Wealth Tech Companies Hiring Now

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

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

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

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…

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

Dispatch is a US-based wealth tech company providing a data orchestration platform that connects and synchronizes client data across the disparate software syst…

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…

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

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…

Addepar provides a financial data and analytics platform that aggregates portfolio data for wealth managers, family offices, and institutions, with nearly $9 tr…

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

Basic Capital is a fintech company that provides a 'Retirement Mortgage' financing product and a modern 401(k) platform to enhance retirement investing for Amer…

Etops is a Swiss WealthTech firm providing modular technology and consulting for wealth and asset managers across continental Europe, serving over 550 clients.

HUB24 is an ASX-listed Australian company providing integrated investment, superannuation, and data platform technology to the wealth management industry.

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

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

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