22–23 SeptStarts in 1 day, 11 hours, 49 minutes and 53 secondsBeacon Collective: Illuminate 2026Event details

Companies

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

Ask our AI

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.

759 companies matching · page 4 of 43

FundGuard

$156M

The New Generation Investment Accounting Platform. FundGuard is an artificial intelligence-powered and cloud native investment accounting operating system.

WealthTech·Investment·United States of America

Bitwise

$155M

Bitwise is a crypto-specialist asset manager for individuals, investment managers, and institutions navigating cryptocurrency.

WealthTech·Investment·United States of America

Rogo

$154M

The AI platform for finance. Rogo provides an enterprise AI platform for automating research, workflows, and document creation in finance.

WealthTech·Research·United States of America

Ellevest

$153M

Ellevest provides an engaging investing experience to help women meet their financial goals in life.

WealthTech·Investment·United States of America

Opto Investments

$145M

Opto Investments offers a complete solution for independent investment advisors to access private market investments.

WealthTech·Investment·United States of America

Talos

$145M

Talos is an end-to-end crypto trading platform that provides digital asset trading technology for lenders, brokers, and investors.

WealthTech·Investment·United States of America

Vontive

$143M

Vontive is an embedded mortgage platform for investment real estate.

WealthTech·Real Estate·United States of America

Cadre

$133M

Cadre is an online marketplace that connects investors and operators of real estate.

WealthTech·Real Estate·United States of America

Vise

$128M

Vise is an AI-driven portfolio management platform built and designed for financial advisors.

WealthTech·Data Analytics·United States of America

iTrustCapital

$128M

iTrustCapital is a digital asset investment platform to buy and sell Cryptocurrencies and Physical Gold real-time.

WealthTech·Investment·United States of America

Ocrolus

$127M

Ocrolus is a document automation platform in financial services that powers the digital lending ecosystem with trusted data.

WealthTech·Fraud Detection·United States of America

Motif

$127M

Motif is a financial service company offering thematic investing to individual and institutional investors.

WealthTech·Investment·United States of America

PeerStreet

$122M

PeerStreet is a crowdfunding platform that gives investors easy access to high-yielding loans that are collateralized with real estate.

WealthTech·Investment·United States of America

Propy

$118M

Propy is an end-to-end real estate transaction management platform that facilitates real estate transactions online. Propy's mission is to facilitate the conversion of real estate to an accessible investment platform open to anyone in their world. To make that happen we’ve created Propy - a real estate listing platform, a transaction...

WealthTech·Real Estate·United States of America

Rally Rd.

$116M

Rally is a platform for buying and selling equity shares in collectible assets, enabling anyone to invest in one-of-a-kind collectibles.

WealthTech·Investment·United States of America

Atom Finance

$116M

Atom is the modern financial knowledge platform. Our mission is to democratize access to high-quality investment research resources.

WealthTech·Investment·United States of America

Halo Investing

$115M

Halo Investing is a financial technology platform that provides structured note investments to the average investor.

WealthTech·Investment·United States of America

Novel Partners

$115M

Novel Partners is a revenue-based financing venture fund that provides flexible capital solutions to early-stage software companies.

WealthTech·Credit·United States of America

All countries

75 countries matching the current filters. Pick one to filter the directory.

All areas

30 areas matching the current filters. Pick one to filter the directory.