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…

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.

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…

Dynamo Software is a global FinTech provider of cloud-based investment management platforms for the alternative investments industry, serving private equity, he…

Opto Investments is a fintech company that provides a technology platform for wealth managers to access and manage private markets investments end-to-end.

Apex Fintech Solutions builds cloud-native infrastructure and API platforms that power investment accounts for wealth managers, broker-dealers, and fintech star…

AllianceBernstein is a global investment management firm that manages assets and provides wealth planning through its asset management and private wealth divisi…