Harness Wealth

wealth

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

Facet Wealth

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

Artivest (Acquired)

The company provides a digital platform that connects financial advisors and high-net-worth investors with private equity and hedge fund investment opportunities.

Zoe Financial

This company provides a digital wealth platform and marketplace connecting individuals with vetted fiduciary financial advisors for personalised investment management.

Indyfin

This company provides a platform that connects consumers with independent financial advisors and offers growth software for wealth management professionals.

Rightcapital

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

Facet

This company provides subscription-based financial planning and investment management services for individuals through a technology platform and certified professionals.

Earned Wealth

The company provides an integrated financial management platform including wealth, tax, and insurance services for physicians, dentists, and medical practices.