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.
Fligoo provides big data, predictive algorithms, and AI services.
Raison is an international investment group of companies offering venture deals, asset management, structured notes, etc.
Nelumbium is a next-gen asset management platform with a proprietary risk-engine for institutional clients
Nevis is the world's first AI-powered platform designed specifically for wealth management.
Wavvest is the all-in-one platform for advisors - combining planning, investments, estate, insurance & tax into one modern, scalable tool
Transforming Financial Futures through Generative AI and Real-Time Analytics.
Gen AI platform that boosts client engagement and conversions for wealth management firms.
Assisted WealthTech solution for Latin American contractors and freelancers
Fidelis Capital Partners is an advisor-owned wealth management platform that manages clients' financial complexity.
Chariot Reinsurance is a financial service company that provides insurance, asset management, and retirement solutions.
Redcurry is a Real estate-backed digital currency platform enabling inflation-resistant savings, payments, and yield-generating investments.
Powerful investing, simplified. Run your portfolio like a hedge-fund.
JubilaME helps middle class citizens to plan and make an informed purchase of life insurance | private pensions | savings plans
Wealth Management Platform, AI for Wealth Management
ammonite technology is a B2B SAAS business. It's AI platform is bringing huge efficiency gains to the wealth management sector.
LifeLine Financial Group is a multi-family wealth management office for influential athletes and entertainers.
Wealthtech Tactical Robo-Advisory Platform straight to individuals and financial professionals.
Closing wealth gaps through scalable, precise and human centric financial planning
Wealor develops AI software for wealth managers that centralizes client data and automates advisory operations.
Netwealth is an online wealth management service that brings together an experienced team, user-friendly technology and lower fees.
Lighthouse Canton is a global investment institution offering wealth and asset management services.
Livetopic is a online financial advisor that performs a detailed and independent analysis of your financial situation.
Truelytics is a SaaS business intelligence platform for wealth management enterprises.
B2B AI-powered Decision Intelligence to supercharge growth for wealth, asset management and insurance
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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