Thrivo Wealth

True Potential

This company provides a wealth management technology platform and investment services for financial advisers and retail clients.

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.

Rise Growth Partners

This company provides growth capital and operational support to registered investment advisors seeking to scale into national wealth management platforms.

Etico

Etico provides a wealth management platform and back-office infrastructure for independent financial advisors to scale their businesses and manage client relationships.

7iM

This firm provides wealth management services, multi-asset investment solutions and a proprietary technology platform to financial advisers, individuals and institutional clients.

Netwealth

This company provides wealth management and financial planning services through an online platform for individual investors managing pensions, ISAs, and general savings.

FNZ

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

Indyfin

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