Fidelity Investments
fidelity.com
Fidelity Investments Inc., commonly referred to as Fidelity, earlier as Fidelity Management & Research or FMR, is an American multinational financial services corporation based in Boston, Massachusetts. The company was established in 1946 and is one of the largest asset managers in the world with $3.3 trillion in assets under management as of June 2020 and a combined total customer asset value number of $8.3 trillion. Fidelity Investments operates a brokerage firm, manages a large family of mutual funds, provides fund distribution and investment advice, retirement services, index funds, wealth management, cryptocurrency, securities execution and clearance, and life insurance.
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.
Betterment
betterment.com
Managing a 401(k) is challenging. That’s why Betterment at Work makes it simple for employers to offer a high quality 401(k). From ongoing administrative support & investment management, tailored plan design and streamlined payroll integrations – we do the heavy lifting so you don’t have to. Give your employees access to an easy-to-use, powerful investing & retirement savings solution with Betterment at Work’s customizable portfolios, personalized financial guidance, ability to link to external accounts and various complementary wealth-building, savings, and investing tools – all accessible through our mobile app. With Betterment at Work, your 401(k) can also be enhanced with new features like offering a 401(k) match on student loan payments as well as additional financial benefits like our Student Loan Management, 529 Education Savings & 1:1 Financial Coaching benefits*. With this modern mix of 401(k) and financial wellness benefits, as well as accessible education and tools, Betterment at Work can help you attract & retain happy employees while providing benefits they need to accomplish their financial goals. *Student Loan Management by Betterment at Work (“SLM”) is provided in partnership with Spinwheel. 529 accounts and their plans are held and managed by program administrators and managers outside of Betterment. SLM, 529s, and Financial Coaching services are only available as part of a bundled offering with a Betterment 401(k) in the Pro or Flagship plan; additional fees apply for use in the Pro plan, services not available in the Essential plan.
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.
Salary.com
salary.com
Salary.com is the leading destination for reliable, employer-reported information about employee pay levels and compensation-related best practices, trends and policies. Our cloud-based software and unrivaled domain knowledge help businesses of all sizes to simplify the connections between people and pay to win the war for talent, while providing individuals with the tools, advice and data they need to understand and reach their full earning potential.
Ledgy
ledgy.com
Stay compliant, save time and engage your team. Ledgy is the modern equity management platform that takes your company further. Make your time-consuming, manual processes easy by automating key tasks. Adapt it to your needs, update records in an instant, and ensure it works for your team — in any country, at any time. Create simple and effective communications that empower your people. Get set up and started in an instant, and then it’s ready to deliver value, day-in day-out. Ledgy is exactly what you need to drive greater efficiency and take care of compliance and risk management. It’s the platform that enables you to align all of your stakeholders to achieve more and inspire positive change.
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.
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.
Arcoro
arcoro.com
Construction companies and contractors have special workforce management needs, and Arcoro offers a suite of modular construction HR software that enables companies to address them successfully. Arcoro is the only Human Resources technology company focused on the construction industry, offering solutions to help companies hire, manage and grow their back office, professional and skilled trade workforce. Arcoro’s suite of modules includes: • Applicant Tracking • Onboarding • Learning Management • Core HR • Benefits • ExakTime time/attendance tracking • Compensation management • Performance management and succession planning. Companies can choose to leverage one or all of the modules, and many customers start with one or two and add more as their needs change, or their organization grows. Modules within Arcoro’s suite are fully integrated, but they also integrate with other construction technology including project management, workforce management and accounting systems. Arcoro maintains strong partnerships with other leading construction tech providers to ensure a seamless experience for customers. Over 8,000 construction companies and contractors of all sizes in North America rely on Arcoro to help them address their HR needs. Every day more than 1 million construction pros clock in and out on an Arcoro product. Arcoro strives to deliver the best experience for employees in the field and in the office. For more information please visit us at www.arcoro.com.
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.
Cake
cakeequity.com
All-in-one system that lets you offer equity, simulate raises, and manage shareholders anywhere in the world. Fast track your growth with Cake's cap table, equity templates, 409A, and scalable equity solutions.
Ravio
ravio.com
As Europe's #1 compensation management platform, Ravio helps leading tech companies attract, retain, and motivate top talent. HR and Total Reward Leaders use Ravio’s real-time compensation benchmarking and automatic job levelling to confidently communicate their compensation strategy, unlock company-wide pay transparency, and lead the way in closing the gender pay gap. All in minutes, not months. Ravio makes it easy to view, analyse, refresh, and share salary bands that are continuously calibrated against Europe’s most reliable talent market data. That means no more spreadsheets. Easy comp review cycles. And fair, transparent pay. From disruptive startups to established enterprises, Europe’s fastest growing companies trust Ravio to accelerate their compensation management, improve processes, and make people a growth lever.
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.
Salto X
saltox.co
Salto X is an easy-to-use cap table management platform for growing teams. It offers effortless onboarding, a user-friendly interface, and a scalable design that makes managing equity simpler and more efficient than ever.
Cyndx
cyndx.com
Cyndx is an AI-powered deal search and discovery engine that uses machine learning (ML) and natural language processing (NLP) to identify closely-similar companies for deal sourcing, client prospecting, and more. Instead of relying on keywords, static company classifications, and purely historical data. Cyndx uses artificial intelligence (AI) and natural language processing (NLP) to inge
Figures
figures.hr
Figures is the complete compensation management solution that simplifies (and demystifies!) compensation and helps companies better benchmark, plan, adjust and communicate their compensation decisions. With Figures, you get a complete compensation playbook with 100k+ data points into our Market Data Benchmark, a clear and comprehensive Compensation Policy, a full Salary Bands builder with sharing centre, and a powerful Compensation Planning budget calculator to best define your next salary increase budget; into one simple, scalable solution. Trusted by thousands of top European businesses from start-ups to established brands, Figures is designed to help businesses save time and money across the entire compensation process by driving more efficient and fairer people rewards decisions.
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.
Kubera
kubera.com
Kubera is the world's most modern portfolio tracker software. It lets you track all your assets in one place: stocks, savings, crypto, real estate, collectibles, digital and more. Kubera supports most global banks, brokerages, stocks and currencies. Kubera is private, secure and as simple as a spreadsheet to use. Our B2B white-label solution allows you to roll out Kubera to your clients. This custom and modern portfolio tracker can used by private banks, certified financial professionals, RIAs, estate planners, wealth and crypto advisors to delight, retain and grow their client base. Contact us for a demo – [email protected]
Vyzer
vyzer.co
Vyzer is the only digital wealth management platform that combines public and private investment performance tracking, financial planning tools, projections and benchmarking in one powerful solution, making it easy to follow the money.
InvestGlass
investglass.com
InvestGlass: The All-in-One Swiss Automation Platform InvestGlass is a Swiss-based automation platform designed to streamline your business operations with precision and reliability. It combines CRM, portfolio management, incident management, marketing automation, client portal, and digital onboarding tools into one seamless solution. Why Choose InvestGlass? Tailored Digital Experience: Create, design, and manage your digital presence with unparalleled customization. Swiss Excellence: Geopolitically neutral and securely hosted on Swiss Cloud, within Europe or directly on your premises for full control and compliance. Trusted Globally Ideal for banks, government entities, and growing businesses, InvestGlass empowers over 1,200 customers across 20+ countries to attract, engage, and delight their clients with award-winning software. Experience the Swiss standard in automation. Invest in success with InvestGlass.
Fairmint
fairmint.com
Give your community skin in the game. Fairmint empowers you to grant equity to anyone that adds value to your company and passively receive investment from your biggest fans. Launch in a few clicks and get back to building your business.
Easop
easop.com
Easop is the first globally compliant equity compensation solution. We provide startups and scale-ups with self-serve SaaS solutions to offer and manage equity incentives for their global workforce and assistance with tax handling. Companies incentivize their direct employees, EoR employees, contractors, and advisors with equity globally by leveraging Easop’s in-house back office, approved by top-tier law firms. Founders, Finance and HR leaders, and General Counsels can issue new grants, get assistance with tax handling, set up equity grids, send automated board reports and approvals, and instantly access legal information for each geography. Team members get personalized tax and compliance information tailored to their tax residency and contractual status for the first time. Easop covers workers in 65 countries and is expanding quickly. Book a demo of Easop’s platform and offer worldwide equity incentives in minutes at a fraction of the cost.
Quoroom
quoroom.com
Quoroom is an investment management platform for angel syndicates, VC funds and founders. Investment managers and founders use Quoroom to manage investor relations, investor onboarding, legal singing, compliance and exit distributions while saving thousands in software and legal fees annually. For Syndicates / Funds: Investor CRM, Data room, LPs onboarding, KYC/AML, Regulatory Framework, SPVs, Legal document and E-Signing, LPs registers, Capital Statements, Secondary transfers, Distributions (Private equity and debt)
Equify
equify.eu
Equify centralizes all legal and financial information about your shareholders. With Equify, take back control of your capitalization table.
Mantle
withmantle.com
Mantle is an equity management platform built for modern founders and operators, powered by AI. - Manage like a pro: Take control of your ownership with a next-gen platform that lets you track, issue, and manage ownership. - Get it done with your AI Co-pilot: Breeze through essential tasks, pull critical information, and visualize your ownership data instantly. - Supercharge your workflow: Transform tasks such as issuing equity and stakeholder communications into remarkably simple, automated workflows. - Make decisions, not mistakes: Handle everything from hiring plans to assessing jargon-heavy term sheets without touching a spreadsheet. In-context advice is there when you need it, giving you clear insight to make decisions. - Up and to the right: Support at every stage, from your garage to a thriving public company. Seamless assistance throughout your journey. - SOC 2 Compliance: Mantle is proud to be SOC 2 compliant, ensuring we adhere to the best practices established by the American Institute of CPAs (AICPA) in managing and protecting our users' data. Get started today at www.withmantle.com.
Clara
clara.co
Clara is a trusted company operating system that offers a digital platform tailored for Startups, SMEs, Law firms, Venture Capitalists, Investors and Accelerators. Using Clara you can digitally form companies within prominent jurisdictions like - ADGM, Cayman Islands, Delaware, Singapore, DIFC and Saudi Arabia. Clara's platform helps businesses generate key legal documents, including SAFEs, founders’ agreement, IP assignments, consulting agreements, advisor agreements and others. Our platform also allows you to build your ESOP, vesting schedules and manage your cap table. Additionally, you can benefit from a built-in data room and share key information and documents with your potential investors.
OpenComp
opencomp.com
OpenComp empowers high-growth companies to confidently make the best business decisions with compensation intelligence. More than 2,000 companies use OpenComp to attract and empower top talent in fair, consistent ways, including Calm, DataRobot, Discord, DrChrono, Figma, Medium, Mosaic, Mux, and Reddit. Founded in 2021 by Thanh Nguyen and Nancy Connery, Salesforce’s founding HR team, OpenComp has raised $24 million in venture capital from J.P. Morgan, TIME Ventures (the investment fund for Marc Benioff), 8VC and more. OpenComp is available for free for organizations up to 50 employees, with tiered pricing and services for other organizations based on size and needs. Sign up at www.opencomp.com and get connected at www.linkedin.com/opencomp.
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.
Pulley
pulley.com
Pulley is a cap table platform taking a new approach to equity management. We give founders and employees the tools and insights to make smarter decisions about their equity. Equity is your company’s most important asset. Make smarter decisions about your ownership — before they get recorded on the cap table. - Fundraise smarter: Use our fundraise modeler to model out dilution and compare different scenarios. Model and record complex terms, including anti-dilution and MFNs. - Keep your team informed and motivated: Give your team a more transparent equity experience with an employee dashboard that breaks down vesting and taxes. Use our offer letter generator to explain the value of equity to candidates. - Stay compliant: Get a 409A valuation in less than 1 week. Automatically generate tax forms in the platform, including Form 3921 and completed 83(b) elections for employees. - Reconcile transactions automatically: Put your cap table to work, so you can get back to what matters most. Pulley supports end-to-end workflows and integrates with your HRIS platform, so updating your cap table is more seamless than ever. Join the 3000+ companies scaling with Pulley. Onboard in less than 5 days. Get support in minutes. Learn more at https://pulley.com.
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