Financial Services
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Financial Advisory (2025 Update)
This space sees a surge in fintechs modernizing wealth management through personalized, accessible platforms. Key trends include embedded finance, digital-first banking, and AI-powered financial advisory.
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Real-Time Scouting Assistant
1 startups received investments in the last 30 days.
Latest Investments
There are 10 highlights worth noting for this list.
Mentioned on News
4
Open Positions
5
Recently Funded
1
Latest Highlights
Explore Financial Advisory featuring 250 Companies in Financial Services Industry
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Be-On savjetovanje | - | financijsko savjetovanje | Specijalizirani smo za financijsko savjetovanje graÄana u financijskim poteĹĄkoÄa... | - |
Croatia (hrvatska)
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- | Croatia (hrvatska) (HQ) | 2017 | Financial Services | [email protected] |
1
Low
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9
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6.2K | 1 year ago | Series Unknown | 1 | 700.0K | 405 | 8 months ago | |
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Valiant Finance | - | The only place for business & commercial finance. | Valiant is dedicated to helping Aussie businesses cut through the red tape and â... | - |
Australia
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- | Australia (HQ) | 2015 | Finance, Financial Services +3 | [email protected] |
1
Low
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205
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19.5K (-15%) | 3 years ago | Series Unknown | 4 | 17.3M | 12156 | 5 months ago | |
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Trim | - | Trim automates saving you money. | Trim's mission is to make Americans financially healthy at scale. Our customers... | - |
United States
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San Francisco | United States (HQ) | 2015 | Financial Services, Fintech | [email protected] |
1
Low
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26
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56.3K (-22%) | 7 years ago | Series A | 3 | 11.7M | 881 | 10 qFy OaY | |
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Range | - | Range is the all-in-one wealth management dashboard and expert advisory service... | Range is the all-in-one wealth management dashboard and expert advisory service... | - |
United States
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Mclean | United States (HQ) | 2020 | Financial Services, Fintech +1 | [email protected] |
1
Low
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81
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673 (-100%) | 2 years ago | Series A | 1 | 12.0M | 3003 | 6 months ago | |
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Enduring Planet | - | Founder-friendly working capital and financial advisory services for climate sta... | Government advances and financial advisory support for climate entrepreneurs.... | - |
United States
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Portland | United States (HQ) | 2021 | Finance, Financial Services +2 | [email protected] |
1
Low
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60
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1.6K (-89%) | 2 years ago | Series Unknown | 3 | 5.0M | 5479 | 2 years ago | |
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AllStructuredNotes - ASN | - | Reinventing the world of Structured Notes | Welcome to ASN, the premier platform offering effortless access to Structured No... | - |
Spain
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- | Spain (HQ) | 2021 | Financial Services, Fintech +1 | [email protected] |
1
Low
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11
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558 (-100%) | 1 year ago | Seed | 1 | 1.5M | 343 | 6 months ago | |
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Ningi | - | Technology advisers deserve, finally. |
Ningi - Technology to power up Financial Planning. Designed to include everyth... |
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United Kingdom
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Stamford | United Kingdom (HQ) | 2021 | Financial Services, SaaS | [email protected] |
1
Low
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26
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1.0K | 2 years ago | Seed | 2 | Unknown | 1376 | 1 year ago | |
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CI Financial | - | Setting the standard for investment excellence and advice. | CI Financial is an independent company offering global asset management and weal... | - |
Canada
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Toronto | Canada (HQ) | 1965 | Financial Services | [email protected] |
1
Low
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2792
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171.9K (-6%) | 1 year ago | Post Ipo Debt | 1 | 675.0M | 35004 | 5 months ago | |
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Retirable | - | Spend retirement with more. | Retirable, the first-of-its-kind holistic retirement solution with the ongoing c... | - |
United States
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New York | United States (HQ) | 2019 | Financial Services | [email protected] |
1
Low
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24
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27.4K (-28%) | 1 year ago | Seed | 6 | 15.7M | 1930 | 6 months ago | |
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Marwadi Shares and Financ... | - | Marwadi Shares & Finance Limited is a trusted trading and investment solutions p... | Marwadi Shares & Finance Limited is a part of the Marwadi group of companies. Th... | - |
India
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Rajkot | India (HQ) + 1 | 1992 | Finance, Financial Services | [email protected] |
1
Low
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934
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45 (-100%) | 13 years ago | Series Unknown | 2 | 732.2M | 31432 | 11 months ago | |
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Tianfeng Securities Co.,... | - | - | Tianfeng Securities Co., Ltd. provides investment banking products and services... | - |
China
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Wuhan | China (HQ) | 2000 | Financial Services, Banking +1 | - |
1
Low
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139
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65.7K (-13%) | 3 years ago | Post Ipo Equity | 3 | 2.1B | 1202 | 8 YUw WPT | |
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Envestnet, Inc | - | - | Envestnet is helping to lead the growth of wealth managers and transforming the... | - |
United States
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Berwyn | United States (HQ) | 1999 | Financial Services, Fintech +1 | [email protected] |
1
Low
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2737
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318.9K | 2 years ago | Post Ipo Debt | 11 | 1.4B | 101401 | 6 months ago | |
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Recruitment- IndianMoney | - | Get in touch with IndianMoney hiring team to get updated on current openings and... |
IndianMoney.com Founded in 2008, IndianMoney.com is Indiaâs largest Free and Un... |
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India
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- | India (HQ) | 2008 | Finance, Financial Services +1 | [email protected] |
1
Low
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75
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5.9K (-50%) | 6 years ago | Series Unknown | 3 | 3.0M | 1109 | 10 69h eHo | |
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Finconomy AG | - | Fintech and Insurtech Company Builder. Focused on B2B business models. Munich-ba... | Die Finconomy AG fokussiert sich als Fintech und Insurtech Company Builder auf B... | - |
Germany
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Munchen | Germany (HQ) | 2017 | Financial Services, Fintech +2 | - |
1
Low
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7
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295 (-42%) | - | - | - | - | 812 | 6 Y9m Pj1 | |
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Blue Sky Capital Strategi... | - | Immediate and Long Term Savings on your lease Portfolio. Typical Savings of 20%.... | Blue Sky Capital Strategies, LLC is an independent capital structure advisor wit... | - |
United States
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New York | United States (HQ) | 2007 | Financial Services | [email protected] |
1
Low
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16
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731 (-100%) | - | - | - | - | 402 | 8 years ago | |
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cloudRIA | Not active anymore | - | RIA OS - an Advisor manages not only the money but quarterbacks the relationship... | - |
United States
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Seattle | United States (HQ) | 2008 | Computing, Enterprise Software +6 | [email protected] |
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N/A
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3
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436 | - | - | - | - | 85 | 3 q1k hIr | |
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FutureAdvisor | - | - | FutureAdvisor is an award-winning digital wealth management firm serving client... | - |
United States
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San Francisco | United States (HQ) | 2010 | Finance, Financial Services +1 | [email protected] |
1
Low
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8
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587 | 11 years ago | Series B | 4 | 21.5M | 3768 | 9 BK5 F4h | |
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Curadeuda | - | Ayudamos a miles de mexicanos a vivir libres de deudas. Creemos en las segundas... | Ayudamos a miles de mexicanos a vivir libres de deudas. Creemos en las segundas... | - |
Mexico
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Cuauhtemoc | Mexico (HQ) | 2011 | Financial Services, Health Care +1 | [email protected] |
1
Low
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72
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59.8K (9%) | 3 years ago | Seed | 1 | 1.3M | 2098 | 2 years ago | |
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Generalfinance S.p.A. | - | Tutto Quadra... da oltre 30 anni | GENERALFINANCE opera nel settore finanziario dal 1982, nelle sedi di Biella e Mi... | - |
Italy
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- | Italy (HQ) + 1 | 1982 | Finance, Financial Services | [email protected] |
1
Low
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72
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5.2K (-38%) | 1 year ago | Post Ipo Equity | 2 | 17.0M | 4258 | 5 months ago | |
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Hum Fauji Initiatives | - | Financial Advisors and Prosperity Managers exclusively for Indian Armed Forces &... | Incorporated in Nov 2009, as a partnership firm named Hum Fauji Initiatives, HFI... | - |
India
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New Delhi | India (HQ) | 2009 | Financial Services, Insurance +1 | [email protected] |
1
Low
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54
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1.8K | - | - | - | - | 2847 | 5 months ago | |
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Springsted Incorporated | Not active anymore | Empowering public and non-profit organizations with trusted financial and manage... | Springsted Incorporated (Springsted) is an independent advisory firm dedicated t... | - | - | - | - | 1931 | Financial Services, Banking | [email protected] |
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N/A
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84
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806 | - | - | - | - | 23766 | 5 sBl CUJ | |
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Zolfo Cooper (now AlixPar... | Not active anymore | When it really matters | On November 1, 2018, AlixPartners, the global consulting firm, completed the acq... | - |
United States
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New York | United States (HQ) | 1982 | Financial Services, Information Technology | - |
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N/A
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22
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157 | - | - | - | - | 1533 | 5 years ago | |
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Westminster Wealth Manage... | - | One of the largest independent, Chartered firms in the UK. Chartered financial p... | Westminster Wealth Management is a Chartered, independent financial advisory gro... | - |
United Kingdom
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London | United Kingdom (HQ) | 2000 | Financial Services, Banking +1 | - |
1
Low
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112
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2.2K (16%) | - | - | - | - | 1613 | 7 months ago | |
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EVEREST Finance | - | Des idĂŠes et des valeurs au service de vos ambitions. | #EVEREST Finance SA est une SociĂŠtĂŠ de Gestion et dâIntermĂŠdiation, basĂŠe Ă Daka... | - |
Senegal
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- | Senegal (HQ) | 2015 | Finance, Financial Services +1 | [email protected] |
1
Low
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22
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126 | - | - | - | - | 2920 | 5 months ago | |
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BLOOM money. | - | You do the business, we'll do the money. From Tax efficiencies, temporary second... |
Weâre accountants, but itâs not what you think. Weâll be your virtual CFO or rem... |
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Australia
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Brisbane | Australia (HQ) + 1 | 2020 | Financial Services | [email protected] |
1
Low
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4
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800 (1805%) | - | - | - | - | 148 | 7 months ago | |
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GoalsMapper | - | #1 Preferred Financial Planning Platform in Asia | GoalsMapperâ˘ď¸ is the first fintech / insurtech company in Singapore with the vis... | - |
Singapore
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- | Singapore (HQ) + 4 | 2015 | Financial Services, Insurtech | [email protected] |
1
Low
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21
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13.2K | - | - | - | - | 3921 | 4 months ago | |
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FinEdge | - | FinEdgeâs Dreams into Action (DiA), a fantastic tech-enabled platform to manage... | At FinEdge, we specialise in delivering personalised, conflict-free investment r... | - |
India
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Gurgaon | India (HQ) | 2011 | Finance, Financial Services +2 | [email protected] |
1
Low
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105
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20.9K (23%) | - | - | - | - | 6867 | 5 months ago | |
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First Allied Securities,... | - | - | Based in San Diego, First Allied serves as the firm of choice for independent fi... | - |
United States
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San Diego | United States (HQ) | 1994 | Financial Services, Wealth Management | [email protected] |
1
Low
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245
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250 | 15 years ago | Private Equity | 1 | Unknown | 2966 | 2 E6f D1s | |
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Prairie Capital Managemen... | - | A wealth management consulting firm focused on our clients'â goals. | Prairie Capital Management, a SEC registered investment advisor, was established... | - |
United States
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Kansas City | United States (HQ) + 2 | 1995 | Financial Services, Wealth Management | - |
1
Low
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37
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1.4K (-18%) | - | - | - | - | 517 | 9 months ago | |
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Truepoint Wealth Counsel | - | Your money simplified, so you may simply live. | Since our founding in 1990, the focus of Truepoint Wealth Counsel has been creat... | - |
United States
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Cincinnati | United States (HQ) | 1990 | Finance, Financial Services +1 | - |
1
Low
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92
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2.2K (-15%) | - | - | - | - | 1479 | 3 years ago | |
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Park Lane | - | WE BELIEVE IN GOING THE EXTRA MILE TO HELP OUR CLIENTSâ VISION BECOME REALITY. | Park Lane is an investment bank founded to provide sports finance advisory servi... | - |
United States
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Santa Monica | United States (HQ) | 2005 | Financial Services, Sports +1 | [email protected] |
1
Low
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178
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1.9K (-27%) | - | - | - | - | 2034 | 9 months ago | |
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Cedrus Investments | - | Cedrus Group is a global boutique investment firm, specializing in Financial Adv... | Cedrus Investments is a global boutique investment firm headquartered in Hong Ko... | - |
Hong Kong S.a.r.
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- | Hong Kong S.a.r. (HQ) + 2 | 1997 | Financial Services, Banking | [email protected] |
1
Low
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6
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37 (-96%) | - | - | - | - | 77878 | 10 puA 2yc | |
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Online Mortgage Advisor | - | Ensuring borrowers make the best possible decisions | On a mission to be the UK's most loved platform for online mortgage advice â we... | - |
United Kingdom
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Derby | United Kingdom (HQ) | 2013 | Finance, Financial Services | [email protected] |
1
Low
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22
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137.4K (84%) | - | - | - | - | 1862 | 5 months ago | |
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Vizant | - | This page is no longer active, follow us here: https://www.linkedin.com/company/... | Vizant, acquired by Redbridge in 2019, is an advisory and technology services fi... | - |
United States
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Houston | United States (HQ) + 1 | 1999 | Financial Services | - |
1
Low
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102
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4.5K (18%) | - | - | - | - | 10190 | 5 years ago | |
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The Pacific Bridge Compan... | - | TPBC helps financial advisors guide their clients wherever in the world their li... | The Pacific Bridge Companies (Pacific Bridge) is a wealth management firm helpin... | - |
United States
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Monrovia | United States (HQ) + 3 | 1992 | Financial Services, Information Technology +1 | [email protected] |
1
Low
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55
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979 (-46%) | - | - | - | - | 813 | 1 year ago | |
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Seiler LLP | - | Advisory, Tax, and Accounting Services | For more than 65 years, Seiler has provided advisory, tax, and accounting servic... | - |
United States
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Redwood City | United States (HQ) + 3 | 1957 | Financial Services | - |
1
Low
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336
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949 (-100%) | - | - | - | - | 8697 | 1 year ago | |
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Pontera | - | Enabling retirement savers to get the help they need managing their 401(k) from... | Pontera is a fintech company on a mission to help millions of Americans retire b... | - |
United States
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New York | United States (HQ) + 1 | 2012 | Finance, Financial Services +2 | [email protected] |
1
Low
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296
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37.1K (6%) | 1 year ago | Series Unknown | 8 | 159.3M | 39335 | 6 months ago | |
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BTA Finance Limited | - | Bespoke Wealth Management and broader Financial Services to protect and grow our... |
BTA is a financial advisory firm with focus on Wealth Management. Founded and m... |
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United Arab Emirates
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- | United Arab Emirates (HQ) | 2016 | Financial Services, Wealth Management | - |
1
Low
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32
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607 (353%) | - | - | - | - | 1252 | 4 months ago | |
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Cambridge Consulting Grou... | Not active anymore | A comprehensive benefits brokerage and wealth strategies firm offering tailored... | Cambridge is a full-service benefits brokerage and wealth strategies firm that p... | - | - | - | - | 1985 | Financial Services, Insurance | [email protected] |
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N/A
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311
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848 | - | - | - | - | 74293 | 7 xEE aGg | |
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Clairfield International | - | How do you define success? M&A advice tailored to what you value most. | Clairfield International is an independent, international corporate finance part... | - |
Switzerland
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Geneva | Switzerland (HQ) + 25 | 2004 | Financial Services, Banking | [email protected] |
1
Low
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187
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422 (-100%) | - | - | - | - | 17266 | 5 months ago | |
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Chartwell Financial Advis... | - | Chartwell is a national leader in financial advisory working with middle-market... | You make decisions every day that impact the lives of many people. To do so requ... | - |
United States
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Minneapolis | United States (HQ) + 8 | 1995 | Financial Services | - |
1
Low
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114
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941 (-100%) | 1 year ago | Debt Financing | 1 | 990.0K | 1987 | 5 months ago | |
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Sasuke Financial Lab | - | Crafting and managing top-tier financial planning platforms on the Internet. | Sasuke Financial Lab is a provider of construction and operation of financial pl... | - | - | - | - | 2016 | Finance, Financial Services +2 | [email protected] |
1
Low
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234
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1.4K (-82%) | 7 years ago | Series Unknown | 1 | 50.0M | 38706 | 9 MxM D5y |