Top Wealth Management Startups in 2026

Wealthbox® is a CRM technology for financial advisors that launched in 2014. Integrated with leading custodians and wealth-tech partners, Wealthbox is known for its modern product design and powerful yet intuitive user experience. The collaborative platform allows financial advisors, enterprise firms, and broker-dealers to manage client relationships while streamlining operations. With a focus on simplicity and usability, Wealthbox makes use of modern design and development practices and reflects the growing consumerization of B2B software for financial advisor teams of all sizes.

SGI was founded to bring enhanced risk management to Institutions, Advisors and Families.  We have grown 1000x in 10 years and currently managed several Billion dollars.  SGI has an amazing group of people, who love what they do each day.  You will join an expanding investment firm as a top notch developer and will be given great opportunities to impact continued growth.

Building a financial advisory platform is an expansive undertaking. Core systems are what we’re tackling first. Specifically, portfolio accounting and trade order management. Soon after, we’ll add breadth across the front, middle, and back offices. Our applications will remove the need for integrations and will lay the groundwork for universal workflow and automation. While it’s daunting to build an enterprise technology stack from scratch, we see an enormous opportunity to deliver a modern infrastructure supporting our applications. Technology and architecture are fundamental to our strategy. We’ve made a big bet on a serverless architecture built on Amazon Web Services. We’re using modern languages and frameworks (Python, Go, React), and we’re dedicated to design thinking and agile software development. We’ve got substantial technical challenges to solve, but we’ve assembled a world-class engineering team unencumbered by legacy technology.

Advisor Engine is a next-generation, white-label ​digital wealth management platform built on Roboadvisor DNA. We uniquely support both traditional advisor face-to-face client relationships and completely digital, low-touch interactions.​ In a single place, we provide a fully customizable roboadvisor​, ​dashboards to analyze and track business development, ​billing, and performance reporting. ​ Financial Advisors are facing new challenges from increased consolidation/competition and growing consumer demand for digital solutions. These firms also face the challenge of understanding younger millennial clients. Approximately $60 trillion of assets will be moved between generations in the near future. We believe that the future of wealth management is a thoughtful combination of financial advisors and digital client-facing technology. Our platform is built to help firms grow their business and succeed in working with the next generation.

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.

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

The chsb token is an ethereum (erc20) multi-utility token that powers the swissborg ecosystem. the chsb token aimed to challenge the relationship between people and their investment manager. you can purchase chsb tokens on the swissborg wealth app. universal access to crypto investments, powered by blockchain technology, machine learning, and our community’s swarm intelligence, our team of fintech experts and engineers are creating a holistic crypto wealth management ecosystem accessible to everyone. the value of a utility token depends primarily on the demand for goods or services transacted on the platform and the number of tokens in circulation. an additional mechanism such as staking to become premium are increasing the likelihood of chsb price increase over time as the mechanism reduces the circulating supply.

From strategic consultancy and growth sprints through to digital marketing campaign deliverables and channel management.