Altruist

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.

Wealthsimple

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

Artivest

This platform provides technology to help financial advisors and high-net-worth investors access and manage alternative investment funds like private equity and hedge funds.

InvestCloud

This company provides cloud-based wealth management software for financial institutions, including banks, insurers, asset managers and registered investment advisors.

BetaNXT

This company provides wealth management technology, securities processing and data solutions to broker-dealers, asset managers and wealth management firms.

CAIS

This company provides a financial technology platform that enables independent wealth managers and financial advisors to access and manage alternative investment funds and products.

Future Advisor

This company provides an automated investment management and financial advisory platform for retail investors and financial institutions.

Eaglebrook Advisors

The company provides a digital asset management platform for registered investment advisors to offer tax-optimised cryptocurrency portfolios to their wealth management clients.