Riskalyze

Rightcapital

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

Future Advisor

This company provides an automated investment management and financial advisory platform for retail investors and financial institutions.

Altruist

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

Zoe Financial

This company provides a digital wealth platform and marketplace connecting individuals with vetted fiduciary financial advisors for personalised investment management.

Vise

This company provides an artificial intelligence platform for financial advisors to build and manage automated, personalised investment portfolios for their clients.

Next Capital

This company provides an open-architecture digital platform for financial institutions and advisors to deliver automated personal investment advice and retirement planning services.

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.

Indyfin

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