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.
Close the Gaps! ellexx is the independent money media platform for women. It brings education, investing and insuring together.
Freetrade provides a commission-free platform for self-directed investing.
K33 is a wealth management platform that provides digital assets investment and advisory services.
Gravy Finance is a fintech company building an AI agent that helps users manage spending, automate finances, and track savings.
XFOLIO AI is an innovative software platform for treasury and portfolio management.
CapIntel is an investment sales platform used by thousands of financial advisors and asset management sales teams in North America.
CircleBlack is a financial technology firm that provides wealth management solutions for a superior advisor experience.
Insigneo is a leading international wealth management firm that empowers independent investment professionals
Zeed enables investment managers to deliver personalised customer experiences at scale with AI.
A Fintech Trust Company offering Trust Funds & Pensions globally that pay you a stable monthly income for the rest of your life.
A unique student loan wellness platform that uses financial technology to help employees understand, optimize, and repay their student debt.
FUTR Corporation is a bank-enabled technology platform that provides financial institutions and businesses with digital solutions
Farther is an intelligent wealth platform that enhances wealth management for clients throughout their financial lives.
Heritage Family Offices specializes in taxation, wealth management, law, and insurance services.
Bitpanda.AI wants to act as a vibrant centre, providing cutting-edge AI-driven goods and specialised investing features.
UNest is an app that makes it easier than ever for parents to invest and save for their kids' future.
Aidos is a real estate holding company in residential multi-family.
STACS is Asia’s leading ESG data and technology firm. ESGpedia powers the Monetary Authority of Singapore’s (MAS) Greenprint ESG Registry.
Crescenta offers access to investment in Private Equity Funds to the general public through education and digitalization
Multi-carrier, digital life insurance platform that is white-labeled and distributed through financial institutions
Eaglebrook Advisors is a crypto-focused investment firm.
Ellevest provides an engaging investing experience to help women meet their financial goals in life.
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.
Get Started - Access Contact InformationJoin thousands of sales teams, investors, and service providers using VCBacked