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100 Accelerators & Incubators
Download The List of the 100 Highest-Valued Unicorns

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100 Top Unicorns
Download The List of the 100 Highest-Valued Unicorns

This free sheet contains all the information about the top 100 unicorns, including their valuation, HQ's location, founded year, name of founders, funding amount and number of employees.

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100 Top Unicorns
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This free Notion document contains the best 100+ resources you need for building a successful startup, divided in 4 categories: Fundraising, People, Product, and Growth.

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The Founder's Handbook

Top 9 Wealth Management Unicorns in 2024

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The Wealth Management industry is filled with successful companies that have raised millions of dollars in VC funding that came from some of the top investors in the world.

Many of these successes have turned into unicorns — private companies worth over $1 billion.

If you want to build the next unicorn in the Wealth Management space, these 9 companies should be your inspiration.

9 Wealth Management Unicorns Companies

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2,189 Accelerators & Incubators

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Complete Unicorns List
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1,016 Unicorns

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1,190 Unicorns

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List of 250 startup investors in the AI and Machine Learning industries, along with their Twitter, LinkedIn, and email addresses.

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1) BGL Group

BGL Group

BGL Group is an insurance and financial consultancy group that utilizes the latest software to digitally distribute a wide range of products.

Details of the startup:

  • Valuation: $3.00B (November 2017)
  • Country: United Kingdom
  • State: England
  • City: Peterborough
  • Started in: 1992
  • Founders: Douw Gerbrand Steyn
  • Number of employees: 1,000-5,000
  • Funding: $900.00M
  • Funding rounds: 1
  • Number of investors: 1

You can find their website here.

2) Addepar

Addepar

Addepar is a wealth management software that offers data analytics and portfolio visualization capabilities.

Details of the startup:

  • Valuation: $2.17B (June 2021)
  • Country: United States
  • State: California
  • City: Mountain View
  • Started in: 2009
  • Founders: James Rothschild, Jason Mirra, Joe Lonsdale, Justin Rockefeller
  • Number of employees: 250-500
  • Funding: $513.93M
  • Funding rounds: 12
  • Number of investors: 38

You can find their website here.

3) Akulaku

Akulaku

Akulaku is Southeast Asia's premier banking and digital financial platform.

Details of the startup:

  • Valuation: $2.00B (February 2022)
  • Country: Indonesia
  • City: Jakarta
  • Started in: 2014
  • Founders: Gordon Hu, William LI
  • Number of employees: 1,000-5,000
  • Funding: $455.00M
  • Funding rounds: 10
  • Number of investors: 15

You can find their website here.

4) Acorns

Acorns

Acorns is a finance company that allows people to round up their purchases and automatically invest the difference.

Details of the startup:

  • Valuation: $1.90B (March 2022)
  • Country: United States
  • State: California
  • City: Irvine
  • Started in: 2012
  • Founders: Jason Martell, Jeff Cruttenden, Mark Dru, Walter Cruttenden
  • Number of employees: 251-500
  • Funding: $506.96M
  • Funding rounds: 10
  • Number of investors: 39

You can find their website here.

5) M1 Holdings

M1 Holdings

M1 is a finance super app. 

Details of the startup:

  • Valuation: $1.45B (July 2021)
  • Country: United States
  • State: Illinois
  • City: Chicago
  • Started in: 2015
  • Founders: Brian Barnes
  • Number of employees: 251-500
  • Funding: $323.22M
  • Funding rounds: 7
  • Number of investors: 8

You can find their website here.

6) Stash

Stash

Stash is a personal finance app that combines banking, investing, and advice into one platform.

Details of the startup:

  • Valuation: $1.40B (February 2021)
  • Country: United States
  • State: New York
  • City: New York
  • Started in: 2015
  • Founders: Brandon Krieg, David Ronick, Ed Robinson
  • Number of employees: 250-500
  • Funding: $439.25M
  • Funding rounds: 10
  • Number of investors: 12

You can find their website here.

7) SmartAsset

SmartAsset

SmartAsset is an online destination for financial advice that powers SmartAdvisor, a marketplace connecting consumers to financial advisors.

Details of the startup:

  • Valuation: $1.00B (June 2021)
  • Country: United States
  • State: New York
  • City: New York
  • Started in: 2012
  • Founders: Michael Carvin, Philip Camilleri
  • Number of employees: 100-250
  • Funding: $157.62M
  • Funding rounds: 8
  • Number of investors: 25

You can find their website here.

8) MobiKwik

MobiKwik

MobiKwik is India’s leading fintech platform, operating businesses in consumer payments, payment gateway, and financial services.

Details of the startup:

  • Valuation: $1.00B (October 2021)
  • Country: India
  • City: Haryana
  • Started in: 2009
  • Founders: Bipin Singh, Chandan Joshi, Upasana Taku
  • Number of employees: 250-500
  • Funding: $248.96M
  • Funding rounds: 16
  • Number of investors: 27

You can find their website here.

9) Human Interest

Human Interest

Human Interest helps employees of small and medium-sized businesses save for retirement.

Details of the startup:

  • Valuation: $1.00B (August 2021)
  • Country: United States
  • State: California
  • City: San Francisco
  • Started in: 2015
  • Founders: Paul Sawaya, Roger Lee
  • Number of employees: 500-1,000
  • Funding: $335.02M
  • Funding rounds: 8
  • Number of investors: 27

You can find their website here.

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