IRALOGIX

Altruist

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

InvestCloud

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

STRATxAI

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

Eko Investments

This company develops a white-label embedded investing platform that enables banks and credit unions to offer digital brokerage and robo-advisory services to their customers.

BetaNXT

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

Interchange

This company develops a correspondent clearing and custody platform for broker-dealers, investment advisers, banks and fintech firms to access financial markets.

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.

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.