Top Wealth Management Startups in 2027

At the forefront of family office technology, family enterprise management, and WealthTech, leafplanner stands as a beacon of innovation and excellence. We empower affluent families and their advisory firms with essential knowledge, engagement, and preparedness tools, driving a transformative impact on families across generations. Our award-winning platform, born from over thirty years of wealth advisory and risk management expertise, offers a holistic approach to managing family and family enterprise information. This unique perspective enables efficient workflow management, blind spot identification, and streamlined succession management, ensuring a lasting legacy and peace of mind for our clients.

Origin is building the AI-native wealth management platform that democratizes sophisticated financial services — combining money management, personalized AI-grounded advice, and financial products in a single intelligent system. We're a Series B company founded by repeat entrepreneurs, backed by Founders Fund, Felicis, and General Catalyst. We've reached profitability and are expanding from our core personal-finance product into banking, high-yield savings, and mortgage & insurance referrals — while growing 100%+ year over year.

We’re working to change the way wealth is created. And, we’ve been growing like crazy. Join us on this amazing journey. YieldStreet connects investors to opportunities in alternative asset classes like real estate and litigation finance. YieldStreet was created because our founders were frustrated by the lack of options regular investors had to participate in asset backed investment opportunities that also had low correlation to the stock market. We believe top notch technology and data can help us build the world’s most robust alternative investment platform and create financial independence for all.

We believe financial planning, when done right, is essential to living well. That’s why we created Facet. Our mission is to improve the lives of millions of Americans by offering impartial and invaluable financial advice and services at an affordable membership fee.

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.

WealthKernel’s vision is to become the de-facto technology platform for financial infrastructure: similar to AWS or Docker but for financial services. What inspired this vision is the quest to reduce the barriers to build digital financial applications. Many of these barriers can be found in a segment of the financial industry crippled by legacy and oligopolies: financial infrastructure. The seamless integration of a regulatory umbrella alongside all the technology components needed to build a Fintech app make today’s value proposition unique.

Spieldenner Financial Group is a part of one the fastest-growing insurance organizations in the country. Our most important focus areas include getting agents paid quickly, keeping costs minimal, and giving agents the training and support needed to achieve success.

NeuroTurbine is an AI operating layer for wealth management, built exclusively for relationship-led financial services firms. The problem we solve: a wealth firm’s best intelligence lives inside people. RMs remember the conversations, family situations, preferences and next steps, but that knowledge is scattered across inboxes, WhatsApp threads, spreadsheets and CRMs, and mostly in their heads. When an RM is unavailable or leaves, context walks out the door. Follow-ups slip, opportunities surface late, and founders become the escalation point for every hard question. What we build: an AI-powered institutional memory for the firm, plus an AI team behind every RM. NeuroTurbine builds a living record of clients, prospects, interactions, documents and portfolios. It turns that into signals and ranked opportunities, such as a closing tax window or an allocation gap. Then AI agents carry the work forward: meeting prep before the RM logs in, personalised proposals in minutes, and follow-ups tracked until they’re closed. Every interaction feeds back in, so the firm gets smarter over time. Our AI workforce includes Research, Meeting Intelligence, Opportunity Engine, Proposal, Follow-up Workflows and Relationship Intelligence agents and a lot more.The RM stays the relationship owner; we handle the intelligence and execution work behind them. Why firms choose us: we deploy in weeks, not quarters. We are compliance-ready by design, with full role-based access control and audit trails. And we are not a generic platform adapted for finance; we are built for it from day one. Our belief: clients belong to the firm, not to one person’s memory. When knowledge stays with the business, the firm becomes more resilient, more consistent, and able to grow without growing more complex. We’re an early-stage team working side by side with wealth firms to build AI that RMs actually use every day.

Finthos is an Agentic AI Operating System for Family Offices to automate deal flow intelligence, portfolio monitoring, cash flow planning, and governance/compliance reporting.