Altruist
Altruist is a financial advising platform that provides tools for independent advisors to manage accounts, investments, and client relationships efficiently.
Vumi
Vumi is a wealth management app for investment firms, providing a unified view of client investments and tools for analyzing portfolio performance and risks.
Pepper
Pepper is a cloud-based platform that helps asset managers manage data and make informed investment decisions through seamless collaboration and accessibility.
Caruso
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
Salto X is a cap table management platform that simplifies equity management for growing teams with an intuitive interface and scalable design.
Ziggma
Tool for investors to link and consolidate accounts, track performance, risk, dividends and carbon footprint, receive stock scores and alerts, and simulate portfolio changes.
SigFig
SigFig develops software for financial services, providing digital wealth management for advisors and tools for retail banking needs assessment.
Asora
Asora is a SaaS platform for family offices that tracks assets, automates data capture, and offers secure, on-demand reporting online and via mobile.
Quoroom
Quoroom is an investment management platform for angel syndicates and VC funds, aiding in investor relations, onboarding, compliance, and legal processes.
EquityList
EquityList is an equity management platform that helps companies manage cap tables, stock options, fundraising, and valuations efficiently.
Shootih
Shootih helps small and medium companies manage cash flow, forecasts, investments, and tax efficiency on a single platform.
Tresmark
Tresmark provides real-time access to global financial markets, offering live rates, news, and tools for analysis, alerts, and customizable dashboards.
Finta
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.
Vyzer
Vyzer is a digital wealth management platform that tracks public and private investments, offering financial planning tools, projections, and benchmarking.
Masttro
Masttro is a wealth management app that provides a comprehensive view of assets and liabilities, enabling informed financial decisions with secure data management.
Visible
Visible is an app that allows startups to manage investor updates, raise funds, and track performance metrics, simplifying communication between founders and investors.
Arcoro
Arcoro is modular HR software designed for construction companies, offering tools for applicant tracking, onboarding, time management, and more.
Sprout
Sprout is a management platform for companies to handle shares, employee stock options, tokens, fundraising, and investors.
Skylark AI
Skylark AI is a platform that uses AI to enhance marketing and financial analysis by automating tasks, centralizing data, and generating reports.
Ravio
Ravio is a compensation management platform that helps tech companies benchmark salaries, manage pay transparency, and streamline compensation processes.
Optio
Optio is a SaaS app for managing equity compensation plans, streamlining incentive programs, ensuring compliance, and optimizing organizational performance.
SupportFinity
SupportFinity is an AI-powered hiring platform connecting companies with talent and job seekers with employment opportunities and community features.
Pulley
Pulley is a cap table management platform that helps founders and employees manage equity, model fundraising scenarios, and ensure compliance efficiently.
Strabo
Strabo is a cloud-based app for tracking global financial accounts, managing personal finances, and analyzing spending to improve budgeting and financial planning.
Vestd
Vestd is an FCA regulated equity management platform for SMEs, enabling share issuance, cap table maintenance, and compliance with HMRC digitally.
Palico
Palico is a marketplace for buying and selling small private fund positions, streamlining transactions from listing to closing with a global network.
Rundit
Rundit is a portfolio management and LP reporting platform for Venture Capital and Private Equity teams, streamlining data aggregation and reducing manual tasks.
Ledgy
Ledgy is an equity management platform that automates tracking, managing, and reporting of employee stock options and cap tables for businesses.
illio
Illio is a modular wealth platform that provides analytics, visualizations, and insights to improve transparency and understanding of wealth for clients and advisors.
Cyndx
Cyndx is an AI-based platform for discovering and analyzing potential acquisition deals, focusing on private companies and their financial activities.
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