Top Wealth Management Startups in 2024

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.

tarrakki is an embedded infrastructure platform for investment products. tarrakki provides plug and play solutions to instantly launch investment products on their existing platform. We are helping the most ambitious startups, banks, neobanks and consumer facing companies to re-imagine investment products for their end customers by offering ready API products to integrate with. Elevo (elevo.money), a brand of tarrakki, is India's first digital investment platform for corporates, NRIs, Minors.

Personal Finance for Millennials and gen Z.

InCred Money (incredmoney.com) is a fast growing alternate investment platform in India with an AuM of Rs 1170+ Cr. InCred Money is one of the pioneers of the digital alternate wealth ecosystem and offers a comprehensive platform for users to invest in multiple alternate investment products - Bonds, Market Linked Debentures, Fractional Real Estate, etc. Investors can get personalized guidance and access detailed reports, research, and portfolio insights. InCred Money was formed with the acquisition of Orowealth by the InCred Group in Dec 2022 with the vision that retail debt market participation will be driven by alternative investing platforms that open access to non-traditional assets for retail investors and their advisors. Unlocking this will create a new market worth tens of billions in AUM. Under the InCred fold, Orowealth will have significant competitive advantages with access to a deep network of issuers and industry leading credit & risk assessment capabilities. In addition to its fintech capabilities, Orowealth will also have the added advantage of the support of a large financial services organization. This will greatly help in the journey of making alternate assets easy, trustworthy, and lucrative for the end investor.

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.

Jamā Wealth is an online Fin-Tech / Wealth-Tech platform and PMS that helps people plan and grow their wealth. We run a DIY platform jama.co.in and a HNI/Wealth focused PMS jamawealth.com Jamā has been awarded Best Financial Planning Platforms 2019 (SI), Top 2022 Wellbeing Partners (TW), Best BFSI Brand 2023 (ET) as well as an upcoming Zee Television show. Founded in 2016, Jamā has over 30,000 clients across all states of India. We are growing fast and are currently hiring passionate people in Sales, Business Development, Marketing & Branding and Technology / Operations / Data Science roles. Jamā Wealth is unique in 3 ways: 1. Power of machine learning and data mining technologies to identify optimal stocks & funds based on a client’s unique requirements. 2. Unique Equity investment philosophy: Roots preserve wealth & Wings identify growing companies. 3. Unprecedented honesty and integrity of a zero touch, zero brokerage, zero commission, no lock-in, no exit load investment model. Clients benefit by an unbiased and quality investment portfolios.

CashRich is an intelligent and personalized mobile investment app for anyone seeking better ways to manage their money. It has been designed to grow users money by automating investment management process by using latest technologies such as machine learning. It provides an intuitive and easy-to-use user interface (almost like an Uber for investments). CashRich app provides personalised recommendations based on the user's profile and financial goals. CashRich has started an innovative Dynamic SIP process that is currently not available in any other mutual fund investment app in India.

Digital financial services are only 1% finished, and we've built the team who will shape the future.

A co-operative, digital multi-family office for high net worth individuals and families to optimize wealth and lifestyle, effortlessly. From investment & estate planning to taxation and day to day concierge, Rhodium intends to provide a full suite of personalized services to help you at every step of your life. Our goal is to ensure that people who have worked hard to build substantial wealth should get nothing less than a world class wealth & lifestyle management experience from trusted partners in a transparent fashion.