Top 50 Wealthtech Platform - Series A

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 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.

WealthOS is a cloud-native platform that enables wealth management firms to rapidly develop and deploy digital products using a modular architecture and Unified API, achieving implementation three times faster and at 40% lower total cost of ownership. The platform addresses the inefficiencies of traditional wealth management systems by providing seamless integrations and reducing operational costs, allowing firms to focus on client acquisition and service enhancement.

Aqumon develops a data-driven AI investment engine that optimizes the risk-return profile for asset owners and financial institutions. Their customizable wealth management solutions enhance operational efficiency and profitability for money managers and end 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.

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.

wealthpilot provides digital software for holistic wealth management, enabling financial institutions to visualize complex client assets instantly. The platform integrates seamlessly with existing systems to streamline advisory processes and enhance the client experience through digital portals. This results in increased advisor productivity and stronger long-term client retention across private banking and wealth management segments.

The startup provides a platform for lifecycle management of alternative assets, facilitating structuring, onboarding, financing, and secondary market transactions. This enables wealth managers and retail investors to efficiently access and deliver private market opportunities to their clients.

WealthKernel provides a modular API infrastructure that enables companies to offer digital investment services, including client onboarding, trading, and portfolio management. This solution addresses the need for scalable and flexible investment functionality, allowing businesses to efficiently manage user accounts and transactions while ensuring regulatory compliance in the UK and EU.

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.

Provides a customizable wealth management platform that integrates with over 300 EU banks to centralize data, streamline order management, and automate portfolio rebalancing. It reduces operational costs by 70% and accelerates onboarding by 200%, enabling financial institutions, family offices, and advisors to manage diverse asset classes while ensuring compliance and data security.

StashAway is a wealth management platform that utilizes algorithm-driven portfolio management to create customized investment strategies for both retail and accredited investors. By offering low fees and no minimum investment requirements, it addresses the challenge of accessible, personalized investment solutions that align with individual risk preferences and financial goals.

Unifimoney provides a multi-asset digital wealth management platform that integrates with community banks and credit unions, enabling commission-free trading of stocks, ETFs, cryptocurrencies, and precious metals. This solution addresses the competitive pressures faced by financial institutions by enhancing customer engagement and offering a comprehensive suite of investment services through existing digital channels.

Finary is a wealth management platform that aggregates financial data from over 20,000 banks and investment accounts, providing users with real-time performance tracking and detailed analytics of their assets. The platform automates portfolio management, enabling users to identify hidden fees and optimize their investment strategies without the need for manual spreadsheets.

Range offers a wealth management dashboard that integrates financial analytics and expert advisory services tailored for high earners. This platform enables users to optimize their investment strategies and track their financial health in real-time, addressing the complexities of managing substantial wealth.

The startup develops a wealth management platform that consolidates investments, pension funds, and real estate assets into a single interface. This technology provides real-time performance monitoring, enabling advisors and family offices to deliver a clear overview of asset performance to their clients.

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.

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.

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.

Compound Planning offers integrated wealth management services encompassing investment management, tax strategy, and estate planning for high-net-worth individuals. The platform provides access to diversified portfolios including private market opportunities alongside automated services like tax-loss harvesting. Clients benefit from a centralized dashboard for net worth monitoring, cash flow analysis, and efficient borrowing solutions.

AdvisorEngine is a wealth management platform that provides investment advisors with tools for portfolio management, client relationship management, and digital onboarding, enabling efficient data consolidation and performance reporting. The platform addresses the challenges of operational inefficiency and client engagement in financial advisory firms by streamlining workflows and enhancing the client experience.

VRGL develops a wealth management data analytics platform that automates the investment proposal process by extracting and analyzing client portfolio data across five key pillars: performance, risk, diversification, taxes, and fees. This technology enables wealth managers to quickly generate personalized proposals, significantly reducing analysis time by 75% and accelerating client conversion rates by 30%.

Allocate provides an operating system for wealth advisory firms to manage private markets programs efficiently at scale. The platform supports the entire lifecycle, from AI-powered deal sourcing and due diligence to white-label vehicle structuring and unified portfolio tracking. This technology enables advisors to integrate institutional-quality private asset access while streamlining complex reporting and operational workflows.

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.

The startup offers a digital platform that enables financial advisors to manage client relationships and operations efficiently without increasing staff. By acquiring traditional wealth management firms, the company enhances automation and operational efficiency, allowing wealth managers to focus on client service and growth.

Harness Wealth is a digital platform that connects clients with tax and financial advisors experienced in equity compensation, small business, and cryptocurrency. The platform provides tools for portfolio management and decision-making, enabling users to optimize their financial strategies and maximize the value of their equity options.

InvestSuite provides white-label InvestTech modules that integrate with existing financial institution stacks for digital investing and reporting. These solutions allow businesses to cost-effectively expand product offerings with customizable front-ends compatible with any cloud, data provider, or broker/custodian. The company delivers engaging investment platforms, robo-advisory tools, and narrative-driven client reporting to drive growth.

The startup operates an investment platform that provides actively managed baskets of public equities tailored for the aspirational mass affluent market. By offering access to wealth-building products typically reserved for high-net-worth individuals, the platform enables clients to enhance their investment opportunities and financial growth.

The startup offers a financial planning platform that utilizes data analytics to provide personalized insights for wealth management at affordable rates. This platform addresses the challenge of financial literacy by enabling users to make informed decisions on their financial journey toward independence.

Grove provided personalized financial planning and advice through an online platform, making financial guidance affordable for a broad audience. The company is now transitioning to focus on technology development with Wealthfront, aiming to enhance financial optimization for users through automated money management solutions.

The startup offers a digital investment platform that facilitates trading in high-yield, asset-backed securitized debt instruments, bridging the gap between low-risk fixed deposits and higher-return investment options. This platform enables both high net-worth and retail investors to achieve superior returns compared to traditional fixed income products by investing in secured assets.

Templum provides a technology platform that facilitates capital raising and secondary trading for alternative assets through its scalable infrastructure and digital onboarding solutions. By connecting investors to a diverse ecosystem of private market opportunities, Templum enhances access to investment options traditionally limited to large institutions and high-net-worth individuals.

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.

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.

Quantit is a fintech company that offers an AI-driven platform for investment analysis and portfolio management, utilizing real-time data insights and predictive analytics. The platform mitigates information overload and inefficiency in investment strategies, enabling more informed decision-making for investors.

FASST is an insurtech that provides digital distribution platforms for insurers, mutuals, and brokers, focusing on enhancing revenue in life insurance, health, retirement savings, and property insurance. The platform streamlines client management and regulatory processes, enabling efficient portfolio aggregation and integration with existing solutions.

The startup develops financial software that utilizes artificial intelligence and collective data to facilitate secure information sharing between wealth managers and asset managers. This platform addresses the information disconnect in the financial industry, enabling clients to make more informed decisions when buying and selling funds.

Thndr operates an app-based investment platform that simplifies stock trading for retail investors by providing commission-free access to a wide range of financial instruments. The platform addresses the challenge of high trading fees and complex investment processes, enabling users to invest easily and affordably.

The startup provides a financial technology platform that integrates centralized and decentralized finance portfolio management for institutional investors, utilizing real-time pricing, risk metrics, and blockchain transaction automation. This technology enables seamless interaction with digital assets alongside traditional asset classes, offering detailed portfolio valuations and protocol-level insights.

Nexa Finance is a platform that provides access to a range of investment options, aiming to democratize investing for a broader audience. The platform curates and offers various investment opportunities to users, potentially including those typically reserved for high-net-worth individuals.

The startup offers an asset management platform that utilizes algorithms to provide financial education and investment guidance, making capital markets accessible to individuals regardless of their prior knowledge or existing assets. By eliminating hidden costs, the platform enables users to invest independently and flexibly, helping them achieve their financial goals.

Conquest Planning provides a financial planning platform that utilizes a Strategic Advice Manager (SAM) to facilitate real-time digital collaboration and stress testing of financial plans. This technology enables financial institutions to deliver personalized, data-driven advice efficiently, addressing the complexities of client financial needs and enhancing compliance with regulatory obligations.

The startup offers a robo-advisor platform that automates investment and savings by creating diversified portfolios that include real estate, bonds, and both local and international stocks. This technology enables investors to optimize their returns while minimizing the complexities of portfolio management.

The startup offers a fintech platform that enables financial advisers, crypto hedge funds, and high-net-worth clients to automate earnings and trade digital assets securely. By providing access to institutional crypto funds and user-friendly tools, the platform facilitates seamless transactions and investment opportunities in digital currencies, addressing the need for efficient financial services in the evolving digital asset landscape.

This startup provides technology-driven financial services that enable users to manage investments, payments, and insurance through a user-friendly platform. By focusing on financial literacy, the company addresses the challenge of effective money management for consumers, ensuring secure and accessible financial solutions.

The startup offers an investment and portfolio management application that utilizes algorithmic recommendations to create automated stock portfolios based on user-defined risk profiles. It enables investors to monitor their financial goals and adjust their investment strategies through real-time market analysis and data tracking.

Delio provides a white-label technology platform that enables financial institutions to distribute, report, and structure alternative investments while enhancing client experience and operational efficiency. By offering configurable solutions for the entire investment lifecycle, Delio addresses the challenges of scaling private market propositions in a compliant manner.

The startup operates a digital finance platform that provides secure custody and asset servicing for various asset classes, utilizing blockchain technology for enhanced transparency and compliance. It enables large institutions to efficiently manage securities and implement structured employee share option plans, improving financial optimization and asset retrieval processes.

Walliance is a European property investment platform that utilizes a digital wallet system to facilitate fractional investments in real estate projects, allowing users to diversify their portfolios with a minimum investment of €500. The platform addresses the high entry barriers in real estate by providing access to a variety of investment opportunities and real-time portfolio monitoring for over 100,000 registered users.

Carry is a tax-advantaged investment platform that provides business owners and high-earning professionals with access to Solo 401k accounts, alternative investments, and automated portfolio management. The platform enables users to optimize their financial strategies, minimize tax liabilities, and enhance wealth management through personalized financial planning and a no-fee robo-advisor.