Organizations in Wealth Management
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The Money Finder The Money Finder is a Financial Technology Company. |
Financial Services, FinTech, Marketing, Wealth Management | Halifax, Nova Scotia, Canada |
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Australia And New Zealand Banking Group Australia and New Zealand Banking Group provides online banking services to individuals and businesses. ASX:ANZ |
Banking, Finance, Financial Services, Wealth Management | Melbourne, Victoria, Australia |
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ResonanceX The Low-Code Fintech Agility Platform |
Financial Services, FinTech, Trading Platform, Wealth Management | London, England, United Kingdom |
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Pilou Pilou is an online savings and investment platform. We manage low-fee diversified portfolios, based on risk level and investment goals. |
Asset Management, Finance, Financial Services, FinTech, Wealth Management | Mexico City, Distrito Federal, Mexico |
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Ameriprise Financial Ameriprise Financial is a financial services company that provides financial planning, products, and services. NYSE:AMP |
Finance, Financial Services, Insurance, Intellectual Property, Wealth Management | Minneapolis, Minnesota, United States |
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Arthya Wealth And Investments Arthya Wealth and Investments is a wealth management and investment advisory firm. |
Financial Services, Wealth Management | Mumbai, Maharashtra, India |
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Hedgeable Hedgeable is the only private wealth management platform for millennials. |
Bitcoin, Financial Services, FinTech, Wealth Management | New York, New York, United States |
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Net Worth Consulting Net Worth Consulting Making financial planning an accessible consumer product for Latin America. |
Financial Services, Wealth Management | Mexico City, Distrito Federal, Mexico |
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Canopy Canopy is a financial data aggregation, visualization, analytics, and reporting platform. |
Analytics, Apps, Big Data, Data Visualization, Finance, Financial Services, FinTech, Information Services, Information Technology, Wealth Management | Singapore, Central Region, Singapore |
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LuPu Investment LuPu Investment is an independent service provider focused on distributing wealth management products. |
Financial Services, Wealth Management | Shanghai, Shanghai, China |
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Fintech Payments | The First Marketplace Of Fintech & Insurtech Solutions Fintech Payments is a Fintech & Insurtech solutions marketplace with a presence in more than 33 countries. |
Financial Services, FinTech, Information Technology, InsurTech, Marketplace, Payments, Wealth Management | Madrid, Madrid, Spain |
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Pensionera.se Pensionera.se is an efficient marketplace for retirement. |
E-Commerce, FinTech, Marketplace, Wealth Management | Stockholm, Stockholms Lan, Sweden |
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Financially Fit Financially Fit is an organization committed to helping families and individuals create wealth from any starting point. |
Education, Financial Services, Wealth Management | Salt Lake City, Utah, United States |
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IQ-EQ IQ-EQ is a multi-jurisdictional provider of investor and corporate services in Europe and beyond. |
Accounting, Finance, Financial Services, Real Estate, Wealth Management | Luxembourg, Luxembourg, Luxembourg |
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ADDIKA Financial technology company that provides a software that integrates, protects and consolidates wealth information. |
Financial Services, FinTech, Personal Finance, Software, Wealth Management | Zapopan, Jalisco, Mexico |
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IFMR Rural Channels And Services IFMR Rural Channels and Services provides a range of financial products and services to individuals and enterprises. |
Banking, Finance, Financial Services, Wealth Management | Chennai, Tamil Nadu, India |
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Vinovest Fine wine consistently outperforms the S&P 500. Vinovest makes wine investment easy. |
Wealth Management | Culver City, California, United States |
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Merit Financial Advisors Merit Financial Advisors specializes in divorce services, loss of a spouse, wealth management, financial wellness and financial planning. |
Financial Services, Retirement, Wealth Management | Alpharetta, Georgia, United States |
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TRDR TRDR is an automated robo-investing platform for retail investors. |
FinTech, Robotics, Trading Platform, Wealth Management | Bangalore City, Karnataka, India |
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Investfit A world-leading financial advice application that enables advisers to better engage with clients and improve their financial outcomes |
Financial Services, FinTech, Insurance, Wealth Management | North Sydney, New South Wales, Australia |
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Legado Securely and easily organise, store and share your most important documents, files, wishes and memories. |
Information Technology, Life Insurance, Lifestyle, Personal Health, Software, Wealth Management, Wellness | Edinburgh, Edinburgh, City of, United Kingdom |
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Walkr Walkr is a financial advisor that connects and balances financial decision making based on each person's life number. |
Consumer Lending, Finance, Financial Services, FinTech, Lending, Life Insurance, Personal Finance, Wealth Management, Wellness | Brasilândia, Distrito Federal, Brazil |
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PapaJobs PapaJobs offers a hiring app for blue-collars in Russia and the Commonwealth of Independent States (CIS). |
Employment, Mobile Apps, Software, Wealth Management | Moscow, Moscow City, Russian Federation |
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The Working World The Working World is a part of the financial service industry that provides investments and lending solutions to various technology clients. |
Business Development, Finance, Financial Services, Lending, Non Profit, Wealth Management | New York, New York, United States |
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DRAFT Draft offers a modern suite of analytics and communication tools built to help wealth advisors win and retain assets. |
Analytics, FinTech, Information Technology, Personal Finance, Software, Wealth Management | Austin, Texas, United States |
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Stock Target Advisor Financial Markets, Analytics |
Analytics, Financial Services, Stock Exchanges, Wealth Management | Waterloo, Ontario, Canada |
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CountAbout CountAbout designs and develops online personal financial management solutions. |
Financial Services, FinTech, Personal Finance, Software, Wealth Management | Madison, Wisconsin, United States |
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St. James's Place Wealth Management St. James's Place Wealth Management is one of the UK’s leading wealth management organisations. LSE:STJ |
Financial Services, Wealth Management | Cirencester, Gloucestershire, United Kingdom |
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COINCUBE We are re-envisioning the managed money model for the emerging Bitcoin and blockchain asset economy. |
Bitcoin, Wealth Management | Brooklyn, New York, United States |
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Emperor Investments Emperor Platform provides the technologies that power the modern financial advisor. |
Banking, Finance, Financial Services, FinTech, Information Technology, Wealth Management | Toronto, Ontario, Canada |
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Bonuo Bonuo offers asset management, wealth management and investment research services. |
Asset Management, Finance, Wealth Management | Beijing, Beijing, China |
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HFS Wealth Management HFS Wealth Management is an insurance company that counsels affluent individuals, families, business owners, and institutions. |
Consulting, Financial Services, Insurance, Wealth Management | Dallas, Texas, United States |
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ANZ Bank Amongst Australia's "Big 4" Banks |
Finance, FinTech, Information Technology, Wealth Management | Victoria, British Columbia, Canada |
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EMoney Advisor eMoney Advisor Pennsylvania-based wealth planning system for financial advisors. |
Financial Services, FinTech, Wealth Management | Conshohocken, Pennsylvania, United States |
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Arbo Works Arbo is a network of innovators, researchers, finance specialists, and business executives who help people get the most of their finances. |
Finance, Financial Services, Product Research, Wealth Management | N/A |
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Olifan Group Olifan Group is a wealth management firm which provides services such as creation and merger of companies, asset management and control. |
Asset Management, Financial Services, Property Management, Wealth Management | Paris, Ile-de-France, France |
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Vestalyze Investment tracking and analytics company optimized to manage equity and index options strategies in portfolios. |
Analytics, Financial Services, FinTech, Software, Trading Platform, Wealth Management | Virginia Beach, Virginia, United States |
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Lombard Odier Lombard Odier is one of the largest private banks in Switzerland and Europe. |
Financial Services, Legal, Wealth Management | Geneva, Geneve, Switzerland |
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Werthstein Werthstein is a digital wealth manager which focuses on intelligent storytelling of investment ideas, called zeitgeists. |
Asset Management, Financial Services, FinTech, Information Technology, Wealth Management | München, Bayern, Germany |
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Sycamore Sycamore specializes in the wealth management segment. |
Consulting, Finance, Financial Services, Wealth Management | Shanghai, Shanghai, China |
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Quicken Quicken is provides personal money management software, committed to helping individuals and families improve their financial lives. |
FinTech, Personal Finance, Software, Wealth Management | Menlo Park, California, United States |
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Glen Point Capital Glen Point Capital is an emerging markets fund manager that was founded by Neil Phillips and Jonathan Fayman in 2015. |
Asset Management, Financial Services, Service Industry, Wealth Management | London, England, United Kingdom |
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IMA Financial Group IMA Financial Group is a financial services company that specializes in global insurance, risk management, and wealth management. |
Financial Services, Insurance, Risk Management, Wealth Management | Denver, Colorado, United States |
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Paycado Paycado is a new Fintech Neobank aiming to provide affordable and innovative banking services. |
Apps, Banking, Blockchain, Consumer Lending, Financial Services, FinTech, Insurance, Mobile Payments, Point of Sale, Wealth Management | London, England, United Kingdom |
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BovaMetrics AI Portfolio Monitoring + Performance Based Rebalancing for Wealth Advisors |
Artificial Intelligence, Financial Services, FinTech, Wealth Management | Charlotte, North Carolina, United States |
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Invierte Con Expertos Marketplace that connects investors with portfolios managed by xadvisors |
Financial Services, FinTech, Marketplace, Wealth Management | Mexico City, Distrito Federal, Mexico |
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Luxon Financial Luxon Financial is a wealth management firm that offers turnkey and tailored solutions designed to deliver its high level of service. |
Banking, Finance, Financial Services, Wealth Management | Richmond, Virginia, United States |
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Mieuxplacer.com Mieuxplacer.com is a free accompaniment for a savings made to measure. |
Customer Service, Financial Services, Wealth Management | Bordeaux, Aquitaine, France |
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Private Market Connect Private Market Connect specializes in market data solutions, private market portfolios, reviewing quality control data, and data support. |
Market Research, Professional Services, Wealth Management | Bala Cynwyd, Pennsylvania, United States |
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AIA Group AIA Group Limited and its subsidiaries comprise the largest independent publicly listed pan-Asian life insurance group. HKG:1299 |
Health Insurance, Insurance, Wealth Management | Central, Hong Kong Island, Hong Kong |
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Abroaden abroaden is the wealth-building platform made for people living abroad |
Financial Services, FinTech, Wealth Management | Barcelona, Catalonia, Spain |
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Bufalo Teknoloji Bufalo Teknoloji develops artificial intelligence and signal processing algorithms for trading currency pairs and some other assets. |
Artificial Intelligence, Banking, Finance, FinTech, Wealth Management | Gebze, Kocaeli, Turkey |
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Clientwell Clientwell is a digital growth and lead generation platform for wealthtech, SaaS, and financial service companies. |
Artificial Intelligence, Financial Services, FinTech, SaaS, Wealth Management | La Jolla, California, United States |
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EverSource Wealth Advisors EverSource Wealth Advisors can provide a variety of financial planning services to help wealth advisors to achieve balance and growth |
Compliance, Financial Services, Information Technology, Wealth Management | Birmingham, Alabama, United States |
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Blueopes Blueopes is a low-cost, automatized wealth management service provider focused on socially responsible investments (“SRI”). |
Consulting, Financial Services, FinTech, Information Technology, Wealth Management | Budapest, Budapest, Hungary |
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DIVINA CAPITAL Hedge Funds, Mutual Funds, Venture Capital |
Angel Investment, Asset Management, Commercial Lending, Finance, Financial Exchanges, Hedge Funds, Real Estate Investment, Stock Exchanges, Venture Capital, Wealth Management | Amsterdam, Noord-Holland, The Netherlands |
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Marex Spectron Marex Spectron is a broker offering unrivalled breadth of commodity market. |
Energy, Finance, Financial Services, Wealth Management | London, England, United Kingdom |
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RetireOne RetireOne is the leading, independent platform for fee-based insurance solutions. |
Finance, Financial Services, Retirement, Wealth Management | San Francisco, California, United States |
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Southwestern Investment Group Southwestern Investment Group offers wealth management, advice, consulting, estate, and retirement planning services. |
Financial Services, Retirement, Wealth Management | Franklin, Tennessee, United States |
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Coinchange Coinchange is a consumer Fintech company that generates yield for customers through blockchain-based financial instruments. |
Financial Services, FinTech, Wealth Management | Toronto, Ontario, Canada |
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Cetera Financial Group (Cetera) Cetera Financial Group is one of the nation’s largest privately-held, independent broker-dealer and investment adviser families. |
Advice, Financial Services, Retail, Retirement, Wealth Management | El Segundo, California, United States |
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Invent Medical Invent Medical's mission is helping people. |
Fitness, Health Care, Wealth Management | Ostrava, Moravskoslezsky kraj, Czech Republic |
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CSM Capital Investment company utilizing GARP & Value philosophies in exchange-listed securities across the capital structure |
Asset Management, Financial Services, Hedge Funds, Venture Capital, Wealth Management | N/A |
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AvaTrade AvaTrade has been an innovative pioneer in online trading since 2006. |
E-Commerce, Financial Services, Internet, Wealth Management | Dublin, Dublin, Ireland |
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FBS Markets FBS Markets is an international brokerage house providing top quality financial and investment services all over the world. |
Financial Services, Wealth Management | Belize City, Belize, Belize |
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Artisan Partners Artisan Partners is a global investment management firm. NYSE:APAM |
Emerging Markets, Finance, Financial Services, Impact Investing, Wealth Management | Milwaukee, Wisconsin, United States |
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AdvisorBid AdvisorBid is a patent-pending, modern marketplace for FAs to receive competing offers from BDs, RIAs, and OSJs. |
Finance, Financial Services, FinTech, Insurance, Marketplace, Social Media, Social Network, Wealth Management | Richmond, Virginia, United States |
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Highland Highland expertise in providing wealth counseling, execution, financial planning and investment advisory services. |
Advice, Financial Services, Wealth Management | Bellevue, Washington, United States |
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Junxin Wealth Junxin Wealth is a new wealth management platform |
Financial Services, Wealth Management | Beijing, Beijing, China |
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Noah Holdings Noah Is a wealth management service provider focusing on distributing wealth management products to the China. NYSE:NOAH |
Career Planning, Finance, Financial Services, FinTech, Wealth Management | Yangpu, Hainan, China |
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Tradeweb Tradeweb Markets is a global marketplace for electronic fixed income. NASDAQ:TW |
Financial Services, Marketplace, Retail, Wealth Management | New York, New York, United States |
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Gongzi Qianbao Gongzi Qianbao is a strategic investment and wealth management financial firm. |
Angel Investment, Banking, Consulting, Crowdfunding, Financial Services, Legal, Wealth Management | Shanghai, Shanghai, China |
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CM TRADING CM Trading is one of the world's most innovative Forex brokers, offering advanced trading solutions, state of the art trading platforms. |
Financial Services, Information Technology, Software, Wealth Management | Sandston, Virginia, United States |
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FSB FinancialServices FSB FinancialServices is a financial firm that is committed to helping people pursue their financial goals. |
Finance, Financial Services, Insurance, Wealth Management | Ida Grove, Iowa, United States |
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ShufflUp ShufflUp is a hands-off crypto-currency algorithmic trading platform for less-skilled investors |
Cryptocurrency, Financial Services, FinTech, Wealth Management | Tallinn, Harjumaa, Estonia |
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RapidTax RapidTax online application takes the hassle out of filing a tax return! With RapidTax. |
E-Commerce, Financial Services, FinTech, Wealth Management | New York, New York, United States |
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Planswell Planswell is on a mission to provide the world's most actionable financial planning experience to everyone, for free. |
Finance, Financial Services, FinTech, Insurance, Lending, Wealth Management | Toronto, Ontario, Canada |
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KDK Private Wealth Management KDK Private Wealth Management provides independent wealth planning and investment advice in a multi-family office environment. |
Advice, Financial Services, Wealth Management | Houston, Texas, United States |
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Hana Financial Investment Hana Financial Investment Company Limited offers brokerage, securities dealing, underwriting, mutual funds, and online trading services KRX:086790 |
Finance, Financial Services, Wealth Management | Seoul, Seoul-t'ukpyolsi, South Korea |
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DSAB Finserve DSAB Finserve offers a one-stop shop for digital financial products by bridging the gap between consumers and financial institutions. |
Education, Finance, Financial Services, FinTech, Personal Finance, Wealth Management | Guwahati, Assam, India |
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Jimy Jimy is a wealth-tech project that uses a proprietary breakthrough technology that allows to find stocks with high revenue potential. |
Financial Services, FinTech, Stock Exchanges, Wealth Management | N/A |
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WealthTab WealthTab is a Developer of a wealth and portfolio management platform. |
Financial Services, FinTech, Software, Wealth Management | Montréal, Quebec, Canada |
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True Potential True Potential is one of the fastest growing and most innovative financial services groups in the UK. |
Finance, Financial Services, FinTech, Wealth Management | London, England, United Kingdom |
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Gala Seeds Gala Seeds provides online and offline wealth management systems for investment advisors. |
Financial Services, FinTech, Trading Platform, Wealth Management | Shanghai, Shanghai, China |
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Arabesque AI Arabesque brings together technology, data and finance to deliver transparent, sustainable financial solutions. |
Artificial Intelligence, Asset Management, Big Data, Financial Services, FinTech, Machine Learning, Software, Software Engineering, Wealth Management | London, England, United Kingdom |
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Aton Invest Aton Invest is a new generation of asset management company |
Asset Management, Finance, Financial Services, FinTech, Wealth Management | Paris, Ile-de-France, France |
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Sheaff Brock Sheaff Brock is an investment management firm that offers money management, financial planning and institutional services. |
Financial Services, Impact Investing, Wealth Management | Indianapolis, Indiana, United States |
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XM XM is a trading name and a registered trademark of Trading Point Holdings Ltd. |
Financial Services, Wealth Management | Belize City, Belize, Belize |
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LOYAL WEALTH MANAGEMENT LOYAL WEALTH MANAGEMENT offers wealth management and financial services. |
Financial Services, Risk Management, Wealth Management | Xuhui, Shanghai, China |
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Charles River Development Charles River Development is an investment management solution provider company. |
Computer, SaaS, Software, Wealth Management | Burlington, Massachusetts, United States |
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Ardiden Limited Ardiden is an Australian mineral exploration company seeking to generate shareholder wealth by identifying ASX:ADV |
Industrial, Mineral, Wealth Management | Subiaco, Western Australia, Australia |
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Nest Egg Nest Egg allows users to create and contribute to an investment account for their children. |
Apps, Finance, FinTech, Wealth Management | Charlotte, North Carolina, United States |
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I-Bankers Direct Online Access to Curated Investment Opportunities in Growth-stage Companies |
Banking, Financial Services, Wealth Management | Stamford, Connecticut, United States |
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Prive Technologies Prive Technologies is a leading innovator in the financial and wealth management industries. |
Financial Services, FinTech, Information Services, Information Technology, PaaS, SaaS, Software, Wealth Management | Hong Kong, Hong Kong Island, Hong Kong |
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Icube Icube provides an opportunity for everyone to benefit from the appreciation of social wealth and enjoy a free, equal, private... |
Social, Wealth Management | Singapore, Central Region, Singapore |
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ProAktive ProAktive is a business adviser providing integrated insurance, risk management, and HR solutions to companies. |
Construction, Financial Services, Insurance, Risk Management, Wealth Management | Doncaster, Doncaster, United Kingdom |
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WEALTHAWK WEALTHAWK for Wealth Managers – detects, tracks and captures the freshest prospects. SaaS launched at the Founder Institute. |
Consulting, Financial Services, Wealth Management | San Diego, California, United States |
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Harvest Wealth Management Harvest Wealth Management is a wealth management service provider company. |
Asset Management, Finance, Financial Services, Wealth Management | Beijing, Beijing, China |
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WealthNation Digital piggy bank for people who suck at saving money |
Finance, Lifestyle, Wealth Management | Melbourne, Victoria, Australia |
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Signature Estate & Investment Advisors Signature Estate & Investment Advisor is an investment advisory firm offering wealth management services. |
Advice, Consulting, Real Estate, Retirement, Wealth Management | Los Angeles, California, United States |