Indyfin

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.

Zoe Financial

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

Koyfin

This company develops an investment research and financial data platform for financial advisors, wealth managers and individual investors.

Facet Wealth

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

Rightcapital

This company develops financial planning and tax strategy software for financial advisors to manage client portfolios and engagement.

Fintech Platform

This company provides a digital distribution platform for financial products like credit cards and loans to advisors, businesses, and consumers.

Altruist

This company provides a digital wealth management platform and brokerage services for registered investment advisors to manage client accounts, trading, and reporting.

Facet

This company provides subscription-based financial planning and investment management services for individuals through a technology platform and certified professionals.