MDOTM

STRATxAI

This company provides a white-label infrastructure platform for asset managers and investment advisors to build and manage custom model portfolios.

Mont Wealth

This company provides an artificial intelligence platform for direct indexing and automated tax-loss harvesting to individual retail investors.

AgentX

This company provides a platform for wealth and asset managers to build and orchestrate artificial intelligence agents for portfolio management and risk assessment.

Streetbeat

This company develops an artificial intelligence platform providing automated trading, risk management and portfolio analysis tools for financial professionals and retail investors.

Quantfolio

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

Desia

This company develops an artificial intelligence platform for data analysis, productivity and workflow automation for investment professionals and financial institutions.

Boosted.ai

The company develops an artificial intelligence platform for investment managers to enhance stock research, portfolio construction and risk management.

Wio Capital

The company develops an artificial intelligence platform for wealth management professionals to automate operations, reporting, and portfolio management across multiple custodian banks.