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    News Analysis
    Search Startups

    Active, Personal Portfolio Management Startups

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    16 Startups 0 In the News 0 Recently Updated
    • Total Funding
      $402.4M
      Raised
      30
      Events
    • Private Funding
      $402.4M
      Raised
      29
      Rounds
    • Public Offerings
      $0
      Raised
      0
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    • M&A
      $0
      Raised
      1
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    Unit Finance logo

    Unit Finance

    Banking Service Integration for Tech Companies
    2019 B2B 201-500 C $169.6M
    unicorn-2022
    dashboard
    banks
    open-banking
    api
    financial-institutions
    credit-cards
    lending-and-financing
    fintech
    enterprises
    enterprise-solutions
    data-integration
    payments
    Pontera logo

    Pontera

    Active Management Solution for Held Away Accounts
    2012 B2B, B2B2C 201-500 C $171.8M
    investments
    personal-finance
    price-comparison
    fintech
    insurtech
    trading-and-investing
    Vyzer logo

    Vyzer

    One Platform for all Investment Management Needs
    2020 B2B, B2B2C, B2C 11-50 Seed $6.3M
    web-platform
    finance
    software-applications
    private-investors
    direct-to-consumer
    consumers
    personal-finance
    investments
    fintech
    real-estate
    BondIT logo

    BondIT

    AI-based Credit Research and Fixed Income Portfolio Management and Trading Platform
    2015 B2B 11-50 A $32.7M
    banks
    machine-learning
    saas
    big-data-analytics
    fintech
    investments
    asset-management
    trading
    enterprise-solutions
    financial-institutions
    insurance-companies
    financial-services
    artificial-intelligence
    algorithms
    portfolio-management
    investors
    trading-and-investing
    FINQ logo

    FINQ

    AI-powered Investment Platform
    2021 B2C 11-50 Seed $10.5M
    insurtech
    finance
    fintech
    mobile-applications
    I Know First logo

    I Know First

    AI-based Investment Solution
    2009 B2B, B2B2C, B2C 11-50 Mature Undisclosed
    trading
    fintech
    predictive-analytics
    software-applications
    private-investors
    algo-trading
    investments
    machine-learning
    artificial-intelligence
    financial-institutions
    trading-and-investing
    banks
    investors
    portfolio-management
    big-data-analytics
    stock-trading
    Feezback Technologies logo

    Feezback Technologies

    Personal Finance Solution
    2015 B2B 1-10 A $3.5M
    machine-learning
    artificial-intelligence
    fintech
    wisdom-of-crowds
    price-comparison
    crowdsourcing
    personal-finance
    web-platform
    personalization
    mobile-applications

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    16 Results
    • Total Funding
      $402.4M
      Raised
      30
      Events
    • Private Funding
      $402.4M
      Raised
      29
      Rounds
    • Public Offerings
      $0
      Raised
      0
      Offerings
    • M&A
      $0
      Raised
      1
      Deals

    Funding

    Rounds / Deals

    Funding Stage

    Number of Employees

    There aren’t any companies that match your search
    you can try looking for something else.

    Unit Finance logo
    Raised
    $169.6M
    Unit Finance
    Banking Service Integration for Tech Companies
    Founded:2019
    Business Model:B2B
    Employees:201-500
    Funding Stage:C
    Pontera logo
    Raised
    $171.8M
    Pontera
    Active Management Solution for Held Away Accounts
    Founded:2012
    Business Model:B2B, B2B2C
    Employees:201-500
    Funding Stage:C
    Vyzer logo
    Raised
    $6.3M
    Vyzer
    One Platform for all Investment Management Needs
    Founded:2020
    Business Model:B2B, B2B2C, B2C
    Employees:11-50
    Funding Stage:Seed
    BondIT logo
    Raised
    $32.7M
    BondIT
    AI-based Credit Research and Fixed Income Portfolio Management and Trading Platform
    Founded:2015
    Business Model:B2B
    Employees:11-50
    Funding Stage:A
    FINQ logo
    Raised
    $10.5M
    FINQ
    AI-powered Investment Platform
    Founded:2021
    Business Model:B2C
    Employees:11-50
    Funding Stage:Seed
    I Know First logo
    Raised
    Undisclosed
    I Know First
    AI-based Investment Solution
    Founded:2009
    Business Model:B2B, B2B2C, B2C
    Employees:11-50
    Funding Stage:Mature
    Feezback Technologies logo
    Raised
    $3.5M
    Feezback Technologies
    Personal Finance Solution
    Founded:2015
    Business Model:B2B
    Employees:1-10
    Funding Stage:A
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