Organizations in Wealth Management
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Bank Of Travelers Rest Bank of Travelers Rest is a financial institution that offers deposits, savings, loans, lending, mortgages, and online banking services. |
Banking, Financial Services, Wealth Management | Travelers Rest, South Carolina, United States |
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Advicefront We believe in changing the world of Financial Advice by giving advisers the time to better engage with their clients. |
Advice, B2B, Financial Services, FinTech, Wealth Management | London, England, United Kingdom |
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Novofina Algorithm-based Wealth Management FinTech/WealthTech — New Finance |
Artificial Intelligence, Finance, Financial Services, FinTech, Wealth Management | Mosta, NA - Malta, Malta |
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Awabah We help SMEs provide health insurance, micro pension, life insurance, and accident cover for a single cost of $3/month to thier workers |
Financial Services, InsurTech, Retirement, Wealth Management | Lagos, Lagos, Nigeria |
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Clipper Advisor Clipper Advisor is the first Robo-Advisor in China |
Asset Management, Financial Services, Wealth Management | Beijing, Beijing, China |
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STAG VIETNAM Stag is a digital wealth management platform for organizations and employees. |
Education, Financial Services, Wealth Management | Ho Chi Minh City, NA - Vietnam, Vietnam |
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Vestinda AI-driven trading automation platform. No-code environment to build and automate portfolios |
Business Intelligence, Financial Services, Impact Investing, Wealth Management | Wilmington, Delaware, United States |
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Spokane Teachers Credit Union Spokane Teachers Credit Union is a non profitable company providing community service. |
Communities, Non Profit, Wealth Management | Liberty Lake, Washington, United States |
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CarrotFi Our cloud platform helps banks, credit unions, funds and servicers increase profitability and save homes. |
Financial Services, FinTech, Wealth Management | Jersey City, New Jersey, United States |
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PB&T Bank PB&T Bank is a commercial banking company providing reliable financial services to individuals and businesses. |
Banking, Financial Services, Wealth Management | Pueblo, Colorado, United States |
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Wealth8 Wealth8 is a digital investment app that provides simple and affordable access to invest in globally managed funds. |
Finance, Financial Services, FinTech, Wealth Management | London, England, United Kingdom |
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LIFE By Fitness Pass LIFE is a wellness SaaS that helps companies to reduce insurance costs, turnover and increasing employee productivity |
Fitness, Health Care, SaaS, Software, Training, Wealth Management, Wellness | Lima, Lima, Peru |
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HWAS Assets HWAS Assets is a wealth management firm. |
Asset Management, Wealth Management | Shanghai, Shanghai, China |
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Adelphi Trust Adelphi Trust provides trust and wealth management services |
Wealth Management | St. Petersburg, Florida, United States |
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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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Xiao Ying Licai Xiao Ying Licai is a wealth management platform in China. NYSE:XYF |
Finance, Financial Services, Wealth Management | Shenzhen, Guangdong, China |
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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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Vitamin Vitamin is a startup which set out to enable a strong financial future for all women. |
Finance, Financial Services, Training, Wealth Management | Berlin, Berlin, Germany |
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Financial Gravity Financial Gravity is a financial service company that brings together companies that create symbiotic advantages. OTCQB:FGCO |
Consulting, Financial Services, Small and Medium Businesses, Wealth Management | Allen, Texas, United States |
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Oriental Wealth Oriental Wealth provides online training services for the wealth management and financial industries. |
Finance, Training, Wealth Management | Beijing, Beijing, China |
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Super Fierce Super Fierce is a financial service company that provides financial advisory, superannuation, and financial wellness services. |
Advice, Financial Services, Retirement, Wealth Management | Coolum Beach, Queensland, Australia |
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Wealthminder Wealthminder supports individual investors achieve their long-term financial goals such as retirement, home ownership, education, and more. |
Finance, Financial Services, FinTech, Risk Management, Wealth Management | Reston, Virginia, United States |
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JustFA More than a Platform. We provide financial advisers with a way to build a more valuable business. |
Asset Management, Financial Services, FinTech, Personal Finance, Wealth Management | London, England, United Kingdom |
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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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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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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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Bank Maspion Bank Maspion conducts banking business, securities business, and other related businesses. IDX:BMAS |
Banking, Financial Services, Wealth Management | Surabaya, Jawa Timur, Indonesia |
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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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UnBlinked UnBlinked superpower retail traders by democratizing institutional crypto trading with AI |
Asset Management, Blockchain, Cryptocurrency, Financial Exchanges, Financial Services, FinTech, SaaS, Software, Trading Platform, Wealth Management | San Francisco, California, United States |
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Zenith Wealth Advisors Zenith Wealth Advisors is a financial firm that offers wealth and asset management, consulting, financial planning, and investment advice. |
Asset Management, Consulting, Financial Services, Wealth Management | Scottsdale, Arizona, United States |
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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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AllianceBernstein AllianceBernstein is a publicly traded global asset management firm, with approximately $735 billion in assets under management at March NYSE:AB |
Asset Management, Financial Services, Wealth Management | New York, New York, United States |
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Algo Global Algo Global is a financial brokerage company that specialize in capital management through professional traders. |
Financial Services, Venture Capital, Wealth Management | Mexico City, Distrito Federal, Mexico |
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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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TrustCard TrustCard is a fintech company that offers consumer loans to HNW and UHNW clients backed by securities. |
Consumer Lending, Credit Cards, FinTech, Wealth Management | Irvine, California, United States |
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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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Tuttle Ventures, LLC Investment Management Services - Southern California Registered Investment Advisory Firm. Fundamental Value Equity Investment Strategy. |
Financial Services, Impact Investing, Personal Finance, Wealth Management | Corona, California, 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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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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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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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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Standard Premium Finance Standard Premium Finance provides investment and insurance services to individuals and businesses. |
Finance, Financial Services, Insurance, Wealth Management | Miami, Florida, United States |
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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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Positivly The world's first financial personality test, matching people to investments and advice. |
Financial Services, FinTech, Personalization, Wealth Management | New York, New York, United States |
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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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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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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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Ambit Ambit provides financial advice and solutions in the areas of investment banking, asset management and wealth management. |
Advice, Asset Management, Consulting, Finance, Financial Services, Wealth Management | Mumbai, Maharashtra, India |
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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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Zurichberg Alternative Assets, Investing |
Asset Management, FinTech, Wealth Management | Zürich, Zurich, Switzerland |
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BaseVenture BaseVenture is an award-winning software company that develops solutions in the areas of financial reporting, data visualization, and more. |
Financial Services, Software, Wealth Management | San Francisco, California, United States |
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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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Wakeful Assisted WealthTech solution for Latin American contractors and freelancers |
FinTech, Wealth Management | Miami, Florida, United States |
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Stock Target Advisor Financial Markets, Analytics |
Analytics, Finance, Financial Services, Personal Finance, Stock Exchanges, Wealth Management | Waterloo, Ontario, Canada |
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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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Vault Vault helps you automatically save for retirement whenever you’re paid. |
Financial Services, FinTech, Retirement, Wealth Management | Portland, Oregon, United States |
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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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Yingmi.cn yingmi.cn is a wealth management and fund sales service provider company. |
Finance, Financial Services, Wealth Management | Guangzhou, Guangdong, China |
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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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Arbor Fintech Arbor is a 360 degree financial wellness platform helping users to save, invest and cut debt through |
Apps, Financial Services, FinTech, Personal Finance, Wealth Management | Madrid, Madrid, Spain |
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You Need A Budget (YNAB) You Need a Budget (YNAB) develops finance apps for iPhone and iPads. |
Apps, Finance, FinTech, Personal Finance, Software, Wealth Management | Lehi, Utah, 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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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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ANIMA ANIMA is a reference point in the Italian asset management industry. BIT:ANIM |
Asset Management, Consulting, Financial Services, Wealth Management | Milano, Lombardia, Italy |
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Pritle. Pritle (now Binck Forward) is a robo-advisor offering wealth management services. |
Internet, Online Portals, Wealth Management | Amsterdam, Noord-Holland, The Netherlands |
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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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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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Berilium Berilium is a financial technology company that provides access to private markets for investors. |
Financial Services, FinTech, Wealth Management | San Francisco, California, United States |
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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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Sun National Bank Sun National Bank has a vested interest in moving our region forward, partnering with thousands of families. NASDAQ:SNBC |
Banking, Retail, Wealth Management | Vineland, New Jersey, United States |
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Pomarium Pomarium equips advisors and investment management platforms with tailored investment portfolios for their clients. |
FinTech, SaaS, Software, Wealth Management | Fort Collins, Colorado, United States |
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Upside Saving Upside is Intelligent Cashback as an API, fuelled by Open Banking. |
Banking, Financial Services, FinTech, Wealth Management | London, England, United Kingdom |
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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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Artiwells Artiwells is a real estate tax calculation company for asset management and tax reduction. |
Asset Management, Finance, Financial Services, FinTech, Real Estate, Wealth Management | Seongnam, Kyonggi-do, South Korea |
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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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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 |