Wealth Tech companies

NOVA Wealth is a UK-based financial advice and wealth management firm that combines human expertise with its Lifeline technology platform to serve over 500 hous…

Arta Finance builds a digital family office platform that uses AI and deep tech to democratize sophisticated wealth management strategies for a broader investor…

Opto Investments is a fintech company that provides a platform for wealth managers, family offices, and private banks to manage private markets investments end…

Compound Planning is a digital family office providing wealth management, tax services, and investment access through a proprietary technology platform.

Vestmark provides a wealth technology platform for portfolio management, tax-aware investing, and advisor enablement, powering over $2 trillion in assets.

Infovisa develops trust accounting software and financial technology solutions for trust, wealth management, and retirement professionals, serving over 165 clie…

Allocate provides an intelligent operating system for private markets, connecting wealth advisory firms with fund managers and managing subscriptions, capital f…

Apex Fintech Solutions provides cloud-native infrastructure and API platforms powering over 20 million investment accounts for wealth managers and broker-dealer…

AssetMark is a US-based wealth management platform serving over 10,000 independent financial advisors with technology, investment solutions, and business consul…

Advisor360, LLC builds enterprise wealth management software that serves as a unified system of record for investor tools, advisor workspaces, and broker-dealer…

Addepar builds a platform that aggregates financial data to provide portfolio visibility and decision-support for wealth managers and institutional investors.

Basic Capital is a fintech company that offers a modern 401(k) platform using a 'Retirement Mortgage' financing concept to help employees amplify their retireme…

Vise provides a technology platform for financial advisors to build and manage personalised investment portfolios using AI, with over $90 billion in assets unde…

Franklin Templeton is a global asset management firm offering mutual funds, ETFs, wealth management, and alternative investments, operating in over 30 countries…

Cetera is an independent wealth hub providing platform services, technology, and guidance to financial advisors and institutions nationwide.

SEI is a global financial technology, operations, and asset management services provider for the banking, wealth management, and investment sectors.