YCharts

Koyfin

This company develops an investment research and financial data platform for financial advisors, wealth managers and individual investors.

InvestCloud

This company provides cloud-based wealth management software for financial institutions, including banks, insurers, asset managers and registered investment advisors.

Altruist

This company provides a digital wealth management platform and brokerage services for registered investment advisors to manage client accounts, trading, and reporting.

Seeds

This company provides an investment management platform that allows registered investment advisors to build and manage personalised portfolios for their clients.

BetaNXT

This company provides wealth management technology, securities processing and data solutions to broker-dealers, asset managers and wealth management firms.

Arch

This company provides a platform that automates data collection and reporting for private market investments, serving family offices, investment advisors and institutional allocators.

RETIREMENT INCOME SOLUTIONS

This company provides an analytics platform for retirement plan fiduciaries and advisors to evaluate and implement guaranteed income solutions within defined contribution plans.

IRALOGIX

This company provides white-label, cloud-based recordkeeping and trading technology for individual retirement accounts to financial institutions, wealth managers, and investment firms.