Company lists · Data refreshed September 2026
Top 25 Wealthtech venture capital companies worldwide
RevenueBase identified 671 wealthtech venture capital companies worldwide as of September 2026 and tracks 9,296 professional contacts across them, including 2,881 with verified work emails and 0 with mobile numbers. The United States is the largest market and New York the largest hub.
This list covers wealthtech venture capital companies worldwide, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 14, 2026. Country and city lists for wealthtech venture capital companies follow the table.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest wealthtech venture capital companies worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,042 contacts → | ||||
Partial evidence “Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 2 | 608 contacts → | ||||
Indirect evidence “Founded in January 2022, Centricity helps empower finance and investment professionals aspiring to establish their independent practices.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 3 | 434 contacts → | ||||
Indirect evidence “Public is the investing platform built for those who take it seriously-with technology that makes building a multi-asset portfolio, fast, frictionless, and secure.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 4 | 212 contacts → | ||||
Indirect evidence “Ionic Wealth is an omnichannel wealth-tech platform co-founded by Srikanth Subramanian, Shobhit Mathur and Dharmendra Jain in 2024.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 5 | 208 contacts → | ||||
Indirect evidence “Moneyfarm is an award-winning pan-European digital wealth manager with active investors and more than £7 billion in total assets on the platform.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 6 | 151 contacts → | ||||
Indirect evidence “Avenir Group, originating from Mr.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 7 | 135 contacts → | ||||
Indirect evidence “EbixCash Financial Technologies is a Global Fintech player in the Wealth, Portfolio and the Asset management space, founded in with a vision to be a techno-business partner…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 8 | 130 contacts → | ||||
Partial evidence “Motive Partners is a private investment firm exclusively focused on financial technology and technology-enabled business services companies, ranging from early-stage ventures to…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 9 | 125 contacts → | ||||
Indirect evidence “Samsung Next invests in bold and ambitious founders, focusing on transformative innovations in AI, intelligent machines, healthtech, consumer services, and frontier technology.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 10 | 118 contacts → | ||||
Indirect evidence “Welcome to InCred Money.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 11 | 113 contacts → | ||||
Indirect evidence “Arta is an AI-driven wealth and financial technology company headquartered in the United States and Singapore.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 12 | 107 contacts → | ||||
Partial evidence “Digital Entertainment Ventures (DEV) is an investing platform that focuses on early stage companies building transformative products in digital media and commerce.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 13 | 105 contacts → | ||||
Partial evidence “Founded in 2011, Fasanara Capital is a global asset manager and technology-driven investment platform.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 14 | 99 contacts → | ||||
Indirect evidence “Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios at scale.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 15 | 80 contacts → | ||||
Indirect evidence “IFANOW is a fast-growing Fintech company making its mark in the wealth management industry.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 16 | 79 contacts → | ||||
Indirect evidence “Savart is a wealth management platform built upon a strong fundamental investment philosophy and most suitable for long-term investors.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 17 | 79 contacts → | ||||
Partial evidence “Foundation Capital was founded in 1995.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 18 | 77 contacts → | ||||
Indirect evidence “Kelp is a FinTech solution that uniquely combines its in-house predictive technology with 360° private company data-paid, public and proprietary-to support alternative investment…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 19 | 74 contacts → | ||||
Indirect evidence “Du möchtest dir deine Wünsche erfüllen?” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 20 | 71 contacts → | ||||
Indirect evidence “Mint Wealth is a premier investment advisory platform with a strong presence in India and a growing global footprint in Dubai, dedicated to helping investors transform their…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 21 | 69 contacts → | ||||
Indirect evidence “Zoe is a wealth platform with the mission to help grow and protect clients’ wealth.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 22 | 66 contacts → | ||||
Indirect evidence “Quantifeed is a global leader in digital wealth and investment management technology.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 23 | 66 contacts → | ||||
Indirect evidence “Per Annum Money began its journey with P2P lending in 2015.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 24 | 58 contacts → | ||||
Partial evidence “IvyCap Ventures Advisors Private Limited | SEBI Regn.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 25 | 54 contacts → | ||||
Indirect evidence “Portage is a global investment platform focused on fintech and financial services.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: wealthtech venture capital companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names wealthtech venture capital companies.
- Partial evidence
- Its own public description names part of wealthtech venture capital companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name wealthtech venture capital companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 671 wealthtech venture capital companies worldwide
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Wealthtech venture capital companies worldwide at a glance
As of Sep 14, 2026Companies by employee count
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among wealthtech venture capital companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- Coverage
- 8 countries, largest first: the United States, India, the United Kingdom, Canada, the United Arab Emirates, Switzerland, Germany, Hong Kong. Country and city lists for wealthtech venture capital companies are linked below.
- What qualifies
- Companies worldwide whose own description of what they do matches “wealthtech venture capital companies”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names wealthtech venture capital companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among wealthtech venture capital companies, and records with no verified work email.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 2,881 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 14, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Wealthtech venture capital companies by location
8 lists · largest firstEvery Wealthtech venture capital companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Wealthtech venture capital companies based in the United States312
- Wealthtech venture capital companies based in India129
- Wealthtech venture capital companies based in the United Kingdom78
- Wealthtech venture capital companies based in Canada33
- Wealthtech venture capital companies based in the United Arab Emirates31
- Wealthtech venture capital companies based in Switzerland30
- Wealthtech venture capital companies based in Germany29
- Wealthtech venture capital companies based in Hong Kong29
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names wealthtech venture capital companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many wealthtech venture capital companies are there worldwide?
RevenueBase identified 671 wealthtech venture capital companies worldwide as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
ORION, headquartered in Omaha, tops this list with the largest team on record.
Which country has the most wealthtech venture capital companies?
The United States leads with 312 companies, followed by India (129) and the United Kingdom (78). Every wealthtech venture capital companies list by country and city is linked on this page.
Which city has the most wealthtech venture capital companies?
New York leads with 73 headquartered companies, followed by London (70) and San Francisco (35).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 2,881 verified decision-maker contacts tracked across these 671 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 14, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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Company intelligence · public preview
Top 25 wealthtech venture capital companies worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 671 matching company records for wealthtech venture capital companies worldwide, with 9,296 tracked contacts and 2,881 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 14, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 wealthtech venture capital companies worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | HQ: Omaha, NE, United StatesReported employees: 1,001-5,000 | Omaha, NE, United States | 1,001-5,000 | Exact match | 1,042 contacts → |
“Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: Gurugram, IndiaReported employees: 501-1,000 | Gurugram, India | 501-1,000 | Exact match | 608 contacts → |
“Founded in January 2022, Centricity helps empower finance and investment professionals aspiring to establish their independent practices.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 434 contacts → |
“Public is the investing platform built for those who take it seriously-with technology that makes building a multi-asset portfolio, fast, frictionless, and secure.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 212 contacts → |
“Ionic Wealth is an omnichannel wealth-tech platform co-founded by Srikanth Subramanian, Shobhit Mathur and Dharmendra Jain in 2024.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 208 contacts → |
“Moneyfarm is an award-winning pan-European digital wealth manager with active investors and more than £7 billion in total assets on the platform.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: Hong KongReported employees: 201-500 | Hong Kong | 201-500 | Exact match | 151 contacts → |
“Avenir Group, originating from Mr.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Ebixcash Financial Technologiesmilessoft.com HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 135 contacts → |
“EbixCash Financial Technologies is a Global Fintech player in the Wealth, Portfolio and the Asset management space, founded in with a vision to be a techno-business partner…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 130 contacts → |
“Motive Partners is a private investment firm exclusively focused on financial technology and technology-enabled business services companies, ranging from early-stage ventures to…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: Mountain View, CA, United StatesReported employees: 51-200 | Mountain View, CA, United States | 51-200 | Exact match | 125 contacts → |
“Samsung Next invests in bold and ambitious founders, focusing on transformative innovations in AI, intelligent machines, healthtech, consumer services, and frontier technology.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 118 contacts → |
“Welcome to InCred Money.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | HQ: Mountain View, CA, United StatesReported employees: 51-200 | Mountain View, CA, United States | 51-200 | Exact match | 113 contacts → |
“Arta is an AI-driven wealth and financial technology company headquartered in the United States and Singapore.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | HQ: New York, NY, United StatesReported employees: Not recorded | New York, NY, United States | Not recorded | Exact match | 107 contacts → |
“Digital Entertainment Ventures (DEV) is an investing platform that focuses on early stage companies building transformative products in digital media and commerce.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 105 contacts → |
“Founded in 2011, Fasanara Capital is a global asset manager and technology-driven investment platform.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 99 contacts → |
“Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios at scale.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 80 contacts → |
“IFANOW is a fast-growing Fintech company making its mark in the wealth management industry.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | HQ: Hyderabad, IndiaReported employees: 11-50 | Hyderabad, India | 11-50 | Exact match | 79 contacts → |
“Savart is a wealth management platform built upon a strong fundamental investment philosophy and most suitable for long-term investors.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | HQ: Palo Alto, CA, United StatesReported employees: 11-50 | Palo Alto, CA, United States | 11-50 | Exact match | 79 contacts → |
“Foundation Capital was founded in 1995.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 77 contacts → |
“Kelp is a FinTech solution that uniquely combines its in-house predictive technology with 360° private company data-paid, public and proprietary-to support alternative investment…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | HQ: Frankfurt, GermanyReported employees: 51-200 | Frankfurt, Germany | 51-200 | Exact match | 74 contacts → |
“Du möchtest dir deine Wünsche erfüllen?” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | HQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 71 contacts → |
“Mint Wealth is a premier investment advisory platform with a strong presence in India and a growing global footprint in Dubai, dedicated to helping investors transform their…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 69 contacts → |
“Zoe is a wealth platform with the mission to help grow and protect clients’ wealth.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | HQ: Wan Chai, Hong KongReported employees: 51-200 | Wan Chai, Hong Kong | 51-200 | Exact match | 66 contacts → |
“Quantifeed is a global leader in digital wealth and investment management technology.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | HQ: New Delhi, IndiaReported employees: 51-200 | New Delhi, India | 51-200 | Exact match | 66 contacts → |
“Per Annum Money began its journey with P2P lending in 2015.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 58 contacts → |
“IvyCap Ventures Advisors Private Limited | SEBI Regn.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 54 contacts → |
“Portage is a global investment platform focused on fintech and financial services.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 671 company matches
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Wealthtech venture capital companies: dataset insights
September 14, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
671 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 14, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Wealthtech venture capital companies by location
8 lists · largest firstEvery Wealthtech venture capital companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Wealthtech venture capital companies based in the United States312
- Wealthtech venture capital companies based in India129
- Wealthtech venture capital companies based in the United Kingdom78
- Wealthtech venture capital companies based in Canada33
- Wealthtech venture capital companies based in the United Arab Emirates31
- Wealthtech venture capital companies based in Switzerland30
- Wealthtech venture capital companies based in Germany29
- Wealthtech venture capital companies based in Hong Kong29
Questions about this company list
What does Exact match mean for wealthtech venture capital companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many wealthtech venture capital companies did RevenueBase find worldwide?
The saved snapshot records 671 matching company records, 9,296 tracked contacts and 2,881 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 14, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 wealthtech venture capital companies worldwide. Snapshot: September 14, 2026. https://revenuebase.ai/companies/browse/wealthtech-venture-capital-companies.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
Company intelligence · public preview
Top 25 wealthtech venture capital companies worldwide
RevenueBase records 671 matching company records for wealthtech venture capital companies worldwide, with 9,296 tracked contacts and 2,881 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 14, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 wealthtech venture capital companies worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | HQ: Omaha, NE, United StatesReported employees: 1,001-5,000 | Omaha, NE, United States | 1,001-5,000 | Exact match | 1,042 contacts → |
“Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: Gurugram, IndiaReported employees: 501-1,000 | Gurugram, India | 501-1,000 | Exact match | 608 contacts → |
“Founded in January 2022, Centricity helps empower finance and investment professionals aspiring to establish their independent practices.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 434 contacts → |
“Public is the investing platform built for those who take it seriously-with technology that makes building a multi-asset portfolio, fast, frictionless, and secure.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 212 contacts → |
“Ionic Wealth is an omnichannel wealth-tech platform co-founded by Srikanth Subramanian, Shobhit Mathur and Dharmendra Jain in 2024.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 208 contacts → |
“Moneyfarm is an award-winning pan-European digital wealth manager with active investors and more than £7 billion in total assets on the platform.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: Hong KongReported employees: 201-500 | Hong Kong | 201-500 | Exact match | 151 contacts → |
“Avenir Group, originating from Mr.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Ebixcash Financial Technologiesmilessoft.com HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 135 contacts → |
“EbixCash Financial Technologies is a Global Fintech player in the Wealth, Portfolio and the Asset management space, founded in with a vision to be a techno-business partner…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 130 contacts → |
“Motive Partners is a private investment firm exclusively focused on financial technology and technology-enabled business services companies, ranging from early-stage ventures to…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: Mountain View, CA, United StatesReported employees: 51-200 | Mountain View, CA, United States | 51-200 | Exact match | 125 contacts → |
“Samsung Next invests in bold and ambitious founders, focusing on transformative innovations in AI, intelligent machines, healthtech, consumer services, and frontier technology.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 118 contacts → |
“Welcome to InCred Money.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | HQ: Mountain View, CA, United StatesReported employees: 51-200 | Mountain View, CA, United States | 51-200 | Exact match | 113 contacts → |
“Arta is an AI-driven wealth and financial technology company headquartered in the United States and Singapore.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | HQ: New York, NY, United StatesReported employees: Not recorded | New York, NY, United States | Not recorded | Exact match | 107 contacts → |
“Digital Entertainment Ventures (DEV) is an investing platform that focuses on early stage companies building transformative products in digital media and commerce.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 105 contacts → |
“Founded in 2011, Fasanara Capital is a global asset manager and technology-driven investment platform.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 99 contacts → |
“Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios at scale.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 80 contacts → |
“IFANOW is a fast-growing Fintech company making its mark in the wealth management industry.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | HQ: Hyderabad, IndiaReported employees: 11-50 | Hyderabad, India | 11-50 | Exact match | 79 contacts → |
“Savart is a wealth management platform built upon a strong fundamental investment philosophy and most suitable for long-term investors.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | HQ: Palo Alto, CA, United StatesReported employees: 11-50 | Palo Alto, CA, United States | 11-50 | Exact match | 79 contacts → |
“Foundation Capital was founded in 1995.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 77 contacts → |
“Kelp is a FinTech solution that uniquely combines its in-house predictive technology with 360° private company data-paid, public and proprietary-to support alternative investment…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | HQ: Frankfurt, GermanyReported employees: 51-200 | Frankfurt, Germany | 51-200 | Exact match | 74 contacts → |
“Du möchtest dir deine Wünsche erfüllen?” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | HQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 71 contacts → |
“Mint Wealth is a premier investment advisory platform with a strong presence in India and a growing global footprint in Dubai, dedicated to helping investors transform their…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 69 contacts → |
“Zoe is a wealth platform with the mission to help grow and protect clients’ wealth.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | HQ: Wan Chai, Hong KongReported employees: 51-200 | Wan Chai, Hong Kong | 51-200 | Exact match | 66 contacts → |
“Quantifeed is a global leader in digital wealth and investment management technology.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | HQ: New Delhi, IndiaReported employees: 51-200 | New Delhi, India | 51-200 | Exact match | 66 contacts → |
“Per Annum Money began its journey with P2P lending in 2015.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | HQ: Mumbai, IndiaReported employees: 11-50 | Mumbai, India | 11-50 | Exact match | 58 contacts → |
“IvyCap Ventures Advisors Private Limited | SEBI Regn.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 54 contacts → |
“Portage is a global investment platform focused on fintech and financial services.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 671 company matches
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Wealthtech venture capital companies: dataset insights
September 14, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
671 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 14, 2026.
Publisher-reported method study
The published RevenueBase SmartSearch benchmark
86% good or better at Exact
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. It reports 86% of Exact matches judged good or better, and 77% for a 240-pair sample of one- or two-word categories. This evaluates the method across study queries rather than auditing this individual list.
Read the study and full methodology ↗RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Wealthtech venture capital companies by location
8 lists · largest firstEvery Wealthtech venture capital companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Wealthtech venture capital companies based in the United States312
- Wealthtech venture capital companies based in India129
- Wealthtech venture capital companies based in the United Kingdom78
- Wealthtech venture capital companies based in Canada33
- Wealthtech venture capital companies based in the United Arab Emirates31
- Wealthtech venture capital companies based in Switzerland30
- Wealthtech venture capital companies based in Germany29
- Wealthtech venture capital companies based in Hong Kong29
Questions about this company list
What does Exact match mean for wealthtech venture capital companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many wealthtech venture capital companies did RevenueBase find worldwide?
The saved snapshot records 671 matching company records, 9,296 tracked contacts and 2,881 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 14, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
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Cite this list
RevenueBase Data Team. Top 25 wealthtech venture capital companies worldwide. Snapshot: September 14, 2026. https://revenuebase.ai/companies/browse/wealthtech-venture-capital-companies.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗