Wealth Management
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+132
Investment (2025 Update)
Embedded finance platforms are democratizing access to wealth management, especially for underserved demographics. Several players leverage AI/ML for personalized investment advice and tax optimization.
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Latest Highlights
Explore Investment featuring 139 Companies in Wealth Management Industry
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360TRACK | - | Transforming the way millennials manage their wealth and interact with their con... |
360Track is transforming the way millennials manage their wealth. Our Mission i... |
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Italy
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- | Italy (HQ) | 2022 | Fintech, SaaS +1 | [email protected] |
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270 | - | - | - | - | 516 | 1 year ago | |
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RIDE Capital | - | Finanzielle Freiheit für Menschen, früher im Leben. Das ist die Vision von RIDE | RIDE ist ein WealthTech Unternehmen, welches Privatanlegern Zugang zu Finanz-Lös... | - |
Germany
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Berlin | Germany (HQ) | 2018 | Finance, Financial Services +2 | [email protected] |
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26
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35.7K | 2 years ago | Seed | 3 | 5.5M | 67 | 9 months ago | |
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ATON INVEST | - | Vous offrir sans distinction l'opportunité, d’investir sereinement et participer... | Aton Invest est une aspiration, un projet de construction d'une nouvelle générat... | - |
France
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- | France (HQ) | 2021 | Finance, Financial Services +2 | [email protected] |
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1.1K (809%) | 3 years ago | Pre Seed | 1 | 100.0K | 256 | 1 year ago | |
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Arkera | - | [Machine Learning, Human Thinking] | AI isn’t a magic bullet. Without domain expertise and workflow integration, trad... | - |
United Kingdom
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London | United Kingdom (HQ) | 2015 | AI, Finance +4 | [email protected] |
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524 | 7 years ago | Series A | 1 | 4.0M | 1411 | 3 s29 MhP | |
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Zen Assets | - | Zen Assets is an online wealth management service with tailored portfolios for i... | Zen Assets is a digital platform for managing your wealth that strives to enhanc... | - |
United Kingdom
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London | United Kingdom (HQ) | 2013 | Fintech, Wealth Management | [email protected] |
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48 | - | - | - | - | 13862 | 1 If1 DnN | |
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OptiFi | - | OptiFi est un cabinet de conseil financier, conseil en gestion de patrimoine et... | Optifi is a french based Financial Advisor, we provide expert financial advice.... | - | - | - | - | 2016 | Finance, Financial Services +1 | [email protected] |
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640 | - | - | - | - | 450 | 5 months ago | |
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Ant Money | - | Ant Money helps people open investment accounts through our embedded platform. | Ant Money helps people open investment accounts through our embedded platform. | - |
United States
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Newport Beach | United States (HQ) | 2020 | Finance, Financial Services +2 | [email protected] |
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491 | 3 years ago | Series A | 1 | 20.0M | 355 | 7 atB jwq | |
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Covr Financial Technologi... | New open positions 1 Jobs | Simplifying the way insurance is purchased for financial institutions, their adv... | Covr is an "Insurtech" company that provides a digital insurance platform that s... | - |
United States
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Hartford | United States (HQ) + 2 | 2016 | Financial Services, Fintech +4 | [email protected] |
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98
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21.1K (21%) | 3 years ago | Series B | 6 | 53.0M | 8731 | 5 months ago | |
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Mahaana (YC W22) | - | Pakistan's first digital asset management company | Mahaana is Pakistan’s first Digital Asset Management Company founded in 2022 by ... | - |
Pakistan
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Karachi | Pakistan (HQ) | 2022 | Financial Services, Wealth Management | [email protected] |
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11
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136.2K (-11%) | 2 years ago | Pre Seed | 1 | 2.1M | 3396 | 5 months ago | |
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Cube Wealth | - | Simplified wealth creation for busy professionals |
Simplified wealth creation for busy professionals We combine 4 magic ingredient... |
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India
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Mumbai | India (HQ) | 2016 | Fintech, Banking +1 | [email protected] |
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17
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10.5K (-16%) | 4 years ago | Series A | 3 | 2.5M | 2464 | 5 months ago | |
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Beacon Founders | - | Digital Private Banking, for remarkable tech founders. | Digital Private Banking, for remarkable tech founders. | - | - | - | - | 2021 | Fintech, Information Technology +1 | [email protected] |
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604 (-12%) | 3 years ago | Pre Seed | 1 | Unknown | 2608 | 4 months ago | |
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CapTex Bank | - | Your trusted partner in personal banking, wealth management, and business bankin... | Captex Bank is a provider of personal banking, wealth management, safe deposit b... | - | - | - | - | 2016 | Finance, Financial Services +2 | - |
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8.6K (41%) | 4 years ago | Series Unknown | 2 | 26.4M | 9 | 4 0nw FMs | |
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SoFi | - | SoFi helps you save, spend, earn, borrow, invest, and protect your money–all in... | SoFi is a values-driven company on a mission to help our members get their money... | - |
United States
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San Francisco | United States (HQ) + 6 | 2011 | Financial Services, Fintech +2 | [email protected] |
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4632
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16.7M (1%) | 1 year ago | Post Ipo Debt | 14 | 4.8B | 390723 | 5 months ago | |
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Cetera Financial Group | - | You bring the dreams. We’ll build the strategy. | We’re enablers. Mentors. Dream builders. Our purpose is to turn financial aspira... | - |
United States
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San Diego | United States (HQ) + 1 | 1981 | Financial Services, Retail +1 | [email protected] |
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1614
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53.7K (-3%) | 1 year ago | Private Equity | 1 | Unknown | 66368 | 5 months ago | |
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LCP | - | We fuse human expertise with powerful analytics to shape a more positive future. | At LCP, our experts provide clear, concise advice focused on your needs. We use... | - |
United Kingdom
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London | United Kingdom (HQ) + 5 | 1947 | Financial Services, Insurance +2 | [email protected] |
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1237
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42.3K (-4%) | 4 years ago | Private Equity | 2 | 41.0M | 13597 | 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] |
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85
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2.2K (83%) | 4 years ago | Series Unknown | 1 | Unknown | 906 | 5 months ago | |
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Perspective Financial Gro... | - | One of the UK's leading national financial planning and wealth management groups... | Perspective Financial Group Ltd is the parent company of over 46 client-centric... | - |
United Kingdom
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Chorley | United Kingdom (HQ) + 1 | 2008 | Financial Services, Legal Tech +1 | [email protected] |
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285
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5.4K (93%) | 1 year ago | Private Equity | 2 | Unknown | 2310 | 5 months ago | |
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UNest | - | The money app for your kids’ future | To help all parents build a better future for their kids | - |
United States
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North Hollywood | United States (HQ) | 2018 | Finance, Financial Services +3 | [email protected] |
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17
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9.5K (4%) | 1 year ago | Undisclosed | 8 | 39.2M | 2152 | 5 months ago | |
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Eton Solutions LP | - | At Eton Solutions, we’re transforming the family office of today, and reimaginin... | Eton Solutions is a software and services company founded to handle the complexi... | - |
United States
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Morrisville | United States (HQ) | 2015 | IT, Wealth Management | [email protected] |
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370
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7.2K (350%) | 2 years ago | Series C | 9 | 61.3M | 55508 | 5 months ago | |
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Summit Wealth Systems | - | Empowering abundance for wealth managers and their clients | Empowering abundance for wealth managers and their clients | - |
United States
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San Francisco | United States (HQ) | 2019 | Wealth Management | - |
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16
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1.3K | 3 years ago | Series A | 2 | 20.0M | 1523 | 5 months ago | |
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UPTIQ | - | Enterprise AI for Financial Services | Uptiq delivers an Enterprise AI Platform for the Banking, Wealth Management, and... | - | - | - | - | 2022 | Financial Services, Fintech +2 | [email protected] |
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70
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1.6K (-41%) | 2 years ago | Seed | 2 | 12.0M | 2661 | 5 months ago | |
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Reset | - | Reset is a public benefit corporation that provides mission-driven technology fo... | Reset is a public benefit corporation that provides mission-driven technology fo... | - | - | - | - | 2022 | Financial Services, Fintech +2 | [email protected] |
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1.1K (-94%) | 1 year ago | Pre Seed | 1 | 2.3M | 680 | 5 months ago | |
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Acorns | 1 month ago mentioned on Eu-startups. (View) | 🌳 Acorns / Grow your financial wellness 🌱 Acorns Early / Grow your kid’s money... | Acorns believes that anyone can achieve financial wellness — that’s why they’ve... | - |
United States
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Irvine | United States (HQ) + 1 | 2012 | Finance, Financial Services +2 | [email protected] |
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507
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2.5M | 3 years ago | Series F | 13 | 510.0M | 47514 | 5 months ago | |
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SmartAsset | - | - | SmartAsset is an online destination for consumer-focused financial information a... | - |
United States
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New York | United States (HQ) | 2012 | Finance, Financial Services +3 | [email protected] |
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250
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10.9M (-1%) | 3 years ago | Secondary Market | 8 | 161.4M | 12702 | 5 months ago |