Wealth Management Technology IPOs
5 wealth management technology companies tracking toward an IPO in 2026.
Addepar
Addepar is a wealth management technology platform that provides portfolio analytics, reporting, and data aggregation for financial advisors and family offices. The platform manages data for over $7 trillion in tracked assets. Addepar is valued at around $3.5 billion and serves some of the largest wealth management firms.
Carson Group
Carson Group is a financial services company that provides wealth management, coaching, and business consulting services to financial advisors and their clients. The company operates both as a registered investment advisor and as a business coaching platform for independent financial advisors. Investors are interested in Carson Group due to its dual model of direct wealth management and advisor support services in the growing independent advisor market.
Farther
Farther provides wealth management and financial planning services targeted at high-net-worth millennials and younger affluent clients. The platform combines technology with human advisors to deliver personalized investment management and financial planning. Investors are interested in Farther's approach to serving the next generation of wealthy clients in the growing digital wealth management space.
Personal Capital
Personal Capital was a financial technology company that provided wealth management services and financial planning tools, combining robo-advisory services with human financial advisors. The platform offered portfolio tracking, investment management, and comprehensive financial planning for affluent investors. Personal Capital was acquired by Empower Retirement in 2020 for $1 billion.
Vise
Vise is an artificial intelligence-powered investment management platform that helps financial advisors create and manage personalized portfolios for their clients. The company uses AI technology to automate portfolio construction, rebalancing, and investment research. Investors are interested in Vise due to its innovative approach to democratizing sophisticated investment management tools and the growing adoption of AI in financial services.
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