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.
Modern Wealth Management is an investment advisory firm that specializes in financial, estate, and tax planning as well as risk management.
Flashwire offers digital banking, crypto-backed lending, crypto debit cards, and a DEX.
Powens is a platform that integrates Open Finance and Embedded Banking for businesses.
Osaic provides the support, resources, and community designed for the future of wealth management.
Maridea Wealth Management is an independent advisory firm that provides client-focused financial solutions.
Etico provides wealth management and advisory solutions to U.S. investors and investment advisors.
The operating backbone unifying data, systems, and workflows for modern wealth enterprises.
1fs Wealth is an easy-to-use sophisticated platform which allows you to control all your investments and collectibles in one place
Peculium is a blockchain platform that provides digital wealth management and savings solutions using cryptocurrency and AI technologies
Helvetia Baloise Holding AG provides insurance, pension, wealth and banking solutions for individuals and businesses in Europe.
Surfin is a financial services company that offers wealth management and risk management tools through fintech applications.
Goldwise is a Physical Precious Metals Trading Platform & Precious Metals as-a-Service API for Retail Investors and Wealth Platforms.
Colbr is a fintech company that provides wealth management services, financial services, and real estate.
Wealth.com provides an AI-powered platform that helps wealth management firms deliver estate and tax planning.
exclusive access for everyone to the best investment products from world class asset managers
Secfi works with startup employees and founders to provide equity planning and stock option financing.
Your personal hedgefund manager, keeping your portfolio liquid and your future solvent.
The Finest Federal Credit Union provides banking services such as checking accounts, debit cards, loans, mortgages, and wealth management.
Axiom Trust is an AI-powered trust startup that modernises professional trust administration during the Great Wealth Transfer.
Vestnomics Wealth Management provides financial services.
Acorns is a financial technology and services company that specializes in automated investments and robo-advice.
JIFFY.ai helps wealth firms boost productivity, enhance client engagement, and streamline onboarding, servicing & data management with AI.
Super Fierce is a financial service company that provides financial advisory, superannuation, and financial wellness services.
AI-Powered Digital Vaults and Intelligent Document Processing for Financial Institutions and Wealth Enterprises.
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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