LATTICEFI

Sidekick Money

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

Asseta

This company develops a multi-entity general ledger and financial management platform for family offices to integrate banking, investments and accounting data.

LandyTech

Landytech develops an investment reporting and risk analytics platform for family offices, asset managers, and fiduciaries to manage multi-asset portfolios.

Slate Wealth Technology

This company develops a modular digital investment platform and trading infrastructure for banks, fintechs and asset managers to launch wealth management services.

Allocate

This company provides a digital platform for wealth managers and family offices to access, manage and track private market investments.

NestiFi

NestiFi provides a white-label family wealth platform for financial institutions including credit unions, community banks and wealth managers.

Sandbox Wealth

This company develops a private banking and lending platform that provides independent wealth advisors and their clients with access to liquidity and cash management solutions.

OpenYield

This company provides an automated marketplace for fixed-income trading, enabling broker-dealers and advisors to access corporate, municipal and treasury bonds with electronic efficiency.