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.
👋🏼 Hello! I'm Bounce Watch, collecting insights from Top Wealth Management Startups in United States watchlist for you.
Real-Time Scouting Assistant
Explore Top Wealth Management Startups in United States featuring 1797 Companies
|
|
|
|||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
|
CogniCor Technologies | - | Generative AI for Advisors | CogniCor is the leading Generative AI Advisor Copilot platform that fundamentall... | - |
United States
|
Palo Alto | United States (HQ) + 1 | 2018 | AI, Fintech +3 | [email protected] |
1
Low
|
57
|
1.5K (25%) | 3 years ago | Seed | 8 | 941.7K | 5159 | 5 months ago | |
|
|
|
DAIZY | - | AI-enabled content generation and insight solutions for financial services |
GenAI content and analysis for investment services. Our platform, Daizy Scribe... |
- |
United States
|
New York | United States (HQ) | 2018 | AI, Crypto +3 | [email protected] |
1
Low
|
36
|
936 (-100%) | 2 years ago | Pre Seed | 3 | 3.9M | 1733 | 5 months ago | |
|
|
|
Botin | - | Investing in stocks and crypto, made simple. | Investment super app for Latin America | - |
United States
|
Wilmington | United States (HQ) | 2021 | Crypto, Finance +5 | [email protected] |
1
Low
|
1
|
733 | 3 years ago | Pre Seed | 2 | 100.0K | 392 | 9 df1 9s1 | |
|
|
|
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
|
New York | United States (HQ) | 2017 | AI, Analytics +5 | [email protected] |
1
Low
|
48
|
6.8K (70%) | 2 years ago | Series A | 3 | 26.0M | 35633 | 1 week ago | |
|
|
|
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
|
San Francisco | United States (HQ) + 2 | 2017 | Finance, Financial Services +3 | [email protected] |
1
Low
|
22
|
278 | 2 years ago | Seed | 4 | 2.3M | 1761 | 5 months ago | |
|
|
|
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
|
San Francisco | United States (HQ) | 2015 | Finance, Fintech +4 | [email protected] |
1
Low
|
747
|
554.4K (-20%) | 11 months ago | Series Unknown | 10 | 764.6M | 20968 | 5 months ago | |
|
|
|
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
|
San Francisco | United States (HQ) + 2 | 2017 | Financial Services, Fintech +1 | [email protected] |
1
Low
|
26
|
32.5K (13%) | 2 years ago | Pre Seed | 5 | 707.0M | 6590 | 6 months ago | |
|
|
|
Wahed | - | Freedom from Riba | Wahed Inc. (“Wahed”, “Wahed Invest”), is an Ethical and Shariah compliant digita... | - |
United Kingdom
|
London | United Kingdom (HQ) + 3 | 2017 | Financial Services, Fintech +2 | [email protected] |
1
Low
|
181
|
246.5K | 3 years ago | Series B | 5 | 90.0M | 34340 | 6 months ago | |
|
|
|
Goalsetter | - | Winner of the 2022 FinTech Breakthrough Award for “Best Personal Finance Product... | Goalsetter is a goal-based savings and gifting platform, made just for kids and... | - |
United States
|
New York | United States (HQ) | 2015 | EdTech, Financial Services +3 | [email protected] |
1
Low
|
69
|
3.7K (-47%) | 1 year ago | Series A | 9 | 39.7M | 5515 | 1 year ago | |
|
|
|
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
|
Marietta | United States (HQ) | 1998 | Finance, Financial Services +3 | [email protected] |
1
Low
|
241
|
2.7K (-53%) | 11 months ago | Debt Financing | 7 | 1.2B | 13779 | 5 months ago | |
|
|
|
Nada Inc. | - | Unlocking real estate wealth for everyone. | Nada is an award-winning fintech and investment platform on a mission to unlock... | - |
United States
|
Dallas | United States (HQ) + 1 | 2019 | Financial Services, Fintech +4 | [email protected] |
1
Low
|
952
|
2.3K (-67%) | 1 year ago | Seed | 8 | 13.1M | 4139 | 5 months ago | |
|
|
|
Summit Wealth Systems | - | Empowering abundance for wealth managers and their clients | Empowering abundance for wealth managers and their clients | - |
United States
|
San Francisco | United States (HQ) | 2019 | Wealth Management | - |
1
Low
|
16
|
1.3K | 3 years ago | Series A | 2 | 20.0M | 1523 | 5 months ago | |
|
|
|
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
|
New York | United States (HQ) | 2018 | Financial Services, Fintech +1 | [email protected] |
1
Low
|
44
|
34.5K (71%) | 1 year ago | Series A | 3 | 36.0M | 2655 | 5 months ago | |
|
|
|
Modern Wealth Management | - | Confidence, Freedom, and Time | At Modern Wealth Management, our goal is to reimagine the delivery of financial... | - |
United States
|
Lenexa | United States (HQ) | 1996 | Financial Services, Wealth Management | - |
1
Low
|
171
|
10.5K (-44%) | 2 years ago | Private Equity | 1 | 200.0M | 4633 | 5 months ago | |
|
|
|
Farther | - | Move your wealth forward | Farther is the leading technology-centric wealth management firm – empowering ex... | - |
United States
|
New York | United States (HQ) + 1 | 2019 | Finance, Financial Services +2 | [email protected] |
1
Low
|
282
|
11.0K (51%) | 8 months ago | Seri C | 6 | 46.0M | 8758 | 7 months ago | |
|
|
|
nest egg | - | The future of investment advice. | Nest Egg fuses cutting-edge technology with traditional human elements to delive... | - |
United States
|
Conshohocken | United States (HQ) | 2016 | Finance, Platforms +1 | - |
1
Low
|
13
|
4.8K (-72%) | 2 years ago | Pre Seed | 1 | 5.0M | 535 | 6 months ago | |
|
|
|
Plenty | - | The free money app for couples. | Plenty is a free money app for couples. We go beyond budgeting, making it simple... | - |
United States
|
San Francisco | United States (HQ) | 2022 | Financial Services, Fintech +2 | [email protected] |
1
Low
|
9
|
89.9K (200%) | 1 year ago | Seed | 2 | 7.8M | 2450 | 5 months ago | |
|
|
|
Envel | - | 🧠Banking on Autopilot | Envel is a Harvard-founded financial technology company that leverages AI and be... | - |
United States
|
Boston | United States (HQ) | 2018 | AI, Financial Services +3 | - |
1
Low
|
10
|
1.0K (871%) | 3 years ago | Equity Crowdfunding | 10 | 14.9M | 2865 | 10 9e2 EwN | |
|
|
|
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
|
Tampa | United States (HQ) | 2020 | Fintech, Legal Tech +2 | [email protected] |
1
Low
|
10
|
748 | 3 years ago | Seed | 1 | 1.8M | 2140 | 5 months ago | |
|
|
|
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 company’s carbon footprint? Is that company mixed up in human right... | - |
United States
|
New York | United States (HQ) | 2021 | Financial Services, Fintech +1 | [email protected] |
1
Low
|
32
|
21.2K (-23%) | 2 years ago | Seed | 2 | 5.0M | 3195 | 1 year ago | |
|
|
|
ForwardLane Inc. | - | Powerful personalized insights for financial services professionals. |
Smarter Conversations with Clients Accelerate Digital Engagement. Be Relevant, U... |
- |
United States
|
New York | United States (HQ) | 2015 | AI, Finance +4 | [email protected] |
1
Low
|
16
|
695 (-61%) | 2 years ago | Convertible Note | 7 | 8.1M | 1708 | 6 months ago | |
|
|
|
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
|
Mclean | United States (HQ) | 2020 | Financial Services, Fintech +1 | [email protected] |
1
Low
|
81
|
934 (-100%) | 2 years ago | Series A | 1 | 12.0M | 3003 | 6 months ago | |
|
|
|
Eko | - | Personalized investments as a service | Delivers a next generation investment product, without having to build anything... | - |
United States
|
New York | United States (HQ) | 2020 | Financial Services, Fintech +2 | [email protected] |
1
Low
|
9
|
1.1K | 1 year ago | Pre Seed | 4 | 2.2M | 1168 | 6 months ago | |
|
|
|
FLIT Invest | - | Impact Investing Made Easy | FLIT Invest is an automated impact investing app that allows users to align thei... | - |
United States
|
New York | United States (HQ) + 2 | 2020 | Finance, Financial Services +3 | [email protected] |
1
Low
|
3
|
1.2K (-14%) | 2 years ago | Pre Seed | 1 | 750.0K | 1084 | 2 years ago | |
|
|
|
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
|
Atlanta | United States (HQ) | 2017 | Wealth Management | [email protected] |
1
Low
|
14
|
293 (-100%) | 1 year ago | Grant | 1 | 250.0K | 5240 | 7 months ago | |
|
|
|
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... |
- |
United States
|
Columbus | United States (HQ) | 2018 | Financial Services, Fintech +4 | [email protected] |
1
Low
|
19
|
12.5K (33%) | 3 years ago | Seed | 5 | 4.1M | 1543 | 8 months ago | |
|
|
|
Wealth.com | - | A combination of best-in-class estate planning technology and human expertise to... | Founded in 2021, wealth.com is the industry’s leading estate planning platform,... | - |
United States
|
Tempe | United States (HQ) | 2021 | AI, Financial Services +3 | [email protected] |
1
Low
|
119
|
20.1K (78%) | 2 months ago | Corporate Round | 4 | 46.0M | 6549 | 5 months ago | |
|
|
|
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
|
Austin | United States (HQ) + 1 | 2014 | Analytics, Insurance +2 | [email protected] |
1
Low
|
2
|
329 | 6 years ago | Series A | 7 | 13.6M | 1937 | 1 year ago | |
|
|
|
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
|
Washington | United States (HQ) | 2017 | Finance, Financial Services +3 | [email protected] |
1
Low
|
46
|
32.6K (26%) | 2 years ago | Series Unknown | 5 | 7.5M | 5387 | 7 months ago | |
|
|
|
Masttro | - | Wealth in full view. Masttro is The WealthData Company. | Masttro is the WealthData Company. Masttro aggregates, analyzes and reports your... | - |
United States
|
New York | United States (HQ) + 1 | 2010 | Financial Services, Fintech +3 | - |
1
Low
|
64
|
552 (-100%) | 2 years ago | Series A | 1 | 43.0M | 4188 | 6 months ago | |
|
|
|
leafplanner | - | Connecting the disparate parts of life, enabling families to apply a family offi... | Humans aren’t as good as we think at identifying unknowns. leafplanner enables y... | - |
United States
|
Salt Lake City | United States (HQ) | 2021 | Information Technology, Wealth Management | - |
1
Low
|
10
|
1.7K (183%) | 2 years ago | Series Unknown | 1 | 1.3M | 669 | 6 months ago | |
|
|
|
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
|
Chicago | United States (HQ) | 2010 | Finance, Financial Services +3 | [email protected] |
1
Low
|
102
|
13.5K (17%) | 10 months ago | Series Unknown | 3 | 37.0M | 5023 | 5 months ago | |
|
|
|
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. Maridea’s wealt... | - |
United States
|
Brooklyn | United States (HQ) | 2023 | Financial Services, Wealth Management | [email protected] |
1
Low
|
12
|
265 (-63%) | 1 year ago | Seed | 1 | 650.0K | 177 | 5 months ago | |
|
|
|
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
|
Austin | United States (HQ) | 2016 | Finance, SaaS +1 | [email protected] |
1
Low
|
82
|
2.3K (5%) | 3 years ago | Non Equity Assistance | 4 | 4.0M | 1051 | 2 years ago | |
|
|
|
WebStreet | - | Turn Active Online Businesses Into Passive Income |
Empire Flippers Capital is now WebStreet. WebStreet operates a first-of-its-kin... |
- |
United States
|
Wilmington | United States (HQ) | 2021 | Finance, Financial Services +1 | [email protected] |
1
Low
|
27
|
6.3K (-59%) | 1 year ago | Seed | 1 | 2.3M | 878 | 5 months ago | |
|
|
|
Nelumbium Capital | - | Liquidity risk focused alternative fund | Nelumbium Capital is a new-age asset management company, with the basic premise... | - |
United States
|
New York | United States (HQ) | 2019 | Finance, Financial Services +3 | [email protected] |
1
Low
|
5
|
685 (-100%) | 2 years ago | Seed | 1 | 250.0K | 823 | 6 months ago | |
|
|
|
RetireOne | - | Fiduciary Annuity + Insurance Marketplace | Serving over 1,000 RIAs and fee-based advisors since 2011, RetireOne is the lead... | - |
United States
|
San Francisco | United States (HQ) + 1 | 2011 | Finance, Financial Services +3 | [email protected] |
1
Low
|
25
|
3.6K (-12%) | 12 years ago | Series Unknown | 2 | 4.7M | 1144 | 1 year ago | |
|
|
|
Solvent.Life™ | - | 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
|
New York | United States (HQ) + 2 | 2018 | Finance, Financial Services +1 | [email protected] |
1
Low
|
13
|
2.8K (238%) | 1 year ago | Undisclosed | 3 | 2.1M | 1469 | 5 months ago | |
|
|
|
Bloom | - | Investing app that teaches the next generation how to build wealth. | We are empowering the next generation of Americans to start building wealth. | - |
United States
|
San Francisco | United States (HQ) | 2021 | EdTech, Financial Services +2 | [email protected] |
1
Low
|
10
|
82.5K (-34%) | 2 years ago | Seed | 3 | 4.5M | 2411 | 1 year ago | |
|
|
|
Aspiriant | - | A leading independent wealth management firm. | We’re Aspiriant, a national, independent wealth management firm that is 100% emp... | - |
United States
|
Los Angeles | United States (HQ) + 9 | 2008 | Financial Services, Wealth Management | - |
1
Low
|
229
|
7.1K (-10%) | 6 years ago | Series Unknown | 1 | 2.8M | 6205 | 5 months ago |