AdviseWell

Templi

The company provides an agentic operating system that automates administrative tasks and suitability report generation for financial advisers and wealth management firms.

PlannerPal

This company develops artificial intelligence workflow software for financial advice and wealth management firms to automate documentation, meeting notes and client data updates.

Vise

This company provides an artificial intelligence platform for financial advisors to build and manage automated, personalised investment portfolios for their clients.

Zeplyn

This company provides an artificial intelligence assistant that automates meeting notes, administrative tasks and workflow orchestration for financial advisors and wealth management firms.

Synthex

Synthex provides AI-based workflow automation software for wealth and asset management firms to manage client reporting, compliance, and suitability reviews.

Conquest

This company develops AI-driven financial planning software for wealth managers, financial advisers and their retail clients to create personalised investment strategies.

Aventur

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

Aveni

This company develops artificial intelligence software for financial services firms to automate administrative tasks and monitor regulatory compliance across customer interactions.