Vise

AdviseWell

AdviseWell provides an AI-powered operating system that automates the production of compliant financial advice for wealth management firms and financial advisers.

Uprise

This company develops an AI-powered financial advisory platform that provides automated tax planning, cash flow management, and retirement guidance for small business owners.

Slant AI

This company develops an artificial intelligence powered customer relationship management platform for financial advisors to automate client communications and data 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.

Alinea

This company provides an automated investment platform and AI assistant to help retail investors build and manage ETF portfolios.

Zoe Financial

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

Future Advisor

This company provides an automated investment management and financial advisory platform for retail investors and financial institutions.

Wnstn

This company provides white-labelled artificial intelligence agents for brokerage and investment platforms to increase user engagement and trading activity through personalised market insights.