OneVest

Altruist

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

Wealthsimple

This company provides a digital platform for automated investing, stock trading, and financial management services to individuals and businesses.

Indyfin

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

One PM

One PM provides a cloud-based wealth management platform and API services for securities accounting to banks and financial institutions.

Quantfolio

This company develops an automated investment advisory platform for banks, wealth managers and insurers to manage client onboarding, suitability and digital wealth workflows.

Investly

This fintech provides a non-custodial investment platform for financial advisors and wealth managers to offer digital dollar and blockchain strategies to their clients.

Wealthbox

Wealthbox develops a customer relationship management platform for financial advisors to manage client relationships, workflows, and business processes.

Vestwell

This company provides a digital platform for workplace retirement and savings programs to small businesses, financial advisors and government agencies.