Centricity

Arch

This company provides a platform that automates data collection and reporting for private market investments, serving family offices, investment advisors and institutional allocators.

Altruist

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

MyFo

This company develops software that centralises financial data, performance reporting and entity management for family offices, private banks and wealth advisors.

Fidelis Capital

This company provides a wealth management platform and outsourced family office services for ultra-high-net-worth families, institutions and private banking clients.

Allocate

This company provides a digital platform for wealth managers and family offices to access, manage and track private market investments.

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.

Indyfin

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

wealth

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