Omega Point
ompnt.com
Omega Point is a front-office risk management and portfolio construction tool for asset managers, enabling efficient risk identification and decision-making.
Smart RIA
smart-ria.com
Smart RIA is a compliance management app for Registered Investment Advisors, offering tools for regulatory compliance, document storage, and task tracking.
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.
Doceo
doceo.tv
Doceo provides retail investors access to regular updates from investment managers via short analytical videos.
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.
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.
Venture360
venture360.co
Venture360 is a comprehensive app for venture fund management, providing back office accounting, tax support, and investment tracking with simplified processes.
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.
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.
SigFig
sigfig.com
SigFig develops software for financial services, providing digital wealth management for advisors and tools for retail banking needs assessment.
Pontera
pontera.com
Pontera is a fintech app that enables financial advisors to manage clients' retirement accounts efficiently, ensuring comprehensive wealth management.
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.
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.
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.
Enfusion
enfusion.com
Enfusion is a cloud-based investment management platform that integrates front, middle, and back-office functions for real-time portfolio tracking and analytics.
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.
Alphathena
alphathena.com
Alphathena provides tools for personalized investing, including direct indexing, automated tax-loss harvesting, and portfolio management solutions for financial advisors.
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.
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.
Shootih
shootih.com
Shootih helps small and medium companies manage cash flow, forecasts, investments, and tax efficiency on a single platform.
Kwanti
kwanti.com
Kwanti provides portfolio analytics for financial advisors, assisting with model building, client analysis, and proposal generation through a web-based platform.
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.
Dasseti
dasseti.com
Dasseti is a software platform for institutional investors, facilitating data collection, analysis, and reporting throughout the investment lifecycle, including ESG data management.
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.
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