Hubly

Wealthbox

Wealthbox develops a customer relationship management platform for financial advisors to manage client relationships, workflows, and business processes.

Pageport

This company develops an AI-native customer relationship management platform and video prospecting tools for financial advisors to automate lead conversion and client communications.

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.

PlannerPal

This company develops artificial intelligence workflow software for financial advice and wealth management firms to automate documentation, meeting notes and client data updates.

Next Matter

This company develops workflow orchestration software for financial services firms to automate and govern complex operations, including client onboarding and regulatory compliance processes.

Focal

This company provides an artificial intelligence platform that automates meeting preparation, note-taking and back-office workflows for financial advisors.

Indyfin

This company provides a platform that connects consumers with independent financial advisors and offers growth software for wealth management professionals.

Rightcapital

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