Top Wealth Management Companies
401 Wealth Management companies, sorted by total funding raised.
Wealth.com is an AI-powered estate and tax planning platform that helps financial advisors delive...
Provides infrastructure enabling financial advisors to securely connect, view, and manage clients...
SigFig is a wealth management technology providing personalized investment portfolios & white-lab...
Wealth management and financial planning firm serving women, families, and the next generation wi...
Mosaic is a strategic finance platform that consolidates financial and operational data to enable...
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...
WealthNavi offers algorithmic asset management.
Largest ETP issuer providing regulated crypto asset investment products.
UpKeep is a service-first company that builds software to make maintenance easier for technicians...
Digital wealth management platform powering financial services transformation with investment too...
Wint Wealth is a Bengaluru-based fintech company that operates an online platform giving retail i...
Wealth management firm serving founders, executives, and high-net-worth clients with financial pl...
Fintech platform that digitally locates and transfers retirement savings from 401(k) accounts to ...
Tech-enabled provider of fund administration, corporate and trust services for fund managers and ...
Personal finance and wealth advisory
UK-based digital wealth manager offering ISAs, pensions, and investment accounts with managed por...
White-label ETF solutions platform helping asset managers create, operate, and grow exchange-trad...
Wealthtech platform that aggregates and enriches client asset data for banks, family offices, and...
AI-driven financial education platform delivering curriculum and tools for K–12, colleges, and fi...
Air Works provides third-party aviation maintenance services and customized solutions to OEMs, ai...