Earned Wealth

Flychain

This company provides a financial management platform offering bookkeeping, tax planning, analytics and capital access for independent healthcare practices.

wealth

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

Harness Wealth

Harness Wealth provides a digital platform connecting individuals with financial, tax and estate planning advisors to manage complex personal finances and equity compensation.

Facet Wealth

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

Profitable in-network care

This company provides a platform and administrative services enabling independent healthcare providers to manage insurance contracts and offer in-network care to patients.

Ed Wealth

This company provides an artificial intelligence platform to help professionals manage personal finances, including cash flow, taxes, investments and insurance.

RockFi

This company provides a wealth management platform and advisory services for high-net-worth individuals, including entrepreneurs, executives, and athletes.

Sidekick Money

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