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.
Mili is a wealth advice platform that provides software for streamlining workflows for financial advisors.
FINNY is an AI prospecting tool that provides technology solutions for financial advisors.
Sandbox Wealth is a turnkey private banking platform for non-bank financial institutions.
Boosted.ai is an artificial intelligence company that automates investment management processes for the global financial industry.
Safewill offers digital estate planning services for end-of-life arrangements.
QPLIX provides a digital wealth management platform for family offices, RIAs, foundations and private banks.
Osyte is a SaaS liquidity management and capital call management solution for alternative investments and private assets.
Bravo (previously Resuelve Tu Deuda) aids those overwhelmed by debt, offering a new opportunity with credit to settle them.
Uprise is building wealth management for all - bringing the tools and the tricks of the 1% to everyone :)
LUXUS is a venture backed wealthtech luxury alternative asset managing leveraging experiences for the first time
Banrion uses cutting edge technology to help independent advisors scale alternative investments.
Figg is an AI-driven digital wealth management ecosystem that utilizes state-of-the-art technologies to deliver curated insights
Vanilla is an estate planning software platform designed for financial advisors, estate planners, and family offices.
Savvy Wealth is a technology-enabled wealth management firm.
The infrastructure for life admin powering better advice, planning, and protection.
Ramify is a wealth management platform that provides ETF, SCPI, and private equity recommendations, management, and selection.
WealthOS is an API, enterprise, core wealth management platform built that accelerates digital adoption for wealth management industry.
Plenty is a financial planning application that aims to help users achieve financial freedom.
Alpian combines banking services, personal wealth management, and tailored investment products all in one app.
Eko enables banks and credit unions to offer a digital investment solution without them having to build anything or hire anyone
A financial wellness platform blending psychology with money management, empowering employees to achieve their financial goals.
Goalsetter is a family-focused financial education and wealth-building platform provider making learning about finance fun and interactive.
Adelphi Trust provides trust and wealth management services
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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