22–23 SeptStarts todayI’m at Beacon Collective: Illuminate 2026Event details

Companies

31,929 companies tracked across legal tech, GRC, fintech and risk.

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75 countries placed

Segment

WealthTechTechnology used by investors. Technically a large subset of FinTech.

28 companies matching · page 1 of 2

Model ML

$88M

Model ML is a finance-focused AI agent and software suite embedded in Excel, PowerPoint, Outlook and internal systems, built for Wall Street workflows (IB, consulting, PE/credit, asset/wealth), offering secure, firm-grade tools for docs, grids, chat, notes and dashboards.

WealthTech·Automation·United States of America

8 Securities

$54M

Asia’s first robo-advisor and free stock trading service. Mobile, simple and fast.

WealthTech·Automation·China

Nevis

$40M

Nevis is an AI platform for wealth management that automates advisor workflows—meeting summaries, task generation, prep, search, emails, and account opening—so advisors spend more time with clients. Trusted by major firms, SOC 2 certified, uses enterprise AI

WealthTech·Automation·United States of America

Lysa

$38M

Lysa is a digital portfolio management service that allows you to invest as a Nobel Prize winner. Nordic automated investment service

WealthTech·Automation·Sweden

Wealthnavi

$33M

WealthNavi offers a cloud-based asset management and robo-advisory service that helps middle-income people better locate diversified investments internationally

WealthTech·Automation·Japan

Vinyl Equity

$32M

Vinyl Equity is a transfer agent building modern infrastructure and services for publicly traded companies.

WealthTech·Automation·United States of America

Landytech

$25M

Landytech offers software based investment reporting solutions to asset managers, family offices and fiduciaries. Automated investment reporting to help streamline reporting processes and inform investment decision making

WealthTech·Automation·United Kingdom

Abyan Capital

$18M

Abyan Capital is a financial service company that provides an automated solution and portfolio management for long-term investments.

WealthTech·Automation·Saudi Arabia

Streetbeat

$12M

StreetBeat offers a solution that is a combination of online brokerage and hybrid Robo-advisor.

WealthTech·Automation·United States of America

Soldera

$8M

Soldera enables renewable energy producers to earn additional income through an automatic guarantee of the origin trading system.

WealthTech·Automation·Estonia

inbestMe

$5M

Welcome to the New Way to Invest. We are a robo-advisor based in Barcelona that invests in ETF portfolios with up to 11 risk profiles.

WealthTech·Automation·Spain

Bambu

$3M

Bambu is a robo-advisor solution provider offering financial and consumer brands.

WealthTech·Automation·Singapore

Passiv

$3M

Wealth automation for self-directed investors. Manage all your investments from a single dashboard and leave the tedious things to Passiv.

WealthTech·Automation·Canada

Bloqhouse Technologies

$3M

Automate investment ops & engage investors with our white-label software for investment funds and investment platforms. ⁠⁠⁠Bloqhouse is on a mission to make investing accessible to anyone, anywhere.

WealthTech·Automation·Netherlands

Meteo-Logic

$3M

Meteo-Logic is a data analytics company; bringing unique algo-trading and weather prediction capabilities into the energy commodity market.

WealthTech·Automation·Israel

AIM

$2M

AIM (Automated Investment Management) allows users in Korea to make trades and investments via their smartphone. AI Roboadvisor

WealthTech·Automation·South Korea

Market Dynamics

$652K

The first fully visual no-code systematic strategy creation tool built for professional traders

WealthTech·Automation·United Kingdom

Vestinda

$285K

AI-driven trading automation platform. No-code environment to build and automate portfolios

WealthTech·Automation·Romania

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