| # | Company | Location | Employees | Total Funding | Last Round | Last Funded |
|---|---|---|---|---|---|---|
| 1 |
Monzo
Monzo is a digital bank that provides a user-friendly mobile app, innovative fea…
|
London | — | $1.8B | Secondary Market | 2024-10-10 |
| 2 |
Monroe Capital
Monroe Capital is an asset management firm that provides private credit solution…
|
Chicago | — | $534.0M | Debt Financing | 2025-07-01 |
| 3 |
FINNY
FINNY is an AI-powered prospecting and marketing platform that helps financial a…
|
New York | 11 - 50 | $21.8M | Series A | 2025-12-18 |
| 4 |
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 |
| 5 |
Citi
Citigroup is a financial services holding company that provides various financia…
|
New York | c 10001 max | $22.3B | Post Ipo Debt | 2025-09-05 |
| 6 |
Jupiter
Jupiter is a digital banking app that offers smart insights based on your spendi…
|
Mumbai | 501 - 1K | $184.5M | Series Unknown | 2025-10-29 |
| 7 |
Jump
Jump provides an artificial intelligence platform designed for financial advisor…
|
Salt Lake City | 101 - 250 | $109.2M | Series B | 2026-02-19 |
| 8 |
SoFi
SoFi is a finance company that offers a range of lending and wealth management s…
|
San Francisco | 1K - 5K | $12.3B | Post Ipo Equity | 2025-12-04 |
| 9 |
AssetPlus
AssetPlus is a digital wealth-tech platform that manages client portfolios and f…
|
Chennai | 101 - 250 | $22.9M | Series B | 2026-01-19 |
| 10 |
Wealthfront
Wealthfront integrates investing and saving products to help young professionals…
|
Palo Alto | 251 - 500 | $274.2M | Convertible Note | 2022-09-02 |
| 11 |
Trust & Will
Trust & Will is a digital estate planning platform that offers legally valid est…
|
San Diego | 101 - 250 | $82.2M | Series C | 2025-04-22 |
| 12 |
Fidelity
Fidelity is a privately-owned investment manager focusing on a diverse set of cu…
|
Boston | c 10001 max | $152.8M | Secondary Market | 2020-12-28 |
| 13 |
Wint Wealth
Wint Wealth is a platform for retail investors to invest in assets that give hig…
|
Nasik | 101 - 250 | $44.1M | Series B | 2026-01-14 |
| 14 |
U.S. Bancorp
U.S. Bancorp is a financial institution that offers banking, investment, mortgag…
|
Minneapolis | c 10001 max | $991.0M | Post Ipo Debt | 2023-09-29 |
| 15 |
FNZ
FNZ is a wealth management platform that combines operational workflows and inve…
|
London | 5K - 10K | $6.4B | Private Equity | 2025-11-12 |
| 16 |
Nevis
Nevis is the world's first AI-powered platform designed specifically for wealth …
|
London | 11 - 50 | $40.0M | Series A | 2025-12-01 |
| 17 |
Pluto Financial Technologies
Pluto is an AI-powered lending platform that lets investors borrow against priva…
|
New York | 1 - 10 | $8.6M | Seed | 2026-01-06 |
| 18 |
Wealth Enhancement Group
Wealth Enhancement Group offers customized financial planning and investment man…
|
Plymouth | 501 - 1K | $2.5M | Undisclosed | 2022-02-24 |
| 19 |
Wealth.com
Wealth.com is a digital estate planning platform designed to empower financial a…
|
Tempe | 101 - 250 | $46.0M | Corporate Round | 2025-04-16 |
| 20 |
Acorns
Acorns is a financial technology and services company that specializes in automa…
|
Irvine | 501 - 1K | $510.0M | Series F | 2022-03-09 |
| 21 |
Nada
Nada is the platform helping homeowners achieve financial freedom through their …
|
Dallas | 11 - 50 | $38.8M | Series A | 2025-12-02 |
| 22 |
HighTower Advisors
HighTower is a financial services company providing solutions for high-net-worth…
|
Chicago | 501 - 1K | $645.0M | Private Equity | 2020-12-03 |
| 23 |
Syfe
Syfe is a digital investment platform that offers a range of investment solution…
|
Singapore | 101 - 250 | $131.9M | Series C | 2025-06-05 |
| 24 |
Arch
Arch digitally manages private investment operations for investors and investmen…
|
New York | 51 - 100 | $77.5M | Series B | 2025-09-15 |
| 25 |
FUTR Corporation
FUTR Corporation is a bank-enabled technology platform that provides financial i…
|
Toronto | 1 - 10 | $15.9M | Post Ipo Equity | 2025-08-25 |
| 26 |
Wahed
Wahed is an online Halal investing platform that focuses on financial inclusion …
|
New York | 101 - 250 | $96.0M | Undisclosed | 2025-09-23 |
| 27 |
Kapital
Kapital is a financial institution offering bank accounts, investments, and cred…
|
Mexico City | 251 - 500 | $471.1M | Series C | 2025-06-26 |
| 28 |
Vanilla
Vanilla is an estate planning software platform designed for financial advisors,…
|
Salt Lake City | 101 - 250 | $81.4M | Series B | 2024-08-15 |
| 29 |
Masttro
Masttro is a financial technology company that provides wealth information solut…
|
New York | 51 - 100 | $43.0M | Series A | 2023-03-09 |
| 30 |
Boosted.ai
Boosted.ai is an artificial intelligence company that automates investment manag…
|
Toronto | 51 - 100 | $69.5M | Series Unknown | 2024-11-25 |
| 31 |
Range
Range is an AI wealthtech platform that provides wealth management and financial…
|
Mclean | 11 - 50 | $100.0M | Series C | 2025-11-25 |
| 32 |
Wealthsimple
Wealthsimple is a fintech company that offers digital financial services to help…
|
Toronto | 501 - 1K | $1.4B | Series E | 2025-10-27 |
| 33 |
Lighthouse Canton
Lighthouse Canton is a global investment institution offering wealth and asset m…
|
Singapore | 101 - 250 | $40.0M | Series Unknown | 2025-11-04 |
| 34 |
WealthOS
WealthOS is an API, enterprise, core wealth management platform built that accel…
|
London | 11 - 50 | $6.2M | Seed | 2024-06-04 |
| 35 |
Zoe Financial
Zoe Financial is a wealth management platform that connects people with independ…
|
New York | 11 - 50 | $45.9M | Series B | 2025-04-29 |
| 36 |
SmartAsset
SmartAsset is an online destination for financial advice that powers SmartAdviso…
|
New York | 251 - 500 | $161.4M | Secondary Market | 2021-08-05 |
| 37 |
Farther
Farther is a wealth management firm that combines expert financial advisors with…
|
San Francisco | 101 - 250 | $118.0M | Series C | 2024-10-10 |
| 38 |
Willow Wealth
Willow Wealth provides curated access to private markets across real estate, pri…
|
New York | 101 - 250 | $916.7M | Series D | 2025-07-22 |
| 39 |
Monetary Metals
Monetary Metals is a financial services company that specializes in the fields o…
|
Scottsdale | 11 - 50 | $14.9M | Series Unknown | 2026-03-25 |
| 40 |
Crescenta
Crescenta offers access to investment in the private markets to the general publ…
|
Madrid | 11 - 50 | $11.1M | Series A | 2026-04-08 |
| 41 |
Bloom
Bloom helps Americans learn to invest and build wealth through interactive finan…
|
San Francisco | 1 - 10 | $4.5M | Seed | 2023-01-01 |
| 42 |
Moonfare
Moonfare is a digital platform that provides HNWI, family offices, banks and the…
|
Berlin | 101 - 250 | $175.0M | Series C | 2023-02-07 |
| 43 |
Yes Bank
Yes Bank is a private sector bank that offers comprehensive banking and financia…
|
Mumbai | c 10001 max | $4.8B | Post Ipo Secondary | 2025-05-09 |
| 44 |
Clove
Building the financial institution of the future.
|
London | 1 - 10 | $14.0M | Pre Seed | 2025-10-14 |
| 45 |
Envestnet
Envestnet provides integrated technology, intelligent data, and wealth solutions…
|
Berwyn | 1K - 5K | $1.4B | Post Ipo Debt | 2022-11-15 |
| 46 |
SELECT
Select improves our members' lives by improving the way businesses and customers…
|
Miami | 11 - 50 | $3.3M | Series Unknown | 2022-10-26 |
| 47 |
Boast
Boast is a fintech platform that helps companies identify, claim, and finance R&…
|
San Francisco | 101 - 250 | $123.0M | Debt Financing | 2021-02-17 |
| 48 |
Axis Bank
Axis Bank is a banking institution offering commercial, corporate and retail ban…
|
Mumbai | c 10001 max | $2.4B | Post Ipo Secondary | 2023-12-13 |
| 49 |
Stable Money
Stable Money is a fixed-return investment platform that allows users to access f…
|
Bangalore | 11 - 50 | $65.1M | Series C | 2026-02-17 |
| 50 |
LUXUS
LUXUS is a venture backed wealthtech luxury alternative asset manager leveraging…
|
New York | 1 - 10 | $7.5M | Seed | 2024-10-02 |