Top list · Europe
Wealth management startups in Europe
38 wealth management startups in Europe have raised money in rounds we track. These are the 38 that have raised the most, $742M between them, with the United Kingdom the most common home.
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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 - 2
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 - 3
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 - 4
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 - 5
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 - 6
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 - 7
PerformativPerformativ is a fintech company based in Copenhagen, founded in 2020.Performativ is a fintech company based in Copenhagen, founded in 2020.
Founded 2020Kobenhavn, Denmark$14Mlast round Apr 2026 - 8
ObjectWayObjectway is a fintech company in the banking, wealth, and investment management software industry.Objectway is a fintech company in the banking, wealth, and investment management software industry.
Founded 1990Milano, Italy$13Mlast round Dec 2012 - 9
RamifyRamify is a digital wealth management platform and financial advisory firm founded in 2021.Ramify is a digital wealth management platform and financial advisory firm founded in 2021.
Founded 2021Paris, France$12Mlast round Jun 2024 - 10
EstatingEstating is a fintech platform based in Luxembourg that specializes in real estate wealth management.Estating is a fintech platform based in Luxembourg that specializes in real estate wealth management.
Founded 2020Luxembourg City, Switzerland$11Mlast round Nov 2026 - 11
PeculiumPECULIUM is a French fintech company founded in 2017 and based in Nanterre, France.PECULIUM is a French fintech company founded in 2017 and based in Nanterre, France.
Founded 2017Nanterre, France$11Mlast round Apr 2022 - 12
wealthpilotwealthpilot GmbH is a prominent FinTech company based in Munich, Germany, with an operational presence in Graz, Austria.wealthpilot GmbH is a prominent FinTech company based in Munich, Germany, with an operational presence in Graz, Austria.
Founded 2016Munich, Germany$9.7Mlast round Jan 2021 - 13
VennreVennre is a London-based digital wealth management platform founded in 2021.Vennre is a London-based digital wealth management platform founded in 2021.
Founded 2021London, United Kingdom$9.6Mlast round Jan 2026 - 14
SkarlettSkarlett is a French financial brokerage startup based in Neuilly-sur-Seine, focused on enhancing the purchasing power of individuals aged 60 and over.Skarlett is a French financial brokerage startup based in Neuilly-sur-Seine, focused on enhancing the purchasing power of individuals aged 60 and over.
Founded 2023Paris, France$9.2Mlast round Jun 2025 - 15
BeeldiBeeldi is a Paris-based technology startup that specializes in asset management software for the real estate sector.Beeldi is a Paris-based technology startup that specializes in asset management software for the real estate sector.
Founded 2018Paris, France$8.3Mlast round Nov 2022 - 16
WealthOSEnterprise, cloud native core wealth management SaaS.Enterprise, cloud native core wealth management SaaS.
Founded 2019London, United Kingdom$7.0Mlast round Jan 2026 - 17
Light FrameLight Frame is a Swiss-American financial technology company that specializes in developing advanced core banking and portfolio management technology for privatLight Frame is a Swiss-American financial technology company that specializes in developing advanced core banking and portfolio management technology for privat
Founded 2024Lausanne, Switzerland$6.8Mlast round Nov 2026 - 18
PlannerPalPlannerPal is an AI-powered workflow platform founded in 2022, based in Newcastle Upon Tyne, United Kingdom.PlannerPal is an AI-powered workflow platform founded in 2022, based in Newcastle Upon Tyne, United Kingdom.
Founded 2014United Kingdom$6.0Mlast round Oct 2026 - 19
FrootsFroots is a digital asset management service based in Vienna, Austria, dedicated to providing tailored investment solutions that help individuals grow and proteFroots is a digital asset management service based in Vienna, Austria, dedicated to providing tailored investment solutions that help individuals grow and prote
Founded 2020Vienna, Austria$5.9Mlast round Sept 2026 - 20
FundpathThe next generation intelligent fintech solution for the wealth management industry.The next generation intelligent fintech solution for the wealth management industry.
Founded 2021London, United Kingdom$5.3Mlast round Aug 2026 - 21NovacComplete portal for Personal Finance and Wealth Management
Complete portal for Personal Finance and Wealth Management
Founded 2018Italy$3.8Mlast round Mar 2025 - 22
MKC WealthMKC Wealth offers retirement, estate and trust planning, investment and wealth management solutions for private and corporate sectors.MKC Wealth offers retirement, estate and trust planning, investment and wealth management solutions for private and corporate sectors.
Founded 2003London, United Kingdom$3.3Mlast round Sept 2025 - 23
RIDE CapitalDigital wealth management for the next 9%Digital wealth management for the next 9%
Founded -Berlin, Germany$3.0Mlast round Jul 2022 - 24
Lovcen BankaLovcen Banka is a financial bank offers retail banking, wealth management, investment, loans, credit and debit card services.Lovcen Banka is a financial bank offers retail banking, wealth management, investment, loans, credit and debit card services.
Founded 2014Podgorica, Montenegro$2.3Mlast round Jan 2026 - 25
KlearKlear is an independent financial consulting company based in Milan, Italy, operating under Klear Advisory S.r.l.Klear is an independent financial consulting company based in Milan, Italy, operating under Klear Advisory S.r.l.
Founded 2024Milan, Italy$2.0Mlast round Jun 2015 - 26
Sprint Enterprise TechnologySprint Enterprise Technology is a UK-based technology company founded in 2010, focusing on data integration and client reporting solutions for the wealth manageSprint Enterprise Technology is a UK-based technology company founded in 2010, focusing on data integration and client reporting solutions for the wealth manage
Founded 2010Bournemouth, United Kingdom$1.8Mlast round Nov 2024 - 27
Casterbridge WealthCasterbridge Wealth is an investment advisory company that provides wealth management services.Casterbridge Wealth is an investment advisory company that provides wealth management services.
Founded 2016United Kingdom$1.5Mlast round Mar 2024 - 28
Wio CapitalWio Capital is a fintech startup based in Madrid, specializing in an AI-native wealth management platform tailored for financial advisers and institutions.Wio Capital is a fintech startup based in Madrid, specializing in an AI-native wealth management platform tailored for financial advisers and institutions.
Founded 2025Madrid, Spain$1.4Mlast round May 2026 - 29
ArtoriusArtorius is a UK-based wealth advisory and management firm founded in 2014, with its headquarters in Manchester.Artorius is a UK-based wealth advisory and management firm founded in 2014, with its headquarters in Manchester.
Founded 2014Manchester, United Kingdom$1.3Mlast round Oct 2016 - 30
ProFundComProFundCom is a marketing automation and sales intelligence platform tailored for the financial services industry, focusing on hedge funds, asset managers, privProFundCom is a marketing automation and sales intelligence platform tailored for the financial services industry, focusing on hedge funds, asset managers, priv
Founded 2003London, United Kingdom$1.2Mlast round Apr 2015 - 31
Visible CapitalVisible Capital is an online platform that provides compliance and wealth management services for finance and insurance sectors.Visible Capital is an online platform that provides compliance and wealth management services for finance and insurance sectors.
Founded 2018Edinburgh, United Kingdom$651Klast round Dec 2019 - 32
SyarpaSyarpa Limited is a fintech company based in South Croydon, England, with a significant presence in Lagos, Nigeria.Syarpa Limited is a fintech company based in South Croydon, England, with a significant presence in Lagos, Nigeria.
Founded 2020London, United Kingdom$500Klast round Apr 2022 - 33Jones Regan Wealth ManagementJones Regan Wealth Management is a financial advisory firm that provides retirement planning, investment planning, and mortgage services.
Jones Regan Wealth Management is a financial advisory firm that provides retirement planning, investment planning, and mortgage services.
Founded 2014Bolton, United Kingdom$491Klast round Mar 2026 - 34SaveableAutomated Savings & Wealth Management Technology
Automated Savings & Wealth Management Technology
Founded 2015United Kingdom$444Klast round Feb 2024 - 35
Thera Wealth ManagementThera Wealth Management is a financial planning and wealth management company.Thera Wealth Management is a financial planning and wealth management company.
Founded 2022United Kingdom$396Klast round Jul 2026 - 36
Aqua FinancialAqua Financial offers financial and wealth management services with a holistic approach to help clients achieve their financial goals.Aqua Financial offers financial and wealth management services with a holistic approach to help clients achieve their financial goals.
Founded 2013United Kingdom$385Klast round Oct 2022 - 37
Sparling FinancialSparling Financial provides wealth management, financial planning, and investment advisory services for individuals and businesses.Sparling Financial provides wealth management, financial planning, and investment advisory services for individuals and businesses.
Founded 2019Mamer, Luxembourg$377Klast round Jun 2023 - 38
Sunstone Communication LtdAI native advisory services helping business leaders understand the impact of AI on their business and make better decisions as a result.AI native advisory services helping business leaders understand the impact of AI on their business and make better decisions as a result.
Founded 2013Glasgow, United Kingdom$20Klast round Dec 2014
Zurich, Switzerland
Berlin, Germany
United Kingdom
Paris, France
Kobenhavn, Denmark
Milano, Italy
Vienna, Austria
Podgorica, Montenegro
Madrid, Spain
Mamer, LuxembourgCompanies whose own description names this theme, ranked by the total they have raised in rounds we hold. Nobody pays to be on a list.
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