Wio Capital

AI-native wealth tech

Wio Capital develops an artificial intelligence platform to automate reporting, compliance and operational tasks for independent financial advisors and wealth managers.

Ed Wealth

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

AgentX

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

STRATxAI

This company provides a white-label infrastructure platform for asset managers and investment advisors to build and manage custom model portfolios.

Desia

This company develops an artificial intelligence platform for data analysis, productivity and workflow automation for investment professionals and financial institutions.

Mont Wealth

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

MDOTM

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

Autonomous Technologies Group

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