Verified directory
Wealth & investing fintech companies in the US
93 wealth & investing companies operating in the US, verified and listed in the Let Fintech Grow! fintech directory.
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Verified fintech companies in this list include Webull, iCapital, eToro, AlphaSense and Asset-Map, among 93 in the US.
Wealth & investing in the US
AddeparA wealth-management platform for analyzing and reporting on complex portfolios.AdvyzonPortfolio management and CRM platform for advisors.AllocateAccess to venture and private-market funds for investors.AlpacaA developer-first brokerage API for building trading and investing products.AlphaSenseMarket intelligence and research search powered by AI.AltruistA custodian and platform built for independent advisors.AngelListInfrastructure for venture funds, syndicates and startups.Apex Fintech SolutionsCustody, clearing and brokerage infrastructure powering many investing apps.Arta FinanceA digital private-wealth service for high earners.Asset-MapVisual financial planning tool for advisors.Atomic InvestEmbedded investing and treasury APIs for platforms.AvenueA Brazilian brokerage giving retail investors access to US markets.BettermentA robo-advisor offering automated investing, retirement and cash accounts.BridgeWiseAI-powered fintech with 25M+ users, driving investment insights for investors and institutions.CAISAn alternative-investments marketplace for financial advisors.Canoe IntelligenceData automation for alternative investments.Carbon CollectiveClimate-focused investment portfolios and robo-advisor.CartaCap-table, equity and fund-administration software for startups and investors.ComposerAutomated, rules-based investing strategies for everyone.Compound PlanningDigital family office and wealth management.Conquest PlanningAI-driven financial-planning software for advisers.d1g1tEnterprise wealth-management platform for advisers.DaloopaAI-extracted financial data for investors and analysts.Domain MoneyFlat-fee financial planning with dedicated planners.DriveWealthBrokerage infrastructure and APIs that let companies embed investing, including fractional shares.EllevestInvesting and wealth management built for women.eMoney AdvisorFinancial planning and client-portal platform.EnvestnetWealth-management technology, data and analytics.EquityZenA marketplace for buying and selling pre-IPO shares.eToroA social investing platform with a large US user base.FacetFlat-fee financial planning with dedicated advisors.FartherAn AI-native US registered investment advisor, founded by Google alumni.Forge GlobalA trading platform for private-company shares.FP AlphaAI estate, tax and insurance planning for advisors.FrecDirect indexing and low-cost investing for individuals.Freedom FinanceBrokerage and financial-services group across Central Asia.FundriseReal-estate and private-market investing for everyday investors.FutuDigital broker behind the moomoo and Futubull investing apps.GoldCoreAn international precious-metals dealer and platform to buy, sell and securely vault gold, silver, platinum and palladium.Harness WealthTax and financial advice for people with equity.HiiveMarketplace for buying and selling private-company stock.iCapitalAn alternative-investments platform for advisors and institutions.KoyfinInvestment research, charting and analytics.M1 FinanceAn automated investing platform built around customizable portfolio pies.MasterworksFractional investing in blue-chip art.MoomooA commission-free trading and investing app.MoonfareAccess to private-markets and private-equity funds.Nasdaq Private MarketA marketplace for trading private-company shares.NetcapitalEquity crowdfunding platform for private companies.NitrogenRisk-tolerance and growth software for advisors, formerly Riskalyze.OneVestWealth-management infrastructure for financial institutions.OrionPortfolio management and technology for financial advisors.PassivPortfolio-management and rebalancing tool for self-directed investors.PassthroughInvestor onboarding and fund-subscription workflows.PercentA marketplace for private-credit investing.PlaybookAutomated tax-efficient investing for high earners.PonteraLets advisors manage held-away 401(k) accounts.PublicAn investing platform for stocks, bonds, crypto and other assets with a social layer.RallyFractional investing in collectibles and collector cars.RangeTechnology-driven wealth management for professionals.RepublicA private-market investing and crowdfunding platform.RightCapitalFinancial planning software for advisors.RisevestDollar-denominated managed portfolios in US real estate, stocks and fixed income for Africans.RobinhoodA commission-free investing app for stocks, options, ETFs and crypto.Savvy WealthA New York registered investment advisor building in-house AI tools to scale its advisors.SharesightAn Australian and New Zealand investment portfolio-tracking and reporting platform.SmartAssetFinancial guidance and matching with vetted advisors.StackwellAutomated investing focused on Black investors.StartEngineEquity crowdfunding for startups and investors.StashBeginner-friendly investing and banking with automated tools.SydecarAutomated SPV and fund administration for investors.tastytradeOptions-focused brokerage and financial media.Tiger BrokersDigital broker for global markets, operating as UP Fintech.TitanAn app offering actively managed investment strategies to everyday investors.Trust & WillOnline estate planning and settlement.TumeloShareholder-voting and engagement technology for investment platforms and funds.VanillaEstate planning software for financial advisors.Vested FinanceCross-border investing giving Indians access to US markets.VinovestInvesting in fine wine and whiskey.ViseAI-powered personalized portfolio management for advisors.WahedAn Islamic digital investing platform serving MENA and global markets.WallbitAn app for Latin Americans to hold dollars and invest in US markets.Wealth.comDigital estate planning platform for advisors.WealthboxCRM software for financial advisors.WealthfrontAn automated investing and cash-management service, one of the original robo-advisors.WealthrampMarketplace matching consumers with fee-only advisors.WebullA commission-free trading app for stocks, options and more.WefunderCommunity-round startup investing for everyday backers.Willow WealthAn alternative-investments platform for private markets (formerly Yieldstreet).XP IncA leading Brazilian investment platform and brokerage.YChartsInvestment research, analytics and visualization tools.Zoe FinancialA platform matching people with fiduciary financial advisors.ZoyaHalal stock screening and investing app.
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