The Full List of 13 Wealth Management Unicorn Startups (2026)
The wealth management sector includes 13 unicorn startups that are changing how people handle their finances. London-based FNZ leads the group with a valuation of $20B.
The industry features a mix of companies serving different needs, from consumer investment apps to financial infrastructure. For example, Human Interest focuses on providing retirement plans for small businesses and is valued at $3B.
Below is the full list of 13 Wealth Management unicorn startups at this time.
Top 10 Most Valuable Wealth Management Unicorns
FNZ has created a global wealth management platform that serves major financial institutions. Their system combines technology, operational workflows, and investment services, allowing banks and asset managers to provide personalized wealth solutions for their clients.
| Valuation | $20B |
| Headquarters | London, England, United Kingdom |
| Year Founded | 2004 |
| Founders | Adrian Durham |
| Funding Amount | $5.8B |
| Company Size | Enterprise Organization (5,001+) |
| Last Funding Status | Corporate Round |
| Top Investors | Generation Investment Management, Temasek Holdings, General Atlantic, La Caisse, Raymond James |
Wealthsimple builds a financial platform that gives users a single place to trade stocks and crypto, save, and invest their money. They combine self-directed trading with automated investing, all through a simple interface designed to make wealth-building accessible to everyone.
| Valuation | $7B |
| Headquarters | Toronto, Ontario, Canada |
| Year Founded | 2014 |
| Founders | Brett Huneycutt, Michael Katchen, Rudy Adler, Som Seif |
| Funding Amount | CA$1.9B |
| Company Size | Large Team (251-1,000) |
| Last Funding Status | Series E |
| Top Investors | Base10 Partners, TCV, Redpoint, Inovia Capital, ICONIQ Growth |
Plaid builds the technology that lets people securely connect their financial accounts to the apps and services they want to use. Their data network has become the essential plumbing for the fintech industry, powering everything from payment apps to wealth management tools.
| Valuation | $6.1B (Joined December 2018) |
| Headquarters | San Francisco, California, United States |
| Year Founded | 2013 |
| Founders | William Hockey, Zachary Perret |
| Funding Amount | $1.3B |
| Company Size | Large Team (251-1,000) |
| Last Funding Status | Venture Round |
| Top Investors | Index Ventures, BlackRock, Norwest, Andreessen Horowitz, Franklin Templeton |
Monzo built a digital bank that operates entirely through a smartphone app, giving users a simple way to manage their money. They provide tools like instant spending notifications and easy-to-create savings pots, all centered around a transparent and user-friendly experience.
| Valuation | $6B (Joined October 2018) |
| Headquarters | London, England, United Kingdom |
| Year Founded | 2015 |
| Founders | Gary Dolman, Jason Bates, Jonas Huckestein, Paul Rippon, Tom Blomfield |
| Funding Amount | $1.8B |
| Company Size | Major Organization (1,001-5,000) |
| Last Funding Status | Series I |
| Top Investors | Accel, HSG, General Catalyst, Goodwater Capital, Stripe |
Human Interest builds a full-service 401(k) platform that makes it easy and affordable for small and medium-sized businesses to offer retirement benefits. They handle the complexities of plan administration and compliance, helping more employees save for their financial future.
| Valuation | $3B (Joined August 2021) |
| Headquarters | San Francisco, California, United States |
| Year Founded | 2015 |
| Founders | Paul Sawaya, Roger Lee |
| Funding Amount | $914.6M |
| Company Size | Large Team (251-1,000) |
| Last Funding Status | Venture Round |
| Top Investors | Alumni Ventures, Slow Ventures, Wing Venture Capital, BlackRock, TPG |
DriveWealth created an API-based brokerage infrastructure that allows fintechs and neobanks to embed investing experiences into their products. Their platform is built to handle fractional share trading, helping partners offer affordable and accessible U.S. stock market access to their customers globally.
| Valuation | $3B (Joined August 2021) |
| Headquarters | Jersey City, New Jersey, United States |
| Year Founded | 2012 |
| Founders | Robert Cortright |
| Funding Amount | $550.8M |
| Company Size | Large Team (251-1,000) |
| Last Funding Status | Series D |
| Top Investors | Quiet Capital, FTX, Insight Partners, Accel, SoftBank Vision Fund |
BGL Group digitally distributes insurance and household financial services to millions of customers. They are best known for creating and operating popular price comparison websites, including the UK's comparethemarket.com.
| Valuation | $3.B (Joined November 2017) |
| Headquarters | Peterborough, Peterborough, United Kingdom |
| Year Founded | 1991 |
| Founders | Douw Gerbrand Steyn |
| Funding Amount | £525M |
| Company Size | Major Organization (1,001-5,000) |
| Last Funding Status | Private Equity |
| Top Investors | CPP Investments |
Acorns developed a popular micro-investing app that makes it easy to get started with a portfolio. The platform automatically rounds up users' daily purchases and invests the spare change.
| Valuation | $2B (Joined March 2022) |
| Headquarters | Irvine, California, United States |
| Year Founded | 2012 |
| Founders | Jason Martell, Jeff Cruttenden, Mark Dru, Walter Cruttenden |
| Funding Amount | $510M |
| Company Size | Large Team (251-1,000) |
| Last Funding Status | Series F |
| Top Investors | Industry Ventures, Bain Capital Ventures, Headline, BlackRock, TPG |
Akulaku Group builds a banking and digital finance platform that provides a variety of virtual payment services. They are known for offering a suite of financial products, including digital credit and investment options, directly to consumers.
| Valuation | $2B |
| Headquarters | Jakarta, Jakarta Raya, Indonesia |
| Year Founded | 2016 |
| Founders | Gordon Hu, William LI |
| Funding Amount | $748.1M |
| Company Size | Major Organization (1,001-5,000) |
| Last Funding Status | Venture Round |
| Top Investors | Qiming Venture Partners, Legend Capital, IDG Capital, HSBC, Peak XV Partners |
SmartAsset operates an online destination for personal financial advice, offering a range of free tools and calculators. They also power SmartAdvisor, a marketplace that connects consumers with financial advisors.
| Valuation | $1B (Joined June 2021) |
| Headquarters | New York, New York, United States |
| Year Founded | 2012 |
| Founders | Michael Carvin, Philip Camilleri |
| Funding Amount | $161.4M |
| Company Size | Large Team (251-1,000) |
| Last Funding Status | Series D |
| Top Investors | SV Angel, FJ Labs, TTV Capital, Y Combinator, Citi Ventures |
The Remaining 3 Wealth Management Unicorns
The top 10 unicorns get a lot of the headlines, but they only tell part of the story. A handful of other companies are also making big moves in the space.
Combined, these startups have raised over $1 billion, with teams based in both the United States and Mexico. Here are the remaining wealth management unicorns to keep an eye on.
| Unicorn Startup | Country | Year Founded | Amount Raised | Valuation |
|---|---|---|---|---|
 Kapital | Mexico | 2020 | $471.1M | $1B |
 Wealthfront | United States | 2008 | $274.2M | $1B |
 M1 Holdings | United States | 2015 | $323.2M | $1B |
