wealth

Harness Wealth

Harness Wealth provides a digital platform connecting individuals with financial, tax and estate planning advisors to manage complex personal finances and equity compensation.

Rightcapital

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

Elayne

This company develops an automated estate settlement platform to help families and executors manage assets and legal workflows after a death.

Snug

This company develops a white-label digital platform that enables financial services and law firms to provide estate planning documents to their clients.

OneDigitalTrust

OneDigitalTrust provides a white-label estate planning platform for financial institutions, insurers, and employers to offer digital wills and trusts to their clients.

Range

This company develops an artificial intelligence platform providing wealth management, financial planning and tax optimisation services for individuals and families.

Wealthhawk

Wealthhawk provides an intelligence and outreach platform for financial advisors to identify and engage prospects experiencing significant wealth transition events.

Ed Wealth

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