MoneyMade

Sidekick Money

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

Monarch Money

This company provides a personal finance platform and mobile application for individuals and households to track accounts, manage budgets and monitor investments.

Titan

This company provides a mobile wealth management platform that offers managed investment portfolios and alternative assets for individual retail investors.

Moniflo

This company provides a mobile application for retail investors to trade sustainable investment funds aligned with their social and environmental values.

AltoIRA

This company develops a platform for individual investors to use retirement funds for alternative assets such as private equity, venture capital and real estate.

Allocate

This company provides a digital platform for wealth managers and family offices to access, manage and track private market investments.

Vincent

This company provides a search engine and data platform for alternative investment opportunities to retail and institutional investors.

FutureMoney

This company provides a digital investment platform that helps families build wealth for children through tax-advantaged accounts and automated portfolios.