List of companies in the wealth management industry

We handpicked from hundreds of companies in the wealth management industry that recently raised millions in funding. We provide you the tools to find new clients or partners to help them scale their business.

InvestSuite

Total Funding: US$16,977,205

Funding Type: Series A

Koshex

Total Funding: US$2,225,000

Funding Type: Seed

Kristal.AI

Total Funding: US$25,350,000

Funding Type: Series B

StashAway

Total Funding: US$73,654,125

Funding Type: Series D