SmartAsset

SmartPath

This company provides financial education and coaching platforms to employers, retirement plan advisors, and financial institutions to improve their users' financial health.

Indyfin

This company provides a platform that connects consumers with independent financial advisors and offers growth software for wealth management professionals.

Zoe Financial

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

Rightcapital

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

Facet

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

Future Advisor

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

Fintech Platform

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

Facet Wealth

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