PlanFees

Clearglass

This company provides a cost transparency and data analytics platform for pension funds to collect and benchmark investment management fees.

401kplans.com

This company provides a digital marketplace and due diligence platform for financial advisors to compare and select retirement plans for their clients.

Dreamplan

This fintech company develops a digital platform providing automated personal financial planning and advisory services for retail banking customers.

Penelope

This company provides a retirement savings platform and recordkeeping infrastructure for small businesses, third-party administrators and financial advisors.

RETIREMENT INCOME SOLUTIONS

This company provides an analytics platform for retirement plan fiduciaries and advisors to evaluate and implement guaranteed income solutions within defined contribution plans.

Indyfin

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

Crypto Tax

This fintech company provides a platform for individuals and businesses to manage cryptocurrency tax reporting, accounting and financial data integration.

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.