Organizations in Wealth Management
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EQIS EQIS provides a comprehensive asset management platform that delivers sophisticated investment solutions for financial advisers. |
Advice, Cloud Computing, Financial Services, FinTech, Software, Wealth Management | San Rafael, California, United States |
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Clanq AG We help parents to provide for their children's future. |
Financial Services, FinTech, InsurTech, Wealth Management | Zürich, Zurich, Switzerland |
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Tontine Trust Tontine Trust is the global pioneer of new OECD endorsed lifetime income tontine pensions & annuities |
Financial Services, InsurTech, Personal Finance, Retirement, Wealth Management | Dublin, Dublin, Ireland |
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Trust & Will Trust & Will is the leading digital estate planning and probate platform. |
FinTech, Internet, Legal, Wealth Management | San Diego, California, United States |
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AIA Group AIA Group is a life insurance company that helps individuals and businesses meet financial needs by providing various insurance solutions. HKG:1299 |
Financial Services, Health Insurance, Insurance, Wealth Management | Central, Hong Kong Island, Hong Kong |
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Totum By TIFIN Totum Risk is a multi-scoring, risk tolerance tool kit for financial institutions, financial advisors, 401ks, insurance, banks, and more. |
Financial Services, FinTech, Impact Investing, Machine Learning, SaaS, Software, Wealth Management | Boulder, Colorado, United States |
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Elphinstone Robo-advisory platform for Pakistan |
Financial Services, FinTech, Wealth Management | Karachi, Sindh, Pakistan |
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PPmoney PPmoney Wan Hui Group is a leading Fintech company in China. |
Developer Platform, Financial Services, FinTech, Internet, Wealth Management | Guangzhou, Guangdong, China |
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FutureVault FutureVault provides digital vault and secure document exchange solutions. |
Document Management, File Sharing, Financial Services, Information Technology, SaaS, Software, Wealth Management | Toronto, Ontario, Canada |
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Carson Wealth Management Group Carson Wealth Management Group’s mission is to inspire our clients to achieve True Wealth through education, communication and service. |
Banking, Finance, Financial Services, Professional Services, Wealth Management | Omaha, Nebraska, United States |
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The Beans The Beans offers a software application platform that creates personalized cash flow plans designed for its users. |
Finance, Financial Services, FinTech, Software, Wealth Management, Wellness | San Francisco, California, United States |
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Rosecut Rosecut is your financial planning partner and investment manager, that helps you achieve your long-term life goals. |
Financial Services, FinTech, Personal Finance, Wealth Management | London, England, United Kingdom |
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InRento InRento is EU's first licensed buy-to-let investment platform, where investor can earn rent and capital gains from €500 |
Asset Management, Financial Services, FinTech, Real Estate, Real Estate Investment, Rental Property, Trading Platform, Wealth Management | Vilnius, Vilniaus Apskritis, Lithuania |
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Akulaku Group Akulaku is a banking and digital finance platform that provides a variety of virtual payment services. |
Banking, Financial Services, FinTech, Insurance, Wealth Management | Jakarta, Jakarta Raya, Indonesia |
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FELS Group - FollowMyMoney FELS operates the leading marketplace for social wealth management - FollowMyMoney.de - 20K investment products and recommendations |
Asset Management, Finance, Financial Services, FinTech, Trading Platform, Wealth Management | Frankfurt, Hessen, Germany |
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Prumentum Prumentum is a wealth-tech company that makes financial wellness accessible to everyone, regardless of net worth. |
FinTech, Wealth Management, Wellness | Los Gatos, California, United States |
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LZVCPA LZVCPA Inc., provides Financial, Audit, Tax, IT, Telecom, Call Center, Legal, Advisory & Private Banking, including niches & crypto markets. |
Accounting, Banking, Blockchain, Financial Services, Google, Unified Communications, VoIP, Wealth Management, Web Design, Web Hosting | Taguig, Rizal, Philippines |
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Sootchy Sootchy is platform to help reduce the U.S household student debt. Providing a better future for our kids. |
EdTech, Financial Services, FinTech, Wealth Management | Los Angeles, California, United States |
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AlphaSwap AlphaSwap is an investment technology platform, bundling its analyst community’s best stock ideas into Data-as-a-Service |
Analytics, Asset Management, Crowdsourcing, Financial Services, FinTech, Impact Investing, Social Network, Wealth Management | London, England, United Kingdom |
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Par8o The current healthcare crisis is a uniquely American challenge and ultimately will be solved with a uniquely American solution. |
Fitness, Health Care, Wealth Management | Cambridge, Massachusetts, United States |
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IIFL Finance IIFL Finance is a financial services company. NSE:IIFL |
Finance, Financial Services, Wealth Management | Mumbai, Maharashtra, India |
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MyCFO MyCFO is a leading implementation services company |
Banking, Finance, Financial Services, Wealth Management | Mumbai, Maharashtra, India |
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Evans Bank Evans Bank is a one-bank holding company formed with Evan National Bank as its only subsidiary. NYSEMKT:EVBN |
Banking, Insurance, Lending, Wealth Management | Hamburg, New York, United States |
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KRIPTO Automated trading platform for cryptocurrencies like Bitcoin |
Bitcoin, Cryptocurrency, Wealth Management | Ljubljana, Ljubljana Urban Commune, Slovenia |
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Alpha Financial Markets Consulting Alpha Financial Markets Consulting is a provider of specialist consultancy services to the financial institutions. LSE:AFM |
Asset Management, Financial Services, Management Consulting, Wealth Management | London, England, United Kingdom |
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T8 T8 is a wealth management platform that enables the management of investment, finance and payments. |
Consulting, Financial Services, Wealth Management | London, England, United Kingdom |
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Nutmeg Nutmeg is an online investment service that specializes in investments, ISAs and pensions. |
Finance, Financial Services, FinTech, Risk Management, Wealth Management | London, England, United Kingdom |
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NatWest Group NatWest Group plc, is a majority state-owned British banking and insurance holding company. LSE:RBS |
Banking, Finance, Financial Services, Wealth Management | Edinburgh, Edinburgh, City of, United Kingdom |
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Northern Trust Northern Trust is a global leader in delivering innovative investment management, asset and fund administration, fiduciary and banking. NASDAQ:NTRS |
Banking, Financial Services, Wealth Management | Chicago, Illinois, United States |
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WealthApp WealthApp, realizes the constraints of the working professional and is built so that they spend only the absolute necessary. |
Management Consulting, Service Industry, Software, Wealth Management | Bengaluru, Karnataka, India |
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Edelweiss Global Investment Advisors Edelweiss Global Investment Advisors is into wealth management, capital markets, asset management and asset reconstruction. |
Advice, Finance, Financial Services, Wealth Management | Mumbai, Maharashtra, India |
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Commonwealth Bank & Trust Company Commonwealth Bank & Trust Company is a locally-owned, private bank that provides personal and business banking products and services. |
Banking, Financial Services, Wealth Management | Louisville, Kentucky, United States |
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Froots Wealth-management, Fintech, Froots is an online wealth manager that helps their clients to obtain long-term financial freedom. |
Asset Management, Financial Services, FinTech, Wealth Management | Vienna, Wien, Austria |
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Abbove (PaxFamilia) Abbove develops a collaborative wealth planning platform that unites financial advisors, their clients, wealth data and technology. |
Financial Services, FinTech, Software, Wealth Management | Brussels, Brussels Hoofdstedelijk Gewest, Belgium |
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The Prosperity Company wealth management and prosperity planing |
Financial Services, InsurTech, Life Insurance, Wealth Management | Ruggell, Ruggell, Liechtenstein |
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Zumma Zumma is your personal finance platform that using AI helps you take the best financial decisions. |
Financial Services, FinTech, Wealth Management | Mexico City, Distrito Federal, Mexico |
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LifeYield LifeYield is a software company that helps forward-thinking financial firms, advisors, and investors make more and keep more money. |
Enterprise Software, Financial Services, FinTech, Insurance, Software, Wealth Management | Boston, Massachusetts, United States |
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Piggy Piggy is an investment application that allows direct fund investments. |
Banking, Financial Services, FinTech, Mobile Apps, Wealth Management | Mumbai, Maharashtra, India |
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Central Bank Central Bank is a community bank that offers personal banking, business banking, and virtual banking services. |
Banking, Financial Services, Wealth Management | Houston, Texas, United States |
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Elva A Financial Wellbeing service for employers. We provide a tailored service for both the employer and their employees. |
E-Learning, EdTech, Finance, FinTech, Wealth Management, Wellness | London, England, United Kingdom |
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SouthCrest Bank SouthCrest Bank is a company that provides consumer, electronic, and business services for commercial and private mid-market business bank. OTC |
Banking, Finance, Financial Services, Wealth Management | Atlanta, Georgia, United States |
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Compound A global residential real estate investment platform. |
Asset Management, FinTech, Marketplace, Property Management, Real Estate, Wealth Management | New York, New York, United States |
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TOMORROW Super TOMORROW is an innovative digital-first, consumer-led wealth management platform. |
Finance, Financial Services, FinTech, Wealth Management | Chippendale, New South Wales, Australia |
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HeyTrade Next gen open banking investment platform |
FinTech, Trading Platform, Wealth Management | Madrid, Madrid, Spain |
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Eko Eko is an 'Investments as a Service' company, delivering a high quality digital investment product to financial institutions and FinTechs |
Financial Services, FinTech, Impact Investing, Wealth Management | New York, New York, United States |
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Grupo GCB Grupo GCB provides wealth management, consulting, capital markets, securitization, and financial planning services. |
Consulting, Financial Services, Wealth Management | São Paulo, Sao Paulo, Brazil |
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Leve Investment App - Stocks, Crypto and more for the Brazilian market. |
Cryptocurrency, Education, Financial Services, FinTech, Mobile Apps, Stock Exchanges, Trading Platform, Wealth Management | Rio De Janeiro, Rio de Janeiro, Brazil |
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Private Wealth Asset Management Private Wealth Asset Management is a financial advisory firm. |
Accounting, Asset Management, Financial Services, Wealth Management | Cedar Rapids, Iowa, United States |
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Silvercrest Asset Management Group Silvercrest Asset Management Group provides asset management and family office services to families and select institutional investors. NASDAQ:SAMG |
Asset Management, Financial Services, Risk Management, Wealth Management | New York, New York, United States |
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Dvara Money Dvara Money provides neo wealth management services to the newly banked with a vision to empower them towards financial wellness. |
Financial Services, Insurance, Wealth Management | Kormangala, Karnataka, India |
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XiaoBangGuiHua XiaoBangGuiHua is an intelligent investment advisory service platform. |
Financial Services, FinTech, Wealth Management | Beijing, Beijing, China |
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Wealth WEALTH is an online wealth services marketplace for investors powered by an innovative, award-winning digital platform |
Consulting, FinTech, Marketing, Marketplace, Wealth Management | Singapore, Central Region, Singapore |
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Alkymi Alkymi provides intelligent data processing and generative AI solutions for financial services firms to unlock their unstructured data. |
Analytics, Artificial Intelligence (AI), Financial Services, Intelligent Systems, Machine Learning, Natural Language Processing, Software, Wealth Management | New York, New York, United States |
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Arkera Arkera helps companies increase revenues by empowering anyone to make exciting investment decisions they never imagined. |
Artificial Intelligence (AI), Finance, Financial Services, FinTech, Machine Learning, Personal Finance, Software, Wealth Management | London, England, United Kingdom |
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Seeds Seeds empowers financial advisors more deeply understand investors and to automatically deliver custom portfolios that align. |
Advice, B2B, Financial Services, FinTech, Wealth Management | New York, New York, United States |
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Midwest Regional Bank Midwest Regional Bank is a full-service bank providing products and services to the retail and commercial markets. |
Banking, Financial Services, Wealth Management | Festus, Missouri, United States |
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Inovalis Real Estate Investment Trust Inovalis is a leading European privately owned company specialised in real estate and financial investments. TAL:INO.UN |
Real Estate, Wealth Management | Paris, Ile-de-France, France |
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Wrabbit Wrabbit enables people with no crypto experience to make smarter decisions by providing investment opportunities and education using AI. |
Blockchain, Cryptocurrency, FinTech, Machine Learning, Wealth Management | Mexico City, Distrito Federal, Mexico |
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Fincash.com A startup in the personal finance space in India . |
Crowdfunding, Finance, Financial Services, FinTech, Internet, Management Consulting, Wealth Management | Mumbai, Maharashtra, India |
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Spyder Spyder is an automated intelligent document & operational processing company serving insurance & financial services. |
Cloud Data Services, Cyber Security, Document Management, Financial Services, Information Technology, Insurance, Software, Wealth Management | Fort Scott, Kansas, United States |
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BetaSmartz Digital investment platform offering investment, administrative and operational solutions to financial institutions |
Asset Management, B2B, Big Data, Finance, Financial Services, FinTech, SaaS, Software, Wealth Management | Singapore, Central Region, Singapore |
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Shanghai Suntime Information Technology A new investment in Chinese finance data provider |
Analytics, Financial Services, Information Services, Information Technology, Wealth Management | Shanghai, Shanghai, China |
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ALPHABETA Visual collaboration to bring together students, practitioners & consumers in financial markets through unique immersive user experiences |
Collaboration, Education, Finance, Wealth Management | New York, New York, United States |
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Jinfuzi Jinfuzi is online financial investment platform. |
Financial Services, FinTech, Internet, Wealth Management | Shenzhen, Guangdong, China |
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Aspiriant Aspiriant is an investment management company that specializes in investment management and wealth planning services. |
Financial Services, Risk Management, Wealth Management | Los Angeles, California, United States |
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RIDE Capital Digital wealth management for the next 9% |
Asset Management, Financial Services, FinTech, Software, Wealth Management | Berlin, Berlin, Germany |
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DB Menos DB Menos is the first Assistant on whatsapp to settle default debts, helping people with default loans pay them quickly and better. |
Apps, Finance, FinTech, Personal Finance, Wealth Management | Mexico City, Distrito Federal, Mexico |
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Angel One Angel One is a stock broking and wealth management firm. NSE:ANGELBRKG |
Finance, Financial Services, Mobile Apps, Wealth Management | Mumbai, Maharashtra, India |
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Alkanza Alkanza is a global B2B SaaS platform with AI & ML, providing financial institutions automated advisory products to better serve customers. |
Banking, Financial Services, FinTech, Risk Management, SaaS, Wealth Management | Redwood City, California, United States |
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Artscapy Artscapy lower barriers to entry in Art Collecting and Investing. The first Art Wealth-tech. |
Art, Asset Management, Content Discovery, E-Commerce, InsurTech, Wealth Management | London, England, United Kingdom |
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PoM WM PoM WM is a next-gen investment platform that makes the Family Office bespoke services accessible to Millennials and Affluent GenZs. |
Financial Services, FinTech, Lifestyle, Marketplace, Wealth Management | São Paulo, Sao Paulo, Brazil |
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Pivo Pivo is a financial hub that allows small & medium businesses across Africa access to all the financial services they need in one place. |
Credit, Financial Services, Wealth Management | Wuse, Federal Capital Territory, Nigeria |
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Botin US stock market access for Latin Americans. Botin is an app to invest from $1 USD, with no minimums and no commissions per trade. |
Asset Management, Cryptocurrency, FinTech, Internet, Stock Exchanges, Trading Platform, Wealth Management | London, England, United Kingdom |
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Captex Bank Captex Bank is a provider of personal banking, wealth management, safe deposit boxes, loans, and business banking-related services. |
Banking, Financial Services, Personal Finance, Wealth Management | Fort Worth, Texas, United States |
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Further Further is a venture capital investment platform that connects retail investors with venture capital funds and startups. |
FinTech, Impact Investing, Venture Capital, Wealth Management | London, England, United Kingdom |
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1fs Wealth 1fs Wealth is an easy-to-use sophisticated platform which allows you to control all your investments and collectibles in one place |
Finance, Financial Services, FinTech, Wealth Management | London, England, United Kingdom |
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Good Super Social impact superannuation fund |
Finance, Wealth Management | Melbourne, Victoria, Australia |
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Uwharrie Bank Uwharrie Bank is to protect the assets of customers to help people and businesses secure financing and to support their shareholders. |
Banking, Business Development, Finance, Financial Services, Wealth Management | Albemarle, North Carolina, United States |
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Livetopic Livetopic is a online financial advisor that performs a detailed and independent analysis of your financial situation. |
Financial Services, FinTech, Insurance, InsurTech, Wealth Management | Pontevedra, Galicia, Spain |
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Plannix Plannix Inc. is a WealthTech company focused on building a financial planning platform specifically tailored for individual investors. |
Financial Services, FinTech, Personal Finance, Wealth Management | San Francisco, California, United States |
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Agreement Express Agreement Express is a platform that automates the client onboarding process for financial services firms. |
Financial Services, FinTech, Payments, SaaS, Software, Wealth Management | Vancouver, British Columbia, Canada |
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Unhedged Unhedged uses AI to deliver hedge fund tools to the everyday investor |
Financial Services, FinTech, Software, Wealth Management | Melbourne, Victoria, Australia |
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Walnut Algorithms Walnut Investments is a quantitative investment management company. |
Artificial Intelligence (AI), Asset Management, Financial Services, FinTech, Machine Learning, Wealth Management | Paris, Ile-de-France, France |
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Level Capital Level Capital is a Portfolio Lender. |
Financial Services, Lending, Service Industry, Wealth Management | Kirkland, Washington, United States |
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NexJ Systems NexJ Systems develops cloud-based software to provide CRM solutions for the financial services, insurance and healthcare industries. TSX:NXJ |
CRM, Enterprise Software, Software, Wealth Management | Toronto, Ontario, Canada |
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Duanrong Duanrong.com is a short-term lending and financial services platform. |
Finance, Financial Services, FinTech, Venture Capital, Wealth Management | Beijing, Beijing, China |
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Elinvar Elinvar enables asset and wealth managers to digitalize their business models by providing the required Platform as a Service. |
Asset Management, Finance, Financial Services, FinTech, Information Technology, Internet, Software, Wealth Management | Berlin, Berlin, Germany |
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CurioInvest CurioInvest opens access to investors in publicly listed collectables assets starting with vetted fine cars and more |
Blockchain, FinTech, Stock Exchanges, Wealth Management | Zug, Zug, Switzerland |
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PrognoAdvisor PrognoAdvisor is a SaaS based financial planning platform |
Asset Management, Finance, Financial Services, FinTech, Information Technology, SaaS, Software, Wealth Management | Cochin, Kerala, India |
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TILLIT TILLIT is a DIY investment platform offering funds, investment trusts and ETFs to retail investors. |
Financial Services, FinTech, Wealth Management | London, England, United Kingdom |
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Fisecal Automated Financial Planning Software |
Embedded Software, Enterprise Software, Finance, Financial Services, FinTech, Internet, Personal Finance, Software, Wealth Management | New York, New York, United States |
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WealthHub Solutions WealthHub Solutions, LLC is a company delivering a cloud based trust administration application serving the wealth management industry. |
Financial Services, Information Technology, Office Administration, Software, Wealth Management | Plymouth Meeting, Pennsylvania, United States |
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Hemista Robo Advisor for Immigrants/Expats |
Financial Services, FinTech, Wealth Management | Boston, Massachusetts, United States |
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Truelytics Truelytics is a SaaS business intelligence platform for wealth management enterprises. |
Business Intelligence, Finance, SaaS, Wealth Management | Austin, Texas, United States |
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Artorius Artorius is a specialist wealth manager, providing wealth advice, family office support, portfolio management, and more. |
Financial Services, Wealth Management | London, England, United Kingdom |
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Fronteer Solutions Fronteer Solutions is an asset management firm that offers a portfolio of savings and investment solutions based on predetermined criteria. |
Financial Services, Hedge Funds, Intellectual Property, Wealth Management | Oslo, Oslo, Norway |
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CoPower CoPower is an online platform that simplifies clean energy investing. |
Clean Energy, Energy, Impact Investing, Wealth Management | Montréal, Quebec, Canada |
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Baird Baird is a financial consulting firm that focuses on private equity, capital markets, wealth, and asset management. |
Asset Management, Financial Services, Wealth Management | Seattle, Washington, United States |
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Simply Solutions Simply Solutions is an operator of a non-traditional health and wellness company. |
Fitness, Wealth Management | Janesville, Wisconsin, United States |
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Huoqiu Huoqiu is a financial management platform. |
Financial Services, FinTech, Insurance, Peer to Peer, Software, Wealth Management | Beijing, Beijing, China |