Organizations in Wealth Management
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ANZ ANZ is a banking company that provides online banking services to individuals and businesses. ASX:ANZ |
Banking, Finance, Financial Services, FinTech, Information Technology, Wealth Management | Melbourne, Victoria, Australia |
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FNZ FNZ partners with financial institutions to enable them to provide multi-channel wealth management services to their clients. |
Finance, Financial Services, FinTech, Wealth Management | London, England, United Kingdom |
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Arch Arch digitally manages private investment operations for investors and investment advisors. |
Hedge Funds, Real Estate Investment, Software, Venture Capital, Wealth Management | New York, New York, United States |
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Syfe Syfe is a digital investment platform that offers a range of investment solutions tailored for both novice and experienced investors. |
Financial Services, FinTech, Wealth Management | Singapore, Central Region, Singapore |
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Axis Bank Axis Bank is a banking institution offering commercial, corporate and retail banking, and treasury operations. NSE:AXISBANK |
Banking, Financial Services, Insurance, Wealth Management | Mumbai, Maharashtra, India |
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MobiKwik MobiKwik is a financial services company that provides a fintech platform designed for online payments, life insurance, and loans. |
Consumer Lending, Financial Services, FinTech, Lending, Mobile Payments, Payments, Wealth Management | Gurgaon, Haryana, India |
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Scripbox Scripbox is an online mutual funds investment platform. |
Angel Investment, Finance, Financial Services, FinTech, Wealth Management | Bangalore, Karnataka, India |
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Dezerv. Deserv offers an integrated portfolio approach to investment, providing higher returns with lower risk. |
Financial Services, FinTech, Wealth Management | Mumbai, Maharashtra, India |
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JP Morgan JP Morgan offers financial services, serving large multinationals, emerging companies, institutional investor, and individuals. |
Banking, Credit Cards, Finance, Financial Services, Wealth Management | New York, New York, United States |
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Moneyfarm Moneyfarm is a digital wealth manager that offers online financial advisory and investment services. |
Advice, Financial Services, FinTech, Wealth Management | London, England, United Kingdom |
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SmartAsset SmartAsset is an online destination for financial advice that powers SmartAdvisor, a marketplace connecting consumers to financial advisors. |
Finance, Financial Services, FinTech, Marketplace, Personal Finance, Wealth Management | New York, New York, United States |
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Yieldstreet Yieldstreet is an alternative investments platform that provides retail investors with access to income-generating investment products. |
Finance, Financial Services, FinTech, Wealth Management | New York, New York, United States |
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Yes Bank Yes Bank is a private sector bank that offers comprehensive banking and financial solutions to its customers. NSE:YESBANK |
Banking, Finance, Financial Services, Venture Capital, Wealth Management | Mumbai, Maharashtra, India |
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U.S. Bancorp U.S. Bancorp is a financial holding company, offers banking, investment, mortgage, trust, and payment services and products for its clients NYSE:USB |
Banking, Financial Services, Insurance, Mortgage, Wealth Management | Minneapolis, Minnesota, United States |
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Credit Suisse Credit Suisse Group is a financial services company that advises clients in all aspects of finance. SWX:CSGN |
Banking, Financial Services, Personal Branding, Wealth Management | Zürich, Zurich, Switzerland |
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Casa Casa helps consumers and companies securely store cryptocurrencies and manage private keys. |
Bitcoin, Cryptocurrency, FinTech, Security, Wealth Management | Denver, Colorado, United States |
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Wint Wealth Wint Wealth is a platform for retail investors to invest in assets that give higher fixed deposit returns that are less risky than equities. |
Finance, Financial Services, Wealth Management | Nasik, Maharashtra, India |
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NFP NFP is a insurance broker and consultant that cares deeply about their employees' and clients' well-being. NYSE:NFP |
Consulting, Financial Services, Insurance, Wealth Management | New York, New York, United States |
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Envestnet Envestnet is a provider of technology-enabled investment and practice management solutions to financial advisors. NYSE:ENV |
Architecture, Financial Services, FinTech, Wealth Management | Chicago Heights, Illinois, United States |
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M1 Holdings The Finance Super App |
Finance, Financial Services, FinTech, Wealth Management | Chicago, Illinois, United States |
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Bank Of Hawaii Bank of Hawaii Corporation is a bank holding company. NYSE:BOH |
Banking, Finance, Financial Services, Wealth Management | Honolulu, Hawaii, United States |
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Catch Catch is a platform that offers health insurance, retirement plans, and tax withholding for freelancers without benefits. |
Financial Services, FinTech, Freelance, Health Insurance, Insurance, Personal Finance, Retirement, Wealth Management | New York, New York, United States |
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Facet Wealth Facet Wealth is a provider of financial and wealth management services used to simplify the financial planning process. |
Finance, Financial Services, Wealth Management | Baltimore, Maryland, United States |
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Kristal.AI Kristal.AI develops a digital private wealth platform designed to make premium investments available to the masses. |
Banking, Financial Services, FinTech, Wealth Management | Singapore, Central Region, Singapore |
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Bondora Bondora offers access to the world of investing and earn a reliable net return, without all the complexities. |
Consumer Lending, Finance, Financial Services, FinTech, Wealth Management | Tallinn, Harjumaa, Estonia |
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Baker Tilly Baker Tilly is a advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions. |
Accounting, Finance, Wealth Management | Chicago, Illinois, United States |
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CAPTRUST CAPTRUST Financial Advisors offers wealth management and retirement plan consulting services to individuals. |
Consulting, Customer Service, Financial Services, Retirement, Wealth Management | Raleigh, North Carolina, United States |
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Bite Investments Bite is a global fintech company that provides software-as-a-service (SaaS) to asset managers and enhances connectivity to investors. |
Asset Management, Financial Services, FinTech, Wealth Management | London, England, United Kingdom |
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Wahed Invest Wahed provides digital financial services to assist with ethical wealth management. |
Accounting, Apps, Banking, Compliance, Financial Services, FinTech, Transaction Processing, Wealth Management | New York, New York, United States |
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HighTower Advisors HighTower is a financial services company providing solutions for high-net-worth and institutional clients. |
Finance, Financial Services, Wealth Management | Chicago, Illinois, United States |
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StashAway StashAway is a wealth management platform that delivers personalized portfolio management to both retail and accredited investors. |
Apps, Finance, Financial Services, Mobile Apps, Personal Finance, Podcast, Wealth Management | Singapore, Central Region, Singapore |
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Insigneo Insigneo is a leading international wealth management firm that empowers independent investment professionals |
Advice, Asset Management, Finance, Trading Platform, Wealth Management | Miami, Florida, United States |
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SoFi SoFi is a finance company that offers a range of lending and wealth management services. NASDAQ:SOFI |
Financial Services, FinTech, Life Insurance, Wealth Management | San Francisco, California, United States |
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MVB Bank MVB Bank provides financial services to individuals and corporate clients in the Mid-Atlantic region. NASDAQ:MVBF |
Banking, Employee Benefits, Financial Services, Wealth Management | Fairmont, West Virginia, United States |
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Lendtable Lendtable provides income-constrained individuals with wealth-building cash advances. |
Credit Cards, Financial Services, FinTech, Personal Finance, Wealth Management | San Francisco, California, United States |
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Sentieo Sentieo provides the first financial intelligence platform specifically designed for the research needs of investors. |
Analytics, Financial Services, FinTech, Hedge Funds, Market Research, SaaS, Search Engine, Wealth Management | San Francisco, California, United States |
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Ziegler Ziegler is a financial consulting firm that offers investment banking, capital markets, principal investments, and fund management services. OTCPINK:ZGCO |
Advice, Banking, Financial Services, Wealth Management | Chicago, Illinois, United States |
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Secfi Secfi works with startup employees and founders to provide equity planning and stock option financing. |
Financial Services, FinTech, Wealth Management | San Francisco, California, United States |
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First Citizens Bank First Citizens Bank provides banking services, essential business and professional services, wealth management capabilities, and more. NASDAQ:FCNCA |
Banking, Finance, Financial Services, Insurance, Lending, Payments, Wealth Management | Raleigh, North Carolina, United States |
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SwissBorg We are on a mission to democratise crypto wealth management by making it fun, fair and community-centric. |
Blockchain, Communities, Financial Services, FinTech, Wealth Management | Lausanne, Vaud, Switzerland |
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Finhay Finhay is a wealth management platform that helps individual investors micro-invest in mutual funds. |
Financial Services, FinTech, Impact Investing, Wealth Management | Hanoi, NA - Vietnam, Vietnam |
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Oakworth Capital Bank Oakworth Capital Bank is an investment management company focused on providing custom banking and wealth management solutions. |
Banking, Financial Services, Venture Capital, Wealth Management | Birmingham, Alabama, United States |
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Wealthfront Wealthfront is a next-gen banking service that helps manage money for both short-term and long-term wealth. |
Financial Services, FinTech, Personal Finance, Stock Exchanges, Wealth Management | Palo Alto, California, United States |
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Wealth Enhancement Group Wealth Enhancement Group offers customized financial planning and investment management services. |
Financial Services, Risk Management, Wealth Management | Plymouth, Minnesota, United States |
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ETON Solutions ETON Solutions is a third-generation wealth management technology firm for the family office and multi-family office market. |
Computer, Software, Wealth Management | Morrisville, North Carolina, United States |
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Goalwise Goalwise is a mutual fund investment platform that provides an investment plan to achieve financial goals. |
Financial Services, FinTech, Impact Investing, Wealth Management | Bengaluru, Karnataka, India |
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Getquin getquin is the social network for investors. |
Financial Services, FinTech, Impact Investing, Wealth Management | Berlin, Berlin, Germany |
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Boosted.ai Boosted.ai is an artificial intelligence company that enhances portfolio management outcomes for the global financial industry. |
Artificial Intelligence, Finance, Machine Learning, Software, Wealth Management | Toronto, Ontario, Canada |
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TTEC TTEC is one of the technology and services innovators that provides end-to-end, digital CX solutions. NASDAQ:TTEC |
Consulting, Information Technology, Open Source, Outsourcing, Software, Wealth Management | Englewood, Colorado, United States |
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Sarwa Sarwa is an online platform that makes investing in global markets simple and affordable for investors in the Middle East. |
FinTech, Wealth Management | Dubai, Dubai, United Arab Emirates |
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Hugosave A digital companion empowering you to spend, save and invest through an inclusive and easy-to-understand wealthcare journey. |
Finance, Financial Services, FinTech, Information Technology, Mobile Payments, Payments, Personal Finance, Trading Platform, Wealth Management | Singapore, Central Region, Singapore |
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Kapital Data-driven neo-bank for SMBs in LATAM |
Asset Management, Finance, Financial Services, FinTech, Mobile Payments, Wealth Management | Mexico City, Distrito Federal, Mexico |
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LIQID LIQID is a digital asset manager focused on the investment needs of affluent private clients. |
Financial Services, FinTech, Wealth Management | Berlin, Berlin, Germany |
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Stable Money Stable Money is a fixed-return investment platform that allows users to access fixed deposits, debt mutual funds, and bonds. |
Financial Services, FinTech, Wealth Management | Bangalore, Karnataka, India |
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Boast Boast is a fintech platform that helps companies identify, claim, and finance R&D tax credits and government incentives. |
Apps, Artificial Intelligence, Customer Service, Finance, Financial Services, FinTech, Mobile, Small and Medium Businesses, Wealth Management | San Francisco, California, United States |
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ZILO Global fund administration reimagined |
Asset Management, Financial Services, FinTech, Software, Wealth Management | London, England, United Kingdom |
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Plaid Plaid provides companies with the tools and access needed for the development of a digitally-enabled financial system. |
Banking, Finance, Financial Services, FinTech, InsurTech, Wealth Management | San Francisco, California, United States |
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Equisoft Equisoft is a business-first technology company dedicated to helping insurance and wealth management organizations reach their goals. |
FinTech, Information Services, Information Technology, Insurance, SaaS, Software, Wealth Management | Montréal, Quebec, Canada |
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Plenty Plenty is a financial planning application that aims to help users achieve financial freedom. |
Financial Services, FinTech, Funding Platform, Wealth Management | San Francisco, California, United States |
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Coinpanion Coinpanion makes investing in digital assets as easy as investing in stocks with ETFs. |
Asset Management, Bitcoin, Cryptocurrency, Finance, Financial Services, FinTech, Trading Platform, Wealth Management | Vienna, Wien, Austria |
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D1g1t d1g1t is a digital wealth management platform powered by analytics that offers advanced, transparent portfolio management services. |
Analytics, Financial Services, FinTech, Management Information Systems, Wealth Management | Toronto, Ontario, Canada |
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First Foundation First Foundation provides integrated investment management, wealth planning, consulting, trust, and banking services. NASDAQ:FFWM |
Banking, Financial Services, Insurance, Wealth Management | Irvine, California, United States |
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Kuvera.in An online platform for mutual fund investments. |
Commercial, Financial Services, FinTech, Wealth Management | Bangalore, Karnataka, India |
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Covr Financial Technologies Multi-carrier, digital life insurance platform that is white-labeled and distributed through financial institutions |
Financial Services, FinTech, Insurance, InsurTech, Life Insurance, Wealth Management | Hartford, Connecticut, United States |
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Delio Delio is a white label technology offering that enables wealth management firms, private banks and other financial institutions. |
Banking, Financial Services, FinTech, Information Technology, Wealth Management | Cardiff, Cardiff, United Kingdom |
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Savart Savart is a wealth management platform that assists in investing stocks and mutual funds. |
Advice, Crowdfunding, Financial Services, FinTech, Stock Exchanges, Wealth Management | Hyderabad, Andhra Pradesh, India |
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Clarity Money Clarity Money empowers and saves you money with transformative financial organization, transparency and advocacy. |
Big Data, Finance, Financial Services, FinTech, Wealth Management | New York, New York, United States |
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Alpian Alpian combines banking services, personal wealth management, and tailored investment products all in one app. |
Banking, Financial Services, FinTech, Information Technology, Wealth Management | Carouge, Geneve, Switzerland |
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Wealth Wealth is a comprehensive digital estate planning platform. |
Financial Services, FinTech, Wealth Management | Phoenix, Arizona, United States |
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Warren Investimentos We are an investment brokerage and wealth management firm that provides access to the best investments in the market. |
Financial Services, FinTech, Information Technology, Trading Platform, Wealth Management | Porto Alegre, Rio Grande do Sul, Brazil |
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Bambu Bambu is a leading global provider of digital wealth technology for financial and technology industries. |
Artificial Intelligence (AI), Financial Services, FinTech, Information Services, Software, Wealth Management, Web Development | Singapore, Central Region, Singapore |
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UPTIQ UPTIQ's connects wealth advisors and their clients to a comprehensive set of financial services products. |
Financial Services, FinTech, Lending, Wealth Management | Plano, Texas, United States |
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Harness Wealth Harness Wealth provides the next generation of builders confidence in their best financial future. |
Consulting, Financial Services, FinTech, Wealth Management | New York, New York, United States |
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Lu.com Lu.com is an online marketplace for trading of financial assets. NYSE:LU |
Finance, Financial Services, FinTech, Marketplace, Wealth Management | Shanghai, Shanghai, China |
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UNest UNest is an app that makes it easier than ever for parents to invest and save for their kids' future. |
Apps, Finance, Financial Services, FinTech, Mobile, Wealth Management | North Hollywood, California, United States |
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Janus Health Janus is leapfrogging the low-code, no-code solutions of today by developing a vertically integrated process improvement platform. |
Health Care, Management Information Systems, Wealth Management | Chicago, Illinois, United States |
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CAN Capital CAN Capital provides capital to small and medium-sized businesses, using its own real-time platform and risk-scoring models. |
Business Development, Commercial Lending, Finance, Financial Services, FinTech, Lending, Wealth Management | Kennesaw, Georgia, United States |
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FarmTogether FarmTogether is a technology-enabled farmland investment platform that allows direct ownership of institutional quality farmland. |
Agriculture, Farming, Financial Services, Wealth Management | San Francisco, California, United States |
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Netwealth Netwealth is an online wealth management service that brings together an experienced team, user-friendly technology and lower fees. |
Finance, Financial Services, FinTech, Wealth Management | London, England, United Kingdom |
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Resuelve Tu Deuda Resuelve tu Deuda help people with problems of over-indebtedness & who can no longer pay their debts, providing legal & financial advice. |
Finance, Financial Services, FinTech, Wealth Management | Miguel Hidalgo, Distrito Federal, Mexico |
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CapIntel CapIntel is an investment sales platform used by thousands of financial advisors and asset management sales teams in North America. |
Asset Management, Financial Services, FinTech, Software, Wealth Management | Toronto, Ontario, Canada |
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Wintrust Financial Wintrust offers the products and technology of the big banks but pairs it with exceptional service. NASDAQ:WTFC |
Financial Services, Wealth Management | Rosamond, Illinois, United States |
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Quantifeed Quantifeed is a provider of digital wealth management solutions to financial institutions in Asia. |
Banking, Finance, Financial Services, FinTech, Wealth Management | Sheung Wan, Hong Kong Island, Hong Kong |
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Autopilot (formerly Iris) Autopilot allows users to connect their preferred brokerage accounts and copy trade verified, top performing investors, automatically. |
Finance, FinTech, Personal Finance, Social Media, Wealth Management | Santa Monica, California, United States |
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Finary Finary is a platform that allows everybody to track and manage their wealth online. |
Financial Services, FinTech, Personal Finance, Wealth Management | Paris, Ile-de-France, France |
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AdvisorEngine AdvisorEngine is a next-generation wealth management platform for investment advisors to help grow their business. |
Financial Services, FinTech, Internet, SaaS, Wealth Management | New York, New York, United States |
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Alvarium Tiedemann Alvarium Tiedemann is a financial solutions company that provides transformational solutions. NASDAQ:ALTI |
Advice, Asset Management, Finance, Financial Services, Wealth Management | Aspen, Colorado, United States |
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Acorns Acorns is a finance company that allows individuals to round up purchases and automatically invest the change. |
Finance, Financial Services, FinTech, Wealth Management | Irvine, California, United States |
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TNG FinTech Group TNG Fintech Group is an investment holding company focused on impact investment in companies that provides financial and digital inclusion. |
Banking, Financial Services, FinTech, Impact Investing, Mobile Payments, Payments, Social Impact, Wealth Management | North Point, Hong Kong Island, Hong Kong |
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GeoWealth, LLC GeoWealth is an end-to-end technology platform and turnkey model marketplace. |
Advice, Asset Management, Finance, Financial Services, FinTech, Marketplace, Wealth Management | Chicago, Illinois, United States |
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EQUITYMULTIPLE EquityMultiple is a platform that makes real estate investing simple, accessible, and transparent. |
Crowdfunding, FinTech, Personal Finance, Real Estate, Real Estate Investment, Wealth Management | New York, New York, United States |
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IIFL Wealth Management IIFL Investment Management is a wealth and asset management company in India. NSE:IIFLWAM |
Asset Management, Banking, Financial Services, Wealth Management | Mumbai, Maharashtra, India |
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Envel Envel is a next-generation mobile banking platform that allows users to have control over their finances in real-time. |
Artificial Intelligence, Banking, Financial Services, FinTech, Wealth Management | Boston, Massachusetts, United States |
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BGL Group BGL Group digitally distributes insurance and financial products. |
Finance, Financial Exchanges, Financial Services, FinTech, Insurance, Wealth Management | Peterborough, Peterborough, United Kingdom |
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Nest Wealth Nest Wealth is Canada’s first SaaS-based digital wealth management platform. |
Financial Services, FinTech, SaaS, Wealth Management | Toronto, Ontario, Canada |
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Picturewealth PictureWealth is a technology company focused on improving the financial know-how of people across the planet. |
Consulting, Finance, Financial Services, FinTech, Information Technology, Legal, Software, Wealth Management | Perth, Western Australia, Australia |
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Bank Of Georgia Bank of Georgia is a banking firm that provides banking and financial services. |
Banking, Debit Cards, Finance, Financial Services, Loyalty Programs, Wealth Management | Tbilisi, Dushet'is Raioni, Georgia |
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InvestSuite InvestSuite is a global fintech providing automated investment solutions to financial institutions of all sizes. |
Asset Management, Financial Services, FinTech, Software, Trading Platform, Wealth Management | Louvain, Vlaams-Brabant, Belgium |
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Purefacts Financial Solutions A WealthTech100 Company, PureFacts provides global enterprise wealth management and asset management solutions. |
Asset Management, Consulting, Financial Services, FinTech, Software, Wealth Management | Toronto, Ontario, Canada |
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Cowrywise Cowrywise is a FinTech company that democratizes access to premium financial services by making these services available to the mass market. |
Financial Services, FinTech, Personal Finance, Wealth Management | Lagos, Lagos, Nigeria |