WealthTech deal volume jumped 32.7% in 2024.
ECHELON Partners noted that the wealthtech industry saw a 32.7% increase in deal volume compared to 2023, driven by the need to provide robust holistic technology solutions to both advisors and end clients.
Robo-advisors manage $2 trillion globally. Traditional wealth managers acquire tech-first competitors. VCs compete for quality deals.
This guide covers 27 active wealthtech investors. Focus areas, check sizes, direct contacts included.
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WealthTech investors list
1. Canvas Ventures (Canvas Prime)
Early-stage firm with $835M AUM focused on fintech transformation.
Investment focus: Digital wealth platforms, fintech infrastructure
Investment range: Series A-B, $5-15M typical
Notable investments: Savvy Wealth, FutureAdvisor (acq. BlackRock), fintech leaders
Contact: canvas.vc
2. Thrive Capital
Josh Kushner's firm backing software and fintech winners.
Investment focus: Fintech platforms, digital financial services
Investment range: Seed to growth, flexible sizing
Notable investments: Nubank, Affirm, fintech unicorns
Contact: thrivecap.com
3. Industry Ventures
Late-stage investor leading major wealthtech rounds.
Investment focus: Growth-stage wealthtech, secondary opportunities
Investment range: Series B+, $20M+ typical
Notable investments: Led Savvy Wealth $72M Series B
Contact: industryventures.com
4. Vestigo Ventures
Founded by former LPL Financial CEO Mark Casady.
Investment focus: Advisor-focused wealthtech, RIA platforms
Investment range: Series A-C
Notable investments: Savvy Wealth, advisor technology
Contact: vestigoventures.com
5. Euclidean Capital
Jim Simons family office investing in fintech.
Investment focus: Quantitative fintech, wealth management tech
Investment range: Series B+
Notable investments: Savvy Wealth, data-driven platforms
Contact: Private family office
6. QED Investors
Fintech specialist founded by Capital One veterans.
Investment focus: Digital wealth, robo-advisors, B2B fintech
Investment range: Seed to Series C, $1-30M
Notable investments: Nubank, SoFi, Credit Karma
Contact: qedinvestors.com
7. Ribbit Capital
Leading fintech investor across all stages.
Investment focus: Wealth management disruption, digital advisors
Investment range: Series A to growth
Notable investments: Wealthfront, Robinhood, Revolut
Contact: ribbitcap.com
8. Anthemis
Digital financial services specialist.
Investment focus: Wealth democratization, B2B wealthtech
Investment range: Seed to Series B
Notable investments: Betterment, eToro, digital wealth platforms
Contact: anthemis.com
9. Bessemer Venture Partners
Century-old firm embracing wealthtech.
Investment focus: B2B wealth platforms, advisor tools
Investment range: Series A+, $5-50M
Notable investments: Wealth management SaaS
Contact: bvp.com
10. Point72 Ventures
Steve Cohen's venture arm.
Investment focus: Data-driven wealth management, AI advisors
Investment range: Early to growth stage
Notable investments: Fintech and wealthtech platforms
Contact: point72ventures.com
11. Nyca Partners
Fintech-only VC founded by ex-Visa executive.
Investment focus: B2B wealthtech, compliance tech
Investment range: Series A-B, $5-20M
Notable investments: Wealth infrastructure companies
Contact: nyca.com
12. F-Prime Capital
Fidelity's venture arm.
Investment focus: Wealth management innovation, fintech
Investment range: Seed to growth
Notable investments: Toast, wealth platforms
Contact: fprimecapital.com
13. Brewer Lane Ventures
Consumer fintech specialist.
Investment focus: Digital wealth, investing platforms
Investment range: Seed to Series B
Notable investments: Savvy Wealth, consumer finance
Contact: brewerlane.com
14. FinTech Collective
NYC-based fintech specialist.
Investment focus: Capital markets tech, wealth infrastructure
Investment range: Seed to Series B
Notable investments: Wealth management platforms
Contact: fintechcollective.com
15. Matrix Partners
Multi-stage investor with fintech expertise.
Investment focus: B2B and B2C wealthtech
Investment range: Series A-C
Notable investments: Wealth management companies
Contact: matrixpartners.com
16. The House Fund
UC Berkeley-affiliated fund.
Investment focus: Technical founders in fintech
Investment range: Pre-seed to seed, $500K-$1M
Notable investments: Savvy Wealth, fintech startups
Contact: thehouse.fund
17. Broadhaven Capital Partners
Financial services investment bank and advisor.
Investment focus: Wealth management M&A, strategic investments
Investment range: Growth equity
Notable investments: WealthTech platform investments
Contact: broadhavencapital.com
18. Two Sigma Ventures
Quant hedge fund's venture arm.
Investment focus: Data-driven wealth management
Investment range: Seed to Series B
Notable investments: Fintech and wealthtech platforms
Contact: twosigmaventures.com
19. NFP Ventures
Insurance and wealth management corporate VC.
Investment focus: Advisor technology, wealth platforms
Investment range: Strategic investments
Notable investments: B2B wealthtech
Contact: nfpventures.com
20. Distributed Ventures
Insurance and wealth management focused.
Investment focus: Digital wealth, insurance tech
Investment range: Seed to Series A
Notable investments: Wealth management platforms
Contact: distributedventures.com
21. Pandeavor Ventures
Early-stage fintech investor.
Investment focus: Wealth democratization
Investment range: Pre-seed to seed
Notable investments: Early-stage wealthtech
Contact: pandeavor.com
22. Contour Venture Partners
NYC early-stage investor.
Investment focus: B2B fintech, wealth infrastructure
Investment range: Seed to Series A
Notable investments: Wealth management tools
Contact: contourventures.com
23. Cota Capital
Fintech and enterprise software investor.
Investment focus: B2B wealthtech, advisor platforms
Investment range: Series A-B
Notable investments: Wealth management SaaS
Contact: cotacapital.com
24. Oak HC/FT
Healthcare and fintech specialist.
Investment focus: Digital wealth platforms
Investment range: Series A to growth
Notable investments: Fintech leaders
Contact: oakhcft.com
25. Portage Ventures
Canada-based fintech specialist.
Investment focus: Wealth management innovation
Investment range: Seed to Series B
Notable investments: Wealthsimple, digital advisors
Contact: portageventures.com
26. Commerce Ventures
Payments and fintech investor.
Investment focus: B2B wealth infrastructure
Investment range: Seed to Series A
Notable investments: Wealth API platforms
Contact: commerceventures.com
27. RRE Ventures
NYC-based early-stage investor.
Investment focus: Fintech innovation, wealth platforms
Investment range: Seed to Series B
Notable investments: Digital wealth companies
Contact: rre.com
How to approach wealthtech investors
Know their portfolio
Wealthtech investors specialize. Some back B2B platforms. Others prefer consumer plays.
Research their exits. Did they back robo-advisors or RIA technology? Understanding their thesis saves time.
Metrics that matter
AUM growth rate: Monthly increases show traction
CAC/LTV ratio: Must be 3:1 minimum
Revenue per advisor: For B2B plays
Net revenue retention: Critical for SaaS models
Timing considerations
Q1 sees most wealthtech deals close. Plan backwards from there.
Series A needs 12-18 months runway. Don't wait until you're desperate.
Alternative funding
Strategic investors
Charles Schwab: Invests in RIA technology
Fidelity: F-Prime Capital for strategic plays
BlackRock: Acquired FutureAdvisor, still investing
Goldman Sachs: Strategic wealthtech investments
Private equity
PE firms buy mature wealthtech. Bain Capital took PowerSchool private. KKR acquired Instructure.
Growth equity available for $10M+ ARR companies.
Bank partnerships
HSBC launches robo-advisors. Wells Fargo partners with startups. Banks need wealthtech but move slowly.
Success stories
Mega rounds
Savvy Wealth: $72M Series B in 2025. Human-centered digital platform wins.
Wealthfront: Survived market downturns. Now manages billions.
Betterment: Consolidating competitors. Acquired Ellevest's robo business.
Strategic exits
FutureAdvisor: BlackRock acquisition validated B2B model.
Personal Capital: $1B sale to Empower showed hybrid model works.
Lessons from failures
Marcus Invest by Goldman shut down. "Harder than we thought" said president.
Generic robo-advisors struggle. Differentiation required. Niche focus wins.
Track investor engagement with Ellty
Wealthtech decks need different structure. Architecture slides matter. Compliance sections get scrutinized.
Ellty shows:
- Which investors spend time on regulatory slides
- When they forward to compliance teams
- Who actually understands your tech stack
Real wealthtech data:
- Technical slides: 4x longer viewing
- Compliance sections: Most forwarded
- Team backgrounds: Second priority
FAQs
Minimum AUM for Series A?
$50-100M typical. Growth rate matters more.
B2B or B2C easier to fund?
B2B seeing more interest. Clearer unit economics.
Do we need licenses first?
RIA registration helps credibility. Not always required.
How important are partnerships?
Critical. Custodian relationships especially.
Best time to raise?
Q4 for closing in Q1. Summer is slowest.
