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…

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

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