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.
Wealth Management, Asset Management, Financial Service
Blanco's mission is to facilitate wealth and asset managers in growing their business, by letting them focus on clients and investments.
Sherpas is a provider of an AI-native infrastructure platform for financial advisors and wealth management firms.
PictureWealth is a technology company focused on improving the financial know-how of people across the planet.
Hex Trust is a regulated digital asset financial institution offering Markets, Custody, Staking, Wealth Management and Payments solutions.
DreamFi is a financial services company that offers various services like money management, bill payments, and banking solutions.
Asset Management,Wealth Management,Investment Banking,Real Estate
Jump provides an artificial intelligence platform designed for financial advisors and other financial services professionals.
Monark Markets is the back-end infrastructure connecting brokerages, advisors and custodians to private markets.
ETFLogic is a technology company that delivers data, analytics, signals, and insights focused on ETFs and their underlying assets.
XWealthStrategies offers financial planning, investment management, and retirement planning to help clients achieve financial independence.
Sharegain is a capital markets fintech democratising the $3tn securities lending industry.
Silvur is a retirement planning app that helps baby boomers reach their retirement goals.
Asset management, Wealth Management, Private Banking
Belong, a revolutionary wealth-building platform.
Human Interest is a 401(k) provider that helps employees of small and medium-sized businesses save for retirement.
Wealthsimple is a fintech company that offers digital financial services to help investors grow and manage their money.
Bridge is an AI platform that streamlines alternative investment management solutions for wealth management firms.
Streetbeat is a B2B AI platform serving wealth managers and brokers to revenues through automation.
The fastest way to launch retirement plans. Powered by AI, backed by real humans.
The Beans offers a software application platform that creates personalized cash flow plans designed for its users.
Finary is a platform that allows everybody to track and manage their wealth online.
Arch digitally manages private investment operations for investors and investment advisors.
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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