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Top 9 Wealth Management Unicorn Companies in 2023

Divvy, BILL’s spend and expense management solution, is one of the easiest and most efficient ways to manage your company spend.

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The Wealth Management industry is filled with successful companies that have raised millions of dollars in VC funding that came from some of the top investors in the world.

Many of these successes have turned into unicorns — private companies worth over $1 billion.

If you want to build the next unicorn in the Wealth Management space, these 9 companies should be your inspiration.

9 Wealth Management Unicorns Companies

Accelerators & Incubators List
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2,658 Accelerators & Incubators

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1,016 Unicorns

Information about their valuation, HQ's location, founded year, name of founders, funding amount and number of employees.

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Complete Unicorns List
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1,016 Unicorns

Information about their valuation, HQ's location, founded year, name of founders, funding amount and number of employees.

Get the Sheet for $50

1) BGL Group

BGL Group

BGL Group is an insurance and financial consultancy group that utilizes the latest software to digitally distribute a wide range of products.

Details of the startup:

  • Valuation: $3.00B (November 2017)
  • Country: United Kingdom
  • State: England
  • City: Peterborough
  • Started in: 1992
  • Founders: Douw Gerbrand Steyn
  • Number of employees: 1,000-5,000
  • Funding: $900.00M
  • Funding rounds: 1
  • Number of investors: 1

You can find their website here.

2) Addepar

Addepar

Addepar is a wealth management software that offers data analytics and portfolio visualization capabilities.

Details of the startup:

  • Valuation: $2.17B (June 2021)
  • Country: United States
  • State: California
  • City: Mountain View
  • Started in: 2009
  • Founders: James Rothschild, Jason Mirra, Joe Lonsdale, Justin Rockefeller
  • Number of employees: 250-500
  • Funding: $513.93M
  • Funding rounds: 12
  • Number of investors: 38

You can find their website here.

3) Akulaku

Akulaku

Akulaku is Southeast Asia's premier banking and digital financial platform.

Details of the startup:

  • Valuation: $2.00B (February 2022)
  • Country: Indonesia
  • City: Jakarta
  • Started in: 2014
  • Founders: Gordon Hu, William LI
  • Number of employees: 1,000-5,000
  • Funding: $455.00M
  • Funding rounds: 10
  • Number of investors: 15

You can find their website here.

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4) Acorns

Acorns

Acorns is a finance company that allows people to round up their purchases and automatically invest the difference.

Details of the startup:

  • Valuation: $1.90B (March 2022)
  • Country: United States
  • State: California
  • City: Irvine
  • Started in: 2012
  • Founders: Jason Martell, Jeff Cruttenden, Mark Dru, Walter Cruttenden
  • Number of employees: 251-500
  • Funding: $506.96M
  • Funding rounds: 10
  • Number of investors: 39

You can find their website here.

5) M1 Holdings

M1 Holdings

M1 is a finance super app. 

Details of the startup:

  • Valuation: $1.45B (July 2021)
  • Country: United States
  • State: Illinois
  • City: Chicago
  • Started in: 2015
  • Founders: Brian Barnes
  • Number of employees: 251-500
  • Funding: $323.22M
  • Funding rounds: 7
  • Number of investors: 8

You can find their website here.

6) Stash

Stash

Stash is a personal finance app that combines banking, investing, and advice into one platform.

Details of the startup:

  • Valuation: $1.40B (February 2021)
  • Country: United States
  • State: New York
  • City: New York
  • Started in: 2015
  • Founders: Brandon Krieg, David Ronick, Ed Robinson
  • Number of employees: 250-500
  • Funding: $439.25M
  • Funding rounds: 10
  • Number of investors: 12

You can find their website here.

7) SmartAsset

SmartAsset

SmartAsset is an online destination for financial advice that powers SmartAdvisor, a marketplace connecting consumers to financial advisors.

Details of the startup:

  • Valuation: $1.00B (June 2021)
  • Country: United States
  • State: New York
  • City: New York
  • Started in: 2012
  • Founders: Michael Carvin, Philip Camilleri
  • Number of employees: 100-250
  • Funding: $157.62M
  • Funding rounds: 8
  • Number of investors: 25

You can find their website here.

8) MobiKwik

MobiKwik

MobiKwik is India’s leading fintech platform, operating businesses in consumer payments, payment gateway, and financial services.

Details of the startup:

  • Valuation: $1.00B (October 2021)
  • Country: India
  • City: Haryana
  • Started in: 2009
  • Founders: Bipin Singh, Chandan Joshi, Upasana Taku
  • Number of employees: 250-500
  • Funding: $248.96M
  • Funding rounds: 16
  • Number of investors: 27

You can find their website here.

9) Human Interest

Human Interest

Human Interest helps employees of small and medium-sized businesses save for retirement.

Details of the startup:

  • Valuation: $1.00B (August 2021)
  • Country: United States
  • State: California
  • City: San Francisco
  • Started in: 2015
  • Founders: Paul Sawaya, Roger Lee
  • Number of employees: 500-1,000
  • Funding: $335.02M
  • Funding rounds: 8
  • Number of investors: 27

You can find their website here.

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