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Wealth & Investment Tech

7 companies in this category

7
Total
$150M
Median ARR
$1.5B
Top ARR
14%
Free tier %

BlackRock Aladdin

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Aladdin is BlackRock's proprietary end-to-end investment management platform used by institutions globally for portfolio management, trading, and risk analysis.

ARR $1.5BsubscriptionUSA1999

Envestnet | Yodlee

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Yodlee, an Envestnet company, provides a comprehensive platform for financial data aggregation and analytics, enabling financial innovation.

ARR $250Musage-based|subscriptionUSA1999

iCapital Network

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iCapital Network is a financial technology platform that facilitates access to alternative investments like private equity, hedge funds, and private real estate for wealth advisors and their clients.

ARR $200MsubscriptionUSA2013

Betterment

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Betterment is a leading independent online financial advisor that combines human advice with automated investing technology to help people manage their money.

ARR $150MsubscriptionUSA2008

Personal Capital (Empower)

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Personal Capital, now part of Empower, offers free financial tools to track spending and investments, alongside wealth management services powered by human advisors.

ARR $140MFree tiersubscription|freemiumUSA2009

Wealthfront

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Wealthfront is an automated investing service providing diversified portfolios, financial planning tools, and banking services.

ARR $120MsubscriptionUSA2008

LedgerX (FTX US Derivatives)

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LedgerX is a regulated cryptocurrency derivatives exchange and clearinghouse, offering options and futures on Bitcoin and Ethereum.

ARR $50Musage-basedUSA2014