Top 50 Wealthtech Platform - Series B

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

UPTIQ provides an Enterprise AI platform that integrates over 100 financial data sources to enhance productivity for wealth advisors, banks, and fintechs. The platform features AI agents that automate complex workflows, enabling financial professionals to focus on high-value tasks while improving client engagement and operational efficiency.

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.

Compound is a family office tailored for technology professionals, utilizing expertise in Qualified Small Business Stock (QSBS) and Application Programming Interfaces (APIs) to optimize investment strategies. The platform addresses the complexities of wealth management in the tech sector, providing tailored financial solutions that enhance asset growth and tax efficiency.

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%.

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.

Yomoni offers a digital wealth management platform in France that utilizes exchange-traded funds (ETFs) and personalized investment strategies to optimize savings and retirement planning. By providing transparent fee structures and expert guidance, Yomoni addresses the challenge of high management costs and accessibility in traditional wealth management services.

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.

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 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.

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.

Moment offers a unified fixed income operating system for wealth management firms, streamlining trading, portfolio management, and compliance. The platform integrates liquidity aggregation, automated execution, and advanced portfolio construction tools to increase operational efficiency and reduce complexity.

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 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.

This startup offers an alternative investment platform that provides individual investors access to institutional-grade investment opportunities, enabling them to diversify their portfolios with assets that are not correlated to the stock market. By facilitating investments typically reserved for ultra-wealthy individuals, the platform aims to enhance portfolio resilience against market volatility and improve overall returns.

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.

Magnifi is an AI-driven investment platform that provides personalized portfolio analysis and investment recommendations by integrating with existing brokerage accounts. It addresses the challenge of informed decision-making in investing by offering real-time insights and guidance tailored to individual financial goals.

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.

Monarch is an all-in-one financial management platform that aggregates account balances, transactions, and investments, allowing users to track their financial health in one place. By utilizing AI for transaction categorization and offering collaborative features for partners and advisors, Monarch helps users achieve their financial goals more efficiently.

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.

Jacobi provides a customizable platform for investment managers to design and manage multi-asset portfolios using proprietary data and analytics. The technology enhances efficiency and collaboration by integrating unique investment processes and visualizations, eliminating the inefficiencies of disconnected spreadsheets.

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.

The startup offers an online financial platform that provides personalized investment strategies through an engaging user interface, targeting the savings habits of young individuals. By utilizing data-driven insights, the platform empowers users to make informed investment decisions and enhance their financial literacy.

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.

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.

Arch is a digital platform that automates the management of private investments by aggregating documents, communications, and financial data in a secure environment. It eliminates the need for spreadsheets and manual tracking, streamlining tax automation, capital calls, and distributions for investors and family offices.

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.

Moment provides a suite of APIs for automated execution, data analytics, and risk management tailored for fixed income trading on wealth platforms. By simplifying access to fixed income markets, Moment enables firms to efficiently manage portfolios and execute trades, addressing the complexities and inefficiencies of traditional fixed income trading.

Landytech's Sesame platform centralizes investment data from various custodians and integrates it through a single API, enabling asset managers and family offices to access real-time analytics and streamline report generation. This solution reduces the time spent on manual data compilation and enhances decision-making by providing a comprehensive view of multi-asset portfolios.

This startup offers life insurance and wealth management services through a platform that provides flexible and customized product options. By enhancing transparency and streamlining the customer experience, the company addresses the complexities and inefficiencies often found in traditional life insurance processes.

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.