OneAdvisory

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.

Envestnet

This company provides wealth management software and data aggregation platforms to financial advisors, banks and other financial institutions.

Altruist

This company provides a digital wealth management platform and brokerage services for registered investment advisors to manage client accounts, trading, and reporting.

Indyfin

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

Onramp Invest

The company develops a digital asset integration platform for registered investment advisors to manage cryptocurrency and tokenised alternative investments within traditional portfolios.

Eaglebrook Advisors

The company provides a digital asset management platform for registered investment advisors to offer tax-optimised cryptocurrency portfolios to their wealth management clients.

d1g1t

This company provides a wealth management platform for financial advisory firms, multi-family offices, and banks to manage portfolios, analytics, and client reporting.

Optifi

This company develops an operations and workflow orchestration platform for trust companies, corporate service providers and family offices to manage client entities and compliance.