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31,975 companies tracked across legal tech, GRC, fintech and risk.

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Segment

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

20 companies matching · page 1 of 2

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

RiseUp

$30M

RiseUp offers a platform that helps users make good financial decisions. wealth manager

WealthTech·Personal Finance·Israel

Linxo

$26M

Linxo is a web based personal financial management service that helps consumers analyze, manage and optimize their financial assets.

WealthTech·Personal Finance·France

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

Lumio Technologies

$3M

Lumio is you Intelligent wealth mentor. With the simple aim to maximize your money around your lifestyle

WealthTech·Personal Finance·United Kingdom

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

Aperio Financial Services

Financial Planner

WealthTech·Personal Finance·Australia

Astor

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

WealthTech·Personal Finance·United States of America

CannyKin

your personal assistant

WealthTech·Personal Finance·India

Capitalmind

Investment Research and Wealth Management

WealthTech·Personal Finance·India

Contalisto

Your pocket accountant

WealthTech·Personal Finance·Mexico

Kloud Accountants

Bookkeeping in the cloud

WealthTech·Personal Finance·United Kingdom

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

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