Top Wealth Management Companies
72 Wealth Management companies, sorted by total funding raised.
72
Companies
$7.5B
Combined Funding
1
Funded (Last 60d)
Series A
Top Stage
Indexed tracks 72 Wealth Management companies that have collectively raised $7.5B in documented funding. The most-funded wealth management companies tracked include Uala and Lufax. 1 company closed a new round in the last 60 days, with Series A being the most common funding stage.
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Neobank app providing payments, accounts, investments and loans to consumers in Argentina, Mexico...
Lufax Holding Ltd is a leading financial service platform in China empowering small and micro bus...
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...
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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...
Modern wealth management platform pairing clients with dedicated human financial advisors for equ...
Futu is a mobile-first online brokerage and wealth management platform.
The new wealth manager for Europe
Provides a self-directed IRA platform that lets individuals invest retirement funds in private ma...
Multi-asset investment app offering crypto, stocks, gold, mutual funds and trading tools to retai...
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 72 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 $7.5B in documented funding.
What are the top-funded Wealth Management companies?
The most-funded Wealth Management companies tracked include Uala, Lufax, Wealthsimple.
Who are the top investors in Wealth Management?
Leading investors active in Wealth Management include Portage Ventures, True Capital Management, Northwestern Mutual Future Ventures.
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