This free sheet contains 100 accelerators and incubators you can apply to today, along with information about the industries they generally invest in.
This free sheet contains all the information about the top 100 unicorns, including their valuation, HQ's location, founded year, name of founders, funding amount and number of employees.
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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.
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Buy It For $97 $297 →Information about the industries, countries, and cities they generally invest in.
Get the Sheet for $50Information about their valuation, HQ's location, founded year, name of founders, funding amount and number of employees.
Get the Sheet for $50List of startup investors in the BioTech, Health, and Medicine industries, along with their Twitter, LinkedIn, and email addresses.
Get the Sheet for $50List of 250 startup investors in the AI and Machine Learning industries, along with their Twitter, LinkedIn, and email addresses.
Get the Sheet for $50List of 250 startup investors in the FinTech and Finance industries, along with their Twitter, LinkedIn, and email addresses.
Get the Sheet for $50FNZ 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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 |
|---|---|---|---|---|
| Mexico | 2020 | $471.1M | $1B | |
| United States | 2008 | $274.2M | $1B | |
| United States | 2015 | $323.2M | $1B |
