Top 50 Wealthtech Platform

The startup offers a wealth management platform that utilizes secure data storage and sharing technologies to provide a unified view of total wealth for individuals and families. This platform enables users to manage sensitive financial information and collaborate with trusted partners efficiently, addressing the complexity of wealth consolidation.

The startup offers a digital wealth management platform that provides real-time financial analytics and secure document storage for families and individuals managing complex asset portfolios. By enabling comprehensive asset tracking and facilitating collaboration with financial advisors, the platform enhances financial oversight and informed decision-making.

Summit Wealth Systems offers a cloud-based platform that enables wealth managers to perform real-time data analysis and create personalized financial plans for their clients. This technology enhances decision-making and client engagement by providing actionable insights and streamlined financial management processes.

The startup offers a wealth management platform that utilizes algorithms for portfolio allocation, diversification, and rebalancing, while automating data entry to enhance user experience. This platform enables users to efficiently manage their investments and optimize returns based on individual financial goals.

This startup offers a fintech platform that provides personalized asset management services, including wealth management and private banking, tailored for individual clients. By enabling access to investment strategies typically reserved for high-net-worth individuals, the platform addresses the gap in personalized financial services for everyday investors.

OneVest is a modular Wealth-as-a-Service platform that provides customizable solutions for wealth management, including client onboarding and portfolio management, through a no-code interface and robust API integration. The platform enhances operational efficiency and compliance for enterprises by streamlining workflows and personalizing client experiences in a rapidly evolving financial landscape.

Figg is an AI-driven digital wealth management platform that provides real-time asset valuation and personalized financial insights through a comprehensive knowledge base. By integrating financial and physical asset data, Figg enables users to make informed financial decisions and gain a holistic view of their portfolios.

Alpheya provides a cloud-native, AI-powered wealth management platform tailored for private banks and investment houses in the MENA region, enabling hyper-personalized client experiences and streamlined portfolio management. The platform integrates various business models, enhancing client acquisition and retention while delivering actionable insights for investment professionals.

Stack is a digital wealth management platform that offers personalized multi-asset investment portfolios, curated by expert wealth managers and dynamically rebalanced based on market conditions. The platform addresses the challenge of underperforming investments by providing tailored strategies that aim to optimize returns while minimizing risks for individual investors.

Provides an all-in-one wealth management platform that aggregates financial and non-financial data from global institutions using an agnostic methodology, including APIs, PDFs, and e-banking sources. Flanks LUME eliminates manual data consolidation for wealth managers by delivering high-quality, reconciled, and enriched 360° wealth reports tailored to client needs, enabling real-time insights and strategic decision-making.

The startup offers a digital wealth management platform that connects accredited investors with institutional-grade, asset-based investment opportunities across various asset classes. This platform facilitates access to alternative investments for investors while providing borrowers with affordable capital solutions.

Allocate provides a cloud‑based operating system that lets wealth advisors and family offices create and administer white‑label private‑market funds, onboard investors, and automate capital calls, distributions, and reporting. The platform consolidates on‑platform and external holdings into a real‑time dashboard with AI‑enhanced performance and risk analytics, and offers a curated library of vetted alternative‑asset deals. Integrated APIs and SOC 2 Type II security enable seamless data flow and compliance across custodians and reporting tools.

Centricity offers a digital wealth management platform that connects investors with asset managers through a marketplace for investment products and advanced portfolio reporting tools. This platform enables financial professionals to provide tailored investment intelligence and services, enhancing transparency and accessibility in wealth management.

The startup operates an AI-driven financial management platform that automates budgeting, tax preparation, and investment analysis through personalized insights. By providing users with tailored wealth management strategies, the platform enhances financial accessibility and helps individuals optimize their returns while managing expenses effectively.

d1g1t is an enterprise wealth management platform that utilizes institutional-grade analytics and risk management tools to enhance portfolio management for financial advisory firms. By integrating comprehensive client data and automating investment strategies, d1g1t enables advisors to efficiently manage complex portfolios and improve client engagement.

Nucoro provides a headless digital wealth management platform that enables financial institutions to launch end-to-end investment services, including robo-advisory and trading. This technology addresses the need for banks and wealth managers to modernize their investment offerings and enhance customer engagement while generating additional revenue streams.

Arta operates an SEC‑registered wealth platform that gives accredited investors digital access to curated private‑market funds—including private equity, credit, real estate, venture capital, and hedge funds—with lower minimums than traditional private banks. The platform also provides a high‑yield, tax‑free cash reserve, a WealthGen insurance wrapper to eliminate capital‑gains and estate taxes, and structured products, all custodial‑held by BNY Pershing and managed through a unified dashboard with real‑time analytics. By consolidating these services, Arta enables investors to diversify, protect, and allocate wealth efficiently without multiple brokers.

The startup operates a wealth management platform that provides tailored investment strategies for retirement, education, and tax savings through diversified asset allocation. By utilizing data-driven insights, the platform helps clients effectively manage their financial goals and optimize their savings.

Copia Wealth Studios is a financial intelligence platform that utilizes machine learning to provide real-time visualization and analysis of complex investment portfolios. It enables users to optimize asset performance and make informed decisions, ensuring effective wealth management across family offices and institutional clients.

The startup operates a fintech platform that provides trading infrastructure, including wholesale execution, clearing, and settlement outsourcing services tailored for wealth management. This platform offers a cost-effective alternative to traditional custody and wrap platforms, enabling fintech firms and financial professionals to efficiently access capital markets for their retail clients.

InvestSuite provides a suite of white-label InvestTech solutions, including cloud-based portfolio construction and hyper-personalized investment reporting, designed for financial institutions to enhance their digital wealth management offerings. By utilizing REST APIs for seamless integration, the platform enables rapid deployment of investment platforms, addressing the need for efficient and customizable investment services in a competitive market.

Vumi offers a Wealth API that consolidates investment data from various financial institutions, enabling real-time tracking and categorization of user transactions. This platform enhances operational efficiency for wealth management firms by automating data aggregation and providing a comprehensive view of client assets, thereby improving decision-making and client service.

PictureWealth provides a digital platform that aggregates personal financial data, allowing users to visualize their financial status through a "Welfie" and receive tailored insights for wealth improvement. The service connects clients with on-demand financial experts, addressing the challenge of financial literacy and management by offering personalized actions based on individual financial profiles.

Ramify is a digital wealth management platform that utilizes quantitative analysis and advanced algorithms to provide tailored investment strategies in ETFs, SCPIs, and private equity. The platform addresses the complexity of investment management by offering a user-friendly interface, personalized advisory services, and competitive fee structures, enabling clients to optimize their portfolios effectively.

This startup offers a blockchain-powered fintech platform that provides crypto users with a wealth management solution, including crypto-backed loans, spot trading, and access to decentralized finance yield products. By enabling users to leverage their crypto assets for loans and earn returns in a low-interest-rate environment, the platform addresses the need for accessible financial services in the cryptocurrency space.

Wealth.com offers a tech-led, end-to-end estate planning platform designed specifically for financial advisors, enabling them to create, manage, and visualize estate plans with state-optimized legal documents across all U.S. jurisdictions. The platform streamlines the estate planning process, allowing advisors to efficiently serve a diverse range of clients while enhancing the client experience through personalized insights and secure document management.

Bambu provides digital wealth technology that enables financial institutions to automate investment management and enhance client engagement through data-driven insights. The platform addresses inefficiencies in wealth management processes, allowing firms to deliver personalized financial solutions at scale.

Colbr is a fintech platform that offers wealth management services through a proprietary investment selection methodology, enabling users to access private equity and real estate investments starting from €1,000. The platform aggregates financial accounts from over 10,000 institutions, providing real-time visibility and performance tracking of users' investment portfolios.

Wealthify provides a digital investment platform that utilizes algorithm-driven portfolio management to facilitate low-cost, diversified investing for individuals. The service addresses the challenge of high fees and complexity in traditional investment options, making wealth-building accessible to a broader audience.

Focal automates administrative tasks for financial advisors by integrating with wealthtech tools to streamline workflows. The platform automates data entry, form filling, and other repetitive actions, saving advisors time on manual processes. Focal offers enterprise-grade security and compliance features to protect sensitive client data.

The startup offers an AI-driven wealth management platform that integrates financial planning, investments, estate planning, insurance, and tax preparation for registered investment advisors. This platform enables advisors to efficiently scale their operations and improve client engagement, specifically targeting high-earning millennials with tailored financial services.

Provides a digital private banking platform tailored for tech founders, offering services like an Equity Pool for investing in venture-backed companies, personal holding structures for asset protection, and a streamlined family office experience. This platform addresses the challenges of wealth management, liquidity, and financial planning by combining cashless transactions, exclusive investment opportunities, and access to a network of industry leaders.

The startup offers a wealth management platform that automates the asset management process through a fully automated KYC tool and robot-wealth technology. This enables wealth and asset managers to enhance client focus and streamline investment operations, ultimately driving business growth.

Abbove offers a collaborative wealth planning platform that integrates financial advisors, clients, and wealth data through automated connections with over 300 financial institutions. This platform enables proactive wealth discussions and tailored advisory services, addressing the need for continuous engagement and comprehensive management of clients' financial goals throughout their lives.

Keenai Global offers an integrated wealth management platform combining human expertise with AI-driven analytics for personalized investment strategies and portfolio management. It provides sophisticated global market access and data-driven insights for both individual investors and financial advisors.

Kristal.AI offers a digital private wealth platform that provides access to professionally managed investment products across various asset classes, enabling users to invest in premium opportunities typically reserved for high-net-worth individuals. The platform addresses the lack of accessibility and transparency in wealth management by delivering tailored financial planning and secure investment solutions to a broader audience.

The startup offers a digital financial platform that facilitates wealth management by providing private financing solutions, client onboarding, and automated administrative processes. This platform enhances access to unlisted investment products, enabling financial advisors and investors to diversify portfolios and strengthen client relationships.

WealthArc provides a wealth management platform that consolidates client portfolio data through proprietary custodian APIs, enabling wealth managers to access and manage information securely in real-time. This solution enhances operational efficiency by automating workflows and improving data accuracy, addressing the challenges of fragmented data sources and time-consuming manual processes.

Othis provides a data-driven wealth management platform that utilizes quantitative analytics to optimize investment portfolios for high-net-worth individuals and families. By offering portfolio analysis, alternative investment insights, and intuitive management software, Othis addresses the challenges of risk exposure and concentration in asset allocation.

The startup offers an autonomous investment technology platform that utilizes predictive analytics and automated trading algorithms to enhance investment performance across various market conditions. By providing cost-efficient tools for institutional, wealth, and retail clients, the platform enables users to achieve superior returns compared to traditional benchmarks.

The startup offers a digital wealth management platform that utilizes machine learning and natural language processing for institutional-grade portfolio optimization and automated tax-loss harvesting. By transforming complex financial data into actionable insights, the platform enhances investment management efficiency and maximizes tax efficiency for clients.

This fintech startup provides a platform that utilizes algorithmic investment strategies to help users build wealth and achieve financial independence. By automating portfolio management and offering personalized financial insights, the company addresses the challenge of accessible and effective wealth-building tools for individuals.

Wealthbucket offers an online investment platform that utilizes algorithm-driven portfolio management to optimize asset allocation for individual investors. The platform addresses the challenge of making informed investment decisions by providing real-time analytics and personalized investment strategies.

Topaz Digital provides a digital engagement platform specifically for private client service providers like family offices and private banks. This WealthTech solution offers a single touchpoint for private clients, aiming to improve service levels, deepen relationships, and enhance company efficiency and compliance.

RIDE is a WealthTech company that provides retail investors with access to financial solutions typically reserved for high-net-worth clients of private banks, utilizing a low-tax investing approach. Through a digital platform, RIDE enables clients to efficiently establish asset management corporations, supported by selected partner tax advisory firms, to optimize their investment strategies.

Agrud offers a cloud-based WealthTech platform that aggregates structured and unstructured financial data, enhancing digital engagement for wealth management professionals. The platform addresses the inefficiencies in client interactions by providing tools for personalized insights, reducing customer acquisition costs, and improving relationship manager productivity.

Ethan is a cloud-based platform that organizes wealth data across various asset classes, enabling users to consolidate and manage their financial information in one secure location. This solution addresses the challenge of fragmented wealth management by providing a unified view of assets, enhancing data accessibility and decision-making.

The startup offers a Web3 fintech platform that enables users to manage and borrow against their digital assets through a suite of financial tools. This platform provides insights into asset portfolios and facilitates liquidity access, allowing users to make informed financial decisions and grow their wealth.

EarnWealth Solutions provides tailored lending and wealth management services through a technology-driven platform that enhances financial stability for individuals and businesses. By leveraging data analytics and strategic planning, the company addresses the need for personalized financial solutions in a rapidly evolving market.

Nest Wealth provides a digital wealth management platform that integrates client engagement, advisor tools, and investment management solutions for banks and asset managers. This technology streamlines workflows and enhances client experiences, enabling financial professionals to focus on revenue-generating activities while improving client investment outcomes.