Slate Wealth Technology

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.

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.

LATTICEFI

This company develops a wealth management platform for family offices and asset managers to trade bonds and other over-the-counter financial products.

Savvy Wealth

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

UI labs

This company provides a modular software-as-a-service platform and data management services for banks, asset managers and financial service providers.

Willow Wealth

This company provides a digital platform that enables individual and retail investors to access private market assets such as real estate and private equity.

Allocate

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

BetaNXT

This company provides wealth management technology, securities processing and data solutions to broker-dealers, asset managers and wealth management firms.