InvestSuite

InvestCloud

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

Eko Investments

This company develops a white-label embedded investing platform that enables banks and credit unions to offer digital brokerage and robo-advisory services to their customers.

Quantfolio

This company develops an automated investment advisory platform for banks, wealth managers and insurers to manage client onboarding, suitability and digital wealth workflows.

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.

Investbanq

Investbanq provides an artificial intelligence wealth management platform for asset managers, banks, family offices, and high-net-worth individuals.

Instinct Digital

This company provides a platform to automate data ingestion and digitise investment reporting for asset managers.

Altruist

This company provides a digital wealth management platform and brokerage services for registered investment advisors to manage client accounts, trading, and reporting.

WealthKernel

This company provides investment infrastructure APIs for onboarding, trading, and custody to fintechs and wealth managers.