Addeppar

Masttro

Masttro provides a wealth management technology platform for family offices, private banks and financial advisors to aggregate and manage investment data across all assets.

LandyTech

Landytech develops an investment reporting and risk analytics platform for family offices, asset managers, and fiduciaries to manage multi-asset portfolios.

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.

Arch

This company provides a platform that automates data collection and reporting for private market investments, serving family offices, investment advisors and institutional allocators.

Flanks

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

Asseta

This company develops a multi-entity general ledger and financial management platform for family offices to integrate banking, investments and accounting data.

d1g1t

This company provides a wealth management platform for financial advisory firms, multi-family offices, and banks to manage portfolios, analytics, and client reporting.

GPT Advisor

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