Wealth Management
+65
Financial Advice (2025 Update)
Digitizing wealth management is a key theme, emphasizing personalized financial planning via AI, diverse investment options, and platforms targeting underserved demographics. Also apparent: tax efficiency.
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Real-Time Scouting Assistant
Explore Financial Advice featuring 72 Companies in Wealth Management Industry
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finmarie | - | finmarie: Investment Made for Women+ |
finmarie is the #1 online investment solution made for Women+ in Europe. finmar... |
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Germany
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Berlin | Germany (HQ) | 2018 | Finance, Financial Services +2 | [email protected] |
1
Low
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7
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2.6K (1035%) | 2 years ago | Non Equity Assistance | 2 | 1.4M | 3434 | 5 months ago | |
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Usefirst.me | - | Usefirst helps you make your financial dream come true with a free personalized... | Usefirst helps you make your American dream come true with a free personalized f... | - |
United Kingdom
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London | United Kingdom (HQ) | 2019 | Finance, Financial Services +7 | [email protected] |
1
Low
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854
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775 | - | - | - | - | 138 | 5 years ago | |
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Piggy | - | Smart Money app that combines banking, investments, and advice in one place | Piggy combines banking, investments, and advice in one place, so you can stay in... | - |
India
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Mumbai | India (HQ) + 1 | 2016 | Financial Services, Fintech +3 | [email protected] |
1
Low
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16
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10.7K (-21%) | 3 years ago | Seed | 4 | 1.0M | 1830 | 3 w1y 859 | |
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Zumma | - | Financial management platform that allows you to manage your businessā finances... | Zumma es una plataforma de gestiĆ³n financiera que te permite llevar las finanzas... | - |
Mexico
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- | Mexico (HQ) | 2022 | Financial Services, Fintech +1 | [email protected] |
1
Low
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6
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2.4K (33%) | 2 years ago | Pre Seed | 1 | 500.0K | 1487 | 5 months ago | |
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Savart | - | Dream Up. | Savart is a wealth management platform built upon a strong fundamental investmen... | - |
India
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Hyderabad | India (HQ) + 1 | 2017 | Financial Services, Fintech +1 | [email protected] |
1
Low
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74
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23.4K (8%) | 2 years ago | Seed | 3 | 2.1M | 18304 | 4 months ago | |
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Pensionera.se | - | - |
Pensionera.se Ƥr en effektiv marknadsplats fƶr pensionen. En marknadsplats dƤr... |
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Sweden
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- | Sweden (HQ) | 2014 | E-Commerce, Financial Services +3 | - |
1
Low
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73
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8.0K (-71%) | 3 years ago | Series Unknown | 2 | 1.2M | 795 | 5 xiI iUs | |
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Secfi | - | We work with startup employees to provide equity planning, stock option financin... | Secfi is one of the leading providers of equity planning, stock option financing... | - |
United States
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San Francisco | United States (HQ) + 2 | 2017 | Financial Services, Fintech +1 | [email protected] |
1
Low
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26
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32.5K (13%) | 2 years ago | Pre Seed | 5 | 707.0M | 6590 | 5 months ago | |
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MKC Wealth | - | Invested. Together. | MKC Wealth is a boutique, independent wealth management firm that provides finan... | - |
United Kingdom
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London | United Kingdom (HQ) + 2 | 2004 | Financial Services, Wealth Management | [email protected] |
1
Low
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85
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2.2K (83%) | 4 years ago | Series Unknown | 1 | Unknown | 906 | 4 months ago | |
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Investfit | - | Investfit: worldās leading advice tool for optimising investment strategy, goal-... | Investfit is a leading financial advice application for advisers and direct to c... | - |
Australia
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- | Australia (HQ) | 2014 | Financial Services, Fintech +2 | [email protected] |
1
Low
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2
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51 | 8 years ago | Series A | 1 | 1.5M | 129 | 6 Ei9 HYE | |
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Harness | - | Our mission is to help our clients build confidence in the path to their best fi... | Harness seeks to make bespoke tax & financial advice accessible, intuitive, and... | - |
United States
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New York | United States (HQ) | 2018 | Financial Services, Fintech +1 | [email protected] |
1
Low
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44
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34.5K (71%) | 1 year ago | Series A | 3 | 36.0M | 2655 | 4 months ago | |
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MoneyPlus | - | We offer financial advice services that help people #LiveBetter. | MoneyPlus is one of the UKās largest, and most trusted financial lifestyle solut... | - |
United Kingdom
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Manchester | United Kingdom (HQ) | 1996 | Finance, Financial Services +1 | [email protected] |
1
Low
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128
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497 (-10%) | 1 year ago | Debt Financing | 2 | 6.5M | 5243 | 2 years ago | |
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Ambit Private Limited | - | Ambit is a leading provider of financial advice and capital known for its busine... | Ambit is a leading provider of financial advice and capital offering customized... | - |
India
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Mumbai | India (HQ) | 1997 | Finance, Financial Services +1 | [email protected] |
1
Low
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1303
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35.6K | 5 years ago | Pre Seed | 1 | 60.0K | 88615 | 4 months ago |