| Startup | Description | Categories | Links | HQ | Status | Money Raised |
|---|---|---|---|---|---|---|
|
Y
Yuncaijing.com (云财经)
|
Financial media outlet and stock information platform | Trading, Investing |
|
China | alive | $1.6M |
|
|
Stockmarket experts work on your investment portfolio | Trading, Investing |
|
Portugal | acquired | |
|
|
Rating platform for private investments that combines smart algorithm and crowd wisdom | Trading, Investing |
|
Israel | alive | $5.3M |
|
|
Social Trading platform for Forex, CFDs and Binary Options | Trading, Investing |
|
Greece | alive | |
|
|
Wealth management platform that provides investment professionals with the tools required to manage complex global portfolios. | Wealth Management |
|
USA | alive | $65.84M |
|
|
AdvisorEngine is an all-in-one platform helping financial advisors scale and grow their business. | Wealth Management |
|
USA | alive | $27.3M |
|
|
It provides integrated and comprehensive solutions for wealth management, universal and retail banks | Wealth Management |
|
Switzerland | alive | $302.14M |
|
|
Wealth Management |
|
Sweden | alive | ||
|
|
Wealth Management |
|
China | |||
|
|
B2B robo advisor digital wealth management | Wealth Management |
|
Singapore | alive | $400k |
|
|
Robo advising financial advisory platform | Wealth Management |
|
India | alive | |
|
|
It allows retail investors to invest in a personal tailored and scientifically diversified portfolio. | Wealth Management |
|
Germany | alive | $5.19M |
|
|
Online asset allocation research, advisory, and execution service for the professional market | Wealth Management |
|
UK | alive | |
|
|
It offers fast way for wealth managers to increase sales. | Wealth Management |
|
Singapore | alive | $15.93k |
|
|
Financial services and wealth management platform | Wealth Management |
|
China | alive | $80M |
|
|
Wealth management | Wealth Management |
|
USA | alive | |
|
|
Web-based wealth management technology solutions | Wealth Management |
|
USA | acquired | $27.5M |
|
|
Gear Investments is an online discretionary wealth manager. | Wealth Management |
|
UK | alive | |
|
|
Strategic investment and wealth management financial firm | Wealth Management |
|
China | alive | $30M |
|
|
Private wealth management platform for millennials. | Wealth Management |
|
USA | alive | $1.85M |
|
|
Financial service platform for wealth management | Wealth Management |
|
China | alive | $18.5M |
|
|
Digital tools to help people make smarter choices with their money | Wealth Management |
|
UK | alive | |
|
|
Automated investment manager | Wealth Management |
|
Spain | alive | $1.15M |
|
|
Lifestyle driven wealth lifter | Wealth Management |
|
France | alive | |
|
|
Digital platform for wealth management | Wealth Management |
|
Germany | alive | $4.74M |
|
|
Digital wealth manager | Wealth Management |
|
UK | alive | $29.81M |
|
|
Wealth Management |
|
Canada | alive | $1.5M | |
|
|
Digital wealth manager | Wealth Management |
|
UK | alive | $89.83M |
|
|
Provides wealth managers with digital advice tools to enhance the client experience and connect with and convert more prospects. | Wealth Management |
|
USA | alive | |
|
|
One-stop-shop pension platform | Wealth Management |
|
Bulgaria | alive |