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.
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.
Klear is a fintech company that provides personal finance management and wealth management platform based on AI technology.
AI-Powered Digital Vaults and Intelligent Document Processing for Financial Institutions and Wealth Enterprises.
Wealthyhood is a wealth-building app that enables individuals to learn, save, and invest in a private manner.
Delio is a white label technology offering that enables wealth management firms, private banks and other financial institutions.
Summit Wealth Systems is a cloud software company that enables wealth managers and their clients with abundance.
Mitiska REIM is a real estate investment fund manager and advisor.
WealthAI is developing an AI Operating System for wealth managers, family offices, private banks, and asset managers.
Buxton Helmsley is an alternative asset manager that has been globally recognized for its expertise in active corporate engagement.
FINVIA Family Office is a family office that navigates assets holistically, intelligently, and independently.
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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