Goldwise

Tradewind

This company provides a blockchain platform for the trading, settlement and custody of physical precious metals for financial institutions and regulated dealers.

Circle Markets

This company develops a digital marketplace for the trading and exchange of physical and financial assets for retail and professional investors.

Mont Wealth

This company provides an artificial intelligence platform for direct indexing and automated tax-loss harvesting to individual retail investors.

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.

iTrustCapital

This company provides a software platform for investors to trade cryptocurrencies and precious metals within self-directed individual retirement accounts.

Koyfin

This company develops an investment research and financial data platform for financial advisors, wealth managers and individual investors.

Wealthsimple

This company provides a digital platform for automated investing, stock trading, and financial management services to individuals and businesses.

Stratzy

This company develops a wealth management platform providing algorithmic trading and investment tools for retail investors and traders.