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Wealth.com Named to the 2025 CB Insights’ List of the 100 Most Promising Fintech Startups

CB Insights today named Wealth.com to its eight annual Fintech 100, showcasing the 100 most promising private fintech companies in the world. 

NEW YORK, October 23, 2025 – CB Insights today named Wealth.com to its eight annual Fintech 100, showcasing the 100 most promising private fintech companies in the world. 

“This year’s Fintech 100 showcases a new generation of companies turning AI, automation, and digital assets into the backbone of financial infrastructure,” said Laura Kennedy, Principal Analyst at CB Insights. “This year’s winners are building the infrastructure that will share the future of financial services.”

The list features early- and mid-stage startups driving the evolution of fintech. Utilizing the CB Insights Strategy Terminal, the 100 winners were selected based on several factors, including CB Insights datasets on deal activity, industry partnerships, investor strength, hiring momentum, and private company signals such as Commercial Maturity and Mosaic Scores. CB Insights also reviewed Analyst Briefings submitted directly by startus and leveraged Scouting Reports, powered by CB Insights’ Team of Agents. 

Quick facts on the 2025 Fintech 100: 

  • The 100 winners include 20 companies across digital assets solutions, 16 in financial operations and HR, 14 payment companies, and 13 in wealth management. 
  • 60+ companies on the list deploy AI in their solutions, and AI agents in particular are moving from workflows to financial infrastructure.
  • $5.6B in equity funding raised over time, including more than $2B in 2025 so far (as of 10/22/2025). 
  • 60 companies from outside the United States, across 26 countries on 6 continents. 
  • 640+ business relationships since 2021, including with industry leaders like Mastercard, Visa, Worldpay, Coinbase, and Circle. 

Fintech 100 - CB Insights 2025

About CB Insights
CB Insights is the leader in predictive intelligence on private companies. It delivers instant insights that help you source and analyze private companies, focus on the right markets, and stay ahead of competitors. Our AI agents are powerful because they translate signals into the exact outputs your teams need to move first – defensible, sourced, and board-ready. To learn more, please visit www.cbinsights.com

Contact: [email protected]

About Wealth.com
Wealth.com is the industry’s leading estate planning platform, empowering 1,000+ wealth management firms to modernize the delivery of estate planning guidance to their clients. As the only tech-led, end-to-end estate planning platform built specifically for financial institutions, Wealth.com helps drive scale and efficiency, meeting client needs across the wealth spectrum.

The company has been widely recognized for innovation and leadership, including winning Best Estate Planning Technology and Best Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, being named the 2024 Best Technology Provider in the Trust category, CEO Rafael Loureiro receiving the Advisor Choice Award for Technology Providers: CEO of the Year, and as the #1 estate planning platform in the 2025 Kitces Advisor Technology Survey.

Contact: [email protected]


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