Pocketnest

NestiFi

NestiFi provides a white-label family wealth platform for financial institutions including credit unions, community banks and wealth managers.

HelloWallet

This company develops personal finance software that provides independent financial guidance and wellness tools to employees through their employers.

Enrich

This company provides a financial wellness platform and educational tools for employers and financial institutions to support their employees' or members' financial literacy.

OneVest

This company provides a wealth management platform for independent advisors and financial institutions to manage client data, onboarding, and workflows in one digital workspace.

Your Money Line

This company provides a financial wellness platform combining software and human coaching for employees to manage budgeting, debt and retirement planning.

Personal Capital

This company provides wealth management software and financial advisory services for retail investors to track and manage their investments, retirement and cash flow.

Addition

This company provides a financial wellness platform offering digital tools and advisory services to employees through their employers and financial institutions.

Northstar

This company provides a financial wellness platform and advisory services for employees to manage compensation, benefits and personal finances.