Top Wealth Management Startups in 2024

Wealthfront is a nextgen banking service. We help you manage your money for both your short-term and long-term goals by providing a cash account with a top-of-market APY, best-in-class automated investment management, and free financial advice, anytime you want it. We entered into the banking space in a big way this year with the launch of our cash account that offers an interest rate 23x greater than the national average. We’ve been overwhelmed by the response and have grown nearly 100% this year already to manage nearly $20 billion in total client assets. Our ultimate vision is to optimize and automate all of our clients’ finances and build what we call Self-Driving Money™️. We want clients to be able to automatically deposit their paycheck into their Wealthfront account, and let us take care of the rest — paying their bills, topping off their emergency fund or 401(k), and investing the rest based on their specific goals and lifestyle.

Vise is a technology-powered asset manager that uses artificial intelligence to help financial advisors build, manage, and explain personalized portfolios for their clients. Vise’s mission is to create financial freedom for all with a platform that allows all investors, regardless of age, net worth, or geography, to access personalized, automated, and intelligent investments across all asset classes. The company is leading the industry-wide shift toward Wealth 3.0—the next step beyond mutual funds, ETFs, and index funds into personalized, automated portfolios. Backed by investors like Sequoia, Ribbit Capital, and Founders Fund, Vise has raised nearly $130 million since its founding in 2016. The company has 70 employees based across the U.S. with headquarters in New York.

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Enabled by the open banking revolution, we aim to become the global leader for impact investing solutions designed for independent, DYI investors. We strive to develop truly innovative tools to empower our users to make optimal investment decisions. Our product is meeting considerable demand for portfolio management features that brokers fail to provide to their clients. Ziggma’s portfolio insights and optimization tools are designed to help our users own their best portfolios throughout their entire investing journey. Join us to make sustainable investing available to tens of millions of self-directed investors in the US and worldwide.

Eko enables community banks and credit unions to offer digital investing, directly on their existing banking platform via our white-label solution. We learned that more than 50% of Americans want to invest their money with their trusted bank or credit union, however currently only <1% does, while the rest goes to 3rd party apps like Betterment, Vanguard or Robinhood.

Farther is the leading technology-centric wealth management firm – combining expert advisors with cutting-edge technology to deliver an efficient, comprehensive, and elite client experience. Founded in 2019 and backed by top-tier venture capital firms, Farther caters to high-net-worth professionals who need a more holistic approach to managing their money. Farther’s mission is to guide the journey from aspiration to achievement. We’re the guide in our client’s journey through the perilous world of personal finance. Inaction, psychological pitfalls, nefarious salespeople, and inadequate products lurk around every corner. We use our experience and expertise to help our clients navigate their way through this world. As a guide, we’re there to provide our clients clarity in the face of confusion, comfort in anxiety, knowledge in inexperience. We have the toolkit needed to provide direction, clear paths, and overcome hurdles. From the start of their journey, our clients aspire to achieve a better future. What that looks like will vary: a place to call home, a business to make their passion, security in retirement, the financial freedom to travel the world. Whatever the dream is, it usually takes capital to make it real. We help our clients make the most out of their earnings so that they can build the capital to make it real. We believe access to the expert advice, practical tools, and excellent products that have historically been limited to the already wealthy can help. Providing these to our clients will give them the confidence and capabilities they need to reach the end of their journey, to solidify their dreams, to achieve their goals. Our mission is what keeps us going, as both a company and as individuals. It keeps us up at night. It fills us with excitement and a sense of purpose. It is what we’re working towards. For details on our disclosures, please reference the document linked on our website footer (farther.com).

Luminary's technology platform enables wealth advisors to deliver generational gift and philanthropic giving solutions at scale. More than $100 billion in family and philanthropic giving capacity is created each year. But flaws in the current process impose over a billion in annual costs in order to access it. We are building the first product for wealth managers to automate the complex, and inefficient estate planning process.

EquityMultiple is a commercial real estate investment and technology firm whose mission is to build investor wealth through streamlined access to diverse real estate investment products. To date, EquityMultiple’s investors have participated in over $4 billion in commercial real estate transactions through its online investing platform. The firm pairs innovative technology with real estate experience and industry-leading investor services to offer an unparalleled investing experience. For more information, please visit equitymultiple.com.

Koshex, pioneer AI-first personal finance system, an intelligent insights-driven product that helps you understand your money movement in real-time. Koshex gives you wings to spend, save, and manage your money in a smart, affordable, and reliable way. It looks into the best financial interests of each customer in a way that embraces the unique individuality of their lives. Investing is just one part of your financial picture. So, we've introduced more ways to reach your goals and manage your money.

We enable financial institutions to acquire, engage, support, and transact with their customers via human-like, intelligent conversations, anytime, anywhere. Kasisto’s conversational AI platform, KAI, powers omni-channel bots and virtual assistants with deep domain expertise across mobile, web, messaging platforms, and IoT devices. Built with the deepest AI portfolio in the industry, KAI is an enterprise-ready platform with self-service tools to customize and continually improve consumer experiences and seamlessly add new features. The agile, modern platform saves companies time and money with easy customization, simple APIs and modern SDKs, deep learning, security and compliance, and fast deployment. Some of the world’s most innovative financial institutions license KAI – DBS Bank, Mastercard, Standard Chartered, TD Bank, Wells Fargo, among others. Together, we're creating entirely new experiences to fulfill requests, solve problems, and predict needs for their customers.