Top list · Worldwide
Wealth management startups worldwide
143 wealth management startups worldwide have raised money in rounds we track. These are the 50 that have raised the most, $15B between them, with the United States the most common home.
- 1
SoFiSoFi is a finance company that offers a range of lending and wealth management services.SoFi is a finance company that offers a range of lending and wealth management services.
Founded -San Francisco, United States$4.2Blast round Dec 2025 - 2
OsaicOsaic provides the support, resources, and community designed for the future of wealth management.Osaic provides the support, resources, and community designed for the future of wealth management.
Founded 2016Phoenix, United States$2.0Blast round Apr 2026 - 3LufaxLufax is an investment and financing platform that provides investment and wealth management services.
Lufax is an investment and financing platform that provides investment and wealth management services.
Founded -China$1.8Blast round Dec 2018 - 4
iCapitaliCapital, officially known as Institutional Capital Network, Inc., is a prominent financial technology company based in New York City.iCapital, officially known as Institutional Capital Network, Inc., is a prominent financial technology company based in New York City.
Founded 2013New York, United States$1.6Blast round Sept 2026 - 5
Alera GroupAlera Group is a financial services firm specializing in employee benefits, property and casualty insurance, and wealth management programs.Alera Group is a financial services firm specializing in employee benefits, property and casualty insurance, and wealth management programs.
Founded 2017Deerfield, United States$1.0Blast round May 2025 - 6
Fourcore CapitalFourcore is a rising star in global asset, wealth, and investment management, dedicated to providing innovative solutions.Fourcore is a rising star in global asset, wealth, and investment management, dedicated to providing innovative solutions.
Founded -Atlanta, United States$500Mlast round Sept 2024 - 7
BlockFiBlockFi is a financial technology company that connects traditional finance with the cryptocurrency market.BlockFi is a financial technology company that connects traditional finance with the cryptocurrency market.
Founded 2017Jersey City, United States$476Mlast round Jun 2022 - 8
AvaloqAvaloq is an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks, wealthAvaloq is an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks, wealth
Founded 1985Zurich, Switzerland$300Mlast round Mar 2017 - 9
Wellington-Altus FinancialWellington-Altus Financial is a financial services wealth management company located in Winnipeg.Wellington-Altus Financial is a financial services wealth management company located in Winnipeg.
Founded 2010Winnipeg, Canada$285Mlast round Oct 2025 - 10
FartherFarther is a technology-centric wealth management firm and Registered Investment Advisor (RIA) founded in 2019.Farther is a technology-centric wealth management firm and Registered Investment Advisor (RIA) founded in 2019.
Founded 2019New York, United States$222Mlast round May 2026 - 11
Earned WealthEarned Wealth is a wealth management platform that provides personalized financial planning and investment strategies for doctors.Earned Wealth is a wealth management platform that provides personalized financial planning and investment strategies for doctors.
Founded 2021Walnut Creek, United States$200Mlast round Jul 2024 - 12
HighTower AdvisorsHightower Advisors is an independent wealth management and financial planning firm based in Chicago, Illinois.Hightower Advisors is an independent wealth management and financial planning firm based in Chicago, Illinois.
Founded 2008Chicago, United States$200Mlast round Jul 2014 - 13
Modern Wealth ManagementModern Wealth Management operates as a registered investment advisory (RIA) firm.Modern Wealth Management operates as a registered investment advisory (RIA) firm.
Founded 2023Lenexa, United States$200Mlast round Apr 2023 - 14
Savvy WealthSavvy Wealth is a technology-enabled wealth management firm.Savvy Wealth is a technology-enabled wealth management firm.
Founded 2021New York, United States$188Mlast round Sept 2026 - 15
EllevestEllevest is a financial services firm founded in 2014 by Sallie Krawcheck and Charlie Kroll, focused on empowering women and families to build wealth.Ellevest is a financial services firm founded in 2014 by Sallie Krawcheck and Charlie Kroll, focused on empowering women and families to build wealth.
Founded 2014New York, United States$135Mlast round Apr 2022 - 16
TITANProfessional wealth management from your phone.Professional wealth management from your phone.
Founded 2018San Diego, Cayman Islands$111Mlast round Jun 2026 - 17
LIQID InvestmentsLIQID Investments is a financial company that offers digital wealth management services.LIQID Investments is a financial company that offers digital wealth management services.
Founded 2016Berlin, Germany$104Mlast round Jul 2021 - 18
InsigneoInsigneo is an international wealth management firm based in Miami, Florida, founded in 1985.Insigneo is an international wealth management firm based in Miami, Florida, founded in 1985.
Founded 1985Miami, United States$100Mlast round Jun 2022 - 19
EthicEthic is a financial technology and sustainable asset management company based in New York City.Ethic is a financial technology and sustainable asset management company based in New York City.
Founded 2015New York, United States$89Mlast round Apr 2025 - 20
AbraAbra is a global platform specializing in digital asset prime services and wealth management.Abra is a global platform specializing in digital asset prime services and wealth management.
Founded 2016Mountain View, United States$85Mlast round Sept 2021 - 21
North Capital ManagementNorth Capital Management is an investment management firm that offers wealth structuring and advisory services.North Capital Management is an investment management firm that offers wealth structuring and advisory services.
Founded 2016United Kingdom$85Mlast round Oct 2024 - 22
WealthNaviWealthnavi is wealth management of world-class on your side.Wealthnavi is wealth management of world-class on your side.
Founded 2015Japan$78Mlast round Nov 2020 - 23Saavy WealthFounded -United States$72Mlast round Jul 2025
- 24
Wealth.comWealth.com is a technology-driven estate and tax planning platform designed for financial institutions, wealth management firms, and financial advisors.Wealth.com is a technology-driven estate and tax planning platform designed for financial institutions, wealth management firms, and financial advisors.
Founded 2021Tempe, United States$65Mlast round Apr 2026 - 25
Boman GroupFounded in 2011, we have proudly served High Net Worth and Ultra High Net Worth individuals and families.Founded in 2011, we have proudly served High Net Worth and Ultra High Net Worth individuals and families.
Founded 2010Melbourne, Australia$60Mlast round Nov 2025 - 26
CompoundCompound offers a personalized wealth management experience for entrepreneurs, professionals, and retirees powered by a world-class team and modern technology.
Compound offers a personalized wealth management experience for entrepreneurs, professionals, and retirees powered by a world-class team and modern technology.
Founded -United States$58Mlast round Mar 2025 - 27
SyfeSyfe is a digital wealth management platform based in Singapore, founded in 2019 by Dhruv Arora.Syfe is a digital wealth management platform based in Singapore, founded in 2019 by Dhruv Arora.
Founded 2019Singapore, Singapore$57Mlast round Jun 2025 - 28AurelionPrestige Wealth provides wealth management and asset management services.
Prestige Wealth provides wealth management and asset management services.
Founded 2017Central, Hong Kong SAR China$50Mlast round Oct 2025 - 29
Arca WealthArca Wealth is a wealth management firm that combines human advisors with AI to deliver personalized financial adviceArca Wealth is a wealth management firm that combines human advisors with AI to deliver personalized financial advice
Founded -New York, United States$49Mlast round Jun 2026 - 30
SamaraSamara is a multifamily office created by families for families to grow and preserve their wealth across generations.Samara is a multifamily office created by families for families to grow and preserve their wealth across generations.
Founded 2021United States$47Mlast round Sept 2025 - 31LuPu InvestmentLuPu Investment is an independent service provider focused on distributing wealth management products.
LuPu Investment is an independent service provider focused on distributing wealth management products.
Founded 2013Shanghai$45Mlast round Mar 2019 - 32
ZILOZILOTM is a UK-based fintech company founded in April 2020, focused on enhancing global transfer agency software for the asset and wealth management industry.ZILOTM is a UK-based fintech company founded in April 2020, focused on enhancing global transfer agency software for the asset and wealth management industry.
Founded 2020London, United Kingdom$42Mlast round Aug 2026 - 33NorthStar Systems InternationalNorthStar Systems International provides wealth management software solutions to financial services institutions.
NorthStar Systems International provides wealth management software solutions to financial services institutions.
Founded 2001United States$41Mlast round Nov 2007 - 34
Lighthouse CantonLighthouse Canton is a global investment institution offering wealth and asset management services.Lighthouse Canton is a global investment institution offering wealth and asset management services.
Founded -Singapore, Singapore$40Mlast round Nov 2025 - 35
DrawbridgeDrawbridge is a premier provider of cybersecurity software and solutions specifically tailored for the alternative investment industry, including hedge funds, pDrawbridge is a premier provider of cybersecurity software and solutions specifically tailored for the alternative investment industry, including hedge funds, p
Founded 2018Palm Beach Gardens, United States$40Mlast round Aug 2018 - 36
TabitTabit is a fintech firm that offers software for accounting, wealth management, direct purchase, and transaction processing.Tabit is a fintech firm that offers software for accounting, wealth management, direct purchase, and transaction processing.
Founded 2021United States$40Mlast round Aug 2022 - 37Suning FinanceSuning Finance is a financial technology platform that includes wealth management, loans, insurance, and the suning card.
Suning Finance is a financial technology platform that includes wealth management, loans, insurance, and the suning card.
Founded 2015Xuanwu$40Mlast round Jun 2024 - 38
dezerv.Dezerv Investments Private Limited is a Mumbai-based startup specializing in wealth technology and financial technology.Dezerv Investments Private Limited is a Mumbai-based startup specializing in wealth technology and financial technology.
Founded 2021Mumbai, India$40Mlast round Oct 2025 - 39
VanillaVanilla is a B2B estate planning technology platform designed for financial advisors, Registered Investment Advisors (RIAs), and wealth management firms.Vanilla is a B2B estate planning technology platform designed for financial advisors, Registered Investment Advisors (RIAs), and wealth management firms.
Founded 2019Bellevue, United States$35Mlast round Aug 2024 - 40INDwealthIND Wealth is a financial services platform based in Gurgaon, India, founded in 2018.
IND Wealth is a financial services platform based in Gurgaon, India, founded in 2018.
Founded -Gurgaon, India$30Mlast round Oct 2018 - 41
FinaryFinary is a fintech startup based in Paris, founded in 2020 by Julien Blancher and Mounir Laggoune.Finary is a fintech startup based in Paris, founded in 2020 by Julien Blancher and Mounir Laggoune.
Founded 2020Paris, France$29Mlast round Sept 2025 - 42
FasstFASST is a French InsurTech and SaaS company founded in 2017, specializing in digital distribution platforms for the insurance and wealth management sectors.FASST is a French InsurTech and SaaS company founded in 2017, specializing in digital distribution platforms for the insurance and wealth management sectors.
Founded 2017Angouleme, France$28Mlast round Nov 2024 - 43
ToranotecTORANOTEC is a Japan-based fintech and asset management group focused on making investment accessible to everyone, particularly those with little or no prior inTORANOTEC is a Japan-based fintech and asset management group focused on making investment accessible to everyone, particularly those with little or no prior in
Founded 2016Minato, Japan$26Mlast round Aug 2021 - 44
OnevestOneVest is a Canadian financial technology company founded in 2021, headquartered in Calgary, Alberta.OneVest is a Canadian financial technology company founded in 2021, headquartered in Calgary, Alberta.
Founded 2014Toronto, United States$25Mlast round Jan 2025 - 45
PlaybookPlaybook is an AI orchestration platform designed specifically for wealth management firms.Playbook is an AI orchestration platform designed specifically for wealth management firms.
Founded 2023Los Altos, United States$25Mlast round Mar 2023 - 46
StashAwayStashAway is a digital wealth management platform based in Singapore, founded in 2016.StashAway is a digital wealth management platform based in Singapore, founded in 2016.
Founded 2016Singapore, Singapore$25Mlast round Sept 2022 - 47
Warren InvestimentosWe are an investment brokerage and wealth management firm that provides access to the best investments in the market.We are an investment brokerage and wealth management firm that provides access to the best investments in the market.
Founded 2017São Paulo, Brazil$21Mlast round Jun 2022 - 48
AdvisorEngineAdvisorEngine is a next-generation wealth management platform for investment advisors to help grow their business.AdvisorEngine is a next-generation wealth management platform for investment advisors to help grow their business.
Founded 2014Raleigh, United States$20Mlast round Nov 2016 - 49
PractiFIPractifi is a business management platform designed specifically for the wealth management industry.Practifi is a business management platform designed specifically for the wealth management industry.
Founded 2013Chicago, Australia$18Mlast round Jan 2020 - 50
Pave FinancePave Finance, Inc.Pave Finance, Inc.
Founded 2021New York, United States$14Mlast round Sept 2025
San Francisco, United States
China
Zurich, Switzerland
Winnipeg, Canada
San Diego, Cayman Islands
Berlin, Germany
United Kingdom
Japan
Melbourne, Australia
Singapore, Singapore
Central, Hong Kong SAR China
Mumbai, India
Paris, France
São Paulo, BrazilCompanies whose own description names this theme, ranked by the total they have raised in rounds we hold. Nobody pays to be on a list.
Who backed them?
Open any company for its rounds and investors, or search the investors who back wealth management startups worldwide in the app, with filters, lists and exports.
More wealth management lists
See allMore lists worldwide
See all
GV
V
RPHealth startups worldwide12,811 companies · $81B
O
A
XAI startups worldwide10,238 companies · $830BGVVRPBiotech startups worldwide7,127 companies · $70B
D
B
FTBig data startups worldwide3,812 companies · $220BAF
RSFintech startups worldwide3,200 companies · $94BOABAI startups that raised in 20262,922 companies · $540B in 2026FT
CE
PEnergy providers startups worldwide2,808 companies · $152B
A
P
OMarketing tech startups worldwide2,728 companies · $28B