Exirio

Xfolio

Xfolio provides a digital wealth management and treasury platform for investors and financial institutions to track portfolios and monitor assets.

Finary

This company develops a wealth management platform and portfolio tracking application for individual investors to monitor and manage their global assets.

Getquin

This company provides a portfolio tracking and wealth management platform for individual investors to monitor their net worth and plan for retirement.

Cadro

This company provides digital wealth management services and investment portfolios for private clients.

Everon

The company develops a digital wealth management platform and app for private banking, pension planning and investment services for retail and affluent individuals.

MProfit

This company provides portfolio management and accounting software for investors, financial advisors, family offices and chartered accountants to track multi-asset investments.

Masttro

Masttro provides a wealth management technology platform for family offices, private banks and financial advisors to aggregate and manage investment data across all assets.

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.