Valutico
valutico.com
Valutico is a cloud-based business valuation software that simplifies financial assessments using various methods for accurate company evaluations.
Masttro
masttro.com
Masttro is a wealth management app that provides a comprehensive view of assets and liabilities, enabling informed financial decisions with secure data management.
Doceo
doceo.tv
Doceo provides retail investors access to regular updates from investment managers via short analytical videos.
PwC
pwc.com
The PwC app connects users with consulting, tax, and audit services, providing insights and tools for various industries to address business challenges.
MarktoMarket
marktomarket.io
MarktoMarket is a platform providing data and analytics for M&A professionals, offering access to a searchable database of private company intelligence in the UK.
Aiera
aiera.com
Aiera is an app that monitors live Wall Street events, offering real-time transcriptions and audio, along with company data search and collaboration tools.
True Wealth
truewealth.ch
True Wealth is a Swiss Robo-advisor app for managing investments and pension plans, focusing on low-cost index funds and flexible portfolio customization.
Alloy
alloy.com
Alloy's platform connects to over 160 data sources, automating identity verification for account origination and ongoing monitoring to reduce fraud risk.
Asora
asora.com
Asora is a SaaS platform for family offices that tracks assets, automates data capture, and offers secure, on-demand reporting online and via mobile.
Quirion
quirion.de
Quirion provides professional asset management starting at 10,000, with a low annual fee of 0.48%, and no hidden costs or commissions.
Shootih
shootih.com
Shootih helps small and medium companies manage cash flow, forecasts, investments, and tax efficiency on a single platform.
Cyndx
cyndx.com
Cyndx is an AI-based platform for discovering and analyzing potential acquisition deals, focusing on private companies and their financial activities.
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.
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.
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.
Kwanti
kwanti.com
Kwanti provides portfolio analytics for financial advisors, assisting with model building, client analysis, and proposal generation through a web-based platform.
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.
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.
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.
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.
TurnKey Lender
turnkey-lender.com
Cloud SaaS that automates lending processes - origination, underwriting, servicing, collections, and reporting - using AI for credit decisions and integrations for compliance and data handling.
Veridion
veridion.com
Veridion is a business intelligence platform that enriches supplier data for onboarding and compliance, providing accurate insights from multiple sources.
Collaboration Capital
collaborationcapital.org
Collaboration Capital is a digital investment bank that helps companies find and manage M&A targets globally using AI technology.
Alphathena
alphathena.com
Alphathena provides tools for personalized investing, including direct indexing, automated tax-loss harvesting, and portfolio management solutions for financial advisors.
Ziggma
ziggma.com
Tool for investors to link and consolidate accounts, track performance, risk, dividends and carbon footprint, receive stock scores and alerts, and simulate portfolio changes.
Stockspot
stockspot.com.au
Stockspot is a digital investment adviser in Australia that offers automated portfolio management using low-cost ETFs for a hands-off investing approach.
Pontera
pontera.com
Pontera is a fintech app that enables financial advisors to manage clients' retirement accounts efficiently, ensuring comprehensive wealth management.
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.
Alto
altoira.com
Alto is an investment platform that allows users to diversify retirement portfolios by investing in alternative assets like real estate, art, and cryptocurrency through self-directed IRAs.
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