Wealth & investing startups worth watching

LU

Lunar

The Nordic banking app.

AR

ARQ

Modern finance for the global era

PF

Parrot Finance

Social investing platform for Gen Z

CS

Clear Street

Modernizing the brokerage ecosystem

FR

Fractional

Fractional home co-ownership platform

CA

Carry

Helping business owners build wealth

SW

Savvy Wealth

Digital-first wealth management

YI

YieldClub

High yield crypto savings for all

RO

RockFi

Wealth management platform

CL

Clove

Reimagining financial advice

BC

Basic Capital

The new way to 401(k)

CH

Chronograph

Analytics for private capital

OR

Origin

A new era of wealth management

RA

Range

Range

NE

Nevis

AI platform for wealth management

AU

Autonomous

AI-native wealth strategist

WI

WithCoverage

Flat-free business insurance

AL

Alix

Wealth transfer platform

AM

Augment Market

Buy & sell shares in private tech companies

AU

Autopilot

Invest alongside world-class investors

CA

Cambio

AI-powered commercial real estate operations

CO

Composer

Automated trading platform

FO

Formance

Open source financial infrastructure

JA

Jump AI

AI notetaking for wealth advisors

HP

Hanover Park

The AI-native fund administrator