50+ accelerators offering $50K-$2M funding • Top programs: Techstars Fintech, Goldman Sachs, Barclays •Key metrics: Greater than 20-30% AUM growth MoM • Timeline:Greater than 6-12 months MVP to seed funding •Success rate: Greater than 22-82% depending on program tier
The definitive resource for WealthTech startup funding. Discover 50+ accelerators, VCs, and funding programs specifically focused on robo-advisors, investment platforms, and wealth management technology.
FinTech Innovation Lab, Various VCs
Deadlines: Jan 31
Barclays Accelerator, Accenture Lab
Deadlines: Feb 15, 28
Techstars Fintech, Goldman Accelerate
Deadlines: Mar 15, 20
JPMorgan Techstars, BBVA Innovation
Deadlines: Apr 1, 15
HSBC Innovation Banking
Deadlines: May 1
BNP Paribas Hackathon
Deadlines: Jun 1
💡 Pro Tip: Most accelerators have rolling applications. Apply 2-3 months before your preferred start date.
Digital Wealth & Investment Platforms
New York, USA
Notable: Yodlee, SendGrid
March 15, 2025
13 weeks
78%
Wealth Management Technology
Silicon Valley, USA
Notable: PayPal, Lending Club
Rolling Applications
12 weeks
65%
Investment & Wealth Platforms
London, UK
Notable: Betterment, Wealthfront
January 31, 2025
12 weeks
82%
Digital Wealth Solutions
London, UK
Notable: Flux, MarketInvoice
February 28, 2025
13 weeks
71%
Wealth Management Innovation
San Francisco, USA
Notable: Tiller, Even
Ongoing
6 months
69%
Investment Technology
New York, USA
Notable: Clarity Money, AppZen
April 1, 2025
13 weeks
73%
Digital Investment Platforms
San Francisco, USA
Notable: Credit Karma, Tala
Rolling
4 months
61%
Investment Technology
New York, USA
Notable: Feedzai, Kensho
Ongoing
6 months
44%
Alternative Investment Platforms
New York, USA
Notable: Circle, Addepar
March 20, 2025
10 weeks
71%
B2B Wealth Solutions
New York, USA
Notable: Kabbage, Resy
Ongoing
Flexible
38%
Retail Investment Platforms
London, UK
Notable: Kabbage, Ripple
Rolling
12-18 months
42%
B2B WealthTech Solutions
Frankfurt, Germany
Notable: Clark, N26
Ongoing
12-24 months
35%
Next-Gen WealthTech
London, UK
Notable: Betterment, Trov
Ongoing
Long-term
31%
Consumer FinTech
Alexandria, USA
Notable: Credit Karma, SoFi
Ongoing
Long-term
29%
B2B FinTech
San Francisco, USA
Notable: DocuSign, Guideline
Ongoing
Long-term
26%
Financial Services Innovation
Boston, USA
Notable: FIS, Payfone
Ongoing
Long-term
24%
Consumer & B2B FinTech
Palo Alto, USA
Notable: Robinhood, Affirm
Ongoing
Long-term
22%
WealthTech & RegTech
London, UK
March 30, 2025
3 months
Wealth Management AI
Dublin, Ireland
February 15, 2025
12 weeks
Robo-Advisory Solutions
Hong Kong
May 1, 2025
16 weeks
Payment-Enabled WealthTech
Global (Virtual)
Rolling
Ongoing
Payment Integration WealthTech
Global
Ongoing
3-6 months
AI-Driven Wealth Management
Madrid, Spain
April 15, 2025
6 months
Digital Investment Advisory
Amsterdam, Netherlands
Rolling
12 months
Beyond accelerators, these venture capital firms are actively investing in WealthTech startups across all stages.
Crypto & DeFi Wealth
Notable: Coinbase, Robinhood, OpenSea
B2B Financial Software
Notable: MX Technologies, Guideline
European WealthTech
Notable: Revolut, Scalable Capital
Consumer Investment Apps
Notable: Robinhood, Mambu
AI-Powered Wealth Management
Notable: Affirm, Nutmeg
Demonstrate understanding of SEC, FINRA, and state regulations
Highlight encryption, data protection, and scalability measures
Prove you can acquire users at sustainable CAC levels
Explain your competitive advantage in a crowded market
"Focus on AUM growth metrics, not just user count. Accelerators want to see money flowing through your platform."
- Sarah Chen, Founder of InvestWise (Techstars alum)
"Have a clear B2B vs B2C strategy. Many WealthTech startups pivot between models."
- Marcus Rodriguez, Founder of WealthFlow (Y Combinator alum)
"Regulatory expertise is crucial. Partner with experienced compliance professionals early."
- David Kim, Founder of RoboAdvise (500 Startups alum)
Techstars, Goldman Sachs Accelerate, Wells Fargo
500 Startups, Plug and Play, Barclays Accelerator
Investment advisor registration, custody rules
Broker-dealer oversight, trading supervision
State-level investment advisor requirements
Client asset protection and segregation
Acting in client's best interest
Data protection and customer privacy
Engage regulatory attorneys from day one
Build regulatory requirements into product architecture
Proactive compliance monitoring and reporting
$32B valuation • Commission-free trading pioneer
Robo-advisor acquisition • Strategic consolidation
Wealth management platform • Private equity exit
Traditional banks acquiring digital capabilities
Larger WealthTech firms acquiring smaller competitors
Financial giants buying AI and analytics capabilities
The top WealthTech accelerators include Techstars Fintech ($120K for 6% equity), Plug and Play Fintech ($250K), Goldman Sachs Accelerate (no funding, high value networking), and Barclays Accelerator ($120K). Success rates range from 71-82% for tier-1 programs.
WealthTech startups typically raise $50K-500K in pre-seed, $1M-5M in seed funding, and $5M-15M in Series A. The key is demonstrating strong AUM growth (20-30% MoM) and sustainable unit economics before seeking larger rounds.
WealthTech startups must navigate SEC investment advisor registration, FINRA broker-dealer requirements, state-level regulations, custody rules, and fiduciary duties. Engaging regulatory counsel early is crucial for compliance-by-design architecture.
Several programs offer mentorship without equity: FinTech Innovation Lab (London), Goldman Sachs Accelerate, Accenture FinTech Innovation Lab, MasterCard Start Path, and Visa Fintech Fast Track. These focus on strategic partnerships and market access.
B2B WealthTech focuses on higher ACV ($10K-500K), longer sales cycles (6-18 months), and lower churn (<5%). B2C WealthTech emphasizes user acquisition ($50-200 CAC), AUM growth (20-30% MoM), and viral growth mechanisms. Different accelerators specialize in each model.
Application processes typically take 4-8 weeks from submission to decision. Most programs have specific deadlines (January-April for summer cohorts), though some like Plug and Play and Wells Fargo accept rolling applications year-round.
Key metrics include AUM growth rate (20-30% MoM), customer acquisition cost ($50-200), customer lifetime value ($500-2000), monthly active users (10K+ for Series A), revenue growth (15-25% MoM), and regulatory compliance readiness.
Top programs for robo-advisors include Techstars Fintech, HSBC Innovation Banking (Hong Kong), 500 Fintech, and Barclays Accelerator. These programs have specific expertise in automated investment platforms and regulatory navigation for advisory services.
Common requirements include: business plan with regulatory compliance strategy, financial projections, team backgrounds, product demo or prototype, customer validation data, competitive analysis, and technology security documentation. Some programs require specific WealthTech domain expertise.
International startups can apply to most US accelerators, but may need to incorporate a US entity. Programs like Techstars, 500 Startups, and Plug and Play actively recruit global companies. Consider visa requirements and regulatory compliance in target markets.
The global WealthTech market is expected to reach $47B by end of 2025, growing at 23% CAGR. Key growth drivers include AI adoption, robo-advisory expansion (312% AUM increase since 2020), and Gen Z digital-first preferences (67% prefer digital platforms).
Most active WealthTech VCs include Andreessen Horowitz (crypto/DeFi focus), QED Investors (consumer FinTech), Ribbit Capital ($1M-100M range), Anthemis Venture Capital (next-gen WealthTech), and Propel Venture Partners (B2B FinTech). Check sizes range from $1M to $100M across stages.
Hot trends include AI-powered personalized advisory, fractional investing in premium assets, social trading platforms, ESG-focused investment tools, embedded finance in non-financial apps, crypto wealth management, and next-gen portfolio analytics with alternative data sources.
WealthTech accelerators have higher success rates (22-82%) compared to general accelerators (~10-20%) due to specialized expertise, strong financial industry connections, and regulatory guidance. Tier-1 programs like Goldman Sachs and Techstars consistently achieve 70%+ success rates.
Exit opportunities include strategic acquisitions by traditional banks (UBS acquired Wealthfront for $1.4B), private equity rollups (Empower acquired Personal Capital for $1B), IPOs (Robinhood $32B valuation), and consolidation plays by larger WealthTech firms. Average exit multiples range 3-8x revenue.
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Last updated: January 15, 2025 | Data verified from official program websites and SEC filings
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