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All investor lists > Wealthtech
Browse OpenVC's list of investors funding wealthtech startups, including platforms for investing, financial planning, asset management, and next-gen wealth services. Find the right partners for seed, pre-seed, and early-stage capital.
Last update: June 14, 2026
List author: Lucas Roquilly
Shortlist investors, submit pitch decks, and get replies
Use code "OpenVC". Conditions apply.
Most venture capitalists say they invest in fintech. Fewer actually write checks to startups building wealthtech solutions. If your product touches retail investing, alternative assets, or financial advisory infrastructure, your fundraising path is very different from a standard SaaS company. The regulatory bar is higher. The risk perception is real.
Wealthtech requires deep trust, complex integrations, and a clear understanding of financial compliance. A generic pitch about disrupting finance will not work here. You need to target investors who understand the difference between a robo-advisor and a core banking integration.
This guide breaks down what serious wealthtech VCs actually look for, which funds move at your stage, and how to structure a pitch deck that earns attention. If you are raising capital, OpenVC can help you cut the guesswork and connect with aligned investors faster.
If you think wealthtech is just another vertical, think bigger. It cuts through B2B infrastructure, artificial intelligence, retail investing, and asset management. The market has shifted significantly over the last few years. Following a dip in general fintech funding, the 2026 landscape is bouncing back with a much sharper focus.
Startups with basic consumer trading apps face an uphill battle. Customer acquisition costs are astronomical, and the market is saturated. Instead, the focus has shifted toward B2B wealthtech, AI-driven advisory tools, and platforms democratizing access to private markets. The great wealth transfer is also forcing traditional wealth managers to upgrade their legacy systems, creating massive opportunities for B2B startups.
The big lesson for founders is to stop spamming random investors. Most generalist funds will nod politely and pass on your deal because they do not understand the regulatory hurdles. Target the teams who know the space. OpenVC lets you filter investors by sector focus, check size, and geography so you are not wasting intros on the wrong crowd.
Stop guessing what matters to investors. Here is what serious wealthtech VC firms care about when evaluating a deal:
Regulatory and compliance roadmap. You cannot treat compliance as an afterthought. Investors want to know you understand the regulatory environment you operate in. If you need specific licenses to operate, call it out and explain your timeline for getting them.
Distribution advantage. Building a great wealthtech product is only 10% of the battle. Getting it into the hands of users is the hard part. VCs want to see a clear, cost-effective go-to-market strategy. B2B2C models and strategic partnerships are highly favored over burning millions on Facebook ads for direct-to-consumer user acquisition.
Unit economics and retention. Wealthtech investors are obsessed with Lifetime Value (LTV) and Customer Acquisition Cost (CAC). They want to see that once you acquire a customer, you can keep them engaged and monetize them effectively over time.
Security and trust. You are handling people's money. "Move fast and break things" does not apply here. You have to show investors that your infrastructure is secure and that you have de-risked the technical execution.
These are some of the most active and well-known funds backing real wealthtech solutions:
A major player in the fintech and wealthtech space. They have a diversified portfolio and deep sector expertise, focusing on businesses that reinvigorate finance.
A private investment firm focused entirely on financial technology. They back wealthtech leaders and infrastructure plays, often bringing significant operational expertise to their portfolio companies.
A highly active early-stage fund based in Europe. Their dedicated fintech team has a strong track record of backing innovative wealthtech and embedded finance startups.
A premier VC in the fintech space. Founded by serial entrepreneurs, they focus heavily on data-driven financial businesses and have a massive footprint in the wealthtech ecosystem.
A specialist venture capital firm backing B2B fintech and enterprise software companies. If you are building infrastructure for financial institutions or wealth managers, they are a key target.
There are hundreds more across the globe, but these firms actually do the work to understand the nuances of the industry.
You cannot pitch a highly regulated financial product the same way you pitch a consumer social app. Wealthtech investors expect more rigor and less hand-waving. Make sure you nail these slides:
Problem Slide: Frame the exact inefficiency you are solving. Be clear about the stakes, the target audience, and the current friction. Numbers and specific pain points beat vague adjectives.
Solution Slide: How exactly does your tech work? Does it integrate with existing financial plumbing like Plaid or major custodians? Be brutally honest about what is built and what is on the roadmap.
Go-to-Market Slide: Detail exactly how you will acquire customers. If you are B2B, show your pipeline. If you are B2B2C, explain your channel partnerships. This slide makes or breaks wealthtech pitches.
The untold truth of fundraising is that most investors are generalists chasing trends. You need to filter hard by sector focus, stage, geography, and check size to find the people who actually write checks in your space.
OpenVC does the heavy lifting for you. We provide a database of verified investors with specific wealthtech focus tags. You can filter by stage, from pre-seed angels to late-stage growth funds, and see firm check sizes before you pitch.
Instead of bouncing between spreadsheets and generic CRMs, you can add these investors to your OpenVC Fundraising CRM, share your deck with unique trackable links, and monitor exactly which slides investors read. It keeps your raise organized from the first outreach to the final close.
Wealthtech rarely exists in a vacuum. If you are raising capital for a wealthtech startup, you should also check these adjacent investor lists:
Do not stay stuck in one lane. Plenty of enterprise software and artificial intelligence funds are actively looking for financial use cases.
Not always, but you need a plan. Pre-seed investors will often fund the legal and compliance work required to get licensed. However, you must demonstrate a clear understanding of the regulatory roadmap, the costs involved, and the timeline to launch.
Angel investors in wealthtech are usually former founders or executives from major financial institutions. You can use OpenVC to filter for solo angels and angel groups who have specifically tagged wealthtech and fintech as their investment interests.
Yes, 90% of our features are free for founders. You get unlimited investor search, unlimited deck sharing, and unlimited CRM access to manage your pipeline. We offer a premium tier for founders who want advanced filters and increased outreach limits.
You are building products that change how people manage and grow their wealth. Fundraising should not be a roadblock.
If you want to skip the spreadsheet graveyard and pitch wealthtech investors who actually understand your business model, OpenVC is your unfair advantage. Create your free OpenVC account now and start building your targeted investor list today.
Save investors, manage outreach, and run your fundraising in one platform.
OpenVC is a free startup fundraising platform that helps founders find the right investors and manage their entire raise. Search 20,000+ verified investors, including venture capitalists, angel investors, family offices, accelerators, and more. Build your target list, send your pitch deck, and track your pipeline all in one place.
Founders raise with OpenVC because it is designed to cut through the noise and get founders in front of the right investors, fast. With built-in tools for CRM, analytics, and warm intros, it helps you stay organized and improve your chances of getting a reply.
OpenVC is for early-stage startup founders who want to raise capital efficiently. Find investors from dozens of industries including SaaS, AI, fintech, biotech, and more. Whether you’re pre-seed, seed, or Series A, OpenVC helps you find and pitch aligned investors without paying intro fees, aimlessly cold-emailing, or scraping databases.
To start pitching investors on OpenVC, create a free account and submit your pitch deck directly through our startup funding platform. Investors receive a unique link to view your deck, and you get analytics on who opens it and how long they spend on it. No cold emails, no guesswork. For more info, check out our complete guide to fundraising on OpenVC.
Absolutely, OpenVC is designed for early-stage fundraising. You’ll find thousands of angel investors, pre-seed VCs, accelerators, incubators, and family offices who are actively backing startups across sectors and geographies. Use OpenVC’s filters to narrow your search and find the right investors for your startup.
Some examples of startups that successfully secured funding through OpenVC include Mobly (2.5M seed), Paxum ($1.2M seed), and Laennec AI ($400k pre-seed). OpenVC startups have gone on to raise more than $1 billion from top venture capital firms like YC, Sequoia, Google Ventures, and M12.
OpenVC was created by Stephane Nasser and Lucas Roquilly—two founders building tools to make startup fundraising more transparent and accessible. We launched OpenVC to help founders find investors, get replies, and raise smarter. The platform is bootstrapped, community-driven, and built with a lot of heart.
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