Vyzer
vyzer.co
Vyzer is a digital wealth management platform that tracks public and private investments, offering financial planning tools, projections, and benchmarking.
True Wealth
truewealth.ch
True Wealth is a Swiss Robo-advisor app for managing investments and pension plans, focusing on low-cost index funds and flexible portfolio customization.
SigFig
sigfig.com
SigFig develops software for financial services, providing digital wealth management for advisors and tools for retail banking needs assessment.
Asora
asora.com
Asora is a SaaS platform for family offices that tracks assets, automates data capture, and offers secure, on-demand reporting online and via mobile.
Covercy
covercy.com
Covercy is a real estate syndication platform that combines banking and investment management for automated financial transactions and investor relations.
WealthBee
wealthbee.io
WealthBee allows businesses to integrate financial analytics and trading features into their websites, supporting various financial instruments and offering customizable dashboards.
AS2Gateway
as2gateway.com
AS2Gateway is a cloud-based app for secure EDI data exchange via the AS2 protocol, featuring easy integration, compliance support, and management tools.
Enfusion
enfusion.com
Enfusion is a cloud-based investment management platform that integrates front, middle, and back-office functions for real-time portfolio tracking and analytics.
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.
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.
Pepper
onpepper.com
Pepper is a cloud-based platform that helps asset managers manage data and make informed investment decisions through seamless collaboration and accessibility.
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.
Masttro
masttro.com
Masttro is a wealth management app that provides a comprehensive view of assets and liabilities, enabling informed financial decisions with secure data management.
illio
illio.com
Illio is a modular wealth platform that provides analytics, visualizations, and insights to improve transparency and understanding of wealth for clients and advisors.
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.
Alphathena
alphathena.com
Alphathena provides tools for personalized investing, including direct indexing, automated tax-loss harvesting, and portfolio management solutions for financial advisors.
Skylark AI
skylarkai.com
Skylark AI is a platform that uses AI to enhance marketing and financial analysis by automating tasks, centralizing data, and generating reports.
Stockspot
stockspot.com.au
Stockspot is a digital investment adviser in Australia that offers automated portfolio management using low-cost ETFs for a hands-off investing approach.
Pontera
pontera.com
Pontera is a fintech app that enables financial advisors to manage clients' retirement accounts efficiently, ensuring comprehensive wealth management.
Ginmon
ginmon.de
Ginmon is a financial management app that assists users in tracking investments, managing portfolios, and analyzing financial data for informed decision-making.
Quirion
quirion.de
Quirion provides professional asset management starting at 10,000, with a low annual fee of 0.48%, and no hidden costs or commissions.
Alto
altoira.com
Alto is an investment platform that allows users to diversify retirement portfolios by investing in alternative assets like real estate, art, and cryptocurrency through self-directed IRAs.
Shootih
shootih.com
Shootih helps small and medium companies manage cash flow, forecasts, investments, and tax efficiency on a single platform.
Jacobi
jacobistrategies.com
Jacobi is a cloud-based platform for managing multi-asset investments, enabling portfolio design, analysis, and client engagement with customizable dashboards and reports.
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