Originally published by Financial Technology Report on August 19th, 2025
The Financial Technology Report is pleased to announce The Top 25 WealthTech Companies of 2025. The WealthTech space continues to grow quickly as firms adopt platforms that combine multi-asset portfolio management, AI-powered insights, and tax-efficient strategies. Advisors are seeking tools that make operations more efficient and improve client service, while institutions look to unify custody, trading, reporting, and compliance into single technology solutions. From digital wealth platforms to enterprise-grade AI agents, WealthTech is shaping how firms handle complex portfolios and respond to evolving client needs with greater clarity and precision.
The companies on this year’s list are delivering the specialized tools the industry needs to keep pace with change. Some focus on bringing all of a client’s accounts and investments into a single view, generating tailored reports, and ensuring compliance with evolving regulations. Others emphasize timely insights that inform better investment decisions, whether through modeling strategies, tracking emerging asset classes, or offering interactive ways to present data that strengthen client relationships.
Among the awardees, MyVest is advancing multi-account aggregation and personalized reporting for advisors managing complex portfolios. Zerion is recognized for its intuitive platform that allows users to navigate decentralized finance through real-time portfolio insights on their smartphones. TIFIN is applying artificial intelligence to help enterprises automate middle-office tasks and strengthen data-driven client engagement.
These companies demonstrate how technology can translate complex financial data into helpful guidance, reduce operational friction, and expand access to high-quality investment advice. By blending innovation with practical application, they are helping advisors and institutions improve their practices and navigate an increasingly sophisticated wealth management environment. Please join us in recognizing The Top 25 WealthTech Companies of 2025.
1. SoFi Technologies, Inc.
SoFi Technologies, Inc. is a San Francisco–based digital financial services provider serving over 10.9 million members. Through its all-in-one platform, SoFi enables individuals to borrow, save, spend, invest, and protect their money, while also providing access to financial planners, exclusive experiences, and a member community. Its technology platform, Galileo, powers financial solutions for fintechs, institutions, and brands, serving over 158 million global accounts. In early 2025, SoFi secured its largest Loan Platform Business agreement to date—up to $5 billion with Blue Owl Capital—expanding access to personal loans while diversifying revenue toward fee-based models.
The company continues to broaden its offerings and strengthen funding capabilities, including the February 2025 closing of a $697.6 million securitization backed by personal loans from its Loan Platform Business, attracting 35 institutional investors. SoFi has also expanded investment opportunities through its December 2024 partnership with Templum, offering accredited members access to the Cosmos Fund (solely exposed to SpaceX), Pomona Investment Fund, and StepStone Private Markets Fund. These initiatives underscore SoFi’s focus on delivering technology-driven financial tools, enhancing access to alternative assets, and expanding lending capacity to meet rising member demand.
2. MyVest
MyVest is an enterprise wealth management technology company that develops tools to help firms deliver personalized portfolios at scale. A subsidiary of TIAA since 2016 and headquartered in San Francisco, the company serves broker-dealers, banks, RIAs, and service providers through its SaaS-based Strategic Portfolio System™ (SPS).
The platform automates the entire investment process—from proposal generation and portfolio management to tax-aware rebalancing, order management, reporting, and billing—enabling firms to improve efficiency while tailoring investment strategies to individual client needs. By integrating open architecture, custodian-agnostic capabilities, and an intuitive interface, MyVest allows wealth managers to embed advanced portfolio tools directly into existing workflows.
In 2025, MyVest expanded its capabilities through strategic partnerships. In July, it partnered with Alphathena to integrate personalized, tax-smart direct indexing into SPS, making advanced customization and household-level portfolio management accessible beyond high-net-worth clients. In June, the company partnered with InvestSuite to add custom model portfolio construction tools, giving firms greater control over multi-asset strategies and tax-aware implementation. These collaborations strengthen MyVest’s commitment to flexible, scalable solutions and position it to add new capabilities in portfolio construction, tax management, and client personalization.
3. Wealthsimple
Founded in 2014 and headquartered in Toronto, Wealthsimple set out to make investing and financial management accessible to all Canadians by simplifying processes, reducing fees, and eliminating industry jargon. It offers a suite of products including managed investing, self-directed trading, cryptocurrency, tax filing, spending, and savings. Serving over three million Canadians with more than $50 billion in assets under management, the company provides tools designed to help people achieve financial freedom. In 2024 and 2025, Wealthsimple expanded its platform with features such as 24/5 trading for U.S.-listed stocks and ETFs—the first of its kind in Canada—providing clients with the flexibility to react to market events at any time.
Wealthsimple continues to strengthen its offerings through strategic product rollouts and talent acquisitions. In early 2025, it introduced margin trading, enabling eligible clients to borrow against their portfolios with some of the lowest interest rates in the Canadian market and without common brokerage fees. That same year, the company acquired the team from U.S.-based fintech Plenty, whose expertise in financial planning for couples aligns with Wealthsimple’s focus on household financial tools. This integration supports Wealthsimple’s broader goal of becoming the go-to financial platform for Canadian families while expanding access to sophisticated investing tools.
4. Altruist
Altruist is a modern custodian built exclusively for registered investment advisors (RIAs) committed to acting in their clients’ best interests. Headquartered in Culver City, California, the company delivers a unified platform that streamlines account opening, trading, reporting, billing, portfolio management with over 22 third-party integrations. By simplifying every stage of advisory operations, Altruist helps firms reduce costs, improve efficiency, and keep client fees low while expanding access to quality financial advice. Its vertically integrated technology combines custody services with front, middle- and back-office tools, that remove inefficiencies for RIAs.
Now serving nearly 5,000 advisors and ranking as the third-largest custodian by advisors served, Altruist has accelerated growth through product expansion and strategic investment. In April 2025, it raised $152 million in Series F funding led by GIC, valuing the company at roughly $1.9 billion. Recent product developments include a high-yield cash account, scalable tax management solutions, and a fully digital fixed-income trading experience. The company has also strengthened its leadership team and enhanced third-party trading integrations to attract enterprise-level firms. With consecutive years of growth in both revenue and assets under management, Altruist continues to expand its platform and serve more advisors.
5. BetaNXT
BetaNXT delivers integrated wealth management enterprise solutions powered by real-time data capabilities. Through its suite of technology, data, and operations-as-a-service offerings, the company enables wealth managers, institutional firms, and digital brokers to provide a comprehensive experience for advisors and investors. The company’s platforms streamline operational processes, enhance advisor productivity, and strengthen client engagement. In 2025, BetaNXT advanced its capabilities with key developments, including the launch of BetaNXT CastX, an automated corporate actions management platform that reduces operational risk, improves transparency, and provides insights to advisors and investors.
With headquarters in New York, BetaNXT serves a global client base, ranging from U.S. banks to retirement plan recordkeepers. The company strengthened its market position this year through strategic moves such as acquiring Delta Data, a specialist in investment fund processing for distributors, asset managers, and transfer agents, expanding its offerings in trade management, compliance, and revenue management. BetaNXT also partnered with Fi-Tek to introduce TrustWealthX, giving financial institutions a unified view and reporting capability across trust, brokerage, and wealth businesses. Backed by Clearlake Capital Group and Motive Partners, BetaNXT continues to expand its advanced data solutions, such as DataXChange, to help clients optimize decision-making and improve operational efficiency.
6. Objectway
With over three decades of expertise in financial technology, Objectway delivers end-to-end software and services for banks, wealth managers, and asset managers worldwide. Founded by Luigi Marciano in 1990, the company offers a modular, mission-critical platform covering front, middle, and back-office operations, enabling clients to improve performance, streamline processes, and serve investors consistently across jurisdictions. Supporting more than 100,000 investment professionals managing over €1 trillion in assets, Objectway’s “Solution-as-a-Service” model is built on scalable cloud infrastructure that is designed to meet the needs of financial institutions of all sizes.
Headquartered in Milan with offices across Europe, North America, and the Middle East, Objectway serves over 250 financial institutions in more than 16 countries. In August 2025, the company secured a majority investment from Cinven, supporting accelerated growth, advancing platform innovation, and enabling strategic acquisitions. Earlier in 2025, Objectway entered the MENA region by partnering with Kuwait Financial Centre “Markaz” to deliver a front-office solution that enhances client experiences. The firm also deepened its UK footprint through a collaboration with Close Brothers Asset Management to strengthen their front-office capabilities. These initiatives reflect Objectway’s focus on expanding its market presence, enhancing client experiences, and driving sustainable value in wealth and asset management.
7. Advisor360°
Advisor360° delivers integrated enterprise software designed for wealth management firms, uniting advisor- and investor-facing tools with back-office processing in one secure platform. Founded in 2019 by financial advisors, the company leverages its proprietary Unified Data Fabric® to streamline portfolio reporting, financial planning, insurance, trading, compliance, and more—helping broker-dealers and advisors increase productivity, reduce operational costs, and manage regulatory risk. With over $1 billion invested into its platform, Advisor360° serves as the system of record for three million households representing $1 trillion in assets, offering both comprehensive enterprise solutions and targeted, stand-alone tools.
Headquartered in Needham, Massachusetts, Advisor360° partners with wealth management enterprises, independent RIAs, and technology providers across the U.S. to deliver scalable, secure, and compliance-ready solutions. In 2025, the company expanded its AI capabilities with the acquisition of Boston-based Parrot AI, integrating secure meeting transcription and automated workflow generation into its offerings. This was followed by the launch of Parrot AI™, a generative AI assistant for advisor workflows, and Tandem™, a multi-custodial CRM+ solution for independent RIAs with financial planning integrations, secure document management, and AI-powered insights. These releases reflect Advisor360°’s commitment to equipping financial professionals with tools for operational efficiency, client management, and business support.
8. Acorns
Since its founding in 2014, Acorns has built a reputation for helping everyday Americans and their families save and invest for the future. Guided by its mission to look after the financial best interests of the up-and-coming, the company offers a suite of easy-to-use tools for every life stage—from micro-investing spare change to long-term savings and retirement planning. Products such as Acorns Early, a smart money app and debit card for kids, help foster financial skills from an early age, while its subscription services support families in managing their finances together. Acorns has served more than 15.5 million customers globally and facilitated over $26 billion in investments.
Acorns continues to expand its reach through strategic acquisitions that strengthen its position as a comprehensive financial wellness platform for families. In June 2025, the company acquired Zeta, a financial planning platform for couples, enhancing its offerings for shared financial journeys. This followed its May 2025 acquisition of EarlyBird, a wealth and memory platform for children, building on earlier purchases of GoHenry, PixPay, and Chronifi. With these moves, Acorns is focused on supporting customers from their first invested dollar through retirement, making financial growth accessible at every stage of life.
9. Wealthfront
Wealthfront is a technology-driven financial platform designed to help young professionals transform savings into long-term wealth through automated, low-cost solutions. Founded in Palo Alto, California, the company offers a suite of products including high-yield cash accounts, diversified ETF and bond investing, zero-commission stock investing, and low-cost margin loans. Wealthfront’s software-based advice engine and tax-efficient tools—such as automated Tax-Loss Harvesting and its new S&P 500 Direct portfolio—aim to maximize returns and simplify personal finance. Wealthfront manages over $80 billion in assets for more than one million U.S. clients.
Serving a nationwide customer base, Wealthfront has partnered with notable organizations to extend its reach. In January 2025, the company announced a strategic collaboration with Nasdaq Private Market, giving private company shareholders direct access to Wealthfront’s wealth management products following liquidity events. Through this integration, clients can directly move proceeds from secondary share sales into high-yield cash accounts—currently offering a 4.00% APY—or invest across a range of risk-adjusted portfolios. The company continues to focus on enhancing product capabilities and forming partnerships to help individuals grow wealth efficiently and securely.
10. Pontera
Pontera helps financial advisors securely manage workplace retirement accounts, supporting better long-term financial outcomes for millions of Americans. Since 2012, the New York-based fintech firm has built a platform that connects with existing portfolio management tools, enabling advisors to manage 401(k)s, 403(b)s, and other held-away accounts alongside clients’ broader investment strategies. Designed for Registered Investment Advisors, Broker-Dealers, and major financial institutions, Pontera’s technology supports compliant account management, rebalancing, reporting, and billing—giving advisors the ability to deliver coordinated retirement planning while keeping client data secure.
Serving advisors nationwide, Pontera has strengthened its reach through strategic partnerships and platform integrations. In 2025, it teamed with Snowden Lane Partners to equip the firm’s advisors with tools to manage clients’ workplace retirement accounts as part of a unified portfolio. Earlier in the year, an integration with Orion Trading expanded advisors’ ability to rebalance, report, and bill on 401(k) and other held-away assets within one platform, streamlining household-level investment strategies. The company continues to focus on partnerships and product enhancements to deliver scalable, comprehensive retirement account management.
11. M1 Finance
M1 Finance is a Chicago-based fintech company offering a comprehensive personal finance platform designed to help individuals build long-term wealth. Established with the mission of simplifying wealth management, M1 combines investing, borrowing, spending, and saving tools into its Finance Super App™. The platform offers features such as automated investing, high-yield savings accounts, margin and personal loans, and a high cash-back credit card with rewards that can be automatically reinvested. Serving hundreds of thousands of customers, M1 manages over $10 billion in assets, providing tools that help clients manage money according to their individual goals and preferences.
The company’s platform integrates partnerships in banking, credit, and investment services, supporting a complete user experience. The company continues to expand its offerings, focusing on enhancing automation, delivering competitive rates, and streamlining wealth-building for everyday investors. With more than 300 employees nationwide, M1 continues to provide clients with resources to take control of their financial futures.
12. SwissBorg
SwissBorg is a Switzerland-based wealth management platform that enables over one million users to invest, trade, and earn through digital assets and decentralized finance. Founded in 2018 after a successful ICO, the company operates under multiple EU licenses, including Virtual Currency Exchange and Wallet services and France’s PSAN/DASP registration. Its flagship Meta-Exchange connects to 17 major exchanges, providing trading rates for more than 40 cryptocurrencies and 16 fiat currencies. Users can also access crypto bundles that adjust to market conditions, yield-earning opportunities on multiple assets, and early-stage Web3 investment projects. The BORG token anchors the platform’s ecosystem, offering holders various benefits.
With headquarters in Lausanne and a global team of over 250, SwissBorg serves a diverse, international customer base. The company launched WeMine Vaults, allowing users to earn Bitcoin mining rewards without owning mining hardware, alongside a $MINE token airdrop as part of platform initiatives. These initiatives reflect SwissBorg’s continued focus on expanding its offerings, deepening user engagement, and supporting a community-driven approach to wealth management.
13. TIFIN
TIFIN applies AI, data science, and advanced technology to address challenges in wealth and asset management, developing solutions that improve operational efficiency and client outcomes. The company builds and operates a portfolio of businesses, including TIFIN Magnifi, TIFIN @Work, TIFIN Sage, TIFIN AG, TIFIN AMP, TIFIN Wealth, Helix, Give, TIFIN AXIS, and TIFIN India, with past ventures such as 55ip which was acquired by JP Morgan. With the capability to bring products from MVP to market in as little as six months, TIFIN develops tools that range from personalized financial guidance platforms to AI-powered productivity agents for operational teams. Founded in 2018 by Dr. Vinay Nair, the company is headquartered in Boulder, Colorado.
Serving wealth enterprises, asset managers, and insurers globally, TIFIN has recently advanced its reach and capabilities through major initiatives. In April 2025, it launched TIFIN AXIS, a platform of AI agents built with Palantir to automate middle office processes. In June, it deepened its collaboration with Concurrent Investment Advisors enhancing data-driven client engagement through TIFIN AG. By July, TIFIN had opened a multilingual LLM innovation hub in India, improving the company’s ability to serve markets such as Japan and enabling development across its U.S., Spain, and India teams. Supported by investors including JP Morgan, Morningstar, and Franklin Templeton, TIFIN continues to expand its AI capabilities to meet the needs of a global financial sector.
14. Wahed
Founded in 2015, Wahed is a global financial technology company specializing in ethical, Shariah-compliant digital investing. The company offers riba-free financial alternatives that allow clients to invest according to their values. Through its platform, Wahed provides diversified portfolio options tailored to individual risk appetites, making halal investing accessible to individuals of all financial backgrounds and investment experience levels. Operating in key markets including the UK, U.S., Malaysia, and the UAE, Wahed enables clients to grow their wealth in line with their principles.
With more than 400,000 customers worldwide, Wahed has established a presence in values-based investing. The company recently secured a strategic investment from Qatar Development Bank to accelerate its global expansion and further financial inclusion efforts. Wahed continues to expand its offerings through product updates and strategic initiatives that increase access to Shariah-compliant investments. Headquartered in London, England, the company remains focused on expanding its reach and building long-term trust with its clients.
15. Vise
Founded in 2016 and headquartered in New York, Vise is a technology-powered asset manager that provides financial advisors with tools to build, manage, and explain personalized portfolios at scale. With a goal of helping advisors improve investment outcomes while growing their practices, Vise offers a platform covering nearly every asset class and strategy. The company’s recent product launch in July 2025 introduced integrated, tax-aware options overlays, allowing advisors to define protection levels, income targets, and risk parameters without disrupting core allocations. Backed by investors such as Sequoia and Founders Fund, Vise has raised nearly $130 million to date.
Vise serves a growing network of U.S.-based wealth firms, including its October 2024 partnership with NewEdge Wealth, which manages over $55 billion in client assets. Through this collaboration, NewEdge advisors use Vise’s platform to deliver tailored, tax-efficient portfolios while streamlining operations and onboarding client accounts. The company continues to expand its capabilities with a focus on enhancing personalization, operational efficiency, and scalable portfolio management.
16. RightCapital
RightCapital delivers financial planning software designed to help advisors simplify planning, engage clients, and grow their practices. Established by brothers Shuang and Song Chen, the platform combines expertise in finance and technology to replace outdated planning tools with a faster, more intuitive experience. Its suite of capabilities covers areas such as retirement, Social Security, debt management, and risk analysis, enabling thousands of advisors to create tailored plans that guide clients toward long-term financial goals. In 2025, the company introduced RightExpress, a new tool that enables advisors to develop focused financial plans with minimal onboarding, address immediate client concerns, and provide an entry point for broader planning relationships.
With a client base spanning thousands of financial advisors nationwide, RightCapital continues to expand its partnerships and integrations to enhance accuracy and efficiency. A notable 2025 collaboration with AI solutions provider Jump enables advisors to automatically sync meeting insights into RightCapital, reducing manual data entry. Based in Shelton, Connecticut, RightCapital aims to further strengthen its position as a fast-growing financial planning software by equipping advisors with easy-to-use solutions that support client relationships and business growth.
17. Equirus Wealth
Part of the Equirus Group, Equirus Wealth is a Mumbai-based wealth management firm focused on delivering transparent solutions for individuals, families, and corporations. Established in 2016, Equiris Wealth builds on the group’s 17 years of experience in investment banking, equity research, and capital markets, with a track record of over 245 successful transactions raising more than $11 billion. Its services include portfolio management, estate planning, alternative investments, and comprehensive advisory. The firm’s approach combines advisory expertise with advanced digital capabilities, enabling high-net-worth individuals and emerging affluent clients to track and monitor their wealth across multiple asset classes in real time.
Equirus Wealth recently expanded its capabilities through the acquisition of Credence Family Office, forming a $2.1 billion unit and broadening its client base. In 2025, the firm launched a AI-driven wealth-tech platform that offers consolidated portfolio views, advanced analytics, multi-currency tracking, and a ‘What-if’ simulator for interactive scenario planning. This “phygital” model strengthens client-advisor engagement while meeting the growing demand for tech-enabled autonomy. With assets under management now exceeding ₹18,000 crore and a target of ₹50,000 crore by 2028, Equirus Wealth is building scale while expanding its personalised advisory capabilities. The company’s integration of proprietary research from 35+ analysts covering over 270 companies provides clients with data-driven insights to inform investment decisions.
18. Ethic
Ethic helps financial advisors and institutions design portfolios that reflect clients’ personal values, tax needs, and long-term financial goals. Founded in 2016, the company’s technology platform combines sustainability principles with institutional-level quantitative finance, offering direct indexing separately managed accounts (SMAs), unified managed accounts (UMAs), model portfolios, and active tax management. Advisors using Ethic’s platform gain tools to streamline workflows, engage clients with clear reporting, and deliver investment strategies that connect to clients’ priorities.
Headquartered in New York City, Ethic works with a wide network of custodians, including Fidelity, Charles Schwab, Pershing, BNY Mellon, Northern Trust, U.S. Bank, Truist, UBS, and Morgan Stanley. In April 2025, Ethic secured $64 million in Series D funding, led by State Street Global Advisors (SSGA), alongside existing investors such as Oak HC/FT, Nyca Partners, UBS, Jordan Park, and Fidelity. This financing coincided with a strategic partnership with SSGA to develop customized investment solutions—SMAs, UMAs, and model portfolios—at scale for institutional and intermediary clients. With more than $5 billion in assets under management, Ethic continues to expand its capabilities, working to make personalized, values-aligned, and tax-smart investing available to more advisors and clients.
19. Quantifeed
Quantifeed delivers digital wealth management solutions to leading financial institutions across Asia and beyond. Founded in 2013 and headquartered in Hong Kong, with offices in Singapore, Australia, Japan, and India, the company’s platform, QEngine, supports end-to-end wealth management across asset classes such as structured products, private equity, and digital assets. Built by financial and quantitative engineers, QEngine integrates with existing banking systems to handle trade processing, portfolio monitoring, fee management, and reporting. The platform’s configurable design allows banks, insurers, brokers, and wealth planners to provide highly personalized investment experiences to their clients.
Quantifeed’s client base includes institutions such as DBS Bank in Singapore, MUFG Bank in Japan, and Cathay United Bank in Taiwan. In 2024, the company expanded its portfolio through the acquisition of London-based wealthtech firm Alpima, enhancing its capabilities in portfolio design and client engagement tools. This followed strategic deployments of QEngine across major markets, strengthening financial institutions’ ability to deliver tailored wealthcare solutions at scale. With a strong network of regional partners and a growing presence in key financial hubs, Quantifeed continues to advance its technology platform to meet evolving client needs, support multi-asset capabilities, and broaden its reach across Asia-Pacific and global markets.
20. Infinite Investment Systems
Since 2004, Infinite Investment Systems has provided portfolio management technology designed for the Canadian wealth management sector. The company’s flagship platform, Harmony, supports financial institutions, wealth managers, and investment professionals in managing client portfolios with precision, efficiency, and compliance readiness. Backed by a team with expertise in both finance and software engineering, Infinite delivers technology and service that help firms streamline operations, meet regulatory mandates, and scale effectively. Recent developments include the creation of an AI-powered digital assistant, which allows advisors and back-office staff to quickly access client information, generate reports, and manage compliance tasks through a conversational interface.
Headquartered in Toronto, Infinite serves a national client base and is expanding its reach through strategic initiatives. In February 2025, the company secured a majority investment from J.C. Flowers & Co., marking a step toward expanding its product offerings and strengthening its market presence in North America. This partnership also brings the guidance of industry leaders Louis Vachon and Eric Rahe to Infinite’s board. With ongoing product advancements and a focus on practical, client-driven solutions, Infinite aims to equip wealth management professionals with tools designed to improve client service and operational effectiveness.
21. BrightPlan
BrightPlan delivers a comprehensive approach to financial wellness, helping employees manage their finances at every stage of life. Headquartered in Boca Raton, Florida, the company combines an AI-powered digital platform with experienced financial advisors, offering services such as financial planning, budgeting, savings, investing, debt management, retirement, and wealth transfer. As a solution certified for fiduciary excellence, BrightPlan provides employers a way to offer personalized, scalable support integrated with existing benefits to allow all employees to gain financial success.
Serving thousands of employees worldwide, BrightPlan partners with organizations to improve employee engagement and retention through financial education and employer insights. In 2023, the company announced a technology partnership with UKG to help HR teams improve employee experience and attract talent by integrating financial wellness tools into workforce management systems. BrightPlan’s strategy focuses on expanding its global reach, strengthening employer partnerships, and refining its digital-plus-human model to provide employees and HR leaders with clear pathways to long-term financial wellbeing.
22. Zoe Financial
Zoe Financial is a modern wealth platform designed to connect individuals with vetted, independent financial advisors nationwide. Founded in New York, Zoe focuses on helping clients grow and protect their wealth through tailored strategies typically offered to high-net-worth individuals. Its all-in-one platform offers account opening, funding, automated rebalancing, direct indexing, and commission-free fractional trading in an end-to-end experience. In 2025, Zoe expanded its capabilities with the launch of direct indexing, enabling advisors to deliver personalized, tax-efficient investment solutions without adding workload or increasing headcount.
Serving a range of clients across the United States, Zoe partners with registered investment advisors (RIAs) who share its client-first philosophy. The company’s technology and service model have attracted growth-focused firms like SteelPeak Wealth Partners, a $3.4 billion AUM RIA, which joined forces with Zoe in early 2025 to scale operations and enhance client experience. Backed by $29.6 million in Series B funding, Zoe continues to strengthen its platform, streamline advisor workflows, and broaden access to customized wealth planning. Its strategic focus remains on expanding partnerships and delivering tools that help advisors and clients achieve long-term financial goals with greater efficiency and personalization.
23. Zerion
Founded in 2016 by Evgeny Yurtaev, Alexey Bashlykov, and Vadim Koleoshkin, Zerion is a Web3 wallet and investing platform designed to give users full control over their digital assets. The company’s mission is to provide transparent and censorship-resistant financial services accessible from any smartphone worldwide. Zerion’s technology aggregates data from major wallets, networks, and decentralized exchanges, allowing users to manage DeFi and NFT portfolios from a single interface. The platform is non-custodial, allowing users to retain full control of their funds while providing portfolio management tools. Since launch, Zerion has processed over $1 billion in transactions and supports hundreds of thousands of users across more than 150 countries.
With a global user base of over 400,000 monthly active wallets, Zerion serves both experienced Web3 participants and newcomers seeking a secure method to engage with decentralized finance. The company’s Series B funding in 2022, led by Wintermute Ventures and totaling $12 million, has supported product development and expanded mobile capabilities. This investment helps Zerion enhance accessibility, integrate additional blockchain networks, and deliver advanced features for NFT and DeFi asset management. By combining a strong partner network, including investors like Mosaic Ventures, Lightspeed Ventures, and Placeholder Ventures, with a focus on usability, Zerion continues to strengthen its position in decentralized asset ownership.
24. Reflexivity
Reflexivity provides institutional investors with a platform that integrates reliable financial data from sources including S&P Global, LSEG Datastream, Cboe, and Nasdaq with explainable AI. Designed to deliver insights rather than overwhelming noise, the platform supports the full lifecycle of asset and portfolio management. Its capabilities help users analyze market data, identify patterns, and make data-driven decisions without requiring separate data agreements. With expertise in financial analysis and AI-driven modeling, Reflexivity simplifies complex investment processes and provides clients with tools to improve accuracy, efficiency, and outcomes.
Headquartered in New York with offices in London and Tokyo, Reflexivity serves a global base of institutional clients across asset management, banking, and investment sectors. The company has partnered with major data providers and financial institutions to expand the scope and reliability of its offerings. In July 2024, Reflexivity secured $30 million in Series B funding to accelerate product development and scale its market reach. The company continues to focus on strengthening its AI models, expanding geographic coverage, and enhancing data partnerships to help institutional investors respond quickly to market opportunities and manage risk.
25. Grifin
Founded in 2017 in Tampa, Florida, Grifin was created by Aaron Froug, Bo Starr, and Robin Froug to help people invest as part of their daily routines. The company’s app connects everyday spending with stock market participation, automatically purchasing $1 worth of stock in publicly traded companies whenever a user shops, pays bills, or makes transactions with them. Through its proprietary Adaptive Investing™ technology, Grifin offers a fully automated, incremental investing process that builds portfolios over time without requiring prior financial knowledge. This approach is designed to make investing approachable and directly tied to users’ real-world habits.
Serving customers across the U.S., Grifin appeals to individuals seeking an entry point into investing, including those with little or no experience. The company’s recent $11 million Series A funding, announced in 2024, will support technology enhancements, platform scalability, and new feature development. Grifin aims to strengthen relationships with financial partners and expand its capabilities, allowing users to continue to link their everyday purchases with long-term financial growth.