
WealthTech Industry Landscape of the United States
3,905 WealthTech companies in the United States, in one picture: who is hiring, who is raising money, who founded them, where they are based, what the news is about, which skills employers want and where the research is going. Updated September 2026.
Who leads WealthTech in the United States
Tracks 3,905 U.S. WealthTech firms, highlighting which are hiring, best funded, and currently hiring, with 192 open jobs and 660 firms reporting a funding round.
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Broadridge13last posted Aug 2026
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Bloomberg13last posted Aug 2026
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Cotality12last posted Jul 2026
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Addepar12last posted Aug 2026
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Robinhood11last posted Jun 2026
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VALITANA11last posted Jun 2026
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Fisher Investments11last posted Jun 2026
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Ascensus11last posted Jun 2026
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Robinhood$6.9BPost IPO · May 2022
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Broadridge$1.5BConventional Debt · Apr 2019
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Envestnet$862.5MPost IPO · Aug 2020
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TD Ameritrade$850MConventional Debt · May 2018
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Stash$841.2MSeries H · May 2025
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Human Interest$814MSeries E · Nov 2025
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Addepar$759.1MSeries G · May 2025
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CAIS$734MSeries C · Jun 2022
- 01
Moomoo$2.1BFY2019 filing
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Broadridge$2BFY2026 filing
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CME Group$1.9BFY2025 filing
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Interactive Brokers$699MFY2022 filing
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Robinhood$451.2MFY2021 filing
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SEI$443.7MFY2019 filing
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CB Insights$365.3MFY2017 filing
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Bloomberg$251.3MFY2016 filing
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Bloomberg14,760tracked employees
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Broadridge14,600tracked employees
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SEI5,061tracked employees
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CME Group3,565tracked employees
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Fisher Investments3,560tracked employees
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Interactive Brokers2,932tracked employees
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Robinhood2,200tracked employees
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Two Sigma Investments1,600tracked employees
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Broadridge8.9%178 tracked events
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CME Group6.2%124 tracked events
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Interactive Brokers4.1%82 tracked events
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MarketAxess Holdings3.3%66 tracked events
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WisdomTree2.8%57 tracked events
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Liquidnet2.5%51 tracked events
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SEI2.3%47 tracked events
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Envestnet2.3%46 tracked events
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TradingViewtop 1ktradingview.com
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SproutGigstop 5ksproutgigs.com
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Schwab Intelligent Portfoliotop 10kschwab.com
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Barcharttop 10kbarchart.com
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Robinhoodtop 10krobinhood.com
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Stockchartstop 50kstockcharts.com
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StockTwitstop 50kstocktwits.com
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Ascensustop 50kascensus.com
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The Motley Fool4,621articles in the window
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TradingView3,478articles in the window
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PCR3,184articles in the window
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Seeking Alpha2,917articles in the window
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CME Group2,802articles in the window
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MarketWatch1,794articles in the window
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Fierce1,683articles in the window
- 08
PitchBook1,483articles in the window
See all 3,905 WealthTech companies in the United States
Filter by funding, headcount, hiring and location, and export the list.
How the WealthTech ecosystem in the United States grew, 2016–2025
Shows yearly company formation counts, peaking at 344 new firms in 2021 and dropping to 72 in 2025.
Where WealthTech companies in the United States are based
Lists the cities with the most WealthTech firms, led by New York City with 672 companies, followed by San Francisco, Chicago, Boston, and Miami.








The WealthTech market map of the United States: what these companies actually do
Breaks down product sub‑categories and revenue models, noting the largest groups such as fintech (3,786 firms) and the most common models like subscription (2,491 firms).
- Fintech3,786 companies · $31.1B raised · 188 hiring
- Consumer Digital2,570 companies · $18.6B raised · 100 hiring
- Enterprise Tech1,702 companies · $15.4B raised · 120 hiring
- Enterprise Software745 companies · $8.8B raised · 63 hiring
- SaaS491 companies · $4.1B raised · 44 hiring
- Online Financial Databases301 companies · $901M raised · 15 hiring
- Fintech SaaS270 companies · $2.9B raised · 27 hiring
- Blockchain in Financial Services154 companies · $423.2M raised · 4 hiring
- Age Tech126 companies · $1.9B raised · 8 hiring
- Marketplaces80 companies · $932M raised · 5 hiring
- Risk Monitoring in Financial Services64 companies · $90.1M raised · 4 hiring
- Artificial Intelligence55 companies · $120M raised · 2 hiring
Monetization
How WealthTech companies make money
How many companies earn revenue each way. Plenty use more than one model, so the counts add up to more than the sector.
Funding, M&A and the deals moving WealthTech in the United States
- M&AWisdomTree has completed the acquisition of Atlantic House, the London-based active investment firm focused on defined outcome and derivatives-led strategies.2026-05-04
- M&AEnvestnet Asset Management Inc. lifted its stake in Knowles by 1.4% during the third quarter.2026-05-04
- M&ACorporate Technologies, a portfolio company of Tonka Bay Equity Partners, has acquired managed IT services firm RPM Technologies2026-05-01
- M&AInvesco Ltd. grew its position in Hercules Capital by 1.6% during the second quarter.2026-04-28
- M&AAs we considered the future of the firm, it was important to find the right home for our team — one that would support a thoughtful succession plan, preserve the best elements of our firm and help us elevate our capabilities.2026-04-23
- M&AAlpaca has expanded into Europe with the completion of its acquisition of WealthKernel, which will now operate as Alpaca Europe.2026-04-21
- M&AGraniteShares Advisors LLC bought a new stake in Plains All American Pipeline Lp during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.2026-04-21
- M&AFarther Finance Advisors LLC raised its holdings in American Healthcare REIT by 11.7% in the 4th quarter. Farther Finance Advisors LLC now owns 25,345 shares of the company’s stock worth $1,193,000 after purchasing an additional 2,661 shares during the period.2026-04-21
- M&AFinally, Worth Asset Management LLC acquired a new stake in Applied Materials in the fourth quarter valued at $1,531,000.2026-04-19
- M&ABeacon Financial Strategies CORP acquired a new stake in Lockheed Martin in the 4th quarter valued at $34,000.2026-04-19
Mergers and acquisitions
Deals from the last 24 months where a WealthTech company in the United States was the buyer or the one bought, newest first. “Undisclosed” means the price was never published — not that the deal was worth nothing.
| Acquirer | Target | Deal value | Status | Date |
|---|---|---|---|---|
| undisclosed | Completed | 2026-05-04 | ||
| $1.1M | — | 2026-05-04 | ||
| undisclosed | Announced | 2026-05-01 | ||
| $2B | — | 2026-05-01 | ||
| $1.4M | Announced | 2026-04-28 | ||
| $1B | Announced | 2026-04-23 |
Who is listing, hiring leaders, launching and winning work
Details specific event types such as IPO filings, leadership changes, product launches, and contract wins for the sector.
RFGMark Gilbert · Appointment → Board MemberApr 2026
RFGJim Patrick · Appointment → Board MemberApr 2026
DocupaceMike Conlon · Appointment → Chief Revenue OfficerApr 2026
GuildNa · Appointment → AQSE Corporate AdviserApr 2026
FartherBen Seidenstein · Appointment → Leader of Multi-Family OfficeApr 2026
AscensusDan Morrison · Appointment → President of RetirementApr 2026
CurinosCraig Henderson · Appointment → Chief Financial OfficerApr 2026
DriveWealthBrad Roberts · Appointment → Chief Risk and Compliance OfficerApr 2026
BroadridgeCentral Risk and Liquidity Optimization Solution (Integrated front‑office platform)Apr 2026
Savvy WealthSavvy Intelligence (Financial advisory platform)Apr 2026
GuidelineKPI Forecast 2.0 (Analytics Solution)Apr 2026
GuidelineData Insights Service (Analytics Service)Apr 2026
ExegyOvernight Best Bid and Offer (OBBO) Consolidated Feed (Market Data Feed)Apr 2026
eMoney AdvisorPremium Client Portal (Financial Planning Platform)Apr 2026
EnvestnetTamarac (RIA Management Platform)Mar 2026
EnvestnetTrading Improved Account Search & Model Management (Trading & Portfolio Management)Mar 2026
Broadridgewon Tavira FinancialApr 2026
Jane Streetwon coreweaveApr 2026
Exegywon EuroCTPApr 2026
SEIwon huntington national bankMar 2026
SEIwon The Huntington National BankMar 2026
Addeparwon LGT Wealth Management UKMar 2026
Alinea~1,200 roles reported · liquidationMar 2026
FXCM~100 roles reported · AI automationDec 2025
Altruist~37 roles reported · cost reductionAug 2025
Atria Wealth Solutions~82 roles reported · cost reductionJun 2025
Two Sigma Investments~10% of workforce reportedJan 2025
Stash~220 roles reportedDec 2024
AnalytixInsightsubject to approval — TSX Venture ExchangeJan 2026
AnalytixInsightconditional approval of Plan — TSX Venture ExchangeJan 2026
GranitesharesAdmitted to Official List — Financial Conduct AuthorityNov 2025
LevelFieldconditional approval for acquisition — Illinois Department of Financial and Professional RegulationNov 2025
- range v caaillegal noncompete · OngoingApr 2026
- Megaspeed v bloombergdefamation over misleading articleApr 2026
Half of these companies grew revenue faster than +12.4%, half slower.
Who is building WealthTech in the United States
Profiles 1,781 founders and CEOs across 1,286 firms, noting top alma maters like Harvard (52) and common prior employers such as Morgan Stanley (20).
Brown University BS, Harvard Business School MBA
Co-Founder Comprehensive, ex-Co-Founder Thunder, SubProfile. Harvard University BA 2008
8vc, ex-Strive For College, ex-Formation 8, Stanford University, 2003
Ex-Founder Brownstone Advisors, Fairfield Greenwich Group, Shearson Lehman Brothers. SMC Moraga BA 1991
Ex - Managing Director Barclays Capital. Harvard University Bachelor of Arts (BA), Economics 2001
Ofcolor, ex-Vestorly, ex-Chalice Financial Network, Duke University - The Fuqua School of Business, 2007
Matterscale Ventures, ex-Formulafolios, ex-Retirement Wealth
Co-Founder Treasury, Say, Cruttenden Partners. Lewis & Clark College BA 2012
Ex-Fiserv, Reachable, Attributor, Envestnet · Yodlee, Starwave, Fannie Mae. James Madison University BA 1991, Marymount University MS 1994
- flagged as repeat founders18
- no repeat-founder flag1,477
- women176
- men1,459
Look up the people behind WealthTech companies in the United States
Search founders, executives and operators by company, role and location.
Who funds WealthTech in the United States
Records 1,383 funding rounds since 2016 from 1,670 investors, with a typical round size of $3 million.
| Investor · most active investors since 2016 | Rounds | Led | Latest |
|---|---|---|---|
| Y Combinator | 48 | 22 | Apr 2026 |
| Europa | 38 | — | Dec 2023 |
| Techstars | 32 | 23 | Apr 2024 |
| Social Leverage | 16 | 5 | Jan 2026 |
| Fin Capital | 14 | 6 | Nov 2024 |
| Goodwater Capital | 14 | 5 | Apr 2026 |
| Plug and Play Tech Center | 12 | 8 | Sep 2024 |
| Sequoia Capital | 12 | 6 | Apr 2026 |
| Greycroft | 12 | 3 | Oct 2024 |
| Khosla Ventures | 12 | 2 | Apr 2026 |
The typical round is $3M — half were bigger, half smaller.
The biggest WealthTech funding rounds in the United States
Highlights the largest disclosed round—Robinhood’s $3.4 billion Series H—and lists ten other large recent rounds.
315 venture rounds with a disclosed amount in the window.
Series D$150MMay 2026
Series A$5.8MMay 2026
Seed$50kMay 2026
Series AundisclosedMay 2026
Series D$160MApr 2026
Series B$65MApr 2026
PE$60MApr 2026
Seed$20MApr 2026
What the news says about WealthTech in the United States
Indexes 981,771 news articles from the last year, covering topics such as cryptocurrency effects, economic indicators, trade issues, and interest‑rate decisions.
What the coverage is about
The subjects that dominate WealthTech news in United States. The arrow shows whether each one is being written about more or less than a year ago.
- Cryptocurrency impact on forex markets256,342▲+41%
- Economic indicators (gdp, cpi, unemployment)85,194→+7%
- Trade wars and geopolitical impacts83,360▲+17%
- Interest rate decisions and impacts72,390▲+17%
- Central bank monetary policy announcements65,335→+10%
- Federal reserve policy meeting summaries64,290▲+17%
- Global recession risks and forecasts63,274▲+13%
- Regulatory compliance in foreign exchange trading50,164▲+85%
- Quarterly and annual financial results49,409▲+29%
- Foreign exchange (forex) rate fluctuations48,985▲+40%
- 4,621
- 3,478
- 3,184
- 2,917
- 2,802
- 1,794
- 1,683
- 1,483
- 1,415
- 1,164
214 WealthTech companies here were named in the news over this period.
Watch WealthTech coverage in United States as it happens
Prism follows these subjects story by story — which companies are named, what is said about them and how the tone moves.
Momentum
The words getting louder — and quieter
Which terms are showing up in more stories than a year ago, and which are fading. The percentage is the change in how many articles mention them.
The pressures the press keeps returning to
Three recurring angles in United States WealthTech coverage, and whether each is getting more attention year on year (through 2025).
WealthTech jobs in the United States: who is hiring and what they ask for
Aggregates 9,687 job postings from 318 employers in the past year, with median pay of $100 k and top skills including Excel, Python, and SQL.
Demand
The Skills Employers Ask For
What WealthTech employers in the United States put in their job ads. The bar is how many postings ask for it; the arrow shows whether demand grew or shrank against the year before.
- excel198▲
- python119▲
- sql118▲
- aws107▲
- salesforce90▲
- ai85▲
- word78▲
- foreign currency76▲
- forex76▲
- powerpoint74▲
- Manager$120k/yr (n=173)
- Senior$120k/yr (n=213)
- Lead$162k/yr (n=59)
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- 171
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What WealthTech research in the United States is working on
Summarizes 907 U.S. academic papers, categorizing 193 on common problems, 88 on cautions, and 425 on opportunities.
92% positive · 1% neutral · 7% negative, across 907 papers.
- 667
- 654
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- 643
- 623
- 307
ranked by how often their work is cited
Itay Goldstein · Wei Jiang · George Andrew Karolyi · Thomas Philippon · Andrei Kirilenko · Andrew W. Lo · Vikram Haksar · Dong He
- E.T.-RNN · 87 cites
- Evolutionary Approaches and the Construction of Technology-Driven Regulations · 79 cites
- Eagle Strategy Arithmetic Optimisation Algorithm with Optimal Deep Convolutional Forest Based FinTech Application for Hyper-automation · 32 cites
- FinTech and consumers: a systematic review and integrative framework · 28 cites
- Blockchain technology and real-time auditing: Transforming financial transparency and fraud detection in the Fintech industry · 12 cites







A further 2 papers sit in smaller, scattered themes.






Which of these themes are growing fastest
Tracks the changing share of research themes worldwide from 2022 to 2025.
Go deeper on WealthTech research and innovation
Research themes, patent activity and the companies commercialising them, in one place.
Track WealthTech in the United States beyond this page
Radar finds and filters the companies. Prism watches what is being said about them.
Direct contact details for the people on this page are held in Fliar Radar, behind its own access controls.