Grata
Grata is a platform that helps users find, research, and engage with private companies for M&A and investment purposes, streamlining the dealmaking process.
Finbox
Finbox is an investment platform providing tools for stock research, portfolio management, and valuation, helping investors analyze companies and track market performance.
Kubera
Kubera is a portfolio tracker that allows users to manage and monitor various assets like stocks, crypto, and real estate in one secure platform.
Nitrogen
Nitrogen is a platform for financial advisors that automates data extraction and improves client engagement and portfolio management.
Hebbia
Hebbia is an AI search engine that automates document analysis and data processing to streamline research and improve decision-making for knowledge workers.
RightCapital
RightCapital is a financial planning software that helps advisors and clients manage financial situations with tools for budgeting, risk assessment, and tax analysis.
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.
Streamlined Finance
Streamlined Finance is an investment research app that provides financial data, analysis tools, and portfolio management features for individual investors and professionals.
PwC
The PwC app connects users with consulting, tax, and audit services, providing insights and tools for various industries to address business challenges.
Quirion
Quirion provides professional asset management starting at 10,000, with a low annual fee of 0.48%, and no hidden costs or commissions.
Altruist
Altruist is a financial advising platform that provides tools for independent advisors to manage accounts, investments, and client relationships efficiently.
Tradepost.ai
Tradepost.ai is an AI-driven platform for analyzing financial data, providing insights from newsletters, SEC filings, and market sentiment to aid investment decisions.
Safebooks AI
Safebooks AI is a financial data governance platform that automates transaction analysis, detects anomalies, and ensures data accuracy across systems.
Quill AI
Quill AI automates parsing financial documents, extracting SEC data, and generating KPIs, to streamline research and analysis for public equity investments.
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.
Synaptic
Synaptic provides a no-code platform for investors to access diverse alternative data for company insights and investment research.
Gain.pro
Gain.pro is a private market intelligence platform providing insights on companies, investors, and industries using advanced technology and local research.
Pepper
Pepper is a cloud-based platform that helps asset managers manage data and make informed investment decisions through seamless collaboration and accessibility.
Kwanti
Kwanti provides portfolio analytics for financial advisors, assisting with model building, client analysis, and proposal generation through a web-based platform.
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.
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.
OpenGamma
OpenGamma provides analytics and tools for managing financial operations, risk assessment, and regulatory reporting for banks and fund managers.
Vyzer
Vyzer is a digital wealth management platform that tracks public and private investments, offering financial planning tools, projections, and benchmarking.
Countercyclical
Countercyclical is an investment research platform for teams to create valuations, collaborate securely, and manage the investment lifecycle efficiently.
Consumer Edge
Consumer Edge provides global transaction revenue data to help businesses predict earnings, forecast sales, and identify growth opportunities.
Masttro
Masttro is a wealth management app that provides a comprehensive view of assets and liabilities, enabling informed financial decisions with secure data management.
Company Watch
Company Watch is a financial risk management app that helps businesses assess and mitigate financial risks through data analysis and automated reporting.
Collaboration Capital
Collaboration Capital is a digital investment bank that helps companies find and manage M&A targets globally using AI technology.