RegVerse

Relace

This company develops an artificial intelligence platform to automate regulatory compliance and risk management for financial institutions and their professional advisers.

Compliance.AI

The company provides regulatory change management software to banks, financial services, and insurance firms to automate the monitoring and assessment of legal obligations.

Management Co-Pilot

This company develops an artificial intelligence platform providing decision intelligence and portfolio monitoring for wealth managers and registered investment advisors.

AdviseWell

AdviseWell provides an AI-powered operating system that automates the production of compliant financial advice for wealth management firms and financial advisers.

Wavvest

The company develops an artificial intelligence wealth management platform for registered investment advisors to manage financial planning, investments, and tax preparation tasks.

Savvy Wealth

This company develops an artificial intelligence wealth management platform for independent financial advisors to automate back-office operations and client relationship management.

Nevis

This company develops an artificial intelligence platform to automate administrative workflows and client data management for wealth management firms and financial advisors.

Sedric AI

The company develops an artificial intelligence platform for automated regulatory compliance and risk management within the financial services and fintech sectors.