Range

Autonomous Technologies Group

This company develops an artificial intelligence wealth management platform providing financial advisory services to individual investors.

Mont Wealth

This company provides an artificial intelligence platform for direct indexing and automated tax-loss harvesting to individual retail investors.

wealth

This company develops a digital platform for estate and tax planning for financial advisors and their institutional clients.

Conquest

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

Vise

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

AgentX

This company provides a platform for wealth and asset managers to build and orchestrate artificial intelligence agents for portfolio management and risk assessment.

MDOTM

This company provides an artificial intelligence platform for portfolio construction and rebalancing to asset managers, wealth managers, banks and insurance companies.

Ed Wealth

This company provides an artificial intelligence platform to help professionals manage personal finances, including cash flow, taxes, investments and insurance.