7iM

True Potential

This company provides a wealth management technology platform and investment services for financial advisers and retail clients.

Netwealth

This company provides wealth management and financial planning services through an online platform for individual investors managing pensions, ISAs, and general savings.

FNZ

This company provides a wealth management platform for financial institutions, insurers and asset managers to integrate technology with business and investment operations.

MDOTM

This company provides an artificial intelligence platform for portfolio construction and rebalancing to asset managers, wealth managers, banks and insurance companies.

Thrivo Wealth

This company provides a technology platform and succession support for independent wealth managers to modernise their operations and facilitate business growth.

Wilshire

This company provides investment technology, advisory solutions and multi-asset analytics to institutional investors and financial intermediaries.

CAIS

This company provides a financial technology platform that enables independent wealth managers and financial advisors to access and manage alternative investment funds and products.

IVM Markets

IVM Markets develops a software-as-a-service platform for structured product idea generation and portfolio analytics, serving brokers, asset managers and private banks.