Wealthhawk

wealth

This company develops a digital platform for estate and tax planning for financial advisors and their institutional clients.

Wealth Engine

This company develops a wealth intelligence and prospect research platform for non-profit organisations, luxury brands, and financial services firms.

Harness Wealth

Harness Wealth provides a digital platform connecting individuals with financial, tax and estate planning advisors to manage complex personal finances and equity compensation.

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.

Wealthbox

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

Indyfin

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

Zocks

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

AdviseWell

AdviseWell provides an AI-powered operating system that automates the production of compliant financial advice for wealth management firms and financial advisers.