Cyndx
Cyndx is an AI-based platform for discovering and analyzing potential acquisition deals, focusing on private companies and their financial activities.
Valutico
Valutico is a cloud-based business valuation software that simplifies financial assessments using various methods for accurate company evaluations.
True Wealth
True Wealth is a Swiss Robo-advisor app for managing investments and pension plans, focusing on low-cost index funds and flexible portfolio customization.
Doceo
Doceo provides retail investors access to regular updates from investment managers via short analytical videos.
MarktoMarket
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.
InvestGlass
InvestGlass is a Swiss automation platform for financial professionals, offering tools for CRM, portfolio management, and client engagement to enhance operational efficiency.
BlueGamma
BlueGamma is a user-friendly platform for financing teams to easily download EURIBOR, SONIA, and SOFR curves.
Aiera
Aiera is an app that monitors live Wall Street events, offering real-time transcriptions and audio, along with company data search and collaboration tools.
PrivCo
PrivCo offers detailed financial data and insights on U.S. private companies, helping users with research, analysis, and informed decision-making.
Kwanti
Kwanti provides portfolio analytics for financial advisors, assisting with model building, client analysis, and proposal generation through a web-based platform.
Ginmon
Ginmon is a financial management app that assists users in tracking investments, managing portfolios, and analyzing financial data for informed decision-making.
Alphathena
Alphathena provides tools for personalized investing, including direct indexing, automated tax-loss harvesting, and portfolio management solutions for financial advisors.
Sourcescrub
Sourcescrub is a deal sourcing platform that provides investment and M&A teams with insights on private markets by integrating data from various sources.
Stockspot
Stockspot is a digital investment adviser in Australia that offers automated portfolio management using low-cost ETFs for a hands-off investing approach.
Veridion
Veridion is a business intelligence platform that enriches supplier data for onboarding and compliance, providing accurate insights from multiple sources.
Pontera
Pontera is a fintech app that enables financial advisors to manage clients' retirement accounts efficiently, ensuring comprehensive wealth management.
Jacobi
Jacobi is a cloud-based platform for managing multi-asset investments, enabling portfolio design, analysis, and client engagement with customizable dashboards and reports.
Alto
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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