Koyfin
koyfin.com
Koyfin is a financial analytics platform for advisors to track portfolios, analyze investments, create reports, and conduct stock research.
Monarch
monarchmoney.com
Monarch is a personal finance app that helps users track expenses, manage budgets, and plan financially from a unified dashboard across devices.
Carta
carta.com
Carta is a platform for equity management, offering tools for cap table management, equity issuance, fundraising, and compliance for private companies.
DailyPay
dailypay.com
DailyPay allows employees to access earned wages instantly via an app or Visa prepaid card, enabling better financial management before payday.
Instant Financial
instant.co
Instant Financial is an app that allows employees to access their earned wages instantly, make purchases, and transfer wages to a bank account.
Branch app
branchapp.com
Branch facilitates payments for businesses and provides users with a bank account, instant wages access, and budgeting tools for better financial management.
RightCapital
rightcapital.com
RightCapital is a financial planning software that helps advisors and clients manage financial situations with tools for budgeting, risk assessment, and tax analysis.
Human Interest
humaninterest.com
Human Interest is a cloud-based platform that simplifies 401(k) plan management for small and medium-sized businesses, offering automated administration and payroll integration.
Earnin
earnin.com
Earnin is a financial app that allows users to access earned wages early, helping them manage expenses and avoid overdraft fees without interest or mandatory fees.
Nitrogen
nitrogenwealth.com
Nitrogen is a platform for financial advisors that automates data extraction and improves client engagement and portfolio management.
SmartDollar
smartdollar.com
SmartDollar is an app that helps employees manage finances by providing budgeting tools, debt reduction strategies, and long-term planning resources.
MoneyWellth
moneywellth.com
MoneyWellth is a financial management app that helps users track spending, manage budgets, and learn about various financial topics through resources and tools.
Tresmark
tresmark.com
Tresmark provides real-time access to global financial markets, offering live rates, news, and tools for analysis, alerts, and customizable dashboards.
Best Money Moves
bestmoneymoves.com
Best Money Moves is an app that helps users reduce financial stress and manage their finances through tools and information, available as a free benefit from employers.
Brightside
gobrightside.com
Brightside provides personalized financial assistance for employees, helping with debt management, savings, and accessing financial resources through expert support.
Tantify
tantify.com
Tantify is a platform for real estate professionals to enhance property listings with virtual staging, 3D rendering, photography, and videography.
Standard Metrics
standardmetrics.io
Standard Metrics is an automated platform that facilitates financial transparency between startups and investors, aiding founders in decision-making for growth.
Kubera
kubera.com
Kubera is a portfolio tracker that allows users to manage and monitor various assets like stocks, crypto, and real estate in one secure platform.
InvestGlass
investglass.com
InvestGlass is a Swiss automation platform for financial professionals, offering tools for CRM, portfolio management, and client engagement to enhance operational efficiency.
Your Money Line
yourmoneyline.com
Your Money Line offers personalized financial coaching, education, and tools to help individuals manage their finances and improve financial literacy effectively.
Vestwell
vestwell.com
Vestwell is a digital platform that simplifies the administration of workplace savings solutions, including retirement plans and student loan benefits.
Investipal
investipal.co
Investipal is an AI-driven app for portfolio management that automates investment policy creation, offers personalized advice, and tracks investments with real-time updates.
Altruist
altruist.com
Altruist is a financial advising platform that provides tools for independent advisors to manage accounts, investments, and client relationships efficiently.
Vumi
vumi.io
Vumi is a wealth management app for investment firms, providing a unified view of client investments and tools for analyzing portfolio performance and risks.
Vyzer
vyzer.co
Vyzer is a digital wealth management platform that tracks public and private investments, offering financial planning tools, projections, and benchmarking.
Questis
questis.co
Questis is a financial empowerment app that helps employees manage financial stress through personalized planning, coaching, and user-friendly tools.
ZayZoom
zayzoon.com
ZayZoon is a platform that allows employees to access earned wages on demand, reducing financial stress and improving workplace satisfaction.
Guideline
guideline.com
Guideline app provides full-service 401(k) plans, simplifying retirement benefits access for smaller businesses and their employees.
Venture360
venture360.co
Venture360 is a comprehensive app for venture fund management, providing back office accounting, tax support, and investment tracking with simplified processes.
Strabo
strabo.app
Strabo is a cloud-based app for tracking global financial accounts, managing personal finances, and analyzing spending to improve budgeting and financial planning.
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