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List of AI wealth management companies

List of AI wealth management companies
List of AI medical companies
List of AI homeland security companies
List of AI magnetometer companies
Films directed by Jonathan Demme
List of Mformation Technologies patents
Companies where
Industry
is
Artificial Intelligence (AI)Artificial Intelligence (AI)
and
Industry
is
Wealth managementWealth management
Name
Description
Industry
Official Website
Location
Insight Partners
Insight Partners

Insight Partners is a venture capital and private equity firm investing in technology and software companies.

Wealth management
Wealth management
Gaming
Gaming
Network as a Service (NaaS)
Network as a Service (NaaS)
Investment
Investment
Cybersecurity
Cybersecurity
Artificial Intelligence (AI)
Artificial Intelligence (AI)
Cryptocurrency
Cryptocurrency
Blockchain and cryptocurrency
Blockchain and cryptocurrency
Blockchain
Blockchain
Smart contract
Smart contract
Video game industry
Video game industry
Technology
Technology
Entertainment
Entertainment
‌
AI-enabled cybersecurity
Clean technology
Clean technology
Biotechnology
Biotechnology
insightpartners.com
New York City
New York City
New York
New York
United States
United States
San Francisco
San Francisco
True Ventures
True Ventures

True Ventures is a venture capital firm investing in early-stage technology companies.

Investment
Investment
Wealth management
Wealth management
Artificial Intelligence (AI)
Artificial Intelligence (AI)
Agricultural technology (AgTech)
Agricultural technology (AgTech)
Cryptocurrency
Cryptocurrency
Technology
Technology
Biology
Biology
Biotechnology
Biotechnology
Blockchain and cryptocurrency
Blockchain and cryptocurrency
Clean technology
Clean technology
trueventures.com
Palo Alto, California
Palo Alto, California
California
California
San Francisco
San Francisco
Bpifrance
Bpifrance

Bpifrance is a public-sector institution dedicated to economic development

Bank
Bank
Finance
Finance
Loan
Loan
Wealth management
Wealth management
Artificial Intelligence (AI)
Artificial Intelligence (AI)
Financial technology
Financial technology
Technology
Technology
Financial services
Financial services
bpifrance.combpifrance.fr
Maisons-Alfort
Maisons-Alfort
France
France
Kasisto
Kasisto

Kasisto is a company that develops conversational AI for financial institutions.

Artificial Intelligence (AI)
Artificial Intelligence (AI)
Chat (industry)
Chat (industry)
Wealth management
Wealth management
Financial services
Financial services
‌
Enterprise
Solution Analysts
Solution Analysts
Consumer
Consumer
Finance
Finance
Natural language processing (NLP)
Natural language processing (NLP)
Voicification
Voicification
Technology
Technology
Generative AI
Generative AI
Machine learning
Machine learning
Deep learning
Deep learning
Financial technology
Financial technology
Banking
Banking
kasisto.com
Mountain View, California
Mountain View, California
New York City
New York City
Singapore
Singapore
The SoftBank Group
The SoftBank Group

SoftBank Group is a multinational conglomerate holding company investing in businesses and technologies based in Minato, Tokyo-based company founded in 1981 by Masayoshi Son.

Information technology
Information technology
Financial services
Financial services
Wealth management
Wealth management
‌
International Standard Industrial Classification
Software
Software
E-commerce
E-commerce
Digital media
Digital media
Software as a service (SaaS)
Software as a service (SaaS)
Enterprise software
Enterprise software
Cloud computing
Cloud computing
Artificial Intelligence (AI)
Artificial Intelligence (AI)
Finance
Finance
Technology
Technology
Telecommunications
Telecommunications
Financial technology
Financial technology
B2B
B2B
group.softbank/ensoftbank.com/newwebsoftbank.jp/engroup.softbanksoftbank.com
Minato, Tokyo
Minato, Tokyo
Japan
Japan
Tokyo
Tokyo
New York
New York
New York City
New York City
M12
M12

A venture capital and private equity firm making series A and beyond investments in business to business technology companies.

Wealth management
Wealth management
Artificial Intelligence (AI)
Artificial Intelligence (AI)
Cybersecurity
Cybersecurity
Technology
Technology
Investment
Investment
‌
AI-enabled cybersecurity
Clean technology
Clean technology
Communication
Communication
Productivity
Productivity
Microsoft Studios
Microsoft Studios
Analytics
Analytics
Big data
Big data
Venture capital
Venture capital
Investing
Investing
m12.vc
San Francisco
San Francisco
United States
United States
Pegasus Tech Ventures
Pegasus Tech Ventures

Pegasus Tech Ventures invests in technology companies focused on information technology, health technology, artificial intelligence, IoT, robotics, big data, quantum computing, financial technology, and next generation technologies.

Finance
Finance
Wealth management
Wealth management
Artificial Intelligence (AI)
Artificial Intelligence (AI)
Advertising
Advertising
Technology
Technology
Transportation
Transportation
eMobility service
eMobility service
Financial technology
Financial technology
Health technology
Health technology
Internet of things (IoT)
Internet of things (IoT)
Robotics
Robotics
Big data
Big data
Synthetic biology
Synthetic biology
Quantum computing
Quantum computing
pegasustechventures.com
San Jose, California
San Jose, California
San Francisco
San Francisco
Japan
Japan
UBS
UBS

UBS is a Swiss bank that was founded in 1862.

Asset management
Asset management
Investment banking
Investment banking
Wealth management
Wealth management
Financial services
Financial services
Finance
Finance
Banking
Banking
Artificial Intelligence (AI)
Artificial Intelligence (AI)
ubs.comubs.com/global/en.html
Zürich
Zürich
Switzerland
Switzerland
Singapore
Singapore
Poland
Poland
Ant Financial
Ant Financial

A venture capital firm in China that focuses on bringing inclusive financial services to the world.

Payment
Payment
E-commerce
E-commerce
Loan
Loan
Wealth management
Wealth management
Financial inclusion
Financial inclusion
Peer-to-peer
Peer-to-peer
‌
Service Mesh
Finance
Finance
Technology
Technology
Financial technology
Financial technology
Artificial Intelligence (AI)
Artificial Intelligence (AI)
antfin.com/index.htmantfin.com
Hangzhou
Hangzhou
China
China
Trulioo
Trulioo

Trulioo is a Vancouver-based company offering an electronic identity verification platform.

‌
Online identity
Enterprise software
Enterprise software
Know your customer (KYC)
Know your customer (KYC)
‌
Anti-money laundering (AML)
Identity theft
Identity theft
Wealth management
Wealth management
Financial inclusion
Financial inclusion
Computer Vision
Computer Vision
Financial services
Financial services
Cybersecurity
Cybersecurity
Fraud detection
Fraud detection
Identity management
Identity management
Internet fraud prevention
Internet fraud prevention
‌
Governance, risk management, and compliance
Information technology
Information technology
‌
Access management
‌
Sanction Management
Software as a service (SaaS)
Software as a service (SaaS)
Security
Security
Finance
Finance
Big data
Big data
Compliance
Compliance
‌
Infrastructure
Artificial Intelligence (AI)
Artificial Intelligence (AI)
Biometrics
Biometrics
Technology
Technology
Software
Software
Financial technology
Financial technology
‌
AI-enabled cybersecurity
trulioo.com
Vancouver
Vancouver
Canada
Canada
Ireland
Ireland
Inovia Capital
Inovia Capital

iNovia Capital is a Montreal-based venture capital firm that backs early-stage technology entrepreneurs.

Investment
Investment
Wealth management
Wealth management
Angel investor
Angel investor
Technology
Technology
Finance
Finance
Financial services
Financial services
Venture capital
Venture capital
‌
Financial Exchanges
Cryptocurrency
Cryptocurrency
Financial technology
Financial technology
Blockchain and cryptocurrency
Blockchain and cryptocurrency
Artificial Intelligence (AI)
Artificial Intelligence (AI)
inoviacapital.cominovia.vc
Montreal West, Quebec
Montreal West, Quebec
Canada
Canada
California
California
Toronto
Toronto
Montreal, Quebec
Montreal, Quebec
Streamlined Ventures
Streamlined Ventures

Streamlined Ventures is a lead seed stage investment firm focused on companies in applied artificial intelligence, founded by Ullas Naik.

Artificial Intelligence (AI)
Artificial Intelligence (AI)
Big data
Big data
Investment
Investment
Wealth management
Wealth management
Technology
Technology
streamlinedventures.comstreamlined.vc
United States
United States
Cota Capital
Cota Capital

Cota Capital is an SEC-registered multi-stage investment firm focused on private and public enterprise technology companies. Cota has invested in more than 100 private and public technology companies since inception. Cota’s overall Mission is to deliver impactful outcomes through principle-guided investment in modern enterprise technologies.

Investment
Investment
Wealth management
Wealth management
Artificial Intelligence (AI)
Artificial Intelligence (AI)
Advertising
Advertising
Technology
Technology
Transportation
Transportation
eMobility service
eMobility service
Finance
Finance
Financial technology
Financial technology
Healthcare
Healthcare
Women's Health
Women's Health
Femtech
Femtech
cotacapital.com
San Francisco
San Francisco
United States
United States
Sierra Ventures
Sierra Ventures

A venture capital firm in California that focuses on Next Generation Enterprise and Emerging Technologies.

Investment
Investment
Wealth management
Wealth management
Cybersecurity
Cybersecurity
Artificial Intelligence (AI)
Artificial Intelligence (AI)
Infrastructure
Infrastructure
Healthcare
Healthcare
Commerce
Commerce
sierraventures.com
San Mateo, California
San Mateo, California
California
California
United States
United States
Vertex Ventures
Vertex Ventures

A venture capital firm in  California that focuses on information technology and healthcare markets.

Business development
Business development
Entrepreneurship
Entrepreneurship
Investment
Investment
Startup
Startup
Wealth management
Wealth management
Artificial Intelligence (AI)
Artificial Intelligence (AI)
Technology
Technology
Transportation
Transportation
eMobility service
eMobility service
‌
Cloud Infrastructure
Vertical SaaS
Vertical SaaS
vertexventures.cnvertexventures.com
Palo Alto, California
Palo Alto, California
San Francisco
San Francisco
Rubicon Venture Capital
Rubicon Venture Capital

Rubicon Venture Capital is a bi-coastal San Francisco - New York fund focused on backing software and internet technology companies at the Late Seed, Series A and B stages.

Wealth management
Wealth management
Machine learning
Machine learning
Artificial Intelligence (AI)
Artificial Intelligence (AI)
B2B
B2B
Big data
Big data
B2C
B2C
Software
Software
rubicon.vc
San Francisco
San Francisco
New York City
New York City
Village Global
Village Global

Village Global is a venture capital and private equity firm focused on making early stage investments in startup companies.

Fundraising
Fundraising
Investment
Investment
Wealth management
Wealth management
Artificial Intelligence (AI)
Artificial Intelligence (AI)
Technology
Technology
villageglobal.vc
San Francisco
San Francisco
United States
United States
Playfair Capital
Playfair Capital

An early-stage venture capital firm that focuses on building technology that change the way people live and work

Wealth management
Wealth management
Software
Software
Artificial Intelligence (AI)
Artificial Intelligence (AI)
Technology
Technology
playfaircapital.complayfair.vc
San Francisco
San Francisco
London
London
Graph Ventures
Graph Ventures

Graph Ventures is an early-stage investment group focused on technology companies in the United States, Canada, South America, Europe and Asia.

Angel investor
Angel investor
Enterprise software
Enterprise software
Software as a service (SaaS)
Software as a service (SaaS)
Cloud computing
Cloud computing
Software
Software
Wealth management
Wealth management
Artificial Intelligence (AI)
Artificial Intelligence (AI)
Technology
Technology
Analytics
Analytics
Transportation
Transportation
eMobility service
eMobility service
graphventures.com
Palo Alto, California
Palo Alto, California
LAUNCHub Ventures
LAUNCHub Ventures

LAUNCHub Ventures invests in companies focused on SaaS, enterprise software, health technology, e-commerce, mobile, and Internet of Things.

Investment
Investment
Wealth management
Wealth management
Nootropic
Nootropic
Cryptocurrency
Cryptocurrency
Blockchain and cryptocurrency
Blockchain and cryptocurrency
Artificial Intelligence (AI)
Artificial Intelligence (AI)
‌
Venture Capital Investor
Technology
Technology
Robotics
Robotics
launchub.comlaunchub.vc
Sofia
Sofia
Bulgaria
Bulgaria
Sofia Province
Sofia Province
645 Ventures
645 Ventures

645 Ventures invests in technology companies focused on SaaS, application software, financial software, consumer internet, and online marketplaces.

E-commerce
E-commerce
Software as a service (SaaS)
Software as a service (SaaS)
Cloud computing
Cloud computing
Software
Software
Business development
Business development
Entrepreneurship
Entrepreneurship
Investment
Investment
Startup
Startup
Wealth management
Wealth management
Artificial Intelligence (AI)
Artificial Intelligence (AI)
Privacy
Privacy
Technology
Technology
645ventures.com
New York City
New York City
New York
New York
United States
United States
Hedgeable (company)
Hedgeable (company)

Hedgeable is a wealth management firm in New York that focuses on advanced data science, downside protection, robust account aggregation, bitcoin investing, impact investing, venture investing, and alpha club rewards network.

Wealth management
Wealth management
Artificial Intelligence (AI)
Artificial Intelligence (AI)
Financial services
Financial services
Finance
Finance
Technology
Technology
Financial technology
Financial technology
hedgeable.com
New York City
New York City
Differential Ventures
Differential Ventures

A venture capital firm in New York that focuses on investing in B2B tech startups.

Computer security
Computer security
Blockchain
Blockchain
Big data
Big data
Security
Security
Artificial Intelligence (AI)
Artificial Intelligence (AI)
Enterprise software
Enterprise software
Analytics
Analytics
Investment
Investment
Wealth management
Wealth management
Cybersecurity
Cybersecurity
Finance
Finance
Technology
Technology
Software
Software
Financial technology
Financial technology
Blockchain and cryptocurrency
Blockchain and cryptocurrency
‌
AI-enabled cybersecurity
differential.vc
New York City
New York City
New York
New York
IQ Capital Partners
IQ Capital Partners

A venture capital firm in Cambridgeshire that focuses on investing in ‘deep tech’ companies.

Artificial Intelligence (AI)
Artificial Intelligence (AI)
Machine learning
Machine learning
Investment
Investment
Wealth management
Wealth management
Technology
Technology
iqcapital.co.ukiqcapital.vc
United Kingdom
United Kingdom
Citdex
Citdex

A blockchain company that focuses on the formation of technology specialists and the infrastructure necessary for digital asset management. Its main headquarters are located in New York City, New York and was founded in 2017.

Cryptocurrency
Cryptocurrency
Impact investing
Impact investing
Blockchain
Blockchain
Machine learning
Machine learning
Artificial Intelligence (AI)
Artificial Intelligence (AI)
Wealth management
Wealth management
Blockchain and cryptocurrency
Blockchain and cryptocurrency
Technology
Technology
citdex.com
New York City
New York City
Manhattan
Manhattan
‌
New York, Iowa
United States
United States
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