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.
Wrabbit enables people with no crypto experience to make smarter decisions by providing investment opportunities and education using AI.
Next-level wealth management leveraging Artificial Intelligence for RIAs, family offices, and HNW individuals.
Cometum´s mission is to become Europe´s No.1 digital private bank for affluents and HNW-Millennials.
Uppo specializes in creating and managing intelligent and complete benefit clubs and loyalty programs.
Canoe develops an AI technology to help alternative investment firms streamline their data management processes.
FOROS is a platform for forest investing. FOROS makes forest investing simple and accessible to everyone.
Finloop is an AI‑powered Web5 wealth‑tech platform that offers wealth management and insurance products to financial institutions.
D2 Organization provides real estate development services.
The enterprise hybrid wealth management solution for service excellence and actionable insights.
Trustate provides estate administration and trust funding automation to trusts and estates professionals.
FMG Testimonials is the reputation management platform designed for the wealth management industry.
Willow Wealth provides curated access to private markets across real estate, private credit, private equity, and more.
Vincent is an alternative investment search engine offering investors access to private market investing.
Taylor Hoffman is a fintech firm with a Private Wealth offering and a fully digital platform, Avidus, for emerging wealth.
PRP Life is an independent and trusted Wealth Management firm that focuses on your investment needs and the best way to meet those needs.
Carry helps business owners and modern professionals build wealth.
d1g1t is a digital wealth management platform powered by analytics that offers advanced, transparent portfolio management services.
LIQID Investments is a financial company that offers digital wealth management services.
ExchangeRight provides real estate investments that target secure capital, stable income, and strategic exits to protect and grow wealth.
Cognium is a company that offers technology related products and services.
M1 Holdings provides a personal finance platform offering automated investing, high-yield savings, loans and wealth management tools.
Roi is a mobile app that lets you trade crypto, stocks, NFTs, and more with your existing brokerages and wallets.
A digital companion empowering you to spend, save and invest through an inclusive and easy-to-understand wealthcare journey.
Designed to Help Private Bankers, FOs, and RIAs by Providing a Unified, Real-Time and Granular View of their Clients' Balance Sheets.
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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