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

Showing 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 Flag 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 Flag United States New York United States (HQ) 2018 AI, Crypto +3 [email protected]
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Low
36
488 (-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 Flag United States Wilmington United States (HQ) 2021 Crypto, Finance +5 [email protected]
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Low
1
765 3 years ago Pre Seed 2 100.0K 392 5 v5g Tf1
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 Flag United States New York United States (HQ) 2017 AI, Analytics +5 [email protected]
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48
6.8K (70%) 2 years ago Series A 3 26.0M 35633 5 days 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 Flag United States San Francisco United States (HQ) + 2 2017 Finance, Financial Services +3 [email protected]
1
Low
22
414 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 Flag United States San Francisco United States (HQ) 2015 Finance, Fintech +4 [email protected]
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747
554.4K (-20%) 10 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 Flag United States San Francisco United States (HQ) + 2 2017 Financial Services, Fintech +1 [email protected]
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26
32.5K (13%) 2 years ago Pre Seed 5 707.0M 6590 6 months ago
Wahed - Freedom from Riba Wahed Inc. (ā€œWahedā€, ā€œWahed Investā€), is an Ethical and Shariah compliant digita... - United Kingdom Flag United Kingdom London United Kingdom (HQ) + 3 2017 Financial Services, Fintech +2 [email protected]
1
Low
181
246.5K 2 years ago Series B 5 90.0M 34340 6 months ago
Goalsetter - Winner of the 2022 FinTech Breakthrough Award for ā€œBest Personal Finance Product... Goalsetter is a goal-based savings and gifting platform, made just for kids and... - United States Flag United States New York United States (HQ) 2015 EdTech, Financial Services +3 [email protected]
1
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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 Flag United States Marietta United States (HQ) 1998 Finance, Financial Services +3 [email protected]
1
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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 Flag 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 Flag United States San Francisco United States (HQ) 2019 Wealth Management -
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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 Flag United States New York United States (HQ) 2018 Financial Services, Fintech +1 [email protected]
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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 Flag United States Lenexa United States (HQ) 1996 Financial Services, Wealth Management -
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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 Flag United States New York United States (HQ) + 1 2019 Finance, Financial Services +2 [email protected]
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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 Flag United States Conshohocken United States (HQ) 2016 Finance, Platforms +1 -
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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 Flag United States San Francisco United States (HQ) 2022 Financial Services, Fintech +2 [email protected]
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9
89.9K (200%) 1 year ago Seed 2 7.8M 2450 5 months ago
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 Flag United States San Francisco United States (HQ) + 6 2011 Financial Services, Fintech +2 [email protected]
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4632
16.7M (1%) 1 year ago Post Ipo Debt 14 4.8B 390723 5 months ago
Envel - 🧠 Banking on Autopilot Envel is a Harvard-founded financial technology company that leverages AI and be... - United States Flag United States Boston United States (HQ) 2018 AI, Financial Services +3 -
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10
1.0K (871%) 3 years ago Equity Crowdfunding 10 14.9M 2865 3 eld 45w
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 Flag United States Tampa United States (HQ) 2020 Fintech, Legal Tech +2 [email protected]
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10
960 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 Flag United States New York United States (HQ) 2021 Financial Services, Fintech +1 [email protected]
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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 Flag 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 Flag United States Mclean United States (HQ) 2020 Financial Services, Fintech +1 [email protected]
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Low
81
323 (-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 Flag United States New York United States (HQ) 2020 Financial Services, Fintech +2 [email protected]
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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 Flag United States New York United States (HQ) + 2 2020 Finance, Financial Services +3 [email protected]
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3
1.2K (-14%) 2 years ago Pre Seed 1 750.0K 1084 2 years ago
Wealthfront - Save and invest for what’s next. Wealthfront integrates investing and saving products to help young professionals... - United States Flag United States Palo Alto United States (HQ) 2011 Finance, Financial Services +2 [email protected]
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365
3.6M (3%) 2 years ago Convertible Note 7 274.2M 37990 6 months 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 Flag United States Atlanta United States (HQ) 2017 Wealth Management [email protected]
1
Low
14
651 (-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 Flag United States Columbus United States (HQ) 2018 Financial Services, Fintech +4 [email protected]
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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 Flag United States Tempe United States (HQ) 2021 AI, Financial Services +3 [email protected]
1
Low
119
20.1K (78%) 1 month 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 Flag United States Austin United States (HQ) + 1 2014 Analytics, Insurance +2 [email protected]
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Low
2
986 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 Flag United States Washington United States (HQ) 2017 Finance, Financial Services +3 [email protected]
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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 Flag United States New York United States (HQ) + 1 2010 Financial Services, Fintech +3 -
1
Low
64
206 (-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 Flag United States Salt Lake City United States (HQ) 2021 Information Technology, Wealth Management -
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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 Flag 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 Flag 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 Flag United States Austin United States (HQ) 2016 Finance, SaaS +1 [email protected]
1
Low
443
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 Flag 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 Flag United States New York United States (HQ) 2019 Finance, Financial Services +3 [email protected]
1
Low
5
57 (-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 Flag United States San Francisco United States (HQ) + 1 2011 Finance, Financial Services +3 [email protected]
1
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25
3.6K (-12%) 12 years ago Series Unknown 2 4.7M 1144 1 year ago
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 Flag 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