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Mentum
AddedFeb 17, 2024
UpdatedJul 3, 2026
Mentum

Mentum

Acquired

Mentum: AI-driven platform linking wealth data & investment services for managers.

HQ
San Francisco, CA, US
Founded
2021
Accelerator
Y Combinator logoY CombinatorS21
Overview
Compare
Fundraising
Employees

Founded with a mission to streamline wealth management through advanced technology, Mentum offers an AI-driven platform that centralizes financial data from various sources, including onshore and offshore banks, broker-dealers, and custodians. The company's core vision is to empower wealth managers and multi-family offices by simplifying data integration and providing actionable insights. Mentum's platform enhances productivity and decision-making for wealth managers, enabling them to offer more personalized and efficient services to their clients.

Mentum has garnered attention for its innovative approach to wealth data management, attracting notable investors and industry leaders. The platform's ability to integrate diverse financial data sources seamlessly has led to significant achievements in the fintech space, positioning Mentum as a trusted partner for wealth managers. The overall impact of Mentum's technology is evident in the increased efficiency and strategic capabilities it provides to its users, ultimately transforming how wealth management services are delivered.

Mentum - Similar Companies

Wealthawk logo

Wealthawk

wealthawk.com

Wealthfeed logo

Wealthfeed

wealthfeed.com

Fintelite logo

Fintelite

fintelite.ai

Metal logo

Metal

metal.ai

AlphaWatch AI logo

AlphaWatch AI

alphawatch.ai

Wealth I/O logo

Wealth I/O

wealth-io.com

Wealth logo

Wealth

wealth.com

CapixAI logo

CapixAI

capix.ai

Savvy Wealth logo

Savvy Wealth

savvywealth.com

Fintrx logo

Fintrx

fintrx.com

Forwardlane logo

Forwardlane

forwardlane.com

Finvest logo

Finvest

getfinvest.com

AVENIR TECH logo

AVENIR TECH

joinavenir.com

Plainr.io logo

Plainr.io

plainr.io

Citec logo

Citec

citecsolutions.com

Mentum - Quick Facts

Who are Mentum's competitors?

Companies similar to Mentum include Wealthawk, Wealthfeed, Fintelite and Metal.

When was Mentum founded?

Mentum was founded in 2021.

Where is Mentum's headquarters located?

Mentum's headquarters is located in San Francisco, CA, US.

When was Mentum's last funding round?

Mentum's most recent funding round was for $4.2M (USD) in May 2022.

How much has Mentum raised to-date?

As of May 9, 2022, Mentum has raised a total of $4.3M (USD).

Mentum - Classification

Ownership
  • Private
  • Venture Capital
Technology
  • AI
  • Machine Learning
Geographic Exposure
  • Global
Model
  • Platform
Revenue
  • Recurring
  • Software
  • Usage-based
Customer
  • Enterprise
Main Product
  • Analytics
  • Financial Data
Tags
  • Fintech
  • SaaS
NAICS
  • 520000Finance and Insurance
SIC
  • 6200Security And Commodity Brokers, Dealers, Exchanges, And Services
  • 6280Services Allied With The Exchange Of Securities Or Commodities
  • 6282Investment Advice
Show 9 more industry codes
NAICS
  • 522000Credit Intermediation and Related Activities
  • 522300Activities Related to Credit Intermediation
  • 522320Financial Transactions Processing, Reserve, and Clearinghouse Activities
SIC
  • 6000Depository Institutions
  • 8700Engineering, Accounting, Research, Management, And Related Services
  • 6090Functions Related To Depository Banking
  • 8740Management And Public Relations Services
  • 6099Functions Related To Depository Banking, Not Elsewhere Classified
  • 8742Management Consulting Services