Facet

Facet Wealth

This company provides subscription-based financial planning and investment management services through a digital platform for individual consumers and employees.

Indyfin

This company provides a platform that connects consumers with independent financial advisors and offers growth software for wealth management professionals.

Zoe Financial

This company provides a digital wealth platform and marketplace connecting individuals with vetted fiduciary financial advisors for personalised investment management.

Copilot Money

This company develops a personal finance management application for individuals to track spending, budgets and investments across multiple financial accounts.

OneVest

This company provides a wealth management platform for independent advisors and financial institutions to manage client data, onboarding, and workflows in one digital workspace.

Sidekick Money

This company develops a digital wealth management platform providing diversified portfolios, private market access and lending services for affluent professionals.

Quartz

This company develops an AI-powered personal wealth platform that aggregates financial accounts and provides automated guidance for individual consumers.

Rosecut

This digital wealth manager provides AI-driven financial planning and investment strategies for affluent individuals seeking bespoke portfolio management.