Performativ

STRATxAI

This company provides a white-label infrastructure platform for asset managers and investment advisors to build and manage custom model portfolios.

Daymi

This company develops a workflow and oversight platform for operations, compliance, and finance teams within the financial services sector.

AgentX

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

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.

Vega

This firm provides a core operating system and client service infrastructure for alternative asset managers to automate operations and manage investor relations.

Quantfolio

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

Avantos AI

This company develops an artificial intelligence operating system for financial institutions to manage client onboarding, servicing and relationship data within a single platform.

Synthex

Synthex provides AI-based workflow automation software for wealth and asset management firms to manage client reporting, compliance, and suitability reviews.