Wealth Tech companies

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

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

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

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

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