused on building a financial planning platform specifically tailored for individual investors.
Purefacts is a software and consulting firm that serves the global wealth management industry.
Artscapy lower barriers to entry in Art Collecting and Investing. The first Art Wealth-tech.
Berilium is a financial technology company that provides access to private markets for investors.
Private Wealth Asset Management is a financial advisory firm.
We are on a mission to democratise crypto wealth management by making it fun, fair and community-centric.
Masttro is a financial technology company that provides wealth information solutions for high-net worth families and family offices.
Moonfare is a digital platform that provides HNWI, family offices, banks and their advisors access to top-tier private markets investments.
Bloom helps Americans learn to invest and build wealth through interactive financial lessons.
Expansion Capital Group is a financial services company that offers business owners working capital financing.
Pluto is an AI-powered lending platform that lets investors borrow against private assets, with repayment from future distributions.
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.
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