Everon

Investment platform

This digital wealth manager provides an automated financial app for individuals to trade stocks, exchange-traded funds and cryptocurrencies while accessing personalised investment portfolios.

Netwealth

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

Cadro

This company provides digital wealth management services and investment portfolios for private clients.

Sidekick Money

This company develops a digital wealth management platform providing diversified portfolios, private market access and lending services for affluent professionals.

wealth

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

Getquin

This company provides a portfolio tracking and wealth management platform for individual investors to monitor their net worth and plan for retirement.

Xaver

This company develops an AI-driven B2B platform and white-labelled pension products for banks, insurers, and brokers to streamline financial consultations and sales.

Quantfolio

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