AI-native financial services firms
11 firms
11 companies that sell the finished work in this category instead of selling software to the incumbents.
Based in New York, US. 1 with a funding round we could source. Missing one? Submit it.
- Region not statedArcaAI-native wealth management firm (RIA).→
- Region not statedDecadeAI-native wealth advisory firm for Brazilian savers.→
- Region not statedEmbankmentAI-native daily fund operations.→
- Region not statedFormularyAI-native fund administrator for PE and VC funds.→
- Region not statedHanover ParkAI-native fund administration, portfolio intelligence, and LP relations.→
- Region not statedMasoukenAI-native M&A matching and services.→
- Region not statedOffDealAI-native investment bank helping small business owners sell.→
- Region not statedRiploRiplo is AI-native deal advisory for PE funds.→
- Region not statedSavvyAI-native wealth management workforce for high-net-worth families.→
- Region not statedSolveaAI-native commercial due diligence service.→
- New York, USElio MortgageLicensed mortgage brokerage run on an agentic origination platform; acquired Hightide Mortgage.Funded →
Other trades
- 80 firmsAI-native law firms→
- 25 firmsAI-native accounting & tax firms→
- 13 firmsAI-native insurance brokers & carriers→
- 9 firmsAI-native healthcare services→
- 7 firmsAI-native recruiting & HR firms→
- 6 firmsAI-native BPO & back-office firms→
- 5 firmsAI-native consulting & IT services firms→
- 5 firmsAI-native procurement & logistics firms→
- 4 firmsAI-native architecture & real estate firms→
- 3 firmsAI-native industrial companies→
- 2 firmsAI-native marketing agencies→