Templi

AdviseWell

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

Synthex

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

Zeplyn

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

Performativ

This company develops a cloud-native operating system for wealth and asset managers to consolidate portfolio management, analytics, compliance and reporting workflows.

AgentX

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

Aveni

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

Focal

This company provides an artificial intelligence platform that automates meeting preparation, note-taking and back-office workflows for financial advisors.