Hebbia
Hebbia is an AI search engine that automates document analysis and data processing to streamline research and improve decision-making for knowledge workers.
Moneytree
Moneytree's Merit app helps users analyze and compare investment portfolios based on risk, historical data, and diverse scenarios for informed decision-making.
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.
Inven
Inven is an AI tool that helps users find M&A targets by scanning websites for similar companies based on their criteria, streamlining deal sourcing.
Pro-Forma
Pro-Forma helps startup founders create financial models, value their business, and manage investor negotiations and due diligence.
RightCapital
RightCapital is a financial planning software that helps advisors and clients manage financial situations with tools for budgeting, risk assessment, and tax analysis.
AlphaResearch
AlphaResearch is an investment research platform that helps users extract insights from financial texts and data to aid in informed investment decisions.
Streamlined Finance
Streamlined Finance is an investment research app that provides financial data, analysis tools, and portfolio management features for individual investors and professionals.
Nitrogen
Nitrogen is a platform for financial advisors that automates data extraction and improves client engagement and portfolio management.
Quirion
Quirion provides professional asset management starting at 10,000, with a low annual fee of 0.48%, and no hidden costs or commissions.
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.
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.
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.
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.
Shootih
Shootih helps small and medium companies manage cash flow, forecasts, investments, and tax efficiency on a single platform.
Quill AI
Quill AI automates parsing financial documents, extracting SEC data, and generating KPIs, to streamline research and analysis for public equity investments.
Tresmark
Tresmark provides real-time access to global financial markets, offering live rates, news, and tools for analysis, alerts, and customizable dashboards.
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.
Visible
Visible is an app that allows startups to manage investor updates, raise funds, and track performance metrics, simplifying communication between founders and investors.
Company Watch
Company Watch is a financial risk management app that helps businesses assess and mitigate financial risks through data analysis and automated reporting.
Morphlin
Morphlin is an AI-driven trading tool that offers advanced analytics, market insights, and automated strategies for optimizing trading performance.
Tegus
Tegus is a research platform that provides market intelligence and private company insights for institutional investors and analysts.
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