Y Tree

RockFi

This company provides a wealth management platform and advisory services for high-net-worth individuals, including entrepreneurs, executives, and athletes.

Infinyte Club

This company develops a wealth management platform for startup employees and tech professionals to track assets and trade private equity or stock options.

Finary

This company develops a wealth management platform and portfolio tracking application for individual investors to monitor and manage their global assets.

Netwealth

This company provides wealth management and financial planning services through an online platform for individual investors managing pensions, ISAs, and general savings.

Getquin

This company provides a portfolio tracking and wealth management platform for individual investors to monitor their net worth and plan for retirement.

Sidekick Money

This company develops a digital wealth management platform providing diversified portfolios, private market access and lending services for affluent professionals.

wealth

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

Range

This company develops an artificial intelligence platform providing wealth management, financial planning and tax optimisation services for individuals and families.