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Mont Wealth

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

Ed Wealth

This company provides an artificial intelligence platform to help professionals manage personal finances, including cash flow, taxes, investments and insurance.

ALINEA INVEST

This company develops an AI-powered wealth management app that provides automated thematic portfolios and conversational financial guidance for Gen Z and female investors.

Rosecut

This digital wealth manager provides AI-driven financial planning and investment strategies for affluent individuals seeking bespoke portfolio management.

Aventur

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

Wio Capital

The company develops an artificial intelligence platform for wealth management professionals to automate operations, reporting, and portfolio management across multiple custodian banks.

Alinea

This company provides an automated investment platform and AI assistant to help retail investors build and manage ETF portfolios.

Sidekick Money

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