BodesWell

AdviseWell

AdviseWell provides an AI-powered operating system that automates the production of compliant financial advice for wealth management firms and financial advisers.

Goalteller

GoalTeller provides an automated financial planning and wealth management platform for individual investors to track assets, analyze portfolios and plan life objectives.

Quinn

This company provides embedded artificial intelligence software for banks and fintechs to offer automated financial planning and guidance to their customers.

Future Advisor

This company provides an automated investment management and financial advisory platform for retail investors and financial institutions.

Dreamplan

This fintech company develops a digital platform providing automated personal financial planning and advisory services for retail banking customers.

Boldin

This company develops digital financial planning software that helps individuals manage retirement savings, taxes and long-term goals.

Next Capital

This company provides an open-architecture digital platform for financial institutions and advisors to deliver automated personal investment advice and retirement planning services.

Rightcapital

This company develops financial planning and tax strategy software for financial advisors to manage client portfolios and engagement.