NestiFi

InvestiFi

This company provides a platform for community banks and credit unions to offer digital stock, exchange-traded fund, and cryptocurrency trading within their existing banking apps.

Pocketnest

This company provides white-labelled financial wellness software to banks, credit unions, investment advisors, and employers to help their customers or employees manage personal finances.

LATTICEFI

This company develops a wealth management platform for family offices and asset managers to trade bonds and other over-the-counter financial products.

OneDigitalTrust

OneDigitalTrust provides a white-label estate planning platform for financial institutions, insurers, and employers to offer digital wills and trusts to their clients.

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.

wealth

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

Snug

This company develops a white-label digital platform that enables financial services and law firms to provide estate planning documents to their clients.

UNest

The company provides a mobile application that offers custodial investment accounts for parents and families to save for their children's future financial goals.