Wealth Tech companies

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…

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

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

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