All Industries
Top Wealth Management Companies
401 Wealth Management companies, sorted by total funding raised.
Deskbee
Deskbee is a workplace management and hybrid work platform whose add-on modules cover room manage...
Porto Alegre, BrazilPropTech, SaaS
Funding undisclosed
Diamond Hill Investment GroupIPO
Columbus, Ohio-based independent asset manager providing investment advisory and fund administrat...
Columbus, United States51–200Financial Services, Fintech
Funding undisclosed
E-3 Tech
Holding company applying AI and programmatic M&A to scale service businesses and empower founder-...
Austin, United States1–10Artificial Intelligence, Construction
Venture RoundJan 2024
Eagle Point Income Company IncIPO
Closed-end investment company specializing in CLO securities and related investments.
Greenwich, United StatesFinancial Services, Wealth Management
Funding undisclosed
Eaton Vance Municipal Income TrustIPO
Closed-end fixed income mutual fund investing in municipal bonds to provide federal income tax-ex...
Boston, United StatesFinancial Services, Fintech
Funding undisclosed
EnvestnetAcquired
Wealth management technology platform providing integrated software, analytics, and data solution...
Chicago, United States1001–5000Financial Services, Fintech
Venture RoundJul 2000