Ranked: 28 Premier Digital Wealth Management Firms
Ranked: 28 Premier Digital Wealth Management Firms
The Digital Wealth Management industry is a vibrant field that marries fintech (financial technology) with traditional wealth management. Companies in this sector leverage technology to offer digital solutions for individual and institutional investors, providing convenient, streamlined, and personalized financial advisory services. Products offered range from online trading and investment platforms to algorithm-driven, robo-advisory services. The industry is on an upward trajectory, driven by the increasing adoption of mobile devices, changing investor attitudes and regulations favoring transparency and customer-centricity.
Top 28 Digital Wealth Management Companies
1. IW Bank S.p.A.
IW Private Investments SIM S.p.A. is an investment banking company that offers digital services in the field of financial advice and private banking. It operates as a commercial line of Fideuram, gradually expanding its digital offering of banking, trading, and investment services. The company provides personalized solutions, high security standards, and innovative tools for online operations.
2. MeDirect Belgium
- Website: medirect.be
- Headquarters: Bruxelles, Belgium
- Founded: 2013
- Headcount: 51-200
MeDirect.be is an online investment platform that offers a range of investment products and services. Customers can easily invest their money in various funds, equities, ETFs, and bonds. The platform provides real-time rates and user-friendly design for monitoring investment performance. MeDirect also offers savings accounts with attractive rates and personalized investment solutions for different financial goals.
3. FutureAdvisor
- Website: futureadvisor.com
- Headquarters: San Francisco, California, United States
- Founded: 2010
- Headcount: 51-200
FutureAdvisor is an online financial advisory platform that provides automated investment management services and investment advice.
4. VisualVest
- Website: visualvest.de
- Headquarters: Frankfurt Am Main, Hessen, Germany
- Founded: 2015
- Headcount: 11-50
Visualvest is a digital asset manager, also known as a Robo Advisor. They offer complete management of your investments, constantly monitoring and making adjustments based on market changes. Their platform integrates a AI-based chatbot 'ChatGPT' to provide personalized investment advice.
5. ArYu Money
- Website: aryumoney.com
- Headquarters: Bhopal, Madhya Pradesh, India
- Founded: 2018
- Headcount: 51-200
AryuMoney is a financial services company that provides online financial planning, investment, and insurance services to individuals and businesses.
6. Cibanco
- Website: cibanco.com
- Headquarters: Lomas De Chapultepec, Ciudad De México, Mexico
- Founded: 1984
- Headcount: 1001-5000
CIBanco is a financial institution that offers a wide range of services, including banking, investments, credit, and insurance. They provide solutions for individuals and businesses to manage their finances and achieve their financial goals.
7. FundsIndia
- Website: fundsindia.com
- Headquarters: Chennai, Tamil Nadu, India
- Founded: 2008
- Headcount: 201-500
- Latest funding type: Series C
FundsIndia is India's leading online investment platform offering a wide range of services including mutual funds, SIP, stocks, and more.
8. Golff
- Website: golff.finance
- Headquarters: New York, New York, United States
- Founded: 2020
- Headcount: 11-50
Golff Financial is a financial technology company that provides solutions to increase accessibility for the public to engage with digital assets.
9. Dana Pensiun Angkasa Pura II
- Website: dapenda.co.id
- Headquarters: Tangerang, Jawa Barat, Indonesia
- Founded: 1999
- Headcount: 11-50
Dapenda.co.id is a company offering financial services and solutions to individuals and businesses. They provide a wide range of financial products such as loans, investments, and insurance.
10. Oranj
- Website: runoranj.com
- Headquarters: Chicago, Illinois, United States
- Founded: 2014
- Headcount: 11-50
Oranj is a complete solution that provides modern front office and powerful back office capabilities for financial advisers.
11. Fintech Investing
- Website: fintech-investing.com
- Headcount: 11-50
Fintech Investing is a company that provides financial technology solutions to help individuals and businesses manage their investments and finances.
12. Invisee
- Website: invisee.com
- Headquarters: Jakarta Pusat, Dki Jakarta, Indonesia
- Founded: 2015
- Headcount: 11-50
Invisee is an online investment platform that provides easy access to mutual funds and government bonds in Indonesia.
13. PulseTracer
- Website: mybasis.com
- Headquarters: San Francisco, California, United States
- Founded: 2010
- Headcount: 11-50
MyBasis.com is a company that offers a range of online financial services and resources to its customers.
14. BERKAH.ID
Berkah.id offers a range of financial services including online investment, insurance and funding solutions.
15. Connect&invest SP. Z O.O.
- Website: connectandinvest.pl
- Headquarters: Warszawa, Woj. Mazowieckie, Poland
- Founded: 2008
- Headcount: 11-50
ConnectandInvest.pl is a financial technology company providing online solutions for investment and asset management.
16. Angelmountain Global Wealth
- Website: angelmountain.ch
- Headquarters: Engelberg, Obwalden, Switzerland
- Founded: 2017
- Headcount: 51-200
Angel Mountain Fund Managers is a Swiss investment boutique that provides alternative investments in the digital assets sector through fully regulated traditional fund structures. Its investment funds cover a hybrid fund investing in listed equities and crypto assets.
17. Wells Fargo
- Website: wellsfargo.com
- Headquarters: San Francisco, California, United States
- Founded: 1852
- Headcount: 10001+
Wells Fargo is a financial institution that offers a wide range of banking services, including personal and business banking, home loans, credit cards, and investment and wealth management. They provide customers with access to digital banking tools and services, as well as personalized financial advice and support.
18. Ricalcola
- Website: ricalcola.com
- Headquarters: Alessandria, Alabama, United States
- Headcount: 11-50
Ricalcola.com is a web-based platform offering financial planning and advice for individuals and small businesses. Their services include investment management, retirement planning, and tax optimization.
19. UniCredit
- Website: unicreditgroup.eu
- Headquarters: Milano, Michigan, Italy
- Founded: 1870
- Headcount: 10001+
- Latest funding type: Ipo
UniCredit Group is a financial institution that offers a range of banking and financial services. They provide solutions for individuals, businesses, and institutions, including banking, investment, and insurance services.
20. Broadridge
- Website: broadridge.com
- Headquarters: New York, New York, United States
- Founded: 2004
- Headcount: 10001+
- Latest funding type: Post Ipo Debt
Broadridge is a financial services company that offers expert solutions in the areas of foreign exchange trade processing, capital markets, wealth management, asset management, institutional investors, mutual funds, ETF providers, retirement services providers, global investment managers, alternative managers, fund administrators and prime brokers, CLO managers, private debt, and consumer finance and insurance. They provide services such as performance analytics, financial report preparation and filing, operational risk management, revenue and expense management, portfolio management, distribution insights, regulatory reporting, trade processing, compliance reporting, and more.
21. TCL Industries
- Website: tcl.com
- Headquarters: Guangdong, Jilin, China
- Founded: 1981
- Headcount: 10001+
- Latest funding type: Post Ipo Secondary
TCL.com is a financial portal platform offering a wide range of financial services and information.
22. Head of Data Technology Office at Intesa Sanpaolo
- Website: intesasanpaolo.com
- Headquarters: Turin, Piemonte, Italy
- Founded: 2007
- Headcount: 10001+
- Latest funding type: Acquired
Intesa Sanpaolo is a financial institution that offers a range of products and services to individuals, businesses, and institutions. Their offerings include retail banking, corporate banking, investment banking, asset management, and insurance services.
23. Otkritie
- Website: open.ru
- Headquarters: Moscow, Moscow, Russian Federation
- Founded: 1995
- Headcount: 10001+
Open.ru is a financial services company that offers wealth management solutions, investment opportunities, and lifestyle management services. They help their clients preserve and grow their assets through personalized strategies and innovative financial products. With a focus on cultural capital and family wealth, Open.ru provides expert guidance and convenient digital tools for managing finances, making investments, and enjoying a luxurious lifestyle.
24. Philippine Bank of Communications (PBCOM)
- Website: pbcom.com.ph
- Founded: 1939
- Headcount: 1001-5000
- Latest funding type: Ipo
PBCom is a company that offers various banking services and products. They provide investments, loans, and financial solutions to individuals and businesses.
25. VP Bank AG
- Website: vpbank.com
- Headquarters: Vaduz, Vaduz, Liechtenstein
- Founded: 1956
- Headcount: 501-1000
- Latest funding type: Ipo
VP Bank is a financial institution offering a wide range of services for private clients and investment advisory. They provide asset management, wealth planning, and custodian bank services, catering to individuals and external asset managers. With a focus on sustainable investing and digital asset innovation, VP Bank aims to deliver top-notch solutions and wealth management.
26. XP Investimentos
- Website: xpi.com.br
- Headquarters: São Paulo, São Paulo, Brazil
- Founded: 2001
- Headcount: 1001-5000
- Latest funding type: Private Equity
XPI.com.br is a digital investment company that offers investment services and products. They provide assistance and expert advice to investors for different investment options, including stocks, futures, investment funds, real estate funds, and fixed income products. They also offer financial services such as credit cards and digital accounts.
27. Allianz Malaysia
- Website: allianz.com.my
- Founded: 1890
- Headcount: 1001-5000
Allianz Malaysia is a leading financial services provider offering a range of insurance and investment solutions. With a focus on customer-centricity, they provide comprehensive protection for individuals and businesses, helping them safeguard their assets and achieve their financial goals.
28. Commonwealth Health Corporation
- Website: chc.net
- Headquarters: Bowling Green, Kentucky, United States
- Founded: 1984
- Headcount: 1001-5000
CHC.net is a company that offers online investment banking services to its customers. They provide a platform for individuals and businesses to access a wide range of financial products and services, including investment advice, portfolio management, and capital raising.
Want to find more digital wealth management companies?
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- Ownership: Which of these are private equity backed? Which are family-owned?
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