wealthtech
(39)
Opto Investments
Opto is building the operating system behind bespoke private-market programs - turning fund formation, diligence, subscriptions, capital calls and reporting into one continuous workflow for wealth managers.
Doxim
For 25 years the Ontario-born, Michigan-based software company has done the unglamorous work behind your bank statement - turning paper-bound financial communications into omnichannel conversations for thousands of regulated institutions.
BETA DATA
The Shanghai wealthtech firm arming banks with AI advisory workbenches - now expanding across Asia from Singapore and Hong Kong.
Wealor
Wealor is a San Francisco startup building an AI-native platform for wealth managers. It creates a single source of truth across wealth management, tax, and legal, then runs specialized AI agents that automate back-office work directly inside firms' existing legacy systems using APIs and browser automation. Backed by Y Combinator (Spring 2026 / P26), it targets an industry that oversees roughly $90 trillion on infrastructure built decades ago, where advisors report spending most of their day on administrative work rather than with clients.
Samir Kaji
Samir Kaji is the co-founder and CEO of Allocate, a private markets platform that helps wealth advisors and family offices build and manage institutional-quality portfolios. Before founding Allocate, he spent about 22 years in venture banking at Silicon Valley Bank and First Republic Bank, where he advised more than 700 venture and private equity firms. He also hosts Venture Unlocked, a widely followed podcast and newsletter about how venture capital firms are built and scaled.
Tiffany Teng
Tiffany Teng is a product and marketing executive turned strategic operator who works on Strategic Projects for the CEO (fractional) at Jump, an AI assistant for financial advisors. A Stanford-trained student of how people make decisions, she pairs go-to-market and product marketing chops with a deep interest in behavioral psychology. She was named to the Innovate Finance Women in FinTech Powerlist 2020 and chairs the board of SaverLife, a nonprofit helping working families build savings.
Dan Zitting
Dan Zitting is the CEO of Nitrogen, the wealth management technology company formerly known as Riskalyze, best known for its Risk Number and advisor growth platform. Before wealthtech, he spent more than a decade building governance, risk and compliance software: he founded the cloud audit tool Workpapers.com, ran Galvanize (formerly ACL) as CEO and grew it to roughly $100M in ARR, and helped steer its roughly $1 billion sale to Diligent, where he served as Chief Product and Strategy Officer. He took the top job at Nitrogen in December 2023, focused on helping financial advisors reduce friction and grow through connected workflows and AI.
Caruso
Caruso is an AI-native fund administration and registry platform for private markets, built to replace the spreadsheets, manual workflows and fragmented tools that fund managers have long relied on. Founded in 2023 and headquartered in Sydney with offices in Dallas and Auckland, Caruso unifies investor onboarding, capital raising, fund accounting, registry operations and investor reporting into a single system, offered as software, outsourced services, or a hybrid of both. More than 80 fund managers running 900+ funds and $55B+ in assets under administration use the platform, including enterprise clients such as Centuria Capital Group.
DiligenceVault
DiligenceVault is a New York-based fintech company that runs a cloud, AI-native platform for investment due diligence. Founded in 2014 by former Citi risk head Monel Amin, it replaces the manual world of PDFs, spreadsheets and email with a connected system where asset allocators and asset managers exchange DDQs, RFPs, operational due diligence reviews, ESG data and Form ADV monitoring. The platform connects a network of more than 20,000 managers and tens of thousands of users across 150-plus countries, and is backed by Goldman Sachs Growth Equity.
Farther
Farther is a New York-based technology-driven wealth management firm that pairs human financial advisors with a proprietary 'Intelligent Wealth Platform.' Founded in 2019 by Taylor Matthews and Brad Genser, the company gives advisors an all-in-one digital ecosystem for financial planning, investing, tax optimization, and estate planning, while offering clients a family-office-style experience. After a $150 million Series D led by General Atlantic in 2026, Farther has grown to roughly $23 billion in recruited assets and ranks among the fastest-growing financial services firms in the United States.
IMTC
IMTC is a New York-based fintech that builds a cloud-native, AI-enhanced platform for fixed income investing. It combines portfolio construction, optimization, order management, risk and compliance, and reporting into one system, helping asset and wealth managers customize bond portfolios and separately managed accounts at scale while automating manual workflows. Founded in 2017 and led by CEO Russell Feldman, the company raised a $12M Series A in December 2025 led by Nyca Partners.
David Snider
David Snider is the founder and CEO of Harness, a New York wealthtech company that pairs people navigating startup equity, taxes, and estate decisions with a curated network of tax, financial, and legal advisers. Before Harness, he was COO and CFO of Compass, where he helped scale the real estate platform from pre-launch to a $1.8 billion valuation and raised every round from Series A through E. Earlier he invested more than $2 billion in deals at Bain Capital private equity and, as a college senior, wrote Money Makers, a finance primer built from interviews with leaders like Jamie Dimon and David Rubenstein.
Nitrogen (formerly Riskalyze)
Nitrogen, formerly Riskalyze, is an Auburn, California wealth-management software company that helps financial advisors grow their firms. It invented the Risk Number, a way to quantify an investor's risk tolerance and align it with their portfolio, and has expanded into a connected suite covering proposal generation, investment research, financial planning, client engagement, compliance and AI-assisted advisor workflows. More than five million investors have received a Risk Number, and the platform snaps into the gap between a firm's marketing, CRM and asset platforms to create a consistent client experience.
Percent
Percent is a New York-based fintech company building the technology infrastructure for the private credit market. Its platform digitizes the full lifecycle of private credit transactions - sourcing, structuring, syndication, surveillance and servicing - connecting corporate and asset-based borrowers, underwriters and accredited investors on a single, transparent marketplace. Founded in 2018 (originally as Cadence) by Nelson Chu, Percent has powered roughly $2 billion in transaction volume and offers short-duration, high-yield private credit deals with lower minimums than traditional channels.
Plotify
Plotify is a New York-based wealthtech, proptech and fintech company that lets sophisticated and high-net-worth investors around the world buy, finance and manage income-generating residential rental homes in the US and UK through a single app. Its signature 'Plot' - a single tenanted property held in its own single-owner LLC/SPV - bundles underwriting, optional point-of-purchase financing, property management, tenant management, insurance, tax and accounting into a tradable unit, compressing a single-family-rental purchase from an industry-average 52 days to about 10 minutes.
Seeds
Seeds is a New York-based wealthtech company that gives financial advisors an end-to-end platform for building personalized, values-aligned investment portfolios. Founded in 2020 by advisors Zach and Michael Conway, Seeds combines client assessment, proposal generation, direct indexing, tax-loss harvesting, rebalancing and trading into a single system - letting registered investment advisors (RIAs) deliver customized investing at scale without stitching together legacy tools. The company has raised more than $16.5 million, including a $10M Series A led by Portage in 2025.
Zoe Financial
Zoe Financial is a New York-based wealthtech company that connects individuals and families with vetted, independent fiduciary financial advisors while giving those advisors an all-in-one platform to run their practices. Founded in 2018 by former J.P. Morgan executive Andres Garcia-Amaya, Zoe pairs a rigorous advisor-matching service - it screens out roughly 95% of applicant advisors - with wealth-management software that handles account opening, funding, automated rebalancing, tax-efficient investing, direct indexing, and commission-free fractional trading. The company raised a $29.6M Series B in 2025 led by Sageview Capital, bringing total funding to about $45M.
Eden Ovadia
Eden Ovadia is the co-founder and CEO of FINNY, a New York-based AI prospecting platform built for financial advisors. A McGill-trained software engineer who worked in private equity and financial services at Boston Consulting Group, she launched FINNY in 2024 with Victoria Toli and Theodore Janson through Y Combinator. The company uses a proprietary F-Score to match advisors with high-intent prospects and automate outreach. FINNY raised a $17 million Series A led by Venrock in December 2025, bringing total funding above $20 million, and Ovadia was named to WealthManagement.com's Ten to Watch in 2025.
Ferdinand Roberts
Ferdinand Roberts is the founder and CEO of Asset Class, a fintech company building an end-to-end software platform for private capital firms - covering fundraising, investor relations, investor portals, deal flow, portfolio management and fund administration. A technology executive with more than 25 years in the sector and senior roles at Yahoo!, Cisco and Ariba, he launched Asset Class in 2020 after seeing firsthand how disjointed private-market operations were while running capital markets for a private equity firm. In 2024 the company raised an $11.6M Series A led by Canapi Ventures, serving 300+ funds and around $33 billion in serviced assets across offices in Dublin, New York, London and Atlanta.
Jump - Advisor AI
Jump is an AI assistant and intelligence engine built specifically for financial advisors. It turns client meetings, emails, and documents into notes, CRM updates, follow-ups, and audit-ready compliance records, aiming to give advisors back roughly 10 hours a week of administrative time. Founded in 2023 and publicly launched in January 2024, Jump is used by 35,000+ advisors and firms including LPL Financial, Equitable Advisors, and Allianz, and raised an $80M Series B led by Insight Partners in February 2026, bringing total funding to about $105M.
Russell Feldman
Russell Feldman is the co-founder and CEO of IMTC, a New York-based fintech building cloud-based portfolio management software for fixed income teams. He took the CEO seat in May 2022 when IMTC raised its first outside capital led by Nyca Partners, and has grown the company from serving small RIAs to top-tier asset managers. Before IMTC he worked in institutional sales and client advisory at Deutsche Asset Management, an experience he says was his real education in how broken fixed income tooling was.
Samantha Malone
Samantha Malone is Chief of Staff to the CEO at Farther, the New York-based wealthtech that turned unicorn in early 2026 on the back of a $150M Series D led by General Atlantic. She joined roughly five months before the round closed - her first startup - after an MBA at Chicago Booth and stints at McKinsey, Skydio, GoDaddy, and Apple's global finance projects. A Bay Area kid who commuted through Santa Clara's business school a year early, she is the person building the deck, running the room, and stitching the operating rhythm as Farther scales past $23B in recruited assets.
Atomic Insights
Atomic Insights is a San Diego-based wealthtech company building a centralized treasury and money-movement platform for registered investment advisors (RIAs) and family offices. Its software captures payment requests, orchestrates approvals, and executes wire and ACH transfers end-to-end through real-time custodian and bank APIs, replacing the manual, error-prone workflows that wealth managers have long stitched together by hand. Founded in 2023 and led by co-founder and CEO Lucas Babbitt, the company raised a $10 million seed round in January 2026 led by Aquiline Capital Partners, with participation from Northwestern Mutual Future Ventures.
Fispoke
Fispoke is a Florida-based fintech that gives independent financial advisors the private-banking toolkit normally reserved for the biggest institutions - without the advisor having to become a bank. Its platform embeds high-yield cash accounts, securities-backed loans, mortgages, advisor-branded credit cards, and business financing into the software advisors already use, handling the infrastructure, compliance, and execution behind the scenes. Founded in 2023 by Robert Clare and led by a bench of former wealth and banking executives, Fispoke raised over $2 million in seed capital and has partnered with First Rate and Wealthbox to bridge the long-standing gap between wealth management and banking.
Hapi
Hapi is a Peruvian-founded, YC-backed fintech that lets people across Latin America invest in U.S. stocks, ETFs and cryptocurrencies from their phones - with zero commissions, no minimums and an account you can open in about five minutes. Built to knock down the high fees and paperwork that historically kept Latin Americans out of the U.S. markets, Hapi has grown from 10,000 users in 2022 to a reported 500,000-plus clients across roughly 20 countries.
Robert Clare
Robert (Bob) Clare is the founder, CEO and board chairman of Fispoke, a wealth-infrastructure startup he co-founded in 2023 with Nathan Berk. Fispoke gives independent financial advisors a white-labeled private banking layer - cash, credit, securities-based loans and mortgages - traditionally locked inside wirehouses and private banks. A Georgetown MBA, Clare spent years in operating and consulting roles at Bank of America, Cognizant and JDX Consulting before deciding the advisor channel needed banking tools of its own. Fispoke has raised roughly $5.45M and signed partnerships with Broadridge, Bell Bank, Wealthbox and Sage Home Loans.
Satayan Mahajan
Satayan Mahajan is the founding CEO of Datalign Advisory, a Cambridge, Massachusetts fintech that matches Americans with vetted fiduciary financial advisors using AI and human-centered design. An MIT alumnus and Media Lab pioneer, he spent two decades building motion-capture and gaming companies (Motus, iClub) before an eight-year run at Amazon as a GM and Head of Product. He returned to startup mode in 2024 when Cogo Labs founder Dave Blundin recruited him to lead Datalign, which has since referred more than $80 billion in assets across thousands of advisors.
Alix
Alix is a San Francisco wealthtech company that automates estate settlement, the slow, paperwork-heavy process of closing a person's affairs after they die. Pairing agentic AI with human Settlement Specialists, Alix handles 100+ tasks, from asset discovery and debt negotiation to probate filings and account closures, that typically take an executor up to 900 hours over 9 to 18 months. Founded in 2023 by Alexandra Mysoor and Hugh Tamassia, the company raised a $20M Series A in July 2025 led by Acrew Capital, with backing from Charles Schwab and Edward Jones Ventures.
Eton Solutions
Eton Solutions is a wealth management technology company that builds AtlasFive, a cloud-native, AI-driven ERP platform purpose-built for family offices, multi-family offices, private equity firms and funds. Founded in 2015 by family office veteran Rob Mallernee, the platform unifies a family office's accounting, reporting, document management and workflow into a single source of truth, and now administers more than $1 trillion in assets for 800-plus families across 15 countries.
Marstone, Inc.
Marstone is an independent provider of enterprise-ready, white-label digital wealth management technology. Its 'Powered by Marstone' platform lets banks, credit unions, RIAs, and other financial institutions launch a branded digital investing and financial planning experience - including digital onboarding, robo and advisor-assisted investing, and goal-based planning - for far less than the cost of building one in-house. Founded in 2013 by Margaret Hartigan, the company's mission is to enhance financial literacy, deepen financial inclusion, and humanize finance for all.