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Who Funds Wealthtech Startups?

Discover 36 funding sources for Wealthtech startups: VC funds, accelerators, and free resources.

19
VC Funds
9
Accelerators
8
Free Programs
$4.2M
Avg Check Size

Wealthtech Funding Landscape

Market Overview

The wealthtech sector has 36 active funding sources globally, with funding trends showing steady growth with increased focus on sustainable business models.

Competition level is moderately competitive, making it moderately competitive with good opportunities for quality startups in this space.

Success Factors

Strong technical team with domain expertise
Clear market validation and traction metrics
Defensible technology or business model
Large addressable market opportunity
Experienced advisors and mentors

Funding Strategy

Recommended Approach

  • • Start with free resources to minimize operational costs
  • • Apply to industry-specific accelerators for mentorship
  • • Build relationships with VCs before you need funding
  • • Focus on funds with relevant portfolio companies

Timing Considerations

  • • Allow 3-6 months for fundraising process
  • • Accelerator applications have seasonal deadlines
  • • VC funding often correlates with market cycles
  • • Free programs can be accessed year-round

VC Funds Investing in Wealthtech

Wealthtech Ventures 1

Multi-location

series-a stage focus

$9M
Check Size

Investment Focus

WealthtechSaasEnterprise Software

Recent Wealthtech Investments

TechCorp, StartupAI, DataFlow
Learn More →

Wealthtech Ventures 2

Multi-location

seed stage focus

$7M
Check Size

Investment Focus

WealthtechSaasEnterprise Software

Recent Wealthtech Investments

TechCorp, StartupAI
Learn More →

Wealthtech Ventures 3

Multi-location

series-b stage focus

$4M
Check Size

Investment Focus

WealthtechSaas

Recent Wealthtech Investments

TechCorp, StartupAI
Learn More →

Wealthtech Ventures 4

Multi-location

seed stage focus

$11M
Check Size

Investment Focus

WealthtechSaas

Recent Wealthtech Investments

TechCorp, StartupAI, DataFlow
Learn More →

Wealthtech Ventures 5

Multi-location

series-a stage focus

$11M
Check Size

Investment Focus

WealthtechSaas

Recent Wealthtech Investments

TechCorp, StartupAI
Learn More →

Wealthtech Ventures 6

Multi-location

series-b stage focus

$2M
Check Size

Investment Focus

WealthtechSaasEnterprise Software

Recent Wealthtech Investments

TechCorp, StartupAI
Learn More →

Wealthtech Ventures 7

Multi-location

series-b stage focus

$11M
Check Size

Investment Focus

WealthtechSaas

Recent Wealthtech Investments

TechCorp, StartupAI, DataFlow
Learn More →

Wealthtech Ventures 8

Multi-location

seed stage focus

$6M
Check Size

Investment Focus

WealthtechSaasEnterprise Software

Recent Wealthtech Investments

TechCorp, StartupAI, DataFlow
Learn More →

Wealthtech Ventures 9

Multi-location

seed stage focus

$6M
Check Size

Investment Focus

WealthtechSaasEnterprise Software

Recent Wealthtech Investments

TechCorp, StartupAI
Learn More →

Wealthtech Ventures 10

Multi-location

series-b stage focus

$11M
Check Size

Investment Focus

WealthtechSaasEnterprise Software

Recent Wealthtech Investments

TechCorp
Learn More →

Wealthtech Ventures 11

Multi-location

series-a stage focus

$10M
Check Size

Investment Focus

WealthtechSaas

Recent Wealthtech Investments

TechCorp, StartupAI
Learn More →

Wealthtech Ventures 12

Multi-location

series-b stage focus

$2M
Check Size

Investment Focus

WealthtechSaas

Recent Wealthtech Investments

TechCorp, StartupAI, DataFlow
Learn More →

Wealthtech Ventures 13

Multi-location

seed stage focus

$10M
Check Size

Investment Focus

WealthtechSaas

Recent Wealthtech Investments

TechCorp
Learn More →

Wealthtech Ventures 14

Multi-location

seed stage focus

$11M
Check Size

Investment Focus

WealthtechSaas

Recent Wealthtech Investments

TechCorp, StartupAI
Learn More →

Wealthtech Ventures 15

Multi-location

series-a stage focus

$10M
Check Size

Investment Focus

WealthtechSaasEnterprise Software

Recent Wealthtech Investments

TechCorp
Learn More →

Wealthtech Ventures 16

Multi-location

series-b stage focus

$8M
Check Size

Investment Focus

WealthtechSaas

Recent Wealthtech Investments

TechCorp
Learn More →

Wealthtech Ventures 17

Multi-location

seed stage focus

$11M
Check Size

Investment Focus

WealthtechSaas

Recent Wealthtech Investments

TechCorp, StartupAI, DataFlow
Learn More →

Wealthtech Ventures 18

Multi-location

series-a stage focus

$11M
Check Size

Investment Focus

WealthtechSaasEnterprise Software

Recent Wealthtech Investments

TechCorp, StartupAI
Learn More →

Wealthtech Ventures 19

Multi-location

series-b stage focus

$7M
Check Size

Investment Focus

WealthtechSaas

Recent Wealthtech Investments

TechCorp, StartupAI, DataFlow
Learn More →
View All Wealthtech VC Funds

Wealthtech Accelerator Programs

Wealthtech Accelerator 1

Remote + On-site

$192K
for 7% equity

Program Focus

WealthtechInnovationGrowth
Next Deadline: 2024-02-15Apply Now →

Wealthtech Accelerator 2

Remote + On-site

$65K
for 7% equity

Program Focus

WealthtechInnovationGrowth
Next Deadline: 2024-07-15Apply Now →

Wealthtech Accelerator 3

Remote + On-site

$179K
for 7% equity

Program Focus

WealthtechInnovationGrowth
Next Deadline: 2024-03-15Apply Now →

Wealthtech Accelerator 4

Remote + On-site

$182K
for 6% equity

Program Focus

WealthtechInnovationGrowth
Next Deadline: 2024-04-15Apply Now →

Wealthtech Accelerator 5

Remote + On-site

$132K
for 8% equity

Program Focus

WealthtechInnovationGrowth
Next Deadline: 2024-05-15Apply Now →

Wealthtech Accelerator 6

Remote + On-site

$160K
for 7% equity

Program Focus

WealthtechInnovationGrowth
Next Deadline: 2024-10-15Apply Now →

Wealthtech Accelerator 7

Remote + On-site

$193K
for 6% equity

Program Focus

WealthtechInnovationGrowth
Next Deadline: 2024-10-15Apply Now →

Wealthtech Accelerator 8

Remote + On-site

$51K
for 8% equity

Program Focus

WealthtechInnovationGrowth
Next Deadline: 2024-01-15Apply Now →

Wealthtech Accelerator 9

Remote + On-site

$69K
for 8% equity

Program Focus

WealthtechInnovationGrowth
Next Deadline: 2024-12-15Apply Now →
View All Wealthtech Accelerators

Free Resources for Wealthtech Startups

AWS

medium

Productivity Design

$200K
Learn More →

Google Cloud

hard

Cloud Credits

$25K
Learn More →

Microsoft

hard

Cloud Credits

$1K
Learn More →

GitHub

easy

Marketing Growth

$100K
Learn More →

Stripe

medium

Marketing Growth

$25K
Learn More →

HubSpot

medium

Productivity Design

$100K
Learn More →

Notion

medium

Marketing Growth

$5K
Learn More →

Figma

easy

Productivity Design

$25K
Learn More →
View All $2.5M in Free Resources

Funding Preparation Checklist

Before You Apply

Comprehensive pitch deck (10-12 slides)
Financial projections and unit economics
Product demo or prototype
Market research and competitive analysis
Team backgrounds and advisory board
Intellectual property documentation
Customer testimonials or letters of intent
Legal structure and cap table

Wealthtech-Specific Tips

Market Size: Clearly articulate the wealthtech market opportunity and your addressable market size.
Technical Depth: Demonstrate deep understanding of wealthtechchallenges and your technical solution.
Traction Metrics: Show relevant KPIs for wealthtech startups, such as user adoption or revenue growth.

Frequently Asked Questions

How competitive is funding for Wealthtech startups?

Wealthtech startup funding is moderately competitive, with 19 active VC funds and 9 accelerator programs globally. The average check size is $4.2M, requiring strong differentiation and traction.

What do Wealthtech investors look for?

Wealthtech investors typically prioritize strong technical team with domain expertise and clear market validation and traction metrics, along with strong technical teams and clear market validation. Domain expertise in wealthtechis often crucial for gaining investor confidence.

Should I apply to multiple funding sources simultaneously?

Yes! Most successful Wealthtech startups apply to multiple funding sources. Start with free resources to reduce costs, apply to relevant accelerators for mentorship and initial funding, then approach VCs for larger rounds. Having multiple options creates leverage in negotiations.

Related Resources

Other Industries

Who Funds Artificial Intelligence? →Who Funds Machine Learning? →Who Funds Deep Tech? →

More Resources

Startup Funding Guides →Pitch Deck Templates →Complete Investor Database →

Last updated: 8/18/2025 | Data aggregated from VC databases, accelerator programs, and startup resources |About our methodology