Edgehelm Financial

Edgehelm Financial offers a personal guide to business, family office, and wealth management. The company was established in Nashville, Tennessee, USA.

Innovation Partners Capital

Innovation Partners Capital offers wealth management, venture capital, and private equity. The company was founded in 2008 and is headquartered in Singapore.

Acupay

Acupay is a provider of cross-border finance, securities processing and tax relief services.

Stewardship Legacy Coaching

Retirement Concepts of America

FNZ Group

FNZ is an England-based fintech platform that offers wealth management solutions for financial institutions.

Envestnet

Envestnet is a Pennsylvania-based fintech platform that offers solutions such as wealth management, tax planning, and analytics for financial advisors and institutions.

YES BANK

YES BANK is an India-based financial institution that provides personal and commercial banking products and services for individuals and businesses.

YieldStreet

YieldStreet is a New York-based alternative investment platform that allows individuals to invest in assets such as multi-class funds and structured notes.

Axis Bank

Axis Bank is an India-based financial institution that offers personal and commercial banking services for individuals and businesses.

NFP

NFP is a New York-based financial institution that provides services such as wealth management and insurance consulting for individuals and businesses.

SmartAsset

SmartAsset is a New York-based fintech company that provides asset management, retirement planning and related financial advisory services for individuals and businesses.

MobiKwik

MobiKwik is an India-based digital wallet that offers solutions including mobile recharging, electricity bill payment and money transaction for individuals and businesses.

ETON Solutions

ETON Solutions is a UAE-based cloud platform that offers services such as fund accounting, data management, tax planning and report customization for the financial industry.

Hugo Save

Hugosave is a digital companion empowering any generation to spend, save, and invest confidently, effortlessly and sustainably through an inclusive and easy to understand Wealthcare® journey., Purpose: Hugosave exists to bring financial wellbeing to everybody through Wealthcare®. Mission: Help everyone develop healthy financial habits where they spend smarter, save more, and grow their wealth faster. Fintech | WealthTech | Phone app Vision: Build financially healthy &a; thriving communities

Wint Wealth

Wint Wealth is an India-based fintech platform that enables users to invest in bonds.

M1 Holdings

M1 is a personal finance platform made for the modern era, uniting individual perspective with automated ease. Hundreds of thousands of investors have taken control of their long-term wealth with M1 and have already trusted us with over $6 billion of assets. As the Finance Super App™, we empower financial well-being with all the tools to invest, borrow, and spend: low-cost borrowing, high interest checking, and high cash back Visa® debit and credit card rewards. M1 has 35,000+ 5-star customer reviews on the App Store and Google Play and has been recognized as a top app for investors: Investopedia’s 2022 Best for Sophisticated Investors and Best for Low Costs, Money’s 7 Best Robo-Advisors 2021, Yahoo!’s Best Free Trading Platforms in 2021, and The Ascent’s (Motley Fool) Best Investment Apps for 2021. The company was also named one of CB Insights’ Top Fintech Companies of 2021. Find out more at m1.com.

Facet

Facet Wealth is a Maryland-based fintech platform that provides solutions such as financial planning and investment advisory for individuals and businesses.

Casa

Casa is a South Carolina-based blockchain self-custody platform that allows users to buy and secure bitcoin.

Scripbox

Scripbox is an India-based wealth management platform that allows users to invest in mutual funds and fixed deposits.

Arch

Arch manages private investment operations for leading investors and investment advisors, reinventing private portfolio management through a digital solution that replaces traditionally paper based processes.

Secfi

Secfi is a wealth management platform that provides stock valuation, forecasting and equity planning solutions to shareholders.

Lendtable

Lendtable is a California-based fintech platform that provides solutions such as financial assistance and 401k support for employees.

Kristal

Kristal is a Singapore-based AI-enabled digital wealth management platform that provides solutions such as financial advisory and asset management for investors.

Captrust

CAPTRUST is a North Carolina-based advisory firm that offers services such as wealth planning, investment management, and tax preparation for individuals and businesses.

MoneyFarm

MoneyFarm is an England-based digital wealth management platform that offers solutions such as investment strategy, asset allocation and automated advisory for businesses.

Insigneo

Insigneo is a Florida-based wealth management firm that provides services such as investment advisory, market research and cash management for investment professionals.

Getquin

Getquin is a Germany-based fintech platform that offers solutions such as digital investment advisory and ETF portfolio management for investors.

Coinpanion

Coinpanion makes investing in digital assets such as cryptocurrencies, NFTs, and DeFi products as easy as investing in stocks with ETFs.

CapIntel

CapIntel is a Canada-based fintech platform that provides solutions such as fund analysis, workflow optimization and data integration for financial advisors.

Catch

Catch is a Massachusetts-based fintech platform that provides solutions such as health insurance, retirement savings and tax automation for freelancers.

Anfin

Anfin is a Vietnam-based fintech platform that offers proprietary stock trading solutions for investors.

Dezerv

Dezerv is an India-based invest-tech platform that offers solutions such as financial planning, startup investment, and wealth management for businesses.

BITE

BITE is an England-based financial technology platform that offers services such as alternative investment and private market strategies to investors and advisors.

Redemtech

Kapital empowers SMBs with a tech-banking platform giving visibility and control of their treasury, and their employees

SoFi

SoFi is a California-based online lending platform that allows users to apply for student loan refinancing, mortgages, and personal loans.

Bondora

Bondora provides peer lending platform for borrowers and lenders to exchange financial services. 

Farther

Farther is a New York-based SaaS platform that offers wealth management solutions for individuals and businesses.

LIQID

LIQID is a Berlin-based digital wealth manager focused on affluent private clients. For a fraction of the traditional minimum investment, it offers its clients digital access to investment strategies and opportunities previously available only to high-net-worth and institutional investors. In addition to tailored wealth management from € 100,000, this includes professionally curated portfolios of top quartile private equity, venture capital and real estate funds from € 200,000. For the last four years, the company has been named Germany’s best wealth manager by the country’s leading business monthly, Capital*. As of early July 2021, LIQID manages in excess of € 1.4 billion (US$ 1.7 billion) for its clients. The company is backed by investors including LGT, Toscafund Asset Management, HQ Trust, Project A and Dieter von Holtzbrinck Ventures. *Please find more information on the Capital-Test here: https://www.liqid.de/awards

Boosted.ai

Boosted.ai is a Canada-based AI platform that offers solutions such as portfolio optimization and stock screening for the financial industry.

Akulaku

Akulaku is an Indonesia-based fintech platform that offers solutions including digital banking, consumer credit and insurance brokerage for individuals and businesses.

Boast

Boast.AI is a fintech platform that helps companies identify, claim, and finance R&a;D tax credits and government incentives. Boast.AI has helped more than 1,000 companies across the US and Canada get over $200 million. Boast.AI&s;s mission is to help innovators change the world and become successful. To serve its mission, Boast also supports a community of innovators that brings leaders from the fastest growing companies to share learnings on building, growing, and scaling companies via weekly webinars, regular meetups, and conferences.

SwissBorg

SwissBorg is a wealth management company that offers crypto investment solutions for trading purposes.

Clarity Money

Clarity Money is a mobile-based application that helps to manage the personal finances by harnessing the machine learning and provide insights.

UNest

UNest is a California-based fintech platform that helps parents to invest and save for their kids future.

Atlantic Capital Bank

Atlantic Capital Bank is a financial institution that provides personal and commercial banking products and services to individuals and businesses.

IIFL Wealth

IIFL Wealth is an India-based financial firm that provides services including investment management and estate planning for individuals and businesses.

Sarwa

Sarwa is a Dubai-based fintech platform that offers solutions including automated investment and advisory for investors.

GeoWealth

GeoWealth is an Illinois-based asset management platform that offers solutions such as performance reporting, billing and portfolio accounting for advisors.

Covr

Covr is an Idaho-based digital insurance platform that offers life insurance plans for individuals.

Delio

Delio’s technology, expertise and network power the private market strategies of the world’s most respected financial institutions. We offer uniquely configurable solutions that create, scale and streamline how firms connect their clients with the most desirable alternative investments.

First Citizens Bancshares

First Citizens Bank is a North Carolina-based financial institution that provides personal and commercial banking products and services for individuals and businesses.

Uprise

Uprise is building wealth management for all - bringing the tools and the tricks of the 1% to everyone :). The company was founded by Chris Goodmacher and Jessica Chen Riolfi.

Savart

Savart is an international investment advisory &a; technology company headquartered in Hyderabad, India. At Savart, it is our passion to help investors achieve out performance with investments in stock, mutual fund and bond investments in India &a; abroad.

Rabobank

Rabobank is a Netherlands-based financial institution that provides personal and rural banking products and services for individuals and businesses.

Bambu

Bambu is a leading global digital wealth technology provider for financial institutions. We enable companies to make saving and investing simple and intelligent for their clients. The cloud-based platform is powered by our proprietary algorithms and machine learning tools. The company serves over 20 financial institutions globally. Founded in 2016, Bambu is headquartered in Singapore with a subsidiary in the United Kingdom and the United States and EMEA representatives.

Kuvera

Kuvera is a wealth management platform that offers mutual fund selection, goal planning, tax optimization and portfolio rebalancing solutions.

Shanghai Lujiazui

Lufax is an online platform that offers P2P lending, financial asset transaction and wealth management solutions for individuals and businesses.

Harness Wealth

Harness Wealth is a New York-based wealth management firm that provides retirement planning, financial advisory and related services for individuals and businesses.

Nucoro

Nucoro is an England-based wealthtech platform that offers solutions such as wealth management, automated investing and stock-trading for financial institutions.

CAN Capital

CAN Capital is an online lending platform that provides short and long-term loans for small and medium-size businesses.

Envel

Envel is a financial services company that specializes in the fields of consumer banking, fintech, money management, and wealth management. It features and an autopilot software platform that uses the power of Artificial Intelligence to guide your finances in real-time. Envel has developed patent-pending AI banking tech to help take care of personal finances 24/7 in a way that benefits the user’s pockets and not the middleman. The company&s;s unique behavioral science-driven technology formulates and implements the best savings and spending model for its customers to ensure there is little unnecessary spending. Through its Envel Money Management System, each user&s;s Spending DNA™ is defined and tracked by a system that learns individuals&s; habits over time and automatically adjusts account splits and friction accordingly. Envel is initially geared towards helping keep college students cash in check, and aim to eventually help more than one million college students get out of debt.

XENO

XENO is a financial firm that provides investment management services for individuals and businesses.

HighTower

HighTower Advisors is a financial services firm that provides fiduciary financial planning, wealth management and investment services.

Onevest

Onevest is a New York-based crowdfunding platform that connects early-stage startups with accredited investors for their business development.

Finary

Finary is a France-based fintech platform that provides solutions such as portfolio tracking, wealth management and asset allocation for investors.

EquityMultiple

EquityMultiple is an online platform that offers commercial real estate investment services.

Quantifeed

Quantifeed is a Hong Kong-based wealth management platform that provides investment and asset administration solutions for financial institutions.

d1g1t

D1g1t is an Ontario-based wealth management platform that offers is institutional-grade analytics, risk management and related solutions for advisers and investors.

FarmTogether

FarmTogether is a Delaware-based farmland investment platform that allows users to directly invest in institutional-quality farmlands in United States.

CogniCor

CogniCor is a Delaware-based SaaS platform that provides solutions such as AI-driven wealth management assistance and data monitoring for the asset management industry,

Iris

Goalwise

Goalwise is an online wealth management platform that allows users to buy and invest in direct mutual funds.

Janus

Janus is leapfrogging the low-code, no-code solutions of today by developing a vertically integrated process improvement platform to revolutionize the way healthcare is worked.

First Foundation

First Foundation provides integrated investment management, wealth planning, consulting and banking services.

CITEC

CITEC is a WealthTech B2B startup that offers personalized portfolio management and rebalancing technology to online brokers, wealth and asset managers. We have built a Cloud AI layer with advanced analytics solutions to help our customers offer scalable customization, create great digital experiences and reduce costs. Finally, thanks to our Cloud based API as a service we can significantly reduce implementation time, development cost, and data &a; infrastructure cost. Also, we have an E2E platform for retail clients with one of the many use cases that can be reached with our technology.

InvestSuite

InvestSuite is a Belgium-based fintech platform that provides solutions such as wealth management and portfolio optimization for the finance industry.

Wealth

Wealth is an Arizona-based digital estate planning platform that enables users to create, manage and visualize estate plans.

TNG FinTech

TNG Fintech is a digital wallet operator that offers electronic payment, money transfer, fund deposits, cryptocurrency trading and remittance solutions.

InRento

Inrento is a Lithuania-based Saas platform that allows users to invest in rental properties.

Edquity

Edquity is a New York-based cash administration platform that offers solutions including emergency aid management and rental assistance for institutions.

Ride

High taxes prevent you from building wealth. Whether it&s;s shares, derivatives such as options, futures, CFDs, etc. or real estate - we enable tax-optimized investing by means of an asset-managing GmbH. With our own software, partnerships with tax advisors and brokers as well as digital tools, we support you in founding and managing your own GmbH. We focus on the real return after costs and taxes.

AMA

AntMoney is an Embedded finance platform. Ant Money helps people open investment accounts with its embedded finance functionality with Robo-Bumpers™ through Ant Money Advisors, LLC.

PureFacts

PureFacts is a Canada-based wealth management platform that offers solutions such as enterprise reporting and billing for the financial services industry.

Cowrywise

Cowrywise is a fintech firm that provides financial planning, investment and wealth management solutions for individuals and businesses.

Tillit

Tillit is a DIY investment platform for retail investors offering funds across regions, asset classes, and styles. The company is built and backed by investment specialists who believe that the success of long-term investing lies in funds. With a clean design, a user-friendly interface, and engaging content, we empower people to make more informed investment decisions. We want people to stop trading and start investing.

Practifi

Practifi is a business management platform that allows financial advisors to manage their client relationships, monitor and automate workflows.

WiseBanyan

WiseBanyan is an equity investment firm that provides automated investment management and financial advisory services.

Capitalise

Capitalise is the innovative and magical way that lets you use natural language to make your investment ideas come to life. Capitalise simplifies the investment process by taking simple words and converting them into executable and optimized investments. We bridge between the simplicity of common words and the complex world of automated trading. Capitalise delivers portfolio management automation based on written investment scenarios. With Capitalise you can instantly optimize your investment ideas to analyze, predict and improve investment performance.

Liquide

Liquide is an on-demand investment advisory platform for stock investors. Liquide aims to simplify stock investing for the less savvy investors by giving a definitive solution to all stock investing woes. It rides on existing brokerage accounts to get all the essential context and employs cutting-edge analytics to deliver high quality advisory. Their services include portfolio analytics, on-demand research report, stock suggestions and small cases. Liquide is registered as an Enterprise Research Analyst with SEBI, India. https://liquide.life/

WeInvest

WeInvest is a robo-advisory firm that provides digital wealth management services for banks, asset managers and insurance companies.

Enzo Digital

Enzo is a financial technology company that caters to spending and wealth optimization platforms.

b1BANK

b1BANK is a Louisiana-based financial institution that offers services such as commercial and personal banking products for businesses and individuals.

PPmoney

Guangzhou Wanhui Jinkong Technology owns and operates an online peer-to-peer lending platform. Developer of a peer-to-peer lending platform for individual investors and borrowers. The company&s;s platform PPmoney provides information intermediary services to solve the problem of traditional financing, creating wealth value for individual investors and enabling borrowers to get loans in a more convenient way.

Cube

Cube Wealth develops a SaaS-based platform that offers digital wealth management services for investors.

Wealthfront

Wealthfront is a California-based digital platform that offers solutions such as automated investment management and financial advisory for individuals and businesses.

TribeVest

A subscription online platform that makes it 10x easier for investor groups to collaborate, formalize, bank, pool capital, and buy private investments together. Common financial goals include Single-Family Rental real estate and Vacation Homes. The team is based in Columbus, OH, and led by seasoned entrepreneurs with deep expertise in marketplaces and payments. Travis Smith (Enterprise Payments @ Jack Henry), Zach Bowers, (FuelDrop, Founder), Josh Wilson, Larry Scott (ScriptDrop Founder), Kerry Dixon, Ph.D. (OSU, Professor), and Pete Kight (CheckFree, Founder/CEO $4.5B exit to Fiserv)

Yomoni

Yomoni is a financial technology company that develops online banking and wealth management solutions.

FINVIA Family Office

FINVIA Family Office develops a technology platform to manage assets efficiently and independently. FINVIA Family Office combines excellent advice and tried-and-true family office services with the capabilities to make modern asset management at family office level accessible to a much larger target group. FINVIA Family Office takes a comprehensive approach to asset management, taking into account all of the client&s;s concerns about their assets and providing them with access to all asset classes, including alternative assets.

Muvin

Muvin is an India-based fintech platform that provides solutions such as online banking and money management for teenagers.

Circleblack

CircleBlack is a New Jersey-based wealth management platform that offers solutions including performance reporting and portfolio tracking for financial advisors.

Marstone

Marstone is the leading, independent provider of enterprise-ready, digital wealth management solutions. Powered by Marstone™, our fully customizable and turnkey platform, enables banks, investment advisors, and financial institutions of all sizes to acquire and retain clients who seek straightforward digital advice for investing. A tool for digital transformation, its fully paperless workflows enable back-office efficiencies.

Acorns

Acorns is a California-based fintech platform that provides micro-investing and robo-investing solutions for individuals.

Freetrade

Freetrade is an England-based digital trading platform that offers automated investment management and financial brokerage solutions for individuals and businesses.

Artivest .

Artivest is an online platform that provides alternative private equity and hedge fund investment solutions to investors and financial institutions.

Cassini Systems Limited And Cassini Systems

Cassini Systems, founded in 2014, is an innovative financial technology company with teams based in both US and UK. The founders and key personnel have extensive backgrounds in creating new and innovative financial technology and strong experience serving the asset management, hedge fund and investment banking communities. Since 2014 they have been developing a comprehensive and cohesive set of solutions to address the challenges now facing asset managers and hedge funds trading derivatives. Their growing team now numbers 16 and has over 300 years of combined experience.

Wealthify

Wealthify is an online robo-advisory platform that allows users to build and manage personal investment plans and savings account.

Trustate

Losing a loved one is hard enough. The administrative work that comes along with it shouldn’t be. Trustate is an end-to-end estate administration platform that uses “tech + touch” to help lawyers and wealth managers help their clients quickly and efficiently settle the estate of a deceased loved one.

Human Interest

Human Interest is a California-based fintech platform that provides retirement planning solutions for small and medium-sized businesses.

WealthDesk

WealthDesk is an India-based investment technology platform that enables users to invest in stocks and exchange-traded funds.

Seeds

Seeds is a New York-based fintech platform that provides solutions including investment process streamlining and client engagement for financial advisors.

Koshex

Koshex is an India-based fintech platform that offers solutions such as budgeting, expense tracking, and customized investment for individuals.

Passiv

Passiv is a Canada-based fintech platform that provides solutions such as portfolio management and data analytics for retail investors.

Ramify

Ramify is a wealth management platform that provides ETF, SCPI, and private equity recommendations, management, and selection. Ramify also enables users to manage their investments. Ramify is headquartered in Paris and was founded in 2020.

Bank of Georgia

Bank of Georgia provides retail and personal banking products and services through 272 service centers and 933 ATMs. They offer a broad range of retail banking, corporate banking, and investment management services. To improve the service and provide better information when communicating through social networking and process the data.

Waterfield Advisors

Waterfield Advisors is an India-based wealth management firm that offers solutions such as financial advisory, estate planning and investment management for individuals.

IIFL Finance

IIFL is a financial institution that provides wealth management, mutual funds, and loan processing services for individuals and businesses.

PictureWealth

PictureWealth is a financial services company that specializes in providing the financial data's of companies in the form of a picture.

Kurtosys

Kurtosys develops a cloud-based digital experience platform that allows marketers to orchestrate financial data and documents.

Vitamin

Vitamin is a startup which set out to enable a strong financial future for all women.

Pynk

Pynk is an AI-based fintech platform that provides stock prediction solutions for individuals and businesses.

Wealthyhood

Wealthyhood is the first DIY wealth-building app for long-term investors. We guide long-term investors to build their wealth over time by intelligently investing their money the way they want, with fewer fees. Wealthyhood provides the perfect mix of personalisation and automation so that even beginner investors can navigate the stock markets and put their money to work for them, like the top-1%.

Wellington-Altus

Wellington-Altus is a provider of wealth management, asset protection and investment consulting solutions for individuals and businesses.

Midland States Bank

Midland States provides loans, mortgages, lending, insurance planning, and wealth management services for individuals and businesses.

55ip

55ip is a fintech company that provides investment strategy, analytics and automated tax management solutions for financial advisors.

Pivo

Pivo is a Nigeria-based fintech platform that offers solutions such as transaction management and payment reconciliation for the supply chain industry across Africa.

United Capital Financial Advisers, LLC

United Capital offers wealth management and advisory services to individuals and corporate organizations.

PCC

Personal Capital is a digital wealth management company that offers financial analysis, portfolio allocation and tax optimization advisory solutions.

StashAway

StashAway is a Singapore-based digital wealth management platform that provides solutions such as investment management and retirement planning for individuals and businesses.

Logicly

Logicly is a New York-based investment analytics platform that offers solutions such as portfolio management and analytics for financial advisors and asset managers.

ForwardLane

Forwardlane is a provider of wealth and asset management, and commercial banking solutions for businesses and individuals.

The Beans

The Beans offers a software application platform that creates personalized cash flow plans designed for its users. The Beans is Simplifying the path to financial balance through design and technology so that people can focus on what they love.

Eko

At Eko we are making it possible for every FI to offer a digital investment solution. We are calling our white-label product &s;Investments as a Service&s;. We built it around the fact that more than 50% of Americans want to invest their money at their trusted financial institution. However, when a FI does not offer a digital investment product, this is only 1%.

Freeman Capital

DAYLI Financial Group

DAYLI Financial Group(DFG) is a leading Fintech company in Asia. The company provides data tech solutions, digital wealth management, and lead-generation services mainly through its three core divisions – DAYLI Intelligence(DI), Quarterback, and DAYLI Marketplace(DMP). DFG also has strategic investments that create synergies with the core businesses. Founded in February 2015, the company is headquartered in Seoul with offices in Tokyo.

Cooler Future

Cooler Future is a mobile-based fintech application that invests in weather forecasting companies.

Finizens

Finizens is a cloud-based platform that enables users to make passive investments on personal savings and retirement plans.

Responsive

Responsive is a Canada-based fintech platform that provides solutions such as AI-driven wealth consulting and data analytics for banks and private managers.

Arbor Fintech SL

Arbor is a 360 degree financial wellness platform helping users to save, invest and cut debt through an easy to use and free to download app. Our purpose is clear, to improve our users financial wellness. Arbor integrates with the user&s;s existing banks which means they don&s;t even have to change banks! Users create personal saving goals to enhance the saving, investment or debt freedom experience, tracking their progress effortlessly through the app

Rise Vest Technologies

Unlocking Foreign Investment Opportunities For Africans We’re a technology-driven finance company connecting everyday Africans with the best dollar-denominated investment opportunities around the world.

Doomoolmori

Doomoolmori develops and provides personalized, intelligent, and scalable AI investment solutions.

Expansion Capital Group

ECG is a provider of working capital financing solutions for businesses.

First Mid

First Mid-Illinois Bancshares provides community banking products and services for commercial, retail and agricultural customers.

Liveoak

Liveoak is a virtual transaction platform that offers customer engagement, collaboration and electronic signature solutions to businesses.

Avendus

Avendus is a financial services firm that provides investment banking, alternative asset and wealth management services.

Harvest Savings Wealth Technologies Inc

Harvest is a California-based fintech platform that provides automated digital advisory, micro-savings, and account opening solutions for the banking sector in the USA.

CWM

CWM is a Nebraska-based financial institution that offers services including investment management and retirement planning for individuals and businesses.

Cashboard

CASHBOARD is Europe’s first and only curated marketplace for retail investment covering all asset classes and one of the fastest growing online wealth management FinTechs in Germany. While others just sell one product CASHBOARD offers an individually tailored portfolio with access to the complete market range of traditional (Daily Deposits, Stocks, Funds, ETF) AND the rapidly growing segment of alternative investment products (P2P Lending, SME Lending, Real Estate Crowdfunding, Precious Metals, Sustainable Investing etc.). Leading European FinTechs and notable banks already partner with CASHBOARD currently offering more than 6,500 investment products on the open technology platform. Retail clients benefit from the one-stop-shop solution which enables them to manage all their assets in a single account. For them the platform is completely free of charge except for a success-related performance fee. CASHBOARD is recognized as one of the 9 top wealth tech companies in Europe (2017) and one of the market-leading companies in Germany (Aixigo/Springer 2016). The team has received several notable awards including Europe’s highest endowed startup prize – the SevenVentures Pitch Day from NOAH London worth €4m TV media and is backed by top-tier international VC’s including 500 Startups, Earlybird, Digital Space Ventures, Redalpine, ProSiebenSat.1 and more.

Alkanza

Alkanza is a global B2B SaaS platform providing leading financial institutions with a suite of automated advisory products to better serve their end customers. Alkanza differentiates with a asset-agnostic asset allocation methodologies powered by artificial intelligence and machine learning. This allows Alkanza the flexibility to enter nearly any capital market and utilize market securities and/or the proprietary mutual funds offerings of our partners. Alkanza&s;s Behavioral Science team powers an omni-channel engagement engine, allowing for personalized messaging and notification. Alkanza extends these capabilities via web and mobile applications to serve consumers or advisors. The company also has a Corporate offering to support the use case of corporate treasurers. Alkanza serves a wide range of financial institutions - Banks, Brokers, Asset Managers and Insurance companies. Alkanza has partnerships in EMEA, Asia and Latin America.

Awabah

Monetary Metals

Monetary Metals is an exploration firm that develops, produces and commercializes gold and mineral properties.

Getvault

Vault is a financial technology company that allows retirees to automatically invest their part of paycheck into retirement funds.

T8

T8 is powered by a fully integrated European digital banking platform. T8 complies with the European Communities (Electronic Money) Regulations 2011 and the General Data Protection Regulation. T8 was established in 2020 by John Eyres and Mark Duncan in London, England.

Indyfin

Indyfin reimagines how individuals find, evaluate, and communicate with independent financial advisors. In addition to geography, it also analyses aspects of personality, risk profiles, and occupational backgrounds. Indyfin matches users with an advisor who has the specific expertise to help them achieve their financial goals.

Flanks

Flanks is a Spanish company specialized in providing comprehensive solutions of high added value based on financial data and focused, for the moment, on the WealthTech, InsurTech and ERPs industry.

Tontine

Tontine Trust has been dubbed by incumbents as the world&s;s 1st RetireTech. We are the pioneers of new lifetime income pensions/annuities which studies show enhance your pension wealth by 87% with zero added risk. 60% of baby boomers fear running out of money more than dying according to the WSJ. Our products don&s;t just eliminate the risk of running out, they transform the wellbeing of the retiree. The benefits for individuals, society &a; governments are so clear that the OECD recently passed Legal instrument 0467 which compels governments to convert existing drawdown pensions such as 401k&s;s &a; IRAs to lifetime income tontine annuities.

Cape Cod 5

Cape Cod 5 is a Massachusetts-based financial institution that provides personal and commercial banking products and services for individuals and businesses.

Mon Petit Placement

Mon Petit is a web and mobile-based platform that allow users to discover investment products.

Agreement Express

Agreement Express is a Canada-based onboarding automation platform that offers solutions such as risk scoring, compliance, and business analytics for financial institutions.

BetaSmartz Global Pte Ltd

BetaSmartz is a B2B investment SaaS platform with expertise at the centre of technology and financial services offering a complete suite of fully customisable white-labelled turnkey digital and automated back, middle and front office solutions to financial institutions. BetaSmartz was founded by John James in September 2015. The company is headquartered in Singapore with subsidiaries in Australia, Asia, the US and Europe.

Lifeworks Advisors

Lifeworks Advisors is a Michigan-based advisory firm that offers services such as personalized investments and financial planning for individuals and businesses.

Nutmeg

Nutmeg is an England-based digital wealth management platform that allows individuals and businesses to manage and invest in equities and mutual funds.

Elphinstone

Upside Saving

Upside Saving has developed an open banking-enabled marketing platform which connects retail brands with consumers by offering personalised cashback. Upside&s;s technology enables retailers to deliver personalised cashback offers to consumers where they already are: inside their banking apps, savings apps, even fan club apps. The consented comprehensive spending data from its users, enables retailers to deliver relevant offers at scale, by understanding their full share of wallet with other competitive brands. Retail partners of Upside include Footlocker, Boohoo, Zalando and many more.

Tianfeng Securities

Tianfeng Securities provides investment banking products and services primarily for institutional and individual clients.

Totum Risk

Totum Risk is a Colorado-based risk tolerance questionnaire platform that provides solutions such as portfolio analytics and risk capacity for the finance industry.

YieldX

YieldX is a Florida-based fintech platform that offers solutions such as asset and fixed-income portfolio management for the wealth management industry across the globe.

WealthApp

WealthApp, realizes the constraints of the working professional and is built so that they spend only the absolute necessary amount of time on the portal and continue on with their schedules. They know that you don’t have time to waste, so let’s get right to it.

FinMarie

FinMarie is the first financial platform in Germany that’s built by and for women, focused on helping women begin their journey in investment and financial strength. Backed by High-Tech Gründerfonds and Wallstreet:Online AG, the company combines education, technology and customised solutions to help women bridge the gap and begin to build investment and financial security.

Bank of Travelers Rest

Bank of Travelers Rest is a financial institution that offers deposits, savings, loans, lending, mortgages, and online banking services.

Velexa

Velexa’s investing technology platform empowers financial institutions and disruptive players to capitalise on the demand for modern and ubiquitous investing solutions by new-generation investors.

Uwharrie Bank

Uwharrie Bank is a provider of commercial and personal banking products and services for businesses and individuals.

Rosecut Technologies Ltd

Rosecut is a wealth-management firm that provides investment strategy and risk management planning services for individuals and businesses.

yingmi.cn

yingmi.cn is a wealth management and fund sales service provider company.

Par8o

The current healthcare crisis is a uniquely American challenge and ultimately will be solved with a uniquely American solution. The most simple of solutions has yet to be attempted. We believe healthcare is best managed by direct collaboration between patients and the physicians providing their care.

Par8o

Par8o is a Massachusetts-based SaaS platform that offers patient referral management solutions for healthcare providers.

EQIS Holding, Inc.,

EQIS is an asset management platform that offers automated administration and portfolio management solutions to financial advisors.

KRIPTO

KRIPTO is a package of complex knowledge presented with an easy-to-use interface. An automated trading platform for cryptocurrencies that enables you to minimize loss, create profit and move money from one exchange to another without banks. KRIPTO connects various bitcoin or cryptocurrency exchanges in one platform. It monitors the prices 24/7 looking at the price differences between exchanges. Interface will automatically display the best tradable opportunities in realtime. Users just pick the preferred conditions and their platform will automatically create money for them or move money from one exchange to another. Results of trades are also always visible before trades happen so you get predictability. They target 2 segments private traders and broker houses.

Positivly

Sootchy

Sootchy is a California-based company that offers financial products and services to eradicate loan debt for school and college students.

Arkera

Arkera is an artificial intelligence platform that helps in investment decisions to increase the revenue of businesses.

Froots

Froots.io is an online wealth manager that helps people to afford things that are considered for the lucky few. Whether one aspires an early retirement or a top education for their children, froots helps them to achieve their long-term financial objectives by tailoring a goal based .

Peculium

Since 2017, Peculium has strived to bring advanced wealth management services to the world of digital assets.

TRB

TRB is a Texas-based financial firm that provides services including savings accounts, loans, mortgages, credit cards and online banking for individuals and businesses.

the prosperity company

The Prosperity Company is an England-based insurance company that offers services such as retirement planning and wealth management for individuals and businesses.

Mwrbank

Midwest is a provider of personal and business banking services.

Evans Bancorp Inc

Evans is a financial holding company that provides commercial and personal banking services for individuals and businesses.

WNEB

WNEB is a Massachusetts-based financial firm that provides savings accounts, loans, mortgages, credit cards and related services for individuals and businesses.

JustFA

JustFA is a comprehensive advice &a; investment platform. With JustFA, financial advisory firms in the UK can add online sales and servicing channels to become hybrid advisers and widen their customer base, improve efficiency and, ultimately, increase the longevity and value of the business. JustFA combines proprietary technology for streamlined digital workflow with custody and investment management. We designed the technology to address the tremendous impact of intergenerational change on the sector and rapid growth of platforms’ assets, thereby targeting the £2 trillion market opportunity. The team brings together individuals with vast experience in investment management, enterprise-level software development, financial advice and investment platform services, from companies such as JPMorgan, Credit Agricole, Succession Wealth, UBS, Credit Suisse, Vodafone, IRESS and several start-ups.

1fs Wealth

1fs Wealth helps businesses in decision-making through efficient use of data and innovative technology. 1fs Wealth was founded in 2019 and was headquartered in Richmond, England.

Grupo GCB

Xiaobangguihua

Xiaobangguihua is a financial firm that offers wealth management and insurance consulting services for businesses.

Central Bank of Houston

Central Bank is a community bank that offers personal banking, business banking, and virtual banking services. Their goal is to be close to customers so they can respond quickly and effectively to their financial needs. Central Bank wants customers to feel that banking with them is easy and that a valuable, lasting relationship has been created.

PaxFamillia

PaxFamillia is a Belgium-based wealth planning platform that provides custom reporting, tax management and related solutions for financial advisors.

AdvisorEngine

AdvisorEngine develops a cloud-based wealth management platform that provides portfolio management solutions to financial advisors.

Compound Asset Management, Inc.

Compound is a financial platform that allows individuals to invest in real estate properties.

Additiv

Additiv is engaged in the design and development of business models for the financial sector.

Elinvar

Elinvar is a Germany-based fintech platform that provides solutions such as wealth management and data analytics for individuals and businesses.

Theworkingworld

INOVALIS

Inovalis is an online platform that offers real estate, investment, wealth and financial assets management services.

Elva

Elva provides an employee benefit focused on Financial Wellbeing. A broad and complicated topic, elva tailors the users experience to deliver the most relevant service to each employee. We bridge the gap between education and Financial products. Afterall, knowledge with action will not deliver financial security. By combining AI driven content coupled with online real life coaching, Elva helps employees understand their money habits and their financial situation. We then partner with Best-in-class product providers to deliver a complete Financial Wellbeing service.

Northern Trust

Northern Trust is an Illinois-based financial institution that offers services including asset servicing and investment management for individuals and institutions.

Aspiriant

Aspiriant is a wealth management firm offering investment management, financial planning and family office services for individuals and corporations.

CoPower

CoPower is an online marketplace that focuses on investing in the clean energy sector.

AlphaSwap Ltd

AlphaSwap is reinventing the traditional investment management model with its community-driven Data-as-a-Service. AlphaSwap&s;s community of investment talent generate equity investment ideas backed by research, and AlphaSwap algorithmically selects the best ideas based on voting and track record. We help our customers (investment platforms, allocators, asset managers) create innovative products and improve performance. AlphaSwap offers customers 2 products: Ideas and Talent. A significant part of the fees we receive are paid out to successful idea generators, ensuring an aligned-interests ecosystem while enabling our global community of analysts to monetize their investment ideas and create track records.

WealthHub Solutions, LLC

WealthHub Solutions provides cloud-based software platform for fiduciary management that includes workflow, client management and task scheduling.

Livetopic

Livetopic is a online algorithmic advisor that performs a detailed and independent analysis of the economic and financial situation of a person. Our automated consultant analyzes your situation to show your degree of protection and what to do in case of retirement, disability, widowhood, orphanage and sick leave. And best of all, you can view your analysis comfortably from anywhere, without having to make endless views to a consultant. We give you your financial passport, unique and non-transferable, which defines your current financial situation and forecasts for the future. Without marks, without compromises. The passport will contain useful information so that you look to the future with peace of mind and the best selection of offers.

Simple

We’re a next-generation knowledge provider for family offices and private investors to help them professionalize and be future-ready. Our team of bright people dotted around the globe craft simple solutions for the complex scenarios that businesses are faced with every day.

Xiao Ying Licai

PB&a;T Bank

PB&a;T Bank is a commercial banking company providing reliable financial services to individuals and businesses. It also offers saving accounts, loans, cards, and mobile banking services. The company was established in 1889 and is based in Pueblo, Colorado, USA.

Fisecal

Fisecal offers the first and only automated financial planning software for financial coaches, producing full financial plans in seconds.

Further Finance

Further Finance is an England-based investment platform that allows investors to access VC funds.

Leve

“Leve” is a polysemic word in Portuguese that means both “light” in the sense of weightless, and “carry” in the sense of taking it with you. Both meanings encompass Leve’s mission: to bring lightness to personal investments, democratizing and demystifying the digital investment market in a simple and didactic way, with you anytime and anywhere. We are an early-stage Wealthtech startup based in Rio de Janeiro, Brazil, using the latest in financial technology and decentralized finance to build a new concept of investment App, focused on financial education and made for newcomers in the digital assets investment market. Sign up at: https://leve.app.br/

Spyder

Traden, Inc.

Tradën offers an online social platform which also allows traders both new and professional. Connecting traders with other traders, whether new or professional everyone has the chance to earn an income from anywhere in the world. The social platform will allow traders to have their own story on a certain topic within the day trading industry, people can follow other traders and see all of that and also what recent profitable trades they&s;ve taken.

Jinxiezi

Jinfuzi is an online platform that offers private equity fund and wealth management solutions.

LZVCPA

We are Certified Public Accountants, Bankers, Lawyers, IT Specialists, Engineers, and Educators who are committed to go the extra mile and outside of the box to SOLVE any business problem that besets most businesses today. Our approaches are SIMPLISTIC, STRAIGHTFORWARD, and SMOOTH. We dedicate ourselves to enduring hours of in-depth analysis, research, investigation, and inspection to bring the best solutions to give our clients the best satisfaction.

Inveert

Fintech &a; Wealthtech

Wealthminder

Wealthminder helps financial advisors and individual investors to collaboratively plan for and reach the individual's long-term financial goals.

Lombard Odier

Lombard Odier is a Switzerland-based financial firm that provides asset management, investment advisory and private banking services.

BaseVenture

BaseVenture is an award-winning software company that develops innovative solutions in the areas of financial reporting, data visualization, and process management. BaseVenture works closely with fund managers, asset allocators, and fund administrators to ​ improve investor satisfaction, automate their operations, and make smarter investment decisions.

Oriental Wealth

Wealth in Asia

Wealth In Asia offers wealth management, investment, tax, legal and financial planning advisory services.

Advicefront

Advicefront is an investment experience platform that helps financial advisors to collect and organize data and deliver personalized advisory services.

Tuttle Ventures, LLC

Investment Management Services. We invest so you can do the rest. Our clients come first. We provide guidance and valuable insights for you to reach your investment goals. A registered investment advisor based in Southern California.

Botin

Digital Broker App of U.S Securities for Latin Americans

Pritle.

Pritle (now Binck Forward) is an online wealth manager that allows its users to easily set and track goals, such as their retirement, a child’s education, or a trip around the world, within a specified timeframe. It enables clients to define an individualized client profile on the basis of which a customized portfolio of funds is created from asset managers, such as BlackRock, Vanguard, and StateStreet. The Pritle initiative was initiated in February 2013 by banker Thomas Bunnik. In 2014 it established its first holding company based in Amsterdam, The Netherlands. Pritle was acquired by BinckBank NV in April 2017.

Financial Gravity

Financial Gravity offers integrated tax, business and wealth management solutions for small to mid-sized businesses.

Wealth8

DB Menos

DB Menos it’s a debt settlement platform created to help people with problems of over-indebtedness &a; who can no longer pay their debts, providing legal &a; financial advice.

Hemista

Xillion

Wealth management platform for everyone. We also invented Money Score to be a companion to Credit Score. Money score captures how well do you manage your own money just as credit score captures how well you manage the money you borrow.

StarTalers

StarTalers is a financial advisory firm for women that provides portfolio management, investment strategy and wealth advisory services.

Pensionera.se

Pensionera.se är en effektiv marknadsplats för pensionen. En marknadsplats där kunden får ökad transparens, oberoende rådgivning och har möjlighet att flytta sitt kapital till bättre lösningar.

ResonanceX

ResonanceX is a developer of wealth management platform that enables investors to design, price, and trade structured investments.

IQ-EQ

IQ-EQ is a Luxembourg-based consulting firm that offers services such as compliance, administration and advisory for investors.

Short Financial Network

Short Financial Network is a provider of short-term investment and financing services for businesses in China.

Captex Bank

Captex Bank is a provider of personal banking, wealth management, safe deposit boxes, loans, and business banking-related services. The company was founded in 2016 and is based in Fort Worth, TX.

Finnovate Financial Services

Finnovate help families prudently manage personal finance i.e. investments, insurances, budgeting, loans, tax, and succession.

Suntime2003

Suntime is a data analysis and earnings forecast service provider for the financial industry.

NewBanker

The core founding team of Beijing Niubitou Science and Technology Consulting is composed of senior managers of well-known Chinese wealth management companies and provides information, research, technology, capital and resources for wealth management companies and financial advisers Comprehensive support services.

Level Capital, LLC

Level Capital they provides vertical financing to builders and investors for the construction of pre-sold or spec single-family homes, townhomes, and small multi-family projects.

SWIG

IRDI

Planswell

Planswell is a cloud-based financial planning company that offers insurance protection and client management solutions to banks and investment firms.

Australia and New Zealand Banking Group

Australia and New Zealand Banking Group Limited provides online banking services to individuals and businesses.

Vinovest

Eczodex

Eczodex is launching the first asset-backed token that accepts real-world assets and crypto as collateral. The token establishes the foundation of the first seamless integration between the worlds of traditional finance and decentralised finance (DeFi), enabling investors to unlock $trillions of additional capital, utilising their assets as collateral. We are about to open our funding round.

Draftapp

Draft offers a modern suite of analytics and communication tools built to help wealth advisors win and retain assets. With their new tool, Draft Insights, an advisor is able to quickly and securely gain access to account data and analyze the holistic portfolio of a client or prospect regardless of where the assets are held. Draft Insights is designed to surface opportunities for the advisor such as high fees, unnecessary risk, poor performance, diversification gaps and low quality products. The advisor can use this actionable insight to win new clients suffering from poor portfolio management, or to build trust with existing clients. Since Draft was built to analyze millions of portfolios simultaneously, Draft Insights offers even greater potential for financial institutions at scale across an entire user base. The proprietary technology can analyze data for advised accounts or leverage data from aggregation services like Yodlee and ByAllAccounts. Compelling use cases include: DoL fiduciary compliance and liability analysis, targeted and automated marketing campaigns, and integration with customized portfolio checkup tools.

Curio Invest

Have you ever dreamed of owning a limited Ferrari, Porsche or Mercedes SLR before they went to auction? Unfortunately, these promising investments remain inaccessible to most of us. CurioInvest is building the future Fintech infrastructure for tokenizing assets. We are starting with collectible cars. This asset class has outperformed the S&a;P 500, gold and other indices since 2008. Our mission is to pioneer the adoption of distributed ledger technologies in the automotive sector. CurioInvest reinvents collectible car investments by tokenizing assets, eliminating high capital requirements. This allows more people to invest directly in the most lucrative market without costly middlemen involved.

Wealt

AgentRisk

AgentRisk is a web and mobile-based platform that offers wealth management services to businesses.

Huajing Group

HWAS Assets is a wealth management firm that offers financial products and services to individuals and corporates.

Ameriprise Financial Services, LLC

Ameriprise is a Minnesota-based investment firm that provides financial services and products such as insurance, annuities and card borrowing.

Canopy Pte Ltd.

Canopy is an online platform that offers account aggregation, portfolio analytics and client reporting solutions for financial institutions.

Wealth Dynamix

Wealth Dynamix is an England-based fintech firm that provides solutions such as client lifecycle management and due diligence for sectors including banking and finance.

Sycamore

Bonuo

Fronteer Solutions AS

Fronteer Solutions is a digital asset management firm that develops a platform for picking stock portfolios by using machine learning.

NatWest Group

NatWest Group plc, is a majority state-owned British banking and insurance holding company, based in Edinburgh, Scotland. The group operates a wide variety of banking brands offering personal and business banking, private banking, insurance and corporate finance.

DIVINA CAPITAL

Stock Target Advisor

Stock Target Advisor is a Canadian-owned company, located in Waterloo Ontario, Canada’s technology hub. Our mission is to democratize financial information to help investors across the world make informed investment decisions based on both what market analysts are saying, automated primary financial research, and crowdsourced wisdom. Our goal is to provide the same horsepower to our users which is only available with expensive and difficult to use financial platforms such as Bloomberg and Thompson Reuters, at a fraction of their costs with the ease of using a social networking app. Our engine has been backtested extensively and consistently outperforms the markets.

CarrotFi

Sheaff Brock Investment Advisors

DSAB Finserve

DSAB Finserve offers a one-stop shop for digital financial products by bridging the gap between consumers and financial institutions. DSAB Finserve was founded in 2018 and was headquartered in India.

Stars LLC

57 Stars is an independent asset manager focused on investing in primary and secondary private equity partnerships and co-investments in select markets outside of the United States, primarily in emerging markets.

Blueopes

Blueopes is a wealth management form that offers investment service providers with consulting services to make an impact on the society and environment. Blueopes offers services in lead generation, risk estimating, client onboarding, portfolio recommendation and rebalancing, impact calculation, and more. Blueopes was founded by Miklos Kovacs, Ferenc Szalai, Balazs Faluvegi, and Gergely Szanto in January 2016. It is based in Budapest, Hungary.