Conquest

PlannerPal

This company develops artificial intelligence workflow software for financial advice and wealth management firms to automate documentation, meeting notes and client data updates.

Quinn

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

AdviseWell

AdviseWell provides an AI-powered operating system that automates the production of compliant financial advice for wealth management firms and financial advisers.

Aventur

This firm provides an artificial intelligence platform and wealth management services to help individual consumers and financial advice firms manage personal finances.

Vise

This company provides an artificial intelligence platform for financial advisors to build and manage automated, personalised investment portfolios for their clients.

Wnstn

This company provides white-labelled artificial intelligence agents for brokerage and investment platforms to increase user engagement and trading activity through personalised market insights.

Quantfolio

This company develops an automated investment advisory platform for banks, wealth managers and insurers to manage client onboarding, suitability and digital wealth workflows.

Range

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