Companies
FintechSaaS
Company2015
HQ: New York City, NY, US
ForwardLane: An award-winning AI startup providing personalized wealth advisory through innovative tech solutions.
BankingPayments
Company1863
HQ: Minneapolis, MN, US
U.S. Bank provides consumer, business, wealth management and payment services nationwide.
BankingPayments
Company1852
HQ: San Francisco, CA, US
Wells Fargo provides banking, credit, payments, mortgage and wealth management services.
BankingPayments
Company1799
HQ: New York City, NY, US
JPMorgan Chase provides banking, cards, wealth management and commercial financial services.
BankingPayments
Company1812
HQ: New York City, NY, US
Citi provides banking, cards, wealth management and institutional financial services worldwide.
Management FeesPlatform
Company2008
HQ: Redwood City, CA, US
Automated investment service managing USD 95B+ for 1.4M+ clients. Public company (NASDAQ: WLTH).
BankingPayments
Company1904
HQ: Charlotte, NC, US
Bank of America provides consumer banking, cards, wealth management and business financial services.
SaaSRecurring
Company2023
HQ: Mountain View, CA, US
Inri: Seamless investment platform for Indian expats, simplifying wealth and compliance.
SaaSRecurring
Company2018
HQ: Santiago, Santiago Metropolitan Region, CL
Fintual: A regulated roboadvisor managing $750m for 90k+ clients in Mexico & Chile.
RecurringSaaS
Company2022
HQ: Palo Alto, CA, US
Revolutionizing wealth management for global high net worth individuals.
Financial AdvisorsSaaS
Company2021
HQ: McLean, VA, US
Range is an AI-powered wealth management platform paired with licensed financial advisors.
FinancialFintech
PlatformSaaS
Company2021
HQ: Singapore, Singapore, SG
Vietnam's top platform for easy, safe investing in stocks, mutual funds, and more.
ConsultingFinancial
Company1992
HQ: Chagrin Falls, OH, US
InvestLinc Wealth Services: Unique wealth solutions with comprehensive planning, integration, and management. Ethical, committed, and dedicated.
FinancialFintech
Company2016
HQ: New York, US
NY-based software company, Brooklyn Investment Group, is an AI-powered wealth management platform.
FinancialSaaS
Company2022
HQ: Accra, Greater Accra Region, GH
One Plan: Financial services and wealth planning for low and medium income groups.
FintechRecurring
Company2018
HQ: Phoenix, AZ, US
Heritage Family Offices, LLP: A comprehensive provider of tax, law, wealth management, and insurance services.
RecurringConsumers
Company2013
HQ: Belmont, CA, US
Wealth management services by BioInfleXion Point Partners, founded in 2013 by William Hyun.
FintechEnterprise
Company
HQ: Los Angeles, CA, US
Rockefeller & Co., a diversified financial services firm in LA, offers wealth management, asset management, and financial services to individuals and institutions.
FinancialFintech
Company2023
HQ: London, Greater London, GB
Avenir: A digital platform for wealth managers, offering personalized, sustainable, and digital solutions.
SaaSWealth Management
Company2026
HQ: San Francisco, CA, US
Wealor builds an AI-native operating system for wealth management firms.
FinancialSaaS
Company2019
HQ: San Francisco, CA, US
Compound: Tech-focused wealth management and tax service for diverse assets.
SaaSRecurring
Company2021
HQ: Miami, FL, US
Onyx: Digital private banking & wealth management for young professionals.
RecurringSaaS
Company2010
FutureAdvisor: Online financial management for all. Award-winning, transparent, and inclusive wealth management firm.
CloudFinancial
Company2019
HQ: San Francisco, CA, US
Summit Wealth Systems: A cloud software firm empowering wealth managers with innovative client relationship tools.