All Industries

Top Wealth Management Companies

401 Wealth Management companies, sorted by total funding raised.

Cape Cod Five Cents Savings Bank
Lending, Wealth Management
Funding undisclosed
Capsphere
Kuala Lumpur, MalaysiaFinancial Services, Fintech
Funding undisclosed
Carver Federal Savings BankIPO
Banking, Financial Services
Funding undisclosed
CenterBook Partners

Multi-manager investment platform partnering with independent fund managers to capture alpha.

New York, United StatesFinancial Services, Wealth Management
Funding undisclosed
Central Bank
Banking, Financial Services
Funding undisclosed
Charlie solutions

Charlie Solutions helps companies locate and manage equipment fleets through IoT sensors, GPS tra...

Lille, FranceIoT, SaaS
Funding undisclosed
Chevin Fleet SolutionsAcquired
SaaS, Wealth Management
Funding undisclosed
Chip

Savings app, Exited, Germany

London, United KingdomFintech, Wealth Management
Funding undisclosed
Choice

Finance

Mumbai, India1001–5000Financial Services, Fintech
Funding undisclosed
CIM Group
Los Angeles, United StatesFinancial Services, PropTech
Funding undisclosed
Cindicator
Analytics, Artificial Intelligence
Funding undisclosed
CircleBlack
Financial Services, Fintech
Funding undisclosed
CITEC
Artificial Intelligence, Fintech
Funding undisclosed
Civitas Capital Group
Dallas, United StatesFinancial Services, Real Estate
Funding undisclosed
Clanq AG
SwitzerlandFinancial Services, Fintech
Funding undisclosed
Clearstead
Financial Services, Wealth Management
Funding undisclosed
Collective Liquidity
Financial Services, Wealth Management
Funding undisclosed
Cometum
Banking, Crypto & Web3
Funding undisclosed
Competitive Power Ventures
Clean Tech, Energy
Funding undisclosed
Concordia
Regtech, Wealth Management
Funding undisclosed
CreditEase
ChinaFinancial Services, Wealth Management
Funding undisclosed
Crown Bay Group
Financial Services, Real Estate
Funding undisclosed
Crypto Finance Group
Crypto & Web3, Financial Services
Funding undisclosed
CurioInvest
Crypto & Web3, Fintech
Funding undisclosed
Dattos

Brazilian company that has spent over ten years eliminating manual tasks from large companies' fi...

Sao Paulo, Brazil201–500Banking, Financial Services
Funding undisclosed