Wealth Management
+243
Portfolio Management (2025 Update)
This group focuses on platforms streamlining wealth management through AI-powered analytics, alternative investment access, and automated portfolio rebalancing. Expecting disruption via digital tools.
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Latest Highlights
Explore Portfolio Management featuring 250 Companies in Wealth Management Industry
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AlphaMolly | - | Take emotion out of investing | AlphaMolly is an intuitive investor toolkit that integrates seamlessly with any... | - |
United Kingdom
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London | United Kingdom (HQ) | 2021 | Finance, Financial Services +2 | [email protected] |
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7
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1.5K (412%) | 2 years ago | Seed | 1 | Unknown | 252 | 8 months ago | |
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DoorFeed | - | Access, invest and manage residential real estate. | DoorFeed is building Europe’s leading investment and operating platform dedicate... | - |
United Kingdom
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London | United Kingdom (HQ) | 2021 | Finance, Financial Services +3 | [email protected] |
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38
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1.2K | 1 year ago | Seed | 3 | 12.0M | 2950 | 5 months ago | |
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The Double Alpha Factory | - | We enable smart and personalized portfolio management for financial experts – di... | At The Double Alpha Factory, we develop digital portfolio management algorithms... | - |
Germany
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- | Germany (HQ) | 2017 | AI, Finance +2 | [email protected] |
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203 (-100%) | - | - | - | - | 315 | 1 year ago | |
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PECULIUM | - | Bringing advanced wealth management and investment services to the world of Digi... | Making Sense of Crypto Investing | - |
France
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- | France (HQ) | 2017 | Blockchain, Crypto +3 | [email protected] |
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13
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34 | 3 years ago | Series Unknown | 5 | 18.5M | 1482 | 1 year ago | |
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Elinvar | - | Elinvar offers a Platform as a Service for asset & wealth managers to digitalize... | Elinvar empowers asset and wealth managers with the Platform as a Service they n... | - |
Germany
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Berlin | Germany (HQ) | 2016 | Finance, Financial Services +4 | [email protected] |
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69
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349 | 4 years ago | Series Unknown | 3 | 25.0M | 88729 | 2 iQ7 Iog | |
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WAVENURE | - | WAVENURE uses AI and financial analysis to improve investment decision-making an... | WAVENURE utilizes artificial intelligence, quantitative methods, and financial a... | - |
Italy
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- | Italy (HQ) + 1 | 2016 | AI, Finance +4 | [email protected] |
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466
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925 | - | - | - | - | 1398 | 1 year ago | |
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Delio | - | Meet Delio, the digital rails for building and strengthening your private market... | Be it asset managers, distributors or ecosystem providers, Delio is the partner... | - |
United Kingdom
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Cardiff | United Kingdom (HQ) + 3 | 2016 | Financial Services, Fintech +3 | [email protected] |
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49
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1.7K (-35%) | 3 years ago | Series Unknown | 5 | 12.1M | 5351 | 4 months ago | |
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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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316
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137 | - | - | - | - | 39512 | 6 pzG fqi | |
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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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322 | - | - | - | - | 450 | 4 months ago | |
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Wealthsimple | - | All of your investing, made simple. | All of your investing, made simple. wsim.co/legal | - |
Canada
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Toronto | Canada (HQ) + 2 | 2014 | Finance, Financial Services +2 | [email protected] |
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1351
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744 (-100%) | 4 years ago | Private Equity | 9 | 1.1B | 155897 | 4 months ago | |
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Boosted.ai | - | Supercharging productivity for investment managers through AI | Boosted.ai is how investment managers work smarter. Generative AI built specific... | - |
Canada
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Toronto | Canada (HQ) + 1 | 2017 | AI, Finance +3 | [email protected] |
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73
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24.5K (172%) | 3 years ago | Series B | 3 | 44.5M | 9601 | 1 year 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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Low
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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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EquityMultiple | - | The Future of Commercial Real Estate Investing. Invest Today, Enjoy Tomorrow. | EquityMultiple builds investor wealth through streamlined access to diversified... | - |
United States
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New York | United States (HQ) | 2015 | Finance, Fintech +2 | [email protected] |
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37
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71.1K (16%) | 1 year ago | Corporate Round | 4 | 5.0M | 3866 | 4 months ago | |
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Veris Wealth Partners | - | Veris helps our clients achieve financial goals while aiming to build a more jus... | Veris is an investment advisory firm that applies sustainable and impact investi... | - |
United States
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San Francisco | United States (HQ) + 4 | 2007 | Wealth Management | - |
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37
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1.5K (-21%) | 3 years ago | Private Equity | 1 | Unknown | 2769 | 4 months ago | |
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Vestinda | - | Automate & grow portfolio using hedge-fund-like trading strategies that were onl... | At Vestinda, we're not just another trading platform. We aim to be a community-d... | - |
Romania
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- | Romania (HQ) | 2022 | Financial Services, Wealth Management | [email protected] |
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5
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74.8K (2%) | 1 year ago | Pre Seed | 1 | 450.0K | 2741 | 5 months ago | |
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LYNK Markets | - | We are revolutionizing the distribution of alternative investments globally | LYNK Markets is a leading alternative investment platform that connect portfolio... | - |
United States
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Miami | United States (HQ) | 2020 | Finance, Financial Services +3 | [email protected] |
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34
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3.7K (495%) | 3 years ago | Pre Seed | 1 | Unknown | 1804 | 4 months ago | |
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PCR Financial Aggregation | - | Wealth Management's Most Trusted Financial Aggregation Utility | PCR is the leading provider of Financial Aggregation solutions to the wealth and... | - |
United States
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Wilton | United States (HQ) + 2 | 2002 | Big Data, Data Analytics +6 | [email protected] |
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167
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796 (2312%) | 5 years ago | Series Unknown | 1 | Unknown | 19384 | 5 months ago | |
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TILLIT | - | Make better investment decisions. Capital at risk. |
Discover and invest in best-in-class funds. From well-known classics to trailbl... |
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United Kingdom
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London | United Kingdom (HQ) | 2019 | Financial Services, Fintech +1 | [email protected] |
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17
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486 (-100%) | 3 years ago | Seed | 2 | 4.6M | 1911 | 9 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] |
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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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Passiv | - | Put your investment portfolio on autopilot | At Passiv, we know you work hard for your money and we believe that your money s... | - |
Canada
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- | Canada (HQ) | 2017 | Crypto, Finance +3 | - |
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166.4K (-10%) | 2 years ago | Seed | 6 | 3.2M | 889 | 5 months ago | |
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nest egg | - | The future of investment advice. | Nest Egg fuses cutting-edge technology with traditional human elements to delive... | - |
United States
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Conshohocken | United States (HQ) | 2016 | Finance, Platforms +1 | - |
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13
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4.8K (-72%) | 2 years ago | Pre Seed | 1 | 5.0M | 535 | 5 months ago | |
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Copia Wealth Studios | - | Copia’s WealthOS gives wealth owners & managers the ability to analyze, track an... | Copia’s WealthOS gives wealth owners & managers the ability to analyze, track an... | - |
United States
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- | United States (HQ) | 2021 | Financial Services, Fintech +1 | [email protected] |
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28
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4.5K (-43%) | 3 years ago | Seed | 1 | Unknown | 1506 | 5 months ago | |
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Wellington-Altus | - | Rated by Investment Advisors as Canada’s top investment dealers in the 2024 Brok... | Founded in 2017, Wellington-Altus Private Wealth Inc. (Wellington-Altus) is the... | - |
Canada
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Winnipeg | Canada (HQ) + 25 | 2017 | Financial Services, Wealth Management | - |
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726
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25.9K (-15%) | 1 year ago | Private Equity | 2 | 114.4M | 11287 | 10 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 | 4 months ago | |
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Wealthy | - | Empowering optimal financial decisions and personalized portfolio management for... | Wealthy develops innovative wealth management software that suggests optimal por... | - | - | - | - | 2015 | Financial Services, Fintech +2 | [email protected] |
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438
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45.3K (-35%) | 11 months ago | Series Unknown | 6 | 14.4M | 10164 | 11 months ago | |
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Crescenta | - | Invest in the best Private Equity funds worldwide | Whether you are a professional or a retail investor, invest with us in the best... | - |
Spain
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- | Spain (HQ) | 2022 | AI, Finance +3 | [email protected] |
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25
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24.0K (120%) | 1 year ago | Pre Seed | 1 | 3.5M | 11871 | 4 months ago | |
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WeInvest - Digital Wealth... | - | Digital wealth management & automated investment solutions for family offices, b... | WeInvest is Asia's first end-to-end Digital Wealth Platform and offers solutions... | - |
Singapore
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- | Singapore (HQ) + 5 | 2014 | Finance, Financial Services +4 | [email protected] |
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38
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438 (46%) | 6 years ago | Non Equity Assistance | 3 | 16.5M | 12324 | 2 years ago | |
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d1g1t | - | First enterprise wealth management platform powered by institutional-grade analy... | d1g1t is the leading institutional-grade Enterprise Wealth Management Platform f... | - |
Canada
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Toronto | Canada (HQ) | 2017 | Analytics, Financial Services +2 | [email protected] |
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Low
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89
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39.1K (-8%) | 1 year ago | Debt Financing | 5 | 24.4M | 4134 | 4 months ago | |
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Arch | - | The Digital Admin For Private Investments | Arch solves many of the problems facing active Investors / LPs: collecting K-1s;... | - |
United States
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New York | United States (HQ) | 2018 | Real Estate, Wealth Management | [email protected] |
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282
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5.0K (-40%) | 1 year ago | Series A | 3 | 25.5M | 4781 | 6 months ago | |
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Eko | - | Personalized investments as a service | Delivers a next generation investment product, without having to build anything... | - |
United States
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New York | United States (HQ) | 2020 | Financial Services, Fintech +2 | [email protected] |
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9
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1.1K | 1 year ago | Pre Seed | 4 | 2.2M | 1168 | 5 months ago | |
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Shenzhen Jinfuzi Network... | - | Empowering investors to choose the perfect portfolio with ease. | Jinfuzi.com (金斧子) is an online investment platform that empowers users to inv... | - | - | - | - | 2012 | Financial Services, Fintech +2 | - |
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3
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81.6K (2%) | 6 years ago | Series C | 5 | 75.8M | 27053 | 6 HYc P0S | |
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Elysys Financial Systems | - | Innovative Financial Services Software designed for: HNWI, Family Offices, Asset... |
Enterprise Class Financial Systems For Wealth And Loans Management Founded in 2... |
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Monaco
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- | Monaco (HQ) | 2003 | Financial Services, Information Technology +2 | [email protected] |
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Low
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15
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948 (-100%) | - | - | - | - | 1187 | 4 months ago | |
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International Private Ban... | - | Powering Digital Wealth Management Solutions |
Focused Solutions for Private Banking We've hit a 30 year milestone for Interna... |
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Bahamas The
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- | Bahamas The (HQ) | 1993 | Financial Services, Banking +1 | [email protected] |
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4
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921 (-100%) | - | - | - | - | 89920 | 6 2Th oOB | |
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ERI | - | Digitising financial services processes to achieve operational efficiency that a... | ERI is an international company specialising in the design, development, distrib... | - |
Switzerland
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Meyrin | Switzerland (HQ) + 4 | - | API, Financial Services +4 | [email protected] |
1
Low
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331
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1.5K (-56%) | - | - | - | - | 13006 | 5 months ago | |
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Croesus | - | Croesus offers innovative, powerful, and secure wealth management solutions. | Croesus provides innovative, high-performance, and secure wealth management solu... | - |
Canada
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Laval | Canada (HQ) + 2 | 1987 | Financial Services, Wealth Management | [email protected] |
1
Low
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230
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8.4K (-37%) | - | - | - | - | 7846 | 4 months ago | |
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ManageMyFortune.com | Not active anymore | - | An online wealth management platform for retail investors, SEBI Registered Inves... | - |
India
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Mumbai | India (HQ) | 2011 | Financial Services, Fintech +2 | [email protected] |
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N/A
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2
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440 | 8 years ago | Seed | 1 | Unknown | 393 | 7 years ago | |
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Bellwether Investment Man... | - | - | Bellwether Investment Management Inc. is a hand-picked team of portfolio manager... | - |
Canada
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Oakville | Canada (HQ) + 6 | 2018 | Financial Services, Wealth Management | [email protected] |
1
Low
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47
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3.2K (23%) | - | - | - | - | 2321 | 4 months ago | |
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ALPHABETA INC | - | Experience first-of-kind visual finance lab. Learn-by-doing and compete with the... | ALPHABETA (www.alphabeta.io) is the first platform to use true visual collaborat... | - |
United States
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New Orleans | United States (HQ) + 1 | 2014 | Education, Finance +1 | [email protected] |
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Low
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19
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1.3K | 6 years ago | Seed | 2 | 3.5M | 773 | 7 vWs 3tb | |
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Fronteer Solutions | - | Unlock Global Opportunities with Expert Asset Management | Fronteer Solutions specializes in asset management, providing a range of savings... | - | - | - | - | 2015 | Financial Services, Wealth Management | [email protected] |
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671
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679 | 6 years ago | Series Unknown | 3 | 4.6M | 88265 | 3 e64 r9X | |
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Freedom Advisors | - | - | Freedom Advisors offers a complete portfolio management solution, comprehensive... | - |
United States
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Hartford | United States (HQ) | 2007 | Computing, Financial Services +2 | [email protected] |
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Low
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53
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4.4K (-10%) | 6 years ago | Series Unknown | 3 | 21.7M | 2839 | 4 months ago | |
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Mubadala | - | An Abu Dhabi sovereign investor managing a global portfolio of assets valued at... | Mubadala Investment Company is a global, sovereign investor with an entrepreneur... | - |
United Arab Emirates
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- | United Arab Emirates (HQ) | 2002 | Finance, Government and Military +2 | [email protected] |
1
Low
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1838
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65.9K | - | - | - | - | 434421 | 4 months ago | |
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PoM WM | - | PoM WM is a next-gen investment platform that make the Family Office bespoke ser... | PoM WM is a next-gen investment platform that helps wealth management similarly... | - |
Brazil
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- | Brazil (HQ) + 1 | 2022 | Financial Services, Fintech +3 | [email protected] |
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Low
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7
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244 | 2 years ago | Pre Seed | 1 | 2.0M | 1463 | 1 year ago |