| # | Company | Location | Employees | Total Funding | Last Round | Last Funded |
|---|---|---|---|---|---|---|
| 1 |
VCI Global
VCI Global is an advisory firm that expertise in corporate strategic advisory an…
|
Kuala Lumpur | 51 - 100 | $196.8M | Post Ipo Equity | 2026-01-20 |
| 2 |
PKF O'Connor Davies
PKF O'Connor Davies is a full-service CPA and advisory firm that provides audit,…
|
New York | 501 - 1K | $40.0M | Private Equity | 2024-11-18 |
| 3 |
EisnerAmper
EisnerAmper is a full-service advisory and accounting firm that offers audit, ac…
|
New York | 1K - 5K | $12.1M | Undisclosed | 2025-01-13 |
| 4 |
Autonomous Technologies Group
Autonomous is an AI-powered fintech company that helps users manage investments …
|
New York | 1 - 10 | $15.0M | Pre Seed | 2026-01-07 |
| 5 |
Derayah Financial
Derayah Financial was established to protect and empower individual investors to…
|
Riyadh | 251 - 500 | $133.7M | Post Ipo Debt | 2025-11-16 |
| 6 |
Steward Partners Global Advisory
Steward Partners Global Advisory is a Washington-based financial service provide…
|
Washington | 501 - 1K | $619.9M | Debt Financing | 2025-12-19 |
| 7 |
Founders First Capital Partners
Founders First Capital Partners is a financial services company that offers advi…
|
San Diego | 11 - 50 | $120.0M | Series A | 2021-11-09 |
| 8 |
Apheon
Apheon is a financial services firm that specializes in building legacies and st…
|
Amsterdam | 51 - 100 | — | Debt Financing | 2026-01-19 |
| 9 |
Range
Range is an AI wealthtech platform that provides wealth management and financial…
|
Mclean | 11 - 50 | $100.0M | Series C | 2025-11-25 |
| 10 |
Kohlberg Kravis Roberts & Co.
Kohlberg Kravis Roberts & Co. provides investment and asset management services …
|
Hudson | 1K - 5K | $4.3B | Post Ipo Debt | 2025-08-04 |
| 11 |
Fixated
Fixated is not present to conform or preserve the status quo. We are here to bui…
|
Los Angeles | 11 - 50 | $12.8M | Series Unknown | 2025-12-18 |
| 12 |
73 Strings
73 Strings provides financial advisory services using artificial intelligence an…
|
Paris | 101 - 250 | $65.1M | Series B | 2025-02-18 |
| 13 |
Sikich
Sikich is a Chicago-based investment banking firm offering expert M&A and capita…
|
Naperville | 1K - 5K | $250.0M | Private Equity | 2024-05-09 |
| 14 |
University College Cork
University College Cork provides various courses, including undergraduate, postg…
|
Cork | 1K - 5K | $95.8M | Grant | 2025-11-21 |
| 15 |
Dynasty Financial Partners
Dynasty Financial Partners provides wealth management solutions and business ser…
|
St. Petersburg | 101 - 250 | $50.0M | Private Equity | 2026-02-05 |
| 16 |
Deeto
Deeto provides an AI-driven customer activation platform that automates sourcing…
|
Tenafly | 11 - 50 | $17.0M | Series A | 2025-07-01 |
| 17 |
Modern Wealth Management
Modern Wealth Management is an investment advisory firm that specializes in fina…
|
Lenexa | 101 - 250 | $200.0M | Private Equity | 2023-04-05 |
| 18 |
Scottish EDGE
Scottish EDGE identifies and supports Scotland’s up-and-coming, innovative, high…
|
Glasgow | 1 - 10 | $1.3M | Series Unknown | 2018-11-19 |
| 19 |
Earned Wealth
Earned Wealth is a wealth management platform that provides personalized financi…
|
New York | 101 - 250 | $212.0M | Series Unknown | 2024-07-10 |
| 20 |
Newmark
Newmark is a commercial real estate company that offers real estate brokerage, l…
|
New York | 5K - 10K | $4.4B | Post Ipo Debt | 2025-09-04 |
| 21 |
WSP Global
WSP Global is an engineering and professional services firm that specializes in …
|
Québec | c 10001 max | $5.3B | Post Ipo Debt | 2026-01-20 |
| 22 |
Berkeley Research Group
Berkeley Research Group specializes in the fields of construction and government…
|
Emeryville | 1K - 5K | $84.6M | Series Unknown | 2020-07-02 |
| 23 |
Sonen Capital
Sonen Capital is a dedicated impact investment management firm.
|
San Francisco | 11 - 50 | — | Private Equity | 2023-10-05 |
| 24 |
The Muse
The Muse is a job search and career development platform that helps candidates d…
|
New York | 101 - 250 | $39.7M | Series Unknown | 2022-09-21 |
| 25 |
Hello Divorce
Hello Divorce offers an easier and cheaper way to handle divorce processes with …
|
Alameda | 11 - 50 | $5.2M | Series Unknown | 2025-09-23 |
| 26 |
Mercer Advisors
Mercer Advisors is a full-service wealth management firm.
|
Denver | 1K - 5K | — | Private Equity | 2023-06-06 |
| 27 |
Lxme
India’s 1st UPI & Full Stack Money App for Women
|
Mumbai | 51 - 100 | $1.2M | Seed | 2024-06-24 |
| 28 |
VRGL
VRGL offers wealth management tools that streamline investment proposals and cli…
|
Dallas | 11 - 50 | $24.6M | Series Unknown | 2025-11-10 |
| 29 |
Shine
Shine is an online marketplace for accounting, bookkeeping, and tax preparation …
|
Copenhagen | 251 - 500 | $231.3M | Series Unknown | 2024-04-30 |
| 30 |
Facet
Facet provides financial planning and advice tailored to individual needs and go…
|
Baltimore | 251 - 500 | $193.0M | Debt Financing | 2024-10-08 |
| 31 |
Keyper
Keyper is a digital real estate management platform that offers monitoring real …
|
Dubai | 11 - 50 | $40.5M | Corporate Round | 2025-11-13 |
| 32 |
Frich
First Social Finance App for Gen Z
|
New York | 1 - 10 | $3.5M | Seed | 2024-05-30 |
| 33 |
Cytactic
Cytactic is a cyber crisis management company that provides advisory, cyber cris…
|
Tel Aviv | 11 - 50 | $16.0M | Seed | 2024-07-10 |
| 34 |
Hamberley Care Homes
Hamberley Care Homes provides onsite residential care, nursing care, and dementi…
|
London | 251 - 500 | $281.0M | Debt Financing | 2026-01-15 |
| 35 |
Grove
Grove offers a personalized financial planning and advice at a fraction of the p…
|
San Francisco | 11 - 50 | $10.1M | Series A | 2018-06-20 |
| 36 |
DASH Technology
DASH Technology is a merger with financial planning software firm.
|
North Sydney | 101 - 250 | $23.3M | Debt Financing | 2024-10-10 |
| 37 |
Ankura
Ankura Consulting Group is a business advisory and expert services firm.
|
New York | 1K - 5K | $810.0M | Private Equity | 2021-11-18 |
| 38 |
Related
Related is a martech company that specializes in advice, data analytics, and ROI…
|
Dubai | 11 - 50 | $8.0M | Series Unknown | 2025-06-23 |
| 39 |
Noodle
Noodle creates innovative online and hybrid programs while improving traditional…
|
New York | 251 - 500 | $138.3M | Series C | 2021-10-06 |
| 40 |
Jio BlackRock Investment Advisers
Jio BlackRock Investment Advisers operates as an investment adviser.
|
Mumbai | 51 - 100 | $18.2M | Private Equity | 2025-12-10 |
| 41 |
Doc.com
Doc.com offers healthcare services for free health care to patients providing me…
|
New York | 251 - 500 | $302.2M | Undisclosed | 2026-02-10 |
| 42 |
Avanzanite Bioscience
Avanzanite Bioscience enhances access to orphan drugs in Europe, partnering with…
|
Amsterdam | 11 - 50 | $37.1M | Series A | 2025-11-18 |
| 43 |
Lummus Technology
Lummus Technology develops and licensing process and equipment technologies for …
|
The Woodlands | 1K - 5K | — | Private Equity | 2020-06-30 |
| 44 |
AssetMark
AssetMark is an investment adviser registered with the Securities and Exchange C…
|
Concord | 1K - 5K | $2.8M | Series Unknown | 2016-12-09 |
| 45 |
Maridea Wealth Management
Maridea Wealth Management is an independent advisory firm that provides client-f…
|
Brooklyn | 11 - 50 | $650K | Series Unknown | 2025-04-30 |
| 46 |
Abyan Capital
Abyan Capital is a financial service company that provides an automated solution…
|
Riyadh | 1 - 10 | $18.1M | Series A | 2024-05-02 |
| 47 |
Piere
Piere provides a budget planner app with custom finance insights and split payme…
|
Fort Lauderdale | 11 - 50 | $2.1M | Pre Seed | 2025-10-21 |
| 48 |
Ambit
Ambit provides financial advice and solutions in the areas of investment banking…
|
Mumbai | 501 - 1K | $34.4M | Series Unknown | 2023-12-03 |
| 49 |
Abatable
Abatable is the robo-advisor for high quality carbon offsetting.
|
London | 11 - 50 | $16.6M | Series A | 2023-04-13 |
| 50 |
bQuest
bQuest links financial advisors, aging care experts, and families for aging care…
|
Denver | 1 - 10 | $1.5M | Seed | 2025-11-20 |