Rocket Dollar

AltoIRA

This company develops a platform for individual investors to use retirement funds for alternative assets such as private equity, venture capital and real estate.

iTrustCapital

This company provides a software platform for investors to trade cryptocurrencies and precious metals within self-directed individual retirement accounts.

Vestwell

This company provides a digital platform for workplace retirement and savings programs to small businesses, financial advisors and government agencies.

Basic Capital

This company provides a 401(k) and retirement savings platform for employers to offer alternative investments and financing to their employees.

MoneyMade

This company provides a platform for individual investors to discover, compare and track alternative and traditional investment opportunities.

Next Capital

This company provides an open-architecture digital platform for financial institutions and advisors to deliver automated personal investment advice and retirement planning services.

Altruist

This company provides a digital wealth management platform and brokerage services for registered investment advisors to manage client accounts, trading, and reporting.

Onramp Invest

The company develops a digital asset integration platform for registered investment advisors to manage cryptocurrency and tokenised alternative investments within traditional portfolios.