Investly

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.

Eaglebrook Advisors

The company provides a digital asset management platform for registered investment advisors to offer tax-optimised cryptocurrency portfolios to their wealth management clients.

Nexa Finance

This fintech provides an investment infrastructure platform for financial advisors to create customised investment products based on the specific financial goals of their clients.

Investment platform

This digital wealth manager provides an automated financial app for individuals to trade stocks, exchange-traded funds and cryptocurrencies while accessing personalised investment portfolios.

Onramp Invest

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

Indyfin

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

Stablecoin-powered Banking

This fintech provides self-custody banking and payment infrastructure using stablecoins for businesses and individual customers globally.

Zoe Financial

This company provides a digital wealth platform and marketplace connecting individuals with vetted fiduciary financial advisors for personalised investment management.