Vestwell

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.

Penfold

This company provides a digital pension platform for businesses, self-employed workers and individual savers to manage and consolidate their retirement savings.

Retirable

This company provides a digital platform offering retirement planning, investment management and income tools for middle-income individuals approaching or in retirement.

Warren

This company provides a workplace pension and financial coaching platform for employers to help employees manage retirement savings and personal finances.

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.

Icon Savings Plan

This fintech provides portable retirement savings plans for businesses and their employees, including contractors and self-employed individuals.

Pensure

This company provides a digital platform for small and medium-sized enterprises to manage and subscribe to occupational pension plans for their employees.

Pontera

This fintech provides a platform enabling financial advisors to manage and trade clients' held-away retirement accounts, such as 401(k) plans.