Ivy.One

Savvy Wealth

This company develops an artificial intelligence wealth management platform for independent financial advisors to automate back-office operations and client relationship management.

Nevis

This company develops an artificial intelligence platform to automate administrative workflows and client data management for wealth management firms and financial advisors.

Saturn

This company develops an artificial intelligence operating system to automate compliance and back-office workflows for wealth managers and financial advisory firms.

Wio Capital

The company develops an artificial intelligence platform for wealth management professionals to automate operations, reporting, and portfolio management across multiple custodian banks.

Impruve

This company develops custom artificial intelligence workflows and data infrastructure for independent wealth management firms and registered investment advisors.

Portfolio Management Co-Pilot

This company develops artificial intelligence software that monitors financial portfolios and recommends investment actions for wealth managers and independent research advisors.

Desia

This company develops an artificial intelligence platform for data analysis, productivity and workflow automation for investment professionals and financial institutions.

Itoflow

Itoflow develops artificial intelligence agents to automate investment research and portfolio management workflows for hedge funds, family offices and wealth managers.