Investment & Wealth Tech

Companies: 12,044
Overview

Investment & Wealth Tech is a key segment within the Financial Services sector, comprising 12,044+ companies actively operating in this space.

This segment represents businesses focused on specific activities and services within Financial Services. Companies in this segment share common characteristics, market positioning, and often face similar challenges and opportunities.

Browse the comprehensive directory of Investment & Wealth Tech companies to access detailed profiles, financial information, funding rounds, investor details, and other critical business intelligence for research, due diligence, and market analysis.

Top Companies in Investment & Wealth Tech

Discover leading companies in this segment, ranked by company performance and market presence.

Squarespace
squarespace.com

Cloud-based website builder tool

Founded 2003
Location New York, New York, United States
Revenue USD 13.31 M As on 31 Dec 2024
EBITDA USD 1.15 M As on 31 Dec 2024
Net Profit USD 820.57 K As on 31 Dec 2024
Employees 87 As on 31 Dec 2024
Total Funding USD 591.5 M As on 16 Jan 2025
Valuation USD 10 B As on 16 Mar 2021
Delta Capita
deltacapita.com

Provider of consulting, managed services, and technology solutions for financial services

Founded 2010
Location London, England, United Kingdom
Total Funding USD 90.15 M As on 31 Mar 2023
Valuation USD 13.61 M As on 31 Mar 2023
Angel List
angellist.com

Alternative investment platform for startups and investors is operated.

Founded 2010
Location San Francisco, California, United States
Employees 178 As on 31 Dec 2023
Total Funding USD 100 M As on 09 Mar 2022
Mysten Labs
mystenlabs.com

Web3 infrastructure solutions are offered via a blockchain platform.

Founded 2021
Location Palo Alto, California, United States
Total Funding USD 336 M As on 08 Sep 2022
Valuation USD 2 B As on 08 Sep 2022

Mutual funds, portfolio management, and retirement planning services are offered.

Founded 2001
Location Mumbai, Maharashtra, India
Revenue USD 198.28 M As on 31 Mar 2025
EBITDA USD 131.21 M As on 31 Mar 2025
Net Profit USD 85.56 M As on 31 Mar 2025
Employees 1,840 As on 31 Mar 2024
Total Funding USD 142.4 M As on 03 Apr 2017
HUB International
hubinternational.com

Investment advisory, insurance distribution, and risk management services are provided.

Founded 1998
Location Chicago, Illinois, United States
Total Funding USD 1.6 B As on 12 May 2025
Geojit
geojit.com

Investment consultant for future & options and commodities

Founded 1987
Location Kochi, Kerala, India
Revenue USD 87.38 M As on 31 Mar 2024
EBITDA USD 34 M As on 31 Mar 2024
Net Profit USD 19.63 M As on 31 Mar 2024
Employees 2,690 As on 31 Mar 2024
SkorLife
skorlife.com

Developer of a platforms offering credit score checks

Founded 2021
Location Jakarta, Jakarta, Indonesia
Total Funding USD 12.4 M As on 14 Jan 2025

AI-enabled financial planning and advisory solutions are provided for individuals.

Founded 2018
Location New York, New York, United States
Total Funding USD 222.01 M As on 09 Sep 2025
Valuation USD 842 M As on 12 May 2022

Venture capital investments and support for entrepreneurs in technology and innovation sectors.

Founded 1911
Location Redwood City, California, United States
Revenue USD 691.23 K As on 31 Mar 2023
EBITDA USD 248.1 K As on 31 Mar 2023
Net Profit USD 157.32 K As on 31 Mar 2023
Swissquote
swissquote.com

Financial trading solutions are provided via an online platform.

Founded 1996
Location Gland, Vaud, Switzerland
Revenue USD 811.34 M As on 31 Dec 2024
EBITDA USD 435.38 M As on 31 Dec 2024
Net Profit USD 324.71 M As on 31 Dec 2024
Employees 1,220 As on 31 Dec 2024
Raise Holding
raiseholding.co

Technology-led financial products and infrastructure services are provided for consumers.

Founded 2021
Location Mumbai, Maharashtra, India
Revenue USD 1.98 M As on 31 Mar 2024
EBITDA USD 66.82 K As on 31 Mar 2024
Net Profit USD 173.06 K As on 31 Mar 2024
Employees 1 As on 09 Oct 2025
Total Funding USD 145.66 M As on 06 Oct 2025
Valuation USD 91.63 M As on 26 Nov 2021
Nelogica
nelogica.com.br

Technical analysis tools are offered for capital market trading.

Founded 2003
Location Porto Alegre, Rio Grande Do Sul, Brazil
Total Funding USD 105.4 M As on 26 Nov 2020
NYDIG
nydig.com

Services for cryptocurrency investing, lending, and borrowing are provided.

Founded 2017
Location New York, New York, United States
Total Funding USD 1.36 B As on 15 Dec 2021
Encore Capital Group
encorecapital.com

Encore Capital Group is engaged in specialty finance and debt recovery.

Founded 1953
Location San Diego, California, United States
Revenue USD 1.3 B As on 31 Dec 2024
EBITDA USD 308.09 M As on 31 Dec 2024
Employees 7,350 As on 31 Dec 2024
EquiSoft
equisoft.com

Digital solutions for insurance and wealth management are provided.

Founded 1994
Location Montreal, Quebec, Canada
Revenue USD 2.64 M As on 31 Mar 2023
EBITDA USD 365.52 K As on 31 Mar 2023
Net Profit USD 237.54 K As on 31 Mar 2023
Employees 95 As on 01 Apr 2024
Total Funding USD 134.02 M As on 01 Mar 2023

Private equity investments are directed toward multiple sectors.

Founded 1986
Location Washington, District Of Columbia, United States
Revenue USD 5.29 B As on 31 Dec 2024
EBITDA USD 1.7 B As on 31 Dec 2024
Net Profit USD 1.02 B As on 31 Dec 2024
Employees 2,300 As on 31 Dec 2024
Groundfloor
groundfloor.com

Fractional real estate investments are facilitated for individual investors.

Founded 2013
Location Atlanta, Georgia, United States
Total Funding USD 34.26 M As on 09 Jan 2026
Elyse Energy
elyse.energy

Production of e-methanol and sustainable aviation fuel

Founded 2020
Location Lyon, Auvergne-rhone-alpes, France
Total Funding USD 126.1 M As on 05 Dec 2024
Lighthouse Canton
lighthouse-canton.com

Wealth and asset management services are provided to clients.

Founded 2014
Location Singapore, Singapore
Revenue USD 13.07 M As on 31 Dec 2024
Total Funding USD 40 M As on 05 Nov 2025

Explore Companies in Investment & Wealth Tech

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