AI-native wealth tech

Wio Capital

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

WealthMore

This platform provides investment portfolios, financial planning and AI-powered coaching for retail investors, particularly targeting women and first-generation wealth builders.

AdviseWell

AdviseWell provides an AI-powered operating system that automates the production of compliant financial advice for wealth management firms and financial advisers.

STRATxAI

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

Quantfolio

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

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.

Zeplyn

This company provides an artificial intelligence assistant that automates meeting notes, administrative tasks and workflow orchestration for financial advisors and wealth management firms.