Facet Wealth

Facet

This company provides subscription-based financial planning and investment management services for individuals through a technology platform and certified professionals.

Zoe Financial

This company provides a digital wealth platform and marketplace connecting individuals with vetted fiduciary financial advisors for personalised investment management.

Indyfin

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

Wealthsimple

This company provides a digital platform for automated investing, stock trading, and financial management services to individuals and businesses.

Netwealth

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

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.

Harness Wealth

Harness Wealth provides a digital platform connecting individuals with financial, tax and estate planning advisors to manage complex personal finances and equity compensation.

wealth

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