Wealth Technology companies in United States

SigFig

Automated investment platform enhancing wealth management through digital solutions.

Vise

Wealth management software suite streamlining personalized portfolio management for advisors.

Ownwell

Online platform assisting homeowners in appealing property tax assessments.

Quiltt

Wealth data aggregation platform enabling comprehensive financial analysis for managers.

Asset-Map

Wealth management software providing financial clarity through graphical layouts.

Solovis

Portfolio management platform optimizing investment strategies for wealth managers.

Harness Wealth

Financial planning platform offering personalized advice and advisor connections.

Stoovo

Financial planning solutions enhancing client management and investment strategies.

Finhabits

Financial wellness platform empowering Latinos with investment and insurance solutions.

Abacus Group

Wealth management software suite optimizing operations for financial advisors.

Unifimoney

Automated financial planning platform offering diverse investment and savings solutions.

Opto Investments

Portfolio management platform simplifying private investments for wealth managers.

Magnifi

Investment services comparison platform simplifying investment decisions for investors.

Wealthbox

Client communication platform enhancing interactions for wealth managers.

Tidal Financial Group

Portfolio management platform enabling ETF creation for wealth managers.

BrightPlan

Robo advisory platform enhancing financial wellness for wealth managers' clients.

Pocketnest

Financial wellness platform delivering personalized insights for millennials and Gen Xers.

Vanilla

Wealth management software suite streamlining estate planning for advisors.

The Coterie

Platform streamlining investment management for high-income individuals in finance.

OneEleven

Financial planning platform offering personalized plans and coaching for individuals.

Grove

Financial planning platform optimizing earnings through personalized financial solutions.

Financial Engines

Robo-advisory platform delivering integrated wealth management and financial planning.

Advizr

Financial Planning Software for advisors

Carefull

Personal wealth data aggregation platform ensuring financial safety and identity protection.