Wealth Management startup ecosystem
We track 3 organisations in this sector across 3+ countries.
Showing 3 of 3 Wealth Management
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Dreamplan
Dreamplan is a Copenhagen-based digital financial planning platform, legally Dreamplan.io ApS, that gives consumers independent advice on pensions, investments, insurance, and home financing to help them find hidden savings in their finances. Users get a personalised financial overview and recommendations digitally, with the option to book 1:1 sessions with human financial advisors for complex situations such as home purchases or inheritance. The company is registered with the Danish Financial Supervisory Authority (Finanstilsynet) and also builds advisory software for independent financial advisers and banks under the brand Wizflow.
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Eli Enoch
Executive at TBC Wealth Management, part of TBC Bank, focused on wealth and asset management services. He is an announced speaker at FUTURUM Payments Georgia 2026 in Tbilisi.
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Finch Capital
Finch Capital is an Amsterdam-based venture capital firm founded in 2013, specialising in early-stage investments in European fintech, insurtech, and financial infrastructure. The firm manages approximately $400 million across three funds, with its third European fund targeting €150 million. Finch has invested in 51 companies across the UK, Netherlands, and wider Europe, focusing on seed and Series A rounds in companies applying technology to financial services including payments, lending, insurance, and wealth management. Notable portfolio companies include BUX (European retail investing), with the firm also backing Grab in Asia, and exits including 12 acquisitions from its portfolio.
