GeoWealth Funding, Investors & Competitors

Founded in 2012, Coinbase is the leading cryptocurrency exchange platform in the United States. The company intends to be the safe and regulation-compliant point of entry for retail investors and institutions into the cryptocurrency economy. Users can establish an account directly with the firm, instead of using an intermediary, and many choose to allow Coinbase to act as a custodian for their cryptocurrency, giving the company breadth beyond that of a traditional financial exchange. While the company still generates the majority of its revenue from transaction fees charged to its retail customers, Coinbase uses internal investment and acquisitions to expand into adjacent businesses, such as prime brokerage and data analytics.

XP Inc. is Brazil's leading technology-driven financial services platform and the country's largest independent brokerage firm. Founded in 2001 as an independent investment agency, XP has evolved into a massive, integrated financial ecosystem that challenges traditional legacy banks by providing low-fee financial products through an open-architecture platform.

Webull Corp is a digital investment platform built upon a next-generation globally infrastructure services. It strives to be the platform of choice for a new generation of investors by creating an efficient, low-cost, and easy-to-use investment platform. The company distinguishes itself from other investment service providers by offering a mobile-first user experience, a broad range of investment products, and extensive functionality constructed to help its customers build wealth over time. The company arms each customer with the tools it needs to develop into what it refers to as an informed investor - one who understands the market and has the confidence to succeed as an investor. The Webull platform originally provided users with free access to market data and analytical tools.

StashAway is a Singapore-headquartered digital wealth manager using its proprietary ERAA framework for risk-managed portfolios across stocks, bonds, and alternatives. Available in Singapore, Malaysia, and Hong Kong since 2016, it serves retail investors with automated rebalancing to adapt to economic regimes. The platform manages multi-asset strategies including ESG funds and fixed-income products.

iFAST Corp Ltd is an investment holding company. It is engaged in the development of software, marketing of unit trusts, exchange-traded funds, listed stocks, debt securities, and Singapore government securities through websites and acting as an investment advisor, dealer, and custodian in the securities. The company operates through geographic segments are Singapore, Hong Kong, Malaysia, United Kingdom, and China. The Singapore region generates maximum revenue for the company. iFAST receives revenue in the form of commissions and fees.

Scalable Capital is a Munich-headquartered neobroker offering commission-free ETF trading and robo-advisory for retail investors across Germany. Founded in 2014, the platform manages 5 billion euros in assets with automated portfolios and prime brokerage for institutions. Scalable Capital partners with BlackRock for index funds and operates via Gettex exchange connectivity.

Bravura Solutions Ltd is engaged in the development, licensing and maintenance of specialized administration and management software applications as well as the provision of professional consulting services. It has two operating segments: Wealth Management and Funds Administration. The company generates maximum revenue from the Wealth Management segment. Wealth Management segment platforms provide end-to-end processing to support all back-office functions relating to the daily management of superannuation, pensions, life insurance, investment, private wealth and portfolio administration. Geographically, it derives a majority of revenue from Australia and also has a presence in the UK, New Zealand, and Other Countries.

Farther is a New York-headquartered wealth management firm founded in 2019 that integrates financial advisors with proprietary technology platforms. It serves high-net-worth professionals through holistic services covering investments, tax strategies, and estate planning. Advisors leverage analytics tools for customized recommendations, backed by investments from Sequoia Capital and other prominent venture firms. Farther operates nationwide with a focus on efficiency and personalized elite experiences for complex financial needs.

Touzhijia.com is a Shanghai-based online wealth management platform offering P2P lending and investment services. Users access fixed-income products, insurance-linked plans, and private equity opportunities through its app and website. The platform emphasizes risk assessment tools and regulatory compliance to connect individual investors with borrowing enterprises across China.

TIFIN is a holding company that builds and operates fintech firms focused on wealth management, investment advisory, and personal finance. Its portfolio includes TIFIN Invest, which delivers AI-driven model portfolios for financial advisors, TIFIN Wealth for client engagement platforms, and TIFIN Growth for lead generation tools. Headquartered in Austin, Texas, TIFIN partners with firms like BlackRock, WisdomTree, and Envestnet to enhance investor experiences through data analytics and machine learning. The company launched in 2020 with backing from Bain Capital Ventures and has expanded to serve over 100 wealth management organizations across the United States.

Albert is a U.S. fintech company, launched in 2016, that provides a mobile app combining automated savings, budgeting, investing, and access to human financial experts for personalized advice. Additional features include Instant, which offers paycheck advances, aimed at improving the financial wellness of middle-income Americans living paycheck to paycheck. The app has grown to millions of registered users, who have collectively saved hundreds of millions of dollars since its launch.

Moneyfarm is a digital wealth manager operating in the UK and Italy, offering managed ISA portfolios, pensions, and DIY investment accounts. Edinburgh-headquartered since 2012, it oversees £1.5 billion for 90,000 clients using BlackRock funds with strategic asset allocation. The platform features low fees at 0.25-0.75% and complies with FCA and CONSOB regulations. Moneyfarm provides tax wrappers like SIPPs and Junior ISAs, with tools for ESG-focused investing.

Syfe is a Singapore-headquartered digital wealth management platform licensed for fund management, advisory, and brokerage in Singapore, Hong Kong, and Australia. It offers managed ETF portfolios, cash management accounts, and self-directed trading through its neo-brokerage. Syfe provides risk-based investment strategies tracking MSCI World Index and Singapore Savings Bonds equivalents. The platform integrates with local banks for seamless transfers.

Finatext Holdings Ltd is engaged in providing cloud native infrastructure for wealthmanagement/insurance providers, and support data analysis development.

PensionBee Group PLC is engaged in the provision of direct-to-consumer online pensions. The company helps its customers combine their old pension pots, make flexible contributions, invest in line with their goals and values, and make withdrawals after attaining a certain age. It offers a range of investment plans, including fossil fuel-free and impact investing options, from various asset managers. The firm generates a vast majority of its revenue in the form of fees it charges for fund administration. These fees are earned for administering the customer pension schemes and are charged based on a fixed percentage of the value of a customer’s assets held by the pension scheme. It operates in a single geographical location, the United Kingdom.

Facet is a Washington D.C.-headquartered financial technology firm that connects clients with certified financial planners for holistic wealth management. The platform offers subscription-based access to CFPs who address investments, retirement, taxes, estate planning, and insurance needs. Facet serves over 20,000 clients with flat-fee models starting at $2,100 annually, eliminating asset-based fees. Founded in 2016 as Facet Wealth, the company partners with firms like Boldin for retirement tools and operates nationwide through virtual planning sessions.