When was SageWealth founded?

SageWealth was founded in 2020 and raised its 1st funding round 2 years after it was founded.

Where is SageWealth located?

SageWealth is headquartered in Potsdam, Germany.

Which legal entities is SageWealth associated with?

SageWealth is associated with Sagefund Digital Wealth Management GmbH and 1 other.

How many employees does SageWealth have?

As of Mar 01, 2026, the latest employee count at SageWealth is 10 - 49.

Is SageWealth a funded company?

SageWealth is a funded company, having raised a total of $497K across 2 funding rounds to date. The company's 1st funding round was a $***** Seed round, raised on Mar 2022.

When was the latest funding round of SageWealth?

SageWealth's latest funding was a $***** Seed round on Aug 24, 2022, with participation from 4 investors.

Where does SageWealth rank among its competitors?

SageWealth ranks 77th amongst 261 active competitors, of which 19 are funded. It stands 6th in terms of total funding among its competitors. The most recent competitor to raise funding was Nevis Wealth Technology, which secured $35M in Dec, 2025.

Who are the top competitors of SageWealth?

SageWealth's top competitors include Iress, Link Group and RightCapital. Among them, Nevis Wealth Technology secured the most recent funding round in December, 2025.

SageWealth - 2026 Company Profile, Funding, Competitors & Financials

SageWealth is a seed company based in Potsdam (Germany), founded in 2020. It operates as an Online solutions to wealth managers for social impact investing. SageWealth has raised $497K in funding from Fast Track Malmo. The company has 261 active competitors, including 19 funded and 22 that have exited. Its top competitors include companies like Iress, Link Group and RightCapital.

Company Details

Online solutions to wealth managers for social impact investing. It provides users with a solution to aid in portfolio designing according to the social impact. Its features include understanding the current financial situation, setting personal goals, and investing sustainably to reach those goals more effectively.

Website: sagewealth.eu
Social
Email ID: *****@sagefund.eu
Phone Number: +49 **********

Key Metrics

Founded Year

2020

Location

Potsdam, Germany

Stage

Seed

Total Funding

$497K in 2 rounds

Latest Funding Round

Seed, Aug 24, 2022, $*****

Investors

Fast Track Malmo & 4 more

Ranked

77^th among 261 active competitors

Employee Count

10 - 49 as on Mar 01, 2026

Similar Companies

Iress & 275 more

View SageWealth's full profile

SageWealth is associated with 2 legal entities given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Documents
Sagefund Digital Wealth Management GmbH CIN: HRB33994 , Germany, Active	Mar 26, 2020	-	-
Sagefund Digital Wealth Management GmbH CIN: G1312_HRB33994P , Germany, Active	Mar 27, 2020	-	-

SageWealth has raised a total funding of $497K over 2 rounds. Its first funding round was on Mar 2022. Its latest funding round was a Seed round on Aug 24, 2022 for $*****. 4 investors participated in its latest round. SageWealth has 1 institutional investor and 4 angel investors.

Here is the list of recent funding rounds of SageWealth:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Aug 24, 2022	4564885	Seed	8471201	4784864	8836931	3888307
Mar 2022	7846156	Seed	8868759	2355513	Fast Track Malmo	4484748

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View details of SageWealth's funding rounds and investors

SageWealth's employee count trend

SageWealth has 10 - 49 employees as of Mar 26. Here is SageWealth's employee count trend over the years:

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Top competitors of SageWealth include Iress, Link Group and RightCapital. Here is the list of Top 10 competitors of SageWealth, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Iress 1993, Melbourne (Australia), Public	Online provider of wealth management solutions for financial markets	-	AMCIL, Djerriwarrh & 1 others	67/100
2nd	Link Group 2005, Sydney (Australia), Acquired	Retirement and superannuation solutions	-	Columbia Capital	56/100
3rd	RightCapital 2012, New Haven (United States), Series A	Financial planning software empowering advisors to simplify, engage clients, and scale	$3.32M	-	54/100
4th	Praemium 2001, Saint Helier (Jersey), Public	Practice management software for wealth managers	-	Morningstar	55/100
5th	Hubly 2019, New York City (United States), Acquired	Business management platform for financial advisors	$2.45M	OCA Ventures, Mucker & 3 others	55/100
6th	Leonteq 2007, Zurich (Switzerland), Public	Products and Services provider for Structured Products	-	VERAISON Capital	54/100
7th	eMoney Advisor 2000, Conshohocken (United States), Acquired	Wealth management solution for financial institutions	-	-	54/100
8th	Asset-Map 2008, Philadelphia (United States), Series B	Visual financial planning software empowering advisors to create client-centric strategies	$7.6M	SixThirty, RGAX & 1 others	53/100
9th	Modern Wealth Management 2023, Lenexa (United States), Series D	Provider of wealth management services	$200M	Crestview Partners	53/100
10th	Nevis Wealth Technology 2024, London (United Kingdom), Series A	AI-powered wealth management platform for financial advisors and their teams to automate core workflows	$40M	Sequoia Capital, Ribbit Capital & 1 others	53/100
77th	SageWealth 2020, Potsdam (Germany), Seed	Online solutions to wealth managers for social impact investing	$497K	Fast Track Malmo & 4 others	25/100