Companies in the wealth management sector developing innovative solutions and technologies.
Explore 343 recently funded wealth management companies with verified founder contact information and fundraising data.
Cassini Systems is a new financial technology company.
TILLIT is a DIY investment platform offering funds, investment trusts and ETFs to retail investors.
Wellthi offers a B2B embedded virtual branch that lives inside mobile banking apps.
CITEC offers personalized portfolio management and rebalancing technology to online brokers, wealth and asset managers.
T8 is a wealth management platform that enables the management of investment, finance and payments.
WieldMore offers portfolio management, risk management, and liquidity management.
ProTrustee offers cloud software that automates trust administration, compliance tracking, and unified accounting workflows.
Atlanta Wealth Building Initiative is a catalyst charity that aspires to create shared prosperity by building Black wealth.
EquityMultiple is a commercial real estate investment and technology firm.
Tribevest is OS and banking platform for Investor Groups
SoFi is a finance company that offers a range of lending and wealth management services.
NOYACK is an agentic AI company that helps users with wealth management and offers personalized financial guidance.
Selma Finance is a personal investment assistant that helps to invest money in a way that always fits with financial life.
Pilou is an online savings and investment platform. We manage low-fee diversified portfolios, based on risk level and investment goals.
Casa helps consumers and companies securely store cryptocurrencies and manage private keys.
KappaSignal is a leading financial technology firm specializing in AI-driven stock analysis and forecasting.
Nada is the platform helping homeowners achieve financial freedom through their home equity
G2 Capital Management offers financial planning, investment management, taxation, retirement planning, and wealth management services.
Ant Money is a financial technology software platform that allows users to earn money for engaging with brands and sharing personal data.
Fondo is a fintech company reinventing financial infrastructure, disrupting the mutual fund market in Sweden.
13o3 is the epitome of perfection and exclusivity, providing tailored solutions to the most complex and sophisticated business challenges.
FINNY is an AI-powered prospecting and marketing platform that helps financial advisors identify and connect with potential clients.
Raison is an international investment group of companies offering venture deals, asset management, structured notes, etc.
Fligoo provides big data, predictive algorithms, and AI services.
Nelumbium is a next-gen asset management platform with a proprietary risk-engine for institutional clients
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 343 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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