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.
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.
ZILO's mission is to innovate and deliver transformative technology that enables organisations to operate more efficiently.
LEA is a SaaS company that offers an AI-powered workflow automation suite for wealth management services.
Kapital is a financial institution offering bank accounts, investments, and credit products for individuals.
Basic Capital is a retirement investment platform that enhances retirement savings by providing financing options within IRAs and 401(k)s.
Yieldstreet is an alternative investment platform that provides retail investors access to income-generating investment products.
ETON Solutions is a third-generation wealth management technology firm for the family office and multi-family office market.
Canter Wealth is a banking and financial services firm that provides financial planning and investment management services.
Savvy Wealth is a technology-enabled wealth management firm that provides a digital-first platform for financial 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 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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