22–23 SeptStarts in 3 days, 17 hours, 18 minutes and 34 secondsBeacon 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

Black Diamond Advisory

$25M

Black Diamond Advisory is a global digital finance transformation firm and a Platinum Partner of OneStream Software.

WealthTech·Consulting·United States of America

RockFi

$23M

RockFi is a private management company offering wealth management services.

WealthTech·Consulting·France

Private Wealth Asset Management

$21M

You can't buy peace of mind, but you can plan for it. Private Wealth Asset Management is a financial advisory firm.

WealthTech·Consulting·United States of America

OneAdvisory

$15M

OneAdvisory helps independent financial advisors to build ideal firms through strategic investments and advanced technology.

WealthTech·Consulting·United States of America

Heritage Family Offices

$9M

Heritage Family Offices specializes in taxation, wealth management, law, and insurance services.

WealthTech·Consulting·United States of America

Laird Norton Wealth Management

$8M

Laird Norton Wealth Management is a Seattle-based firm founded by clients for the benefit of clients.

WealthTech·Consulting·United States of America

Altonomy

$7M

Altonomy is a trading, advisory, and asset management firm specializing in cryptocurrency and digital assets.

WealthTech·Consulting·Singapore

Verve Financial Services

$3M

Verve Financial Services is a leading financial consulting firm committed to overall growth and success of our clients.

WealthTech·Consulting·India

Pathway Partners Wealth Advisors

$500K

Pathway Partners Wealth Advisors creates a financial roadmap that addresses the current needs of clients.

WealthTech·Consulting·United States of America

Armanino

CPA's & Consultants Who Know How To Help You Scale

WealthTech·Consulting·United States of America

Azure

Accountants and Coaches

WealthTech·Consulting·United Kingdom

BooksTime

Revolutionizing bookkeeping for small and medium-sized businesses

WealthTech·Consulting·United States of America

CNS Group WA

Help you to help us help others

WealthTech·Consulting·Australia

CoinFlow

CoinFlow is a consulting company that provides investment and financial services.

WealthTech·Consulting·Italy

ESKA

Business consulting

WealthTech·Consulting·New Zealand

Eldorado.co

The Eldorado innovation financing platform offers a support platform in the search for financing and fundraising as close as possible to the needs of entrepreneurs and project leaders.

WealthTech·Consulting·France

Embark

Filling gaps in financial environments.

WealthTech·Consulting·United States of America

Exclusive CFO

Contract CFO and Cloud Based Accounting for start-ups

WealthTech·Consulting·United States of America

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