Montis Financial

Mont Wealth

This company provides an artificial intelligence platform for direct indexing and automated tax-loss harvesting to individual retail investors.

Quellos

This fintech firm provides investment management and financial services to corporate and institutional clients.

Facet Wealth

This company provides subscription-based financial planning and investment management services through a digital platform for individual consumers and employees.

Mission Wealth

This firm provides financial planning and investment management services to high-net-worth individuals, families, and institutions.

Wealth Enhancement Group

This firm provides financial planning and investment management services to individuals and businesses.

Indyfin

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

MAI Capital Management

This firm provides investment management and financial planning services to high-net-worth individuals, families, and professional athletes.

Facet

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