True Potential

Netwealth

This company provides wealth management and financial planning services through an online platform for individual investors managing pensions, ISAs, and general savings.

7iM

This firm provides wealth management services, multi-asset investment solutions and a proprietary technology platform to financial advisers, individuals and institutional clients.

Thrivo Wealth

This company provides a technology platform and succession support for independent wealth managers to modernise their operations and facilitate business growth.

Wealthify

This digital platform provides managed investment portfolios and savings accounts for retail customers.

FNZ

This company provides a wealth management platform for financial institutions, insurers and asset managers to integrate technology with business and investment operations.

Future Advisor

This company provides an automated investment management and financial advisory platform for retail investors and financial institutions.

Wealthsimple

This company provides a digital platform for automated investing, stock trading, and financial management services to individuals and businesses.

Altruist

This company provides a digital wealth management platform and brokerage services for registered investment advisors to manage client accounts, trading, and reporting.