Wealth Management Startups

VeriRFP Air-gapped security questionnaire automation

Sucesio Organize and securely transmit your assets to heirs automatically

Mentiq BOOSTED Identify churn drivers and automatically retain SaaS customers BOOSTED

Valura.ai Making investing accessible with microunits and guidance

X1 Wealth Family office-grade financial planning for high-income professionals

GiveML Stop guessing with your money. Get a calm financial plan.

WealthyMe Track your wealth, Grow your money, Feel in control

GuardianWealth An all-on-one personal finance app that helps you build wealth

E

Ethos Invest for financial well-being AND your impact on the world

Capital Minded A weekly guide to investing for tech workers

FirstStep Save as you spend

H

Hoard Invest, trade, send and securely store cryptocurrency assets from one app

Reservar Save money in a revolutionary way

Sqrrl A buddy you can count on to help you save and grow your money, effortlessly!

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Selma.io Making investing easy as Sunday morning

AfterVault Make sure your family and friends have the vital information they need

OpenHedgeFund Provinding the best portfolio strategies to the crowd by the crowd