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.
Range is an AI wealthtech platform that provides wealth management and financial advisory services.
Pomarium equips advisors and investment management platforms with tailored investment portfolios for their clients.
Verso Wealth Management (Verso) is a wealth management group providing financial advice and investment management.
Autopilot allows users to connect their preferred brokerage accounts and copy trade verified, top performing investors, automatically.
NoorVest is an AI WealthTech infrastructure platform delivering proprietary Tax-Smart Halal Custom Indexing for Wealth and Asset management.
Is a wealthtech project that uses proprietary breakthrough technology and AI to search for market opportunities with high potential return.
Lifeworks advisor provides tools and templates to support a scalable, fee-based, subscription model for financial planning.
Bulios is the first social investment platform that delivers real value to stock investors.
Kristal.AI develops a digital private wealth platform designed to make premium investments available to the masses.
Tech-enabled brokerage helping everyone protect what matters most.
Asseta AI provides financial management tools for family offices and investments.
Enzo is a financial technology company that caters to spending and wealth optimization platforms.
Upworth is a platform and one stop shop for financial products helping you track, plan and grow your wealth
European fintech distributing private market funds (PE, debt, infrastructure) to wealth managers via marketplace and white-label tech.
REITIUM is a real estate marketplace that allows anyone become a real estate investor for as little as $100.
VRGL offers wealth management tools that streamline investment proposals and client acquisition.
Lendtable provides income-constrained individuals with wealth-building cash advances.
Facet provides financial planning and advice tailored to individual needs and goals.
Amdax is the Leading Digital Asset House. With a personal and expert approach, you invest safely in crypto assets and other digital assets.
WebStreet is an investment platform for investors looking to diversify their portfolios via online business assets.
FLIT Invest is an automated impact investing app that allows users to align their investments with their values without sacrificing returns
Janus is leapfrogging the low-code, no-code solutions of today by developing a vertically integrated process improvement platform.
HMRC recognised SimpleTax is the easy way of calculating & submitting a self-assessment return.
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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