Personal Capital

Future Advisor

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

Wealthfront

This company provides automated investment management and banking services for individual investors seeking software-driven financial planning and wealth building.

Next Capital

This company provides an open-architecture digital platform for financial institutions and advisors to deliver automated personal investment advice and retirement planning services.

Rightcapital

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

Facet Wealth

This company provides subscription-based financial planning and investment management services through a digital platform for individual consumers and employees.

Getquin

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

Finary

This company develops a wealth management platform and portfolio tracking application for individual investors to monitor and manage their global assets.

Netwealth

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