The Financialist

Investly

This fintech provides a non-custodial investment platform for financial advisors and wealth managers to offer digital dollar and blockchain strategies to their clients.

BeyondIRR

This B2B wealth-tech platform provides analytics, research and portfolio management tools for financial advisors and wealth managers to assist client advisory services.

Zomint

This company provides a wealth management platform and investment advisory services for retail investors, working professionals and families in India.

Nexa Finance

This fintech provides an investment infrastructure platform for financial advisors to create customised investment products based on the specific financial goals of their clients.

MyFo

This company develops software that centralises financial data, performance reporting and entity management for family offices, private banks and wealth advisors.

Zoe Financial

This company provides a digital wealth platform and marketplace connecting individuals with vetted fiduciary financial advisors for personalised investment management.

Mont Wealth

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

leafplanner

This platform provides information management and succession planning software for wealthy families, family offices and their professional advisors to organise complex financial data.