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.
LEA is a SaaS company that offers an AI-powered workflow automation suite for wealth management services.
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.
Syfe is a digital investment platform that offers a range of investment solutions tailored for both novice and experienced investors.
Motif is a personal wealth management mobile app for on-chain finance targeting mass affluent crypto curious customers.
Moneyfarm is a digital wealth manager providing investment solutions and services.
Seeds empowers financial advisors to more deeply understand investors and to automatically deliver custom portfolios that align.
API that provides standardised, real-time access to any type of financial asset held by any entity.
Colb offers financial services focused on optimizing financial operations and enhancing efficiency.
Zoe Financial is a wealth management platform that connects people with independent investment advisors for investment management.
Trust & Will is a digital estate planning platform that offers legally valid estate planning documents that comply with state guidelines.
Treble Peak connects wealth managers and investors with private market opportunities, enabling portfolio diversification and fund growth.
RockFi is a private management company offering wealth management services.
Yellowbridge Partners focused on acquiring businesses within the workforce training, development, and compliance scetor.
Empowering the world connect with money, better, by helping investors find the best advisor for them.
Flanks is redefining the wealth management industry worldwide.
Jump is an AI assistant for financial advisors that automatically creates notes, manages tasks, and streamlines compliance.
OneVest is a Wealth-as-a-Service platform that provides wealth management and financial services to enterprises.
Prosper is a wealth platform that maximizes members' potential wealth through pensions, investments, and savings plans.
Santa Barbara Management is a multifamily office that offers wealth management services.
Leafplanner is a digital document and information-sharing platform for estates and family offices.
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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