Top Wealth Management Companies

Lufax Holding Ltd is a leading financial service platform in China empowering small and micro bus...

Neobank app providing payments, accounts, investments and loans to consumers in Argentina, Mexico...

Canadian online investment management platform offering automated investing, self-directed tradin...

Wealth management technology and data platform that aggregates portfolio, market, and client data...

Digital investment platform offering brokerage, wealth management, and a retail investor exchange...

Private markets investment platform offering individual investors access to private credit, real ...

Nexo Therapeutics is a small molecule oncology company dedicated to the discovery and development...

Wealthfront is an automated investment and financial planning platform offering robo-advisory ser...

Technology-centric wealth management firm providing advisors and clients tax-aware investment, fi...

Flagstone is the UK's leading cash savings platform, enabling individuals, businesses, and charit...

Bibit is an Indonesian robo-advisor app for mutual funds, bonds, SBN, and stocks, helping beginne...

Crypto asset management for investors.

Digital-first wealth management platform partnering with independent financial advisors to delive...

We manage people's wealth

Digital wealth manager offering managed portfolios and access to private markets for affluent inv...

Employee financial wellness platform offering AI-powered budgeting, investment tools, tax plannin...

AI-powered estate and tax planning platform for financial advisors and wealth management firms.

Provides infrastructure enabling financial advisors to securely connect, view, and manage clients...

SigFig is a wealth management technology providing personalized investment portfolios & white-lab...

Mosaic is a strategic finance platform that consolidates financial and operational data to enable...

Wealth management and financial planning firm serving women, families, and the next generation wi...

Futu is a mobile-first online brokerage and wealth management platform.

The new wealth manager for Europe

Multi-asset investment app offering crypto, stocks, gold, mutual funds and trading tools to retai...

Provides a self-directed IRA platform that lets individuals invest retirement funds in private ma...