Sandbox Wealth

Sandbox Wealth

This financial technology company provides an open architecture banking and lending platform for independent wealth advisors, family offices and their high-net-worth clients.

Sidekick Money

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

Savvy Wealth

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

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.

Slate Wealth Technology

This company develops a modular digital investment platform and trading infrastructure for banks, fintechs and asset managers to launch wealth management services.

Willow Wealth

This company provides a digital platform that enables individual and retail investors to access private market assets such as real estate and private equity.

LATTICEFI

This company develops a wealth management platform for family offices and asset managers to trade bonds and other over-the-counter financial products.

wealth

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