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1. Insigneo
Insigneo is a main worldwide abundance the executives firm that enables free venture experts.
💵Likely to outsource
Design Software Engineering Marketing Branding🔥Millions Raised
$100M in 2022
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2. Koshex
Koshex provides a personal finance and wealth management service.
💵Likely to outsource
Marketing Sales Strategy Consulting Hiring🔥Millions Raised
$2.1M in 2022
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3. Responsive
Responsive is a hybrid wealth advisor solution for banks and private managers.
💵Likely to outsource
Design Marketing Branding Hiring🔥Millions Raised
$2.8M in 2022
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4. Wint Wealth
Wint Wealth offers high net-worth individuals and retail investors, asset-backed fixed income products that offer higher returns than fixed deposits.
💵Likely to outsource
Design Engineering Marketing Branding🔥Millions Raised
$14.4M in 2022
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5. Acorns
Acorns is a finance company that allows individuals to round up purchases and automatically invest the change.
💵Likely to outsource
Sales Business Consulting🔥Millions Raised
$300M in 2022
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6. Veris Wealth Partners
Veris Wealth Partners is a pioneering wealth management firm and a recognized leader in sustainable and impact investing.
💵Likely to outsource
Design Engineering Branding Hiring🔥Millions Raised
$0.1M in 2022
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7. Velexa
Velexa's effective money management innovation stage enables monetary organizations and troublesome players to gain by the interest for current and pervasive financial planning arrangements by new-age financial backers.
💵Likely to outsource
Design Software Engineering Branding Sales🔥Millions Raised
$1.1M in 2022
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8. Savvy Wealth
Savvy Wealth is a technology-driven wealth management firm with an emphasis on building software for clients and advisors.
💵Likely to outsource
Marketing Sales Hiring Management Consulting🔥Millions Raised
$7.3M in 2022
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9. Covr Financial Technologies
About Covr Financial Technologies Founded in 2016, Covr offers a full suite of digital life insurance platforms, tools and planning services for financial institutions, including: Covr Advisor for financial advisors, Covr Consumer for offering insurance products directly to customers financial institutions and Covr Insights for inforce policy management.
💵Likely to outsource
Design Engineering Branding Strategy Consulting🔥Millions Raised
$15M in 2022
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10. Jarden
Jarden is a financial service firm that provides investment banking products and services.
💵Likely to outsource
Design Engineering Marketing Branding🔥Millions Raised
$40.3M in 2022
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11. PECULIUM
Since 2017, Peculium has strived to bring advanced wealth management services to the world of digital assets.
💵Likely to outsource
Engineering Sales Hiring🔥Millions Raised
$10.8M in 2022
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12. ETFLogic
LOGICLY is a cloud-hosted, web-based platform that automates, simplifies, and streamlines portfolio management with a custom-indexing hybrid approach that uses ETFs and single stocks to diversify exposures.
💵Likely to outsource
Design Engineering Branding Hiring🔥Millions Raised
$0.1M in 2022
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13. Waterfield Advisors
Waterfield Advisors is a Multi-Family Office and Wealth Advisory Firm.
💵Likely to outsource
Design Engineering Marketing Branding🔥Millions Raised
$6M in 2022
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14. Koda Capital
Koda is a wealth management firm providing solutions in structuring & tax, investment strategy, social capital, and family leadership.
💵Likely to outsource
Design Engineering Marketing Branding🔥Millions Raised
Undisclosed in 2022
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15. Delio
Delio’s technology, expertise and network power the private market strategies of the world’s most respected financial institutions.
💵Likely to outsource
Hiring Business Consulting🔥Millions Raised
$8.3M in 2022
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16. Finhay
Finhay is an abundance the board stage that helps individual financial backers miniature put resources into shared reserves and permits them to carefully helpfully get to monetary items.
💵Likely to outsource
Software Engineering Sales Business Consulting Management Consulting🔥Millions Raised
$25M in 2022
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17. Kristal.AI
Kristal.
💵Likely to outsource
Strategy Consulting Business Consulting Management Consulting🔥Millions Raised
$6.3M in 2022
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18. CogniCor
CogniCor's CIRA stage helps influence the expense reserve funds of AI while giving Financial guides and reps logical data in an effective and customized way by means of regular discussion and keeps up with consistency over Firm's happy utilizing information diagrams.
💵Likely to outsource
Design Marketing Branding Business Consulting🔥Millions Raised
Undisclosed in 2022
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19. Wealth
Wealth is a comprehensive estate planning platform that empowers people to create, manage and visualize their plans digitally.
💵Likely to outsource
Design Branding Business Consulting Management Consulting🔥Millions Raised
$16M in 2022