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Active, Personal Portfolio Management Startups

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17 Startups 0 In the News 1 Recently Updated
  • Total Funding
    $331.6M
    Raised
    26
    Events
  • Private Funding
    $331.6M
    Raised
    25
    Rounds
  • Public Offerings
    $0
    Raised
    0
    Offerings
  • M&A
    $0
    Raised
    1
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Unit Finance logo

Unit Finance

Banking Service Integration for Tech Companies 2019 B2B 51-200 C $169.6M
unicorn_2022
dashboard
banks
open-banking
bank-infrastructure
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 51-200 B $111.8M
crowdsourcing
investments
personal-finance
web-platform
price-comparison
fintech
insurtech
trading-and-investing
machine-learning
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
Vyzer logo

Vyzer

One Platform for all Investment Management Needs 2020 B2B, B2B2C, B2C 11-50 Pre-Funding $0
web-platform
venture-capital
finance
marketplace
software-applications
private-investors
direct-to-consumer
consumers
personal-finance
investments
fintech
real-estate
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
ArborKnot logo

ArborKnot

Customer Payment Solutions 2019 B2B 11-50 Pre-Funding Undisclosed
enterprise-solutions
customer-experience
Feezback Technologies logo

Feezback Technologies

Personal Finance Solution 2015 B2B 11-50 A $3.5M
machine-learning
artificial-intelligence
fintech
wisdom-of-crowds
price-comparison
crowdsourcing
personal-finance
web-platform
personalization
mobile-applications

Search Startups

17 Results
  • Total Funding
    $331.6M
    Raised
    26
    Events
  • Private Funding
    $331.6M
    Raised
    25
    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:51-200
Funding Stage:C
Pontera logo
Raised
$111.8M
Pontera
Active Management Solution for Held Away Accounts
Founded:2012
Business Model:B2B, B2B2C
Employees:51-200
Funding Stage:B
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
Vyzer logo
Raised
$0
Vyzer
One Platform for all Investment Management Needs
Founded:2020
Business Model:B2B, B2B2C, B2C
Employees:11-50
Funding Stage:Pre-Funding
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
ArborKnot logo
Raised
Undisclosed
ArborKnot
Customer Payment Solutions
Founded:2019
Business Model:B2B
Employees:11-50
Funding Stage:Pre-Funding
Feezback Technologies logo
Raised
$3.5M
Feezback Technologies
Personal Finance Solution
Founded:2015
Business Model:B2B
Employees:11-50
Funding Stage:A
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