Organizations in Wealth Management
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WeInvest WeInvest enables individual investors to discover investment opportunities across real estate, mutual funds, and deposits. |
Financial Services, FinTech, Internet, Real Estate Investment, Wealth Management | Singapore, Central Region, Singapore |
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Wealthify Wealthify offers effortless, transparent, and affordable investing for everyone. |
Asset Management, Finance, Financial Services, FinTech, Wealth Management | Penarth, Vale of Glamorgan, The, United Kingdom |
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Nucoro Nucoro enables financial institutions to build digital savings, investment and wealth management propositions at speed and scale. |
Asset Management, Banking, Finance, Financial Services, FinTech, Insurance, Wealth Management | London, England, United Kingdom |
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Clearstead Clearstead is a wealth management firm that offers investment consulting and financial solutions. |
Advice, Financial Services, Wealth Management | Cleveland, Ohio, United States |
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Rise Vest Technologies Global Dollar Investments plans for everyone. |
Finance, Financial Services, Information Technology, Real Estate Investment, Wealth Management | Yaba, Lagos, Nigeria |
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Finhabits Finhabits is the leading fintech for U.S. Latinos. |
Finance, Financial Services, FinTech, Health Insurance, Personal Finance, Small and Medium Businesses, Wealth Management | New York, New York, United States |
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Freetrade Freetrade is a challenger stockbroker that offers free share trading in mobile phones. |
Financial Services, FinTech, Personal Finance, Wealth Management | London, England, United Kingdom |
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FINVIA Family Office FINVIA Family Office is a family office that navigate assets holistically, intelligently and independently. |
Asset Management, Financial Services, Wealth Management | Frankfurt, Hessen, Germany |
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Koshex Automating wealth creation for 400M Indian Millennials |
Financial Services, FinTech, Wealth Management | Bengaluru, Karnataka, India |
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Additiv additiv is a provider in the field of digitization of banks, asset managers and insurers. |
Financial Services, Information Technology, Software, Wealth Management | Zürich, Zurich, Switzerland |
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Rubarb More money for your dreams |
Asset Management, Banking, Financial Services, FinTech, Impact Investing, Personal Finance, Trading Platform, Wealth Management | Hamburg, Hamburg, Germany |
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Capitalise.ai Capitalise is the innovative way that lets you use natural language to make your investment ideas come to life. |
Finance, Financial Services, FinTech, Service Industry, Wealth Management | Tel Aviv, Tel Aviv, Israel |
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Practifi Practifi is a performance optimization platform for wealth management firms. |
CRM, Financial Services, FinTech, SaaS, Wealth Management | Sydney, New South Wales, Australia |
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WiseBanyan WiseBanyan is the next generation financial services firm, helping people save & invest for goals, starting with their first $1 -- for free. |
Finance, Financial Services, FinTech, Personal Finance, Wealth Management | Las Vegas, Nevada, United States |
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Karvy Group KARVY is one of India’s largest integrated financial services group. |
Financial Services, FinTech, Trading Platform, Wealth Management | Hyderabad, Andhra Pradesh, India |
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Brand New Day Brand New Day is provides asset management, wealth management, and insurance brokerage services. |
Financial Services, Wealth Management | Amsterdam, Noord-Holland, The Netherlands |
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Muvin Muvin aims to enable youth to get accustomed to banking from an early age in easy, gamified and education-powered experience. |
Banking, Personal Finance, Wealth Management | Bengaluru, Karnataka, India |
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Cassini Systems Cassini Systems is a new financial technology company. |
Asset Management, Financial Services, FinTech, Risk Management, Software, Wealth Management | London, England, United Kingdom |
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Marstone Inc. Enterprise-ready, digital wealth management solutions |
Finance, FinTech, Software, Wealth Management | New York, New York, United States |
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Uprise Uprise is building wealth management for all - bringing the tools and the tricks of the 1% to everyone :) |
Financial Services, Personal Finance, Wealth Management | San Francisco, California, United States |
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Vyzer A secure platform for clarity and visibility across complex investment portfolios - Making it easy to follow the money |
Financial Services, Real Estate Investment, Wealth Management | New York, New York, United States |
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RAGE Frameworks RAGE Frameworks is a knowledge-based automation technology and services. |
Artificial Intelligence, Big Data, Consulting, Enterprise Software, Information Services, Information Technology, Machine Learning, Software, Wealth Management | Westwood, Massachusetts, United States |
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Atlantic Capital Bank Atlantic Capital Bank is a commercial bank that offers banking services and solutions for middle market and emerging growth companies. NASDAQ:ACBI |
Banking, Financial Services, FinTech, Payments, Wealth Management | Atlanta, Georgia, United States |
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B1BANK b1BANK is a commercial bank that offers personal, commercial, and online banking services. |
Banking, Financial Services, Insurance, Wealth Management | Baton Rouge, Louisiana, United States |
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YieldX YieldX introduces a fixed income investing with an end-to-end digital platform that powers personalization at scale. |
Financial Services, FinTech, Information Technology, Wealth Management | Miami, Florida, United States |
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WealthDesk WealthDesk is a business-to-business-to-consumer (B2B2C) investment-tech platform. |
Financial Services, FinTech, Wealth Management | Mumbai, Maharashtra, India |
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Human Interest Human Interest helps employees of small and medium-sized businesses save for retirement. |
Employee Benefits, Financial Services, FinTech, Wealth Management | San Francisco, California, United States |
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Enzo Enzo is a financial technology company that caters to spending and wealth optimization platforms. |
Finance, Financial Services, FinTech, Wealth Management | N/A |
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Claro Money Claro is a digital financial coach that empowers you to make smarter financial decisions every day. |
E-Learning, Financial Services, FinTech, Social Impact, Trading Platform, Wealth Management | London, England, United Kingdom |
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Avendus Wealth Management Avendus Wealth Management is a financial services firm, which along with its associates, provides. |
Asset Management, Banking, Finance, Financial Exchanges, Financial Services, Wealth Management | Mumbai, Maharashtra, India |
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Wellington-Altus Financial Wellington-Altus Financial is a financial services wealth management company located in Winnipeg. |
Financial Services, Wealth Management | Winnipeg, Manitoba, Canada |
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Yomoni Yomoni is an online private banking-style service in France aiming to make wealth management available to everyone. |
Banking, Financial Services, Internet, Wealth Management | Paris, Ile-de-France, France |
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Rabobank Rabobank is a financial services provider that focuses on the food, beverage, and agribusiness sectors. |
Banking, Crowdfunding, Finance, Financial Services, Wealth Management | Utrecht, Utrecht, The Netherlands |
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Pluto.markets Next-Gen Investing for 100m Underserved Europeans |
Apps, Financial Services, FinTech, Trading Platform, Wealth Management | Copenhagen, Hovedstaden, Denmark |
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Artivest Artivest provides access at lower investment minimums to a select assortment of privately offered alternative investment funds. |
Financial Services, FinTech, Impact Investing, Wealth Management | New York, New York, United States |
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Jarden Jarden is a financial service firm that provides investment banking products and services. |
Banking, Financial Services, Wealth Management | Auckland, Auckland, New Zealand |
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Ant Money Ant Money is a financial technology software platform that allows users to earn money for engaging with brands and sharing personal data. |
Finance, Financial Services, FinTech, Wealth Management | Newport Beach, California, United States |
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ARQA Next-level wealth management leveraging Artificial Intelligence for RIAs, family offices, and HNW individuals. |
Artificial Intelligence (AI), Data Integration, Financial Services, Generative AI, Information Services, Information Technology, Predictive Analytics, Software, Wealth Management | Miami, Florida, United States |
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Powens Powens is a fintech firm that offers an open and online platform API for banking, payments, wealth management, and billing. |
Developer APIs, Financial Services, FinTech, Payments, Wealth Management | Paris, Ile-de-France, France |
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ForwardLane ForwardLane is the essential insights platform used by financial professionals for personalized conversations |
Artificial Intelligence, Asset Management, Finance, Financial Services, FinTech, Machine Learning, Natural Language Processing, PaaS, Wealth Management | New York, New York, United States |
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Beam Beam, formerly known as Edquity, offers a college financial planning app for high school and college students. |
Education, Financial Services, Mobile Apps, Wealth Management | Brooklyn, New York, United States |
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Waterfield Advisors Waterfield Advisors is a Multi-Family Office and Wealth Advisory Firm. |
Asset Management, Consulting, Financial Services, Wealth Management | Mumbai, Maharashtra, India |
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Cooler Future Cooler Future is a fintech startup developing transparent and effective impact investment solutions for the climate-conscious generation. |
Financial Services, FinTech, Impact Investing, Wealth Management | Helsinki, Southern Finland, Finland |
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Pynk Pynk is where everyday people invest better together. |
Artificial Intelligence, Crowdsourcing, FinTech, Impact Investing, Machine Learning, Prediction Markets, Predictive Analytics, Social Impact, Software, Wealth Management | London, England, United Kingdom |
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Kurtosys Real growth. Realized. Digital Experience Platform for Financial Services. |
Asset Management, Enterprise Software, Financial Services, FinTech, SaaS, Wealth Management | London, England, United Kingdom |
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LifeLine Financial Group LifeLine Financial Group is a multi-family wealth management office for influential athletes and entertainers. |
Finance, Financial Services, Wealth Management | Los Angeles, California, United States |
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Cape Cod Five Cents Savings Bank Provides links to other Web sites for convenience and informational purposes only |
Lending, Wealth Management | Harwich Port, Massachusetts, United States |
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Cube Cube is democratising access to the world’s best investments for any global investor. |
Banking, FinTech, Wealth Management | Mumbai, Maharashtra, India |
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Cadence Bancorp Cadence Bancorp provides banking services. NYSE:CADE |
Banking, Financial Services, Real Estate, Wealth Management | Houston, Texas, United States |
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Doomoolmori Doomoolmori provides AI wealth management and data analytics solutions to financial institutions, and robo-advisory services to end users. |
Artificial Intelligence, Big Data, Financial Services, FinTech, Machine Learning, Wealth Management | Seoul, Seoul-t'ukpyolsi, South Korea |
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Wealthyhood Wealthyhood is an online trading application that provides stock market services. |
Financial Services, FinTech, Personal Finance, Wealth Management | London, England, United Kingdom |
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55ip 55ip is a tax-smart investment strategy engine used by financial advisors to dramatically improve their efficiency and effectiveness. |
Asset Management, Finance, Financial Exchanges, Financial Services, FinTech, Wealth Management | Boston, Massachusetts, United States |
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Quicko Quicko is a tax planning, preparation, GST, and TDS filing platform for individuals and businesses. |
Accounting, Financial Services, Software, Wealth Management | Ahmedabad, Gujarat, India |
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Aura Finance A financial wellness platform blending psychology with money management, empowering employees to achieve their financial goals. |
Asset Management, Employee Benefits, Finance, Financial Services, FinTech, Trading Platform, Wealth Management, Wellness | San Francisco, California, United States |
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Finizens Wealth management firm offering a 100% digital robo-advisor investment service through globally diversified, low-cost index fund portfolios. |
Asset Management, Financial Services, FinTech, Wealth Management | Madrid, Madrid, Spain |
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CircleBlack CircleBlack is a financial technology firm that provides wealth management solutions for a superior advisor experience. |
Financial Services, FinTech, Wealth Management | Trenton, New Jersey, United States |
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MarketX MarketX is an online investment platform revolutionizing access to the private equity market. |
Financial Services, FinTech, Information Services, Internet, Wealth Management | San Francisco, California, United States |
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Vincent Vincent is an alternative investment search engine offering investors access to private market investing. |
Advice, Finance, Financial Services, Information Services, Internet, Wealth Management | New York, New York, United States |
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Trustate Trustate provides estate administration and trust funding automation to trusts and estates professionals. |
FinTech, Legal, Legal Tech, Mobile Apps, Software, Wealth Management | Tampa, Florida, United States |
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AnFin AnFin is a fintech company building the most innovative products in the wealth management and brokerage space. |
Financial Services, FinTech, Stock Exchanges, Trading Platform, Wealth Management | Ho Chi Minh City, NA - Vietnam, Vietnam |
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Authenteq - An FNZ Company Authenteq is the world’s first fully automated KYC identity verification platform. Verify identities instantly, onboard users in 35 seconds. |
Asset Management, Banking, Blockchain, Compliance, Cryptocurrency, FinTech, Insurance, Machine Learning, Software, Wealth Management | ReykjavÃk, Gullbringusysla, Iceland |
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Personal Capital Personal Capital combines online financial tools with registered financial advisor expertise to enable people and grow their net worth. |
Finance, Financial Services, FinTech, Wealth Management | Redwood Shores, California, United States |
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Liveoak Technologies Liveoak is a computer software company that specializes in cloud-based platform. |
Banking, Collaboration, Digital Signage, Identity Management, Insurance, Real Time, Retirement, Software, Wealth Management | Austin, Texas, United States |
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Responsive The enterprise hybrid wealth management solution for service excellence and actionable insights. |
Finance, Financial Services, FinTech, Wealth Management | Vancouver, British Columbia, Canada |
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AlgoPear AI-driven embedded investment-tech for traditional financial institutions that want to attract the next generation of depositors. |
Artificial Intelligence (AI), Banking, Embedded Software, Financial Services, FinTech, Personal Finance, Trading Platform, Wealth Management | Dallas, Texas, United States |
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NewBanker NewBanker is a wealth management technology services provider of digital intelligence, research, technology, capital and resources. |
Business Intelligence, Consulting, Financial Services, Wealth Management | Beijing, Beijing, China |
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Tribevest Tribevest is OS and banking platform for Investor Groups |
Banking, Collaboration, Financial Services, FinTech, Online Portals, Real Estate Investment, Wealth Management | Columbus, Ohio, United States |
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Belong Belong, a revolutionary wealth-building platform. |
Wealth Management | Canterbury, Kent, United Kingdom |
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Freeman Capital Closing wealth gaps through scalable, precise and human centric financial planning |
Finance, Financial Services, Wealth Management | Charlotte, North Carolina, United States |
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Velexa Fully customisable API-based investing platform offering global market access across all major asset classes and currencies |
Banking, Financial Services, FinTech, Software, Wealth Management | London, England, United Kingdom |
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Qplum qplum is an online investment advisory firm, offering A.I. and machine learning based portfolios. |
Asset Management, Financial Services, FinTech, Personal Finance, Wealth Management | Jersey City, New Jersey, United States |
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Harvest Savings & Wealth Technologies Harvest Savings & Wealth Technologies is a provider of integrated savings and wealth solutions for the financial industry. |
Computer, Enterprise Software, Finance, Financial Services, Software, Wealth Management | San Francisco, California, United States |
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First Mid-Illinois Bank & Trust First Mid-Illinois Bank & Trust is a financial services company. |
Banking, Finance, Financial Services, Wealth Management | Mattoon, Illinois, United States |
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STACS (Hashstacs Pte Ltd) STACS is Asia’s leading ESG data and technology firm. ESGpedia powers the Monetary Authority of Singapore’s (MAS) Greenprint ESG Registry. |
Analytics, Artificial Intelligence (AI), FinTech, Information Services, Information Technology, IT Management, SaaS, Security, Sustainability, Wealth Management | Singapore, Central Region, Singapore |
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Passiv Wealth automation for self-directed investors. Manage all your investments from a single dashboard and leave the tedious things to Passiv. |
Cryptocurrency, Financial Services, FinTech, Impact Investing, Personal Finance, Software, Wealth Management | Fredericton, New Brunswick, Canada |
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Midland States Bank Midland States Bank is a community-based financial holding company offering a full range of banking services and products. NASDAQ:MSBI |
Banking, Financial Services, Wealth Management | Effingham, Illinois, United States |
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Summit Wealth Systems Summit Wealth Systems is a cloud software company that enables wealth managers and their clients with abundance. |
Business Development, Consulting, Wealth Management | San Francisco, California, United States |
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DAYLI Financial Group A leading Fintech company in Asia providing data tech solutions, digital wealth management, and lead-generation services |
Artificial Intelligence, Big Data, Cryptocurrency, Financial Services, FinTech, Personal Finance, Wealth Management | Seoul, Seoul-t'ukpyolsi, South Korea |
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Stockspot Stockspot is an investment adviser and fund manager that helps manage sharemarket portfolios to help users achieve their financial goals. |
Financial Services, FinTech, Personal Finance, Wealth Management | Sydney, New South Wales, Australia |
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REITIUM REITIUM is a blockchain real estate marketplace that allows anyone become a real estate investor for as little as $100. |
Crowdfunding, Marketplace, Real Estate Investment, Wealth Management | Vancouver, British Columbia, Canada |
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Tianfeng Securities Tianfeng Securities provides investment banking products and services primarily for institutional and individual clients. SSE:601162 |
Banking, Financial Services, Wealth Management | Wuhan, Hubei, China |
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CogniCor The Leading AI Digital Assistant Platform for Financial Services |
Artificial Intelligence, Customer Service, FinTech, InsurTech, Knowledge Management, Machine Learning, Natural Language Processing, Software, Virtual Assistant, Wealth Management | Palo Alto, California, United States |
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Morning Morning provides digital and secure payment account to manage money on a daily basis and in real time. |
Payments, Wealth Management | Saint-élix-le-château, Midi-Pyrenees, France |
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Cashboard Cashboard allows retail investors to invest in a personal tailored and scientifically diversified portfolio. |
Finance, Financial Services, Impact Investing, Personal Finance, Wealth Management | Berlin, Berlin, Germany |
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Indyfin Indyfin empowers independent financial advisors to compete and win in a new era of wealth management. |
Financial Services, FinTech, Wealth Management | Dallas, Texas, United States |
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ETFLogic Creators of the LOGICLY platform for global fund analytics, portfolio construction and automation, custom-indexing and model portfolios. |
Analytics, Asset Management, Big Data, Data Visualization, Financial Services, FinTech, Software, Wealth Management | New York, New York, United States |
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Flanks Flanks is a Spanish company specialized in providing comprehensive solutions of high added value based on financial data. |
Developer APIs, FinTech, Software, Wealth Management | Barcelona, Catalonia, Spain |
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XENO XENO is an investment management platform that helps people to plan, save, and invest in financial goals. |
Financial Exchanges, Financial Services, Personal Finance, Wealth Management | Kampala, Kampala, Uganda |
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PECULIUM saieve.io is a transparent crypto savings and investment platform |
Blockchain, Cryptocurrency, Financial Services, FinTech, Wealth Management | Nanterre, Ile-de-France, France |
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Balance Balance is a software company that offers a virtual assitant for cash management. |
Enterprise Software, Financial Services, FinTech, Virtual Assistant, Wealth Management | San Francisco, California, United States |
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WealthOS Enterprise, cloud native core wealth management SaaS. Launch and run superior digital wealth management propositions faster & cheaper. |
Asset Management, Financial Services, FinTech, SaaS, Software, Wealth Management | London, England, United Kingdom |
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First Western Financial First Western Financial is a wealth management and private banking institution. NASDAQ:MYFW |
Banking, Financial Services, Wealth Management | Denver, Colorado, United States |
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Texas Regional Bank Texas Regional Bank primarily provides personal and business banking solutions. |
Finance, Financial Services, Wealth Management | Mcallen, Texas, United States |
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Citadel Citadel is a financial services company offering a comprehensive range of wealth management services to individuals. |
Finance, Financial Services, Hedge Funds, Impact Investing, Wealth Management | Chicago, Illinois, United States |
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Mon Petit Placement exclusive access for everyone to the best investment products from world class asset managers |
Financial Services, FinTech, Wealth Management | Écully, Rhone-Alpes, France |
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Monetary Metals Monetary Metals is a financial services company that specializes in the fields of gold, investing, and financing. |
Asset Management, Financial Services, Hedge Funds, Precious Metals, Wealth Management | Scottsdale, Arizona, United States |
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Openfolio Openfolio is a platform that leverages portfolio data from over 100,000 investors to help users invest better, together. |
Finance, Wealth Management | New York, New York, United States |
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FinMarie FinMarie is Europe's first financial platform by and for women. |
Finance, Financial Services, FinTech, Wealth Management | Berlin, Berlin, Germany |
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Upworth Upworth is a platform and one stop shop for financial products helping you track, plan and grow your wealth |
Financial Services, Wealth Management | Sydney, New South Wales, Australia |
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Lifeworks Advisors Lifeworks advisor provides tools and templates to support a scalable, fee-based, subscription model for financial planning. |
Digital Marketing, Financial Services, FinTech, Wealth Management | Grand Rapids, Michigan, United States |