Quartz

Quinn

This company provides embedded artificial intelligence software for banks and fintechs to offer automated financial planning and guidance to their customers.

Autonomous Technologies Group

This company develops an artificial intelligence wealth management platform providing financial advisory services to individual investors.

Aventur

This firm provides an artificial intelligence platform and wealth management services to help individual consumers and financial advice firms manage personal finances.

Quantly

This company develops an artificial intelligence platform for financial professionals to automate research and data analysis using natural language questions.

Mont Wealth

This company provides an artificial intelligence platform for direct indexing and automated tax-loss harvesting to individual retail investors.

Vise

This company provides an artificial intelligence platform for financial advisors to build and manage automated, personalised investment portfolios for their clients.

Rosecut

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

AgentX

This company provides a platform for wealth and asset managers to build and orchestrate artificial intelligence agents for portfolio management and risk assessment.