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.
AI-powered wealth and technology for individuals and professionals. Built to reach millions more.
Aption provides equity pooling solutions for founders, executives and early employees to protect startup equity value.
Valur democratizes access to advanced tax-mitigation strategies that historically have been limited to well-established family offices.
Alkymi is the first end-to-end solution for turning your private markets data into actionable insights.
SmartAsset is an online destination for financial advice that powers SmartAdvisor, a marketplace connecting consumers to financial advisors.
ZILO is a fintech company that offers digital-first transfer agency software, digital assets, and wealth management solutions.
Own Up is a technology company that helps consumers shop for a mortgage
Beam, formerly known as Edquity, provides intelligent workflows to power public sector programs.
Verascient connects your tools, builds a context graph, and surfaces it to agents.
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.
VastAdvisor provides a governed AI growth operating system that helps RIAs and wealth enterprises scale compliant client acquisition.
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.
D2 Organization provides real estate development services.
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.
The enterprise hybrid wealth management solution for service excellence and actionable insights.
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.
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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