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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.

Altruist

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

GPT Advisor

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

Quantfolio

This company develops an automated investment advisory platform for banks, wealth managers and insurers to manage client onboarding, suitability and digital wealth workflows.

Wealthsimple

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

Flanks

This company provides a wealth data aggregation platform and API for financial advisors, banks, and family offices to automate portfolio reporting and management.

Management Co-Pilot

This company develops an artificial intelligence platform providing decision intelligence and portfolio monitoring for wealth managers and registered investment advisors.

Savvy Wealth

This company develops an artificial intelligence wealth management platform for independent financial advisors to automate back-office operations and client relationship management.