Just Funded Media
At Just Funded Media we track over 1,000,000 recently funded startups and over 3,800,000 people who hold key positions in these companies. We use this directory of startups to highlight top employees, founders and organisations we think deserve more appreciation than they are currently getting.
We’ve ranked the top 42 Wealth Management funded companies in United States. The companies, startups and institutions listed in this article are all exceptional companies, well worth a follow. We have included links to their websites, socials and CrunchBase (if you’re interested in their financials).
We selected the organisations listed in this article based on:
- Track record
- Executive leadership
- Market share
- Innovation
- ESG rating
Our Data – We source our data from OSINT (open source intelligence) and public directories such as Crunchbase, SemRush and many more. The data from these sources should be treated with a degree of caution and verified yourself.
Top Wealth Management Companies & Startups (United States)
EQUITYMULTIPLE
EquityMultiple is a platform that makes real estate investing simple, accessible, and transparent.
Last Funding Round: Seed
Industries: Crowdfunding, FinTech, Personal Finance, Real Estate, Real Estate Investment, Wealth Management
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CogniCor
The Leading AI Digital Assistant Platform for Financial Services
Last Funding Round: Seed
Industries: Artificial Intelligence, Customer Service, FinTech, InsurTech, Knowledge Management, Machine Learning, Natural Language Processing, Software, Virtual Assistant, Wealth Management
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Iris
Iris is a social trading stock app which allows users to connect a brokerage account and follow friends’ trades/portfolios in real time.
Last Funding Round: Seed
Industries: Finance, FinTech, Personal Finance, Social Media, Wealth Management
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CircleBlack
CircleBlack is a financial technology firm that provides wealth management solutions for a superior advisor experience.
Last Funding Round: Seed
Industries: Financial Services, FinTech, Wealth Management
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Tuttle Ventures, LLC
Investment Management Services – Southern California Registered Investment Advisory Firm. Fundamental Value Equity Investment Strategy.
Last Funding Round: Pre-Seed
Industries: Financial Services, Impact Investing, Personal Finance, Wealth Management
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Arch
Arch digitally manages private investment operations for investors and investment advisors.
Last Funding Round: Seed
Industries: Hedge Funds, Real Estate Investment, Software, Venture Capital, Wealth Management
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Wealth
Wealth is a comprehensive digital estate planning platform.
Last Funding Round: Seed
Industries: Financial Services, Wealth Management
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Savvy Wealth
Savvy Wealth is a technology-driven wealth management firm with an emphasis on building software.
Last Funding Round: Seed
Industries: Financial Services, FinTech, Information and Communications Technology (ICT), Software, Wealth Management
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Edquity
Edquity offers a college financial planning app for high school and college students.
Last Funding Round: Seed
Industries: Education, Financial Services, Mobile Apps, Wealth Management
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Finhabits
Finhabits is the leading fintech for U.S. Latinos.
Last Funding Round: Seed
Industries: Finance, Financial Services, FinTech, Health Insurance, Personal Finance, Small and Medium Businesses, Wealth Management
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Tribevest Inc.
Tribevest is OS & banking platform for Investor Groups
Last Funding Round: Seed
Industries: FinTech, Personal Finance, Real Estate Investment, Wealth Management
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ForwardLane
ForwardLane is the essential insights platform used by financial professionals for personalized conversations
Last Funding Round: Seed
Industries: Artificial Intelligence, Asset Management, Finance, Financial Services, FinTech, Machine Learning, Natural Language Processing, PaaS, Wealth Management
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The Beans
The Beans offers a software application platform that creates personalized cash flow plans designed for its users.
Last Funding Round: Seed
Industries: Finance, Financial Services, FinTech, Software, Wealth Management, Wellness
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Trustate
Trustate provides estate administration services and tools to professional advisors and their clients.
Last Funding Round: Seed
Industries: FinTech, Legal, Legal Tech, Mobile Apps, Software, Wealth Management
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Citadel
Citadel is a financial services company offering a comprehensive range of wealth management services to individuals.
Last Funding Round: Seed
Industries: Finance, Financial Services, Hedge Funds, Impact Investing, Wealth Management
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Positivly
The world’s first financial personality test, matching people to investments and advice.
Last Funding Round: Seed
Industries: Financial Services, FinTech, Personalization, Wealth Management
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Sootchy
Sootchy is platform to help reduce the U.S household student debt. Providing a better future for our kids.
Last Funding Round: Pre-Seed
Industries: EdTech, Financial Services, FinTech, Wealth Management
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Eko
Eko is an ‘Investments as a Service’ company, delivering a high quality digital investment product to financial institutions and FinTechs
Last Funding Round: Pre-Seed
Industries: Financial Services, FinTech, Impact Investing, Wealth Management
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WealthHub Solutions
WealthHub Solutions, LLC is a company delivering a cloud based trust administration application serving the wealth management industry.
Last Funding Round: Seed
Industries: Financial Services, Information Technology, Office Administration, Software, Wealth Management
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ALPHABETA
Visual collaboration to bring together students, practitioners & consumers in financial markets through unique immersive user experiences
Last Funding Round: Seed
Industries: Collaboration, Education, Finance, Wealth Management
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Fisecal
Automated Financial Planning Software
Last Funding Round: Pre-Seed
Industries: Embedded Software, Enterprise Software, Finance, Financial Services, FinTech, Internet, Personal Finance, Software, Wealth Management
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Seeds
Seeds empowers financial advisors more deeply understand investors and to automatically deliver custom portfolios that align.
Last Funding Round: Pre-Seed
Industries: Advice, B2B, Financial Services, FinTech, Wealth Management
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Taylor Hoffman
Taylor Hoffman is a fintech firm with a Private Wealth offering and a fully digital platform, Avidus, for emerging wealth.
Last Funding Round: Seed
Industries: Advice, Financial Services, FinTech, Retirement, Wealth Management
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Hemista
Robo Advisor for Immigrants/Expats
Last Funding Round: Pre-Seed
Industries: Financial Services, FinTech, Wealth Management
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CountAbout
CountAbout designs and develops online personal financial management solutions.
Last Funding Round: Seed
Industries: Financial Services, FinTech, Personal Finance, Software, Wealth Management
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CarrotFi
Our cloud platform helps banks, credit unions, funds and servicers increase profitability and save homes.
Last Funding Round: Seed
Industries: Financial Services, FinTech, Wealth Management
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Nest Egg
Nest Egg allows users to create and contribute to an investment account for their children.
Last Funding Round: Seed
Industries: Apps, Finance, Wealth Management
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Ballooning Nest Eggs
Patented & 1st monetary gifting platform for Millennial parents to corral friends & family to pitch in & grow their kids’ long-term wealth.
Last Funding Round: Seed
Industries: FinTech, Marketplace, Parenting, Wealth Management
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WEALTHAWK
WEALTHAWK for Wealth Managers – detects, tracks and captures the freshest prospects. SaaS launched at the Founder Institute.
Last Funding Round: Pre-Seed
Industries: Consulting, Financial Services, Wealth Management
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BovaMetrics
AI Portfolio Monitoring + Performance Based Rebalancing for Wealth Advisors
Last Funding Round: Seed
Industries: Artificial Intelligence, Financial Services, FinTech, Wealth Management
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datavest
Datavest provides you with the ability to turn your personal data into a personal asset and passive income.
Last Funding Round: Seed
Industries: Big Data, Blockchain, Financial Services, Software, Wealth Management
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Stockipedia
Financial and Investing Advice Company
Last Funding Round: Pre-Seed
Industries: Asset Management, Digital Media, Financial Services, FinTech, News, Wealth Management
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Bancnotes Wealth Management
Investment Company for Blacks and Latinx
Last Funding Round: Pre-Seed
Industries: Financial Services, FinTech, Wealth Management
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Exirio
Exirio helps you track your wealth and understand how hard your money is working for you. Any asset, in any currency, on any device. No more spreadsheets to track your investments
Last Funding Round: Seed
Industries: Finance, Financial Services, FinTech, Personal Finance, Software, Wealth Management
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Copia Wealth Studios
Copia Wealth Studios is a financial intelligence platform that provides wealth management services using modern design and machine learning.
Last Funding Round: Seed
Industries: Financial Services, FinTech, Venture Capital, Wealth Management
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Arktos Technologies
Arktos is commercializing a new class of cutting-edge software which helps financial advisors and their clients navigate market 3.0.
Last Funding Round: Pre-Seed
Industries: Finance, Financial Services, FinTech, Wealth Management
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Active Allocator
ActiveAllocator is a digital asset allocation platform with technology-enabled customized advice capabilities.
Last Funding Round: Seed
Industries: Financial Services, Wealth Management
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MarketRiders, Inc.
MarketRiders is an online robo-advisor.
Last Funding Round: Seed
Industries: FinTech, Wealth Management
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Edmund
Edmund is an operator of an institutional-grade digital wealth custodian offering service to institutional investors and asset issuers.
Last Funding Round: Seed
Industries: Financial Services, FinTech, Wealth Management
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Claraphi Capital, LLC
Claraphi Capital is an financial services firm which offers investment advice, and financial planning.
Last Funding Round: Seed
Industries: Asset Management, Financial Services, Wealth Management
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Zabana Technologies
A FinTech development firm that incubates and monetizes cutting-edge, analytics-intense solutions for the financial sector
Last Funding Round: Seed
Industries: Financial Services, FinTech, Wealth Management
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Global Debt Network
Global Debt Network specializes in the development of a platform that helps users manage their debt.
Last Funding Round: Seed
Industries: Finance, FinTech, Mobile Apps, Software, Wealth Management
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