BetaNXT

Altruist

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

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.

FNZ

This company provides a wealth management platform for financial institutions, insurers and asset managers to integrate technology with business and investment operations.

IRALOGIX

This company provides white-label, cloud-based recordkeeping and trading technology for individual retirement accounts to financial institutions, wealth managers, and investment firms.

Interchange

This company develops a correspondent clearing and custody platform for broker-dealers, investment advisers, banks and fintech firms to access financial markets.

Next Capital

This company provides an open-architecture digital platform for financial institutions and advisors to deliver automated personal investment advice and retirement planning services.

Bridge FT

BridgeFT provides a wealth management data and infrastructure platform for financial institutions, fintech innovators and investment advisors to automate operations and build applications.

InvestCloud

This company provides cloud-based wealth management software for financial institutions, including banks, insurers, asset managers and registered investment advisors.