Sharein

Sharely

This company provides an API-based platform for brokerage firms and wealth managers to enable tax-efficient stock and cash donations directly within investment accounts.

ScalingFunds

This company provides investor onboarding and management software for real estate, private equity and alternative investment funds.

InvestNext

This company develops investment management software for real estate professionals to handle capital raising, investor relations, distributions and compliance within a single platform.

HUBX

This company provides a white-label deal management and syndication platform for banks, brokerage firms, and investment professionals to execute private transactions.

Vinyl Equity

This company develops a cloud-native platform for shareholder recordkeeping and equity operations, serving publicly traded and private companies as an SEC-registered transfer agent.

Venturebeam

This company provides a digital investment platform and secondary market for mission-led entrepreneurs and institutional or professional investors to trade private equity.

Anduin

This company provides workflow automation software to streamline investor onboarding and fund subscriptions for alternative investment firms and fund administrators.

Greenboard

This company develops a compliance management platform for regulated financial institutions including investment advisers, broker-dealers, hedge funds and fintech firms.