Rosecut

Sidekick Money

This company develops a digital wealth management platform providing diversified portfolios, private market access and lending services for affluent professionals.

Mont Wealth

This company provides an artificial intelligence platform for direct indexing and automated tax-loss harvesting to individual retail investors.

AgentX

This company provides a platform for wealth and asset managers to build and orchestrate artificial intelligence agents for portfolio management and risk assessment.

Vise

This company provides an artificial intelligence platform for financial advisors to build and manage automated, personalised investment portfolios for their clients.

Quartz

This company develops an AI-powered personal wealth platform that aggregates financial accounts and provides automated guidance for individual consumers.

WealthMore

This platform provides investment portfolios, financial planning and AI-powered coaching for retail investors, particularly targeting women and first-generation wealth builders.

ALINEA INVEST

This company develops an AI-powered wealth management app that provides automated thematic portfolios and conversational financial guidance for Gen Z and female investors.

Aventur

This firm provides an artificial intelligence platform and wealth management services to help individual consumers and financial advice firms manage personal finances.