All Industries

Top Wealth Management Companies

401 Wealth Management companies, sorted by total funding raised.

Arthya Wealth and Investments
Financial Services, Wealth Management
Funding undisclosed
Artisan Partners Asset ManagementIPO

Artisan Partners is a publicly traded global investment management firm managing approximately $1...

Milwaukee, United States501–1000Fintech, Wealth Management
Funding undisclosed
Artorius
Financial Services, Wealth Management
Funding undisclosed
Artscapy
Creator Economy, E-Commerce
Funding undisclosed
Ascot LloydAcquired

Ascot Lloyd is one of the largest and fastest growing financial advice firms in the UK.

Reading, United KingdomFinancial Services, Insurance
Funding undisclosed
Aspiriant
Financial Services, Regtech
Funding undisclosed
AvendusAcquired

India-based investment banking and financial services firm providing M&A advisory, private equity...

Mumbai, India501–1000Wealth Management, Banking
Growth EquityJan 2017
Axis BankIPO

One of India's largest private sector banks

Mumbai, India10001+Financial Services, Banking
Funding undisclosed
Bajaj FinanceIPO

India's leading non-banking financial corporation

Pune, India10001+Banking, Financial Services
Funding undisclosed
BCG (Boston Consulting Group)

Global management consulting firm founded in 1963, partnering with organizations across 50+ count...

Boston, United States10001+Wealth Management
Funding undisclosed
BetaSmartz
Data & Analytics, Financial Services
Funding undisclosed
BGFIBankIPO
Banking, Financial Services
Funding undisclosed
Bite Investments

Bite Investments is a global fintech company providing SaaS software that digitizes the investmen...

Fintech, SaaS
Funding undisclosed
Black Mountain SystemsAcquired

Investment management software

San Diego, United StatesFinancial Services, Wealth Management
Private EquityJan 2015
Blue Owl Capital Inc.IPO

NYSE-listed alternative asset manager offering private credit, real assets, and GP stakes strateg...

New York, United StatesFinancial Services, Fintech
Funding undisclosed
BNY MellonIPO

BNY Mellon is a global financial services company that helps clients create, trade, hold, manage,...

New York, United States10001+Fintech, Financial Services
Funding undisclosed
Boast
Artificial Intelligence, CRM
Funding undisclosed
Bravura SolutionsIPO
Financial Services, Wealth Management
Funding undisclosed
BRIDGE Housing
PropTech, Real Estate
Funding undisclosed
Brightly Software

Scalable software for asset management & operations.

Raleigh, United States501–1000Home Services, Wealth Management
Private EquityMay 2019
Brookfield Asset Management IncIPO

Global alternative asset manager with over $1 trillion AUM, investing in real estate, infrastruct...

Toronto, Canada10001+E-Commerce, Wealth Management
Funding undisclosed
Brookfield Wealth Solutions Ltd.Acquired

Investment-led insurance organization focused on securing financial futures for individuals and i...

Toronto, Canada1001–5000Fintech, Insurance
Funding undisclosed
BUTLER
CRM, PropTech
Funding undisclosed
CAMPFIRE
渋谷区, JapanCrypto & Web3, Fashion
Funding undisclosed
Canter Wealth
Financial Services, Wealth Management
Funding undisclosed