WealthTech

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.

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

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

• Wealth management platform
• Financial planning software
• Investment advisory services
• Portfolio management technology
• Wealthtech solutions

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Markets served

GTM type

B2C

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. 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

Core 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.

Segments1 record

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• InvestCloudcoreStrategic or Co-development Partner · 12 March 2026The 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

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks5 records

Customer concentration

• Xtwitter.com/moneylion
• YouTubeyoutube.com/moneylion
• Facebookfacebook.com/moneylion
• LinkedInlinkedin.com/company/moneylion
• Instagraminstagram.com/moneylioninc

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries3 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about WealthTech