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39 Best Central Based Wealth Management Startups and Companies 2021

This article showcases our top picks for the best Central based Wealth Management companies. These startups and companies are taking a variety of approaches to innovating the Wealth Management industry, but are all exceptional companies well worth a follow.

We tried to pick companies across the size spectrum from cutting edge startups to established brands.

We selected these startups and companies for exceptional performance in one of these categories:

  • Innovation
    • Innovative ideas
    • Innovative route to market
    • Innovative product
  • Growth
    • Exceptional growth
    • Exceptional growth strategy
  • Management
  • Societal impact

Top Central Wealth Management Startups

Data sourced from Crunchbase and SemRush.

StashAway

StashAway

Crunchbase Website Twitter Facebook Linkedin

StashAway is a wealth management platform that delivers personalized portfolio management to both retail and accredited investors.

Bambu

Bambu

Crunchbase Website Twitter Facebook Linkedin

Bambu is a robo-advisor solution provider offering financial and consumer brands.

Bambu

Kristal.AI

Crunchbase Website Twitter Facebook Linkedin

Unlocking investment opportunities for experienced and first-time investors.

Bambu

Canopy

Crunchbase Website Twitter Facebook Linkedin

Canopy is a financial data aggregation, visualization, analytics, and reporting platform.

Bambu

WeInvest

Crunchbase Website Twitter Facebook Linkedin

WeInvest enables individual investors to discover investment opportunities across real estate, mutual funds, and deposits.

Bambu

BetaSmartz

Crunchbase Website Twitter Facebook Linkedin

Digital investment platform offering investment, administrative and operational solutions to financial institutions

Bambu

Wealth

Crunchbase Website Twitter Facebook Linkedin

WEALTH is an online wealth services marketplace for investors powered by an innovative, award-winning digital platform

Bambu

AIA Group

Crunchbase Website Twitter Facebook Linkedin

AIA Group Limited and its subsidiaries comprise the largest independent publicly listed pan-Asian life insurance group.

Bambu

LUMIQ

Crunchbase Website Twitter Facebook Linkedin

LUMIQ is a financial management company that specializes in the fields of wealth management, bionic advisor, B2B, and asset allocation.

Bambu

Icube

Crunchbase Website Twitter Facebook Linkedin

Icube provides an opportunity for everyone to benefit from the appreciation of social wealth and enjoy a free, equal, private…

Bambu

Hugo Save

Crunchbase Website Twitter Facebook Linkedin

Hugo is a digital account that helps you spend, save and invest, starting with gold.

Bambu

Bento

Crunchbase Website Twitter Facebook Linkedin

B2B2C Wealth Tech provider, bringing institutional grade portfolio construction in an awesome digital user journey to financial institutions

Bambu

Contemi Solutions

Crunchbase Website Twitter Facebook Linkedin

Technology partner to financial industry, providing digital solutions for insurance, asset & wealth management, banking & capital markets.

Bambu

RF Fund Management

Crunchbase Website Twitter Facebook Linkedin

A Monetary Authority of Singapore Registered Fund Management Company

Bambu

Torre Capital

Crunchbase Website Twitter Facebook Linkedin

Torre Capital is a wealth platform offering institutional access to private opportunities for family offices and High Networth Investors

Bambu

Cognifyx

Crunchbase Website Twitter Facebook Linkedin

Cognifyx is a cognitive and behavioural science company.

Bambu

Swiss-Asia Financial Services

Crunchbase Website Twitter Facebook Linkedin

Swiss-Asia Financial Services offers wealth management, fund management and private banking services for B2B platform.

Bambu

Timeliss

Crunchbase Website Twitter Facebook Linkedin

Timeliss is a late-life technology innovations company that brings health, wealth and legacy planning matters onto one platform.

Bambu

Manulife Singapore

Crunchbase Website Twitter Facebook Linkedin

Manulife Singapore is a provider of insurance & financial planning solutions.

Bambu

St. James’s Place Wealth Management Asia

Crunchbase Website Twitter Facebook Linkedin

St. James’s Place Wealth Management Asia provides financial services.

Bambu

Barclays Wealth and Investment Management

Crunchbase Website Twitter Facebook Linkedin

Barclays Wealth and Investment Management is a division of Barclays provides global financial services.

Bambu

Frontier Global Management LP

Crunchbase Website Twitter Facebook Linkedin

Frontier Global Management LP is an investment office specializing in private and public equities primarily in the United States and China.

Bambu

LU Global

Crunchbase Website Twitter Facebook Linkedin

LU Global offers mobile investment and wealth management platform.

Bambu

smartfolios

Crunchbase Website Twitter Facebook Linkedin

Smartfolios is a financial and services company that specializes in advisory and investment tools that helps enterprises.

Bambu

Weybridge Assets

Crunchbase Website Twitter Facebook Linkedin

Investment Solutions, Trade Execution & More

Bambu

Lion Global Investors

Crunchbase Website Twitter Facebook Linkedin

Lion Global Investors is a financial service firm that offers investment management, fixed income, asset management and wealth management.

Bambu

MoneyOwl

Crunchbase Website Twitter Facebook Linkedin

MoneyOwl is a finance and wealth management firm that provides financial plans, incorporating national schemes & fund management services.

Bambu

GF Holdings Hong Kong

Crunchbase Website Twitter Facebook Linkedin

GF Holdings Hong Kong is a brokerage and wealth management services provider firm.

Bambu

WealthUp

Crunchbase Website Twitter Facebook Linkedin

WealthUp provides tools needed to help you make the financial and wealth management decisions.

Bambu

OneAston

Crunchbase Website Twitter Facebook Linkedin

OneAston is Asian based financial IT services firm dedicated to the delivery of quality wealth management solutions.

Bambu

Expense IQ

Crunchbase Website Twitter Facebook Linkedin

Expense IQ ultimate money manager app that combines an expense tracker, a budget planner, a checkbook register, integrated bills reminder.

Bambu

Bueno.money

Crunchbase Website Twitter Facebook Linkedin

Extending runway for high-growth startups by turning passive cash into active cash

Bambu

Assetfort Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Assetfort Wealth Management provides wealth and fund management services to accredited investors in Asia Pacific.

Bambu

WealthMastery.asia

Crunchbase Website Twitter Facebook Linkedin

WealthMastery.asia is a web portal that provides content in the areas of personal finance, investing, entrepreneurship, and wealth creation.

Bambu

APS Asset Management

Crunchbase Website Twitter Facebook Linkedin

APS Asset Management is a financial solutions firm that offers public equity investments, wealth management & long-term capital allocation.

Bambu

Astignes Capital

Crunchbase Website Twitter Facebook Linkedin

Astignes Capital is an investment management firm that provides investment, consulting and other financial services.

Bambu

Sircured

Crunchbase Website Twitter Facebook Linkedin

Sircured is a FinTech company that provides wealth management services.

Bambu

AAM Advisory

Crunchbase Website Twitter Facebook Linkedin

AAM Advisory is a wealth management and financial advisory firm.

Bambu

Providend

Crunchbase Website Twitter Facebook Linkedin

Providend provides wealth management, risk mitigation, investment management, and estate planning services.

Written by Tenner Smith

Tenner Smith - I have experience in financial intelligence and automated intelligence. In industry I have worked on artificial intelligence and machine learning. Tenner Smith is a reporter at DF media.

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