Category · 2026 Edition
Wealth Management
5 of the Top 100 have Wealth Management as their primary category. The highest-ranked is Zocks at #61. 3 more companies are also classified here as a secondary category.
5companies in the Top 100
- Headquarters
- North America 5
- Funding stage
- Series A 3 · Series B 2
Wealth Management companies in the Top 100
- 61
ZocksPrivacy-first AI for financial advisers that automates meeting prep, notes, onboarding and follow-ups. - 62
StreetbeatStreetbeatPRO gives wealth managers off-the-shelf and custom AI agents for trading, risk and portfolio analysis. - 65
AvantosAI-native operating system for client onboarding and servicing at wealth managers and insurers. - 68
NevisAI systems that automate end-to-end RIA operations: meeting prep, client management, onboarding, servicing and compliance. - 80
JumpAI operating system for financial advisers, used by ~1 in 10 US advisers.
Also active in Wealth Management
Ranked companies whose secondary category is Wealth Management. Each is counted once, in its primary category.
Selection and ranking are independent of commercial relationships with AI InterConnect.