Company lists · Data refreshed September 2026
Top 25 Wealthtech venture capital companies based in the United States
RevenueBase identified 312 wealthtech venture capital companies headquartered in the United States as of September 2026 and tracks 4,023 professional contacts across them, including 1,380 with verified work emails. New York is the largest hub.
This list covers wealthtech venture capital companies headquartered in the United States, 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.
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 based in the United States
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 | 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. | |||||
| 3 | 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. | |||||
| 4 | 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. | |||||
| 5 | 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. | |||||
| 6 | 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. | |||||
| 7 | 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. | |||||
| 8 | 79 contacts → | ||||
Partial evidence “Foundation Capital was founded in 1995.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 9 | 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. | |||||
| 10 | 52 contacts → | ||||
Partial evidence “Plutus21 Capital is an investment firm focused on identifying global companies materially improving fundamentals through AI, robotics, automation, blockchain, and related…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 11 | 49 contacts → | ||||
Strong evidence “Nyca is a fintech venture capital firm focused on connecting innovative companies to the global financial system.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 12 | 47 contacts → | ||||
Indirect evidence “Atomic builds critical financial infrastructure that allows fintechs, banks, and consumer-facing companies to offer engaging investing experiences to their customers in a…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 13 | 39 contacts → | ||||
Indirect evidence “We invest in idea-stage and pre-seed fintechs globally, anchoring on founder-market fit.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 14 | 33 contacts → | ||||
Partial evidence “TTV Capital invests in fintech businesses that serve the widely varying needs of the financial services sector and the consumers of financial products.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 15 | 32 contacts → | ||||
Strong evidence “Liberty City Ventures is a venture capital fund and incubator with over $2.5 billion of assets under management.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 16 | 32 contacts → | ||||
Indirect evidence “Hi2 Global is an Investment as a Service global asset allocation platform that provides fin-tech enabled asset management, investment advisory, investment banking and family…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 17 | 27 contacts → | ||||
Indirect evidence “Founded in 2018, Canapi will incubate and invest in transformative financial services technology companies that deploy solutions on modern platforms in an increasingly open and…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 18 | 26 contacts → | ||||
Strong evidence “FinTech Collective is a global, early stage venture capital firm backing entrepreneurs who are rewiring the way money moves through the world.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 19 | 25 contacts → | ||||
Strong evidence “Evanston Capital Management, LLC (“Evanston Capital”) is an active investor in hedge funds, private equity, venture capital and blockchain and other strategies such as thematic…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 20 | 25 contacts → | ||||
Indirect evidence “We believe everyone deserves access to better and smarter ways to manage their money.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 21 | 23 contacts → | ||||
Partial evidence “MS & AD Ventures is an early stage venture fund looking broadly at technology companies in Fintech, InsurTech, AI, IOT, Big Data and Cybersecurity.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 22 | 22 contacts → | ||||
Partial evidence “SevenTrain Ventures is a principal-led investment firm designed for HNIs, UHNIs, and family offices seeking private market access to the most promising early and growth-stage…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 23 | 21 contacts → | ||||
Indirect evidence “Proteus is an investment platform developed to provide qualified investors with efficient access to private market investment opportunities, including private funds…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 24 | 21 contacts → | ||||
Indirect evidence “RenGen is an investment and financial services firm focusing on investing in early stage, innovative blockchain technology companies.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 25 | 20 contacts → | ||||
Indirect evidence “Stackwell is an innovative fintech platform dedicated to increasing financial wellness and asset ownership among multicultural emerging wealth builders.” 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 312 wealthtech venture capital companies based in the United States
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Wealthtech venture capital companies based in the United States at a glance
As of Sep 14, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 312 companies.
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.
- What qualifies
- Companies headquartered in the United States 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. Companies headquartered outside United States are excluded even when they keep an office there.
- 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, 1,380 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 metro
- Wealthtech venture capital companies in New York70
- Wealthtech venture capital companies in San Francisco35
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 based in the United States?
RevenueBase identified 312 wealthtech venture capital companies headquartered in the United States 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 city has the most wealthtech venture capital companies?
New York leads with 70 headquartered companies, followed by San Francisco (35) and Palo Alto (12).
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 1,380 verified decision-maker contacts tracked across these 312 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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