Harvest

Harvest Funds

Harvest Funds developed an equity fund management platform providing systematic investment services and financial modelling for retail and institutional investors.

InvestCloud

This company provides cloud-based wealth management software for financial institutions, including banks, insurers, asset managers and registered investment advisors.

wealth

This company develops a digital platform for estate and tax planning for financial advisors and their institutional clients.

Rightcapital

This company develops financial planning and tax strategy software for financial advisors to manage client portfolios and engagement.

Conquest

This company develops AI-driven financial planning software for wealth managers, financial advisers and their retail clients to create personalised investment strategies.

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.

Bite Investments

This company develops software-as-a-service solutions to manage fundraising, investor onboarding and reporting for alternative asset managers and wealth management professionals.

Harness Wealth

Harness Wealth provides a digital platform connecting individuals with financial, tax and estate planning advisors to manage complex personal finances and equity compensation.