etops

Etico

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

Optifi

This company develops an operations and workflow orchestration platform for trust companies, corporate service providers and family offices to manage client entities and compliance.

wealth

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

BetaNXT

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

FNZ

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

Bite Investments

This company develops software-as-a-service solutions to manage fundraising, investor onboarding and reporting for alternative asset managers and wealth management professionals.

Performativ

This company develops a cloud-native operating system for wealth and asset managers to consolidate portfolio management, analytics, compliance and reporting workflows.

Harvest

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