Quantfolio

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.

Quinn

This company provides embedded artificial intelligence software for banks and fintechs to offer automated financial planning and guidance to their customers.

MDOTM

This company provides an artificial intelligence platform for portfolio construction and rebalancing to asset managers, wealth managers, banks and insurance companies.

Saphyre

This company provides a platform that digitises and automates account onboarding and trading workflows for asset managers, custodians and broker-dealers.

Instinct Digital

This company provides a platform to automate data ingestion and digitise investment reporting for 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.

Performativ

This company develops a cloud-native operating system for wealth and asset managers to consolidate portfolio management, analytics, compliance and reporting workflows.

Investment platform

This digital wealth manager provides an automated financial app for individuals to trade stocks, exchange-traded funds and cryptocurrencies while accessing personalised investment portfolios.