Wealth Management startups in San Francisco Bay Area

Powder

Redwood City

Powder builds AI agents that help financial advisors work faster, smarter, and with greater precision. Serving wealth managers handling billions in assets, Powder operates at the intersection of wealth management and AI, backed by top-tier

Halfmore

Palo Alto

The company offers a platform that enables parents to hire their children as IRS-compliant household employees, streamlining legal, payroll, and tax administration, and enabling custodial Roth IRA contributions, thereby democratizing access

Prelude AI

San Francisco

The company is building an AI-native platform that makes financial advisors more effective, transforming wealth management by advancing advisory capabilities with advanced technology. Backed by a world-class founding team from top fintech a

GoodFin

San Francisco

GoodFin is a seed-stage startup unlocking private wealth and markets with AI-native, human-driven platforms for hyperpersonalized, automated investments in alternative assets, targeting the next generation amid the largest intergenerational