Top Wealth Management Companies
401 Wealth Management companies, sorted by total funding raised.
401
Companies
$20.0B
Combined Funding
2
Funded (Last 60d)
Series A
Top Stage
Indexed tracks 401 Wealth Management companies that have collectively raised $20.0B in documented funding. The most-funded wealth management companies tracked include Sixth Street Specialty Lending and Lufax. 2 companies closed a new round in the last 60 days, with Series A being the most common funding stage.
Sixth Street is a global investment firm managing over $130 billion in assets, focused on special...
Lufax Holding Ltd is a leading financial service platform in China empowering small and micro bus...
Du Xiaoman is a Chinese fintech company offering online credit, mobile wallet, payment, and wealt...
Canadian online investment management platform offering automated investing, self-directed tradin...
Neobank app providing payments, accounts, investments and loans to consumers in Argentina, Mexico...
Colonial First State offers flexible investment, superannuation, and pension access through First...
Wealth management technology and data platform that aggregates portfolio, market, and client data...
Elk Range Royalties acquires long-life producing mineral and royalty interests, using industry ex...
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...
AAM delivers tailored fixed-income investment solutions to insurers, aligning portfolios with eac...
Investment banking solutions provider
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...
Digital-first wealth management platform partnering with independent financial advisors to delive...
Republic is a global investment platform that lets everyday and accredited investors access start...
Flagstone is the UK's leading cash savings platform, enabling individuals, businesses, and charit...
AI-driven digital wealth platform giving accredited investors access to alternative investments a...
Bibit is an Indonesian robo-advisor app for mutual funds, bonds, SBN, and stocks, helping beginne...
Indian startup filing DRHP with SEBI after raising over $184M from investors like KKR.
Bitwise Asset Management is a global crypto asset manager offering ETFs, private funds, and staki...
Titan is an award-winning wealth management firm that combines human advisors with technology to ...
Top Investors in Wealth Management
Active investors ranked by total number of investments.
Frequently Asked Questions
How many Wealth Management companies are tracked on Indexed?
Indexed tracks 401 Wealth Management companies, sorted by total funding raised.
How much funding have Wealth Management companies raised in total?
The Wealth Management companies tracked by Indexed have collectively raised $20.0B in documented funding.
What are the top-funded Wealth Management companies?
The most-funded Wealth Management companies tracked include Sixth Street Specialty Lending, Lufax, Du Xiaoman.
Who are the top investors in Wealth Management?
Leading investors active in Wealth Management include Portage Ventures, True Capital Management, SixThirty Ventures.
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