Wavvest

Savvy Wealth

This company develops an artificial intelligence wealth management platform for independent financial advisors to automate back-office operations and client relationship management.

Nevis

This company develops an artificial intelligence platform to automate administrative workflows and client data management for wealth management firms and financial advisors.

Management Co-Pilot

This company develops an artificial intelligence platform providing decision intelligence and portfolio monitoring for wealth managers and registered investment advisors.

GPT Advisor

This company provides a generative artificial intelligence platform for wealth managers and financial institutions to automate portfolio analysis and investment research.

Wio Capital

The company develops an artificial intelligence platform for wealth management professionals to automate operations, reporting, and portfolio management across multiple custodian banks.

RegVerse

RegVerse develops an artificial intelligence platform for regulatory compliance, change management and risk monitoring, serving wealth management firms, investment advisors and broker-dealers.

Impruve

This company develops custom artificial intelligence workflows and data infrastructure for independent wealth management firms and registered investment advisors.

Portfolio Management Co-Pilot

This company develops artificial intelligence software that monitors financial portfolios and recommends investment actions for wealth managers and independent research advisors.