WealthTech
WealthTech is a New York-based private financial technology firm founded in 2016 that provides AI-enabled technology solutions for wealth management firms, currently expanding into UK, Ireland, and Middle East markets.
- Company typePrivate
- Founded2013
- HeadquartersNew York, United States
- Headcount1–10
- GTM typeB2C
- OfferingSoftware
What WealthTech does
WealthTech is a privately held, New York-based financial technology company founded in 2016 that provides technology solutions for the wealth management industry. With a team of 1-10 employees, the firm is positioned as a B2B wealthtech provider targeting wealth management firms rather than end consumers, and is explicitly leveraging AI capabilities as a point of differentiation in the wake of recent market volatility that has accelerated digital transformation spend across the sector. The company appears to operate on a subscription or recurring revenue model typical of enterprise wealthtech SaaS, though pricing and product specifics are not publicly disclosed.
The company is currently executing a cross-border expansion into the United Kingdom, Ireland, and the Middle East, anchored by senior hires sourced from InvestCloud — a recognized incumbent in wealth management technology. This talent import suggests the firm is prioritizing portable domain expertise and likely existing client relationships to seed its international go-to-market. Core technology architecture, proprietary features, and product roadmap are not disclosed in available source data, and the firm does not list named customers, third-party integrations, certifications, or intellectual property assets. The current source coverage is thin: no investor roster beyond NFP Ventures, no funding total, no management team bios, and no disclosed revenue, which materially constrains traditional investment diligence.
WealthTech firmographics
Firmographics- Name
- WealthTech
- Legal name
- MoneyLion Technologies Inc.
- Website
- https://wealthtech.com
- Company type
- Private
- Founded year
- 2013
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- WealthTech is a New York-based private financial technology firm founded in 2016 that provides AI-enabled technology solutions for wealth management firms, currently expanding into UK, Ireland, and Middle East markets.
- Ownership category
- akta.pro rank
WealthTech industry classification
Industry- Product category
- Wealth Management Platform
- NAICS
- Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910), Funds, Trusts, and Other Financial Vehicles (525)
- SIC
- Security Brokers, Dealers & Flotation Companies (6211), Finance Services (6199), Investment Advice (6282)
- akta.pro primary industry
- Full-Service Retail Brokerage & Wealth Platforms (FSAAAAAA)
- akta.pro secondary industries
- Digital Brokerage & Self-Directed Investing Platforms (FSAGAEAC), High-Net-Worth & Private Wealth Digital Platforms (Digital Private Banking) (FSAGAEAI)
Keywords
Where WealthTech is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Markets served
WealthTech business model
Business model- GTM type
- B2C
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Wealth management technology services: As a wealthtech firm, the company likely generates revenue through technology solutions for wealth management, though specific revenue model details are not disclosed in available sources.
Go-to-market motion1 record
WealthTech product offering
Product offeringCore offering
WealthTech operates a financial planning and wealth management platform offering managed investment portfolios, self-directed active investing in stocks and ETFs, and a premium membership subscription (WOW Membership) with zero-commission trading. Investment advisory services are delivered through its subsidiary ML Wealth LLC, while a marketplace lending arm operates under Engine by MoneyLion. The platform is mobile-first and includes an AI-powered financial guidance layer.
Product overview
MoneyLion is a financial technology platform offering a unified suite of financial products. The core investment offerings consist of Managed Investing (professionally managed portfolios with no management or trading fees, charged via a flat monthly account fee of $1-$51) and Active Investing (self-directed trading available to WOW members with zero commission fees). The WOW Membership serves as a premium tier that waives fees and unlocks active trading capabilities. The platform also provides complementary financial services including loans, credit building, savings accounts, and budgeting tools through the same ecosystem.
Differentiator
Problem solved
Functional benefit
Brands
- Engine by MoneyLion: Marketplace services for loans and financial products, operated by ML Enterprise Inc.
- MoneyLion WOW Membership
- MoneyLion Managed Investing
- MoneyLion Active Investing
- MoneyLion AI
Products and services
- Managed Investing A personalized investment account where professional advisors handle investment decisions on behalf of users, with portfolios designed based on individual risk levels and time horizons. Offered to individual retail investors seeking a hands-off approach to building long-term wealth.
- Active Investing A self-directed investment account allowing users to buy and sell stocks and ETFs with zero commission fees, available to WOW members. Targeted at retail investors who want to manage their own trades across 700+ stocks and ETFs.
- MoneyLion WOW Membership Premium membership program offering waived account fees, access to Active Investing, zero commission trading on 700+ stocks and ETFs, and exclusive offers. Priced at $9.99/month, $54.90 for six months, or $99.99 annually.
Companies that use WealthTech
Customer profileSegments1 record
Ideal customer profiles2 records
WealthTech technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
WealthTech partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- InvestCloudcoreThe company hired a former InvestCloud employee to lead UK, Ireland and Middle East expansion. InvestCloud is a prominent wealth management technology provider, suggesting the hire brings relevant domain expertise and potentially existing client relationships in the wealthtech space.
Scale indicators2 records
Recent moves4 records
Expansion highlights4 records
WealthTech competitors and assessment
Company assessmentMarket position
Strengths4 records
Weaknesses4 records
Competitive moat2 records
Key risks5 records
Customer concentration
WealthTech social profiles
Digital presenceWealthTech financial estimates
Financial estimateRevenue estimate
Valuation estimate
WealthTech leadership team
Management profileNumber of profiles
WealthTech subsidiaries and ownership
Company hierarchySubsidiaries3 records
WealthTech funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
WealthTech M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about WealthTech
What does WealthTech do?
WealthTech operates a financial planning and wealth management platform offering managed investment portfolios, self-directed active investing in stocks and ETFs, and a premium membership subscription (WOW Membership) with zero-commission trading. Investment advisory services are delivered through its subsidiary ML Wealth LLC, while a marketplace lending arm operates under Engine by MoneyLion. The platform is mobile-first and includes an AI-powered financial guidance layer.
Is WealthTech a public or private company?
WealthTech is a private company. It is classified as unknown and is currently operating.
When was WealthTech founded?
WealthTech was founded in 2013. It employs 1 to 10 people.
Where is WealthTech based?
WealthTech is headquartered in New York, United States, in the North America region.
How does WealthTech make money?
One revenue line is on record: wealth management technology services.
Does WealthTech have an API?
No public API is recorded for WealthTech.
What industry is WealthTech in?
WealthTech's product category is Wealth Management Platform. Its primary akta.pro industry code is FSAAAAAA, Full-Service Retail Brokerage & Wealth Platforms, with a secondary code of FSAGAEAC, Digital Brokerage & Self-Directed Investing Platforms. Its NAICS code is 523940 and its SIC code is 6211.