Niche — Wealth management
Wealth & investing startups worth watching
Wealth management, brokerage, and retail investing platforms — robo-advisors, retirement, and asset management.
- Revolut
One app, all things money.
- Wealthsimple
Smart investing and saving for Canadians.
- Trade Republic
The home for your money.
- CRED
Rewards platform for credit-card payers in India.
- Zerodha
India's largest stock broker.
- Harper
AI-native commercial insurance brokerage
- Freq
Tax-aware investing that maximizes after-tax returns
- ARQ
Modern finance for the global era
- Parrot Finance
Social investing platform for Gen Z
- Clear Street
Modernizing the brokerage ecosystem
- Fractional
Fractional home co-ownership platform
- Carry
Helping business owners build wealth
- Savvy Wealth
Digital-first wealth management
- YieldClub
High yield crypto savings for all
- RockFi
Wealth management platform
- Clove
Reimagining financial advice
- Basic Capital
The new way to 401(k)
- Chronograph
Analytics for private capital
- Origin
A new era of wealth management
- Range
Range
- Nevis
AI platform for wealth management
- Autonomous
AI-native wealth strategist
- WithCoverage
Flat-free business insurance
- Alix
Wealth transfer platform
- Augment Market
Buy & sell shares in private tech companies
- Autopilot
Invest alongside world-class investors
- Cambio
AI-powered commercial real estate operations
- Composer
Automated trading platform
- Formance
Open source financial infrastructure
- Jump AI
AI notetaking for wealth advisors
- Hanover Park
The AI-native fund administrator