Etico

Ethic

This company provides a technology platform for financial advisors and institutions to create and manage sustainable, customised investment portfolios for their clients.

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.

Indyfin

This company provides a platform that connects consumers with independent financial advisors and offers growth software for wealth management professionals.

Altruist

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

STRATxAI

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

etops

This company provides a software platform and business process outsourcing services for wealth managers, asset managers, banks and family offices.

wealth

This company develops a digital platform for estate and tax planning for financial advisors and their institutional clients.

Flanks

This company provides a wealth data aggregation platform and API for financial advisors, banks, and family offices to automate portfolio reporting and management.