Synthex

Synthera

The company develops generative artificial intelligence models to simulate financial market scenarios for investment teams, hedge funds and asset managers.

AdviseWell

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

Synthera AI

This company develops generative artificial intelligence to create synthetic market data for financial institutions to improve risk management and portfolio scenario testing.

PlannerPal

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

Templi

The company provides an agentic operating system that automates administrative tasks and suitability report generation for financial advisers and wealth management firms.

Zocks

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

Synthax

This company develops an artificial intelligence operating system that automates administrative and clinical workflows for outpatient and specialty clinics.

STRATxAI

This company provides a white-label infrastructure platform for asset managers and investment advisors to build and manage custom model portfolios.