22–23 SeptStarts in 10 hours, 55 minutes and 57 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 9 of 43

YieldX

$36M

YieldX introduces a fixed income investing with an end-to-end digital platform that powers personalization at scale.

WealthTech·Investment·United States of America

Bumped

$35M

Bumped allows users to receive shares of stock and securities from their favorite brands while they shop.

WealthTech·Investment·United States of America

Compound Financial

$35M

Compound is a family office for people who work in tech. Built by engineers who know what QSBS is and CFAs who know what APIs are.

WealthTech·Investment·United States of America

Derivative Path

$35M

Derivative Path offers a technology-led solution to assist banks and end-users in executing OTC derivatives.

WealthTech·Investment·United States of America

Accern

$35M

Accern is a no-code NLP platform to help data scientists extract insights from unstructured data.

WealthTech·Text Analytics·United States of America

GROUNDFLOOR

$35M

GROUNDFLOOR is a crowdsourced real estate investing and lending platform that makes private capital markets open to all.

WealthTech·Real Estate·United States of America

CommonStock

$35M

Commonstock social network for stocks and crypto built on top of every existing brokerage

WealthTech·Investment·United States of America

CoinRoutes

$34M

CoinRoutes is a crypto trading software provider.

WealthTech·Investment·United States of America

Savvy Wealth

$34M

Savvy Wealth is a technology-driven wealth management firm with an emphasis on building software.

WealthTech·Investment·United States of America

FIDx

$33M

FIDx provides retirement planning, wealth planning, financial advice, and planning services to protect individuals and families.

WealthTech·Investment·United States of America

Compound Labs

$33M

Compound is an open-source interest rate protocol that unlocks new financial applications.

WealthTech·Investment·United States of America

Domain Money

$33M

A seamless and secure platform to invest in both stocks and cryptocurrencies.

WealthTech·Investment·United States of America

Green Dot

$33M

Green Dot Corporation provides retail-based financial services for businesses and money management solutions for consumers based in the U.S.

WealthTech·Investment·United States of America

Eckard Enterprises

$33M

Eckard Enterprises is an asset management company that focuses on providing families access to diverse, alternative investments.

WealthTech·Investment·United States of America

Dinari

$32M

Dinari issues 1:1 backed Real World Asset tokens of stocks, ETFs, bonds, REITs, and other assets on the blockchain.

WealthTech·Investment·United States of America

Tidal Financial Group

$32M

Tidal Financial Group (Tidal) is a leading ETF investment and technology platform facilitating the creation, operation and growth of ETFs.

WealthTech·Investment·United States of America

Luminary

$32M

Visualize and manage trust & estate strategies on one platform. Luminary is a software company that develops an AI platform for wealth transfer and estate planning.

WealthTech·Estate·United States of America

Vinyl Equity

$32M

Vinyl Equity is a transfer agent building modern infrastructure and services for publicly traded companies.

WealthTech·Automation·United States of America

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