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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 14, 2026 86% judged on-target in blind review
671Companies
9,296Contacts tracked
2,881Verified emails
0Mobile numbers
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The 25 largest wealthtech venture capital companies worldwide

Ranked by team size
Top 25 of 671 wealthtech venture capital companies worldwide, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to wealthtech venture capital companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceOmaha, NE, United StatesHQ checked Sep 14, 20261,001-5,0001,042 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, 2026
2Indirect evidenceGurugram, IndiaHQ checked Sep 14, 2026501-1,000608 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, 2026
3Indirect evidenceNew York, NY, United StatesHQ checked Sep 14, 202651-200434 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, 2026
4Indirect evidenceMumbai, IndiaHQ checked Sep 14, 2026201-500212 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, 2026
5Indirect evidenceLondon, United KingdomHQ checked Sep 14, 2026201-500208 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, 2026
6Indirect evidenceHong KongHQ checked Sep 14, 2026201-500151 contacts →

Indirect evidence

“Avenir Group, originating from Mr.”

Source: RevenueBase Database · checked Sep 14, 2026
7Indirect evidenceMumbai, IndiaHQ checked Sep 14, 2026201-500135 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, 2026
8Partial evidenceNew York, NY, United StatesHQ checked Sep 14, 202651-200130 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, 2026
9Indirect evidenceMountain View, CA, United StatesHQ checked Sep 14, 202651-200125 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, 2026
10Indirect evidenceMumbai, IndiaHQ checked Sep 14, 2026201-500118 contacts →

Indirect evidence

“Welcome to InCred Money.”

Source: RevenueBase Database · checked Sep 14, 2026
11Indirect evidenceMountain View, CA, United StatesHQ checked Sep 14, 202651-200113 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, 2026
12Partial evidenceNew York, NY, United StatesHQ checked Sep 14, 2026n/a107 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, 2026
13Partial evidenceLondon, United KingdomHQ checked Sep 14, 202651-200105 contacts →

Partial evidence

“Founded in 2011, Fasanara Capital is a global asset manager and technology-driven investment platform.”

Source: RevenueBase Database · checked Sep 14, 2026
14Indirect evidenceNew York, NY, United StatesHQ checked Sep 14, 202651-20099 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, 2026
15Indirect evidenceMumbai, IndiaHQ checked Sep 14, 202651-20080 contacts →

Indirect evidence

“IFANOW is a fast-growing Fintech company making its mark in the wealth management industry.”

Source: RevenueBase Database · checked Sep 14, 2026
16Indirect evidenceHyderabad, IndiaHQ checked Sep 14, 202611-5079 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, 2026
17Partial evidencePalo Alto, CA, United StatesHQ checked Sep 14, 202611-5079 contacts →

Partial evidence

“Foundation Capital was founded in 1995.”

Source: RevenueBase Database · checked Sep 14, 2026
18Indirect evidenceLondon, United KingdomHQ checked Sep 14, 202651-20077 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, 2026
19Indirect evidenceFrankfurt, GermanyHQ checked Sep 14, 202651-20074 contacts →

Indirect evidence

“Du möchtest dir deine Wünsche erfüllen?”

Source: RevenueBase Database · checked Sep 14, 2026
20Indirect evidenceNew Delhi, IndiaHQ checked Sep 14, 202611-5071 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, 2026
21Indirect evidenceNew York, NY, United StatesHQ checked Sep 14, 202611-5069 contacts →

Indirect evidence

“Zoe is a wealth platform with the mission to help grow and protect clients’ wealth.”

Source: RevenueBase Database · checked Sep 14, 2026
22Indirect evidenceWan Chai, Hong KongHQ checked Sep 14, 202651-20066 contacts →

Indirect evidence

“Quantifeed is a global leader in digital wealth and investment management technology.”

Source: RevenueBase Database · checked Sep 14, 2026
23Indirect evidenceNew Delhi, IndiaHQ checked Sep 14, 202651-20066 contacts →

Indirect evidence

“Per Annum Money began its journey with P2P lending in 2015.”

Source: RevenueBase Database · checked Sep 14, 2026
24Partial evidenceMumbai, IndiaHQ checked Sep 14, 202611-5058 contacts →

Partial evidence

“IvyCap Ventures Advisors Private Limited | SEBI Regn.”

Source: RevenueBase Database · checked Sep 14, 2026
25Indirect evidenceToronto, ON, CanadaHQ checked Sep 14, 202611-5054 contacts →

Indirect evidence

“Portage is a global investment platform focused on fintech and financial services.”

Source: RevenueBase Database · checked Sep 14, 2026

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, 2026
31.0%Verified-email coverage
13.9Average contacts per company
1-10Median size (employees)
10.9%Largest-city concentration · New York
Sep 14, 2026Page data refreshed

Companies by employee count

1-10
419
11-50
191
51-200
42
201-500
13
501-1,000
3
1,001-5,000
2
5,001-10,000
1

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 first

Every 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

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.