Revolutionizing Wealth Management: Innovative NY-Based Startups Transforming Investment Landscape

January 29, 2024

The birth of the FinTech industry has revolutionized the way we manage our finances, making wealth management accessible to anyone with a smartphone. Within this industry, New York has proven to be a hotspot for startups aiming to provide customers with an easy and effective way to manage their wealth. The following companies, all of which were established in 2020 or later, are leading the pack in providing innovative wealth management solutions in the heart of the United States.

The fast-paced world of startups can be grueling in the best of times, but these companies have not only weathered the challenges of starting a business but have also brought unique and necessary solutions to problems in financial technology. With their headquarters rooted in the center of the world’s financial hub, these startups are paving the way for advancements in investing, saving, and wealth growth.

In the past two years, we have seen the birth of several fintech startups in the City That Never Sleeps. Among those startups are the following companies changing the future of wealth management. These companies leverage technological developments and innovative solutions to offer unique services ranging from estate administration to impact investing, risk management, and beyond.


Founded by Leah Del Percio and Tara Faquir, Trustate is a startup that lends a helping hand during some of the most emotionally challenging times. This estate administration platform combines technology and a personal touch to help lawyers and wealth managers assist their clients in settling the estate of a deceased loved one. Connect with Trustate on Twitter, Facebook, and LinkedIn.

FLIT Invest

FLIT Invest makes investing more personal by letting users align investments with their values. Founders Alejandro Fritz, Richard Papp, and Serena Fleischman have designed an automated impact investing app where users can choose the causes they prefer and avoid the industries they disapprove of. FLIT Invest promises financial returns alongside a measurable environmental and social impact. Check out FLIT Invest on Twitter, Facebook, and LinkedIn.

Sano Investment Management

Offering a comprehensive range of investment services and guidance, Sano Investment Management supports clients in achieving their financial goals, considering all aspects including wealth management, risk management, investment horizon, liquidity, estate planning, tax planning, insurance, and trust services. Keep up with Sano Investment Management on LinkedIn.

Wealth Our Way

As a social enterprise committed to bridging America’s racial wealth divide, Wealth Our Way works towards providing equal financial opportunities to all individuals. This startup is focused on encouraging financial literacy and promoting personal financial excellence by providing education and facilitation. Follow their journey on Twitter, Facebook, and LinkedIn.

Bancnotes Wealth Management

Founded by Faradjine Laurore, Bancnotes Wealth Management is focused on mitigating the growing racial wealth gap. The company offers wealth planning and small business advisory services, and operates a subscription-based members-only investment club. Follow Bancnotes on Twitter, Facebook, and LinkedIn.


Foudned by Mart Vos, Eko is on a mission to make digital investing accessible to everyone. The startup offers a white-label product, ‘Investments as a Service’, that enables financial institutions to offer digital investment solutions to their customers. Stay updated with Eko through its LinkedIn page.


Meanwhile, Vyzer, the brainchild of founders Guy Gamzu, Litan Yahav, and Tomer Salvi, is making strides in the realm of real estate investment. Follow Vyzer on Twitter, Facebook, and LinkedIn.

Savvy Wealth

As a technology-driven wealth management firm, Savvy Wealth emphasises building software for clients and advisors to make wealth management more efficient. Founded in 2021, Savvy Wealth is already making a strong impression. Learn more about them on their LinkedIn page.


Enzo, founded by Jeremy Shoykhet, is a financial technology company that caters to spending and wealth optimization. Follow Enzo on Facebook, and LinkedIn.

Capital Elements

Capital Elements focuses on providing financial services and risk management support. You can keep in touch with Capital Elements via Facebook, and LinkedIn.

Fusion Acquisition Corp. II

Last but not least, Fusion Acquisition Corp. II, formed by John James, is a blank-check company seeking to identify acquisition opportunities in the fintech, asset, and wealth management sectors. Follow their progress on Twitter, and LinkedIn.

In conclusion, these startups are a testament to the innovative strides being made in the realm of wealth management, showcasing the resilience and forward-thinking nature of today’s entrepreneurs. Paying attention to these companies now could provide a glimpse into the future landscape of financial technology.

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