WealthTech companies

Vanilla Technologies provides an AI-powered estate advisory platform that helps financial advisors deliver estate planning advice at scale through scenario mode…

Nevis is an AI platform that automates administrative workflows for financial advisors, managing over $50 billion in assets under management across offices in N…

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

Apex Fintech Solutions builds cloud-native, API-driven infrastructure with real-time ledgers and compliance automation that power over 20 million investment acc…

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

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

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

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

ClassWallet runs a patented digital wallet platform that distributes, tracks and reports public funds for schools, agencies and nonprofits across 33 U.S. states…

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

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

Cetera is an independent wealth hub providing financial technology, research, and support services to a national network of financial advisors.