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Top Wealth Management Companies
401 Wealth Management companies, sorted by total funding raised.
Acadian Asset Management Inc.IPO
Global systematic investment management firm specializing in quantitative, data-driven investment...
Boston, United StatesFintech, Wealth Management
Funding undisclosed
Adamas TrustIPO
Adamas Trust is an internally managed real estate investment trust delivering stable distribution...
New York, United States51–200Financial Services, Real Estate
Funding undisclosed
AdvisorEngine
AdvisorEngine builds powerful, intuitive wealth management technology for financial advisors, cre...
Raleigh, United StatesFinancial Services, Fintech
Funding undisclosed
Aegon Ltd. New York Registry SharesIPO
Dutch multinational insurance and asset management company offering life insurance, pensions, and...
The Hague, Netherlands10001+Financial Services, Fintech
Funding undisclosed
Aimbridge HospitalityAcquired
Aimbridge Hospitality is an independent hotel management platform operating over 25,000 hotel roo...
Plano, United States10001+Wealth Management, Travel & Hospitality
Corporate RoundJan 2020

Allocation Strategy
Asset allocation technology for institutional portfolio development.
Analytics, Financial Services
SeedJan 2026