Ed Wealth

Aventur

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

Mont Wealth

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

WealthMore

This platform provides investment portfolios, financial planning and AI-powered coaching for retail investors, particularly targeting women and first-generation wealth builders.

Wio Capital

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

Sidekick Money

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

wealth

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

Infinyte Club

This company develops a wealth management platform for startup employees and tech professionals to track assets and trade private equity or stock options.

Quartz

This company develops an AI-powered personal wealth platform that aggregates financial accounts and provides automated guidance for individual consumers.