Savvy Wealth

Slant AI

This company develops an artificial intelligence powered customer relationship management platform for financial advisors to automate client communications and data management.

GPT Advisor

This company provides a generative artificial intelligence platform for wealth managers and financial institutions to automate portfolio analysis and investment research.

Nevis

This company develops an artificial intelligence platform to automate administrative workflows and client data management for wealth management firms and financial advisors.

Saturn

This company develops an artificial intelligence operating system to automate compliance and back-office workflows for wealth managers and financial advisory firms.

Management Co-Pilot

This company develops an artificial intelligence platform providing decision intelligence and portfolio monitoring for wealth managers and registered investment advisors.

Impruve

This company develops custom artificial intelligence workflows and data infrastructure for independent wealth management firms and registered investment advisors.

Portfolio Management Co-Pilot

This company develops artificial intelligence software that monitors financial portfolios and recommends investment actions for wealth managers and independent research advisors.

Ivy.One

This company develops artificial intelligence software for family offices and financial firms to automate operational workflows and tasks.