When was DT Socialize founded?

DT Socialize was founded in 2022.

Where is DT Socialize located?

DT Socialize is headquartered in London, United Kingdom. It is registered at 55 STATION ROAD,BEACONSFIELD,ENGLAND,HP9 1QL.

Is DT Socialize a funded company?

DT Socialize is a funded company, having raised a total of $***** in its 1st and only funding round.

Where does DT Socialize rank among its competitors?

DT Socialize ranks 401st amongst 679 active competitors, of which 104 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was FNZ, which secured $650M in Nov, 2025.

Who are the top competitors of DT Socialize?

DT Socialize's top competitors include Addepar, KFin Technologies and FNZ. Among them, FNZ secured the most recent funding round in November, 2025.

DT Socialize - 2026 Company Profile & Competitors

Company Details

Wealth management software for businesses. Provides integrated asset management and financial software to brokers and personal wealth managers through white-labeling. Enables investing in crypto trading through trust, wallet services, and special alternative impact investment opportunities.

Website: dtsh.io
Social
Phone Number: +44 **********
Registered Address: 55 STATION ROAD,BEACONSFIELD,ENGLAND,HP9 1QL

Key Metrics

Founded Year

2022

Location

London, United Kingdom

Stage

Unfunded

Ranked

401^st among 679 active competitors

Similar Companies

Addepar & 740 more

View DT Socialize's full profile

DT Socialize is associated with 1 legal entity given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Documents
DTSOCIALIZE HOLDING PLC CIN: 12858595 , United Kingdom, Active	Sep 03, 2020	$15.5M (As on Dec 31, 2022)	31 (As on Dec 31, 2023)

DT Socialize has not raised any funding rounds yet.

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Top competitors of DT Socialize include Addepar, KFin Technologies and FNZ. Here is the list of Top 10 competitors of DT Socialize, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Addepar 2009, Mountain View (United States), Series G	Wealth management solutions for advisors	$759M	WestCap, Valor Equity Partners & 57 others	78/100
2nd	KFin Technologies 2017, Hyderabad (India), Public	App-based platform for investments in mutual funds	$42.1M	Compar Estates and Agencies, Kotak Mahindra Bank ... & 11 others	76/100
3rd	FNZ 2003, London (United Kingdom), Acquired	Wealth management solutions for asset managers	$2.55B	Temasek, CPP Investments & 12 others	74/100
4th	SEI 1968, Oaks (United States), Public	Wealth and investment management solutions for institutional investors	-	Credit Suisse, Capitala Group	72/100
5th	Broadridge 2007, Nassau (United States), Public	Provider of tech solution for financial service and customer communication	-	Back Bay Group, Hg & 2 others	72/100
6th	Altruist 2018, Culver City (United States), Series F	Portfolio management software for financial advisors	$602M	Insight Partners, Venrock & 16 others	71/100
7th	Avaloq 1985, Zurich (Switzerland), Acquired	Cloud-based solutions for financial institutions	$301M	BlackRock, Warburg Pincus & 2 others	70/100
8th	Centricity 2022, Gurugram (India), Seed	Digital private wealth management platform for individuals	$24M	Burman Family Holdings, Play Holdings & 34 others	68/100
9th	ZILO 2020, London (United Kingdom), Series A	Software-enabled transfer agency system	$58.7M	Portage, Fidelity International Strategic Ventures ... & 4 others	65/100
10th	AdvisorEngine 2014, New York City (United States), Acquired	Wealth management software platform empowering financial advisors with technology and services	$60.1M	WisdomTree, Kirenaga Partners	64/100
401st	DT Socialize 2022, London (United Kingdom), Unfunded	Wealth management software for businesses	-	-	23/100