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.
Klear is a fintech company that provides personal finance management and wealth management platform based on AI technology.
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.
OPUS helps artists, founders, and family offices treat catalogs, masters, and brands as long-term assets, not one-off paydays.
Monetivia offers solutions for managing real estate and life annuities, focusing on helping seniors secure their financial futures.
SoLo Funds is the premier AI-powered community banking solution providing unparalleled returns and access to capital access to capital.
FarmTogether is a technology-enabled farmland investment platform that allows direct ownership of institutional quality farmland.
GeoWealth is a technology platform offering asset management solutions for advisors.
Edge Focus develops and operates an advanced fintech platform in the area of investment management.
Inveert is a finance firm that develops SaaS solutions for wealth managers, pension funds and every financial institution.
APAC-focused private markets investment firm managing private equity, private credit, and other alternative investment strategies.
TrustCard is a fintech company that offers consumer loans to HNW and UHNW clients backed by securities.
Envel is a next-generation mobile banking platform that allows users to have control over their finances in real-time.
SilverLeaf Wealth Management offers wealth management, financial management, insurance and tax planning services.
TIFIN AG is a consulting tech company that uses AI to to help wealth enterprises expand their assets.
Kingswood caters to wealth management, estate planning, cash flow forecasting, retirement planning, insurance and investment management.
Dynasty Financial Partners provides wealth management solutions and business services to financial advisory firms.
Lateral exists solely to reinvent health and wealth goods for fit, energetic adults over the age of 60, and has no plans to stop.
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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