Rightcapital

wealth

This company develops a digital platform for estate and tax planning for financial advisors and their institutional clients.

Riskalyze

This company provides a wealth management platform that enables financial advisors to measure investor risk tolerance and align portfolios with client goals.

Boldin

This company develops digital financial planning software that helps individuals manage retirement savings, taxes and long-term goals.

Indyfin

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

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.

RightRev

This company develops revenue recognition software to help enterprise finance teams automate compliance and accounting for complex subscription and usage-based business models.

Altruist

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

Harvest

This company develops wealth management software for financial advisers, asset managers, banks and insurers to support client management, tax planning and investment strategy.