InvestCloud

Altruist

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

InvestSuite

This company provides white-label digital investment software, including robo-advisors and portfolio reporting tools, to banks, brokers and wealth managers.

Harvest

This company develops wealth management software for financial advisers, asset managers, banks and insurers to support client management, tax planning and investment strategy.

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.

Investbanq

Investbanq provides an artificial intelligence wealth management platform for asset managers, banks, family offices, and high-net-worth individuals.

FNZ

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

YCharts

This company provides a cloud-based investment research and analytics platform for asset managers, registered investment advisors and broker-dealers.

IRALOGIX

This company provides white-label, cloud-based recordkeeping and trading technology for individual retirement accounts to financial institutions, wealth managers, and investment firms.