Wealth Management Software Companies Hiring Now

QPLIX develops and operates a leading software solution for the successful digital management of complex portfolios, serving family offices, foundations, asset…

Wealth Access builds a data aggregation and enrichment platform for financial institutions, unifying banking, wealth, and trust data to support analytics, AI, a…

Aviso Wealth supplies a technology-enabled wealth management ecosystem and integrated solutions to Canadian credit unions and independent financial organisation…

Objectway provides international software solutions for wealth, banking, and asset management to financial institutions.

aixigo provides an API-based Wealth Management Platform for financial institutions to create digital wealth management services.

Evooq develops wealth management software that integrates portfolio management, risk analytics, and compliance for private banks and asset managers.

Fundment provides adviser technology and service - account opening, transfers, investment management, digital drawdown and custom indexing - for financial advis…

Smartleaf provides automated portfolio rebalancing and tax-optimization technology for wealth management firms to deliver personalized investment portfolios at…

Advisor360 builds enterprise software serving as a single system of record for wealth management, covering investor tools, advisor workspaces, and broker-dealer…

Range is an AI-powered financial platform providing integrated wealth management services - investment, tax, retirement, estate, and insurance planning - for hi…

Compound Planning is a digital family office providing integrated wealth management, tax optimization, and investment services through a unified technology plat…

Finary is a wealth management platform that helps retail investors track their assets, manage budgets, and invest their money in one app, serving over 800,000 u…

SwissBorg is a Swiss-based crypto wealth management platform that democratizes investing through an app connecting users to multiple exchanges for optimal prici…

Moneyfarm is a pan-European digital wealth manager operating in the UK and Italy, offering technology-driven investment products including managed portfolios, I…

Allworth Financial is a fiduciary wealth management firm providing retirement planning, investment advising, and 401(k) services, managing over $39 billion in a…

Prometeia is a global analytics and software firm serving the financial industry with solutions in risk management, wealth management, and quantitative modeling…

InvestCloud builds a global wealth-management technology platform serving 550+ financial institutions across more than US$6 trillion in assets.

Allocate provides an AI-powered platform connecting wealth advisory firms and family offices with private fund managers, handling portfolio operations, capital…

Chip is a wealth app that provides one easy place for savings and investments, helping over 500,000 customers build long-term wealth through automated tools, co…

Saudi Arabian fintech founded in 2021 operating a personal wealth management app using open banking, AI and automated investing, with over 640,000 users.