Goalteller

Future Advisor

This company provides an automated investment management and financial advisory platform for retail investors and financial institutions.

Getquin

This company provides a portfolio tracking and wealth management platform for individual investors to monitor their net worth and plan for retirement.

BodesWell

BodesWell provides self-service financial planning software for financial institutions to offer strategic guidance and predictive modelling to customers without traditional advisors.

Investment platform

This digital wealth manager provides an automated financial app for individuals to trade stocks, exchange-traded funds and cryptocurrencies while accessing personalised investment portfolios.

Riskalyze

This company provides a wealth management platform that enables financial advisors to measure investor risk tolerance and align portfolios with client goals.

Aventur

This firm provides an artificial intelligence platform and wealth management services to help individual consumers and financial advice firms manage personal finances.

Dreamplan

This fintech company develops a digital platform providing automated personal financial planning and advisory services for retail banking customers.

WealthMore

This platform provides investment portfolios, financial planning and AI-powered coaching for retail investors, particularly targeting women and first-generation wealth builders.