Holistiplan

Rightcapital

This company develops financial planning and tax strategy software for financial advisors to manage client portfolios and engagement.

wealth

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

PlannerPal

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

Wavvest

The company develops an artificial intelligence wealth management platform for registered investment advisors to manage financial planning, investments, and tax preparation tasks.

Hubly

This company develops workflow management software for financial advisors and their teams to automate processes and manage client relationships.

GPT Advisor

This company provides a generative artificial intelligence platform for wealth managers and financial institutions to automate portfolio analysis and investment research.

Portfolio Management Co-Pilot

This company develops artificial intelligence software that monitors financial portfolios and recommends investment actions for wealth managers and independent research advisors.

Boldin

This company develops digital financial planning software that helps individuals manage retirement savings, taxes and long-term goals.