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.
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.
Cognium is a company that offers technology related products and services.
ExchangeRight provides real estate investments that target secure capital, stable income, and strategic exits to protect and grow wealth.
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.
Investment company utilizing GARP & Value philosophies in exchange-listed securities across the capital structure
Frontier AI for alpha discovery in asset & wealth management
SyntheticFi provides the cheapest and easiest securities-backed lending solutions to advisors and individuals.
Warren is an investment brokerage and wealth management firm that provides access to the best investments in the market.
Reset is an earned-wage access platform that offers employees financial wellness and increases employee retention across industries.
16 & One Investment is a company that offers banking and financial services.
Fully customisable API-based investing platform offering global market access across all major asset classes and currencies
The Leading AI Digital Assistant Platform for Financial Services
Y TREE offers pure financial advice, blending data, tech, and human expertise and in-person services.
Award-winning AI solutions to transform financial services productivity and compliance
Innovative wealth solutions for executives of VC-backed companies
Coinpanion makes investing in digital assets as easy as investing in stocks with ETFs.
&Partners offers financial advisory services to help clients achieve financial freedom.
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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