RockFi

Y Tree

This company provides a wealth management platform and advisory services for high-net-worth individuals to track finances and plan lifestyle goals.

Sidekick Money

This company develops a digital wealth management platform providing diversified portfolios, private market access and lending services for affluent professionals.

MAI Capital Management

This firm provides investment management and financial planning services to high-net-worth individuals, families, and professional athletes.

Fidelis Capital

This company provides a wealth management platform and outsourced family office services for ultra-high-net-worth families, institutions and private banking clients.

Dezerv

This company provides a wealth management platform and portfolio management services for Indian professionals and high-net-worth individuals.

Indyfin

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

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.

Rosecut

This digital wealth manager provides AI-driven financial planning and investment strategies for affluent individuals seeking bespoke portfolio management.