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.
Pasadena Private Lending specializes in private lending, retirement solutions, wealth management services, and bookkeeping services.
YieldX introduces a fixed income investing with an end-to-end digital platform that powers personalization at scale.
Select improves our members' lives by improving the way businesses and customers connect.
WMCockpit provides an AI-driven wealth and estate management platform for family offices, private banks, and wealth advisors.
Vitamin is a startup which set out to enable a strong financial future for all women.
Wellington-Altus Financial is a financial services wealth management company located in Winnipeg.
Wealth automation for self-directed investors. Manage all your investments from a single dashboard and leave the tedious things to Passiv.
Zenith Wealth Advisors is a financial firm that offers wealth and asset management, consulting, financial planning, and investment advice.
We help parents to provide for their children's future.
Snowball helps individuals and businesses to obtain private and public investment returns with wealth management and financial services.
Prestige Wealth provides wealth management and asset management services.
Yomoni is an online private banking-style service in France aiming to make wealth management available to everyone.
All-in-one advice & investment platform for financial advisers to run and grow their business online
Further is a venture capital investment platform that connects retail investors with venture capital funds and startups.
TIFIN Give is an intelligent platform that empowers wealth management firms and employers.
Cantata Wealth provides wealth management, financial planning, and investment advisory services for individuals and families.
Monzo is a digital bank that provides a user-friendly mobile app, innovative features, and a transparent approach to banking.
DASH Technology is a merger with financial planning software firm.
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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