Fidelity
fidelity.com
The Fidelity Investments app allows users to manage financial assets, monitor retirement savings, conduct trades, and access research and investment tools.
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.
Betterment
betterment.com
Betterment helps employers manage 401(k) plans, offering investment management, financial guidance, and various tools for employee retirement savings.
Affinity
affinity.co
Affinity is a relationship intelligence platform that automates data entry and manages networks for industries like finance and real estate.
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.
AngelList
angellist.com
AngelList connects investors, fund managers, and startups, facilitating investments and providing services for business management.
Clearco
clear.co
Clearco offers revenue-based financing for startups, providing quick funding without equity loss, focusing on businesses with solid revenue streams.
Nitrogen
nitrogenwealth.com
Nitrogen is a platform for financial advisors that automates data extraction and improves client engagement and portfolio management.
Salary.com
salary.com
Salary.com provides accurate pay data and compensation management tools for businesses and individuals to understand salary trends and make informed compensation decisions.
Finta
trustfinta.com
Finta is an AI-powered platform that streamlines fundraising and investor relations with features like a secure deal room, investor CRM, and investment transfer management.
Tresmark
tresmark.com
Tresmark provides real-time access to global financial markets, offering live rates, news, and tools for analysis, alerts, and customizable dashboards.
Arcoro
arcoro.com
Arcoro is modular HR software designed for construction companies, offering tools for applicant tracking, onboarding, time management, and more.
Cake
cakeequity.com
Cake is an app that enables companies to manage equity, simulate raises, and handle shareholders globally through cap tables and equity templates.
Ravio
ravio.com
Ravio is a compensation management platform that helps tech companies benchmark salaries, manage pay transparency, and streamline compensation processes.
Sharesight
sharesight.com
Sharesight is an online portfolio tracker that automatically tracks stocks, ETFs, trades, and dividends, helping investors manage and analyze their investments efficiently.
Cyndx
cyndx.com
Cyndx is an AI-based platform for discovering and analyzing potential acquisition deals, focusing on private companies and their financial activities.
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.
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.
Caruso
getcaruso.com
Caruso is a software platform for private market fund management, streamlining operations for fund managers in real estate, agriculture, private credit, and private equity.
Salto X
saltox.co
Salto X is a cap table management platform that simplifies equity management for growing teams with an intuitive interface and scalable design.
Qapita
qapita.com
Qapita is an equity management platform for startups and companies, offering tools for cap tables, ESOP management, and investor relations.
Figures
figures.hr
Figures is a compensation management app that helps companies benchmark, plan, and manage salary decisions with comprehensive data and tools.
Visible
visible.vc
Visible is an app that allows startups to manage investor updates, raise funds, and track performance metrics, simplifying communication between founders and investors.
Ledgy
ledgy.com
Ledgy is an equity management platform that automates tracking, managing, and reporting of employee stock options and cap tables for businesses.
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.
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.
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.
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