Top Wealth Management Startups in United States (2025 Update)
Explore the best Wealth Management companies in United States. Discover high-growth startups and investment opportunities in our 2025 updated list.
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Explore Top Wealth Management Startups in United States featuring 1796 Companies
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CogniCor Technologies | - | Generative AI for Advisors | CogniCor is the leading Generative AI Advisor Copilot platform that fundamentall... | - |
United States
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Palo Alto | United States (HQ) + 1 | 2018 | AI, Fintech +3 | [email protected] |
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57
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1.5K (25%) | 3 years ago | Seed | 8 | 941.7K | 5159 | 5 months ago | |
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DAIZY | - | AI-enabled content generation and insight solutions for financial services |
GenAI content and analysis for investment services. Our platform, Daizy Scribe... |
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United States
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New York | United States (HQ) | 2018 | AI, Crypto +3 | [email protected] |
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Low
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36
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488 (-100%) | 2 years ago | Pre Seed | 3 | 3.9M | 1733 | 5 months ago | |
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Botin | - | Investing in stocks and crypto, made simple. | Investment super app for Latin America | - |
United States
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Wilmington | United States (HQ) | 2021 | Crypto, Finance +5 | [email protected] |
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1
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765 | 3 years ago | Pre Seed | 2 | 100.0K | 392 | 5 v5g Tf1 | |
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Alkymi | - | Alkymi is the AI-powered end-to-end solution for managing your private markets i... | Alkymi is the AI-powered end-to-end solution for managing your investment docume... | - |
United States
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New York | United States (HQ) | 2017 | AI, Analytics +5 | [email protected] |
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Low
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48
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6.8K (70%) | 2 years ago | Series A | 3 | 26.0M | 35633 | 5 days ago | |
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The Beans | - | Simplifying the path to financial balance through design and technology, so that... | Our mission is to simplify the path to financial balance through evidence-based... | - |
United States
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San Francisco | United States (HQ) + 2 | 2017 | Finance, Financial Services +3 | [email protected] |
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Low
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22
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414 | 2 years ago | Seed | 4 | 2.3M | 1761 | 5 months ago | |
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Human Interest | - | Affordable, full-service 401(k) plans for SMBs. | Human Interest is founded on a simple idea: Affordable, zero-transaction fee, 40... | - |
United States
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San Francisco | United States (HQ) | 2015 | Finance, Fintech +4 | [email protected] |
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Low
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747
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554.4K (-20%) | 10 months ago | Series Unknown | 10 | 764.6M | 20968 | 5 months ago | |
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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] |
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Low
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26
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32.5K (13%) | 2 years ago | Pre Seed | 5 | 707.0M | 6590 | 6 months ago | |
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Wahed | - | Freedom from Riba | Wahed Inc. (āWahedā, āWahed Investā), is an Ethical and Shariah compliant digita... | - |
United Kingdom
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London | United Kingdom (HQ) + 3 | 2017 | Financial Services, Fintech +2 | [email protected] |
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Low
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181
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246.5K | 2 years ago | Series B | 5 | 90.0M | 34340 | 6 months ago | |
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Goalsetter | - | Winner of the 2022 FinTech Breakthrough Award for āBest Personal Finance Product... | Goalsetter is a goal-based savings and gifting platform, made just for kids and... | - |
United States
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New York | United States (HQ) | 2015 | EdTech, Financial Services +3 | [email protected] |
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69
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3.7K (-47%) | 1 year ago | Series A | 9 | 39.7M | 5515 | 1 year ago | |
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CAN Capital | - | We exist to help small business succeed! | CAN Capital has helped over 81,000 small businesses gain access to over $8 Billi... | - |
United States
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Marietta | United States (HQ) | 1998 | Finance, Financial Services +3 | [email protected] |
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241
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2.7K (-53%) | 11 months ago | Debt Financing | 7 | 1.2B | 13779 | 5 months ago | |
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Nada Inc. | - | Unlocking real estate wealth for everyone. | Nada is an award-winning fintech and investment platform on a mission to unlock... | - |
United States
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Dallas | United States (HQ) + 1 | 2019 | Financial Services, Fintech +4 | [email protected] |
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952
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2.3K (-67%) | 1 year ago | Seed | 8 | 13.1M | 4139 | 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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Low
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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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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] |
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Low
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44
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34.5K (71%) | 1 year ago | Series A | 3 | 36.0M | 2655 | 5 months ago | |
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Modern Wealth Management | - | Confidence, Freedom, and Time | At Modern Wealth Management, our goal is to reimagine the delivery of financial... | - |
United States
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Lenexa | United States (HQ) | 1996 | Financial Services, Wealth Management | - |
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171
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10.5K (-44%) | 2 years ago | Private Equity | 1 | 200.0M | 4633 | 5 months ago | |
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Farther | - | Move your wealth forward | Farther is the leading technology-centric wealth management firm ā empowering ex... | - |
United States
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New York | United States (HQ) + 1 | 2019 | Finance, Financial Services +2 | [email protected] |
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Low
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282
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11.0K (51%) | 8 months ago | Seri C | 6 | 46.0M | 8758 | 7 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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Low
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13
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4.8K (-72%) | 2 years ago | Pre Seed | 1 | 5.0M | 535 | 6 months ago | |
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Plenty | - | The free money app for couples. | Plenty is a free money app for couples. We go beyond budgeting, making it simple... | - |
United States
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San Francisco | United States (HQ) | 2022 | Financial Services, Fintech +2 | [email protected] |
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Low
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9
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89.9K (200%) | 1 year ago | Seed | 2 | 7.8M | 2450 | 5 months ago | |
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SoFi | - | SoFi helps you save, spend, earn, borrow, invest, and protect your moneyāall 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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Envel | - | š§ Banking on Autopilot | Envel is a Harvard-founded financial technology company that leverages AI and be... | - |
United States
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Boston | United States (HQ) | 2018 | AI, Financial Services +3 | - |
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10
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1.0K (871%) | 3 years ago | Equity Crowdfunding | 10 | 14.9M | 2865 | 3 eld 45w | |
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Trustate | - | Automated estate operations & trust funding at the click of a button. | Automated estate operations & trust funding in an easy-to-use platform. We take... | - |
United States
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Tampa | United States (HQ) | 2020 | Fintech, Legal Tech +2 | [email protected] |
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Low
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10
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960 | 3 years ago | Seed | 1 | 1.8M | 2140 | 5 months ago | |
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Fennel | 1 month ago mentioned on Webrazzi. (View) | Investing app that gives you the power to create change through your investments... | How big is a companyās carbon footprint? Is that company mixed up in human right... | - |
United States
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New York | United States (HQ) | 2021 | Financial Services, Fintech +1 | [email protected] |
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Low
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32
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21.2K (-23%) | 2 years ago | Seed | 2 | 5.0M | 3195 | 1 year ago | |
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ForwardLane Inc. | - | Powerful personalized insights for financial services professionals. |
Smarter Conversations with Clients Accelerate Digital Engagement. Be Relevant, U... |
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United States
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New York | United States (HQ) | 2015 | AI, Finance +4 | [email protected] |
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16
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695 (-61%) | 2 years ago | Convertible Note | 7 | 8.1M | 1708 | 6 months ago | |
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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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323 (-100%) | 2 years ago | Series A | 1 | 12.0M | 3003 | 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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Low
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9
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1.1K | 1 year ago | Pre Seed | 4 | 2.2M | 1168 | 6 months ago | |
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FLIT Invest | - | Impact Investing Made Easy | FLIT Invest is an automated impact investing app that allows users to align thei... | - |
United States
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New York | United States (HQ) + 2 | 2020 | Finance, Financial Services +3 | [email protected] |
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Low
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3
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1.2K (-14%) | 2 years ago | Pre Seed | 1 | 750.0K | 1084 | 2 years ago | |
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Wealthfront | - | Save and invest for whatās next. | Wealthfront integrates investing and saving products to help young professionals... | - |
United States
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Palo Alto | United States (HQ) | 2011 | Finance, Financial Services +2 | [email protected] |
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Low
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365
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3.6M (3%) | 2 years ago | Convertible Note | 7 | 274.2M | 37990 | 6 months ago | |
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Atlanta Wealth Building I... | - | Leveraging ideas, people and capital to close the racial wealth gap and achieve... | Atlanta Wealth Building Initiative is an intermediary that seeks to achieve shar... | - |
United States
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Atlanta | United States (HQ) | 2017 | Wealth Management | [email protected] |
1
Low
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14
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651 (-100%) | 1 year ago | Grant | 1 | 250.0K | 5240 | 7 months ago | |
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Tribevest | - | A platform for Investor Groups. Form & fund your multi-member micro-business in... |
Administrative services and tools for partnerships. The #1 platform to safely op... |
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United States
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Columbus | United States (HQ) | 2018 | Financial Services, Fintech +4 | [email protected] |
1
Low
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19
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12.5K (33%) | 3 years ago | Seed | 5 | 4.1M | 1543 | 8 months ago | |
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Wealth.com | - | A combination of best-in-class estate planning technology and human expertise to... | Founded in 2021, wealth.com is the industryās leading estate planning platform,... | - |
United States
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Tempe | United States (HQ) | 2021 | AI, Financial Services +3 | [email protected] |
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Low
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119
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20.1K (78%) | 1 month ago | Corporate Round | 4 | 46.0M | 6549 | 5 months ago | |
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Liveoak Technologies, a D... | - | Liveoak is now a DocuSign company. The Agreement Cloud is expanding to deliver n... | Liveoak is now a DocuSign company. The Liveoak cloud platform seamlessly integra... | - |
United States
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Austin | United States (HQ) + 1 | 2014 | Analytics, Insurance +2 | [email protected] |
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Low
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2
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986 | 6 years ago | Series A | 7 | 13.6M | 1937 | 1 year ago | |
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Savi | - | A social impact startup connecting 46 million Americans with student loans to be... | Savi is a unique student loan wellness platform that uses financial technology t... | - |
United States
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Washington | United States (HQ) | 2017 | Finance, Financial Services +3 | [email protected] |
1
Low
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46
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32.6K (26%) | 2 years ago | Series Unknown | 5 | 7.5M | 5387 | 7 months ago | |
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Masttro | - | Wealth in full view. Masttro is The WealthData Company. | Masttro is the WealthData Company. Masttro aggregates, analyzes and reports your... | - |
United States
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New York | United States (HQ) + 1 | 2010 | Financial Services, Fintech +3 | - |
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64
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206 (-100%) | 2 years ago | Series A | 1 | 43.0M | 4188 | 6 months ago | |
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leafplanner | - | Connecting the disparate parts of life, enabling families to apply a family offi... | Humans arenāt as good as we think at identifying unknowns. leafplanner enables y... | - |
United States
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Salt Lake City | United States (HQ) | 2021 | Information Technology, Wealth Management | - |
1
Low
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10
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1.7K (183%) | 2 years ago | Series Unknown | 1 | 1.3M | 669 | 6 months ago | |
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GeoWealth | - | We are The Advisor's TAMP, built for RIAs like you. Reach out to learn more abou... | GeoWealth is the advisor driven, tech enabled Turnkey Asset Management Platform... | - |
United States
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Chicago | United States (HQ) | 2010 | Finance, Financial Services +3 | [email protected] |
1
Low
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102
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13.5K (17%) | 10 months ago | Series Unknown | 3 | 37.0M | 5023 | 5 months ago | |
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Maridea Wealth Management | - | Trust, hospitality and fiduciary. We are an SEC-registered advisory firm that pr... | Maridea Wealth Advisors is a best-in-class wealth advisory firm. Marideaās wealt... | - |
United States
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Brooklyn | United States (HQ) | 2023 | Financial Services, Wealth Management | [email protected] |
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Low
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12
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265 (-63%) | 1 year ago | Seed | 1 | 650.0K | 177 | 5 months ago | |
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Truelytics (Acquired by E... | - | Transforming the way the wealth management industry discovers opportunity. | Truelytics is the leading business intelligence platform to measure advisor perf... | - |
United States
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Austin | United States (HQ) | 2016 | Finance, SaaS +1 | [email protected] |
1
Low
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443
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2.3K (5%) | 3 years ago | Non Equity Assistance | 4 | 4.0M | 1051 | 2 years ago | |
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WebStreet | - | Turn Active Online Businesses Into Passive Income |
Empire Flippers Capital is now WebStreet. WebStreet operates a first-of-its-kin... |
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United States
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Wilmington | United States (HQ) | 2021 | Finance, Financial Services +1 | [email protected] |
1
Low
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27
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6.3K (-59%) | 1 year ago | Seed | 1 | 2.3M | 878 | 5 months ago | |
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Nelumbium Capital | - | Liquidity risk focused alternative fund | Nelumbium Capital is a new-age asset management company, with the basic premise... | - |
United States
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New York | United States (HQ) | 2019 | Finance, Financial Services +3 | [email protected] |
1
Low
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5
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57 (-100%) | 2 years ago | Seed | 1 | 250.0K | 823 | 6 months ago | |
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RetireOne | - | Fiduciary Annuity + Insurance Marketplace | Serving over 1,000 RIAs and fee-based advisors since 2011, RetireOne is the lead... | - |
United States
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San Francisco | United States (HQ) + 1 | 2011 | Finance, Financial Services +3 | [email protected] |
1
Low
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25
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3.6K (-12%) | 12 years ago | Series Unknown | 2 | 4.7M | 1144 | 1 year ago | |
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Solvent.Lifeā¢ | - | Building neural network trading platforms for both hedge funds & retail traders... | We engineer trading platforms driven by neural networks, serving hedge funds and... | - |
United States
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New York | United States (HQ) + 2 | 2018 | Finance, Financial Services +1 | [email protected] |
1
Low
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13
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2.8K (238%) | 1 year ago | Undisclosed | 3 | 2.1M | 1469 | 5 months ago |