Organizations in Wealth Management
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Rubarb More money for your dreams |
Asset Management, Banking, Financial Services, FinTech, Impact Investing, Personal Finance, Trading Platform, Wealth Management | Hamburg, Hamburg, Germany |
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Capitalise.ai Capitalise is the innovative way that lets you use natural language to make your investment ideas come to life. |
Finance, Financial Services, FinTech, Service Industry, Wealth Management | Tel Aviv, Tel Aviv, Israel |
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WiseBanyan WiseBanyan is the next generation financial services firm, helping people save & invest for goals, starting with their first $1 -- for free. |
Finance, Financial Services, FinTech, Personal Finance, Wealth Management | Las Vegas, Nevada, United States |
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Karvy Group KARVY is one of India’s largest integrated financial services group. |
Financial Services, FinTech, Trading Platform, Wealth Management | Hyderabad, Andhra Pradesh, India |
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Brand New Day Brand New Day is provides asset management, wealth management, and insurance brokerage services. |
Financial Services, Wealth Management | Amsterdam, Noord-Holland, The Netherlands |
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PPmoney PPmoney Wan Hui Group is a leading Fintech company in China. |
Developer Platform, Financial Services, FinTech, Internet, Wealth Management | Guangzhou, Guangdong, China |
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Muvin Muvin aims to enable youth to get accustomed to banking from an early age in easy, gamified and education-powered experience. |
Banking, Personal Finance, Wealth Management | Bengaluru, Karnataka, India |
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Piggy Piggy is an investment application that allows direct fund investments. |
Banking, Financial Services, FinTech, Mobile Apps, Wealth Management | Mumbai, Maharashtra, India |
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Cassini Systems Cassini Systems is a new financial technology company. |
Asset Management, Financial Services, FinTech, Risk Management, Software, Wealth Management | London, England, United Kingdom |
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Marstone Inc. Enterprise-ready, digital wealth management solutions |
Finance, FinTech, Software, Wealth Management | New York, New York, United States |
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RAGE Frameworks RAGE Frameworks is a knowledge-based automation technology and services. |
Artificial Intelligence, Big Data, Consulting, Enterprise Software, Information Services, Information Technology, Machine Learning, Software, Wealth Management | Westwood, Massachusetts, United States |
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Waterfield Advisors Waterfield Advisors is a Multi-Family Office and Wealth Advisory Firm. |
Asset Management, Consulting, Financial Services, Wealth Management | Mumbai, Maharashtra, India |
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Artivest Artivest provides access at lower investment minimums to a select assortment of privately offered alternative investment funds. |
Financial Services, FinTech, Impact Investing, Wealth Management | New York, New York, United States |
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Uprise Uprise is building wealth management for all - bringing the tools and the tricks of the 1% to everyone :) |
Financial Services, Personal Finance, Wealth Management | N/A |
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WealthDesk WealthDesk is a business-to-business-to-consumer (B2B2C) investment-tech platform. |
Financial Services, FinTech, Wealth Management | Mumbai, Maharashtra, India |
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Vitamin Vitamin is a startup which set out to enable a strong financial future for all women. |
Financial Services, Wealth Management | Berlin, Berlin, Germany |
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Trustate Trustate provides estate administration services and tools to professional advisors and their clients. |
FinTech, Legal, Legal Tech, Mobile Apps, Software, Wealth Management | New York, New York, United States |
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Stash Financial Stash is a personal finance app that combines banking, investing, and advice into one platform. |
Banking, Finance, Financial Services, FinTech, Personal Finance, Wealth Management | New York, New York, United States |
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Human Interest Human Interest helps employees of small and medium-sized businesses save for retirement. |
Employee Benefits, Financial Services, FinTech, Wealth Management | San Francisco, California, United States |
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Enzo Enzo is a financial technology company that caters to spending and wealth optimization platforms. |
Finance, Financial Services, FinTech, Wealth Management | N/A |
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Claro Money Claro is a digital financial coach that empowers you to make smarter financial decisions every day. |
E-Learning, Financial Services, FinTech, Social Impact, Trading Platform, Wealth Management | London, England, United Kingdom |
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Wellington-Altus Financial Wellington-Altus Financial is a financial services wealth management company located in Winnipeg. |
Financial Services, Wealth Management | Winnipeg, Manitoba, Canada |
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Rabobank Rabobank is a financial services provider that focuses on the food, beverage, and agribusiness sectors. |
Banking, Crowdfunding, Finance, Financial Services, Wealth Management | Utrecht, Utrecht, The Netherlands |
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Jarden Jarden is a financial service firm that provides investment banking products and services. |
Banking, Financial Services, Wealth Management | Auckland, Auckland, New Zealand |
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ForwardLane ForwardLane is the essential insights platform used by financial professionals for personalized conversations |
Artificial Intelligence, Asset Management, Finance, Financial Services, FinTech, Machine Learning, Natural Language Processing, PaaS, Wealth Management | New York, New York, United States |
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Cooler Future Cooler Future is a fintech startup developing transparent and effective impact investment solutions for the climate-conscious generation. |
Financial Services, FinTech, Impact Investing, Wealth Management | Helsinki, Southern Finland, Finland |
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Pynk Pynk is where everyday people invest better together. |
Artificial Intelligence, Crowdsourcing, FinTech, Impact Investing, Machine Learning, Prediction Markets, Predictive Analytics, Social Impact, Software, Wealth Management | London, England, United Kingdom |
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Kurtosys Real growth. Realized. Digital Experience Platform for Financial Services. |
Asset Management, Enterprise Software, Financial Services, FinTech, SaaS, Wealth Management | London, England, United Kingdom |
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LifeLine Financial Group LifeLine Financial Group is a multi-family wealth management office for influential athletes and entertainers. |
Finance, Financial Services, Wealth Management | Los Angeles, California, United States |
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Cape Cod Five Cents Savings Bank Provides links to other Web sites for convenience and informational purposes only |
Lending, Wealth Management | Harwich Port, Massachusetts, United States |
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Cube Cube is democratising access to the world’s best investments for any global investor. |
Banking, FinTech, Wealth Management | Mumbai, Maharashtra, India |
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Cadence Bancorp Cadence Bancorp provides banking services. NYSE:CADE |
Banking, Financial Services, Real Estate, Wealth Management | Houston, Texas, United States |
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Doomoolmori Doomoolmori provides AI wealth management and data analytics solutions to financial institutions, and robo-advisory services to end users. |
Artificial Intelligence, Big Data, Financial Services, FinTech, Machine Learning, Wealth Management | Seoul, Seoul-t'ukpyolsi, South Korea |
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Wealthyhood Wealthyhood is an online trading application that provides stock market services. |
Financial Services, FinTech, Personal Finance, Wealth Management | London, England, United Kingdom |
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Yomoni Yomoni is an online private banking-style service in France aiming to make wealth management available to everyone. |
Banking, Financial Services, Internet, Wealth Management | Paris, Ile-de-France, France |
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55ip 55ip is a tax-smart investment strategy engine used by financial advisors to dramatically improve their efficiency and effectiveness. |
Asset Management, Finance, Financial Exchanges, Financial Services, FinTech, Wealth Management | Boston, Massachusetts, United States |
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Quicko Quicko is a tax planning, preparation, GST, and TDS filing platform for individuals and businesses. |
Accounting, Financial Services, Software, Wealth Management | Ahmedabad, Gujarat, India |
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Finizens Wealth management firm offering a 100% digital robo-advisor investment service through globally diversified, low-cost index fund portfolios. |
Asset Management, Financial Services, FinTech, Wealth Management | Madrid, Madrid, Spain |
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The Beans The Beans offers a software application platform that creates personalized cash flow plans designed for its users. |
Finance, Financial Services, FinTech, Software, Wealth Management, Wellness | San Francisco, California, United States |
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CircleBlack CircleBlack is a financial technology firm that provides wealth management solutions for a superior advisor experience. |
Financial Services, FinTech, Wealth Management | Trenton, New Jersey, United States |
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MarketX MarketX is an online investment platform revolutionizing access to the private equity market. |
Financial Services, FinTech, Information Services, Internet, Wealth Management | San Francisco, California, United States |
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StashAway StashAway is a wealth management platform that delivers personalized portfolio management to both retail and accredited investors. |
Financial Services, Personal Finance, Wealth Management | Singapore, Central Region, Singapore |
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Personal Capital Personal Capital combines online financial tools with registered financial advisor expertise to enable people and grow their net worth. |
Finance, Financial Services, FinTech, Wealth Management | Redwood Shores, California, United States |
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United Capital United Capital is a wealth counseling company assisting clients achieve empowerment over their financial aspirations. |
Advice, Consulting, Financial Services, Wealth Management | Newport Beach, California, United States |
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Liveoak Technologies Liveoak is a computer software company that specializes in cloud-based platform. |
Banking, Collaboration, Digital Signage, Identity Management, Insurance, Real Time, Retirement, Software, Wealth Management | Austin, Texas, United States |
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Responsive The enterprise hybrid wealth management solution for service excellence and actionable insights. |
Finance, Financial Services, FinTech, Wealth Management | Vancouver, British Columbia, Canada |
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Pivo Pivo is a financial hub that allows small & medium businesses across Africa access to all the financial services they need in one place. |
Credit, Financial Services, Wealth Management | Wuse, Federal Capital Territory, Nigeria |
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NewBanker NewBanker is a wealth management technology services provider of digital intelligence, research, technology, capital and resources. |
Business Intelligence, Consulting, Financial Services, Wealth Management | Beijing, Beijing, China |
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Freeman Capital Closing wealth gaps through scalable, precise and human centric financial planning |
Finance, Financial Services, Wealth Management | Charlotte, North Carolina, United States |
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Qplum qplum is an online investment advisory firm, offering A.I. and machine learning based portfolios. |
Asset Management, Financial Services, FinTech, Personal Finance, Wealth Management | Jersey City, New Jersey, United States |
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Harvest Savings & Wealth Technologies Harvest Savings & Wealth Technologies is a provider of integrated savings and wealth solutions for the financial industry. |
Computer, Enterprise Software, Finance, Financial Services, Software, Wealth Management | San Francisco, California, United States |
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First Mid-Illinois Bank & Trust First Mid-Illinois Bank & Trust is a financial services company. |
Banking, Finance, Financial Services, Wealth Management | Mattoon, Illinois, United States |
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Passiv Wealth automation for self-directed investors. Manage all your investments from a single dashboard and leave the tedious things to Passiv. |
Cryptocurrency, Financial Services, FinTech, Impact Investing, Personal Finance, Software, Wealth Management | Fredericton, New Brunswick, Canada |
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Midland States Bank Midland States Bank is a community-based financial holding company offering a full range of banking services and products. NASDAQ:MSBI |
Banking, Financial Services, Wealth Management | Effingham, Illinois, United States |
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Upside Saving Upside is Intelligent Cashback as an API, fuelled by Open Banking. |
Banking, Financial Services, FinTech, Wealth Management | London, England, United Kingdom |
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DAYLI Financial Group A leading Fintech company in Asia providing data tech solutions, digital wealth management, and lead-generation services |
Artificial Intelligence, Big Data, Cryptocurrency, Financial Services, FinTech, Personal Finance, Wealth Management | Seoul, Seoul-t'ukpyolsi, South Korea |
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REITIUM REITIUM is a blockchain real estate marketplace that allows anyone become a real estate investor for as little as $100. |
Crowdfunding, Marketplace, Real Estate Investment, Wealth Management | Vancouver, British Columbia, Canada |
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Tianfeng Securities Tianfeng Securities provides investment banking products and services primarily for institutional and individual clients. SSE:601162 |
Banking, Financial Services, Wealth Management | Wuhan, Hubei, China |
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Picturewealth PictureWealth is a technology company focused on improving the financial know-how of people across the planet. |
Consulting, Finance, Financial Services, FinTech, Information Technology, Legal, Software, Wealth Management | Perth, Western Australia, Australia |
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CogniCor The Leading AI Digital Assistant Platform for Financial Services |
Artificial Intelligence, Customer Service, FinTech, InsurTech, Knowledge Management, Machine Learning, Natural Language Processing, Software, Virtual Assistant, Wealth Management | Palo Alto, California, United States |
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Morning Morning provides digital and secure payment account to manage money on a daily basis and in real time. |
Payments, Wealth Management | Saint-élix-le-château, Midi-Pyrenees, France |
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Cashboard Cashboard allows retail investors to invest in a personal tailored and scientifically diversified portfolio. |
Finance, Financial Services, Impact Investing, Personal Finance, Wealth Management | Berlin, Berlin, Germany |
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Indyfin Indyfin empowers independent financial advisors to compete and win in a new era of wealth management. |
Financial Services, FinTech, Wealth Management | Dallas, Texas, United States |
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ETFLogic Creators of the LOGICLY platform for global fund analytics, portfolio construction and automation, custom-indexing and model portfolios. |
Analytics, Asset Management, Big Data, Data Visualization, Financial Services, FinTech, Software, Wealth Management | New York, New York, United States |
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Unhedged Unhedged uses AI to deliver hedge fund tools to the everyday investor |
Financial Services, FinTech, Wealth Management | Melbourne, Victoria, Australia |
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Flanks Flanks is a Spanish company specialized in providing comprehensive solutions of high added value based on financial data. |
Developer APIs, FinTech, Software, Wealth Management | Barcelona, Catalonia, Spain |
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XENO XENO is an investment management platform that helps people to plan, save, and invest in financial goals. |
Financial Exchanges, Financial Services, Personal Finance, Wealth Management | Kampala, Kampala, Uganda |
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Alkanza Alkanza is a global B2B SaaS platform with AI & ML, providing financial institutions automated advisory products to better serve customers. |
Banking, Financial Services, FinTech, Risk Management, SaaS, Wealth Management | Redwood City, California, United States |
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PECULIUM saieve.io is a transparent crypto savings and investment platform |
Blockchain, Cryptocurrency, Financial Services, FinTech, Wealth Management | Nanterre, Ile-de-France, France |
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Awabah Awabah is a digital pension platform that provides micro pension services. |
Financial Services, Retirement, Wealth Management | Obalende, Lagos, Nigeria |
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Spokane Teachers Credit Union Spokane Teachers Credit Union is a non profitable company providing community service. |
Communities, Non Profit, Wealth Management | Liberty Lake, Washington, United States |
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Arbor Fintech Arbor is a 360 degree financial wellness platform helping users to save, invest and cut debt through |
Apps, Financial Services, FinTech, Personal Finance, Wealth Management | Madrid, Madrid, Spain |
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WealthOS Enterprise, cloud native core wealth management SaaS. Launch and run superior digital wealth management propositions faster & cheaper. |
Asset Management, Financial Services, FinTech, SaaS, Software, Wealth Management | London, England, United Kingdom |
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Super Fierce Super Fierce is a financial service company that provides financial advisory, superannuation, and financial wellness services. |
Advice, Financial Services, Retirement, Wealth Management | Coolum Beach, Queensland, Australia |
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First Western Financial First Western Financial is a wealth management and private banking institution. NASDAQ:MYFW |
Banking, Financial Services, Wealth Management | Denver, Colorado, United States |
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Citadel Citadel is a financial services company offering a comprehensive range of wealth management services to individuals. |
Finance, Financial Services, Hedge Funds, Impact Investing, Wealth Management | Chicago, Illinois, United States |
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Mon Petit Placement exclusive access for everyone to the best investment products from world class asset managers |
Financial Services, FinTech, Wealth Management | Écully, Rhone-Alpes, France |
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Monetary Metals Monetary Metals is a financial services company that specializes in the fields of gold, investing, and financing. |
Asset Management, Financial Services, Hedge Funds, Precious Metals, Wealth Management | Scottsdale, Arizona, United States |
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Openfolio Openfolio is a platform that leverages portfolio data from over 100,000 investors to help users invest better, together. |
Finance, Wealth Management | New York, New York, United States |
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Artorius Artorius is a specialist wealth manager, providing wealth advice, family office support, portfolio management, and more. |
Financial Services, Wealth Management | London, England, United Kingdom |
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Vault Vault helps you automatically save for retirement whenever you’re paid. |
Financial Services, FinTech, Retirement, Wealth Management | Portland, Oregon, United States |
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FinMarie FinMarie is Europe's first financial platform by and for women. |
Finance, Financial Services, FinTech, Wealth Management | Berlin, Berlin, Germany |
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Lifeworks Advisors Lifeworks advisor provides tools and templates to support a scalable, fee-based, subscription model for financial planning. |
Digital Marketing, Financial Services, FinTech, Wealth Management | Grand Rapids, Michigan, United States |
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EQIS EQIS provides a comprehensive asset management platform that delivers sophisticated investment solutions for financial advisers. |
Advice, Cloud Computing, Financial Services, FinTech, Software, Wealth Management | San Rafael, California, United States |
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Clanq AG We help parents to provide for their children's future. |
Financial Services, FinTech, InsurTech, Wealth Management | Zürich, Zurich, Switzerland |
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BetaSmartz Digital investment platform offering investment, administrative and operational solutions to financial institutions |
Asset Management, B2B, Big Data, Finance, Financial Services, FinTech, SaaS, Software, Wealth Management | Singapore, Central Region, Singapore |
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Velexa Investing-As-A-Service |
FinTech, Software, Wealth Management | London, England, United Kingdom |
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Uwharrie Bank Uwharrie Bank is to protect the assets of customers to help people and businesses secure financing and to support their shareholders. |
Banking, Business Development, Finance, Financial Services, Wealth Management | Albemarle, North Carolina, United States |
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Tontine Trust Tontine Trust is the global pioneer of new OECD endorsed lifetime income tontine pensions & annuities |
Financial Services, InsurTech, Personal Finance, Retirement, Wealth Management | Dublin, Dublin, Ireland |
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Texas Regional Bank Texas Regional Bank primarily provides personal and business banking solutions. |
Finance, Financial Services, Wealth Management | Mcallen, Texas, United States |
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Totum By TIFIN Totum Risk is a multi-scoring, risk tolerance tool kit for financial institutions, financial advisors, 401ks, insurance, banks, and more. |
Financial Services, FinTech, Impact Investing, Machine Learning, SaaS, Software, Wealth Management | Boulder, Colorado, United States |
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Elphinstone Robo-advisory platform for Pakistan |
Financial Services, FinTech, Wealth Management | Karachi, Sindh, Pakistan |
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FutureVault FutureVault provides digital vault and secure document exchange solutions. |
Document Management, File Sharing, Financial Services, Information Technology, SaaS, Software, Wealth Management | Toronto, Ontario, Canada |
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Bank Of Travelers Rest Bank of Travelers Rest is a financial institution that offers deposits, savings, loans, lending, mortgages, and online banking services. |
Banking, Financial Services, Wealth Management | Travelers Rest, South Carolina, United States |
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Agreement Express SaaS platform that automates the client onboarding process for financial services firms. |
Financial Services, FinTech, Payments, SaaS, Software, Wealth Management | Vancouver, British Columbia, Canada |
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Carson Wealth Management Group Carson Wealth Management Group’s mission is to inspire our clients to achieve True Wealth through education, communication and service. |
Banking, Finance, Financial Services, Professional Services, Wealth Management | Omaha, Nebraska, United States |
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Rosecut Rosecut is your financial planning partner and investment manager, that helps you achieve your long-term life goals. |
Financial Services, FinTech, Personal Finance, Wealth Management | London, England, United Kingdom |
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InRento InRento is EU's first licensed buy-to-let investment platform, where investor can earn rent and capital gains from €500 |
Asset Management, Financial Services, FinTech, Real Estate, Real Estate Investment, Rental Property, Trading Platform, Wealth Management | Vilnius, Vilniaus Apskritis, Lithuania |
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Yingmi.cn yingmi.cn is a wealth management and fund sales service provider company. |
Finance, Financial Services, Wealth Management | Guangzhou, Guangdong, China |
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FELS Group - FollowMyMoney FELS operates the leading marketplace for social wealth management - FollowMyMoney.de - 20K investment products and recommendations |
Asset Management, Finance, Financial Services, FinTech, Trading Platform, Wealth Management | Frankfurt, Hessen, Germany |