Wealth Tech companies

Allocate, founded in 2021, provides infrastructure and AI-powered tools connecting wealth advisors and family offices with private fund managers, handling subsc…

Wealth.com provides an AI-powered estate and tax planning platform for wealth management firms to broaden access to planning services.

Wealth Enhancement Group is an independent wealth management firm providing comprehensive financial planning through a team-based approach since 1997.

Arta Finance builds a digital family office platform using AI and engineering to bring sophisticated wealth management to a broader investor base.

Quin Technologies GmbH operates getquin, a digital wealth management platform offering portfolio tracking, AI-powered risk ratings, and financial analytics for…

French fintech building a proprietary multi-agent AI platform for finance and wealth management, grounded in validated legal and tax databases.

InvestCloud provides a technology-driven global platform for wealth management, supporting over 550 clients with assets under management exceeding $6 trillion.

Fee-only registered investment advisory and financial planning firm, founded 1999, providing integrated wealth management including investment, tax, estate and…

Luminary develops an AI-native platform for wealth transfer services, converting legal documents into digital records for advisors.

Hightower is an independent wealth management firm founded in 2008, providing investment, financial and retirement planning and a technology-enabled platform fo…