Koyfin
koyfin.com
Koyfin is a modern and cost-effective financial analytics platform used by over 30,000 financial advisors and wealth managers. It provides tools to create model portfolios, analyze client portfolios, create client proposals, and research stocks, ETFs, mutual funds, and macroeconomic data. Koyfin provides extensive financial data, customization options, and efficient workflows. Key Features: ▪️ Portfolio Tracking and Analysis: Monitor and analyze model portfolios and client portfolios with advanced metrics and visualizations. ▪️ Client Proposals and Reports: Create sleek, digestible client proposals and reports that are easy for ordinary investors to understand, unlike traditional tools that produce dense and complex reports. ▪️ Comprehensive Research Tools: Research stocks, ETFs, and mutual funds. Access extensive macroeconomic data. ▪️ Create Substitutions for Existing Portfolio Holdings: Identify and monitor substitution holdings to be prepared for model changes. ▪️ Intuitive Interface: Simplifies complex data analysis with visualization tools. ▪️ Collaboration: Easily share and collaborate on watchlists and portfolios with your team. ▪️ Affordability: Offers a cost-effective solution with transparent pricing. For more information, sign up for free at koyfin.com or contact [email protected]
Monarch
monarchmoney.com
Monarch is a modern and refreshing way to manage money and track expenses. Our finance tracker is an all-in-one tool to help you achieve the highest level of financial control and clarity with ease. Manage money and track expenses with a custom dashboard, modified to focus on what matters most to you. Track expenses, income and overall savings simply and easily. All assets and debt can be found in one unified list with account syncing. No matter how many financial institutions you have accounts with, Monarch tracks your total net worth in one simplified view. Saving money doesn’t need to be complicated. Research has shown that when we can see how our short-term behaviors impact our long-term goals, we’re more likely to make better decisions. Track personal finance goals and see how your monthly income, spending and savings behaviors compound over time to impact your financial future. Improve your financial life with an easy and simple, all-in-one financial tool.
Carta
carta.com
Audit-ready valuations, fast Valuations from professionals who have delivered more 409As than anyone in the industry. Carta is the leading independent 409A provider for private stage companies of all sizes. With over 60,000 professional valuations, Carta holds the largest data set to accurately assess the fair market value of companies from pre-seed through late stage. The Carta valuation team is composed of subject and industry experts that can handle complex valuations with increased regulatory and compliance needs.
Instant Financial
instant.co
A pioneer of flexible employee pay solutions, Instant Financial provides financial wellness solutions to businesses, allowing employees to take control of their finances, and get paid how they want, when they want and where they want. From earned wage access, digital employee tips, and electronic paycards, Instant is a single-source provider of employee pay, helping organizations level-up their employee benefit offerings. Employers who offer fee-free, flexible employee pay options set their business apart from the competition, attract top talent and build a committed, enthusiastic team – and they enjoy benefits that boost the bottom line: • 30% more job applicants • 25% lower absenteeism • 20% lower turnover Learn more at instant.co.
DailyPay
dailypay.com
On-Demand Pay That You Can Trust. Introducing Friday by DailyPay™ Friday, a Visa® prepaid card and app, is our latest offering and gives employees instant, no-fee access to their earned pay. Join the industry-leading companies that trust DailyPay to help employees take control of their finances.
RightCapital
rightcapital.com
Founded in 2015, RightCapital is the fastest-growing financial planning software with the highest user satisfaction among advisors. Our modern, intuitive features make the financial planning process a breeze. From interactive retirement scenarios and tax-efficient distributions to insurance evaluation, student loan management and estate planning, we simplify the complexity of financial planning so anyone can understand how to plan for their future.
Human Interest
humaninterest.com
Human Interest Inc. is an affordable, full-service 401(k) and 403(b) provider that seeks to make it easy for small and medium-sized businesses to help their employees invest for retirement. Founded in 2015 and headquartered in San Francisco, Human Interest helps employees in all lines of work access retirement benefits and a path to financial independence. Our solution aims to make it possible for companies to offer high-quality 401(k)s as a part of a competitive benefits package without putting a huge administrative burden on HR. Employers can set up and administer a 401(k) plan entirely online, and make it easier for employees to manage their retirement benefits. * Available to eligible participants making $60k or less income and contributing at least 8% every paycheck to an eligible plan over a 12-month period. Submit form to claim award. Minimum award is $100 and max is $250. See additional requirements (humaninterest.com/legal/cashback-terms) and program details (humaninterest.com/solutions/kickstart). This program is administered and offered by the recordkeeper, Human Interest Inc.
Branch app
branchapp.com
Branch helps businesses accelerate payments to empower working Americans. Businesses turn to Branch for a more cost-effective, faster way to pay workers and reduce the costs of paper checks and paycards. Workers and independent contractors that sign up with Branch can receive a zero-fee bank account, free instant access to earned wages, and auto-budgeting tools to help them manage their cash flow between paychecks. Branch partners with some of the nation’s leading payroll and workforce technologies to support employers in retail, restaurant, logistics, manufacturing, and healthcare.
Earnin
earnin.com
Recruit, retain and improve employee productivity with the Earnin benefit. Earnin is a Financial Wellness platform specifically designed to help employees avoid debt, pay their bills, save for the future and reduce financial stress by enabling access to their pay as they work. Our core Cashout product supports employees from over 50,000 business across the US and we have provided access to over $10 billion in earnings. Our mission is to help employees live better financial lives. Earnin technology is unique as the only provider with Zero integration needed. This means an easy rollout in days. We're likely helping some of your employees already - get in touch to find out how. Additional features: - Balance shield: Employees receive notification if their bank balance falls below a certain amount to help them avoid an overdraft fee. - Budgeting: We automatically pull in recurring expenses to help employees see what bills are upcoming and budget around them - Tip Yourself: This is a unique savings product where employees can easily create custom savings jars to save for an emergency fund, vacation, education etc.
SmartDollar
smartdollar.com
SmartDollar is an employee financial wellness program from Dave Ramsey. Employees learn how to budget, get out of debt, save for the future, and retire with confidence.
Standard Metrics
standardmetrics.io
Standard Metrics is an automated data platform that enables financial transparency between startups and investors, empowering founders to make better decisions in scaling their companies.
Tresmark
tresmark.com
Tresmark gives you real-time access to global markets, including currencies, fixed-income, equities, commodities, and financial derivatives. The Tresmark terminal is a crucial tool that gives you better insight into financial markets, live updated rates for better pricing on trades, and instant news that keeps you ahead of other industry leaders. Tresmark also provides users with multiple and customized dashboard options and user-friendly tools like Technical analysis, Calculators, Central Bank data, Alerts, and Event calendars.
MoneyWellth
moneywellth.com
MoneyWellth is a comprehensive financial application that can help users learn about important financial topics, from having a baby to planning for retirement. MoneyWellth has an extensive library of videos, articles, calculators, and more to help users learn about the financial topics that matter most to them. The app has powerful tools to help users track spending, create budgets, and a number of other helpful tools to help users reach their financial goals. We don't advertise or promote products to our users, we only offer unbiased recommendations of what is in their best interest
Brightside
gobrightside.com
Brightside helps people make the right money moves - from accessing emergency cash to consolidating credit card debt and managing student loans.
Nitrogen
nitrogenwealth.com
Grow your AUM, streamline client engagement, and protect your firm Nitrogen creates a common language between advisors and clients, allowing you to spend more time building your business and less time managing it.
Altruist
altruist.com
Altruist is on a mission to make great independent financial advice more efficient, affordable, and accessible. The company’s all-in-one financial advising platform provides fiduciary advisors with cutting-edge tools designed to substantially lower costs to operating their business. Advisors can open and fund accounts, invest, manage, report, and bill, all in one place. A fully digital brokerage (Altruist Financial LLC, Member FINRA/SIPC), Altruist empowers advisors to do their best work and help ensure clients have a better experience with their money. Founded in 2018 by CEO Jason Wenk, Altruist launched its platform in late 2020.
Your Money Line
yourmoneyline.com
Your Money Line is the employee financial wellness benefit offering unlimited 1:1 human money coaching, world-class education, and AI-powered software—so your people (and their dependents) live worry-free financial lives. Your Money Line provides quick, yet thorough answers to employees’ most personal financial questions and prevents financial problems employers don’t know exist within their workforce before it’s too late. We're trusted by hundreds of companies, and hundreds of thousands of households. Goodbye employee money stress. Hello Your Money Line.
Tantify
tantify.com
Tantify is a US-based company with over 7 years of experience in digital marketing. It specializes in providing real estate professionals with top-notch visual marketing services. Tantify's mission is to transform digital real estate marketing through a holistic approach to building outstanding virtual staging and 3D rendering services. Tantify's services include: * Virtual staging: Turn blank photos into sophisticated images, replace old furniture, renovate or build properties from scratch, or stage fully immersive 3D tours. *3D architectural rendering: Its high-quality 3D rendering services allow real estate professionals to showcase their properties in a stunning and photorealistic way, making it easier for buyers to visualize the space. * Real estate photography: Its skilled photographers capture the beauty of a property, highlighting its best features and creating an inviting atmosphere for potential buyers. * Videography: It offers real estate video services to showcase a property in motion and provide an immersive experience for potential buyers. Tantify prides itself on providing a user-friendly platform that makes the ordering process smooth and simple. Its support team is excited to help you get started with virtual staging, and its loyalty program allows customers to grow their personal discount and stay tuned for special offers.
Vestwell
vestwell.com
Vestwell is an entirely new kind of digital retirement platform transforming the way plans are offered and administered for the benefit of advisors, employers, and employees alike.
Guideline
guideline.com
Guideline's full-service 401(k) plans make it easier and more affordable for smaller businesses to offer their employees the retirement benefits they deserve.
Best Money Moves
bestmoneymoves.com
Best Money Moves is a mobile-first service designed to help people measure financial stress and then dial it down in order to get control of their financial lives. The service is sold to employers who then offer it to their employees as a free employee benefit. We don’t sell anything. There are no ads. And, there are no hidden tricks. Our only goal is to help people make smarter moves with their money by providing award-winning information, easy-to-use tools, a point-based reward system, and a unique content-mapping system that solves financial problems quickly and easily. And for employers, less financially-stressed employees translates into a happier, healthier and more productive workforce.
Questis
questis.co
Questis is a workforce financial empowerment company providing a complete personal finance solution. We help businesses become life-changing employers by helping employees solve the root causes of financial stress and cultivating financially resilient workforces. We transform people’s relationships with money through deep financial healing and an easy-to-follow path to financial empowerment. Our innovative solution meets people at the paycheck with solid behavioral science, personalized, predictive planning, real-person coaching, and a modern, friendly user experience. Learn more at questis.co.
ZayZoom
zayzoon.com
ZayZoon is the financial empowerment platform for SMBs. With ZayZoon, payday finally comes with the push of a button. It’s free for employers and takes only 30 minutes to implement. Employees can use ZayZoon to get paid whenever, however. The platform also offers educational resources and tools to help workers break the paycheck-to-paycheck cycle. And it works. 89% of employees who use ZayZoon report less financial stress and employers who offer ZayZoon boast a 29% reduction in turnover.
Investipal
investipal.co
Investipal is an AI-enabled portfolio management solution that lets advisors automate Investment Policy Statements and craft personalized portfolios in minutes for each client's account. Our solution includes a whitelabeled client portal to share realtime performance updates along with machine learning enabled rebalancing and risk detection on portfolios.
Vumi
vumi.io
Vumi is a wealth management software that provides service to Investment Service Companies (ISCs), offering a comprehensive and unified view of their clients' investments. With advanced technology and an intuitive, modern interface, Vumi enables financial advisors to consolidate and visualize data from multiple sources. Additionally, it allows them to analyze the performance and risks of their clients' portfolios.
Venture360
venture360.co
Venture360 is the firm doing it all when it comes to managing your venture fund. Back office accounting and tax powered by proprietary software for deal pipeline management, portfolio tracking and investor reporting. All of this at the industry's most competitive pricing.
Strabo
strabo.app
Strabo is a cloud-based platform that helps you link multiple accounts from around the world in one dashboard. Track all the money you own and owe, get holistic outlook of your net worth instantly, and plan your investments wisely to get the most out of your money!
Stockspot
stockspot.com.au
Stockspot is Australia's first and largest digital investment adviser. We were founded in 2013 with a mission to help more Australians access expert investment advice and portfolio management. We want to do away with the high fees, confusing jargon, endless paperwork and lack of transparency that gives the wealth management industry a bad reputation. Today, we're the largest and fastest growing digital investment advice (robo-advice) service in Australia. We're helping thousands of Australians manage their money smarter with our low-fee transparent investment service. Stockspot was selected as one of the Leading Fintech Innovators globally by KPMG in 2014 and 2015, Asia's most innovative new financial technology start-up of 2014. We’ve also just won the 2020 Wealth Management Fintech of the Year.
SigFig
sigfig.com
SigFig builds software for financial services organizations, ranging from digital wealth management platforms for financial advisors to needs discovery tools for retail bankers.
Pontera
pontera.com
Pontera™, the fintech company helping retirement savers receive professional 401(k) account management from their trusted financial advisor, is dedicated to helping more Americans retire with greater wealth and financial security. Founded in 2012, we work with Registered Investment Advisors (RIAs), Broker-Dealers, and some of the largest financial institutions in the country to deliver more comprehensive wealth management.
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