# Top 50 Wealth Management Startups Worldwide by Funding (2026) > The 50 best-funded wealth management startups worldwide, ranked by total funding raised: $15B combined. Source: https://millionrounds.com/top-lists/wealth-management-startups (Millionrounds; every figure on the page links to its filing or article) - 1 [**SoFi** SoFi is a finance company that offers a range of lending and wealth management services.](https://millionrounds.com/company/sofi) SoFi is a finance company that offers a range of lending and wealth management services. *Founded* - San Francisco, United States **$4.2B** last round Dec 2025 - 2 [**Osaic** Osaic provides the support, resources, and community designed for the future of wealth management.](https://millionrounds.com/company/osaic) Osaic provides the support, resources, and community designed for the future of wealth management. *Founded* 2016 Phoenix, United States **$2.0B** last round Apr 2026 - 3 [**Lufax** Lufax is an investment and financing platform that provides investment and wealth management services.](https://millionrounds.com/company/lufax) Lufax is an investment and financing platform that provides investment and wealth management services. *Founded* - China **$1.8B** last round Dec 2018 - 4 [**iCapital** iCapital, officially known as Institutional Capital Network, Inc., is a prominent financial technology company based in New York City.](https://millionrounds.com/company/icapital) iCapital, officially known as Institutional Capital Network, Inc., is a prominent financial technology company based in New York City. *Founded* 2013 New York, United States **$1.6B** last round Sept 2026 - 5 [**Alera Group** Alera Group is a financial services firm specializing in employee benefits, property and casualty insurance, and wealth management programs.](https://millionrounds.com/company/alera-group) Alera Group is a financial services firm specializing in employee benefits, property and casualty insurance, and wealth management programs. *Founded* 2017 Deerfield, United States **$1.0B** last round May 2025 - 6 [**Fourcore Capital** Fourcore is a rising star in global asset, wealth, and investment management, dedicated to providing innovative solutions.](https://millionrounds.com/company/fourcore-capital) Fourcore is a rising star in global asset, wealth, and investment management, dedicated to providing innovative solutions. *Founded* - Atlanta, United States **$500M** last round Sept 2024 - 7 [**BlockFi** BlockFi is a financial technology company that connects traditional finance with the cryptocurrency market.](https://millionrounds.com/company/blockfi) BlockFi is a financial technology company that connects traditional finance with the cryptocurrency market. *Founded* 2017 Jersey City, United States **$476M** last round Jun 2022 - 8 [**Avaloq** Avaloq is an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks, wealth](https://millionrounds.com/company/avaloq) Avaloq is an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks, wealth *Founded* 1985 Zurich, Switzerland **$300M** last round Mar 2017 - 9 [**Wellington-Altus Financial** Wellington-Altus Financial is a financial services wealth management company located in Winnipeg.](https://millionrounds.com/company/wellington-altus-financial) Wellington-Altus Financial is a financial services wealth management company located in Winnipeg. *Founded* 2010 Winnipeg, Canada **$285M** last round Oct 2025 - 10 [**Farther** Farther is a technology-centric wealth management firm and Registered Investment Advisor (RIA) founded in 2019.](https://millionrounds.com/company/farther) Farther is a technology-centric wealth management firm and Registered Investment Advisor (RIA) founded in 2019. *Founded* 2019 New York, United States **$222M** last round May 2026 - 11 [**Earned Wealth** Earned Wealth is a wealth management platform that provides personalized financial planning and investment strategies for doctors.](https://millionrounds.com/company/earned-wealth) Earned Wealth is a wealth management platform that provides personalized financial planning and investment strategies for doctors. *Founded* 2021 Walnut Creek, United States **$200M** last round Jul 2024 - 12 [**HighTower Advisors** Hightower Advisors is an independent wealth management and financial planning firm based in Chicago, Illinois.](https://millionrounds.com/company/hightower-advisors) Hightower Advisors is an independent wealth management and financial planning firm based in Chicago, Illinois. *Founded* 2008 Chicago, United States **$200M** last round Jul 2014 - 13 [**Modern Wealth Management** Modern Wealth Management operates as a registered investment advisory (RIA) firm.](https://millionrounds.com/company/modern-wealth-management) Modern Wealth Management operates as a registered investment advisory (RIA) firm. *Founded* 2023 Lenexa, United States **$200M** last round Apr 2023 - 14 [**Savvy Wealth** Savvy Wealth is a technology-enabled wealth management firm.](https://millionrounds.com/company/savvy-wealth) Savvy Wealth is a technology-enabled wealth management firm. *Founded* 2021 New York, United States **$188M** last round Sept 2026 - 15 [**Ellevest** Ellevest is a financial services firm founded in 2014 by Sallie Krawcheck and Charlie Kroll, focused on empowering women and families to build wealth.](https://millionrounds.com/company/ellevest) 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* 2014 New York, United States **$135M** last round Apr 2022 - 16 [**TITAN** Professional wealth management from your phone.](https://millionrounds.com/company/titan) Professional wealth management from your phone. *Founded* 2018 San Diego, Cayman Islands **$111M** last round Jun 2026 - 17 [**LIQID Investments** LIQID Investments is a financial company that offers digital wealth management services.](https://millionrounds.com/company/liqid-investments) LIQID Investments is a financial company that offers digital wealth management services. *Founded* 2016 Berlin, Germany **$104M** last round Jul 2021 - 18 [**Insigneo** Insigneo is an international wealth management firm based in Miami, Florida, founded in 1985.](https://millionrounds.com/company/insigneo) Insigneo is an international wealth management firm based in Miami, Florida, founded in 1985. *Founded* 1985 Miami, United States **$100M** last round Jun 2022 - 19 [**Ethic** Ethic is a financial technology and sustainable asset management company based in New York City.](https://millionrounds.com/company/ethic) Ethic is a financial technology and sustainable asset management company based in New York City. *Founded* 2015 New York, United States **$89M** last round Apr 2025 - 20 [**Abra** Abra is a global platform specializing in digital asset prime services and wealth management.](https://millionrounds.com/company/abra) Abra is a global platform specializing in digital asset prime services and wealth management. *Founded* 2016 Mountain View, United States **$85M** last round Sept 2021 - 21 [**North Capital Management** North Capital Management is an investment management firm that offers wealth structuring and advisory services.](https://millionrounds.com/company/north-capital-management) North Capital Management is an investment management firm that offers wealth structuring and advisory services. *Founded* 2016 United Kingdom **$85M** last round Oct 2024 - 22 [**WealthNavi** Wealthnavi is wealth management of world-class on your side.](https://millionrounds.com/company/wealthnavi) Wealthnavi is wealth management of world-class on your side. *Founded* 2015 Japan **$78M** last round Nov 2020 - 23 [**Saavy Wealth**](https://millionrounds.com/company/saavy-wealth) *Founded* - United States **$72M** last round Jul 2025 - 24 [**Wealth.com** Wealth.com is a technology-driven estate and tax planning platform designed for financial institutions, wealth management firms, and financial advisors.](https://millionrounds.com/company/wealth-com) Wealth.com is a technology-driven estate and tax planning platform designed for financial institutions, wealth management firms, and financial advisors. *Founded* 2021 Tempe, United States **$65M** last round Apr 2026 - 25 [**Boman Group** Founded in 2011, we have proudly served High Net Worth and Ultra High Net Worth individuals and families.](https://millionrounds.com/company/boman-group) Founded in 2011, we have proudly served High Net Worth and Ultra High Net Worth individuals and families. *Founded* 2010 Melbourne, Australia **$60M** last round Nov 2025 - 26 [**Compound** Compound offers a personalized wealth management experience for entrepreneurs, professionals, and retirees powered by a world-class team and modern technology.](https://millionrounds.com/company/compound) Compound offers a personalized wealth management experience for entrepreneurs, professionals, and retirees powered by a world-class team and modern technology. *Founded* - United States **$58M** last round Mar 2025 - 27 [**Syfe** Syfe is a digital wealth management platform based in Singapore, founded in 2019 by Dhruv Arora.](https://millionrounds.com/company/syfe) Syfe is a digital wealth management platform based in Singapore, founded in 2019 by Dhruv Arora. *Founded* 2019 Singapore, Singapore **$57M** last round Jun 2025 - 28 [**Aurelion** Prestige Wealth provides wealth management and asset management services.](https://millionrounds.com/company/aurelion) Prestige Wealth provides wealth management and asset management services. *Founded* 2017 Central, Hong Kong SAR China **$50M** last round Oct 2025 - 29 [**Arca Wealth** Arca Wealth is a wealth management firm that combines human advisors with AI to deliver personalized financial advice](https://millionrounds.com/company/arca-wealth) Arca Wealth is a wealth management firm that combines human advisors with AI to deliver personalized financial advice *Founded* - New York, United States **$49M** last round Jun 2026 - 30 [**Samara** Samara is a multifamily office created by families for families to grow and preserve their wealth across generations.](https://millionrounds.com/company/samara) Samara is a multifamily office created by families for families to grow and preserve their wealth across generations. *Founded* 2021 United States **$47M** last round Sept 2025 - 31 [**LuPu Investment** LuPu Investment is an independent service provider focused on distributing wealth management products.](https://millionrounds.com/company/lupu-investment) LuPu Investment is an independent service provider focused on distributing wealth management products. *Founded* 2013 Shanghai **$45M** last round Mar 2019 - 32 [**ZILO** 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.](https://millionrounds.com/company/zilo) 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* 2020 London, United Kingdom **$42M** last round Aug 2026 - 33 [**NorthStar Systems International** NorthStar Systems International provides wealth management software solutions to financial services institutions.](https://millionrounds.com/company/northstar-systems-international) NorthStar Systems International provides wealth management software solutions to financial services institutions. *Founded* 2001 United States **$41M** last round Nov 2007 - 34 [**Lighthouse Canton** Lighthouse Canton is a global investment institution offering wealth and asset management services.](https://millionrounds.com/company/lighthouse-canton) Lighthouse Canton is a global investment institution offering wealth and asset management services. *Founded* - Singapore, Singapore **$40M** last round Nov 2025 - 35 [**Drawbridge** Drawbridge is a premier provider of cybersecurity software and solutions specifically tailored for the alternative investment industry, including hedge funds, p](https://millionrounds.com/company/drawbridge) Drawbridge is a premier provider of cybersecurity software and solutions specifically tailored for the alternative investment industry, including hedge funds, p *Founded* 2018 Palm Beach Gardens, United States **$40M** last round Aug 2018 - 36 [**Tabit** Tabit is a fintech firm that offers software for accounting, wealth management, direct purchase, and transaction processing.](https://millionrounds.com/company/tabit) Tabit is a fintech firm that offers software for accounting, wealth management, direct purchase, and transaction processing. *Founded* 2021 United States **$40M** last round Aug 2022 - 37 [**Suning Finance** Suning Finance is a financial technology platform that includes wealth management, loans, insurance, and the suning card.](https://millionrounds.com/company/suning-finance) Suning Finance is a financial technology platform that includes wealth management, loans, insurance, and the suning card. *Founded* 2015 Xuanwu **$40M** last round Jun 2024 - 38 [**dezerv.** Dezerv Investments Private Limited is a Mumbai-based startup specializing in wealth technology and financial technology.](https://millionrounds.com/company/dezerv) Dezerv Investments Private Limited is a Mumbai-based startup specializing in wealth technology and financial technology. *Founded* 2021 Mumbai, India **$40M** last round Oct 2025 - 39 [**Vanilla** Vanilla is a B2B estate planning technology platform designed for financial advisors, Registered Investment Advisors (RIAs), and wealth management firms.](https://millionrounds.com/company/vanilla) Vanilla is a B2B estate planning technology platform designed for financial advisors, Registered Investment Advisors (RIAs), and wealth management firms. *Founded* 2019 Bellevue, United States **$35M** last round Aug 2024 - 40 [**INDwealth** IND Wealth is a financial services platform based in Gurgaon, India, founded in 2018.](https://millionrounds.com/company/indwealth) IND Wealth is a financial services platform based in Gurgaon, India, founded in 2018. *Founded* - Gurgaon, India **$30M** last round Oct 2018 - 41 [**Finary** Finary is a fintech startup based in Paris, founded in 2020 by Julien Blancher and Mounir Laggoune.](https://millionrounds.com/company/finary) Finary is a fintech startup based in Paris, founded in 2020 by Julien Blancher and Mounir Laggoune. *Founded* 2020 Paris, France **$29M** last round Sept 2025 - 42 [**Fasst** FASST is a French InsurTech and SaaS company founded in 2017, specializing in digital distribution platforms for the insurance and wealth management sectors.](https://millionrounds.com/company/fasst) FASST is a French InsurTech and SaaS company founded in 2017, specializing in digital distribution platforms for the insurance and wealth management sectors. *Founded* 2017 Angouleme, France **$28M** last round Nov 2024 - 43 [**Toranotec** TORANOTEC is a Japan-based fintech and asset management group focused on making investment accessible to everyone, particularly those with little or no prior in](https://millionrounds.com/company/toranotec) TORANOTEC 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* 2016 Minato, Japan **$26M** last round Aug 2021 - 44 [**Onevest** OneVest is a Canadian financial technology company founded in 2021, headquartered in Calgary, Alberta.](https://millionrounds.com/company/onevest) OneVest is a Canadian financial technology company founded in 2021, headquartered in Calgary, Alberta. *Founded* 2014 Toronto, United States **$25M** last round Jan 2025 - 45 [**Playbook** Playbook is an AI orchestration platform designed specifically for wealth management firms.](https://millionrounds.com/company/playbook) Playbook is an AI orchestration platform designed specifically for wealth management firms. *Founded* 2023 Los Altos, United States **$25M** last round Mar 2023 - 46 [**StashAway** StashAway is a digital wealth management platform based in Singapore, founded in 2016.](https://millionrounds.com/company/stashaway) StashAway is a digital wealth management platform based in Singapore, founded in 2016. *Founded* 2016 Singapore, Singapore **$25M** last round Sept 2022 - 47 [**Warren Investimentos** We are an investment brokerage and wealth management firm that provides access to the best investments in the market.](https://millionrounds.com/company/warren-investimentos) We are an investment brokerage and wealth management firm that provides access to the best investments in the market. *Founded* 2017 São Paulo, Brazil **$21M** last round Jun 2022 - 48 [**AdvisorEngine** AdvisorEngine is a next-generation wealth management platform for investment advisors to help grow their business.](https://millionrounds.com/company/advisorengine) AdvisorEngine is a next-generation wealth management platform for investment advisors to help grow their business. *Founded* 2014 Raleigh, United States **$20M** last round Nov 2016 - 49 [**PractiFI** Practifi is a business management platform designed specifically for the wealth management industry.](https://millionrounds.com/company/practifi) Practifi is a business management platform designed specifically for the wealth management industry. *Founded* 2013 Chicago, Australia **$18M** last round Jan 2020 - 50 [**Pave Finance** Pave Finance, Inc.](https://millionrounds.com/company/pave-finance) Pave Finance, Inc. *Founded* 2021 New York, United States **$14M** last round Sept 2025 **Total funding** how the list is ranked **15 November 2026** updated nightly **Rounds we track** source: Millionrounds Companies 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. [Find their investors](https://millionrounds.com/login?join=1&next=/app/investors)[All top lists](https://millionrounds.com/top-lists) ## More wealth management lists [See all](https://millionrounds.com/top-lists?t=Wealth%20management) [*A* *LI* *NC* **Wealth management startups in Europe** 38 companies · $742M](https://millionrounds.com/top-lists/wealth-management-startups-europe) ## More lists worldwide [See all](https://millionrounds.com/top-lists?r=Global) [*GV* *V* *RP* **Health startups worldwide** 12,811 companies · $81B](https://millionrounds.com/top-lists/health-startups)[*O* *A* *X* **AI startups worldwide** 10,238 companies · $830B](https://millionrounds.com/top-lists/ai-startups)[*GV* *V* *RP* **Biotech startups worldwide** 7,127 companies · $70B](https://millionrounds.com/top-lists/biotech-startups)[*D* *B* *FT* **Big data startups worldwide** 3,812 companies · $220B](https://millionrounds.com/top-lists/big-data-startups)[*AF* *R* *S* **Fintech startups worldwide** 3,200 companies · $94B](https://millionrounds.com/top-lists/fintech-startups)[*O* *A* *B* **AI startups that raised in 2026** 2,922 companies · $540B in 2026](https://millionrounds.com/top-lists/ai-startups-raised-2026)[*FT* *CE* *P* **Energy providers startups worldwide** 2,808 companies · $152B](https://millionrounds.com/top-lists/energy-providers-startups)[*A* *P* *O* **Marketing tech startups worldwide** 2,728 companies · $28B](https://millionrounds.com/top-lists/marketing-tech-startups)