Altruist
altruist.com
Altruist is a financial advising platform that provides tools for independent advisors to manage accounts, investments, and client relationships efficiently.
Tango
tangoagreements.com
Tango is client engagement software for creative agencies, facilitating proposal approval, automated invoicing, payment, and easy purchasing of add-on services.
Zomentum
zomentum.com
Zomentum is a sales acceleration app for technology partners that automates sales tasks, streamlines client interactions, and provides tools for proposal management and revenue analysis.
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.
Finna
finna.ai
Finna is an app that supports Investor Relations by streamlining processes, enhancing engagement, and ensuring compliance with tools for communication and data analysis.
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.
Propoze
propoze.app
Propoze is a proposal management app that enables users to easily create and share sales proposals, designed for freelancers and small businesses.
Proposeful
proposeful.com
Proposeful enables users to send proposals and contracts, track client interactions, and expedite sales with electronic signatures.
Clientary
clientary.com
Clientary is a comprehensive app for managing projects, proposals, invoices, and client communications in one centralized 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.
Vestlane
vestlane.com
Vestlane is a platform for managing investor onboarding and compliance processes for private funds, streamlining workflows and ensuring regulatory adherence.
BlueGamma
bluegamma.io
BlueGamma is a user-friendly platform for financing teams to easily download EURIBOR, SONIA, and SOFR curves.
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.
Bidsketch
bidsketch.com
Bidsketch is a cloud-based app that helps users create, sign, and manage client proposals efficiently, offering templates, e-signatures, analytics, and time tracking features.
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.
Kwanti
kwanti.com
Kwanti provides portfolio analytics for financial advisors, assisting with model building, client analysis, and proposal generation through a web-based platform.
NMI
nmi.com
NMI is a payment solution app that enables businesses to accept payments securely across multiple platforms including in-store, online, and mobile.
Zbizlink
zbizlink.com
Zbizlink is a cloud-based proposal management tool that automates the proposal process for teams, offering features like document templates and smart autofill for improved productivity.
Ombud
ombud.com
Ombud is a platform for enterprise RevOps teams that enhances the creation of sales and business documentation using collaboration, project management, and machine learning.
bunch
bunch.capital
Bunch is a cloud platform for private funds and investors that centralizes financial data, aggregates accounts, and provides dashboards and forecasts for liquidity, portfolio, and cash management.
Floww
floww.io
Floww is a software platform for venture capital, offering data management, investment reporting, and deal flow management with a focus on data security and ease of use.
Edgefolio
edgefolio.com
Edgefolio is a fintech app that provides technology platforms to support capital introduction and hedge fund marketing teams in their fundraising efforts.
Irwin
getirwin.com
Irwin is an investor relations app that helps public companies and their advisors manage relationships with the investment community using technology and data.
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.
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.
Finpace
finpace.com
Finpace develops software that automates workflows for financial advisory teams, improving compliance and reducing time waste for both advisors and clients.
Hubly
myhubly.com
Hubly helps financial advisory firms manage workflows and client relationships through a visual dashboard, integrating with existing tools for improved efficiency and compliance.
Datasite
datasite.com
Datasite is a secure virtual data room for managing financial transactions, facilitating collaboration, and supporting due diligence across various industries.
Sourcescrub
sourcescrub.com
Sourcescrub is a deal sourcing platform that provides investment and M&A teams with insights on private markets by integrating data from various sources.
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