Wealth Management
Found 23 companies.
🏢 Howard Financial
👥 1-10ConsultingFinancial ServicesWealth Management💼 Private Company
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Howard Financial is a rapidly growing financial services firm providing full-service back-office solutions for businesses. We handle bookkeeping, payroll, and bespoke reporting, allowing our clients to focus on their core business. Our expertise spans various industries, delivering institutional-quality reporting with accuracy and timeliness. We leverage a robust tech stack including WordPress, Google Analytics, Google Tag Manager, and various other tools to streamline operations and provide insightful data analysis for our clients. Founded in late 2023, Howard Financial already serves over 40 high-growth companies, demonstrating our commitment to delivering exceptional service and scaling efficiently. We offer a dynamic and supportive remote work environment with opportunities for growth within a close-knit team. Our current focus is on expanding our team to meet the demands of our growing client base, and we actively seek individuals who are passionate, detail-oriented, and eager to contribute to a thriving startup.

🏢 FNZ
👥 5001-10000💰 $1,400,000,000 Private about 3 years agoFinancial ServicesWealth ManagementFinanceInsurTechFinTech
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FNZ is a FinTech company that collaborates with financial institutions to deliver comprehensive wealth management solutions across multiple channels. By focusing on long-term partnerships, FNZ helps clients develop digital strategies, enhance customer service, and increase assets under management.

🏢 DriveWealth
👥 251-500💰 $450,000,000 Series D over 3 years agoCryptocurrencyArtificial Intelligence (AI)Developer APIsFinancial ServicesPersonal FinanceWealth ManagementFinTechSoftwareTrading PlatformCloud Infrastructure💼 Private Company
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DriveWealth is a financial technology company that provides a platform for fractional investing and trading, enabling users to invest in a diverse range of assets with flexibility and ease.

🏢 Monzo
👥 1001-5000💰 Secondary Market 6 months ago🫂 Last layoff almost 5 years agoFinancial ServicesBankingWealth ManagementFinTech💼 Private Company
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Monzo is a digital bank based in the UK that offers a range of financial services, including personal banking, business banking, and financial crime operations. They focus on leveraging technology for banking solutions and are currently hiring for various positions in decision science, product management, security, and analytics.

🏢 Facet
👥 101-250💰 $100,000,000 Series C over 3 years agoFinancial ServicesWealth ManagementFinance
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Facet is a rapidly growing financial services company dedicated to providing a human-centric approach to financial planning and making financial advice accessible to underserved populations.

🏢 Bondora
👥 51-100💰 $5,037,738 Series A about 10 years agoConsumer LendingFinancial ServicesWealth ManagementFinanceFinTech💼 Private Company
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Bondora: Revolutionizing Finance Through Technology Bondora is a Fintech company offering innovative investment and lending products designed to simplify access to financial markets. We've empowered over 120,000 customers to earn over €40 million in interest since our founding in 2008. Our commitment to fair finance and technological innovation sets us apart in the competitive landscape of financial services. We provide a reliable and transparent platform for investors of all levels to build wealth, offering a range of products including automated investment solutions. Our tech stack includes key technologies such as Amazon Web Services, a robust content delivery network, and utilizes secure protocols like SSL and HSTS to ensure platform reliability and data security. Our agile engineering practices and data-driven approach to product development mean we are constantly improving the user experience and enhancing our platform capabilities. We value collaboration and innovation, fostering a dynamic work environment where employees are encouraged to contribute their expertise and ideas. Bondora's mission is to empower people to enjoy life more by alleviating financial stress. We're committed to transparency, accessibility, and making sophisticated financial products easily understandable for everyone. We're experiencing significant growth, with plans to acquire a banking license, and are currently expanding our loan product into 11 new countries. This expansion highlights our ambition and provides exciting opportunities for employees to contribute to our continued success. With a team of 51-100 employees, we offer a collaborative and supportive work environment, competitive compensation and benefits, and opportunities for professional development and career advancement. We are a well-funded company with a history of successful funding rounds, demonstrating the market confidence in our business model and trajectory.

🏢 Finary
👥 1-10💰 $2,414,154 Crowdfunding about 3 years agoFinancial ServicesPersonal FinanceWealth ManagementFinTech💼 Private Company
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Finary is revolutionizing personal finance by building a one-stop platform for wealth management. Launched in 2020 and based in Paris, France, we empower users to track assets, manage budgets, invest, and learn about finance. Our platform is built on technologies including Viewport Meta, Google Tag Manager, and Google Maps, with a focus on user experience, performance, and ease of use. We are a small but rapidly growing company with a team of A-players committed to delivering cutting-edge products. Our culture is intense but rewarding, offering a thrilling and motivating environment where you can have a real impact. Our stack also includes SPF, Common Crawl, SSL by Default, HSTS, Mobile Non Scaleable Content, Organization Schema, and Sitelinks Search Box. Our mission is to empower everyone to live the life they've always dreamt of through smart investing. We are backed by leading investors like Y Combinator, Speedinvest, and founders from companies like Qonto and Bitpanda, and have secured €12.3M in funding to fuel our growth. We are a hybrid remote company, with an office in the heart of Paris where we gather every 6 weeks. We focus on the customer experience, and our Customer Care team is critical in the Finary journey. We offer a competitive compensation package and the opportunity to grow in a company that values initiative, empathy, and a proactive approach to problem-solving.

🏢 SoFi
👥 1001-5000💰 $750,000,000 Post-IPO Debt about 1 year ago🫂 Last layoff about 1 year agoFinancial ServicesWealth ManagementLife InsuranceFinTech📈 Public Company
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SoFi is a financial technology company that offers a range of services, including personal loans, mortgage refinancing, investment management, and financial education, aimed at helping individuals manage their financial futures.

🏢 Human Interest
👥 501-1000💰 $161,000,000 Private about 2 years agoWealth ManagementRetirementFinanceInsurTechEmployee BenefitsInsuranceFinTech💼 Private Company
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Human Interest is a San Francisco-based 401(k) provider that offers easy and affordable retirement plans for small and medium-sized businesses, using technology to solve administrative and compliance issues.

🏢 IMA Financial Group
👥 1001-5000💰 Private over 4 years agoFinancial ServicesWealth ManagementRisk ManagementInsurance💼 Private Company
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IMA Financial Group: A Leading Financial Services Firm IMA Financial Group is a nationally recognized financial services company specializing in risk management, insurance, employee benefits, and wealth management. As the ninth largest privately held and employee-owned insurance broker in the US, we serve clients across diverse sectors with innovative solutions tailored to their specific needs. Our expertise spans a wide range of financial services, establishing us as a trusted advisor for businesses and individuals seeking comprehensive financial protection and growth. Our commitment to leveraging technology is evident in our diverse tech stack. We utilize platforms such as Amazon Web Services (AWS), WordPress for our website, and ensure mobile compatibility across our digital presence. While specific engineering practices aren't explicitly stated, our job postings emphasize the use of Microsoft Office Suite, particularly Excel, and highlight the need for strong analytical skills, suggesting a data-driven approach to problem solving. We value a collaborative team environment fostered through regular national and local office meetings. IMA Financial Group prides itself on a supportive and inclusive work culture consistently recognized by prestigious publications. We've been named one of the Best Places to Work in Insurance by Business Insurance Magazine (2020-2023), among other accolades. We offer a comprehensive benefits package including competitive salaries, performance bonuses, stock options, and flexible work arrangements. Our employee-owned model contributes to a strong sense of ownership and shared success among our nearly 650 associates. With a presence across several states and continued growth trajectory, evidenced by recent acquisitions, IMA Financial Group offers a dynamic career environment for individuals seeking growth opportunities in the financial services industry. Our success stems from our dedication to clients, our commitment to innovation, and our investment in our employees.

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