22–23 SeptStarts in 1 day, 4 hours, 39 minutes and 19 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.

759 companies matching · page 8 of 43

dub

$47M

Invest in people and ideas. Dub is a financial technology company that offers a copy-trading platform, allowing users to mirror the investment strategies.

WealthTech·Investment·United States of America

CNote

$45M

CNote enables corporations, foundations, and individuals to investment and make deposits into underserved communities.

WealthTech·Investment·United States of America

Enigma.co

$45M

The data-driven crypto investment platform. Powered by the Enigma data marketplace.

WealthTech·Investment·United States of America

Nuvo.com

$45M

Scale trade partnerships with speed & confidence. Nuvo is a modern trade credit platform for B2B commerce.

WealthTech·Investment·United States of America

Stockpile

$45M

Stockpile is the easiest way for beginners, including kids and millennials, to learn about stock, invest in stocks or to gift stocks.

WealthTech·Investment·United States of America

Chain

$44M

We partner with leading organizations to build blockchain networks that transform markets.

WealthTech·Investment·United States of America

Stocktwits

$43M

Stocktwits is a real-time financial communications platform for the financial and investing community.

WealthTech·Communication·United States of America

Masttro

$43M

Masttro is a financial technology company that provides wealth information solutions for high-net worth families and family offices.

WealthTech·Investment·United States of America

Lively

$42M

Lively is a modern Health Savings Account (HSA) platform for employers and individuals.

WealthTech·Insurance·United States of America

Just2Trade

$40M

Just2Trade, Inc. is an online brokerage company designed for traders to seamlessly trade on an intuitive interface for $2.50 per trade plus an additional $0.50 per option contract.

WealthTech·Investment·United States of America

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

Entera

$40M

The premier full service SaaS + Services platform for professional single-family real estate investors

WealthTech·Real Estate·United States of America

Origin Protocol

$38M

The blockchain platform for building decentralized marketplaces. We empower developers and businesses to build decentralized marketplaces on the blockchain. Our protocol makes it easy to create and manage listings for the fractional usage of assets and services.

WealthTech·Investment·United States of America

Visible Alpha

$38M

Visible Alpha delivers a data and analytics platform with comparable forecast models from the world's leading equity analysts. A proprietary new dataset and suite of tools to enhance institutional investors'​ ability to generate quantifiable insight into the future fundamentals of companies.

WealthTech·Data Analytics·United States of America

Blockfills

$37M

Blockfills is an institutional digital asset liquidity provider.

WealthTech·Investment·United States of America

GeoWealth

$37M

We are The Advisor's TAMP, built for RIAs like you. Reach out to learn more about our solutions or request a live demo. GeoWealth is an end-to-end technology platform and turnkey asset management platform (TAMP)

WealthTech·Investment·United States of America

Stacked Invest

$37M

Stacked is a smart automated crypto investing platform.

WealthTech·Investment·United States of America

Element Finance

$36M

Element Finance offers BTC, ETH, USDC, and DAI at a discount, introducing high fixed yield income to the DeFi market.

WealthTech·Investment·United States of America

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