57 Wealth Management Companies
That Have Made significant changes to their website

Mintos

Latvia (2014)

Create your wealth.

Wealthsimple

Toronto, Canada (2014)

All of your investing, made simple.

Wealthfront

Palo Alto, United States (2011)

Save and invest for what’s next.

Farther

New York, United States (2019)

Welcome to Intelligent Wealth

Wealth.com

New York, United States (2021)

The #1 Estate & Tax Planning Platform in Wealth Management

LIQID

Berlin, Germany (2016)

We're revolutionizing financial investment.

Freetrade

London, United Kingdom (2017)

We're on a mission to become the default place to invest. When you invest, your capital is at risk.

Vive

The Netherlands (2019)

Future money. Through your employer, owned by you.

getquin

Berlin, Germany (2020)

Your entire wealth. One platform.

ESGpedia

Singapore (2019)

The Nexus of ESG

Carry

(2022)

Carry helps business owners and modern professionals build wealth.

Moneyfarm

London, United Kingdom (2011)

By your side to make you one step closer to achieving your financial goals.

Quicko

Ahmedabad, India (2015)

India’s fastest growing tax platform | 2M happy taxpayers | Building sandbox.co.in | Zerodha funded start...

Sarwa ثروة

United Arab Emirates (2017)

Make money work. Sarwa is regulated by the FSRA in the ADGM.

Century Services

Calgary, Canada (1983)

Supporting Canadian businesses through appraisals, liquidation, and recovery — built on over 40 years of...

Tribevest

Columbus, United States (2018)

A platform for Investor Groups. Form & fund your multi-member micro-business in hours.

Monzo

London, United Kingdom (2015)

Time is money. Make the most out of both with Monzo. Your new favourite bank.

1fs Wealth

London, United Kingdom (2019)

Best-in-class wealth technology and data platform for family offices and high net worth individuals

Bloom

San Francisco, United States (2021)

Investing app that teaches the next generation how to build wealth.

Trustate

Tampa, United States (2020)

Automate and streamline the entire trust and estate lifecycle at the click of a button.

Eko

New York, United States (2020)

Investing as a service for banks and CU | Self-directed, Guided, Hybrid, IRAs, HSAs and Crypto investing,...

Wellthi

Arlington, United States (2021)

Wellthi is a fintech social enterprise, turning goals into realities, and customers into communities.

CogniCor | AI for Financial Advisors

Palo Alto, United States (2018)

The AI Intelligence Layer for the Wealth Management Industry

Flanks

Spain (2019)

Redefining the wealth management industry worldwide

Ramify

France (2021)

Votre patrimoine, notre expertise

Plaid

San Francisco, United States (2013)

On a mission to unlock financial freedom for everyone. Join us!

Acorns

Irvine, United States (2012)

🌳 Acorns / Grow your financial wellness 🌱 Acorns Early / Grow your kid’s money skills

ZILO™

London, United Kingdom (2020)

It is time for change. In every dimension ZILO™ has reimagined global transfer agency software.

SageWealth

Berlin, Germany (2020)

Sustainable investing made simple.

RIDE Capital

Berlin, Germany (2018)

Finanzielle Freiheit für Menschen, früher im Leben. Das ist die Vision von RIDE

growney GmbH

Berlin, Germany (2014)

The award-winning robo-advisory platform for you and your customers.

Xaver

Koln, Germany (2023)

Platform that seamlessly blends technology with your financial needs, creating an experience that's not j...

7Assets GmbH

Mannheim, Germany (2021)

Dein gesamtes Vermögen mit allen Anlagen, Investitionen und Beteiligungen komfortabel verwalten. Track to...

Alpian Bank

Geneva, Switzerland (2019)

Banking. Saving. Investing. Pillar 3a.

Kapital

Mexico (2020)

El banco que impulsa la gestión financiera con el poder de la IA.

Savart

Hyderabad, India (2017)

Dream Up.

Simple

Denmark (2015)

Simple powers the next generation of family offices.

Monstro

New York, United States (2021)

Operating system for governed financial intelligence

You Need a Budget (YNAB)

(2004)

Master Your Finances: From Paycheck to Prosperity with the Ultimate Personal Finance App

Yieldstreet

New York, United States (2015)

We empower investors to grow their wealth outside of the stock market through private markets.

Harness

New York, United States (2018)

Our mission is to help our clients build confidence in the path to their best financial future.

FNZ

London, United Kingdom (2004)

Wealth management platforms for financial advisers, direct customers and the workplace

Nutmeg

(2011)

Redefining financial management with intelligent, straightforward, and fair online investment services

Fidelity Investments

Boston, United States (1946)

Here to help you grow your savings and invest in the life you want.

Alkymi

New York, United States (2017)

The Enterprise AI Platform for Private Markets Data

Drahim | دراهم

Saudi Arabia (2021)

اُحكم دراهمك.

Rise

Nigeria (2019)

A digital dollar asset manager providing Nigerians with access to foreign investments.

Authenteq - an FNZ company

(2015)

Safeguard your future with rapid, secure, and entirely automated identity verification.

UPTIQ

Mckinney, United States (2022)

The AI Platform for Financial Services. Your processes. Fully managed by intelligent, autonomous agents.

Pluto.markets

Denmark (2021)

Changing the way you invest

COMETUM Capital

Munchen, Germany (2020)

Driving innovations in private markets

Artscapy

London, United Kingdom (2021)

Simple, secure and accessible art collecting for forward-thinking investors.

DAIZY

New York, United States (2018)

Compliant AI-powered investment communications, from fund reporting to portfolio storytelling and sales t...

goodfin

San Francisco, United States (2022)

Building the next generation of wealth