FNZ

InvestCloud

This company provides cloud-based wealth management software for financial institutions, including banks, insurers, asset managers and registered investment advisors.

True Potential

This company provides a wealth management technology platform and investment services for financial advisers and retail clients.

BetaNXT

This company provides wealth management technology, securities processing and data solutions to broker-dealers, asset managers and wealth management firms.

Zoe Financial

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

Finbourne

Finbourne provides a cloud-native data management platform and investment solutions for asset managers, asset owners and asset servicers.

Netwealth

This company provides wealth management and financial planning services through an online platform for individual investors managing pensions, ISAs, and general savings.

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.

Firenze

This company provides investment-backed lending software for wealth managers, advisers and investment platforms to offer Lombard loans to their clients.