Sidekick Money

Infinyte Club

This company develops a wealth management platform for startup employees and tech professionals to track assets and trade private equity or stock options.

MoneyMade

This company provides a platform for individual investors to discover, compare and track alternative and traditional investment opportunities.

Allocate

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

Rosecut

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

Arta Finance

Arta Finance develops a digital wealth management platform providing accredited investors with access to alternative assets and artificial intelligence-driven portfolio management services.

RockFi

This company provides a wealth management platform and advisory services for high-net-worth individuals, including entrepreneurs, executives, and athletes.

Ed Wealth

This company provides an artificial intelligence platform to help professionals manage personal finances, including cash flow, taxes, investments and insurance.

Mont Wealth

This company provides an artificial intelligence platform for direct indexing and automated tax-loss harvesting to individual retail investors.