22–23 SeptStarts in 3 days, 14 hours, 10 minutes and 34 secondsBeacon Collective: Illuminate 2026Event details

Companies

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

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United States of America

759 companies

United States of America · 759 companies · Show all countries · 75 countries placed

Segment

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

11 companies matching

MoneyLion

$228M

MoneyLion is a mobile personal finance and consumer lending platform.

WealthTech·Personal Finance·United States of America

Earned Wealth

$212M

Earned Wealth is a wealth management platform that provides personalized financial planning and investment strategies for doctors.

WealthTech·Personal Finance·United States of America

Earny

$12M

Earny is your personal assistant who automatically gets you money back on almost every item you buy.

WealthTech·Personal Finance·United States of America

Alphathena

$8M

Alphathena offers AI driven personalization platform for Financial Advisors and Wealthtech industry.

WealthTech·Personal Finance·United States of America

Olomon

$3M

Take control of your financial future. Financial organization for the modern wealth builder. A live personal finance platform that brings clarity, context, and confidence to every financial decision.

WealthTech·Personal Finance·United States of America

1787fp

1787fp is a financial planning platform. Our mobile app allows you to track your finances, manage your investments, and monitor your credit – on one unified platform. Robo Advisor

WealthTech·Personal Finance·United States of America

Astor

Astor offers a platform for sharing and growing investment portfolios through networking and shared insights.

WealthTech·Personal Finance·United States of America

SimplePF

Replacing the need for a financial advisor

WealthTech·Personal Finance·United States of America

Status

Status Money is the first and only personal finance management (PFM) website that lets you anonymously compare your finances to millions of other people.

WealthTech·Personal Finance·United States of America

The Lifestyle Accountant

Empowering accountants to achieve their ideal lifestyle.

WealthTech·Personal Finance·United States of America

Walleee

Smart Wallet that lets users save money & become better money managers

WealthTech·Personal Finance·United States of America

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