Top 50 Wealthtech Platform - Late Stage

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.

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.

Vise is an AI-driven investment management platform that enables financial advisors to efficiently build, manage, and explain personalized portfolios at scale through automated processes like tax-loss harvesting and rebalancing. The platform addresses the challenge of fragmented technology in wealth management, allowing advisors to streamline operations and enhance client outcomes.

Arta Finance is a digital wealth management platform that utilizes automated U.S. Treasuries portfolios and curated access to private market investments to enhance portfolio returns while minimizing tax liabilities. The platform addresses the challenge of limited access to high-yield, low-risk investment opportunities for individuals seeking to grow and protect their wealth.

Addepar provides a cloud‑native platform that continuously aggregates asset data from over 450 custodial and market sources into a unified model, enabling real‑time visualization, scenario analysis, and on‑demand reporting for multi‑asset portfolios. The solution includes integrated trading and automated rebalancing tools, white‑label report generation, and open APIs that connect to CRM, accounting and analytics systems, all secured with role‑based access and SOC 3‑certified encryption. It is used by wealth managers, family offices, private banks and institutional investors to streamline data consolidation, analytics and client reporting.

Provides a members-only wealth management platform combining personalized advisory services, proprietary investment strategies, and exclusive lifestyle access. It addresses the needs of high-earning professionals by offering tailored financial growth tools, including active equity management and cash optimization, while ensuring robust security and regulatory compliance.

Wealthfront offers an integrated platform for automated investment management and digital financial planning. It provides diversified, low-cost ETF portfolios with tax-loss harvesting and a proprietary planning tool to model financial scenarios and track progress toward goals.

Albert is a financial technology platform that combines budgeting, saving, and investing features into a single app, utilizing automated algorithms to analyze users' income and spending patterns. The app addresses the challenge of financial management by providing personalized insights and facilitating seamless transactions, enabling over 10 million users to effectively track their finances and achieve their savings goals.

WealthPark is a digital asset management platform that utilizes cloud-based technology to streamline real estate operations for asset managers and investors. It provides a marketplace for institutional-quality real estate, enabling users to access unique investment opportunities and manage their assets efficiently across multiple regions.

Opto Investments provides a technology-driven platform that enables fiduciaries to construct customized private market investment vehicles, including private equity and real estate funds. By streamlining portfolio management and minimizing administrative burdens, the platform enhances the investment experience for wealth management professionals and their clients.

Farther is a wealth management firm that integrates financial planning software with personalized advisory services to enhance client investment strategies. The platform provides data-driven insights and tailored financial models, enabling clients to optimize their asset allocation and achieve their financial goals more effectively.

The startup offers an app-based money management platform that enables users to automate their financial activities, including investing in custom stock and ETF portfolios, accessing low-cost lines of credit, and performing digital banking transactions. This platform addresses the need for accessible financial tools that enhance users' financial well-being without incurring fees.

Alpian offers a mobile app that integrates banking services, personal wealth management, and tailored investment products, allowing users to manage their finances and investments in one platform. The app provides ultra-personalized investment strategies and a multi-currency account, addressing the challenges of high fees and lack of accessibility in traditional banking and investment services.

The startup offers a data-driven technology platform that provides simplified financial planning services through optimized passive portfolio construction. By utilizing investment consulting technology, it enables family offices, health advisers, and endowment foundations to create sustainable portfolios with minimized tracking error against established benchmarks.

Origin is a financial planning platform that consolidates employee compensation, benefits, and personal finances into a single interface, enabling users to track their net worth, spending, and investments. By providing access to certified financial planners and AI-driven insights, Origin helps users optimize their financial management and achieve their wealth-building goals.

Pluang is a financial technology application that offers a platform for digital micro-savings and micro-investments across various asset classes, including U.S. stocks, cryptocurrencies, mutual funds, and gold. By enabling users to start investing with minimal capital and providing automated investment features, Pluang addresses the challenge of accessibility and affordability in personal finance management.

TIFIN AMP is an AI platform designed to enhance distribution efficiency for asset management companies by utilizing advanced data analytics and machine learning algorithms. It addresses the challenge of personalization in wealth management by streamlining client engagement and improving product accessibility for financial advisors and investors.

Halo Investing is a financial technology platform that provides financial advisors with access to protective investment solutions, including custom Structured Notes and buffered ETFs, enabling them to better manage market risks in client portfolios. The platform streamlines the creation and aggregation of structured products, enhancing efficiency and personalization in wealth and retirement planning.

Syfe is a digital investment platform that provides risk-managed portfolios and simplified brokerage services for both novice and experienced investors, enabling seamless trading across Singapore, Hong Kong, and US markets. The platform addresses the challenge of managing multiple investment accounts by offering a single app for diverse investment solutions, including cash management and personalized wealth services.

Flink is a financial technology platform that offers a mobile application for users to track and manage their spending through personalized insights and investment features. The app addresses the challenge of financial literacy by providing tools that empower users to make informed decisions about their money and investments.

The startup offers a financial platform that utilizes data analytics and machine learning to optimize investment strategies while minimizing transaction costs. By providing customizable solutions across various sectors, including autonomous driving and insurance underwriting, the platform enables investors to achieve higher returns compared to traditional market indices.

This startup provides digital wealth management services that utilize transparent pricing and conflict-free fee structures to enhance investment strategies. By offering cashback on trailer fees, it enables individuals to achieve personalized financial goals while ensuring security and trust in their investment decisions.

M1 provides a commission‑free platform that combines brokerage, cash management, and margin borrowing in a single web and mobile interface. Users build and weight “Pies” of stocks, ETFs and crypto, schedule recurring deposits and rely on automated rebalancing to maintain target allocations, while high‑yield cash accounts and portfolio‑linked credit lines offer liquidity and low‑cost borrowing. The service supports individual, joint and retirement accounts with SIPC and FDIC protection.

Fundment provides a platform that automates investment and account management processes for financial advisers, enabling streamlined client onboarding, rebalancing, and account opening. This technology enhances operational efficiency and personalization, allowing advisers to better serve their clients' unique financial needs.

Acorns provides a mobile platform that automatically rounds up everyday purchases and deposits the spare change into diversified ETF portfolios, while also offering high‑yield checking, retirement accounts, and a kid‑focused savings app. The service combines banking, investing, and cashback features under a subscription model, delivering low‑minimum, automated wealth‑building tools for U.S. consumers and families.

The startup offers an enterprise management platform tailored for investment management firms and family offices, utilizing a configurable role and relationship-based automated workflow engine. This technology enhances risk management and integrates process management throughout the transaction life-cycle, providing a unified source of accurate information for improved operational efficiency.

FINBOURNE Technology provides cloud-native investment management solutions that integrate data management, portfolio management, and compliance functionalities into a single platform. Their technology enables asset managers and financial institutions to access accurate, real-time data, enhancing decision-making and operational efficiency across the investment lifecycle.

Fintual is an asset management platform that employs algorithm-driven investment strategies to create personalized portfolios for young professionals, utilizing mutual funds that invest in ETFs and national fixed-income assets. The platform simplifies investment decisions by providing tailored, data-driven insights without minimum investment requirements, enabling users to optimize their financial growth efficiently.

The startup develops a financial infrastructure platform that provides compliance solutions for funds processing, accounting, and data retention. This platform enhances access, transparency, and speed, ensuring clients can protect their assets effectively.

The startup offers a financial management platform that integrates various financial tools to provide users with real-time insights and actionable tips for effective banking and budgeting. This application simplifies daily money management, enabling users to track their finances and make informed decisions with ease.

The startup has developed a financial platform that facilitates secondary transactions of illiquid assets by connecting sellers, such as employees and investors, with private banking and wealth management clients. This platform enables participants to invest in late-stage venture capital opportunities with a low minimum investment requirement, enhancing access to growth investments.

The startup offers an online financial platform that enables secure digital trading of assets on the blockchain, providing businesses with access to curated financial services typically unavailable through traditional institutions. By allowing users to earn interest on deposits in a digital wallet, the platform creates new opportunities for earning, borrowing, and payment in a decentralized financial ecosystem.

Abra is a digital asset financial platform that enables consumers and institutions to buy, sell, store, and borrow against cryptocurrencies while generating yield through collateralized credit lines and structured loans. By providing a secure environment for trading and wealth management, Abra addresses the need for efficient liquidity and investment strategies in the rapidly evolving digital asset market.

The startup has developed a blockchain platform that enables the digitization of assets through a robust infrastructure designed for maximum interoperability. This platform allows individuals and communities to engage effectively in the digital asset ecosystem, enhancing access to financial opportunities.

The startup operates a money management platform that integrates digital bank accounts and co-branded debit cards into a single mobile banking interface, allowing users to manage multiple financial services seamlessly. By automatically allocating funds for savings, the platform helps users enhance their financial decision-making and optimize their savings strategies.

Carta provides a cloud‑native ERP platform that consolidates equity management, fund administration, and portfolio analytics for private‑market participants. The system automates cap‑table updates, electronic securities issuance, 409A/ASC 718 valuations, tax filings and offers real‑time scenario modeling and compliance monitoring through integrated dashboards and API connections. This unified solution delivers a single source of truth to reduce manual effort, improve data accuracy, and accelerate decision‑making for founders, investors and fund managers.

Scalable Capital is a digital investment platform that offers both self-directed trading and automated portfolio management, allowing users to invest in stocks, ETFs, and cryptocurrencies with low fees. The platform addresses the challenge of accessible and cost-effective investing for over one million individuals, enabling them to manage their financial futures with ease.

Bitpanda.AI develops AI-powered investment tools that provide personalized insights and automated optimization based on market conditions and individual preferences. This platform enables all investors to navigate financial markets confidently, regardless of their prior knowledge or experience.

Cato is an AI-powered super app that automates personal finance management by analyzing users' income and expenses to optimize savings through micro-accounts and cashback offers. The platform addresses the challenge of financial health by providing tailored insights and automated tools to help users budget effectively and achieve their savings goals.

Boosted.ai provides an AI-driven platform that automates investment management by utilizing proprietary algorithms for stock selection and large language models for comprehensive research analysis. This technology addresses the challenges of data overload and time constraints faced by investment managers, enabling them to make informed, data-driven decisions while improving portfolio metrics.

Plum Fintech offers a smart app that combines automated savings and investment features, allowing users to grow their money through products like Cash ISAs and Stocks and Shares ISAs. The platform addresses the challenge of saving and investing efficiently by utilizing automated rules to help users set aside funds effortlessly for both short-term goals and long-term financial growth.

Bokra is a platform designed to simplify investment and savings, offering tools and resources to help users manage their finances. The platform aims to make investing more accessible and efficient for individuals.

FundGuard is a cloud-native investment accounting platform that utilizes artificial intelligence to provide real-time, integrated data across all investment operations. It enables asset managers and service providers to enhance operational efficiency, reduce costs, and adapt to evolving regulatory requirements and new asset classes.

Moneybox is a mobile savings and investment app that provides users with a suite of financial products, including round-up savings and diversified investment portfolios. The platform addresses the challenge of building wealth by simplifying the savings process and making investment accessible to individuals with varying financial backgrounds.

The startup operates a lending and investment platform that offers financial products across the entire financial life cycle, including asset-based mortgages and pre-IPO investments. By enabling clients to manage their funds without relying solely on income, the platform addresses the challenges of traditional lending and investment access.

Moonfare is a digital platform that connects high-net-worth individuals and family offices to top-tier private equity funds, utilizing a proprietary due-diligence framework to curate investment opportunities. By providing access to exclusive private market investments, Moonfare addresses the challenge of limited investment options for individuals seeking to diversify their portfolios and enhance return potential.

QI Tech provides a fintech platform with APIs that enable businesses to create and manage financial products, including credit issuance, digital banking, and fraud prevention tools. This infrastructure streamlines the financial service delivery process, allowing companies to enhance customer engagement and operational efficiency.

Open Finance 2020 is a financial technology platform that connects corporations, startups, and entrepreneurs to facilitate collaboration and innovation in the fintech ecosystem. By providing networking opportunities and access to industry experts, the platform addresses the challenge of fragmented communication and resource sharing within the financial sector.

Found is a fintech platform that offers integrated business banking, automated bookkeeping, and real-time tax calculation tools specifically designed for self-employed individuals. By consolidating financial management tasks into a single application, Found eliminates the complexities of expense tracking, invoicing, and tax preparation, allowing users to focus on their core business activities.

Bitpanda is an EU‑regulated broker that provides a single platform for trading over 3,000 digital assets—including cryptocurrencies, stocks, ETFs, precious metals and commodities—using its Fusion engine to aggregate liquidity and offer tiered fees as low as 0.02 %. The service includes automated savings plans, high‑yield cash accounts, staking, a Visa‑linked crypto card, and a white‑label API with custodial solutions for businesses, all secured with cold‑storage and ISO 27001/SOC 2 compliance.