Palindrome

Unique

This company develops a generative artificial intelligence platform that automates administrative tasks and enhances client interactions for banks and asset management firms.

PlannerPal

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

Relace

This company develops an artificial intelligence platform to automate regulatory compliance and risk management for financial institutions and their professional advisers.

Synthex

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

Zocks

This company develops an artificial intelligence platform that transcribes client conversations and automates administrative workflows for financial advisors and wealth management firms.

Leela

This company develops an artificial intelligence platform that automates compliance tasks and maintains audit records for regulated financial businesses and fintech firms.

Daymi

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

Performativ

This company develops a cloud-native operating system for wealth and asset managers to consolidate portfolio management, analytics, compliance and reporting workflows.