Impruve

STRATxAI

This company provides a white-label infrastructure platform for asset managers and investment advisors to build and manage custom model portfolios.

Zeplyn

This company provides an artificial intelligence assistant that automates meeting notes, administrative tasks and workflow orchestration for financial advisors and wealth management firms.

Inference Capital

This company develops an artificial intelligence platform for institutional investors to manage research, decision-making, and asset allocation within private markets.

Rowspace

This company develops an artificial intelligence platform that unifies fragmented proprietary data into structured insights for investment and financial services firms.

Performativ

This company develops a cloud-native operating system for wealth and asset managers to consolidate portfolio management, analytics, compliance and reporting workflows.

AdviseWell

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

PlannerPal

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

OneVest

This company provides a wealth management platform for independent advisors and financial institutions to manage client data, onboarding, and workflows in one digital workspace.