SigFig
sigfig.com
SigFig builds software for financial services organizations, ranging from digital wealth management platforms for financial advisors to needs discovery tools for retail bankers.
Pontera
pontera.com
Pontera™, the fintech company helping retirement savers receive professional 401(k) account management from their trusted financial advisor, is dedicated to helping more Americans retire with greater wealth and financial security. Founded in 2012, we work with Registered Investment Advisors (RIAs), Broker-Dealers, and some of the largest financial institutions in the country to deliver more comprehensive wealth management.
Masttro
masttro.com
Masttro is a wealth tech platform that enables a 100% view of wealth. The platform provides a single source of accurate, full-picture data to give wealth owners ultimate control, transparency and peace of mind to make informed, data-driven financial decisions in real-time. Masttro offers a total wealth overview covering all illiquid and liquid investments to liabilities and passion assets. It comes with a comprehensive suite of features including data aggregation, analysis and reporting - all protected by best-in-class cybersecurity architecture and data security protocols.
illio
illio.com
We grow engagement with your clients by improving transparency. Based upon an award-winning investment process, our proprietary Insights help end users and advisors learn what matters most about their wealth. We aim to bring simplicity, efficiency and transparency to the wealth industry. Traditionally, analyzing wealth is a complex process which doesn't help advisor productivity. Furthermore, explaining wealth is often jargon intense which doesn't help stakeholders' understanding of what they own. Our modular wealth platform is designed to support wealth firms, online platforms, family offices, asset or fund managers with time saving analytics, user friendly visualizations and personalized portfolio Insights.
Ginmon
ginmon.de
Ginmon is the digital and borderless wealth management platform to empower our customers to live a financially independent life by making professional, international wealth management accessible.
Enfusion
enfusion.com
Enfusion is a leading global provider of native SaaS-based investment management technology solutions and services that enables clients to operate from a single golden source of data from the front-office to the back. A platform to boost agility, Enfusion delivers award-winning software, managed services and analytics to more than 500 investment managers and hedge funds from eight offices spanning four continents.
Asora
asora.com
Asora is a SaaS solution for single and multi-family offices to track and oversee assets, automating data capture and providing digital on-demand reporting on the web and mobile. Asora provides a single secure location for all the family’s data. The data is protected with always-on encryption and robust security protocols. Time-consuming manual handling of data and report creation from multiple data sources is replaced with automated data feeds, a single source of truth, and digital on-demand reporting.
Alphathena
alphathena.com
Hi, we’re Alphathena. We’re here to make personalized investing accessible to everyone by providing RIAs and FinTech providers with ready-to-implement direct indexing tools. Our developer-friendly API infrastructure and Web solutions power the entire investing lifecycle with services including personalized and pre-built indexes, automated tax-loss harvesting, rules-based rebalancing, portfolio transitions, and much more.. Each solution is available as a modular offering to allow financial advisors to build a custom set of solutions, so they can deliver a personalized client experience that will grow their businesses. And all our solutions are available through our modern Web Apps and via our high-performance, cloud-based, fiduciary-compliant API infrastructure, which enables seamless integration into our client front- and back-office workflows.
Skylark AI
skylarkai.com
Skye is the premier AI diligence and investment analysis platform developed by Skylark AI. With Skye, users can sort and categorize multi-modal disparate data to develop custom enterprise agents that are capable of providing insights, generating reports, and serving as an analyst for a multitude of organizational needs. This is the analyst everyone wishes they had.
Sharesight
sharesight.com
Sharesight is a popular online investment portfolio tracker that has been running since 2007. Sharesight allows users to track their stocks, ETFs, dividends, trades, stock splits & more automatically, cutting down on the need for data entry and saving investors time and money. Investors can import their trading history from their stock brokerage account & let Sharesight take care of the rest - see your historic trading performance on a graph, benchmark against any other stock market index or ETF, run easy tax reports and more. Try Sharesight for free today.
Quirion
quirion.de
Quirion has revolutionized asset management and already offers professional asset management from as little as 10,000 (action until 31.07.2019: when participating in the raffle, the minimum investment amounts to only 5,000 in the basic package). And that for just 0.48 percent pa - no additional costs, hidden fees and commissions.
DEF 14
def14.co
At DEF 14, our mission is to revolutionize the way you understand and engage with shareholder activism. We provide cutting-edge analytics and intelligence that transform data into actionable insights. Whether you are defending against activist campaigns or driving them, our platform is designed to give you a competitive edge with the most advanced tools and information in the industry.
Aumni
aumni.fund
Aumni's mission is to empower leaders in the private capital markets to make data-based investment decisions. We use the latest technology to discover, analyze, and deliver investment insights previously buried in unstructured closing set documents—we shine a bright light on your best work. And we give you full access to your entire portfolio and unprecedented market benchmarking. It’s all at your fingertips, day or night. With Aumni, you can: ➤ Centralize legal document management — Aumni automates the collection, organization, and audit of the closing set and executed agreements underlying all transactions with each portfolio company. Our audit ensures 100% fidelity across all documents and data sets. ➤ Liberate your workflow — Your team has immediate access to all financial and legal data points, i.e., capitalization, deal terms, legal terms, QSBS tracking, and co-investor analysis. Enjoy newfound liberation from the tedious manual contract searches you used to endure. ➤ Disseminate accurate, valuable information — Centralize and automate access to sought-after documents and data to improve communication with finance, legal, and investment teams, external auditors, and other software systems. ➤ Modernize fundraising — Bolster your appeal by demonstrating a sophisticated data strategy, institutional-level reporting compliance, and proof of readiness for increased transaction volume.
Alto
altoira.com
Alto's holistic alternatives investment platform empowers individual investors to diversify their portfolios by investing in alternative assets that have long been enjoyed by professional investors. Offering Traditional, Roth and SEP IRAs, Alto is unlocking the power of trillions in investable retirement savings, giving investors more access to participate in alternative assets like private equity, venture capital, cryptocurrency, real assets including farmland, real estate, fine wine and art, and more. Alto Solutions is a self-directed IRA administrator builds and operates easy-to-use technology that enables individual investors to access alternatives. Alto’s self-directed IRA products, the Alto IRA and Alto CryptoIRA® offer the same tax advantages as more conventional IRAs, while providing access to investment opportunities not offered by most custodians, without complicated or hidden fees. Alto Securities is a wholly-owned registered broker-dealer and member of FINRA/SIPC that allows Alto to market, sell and transact private placement securities opportunities to platform users, both investors and issuers alike. Alto Capital is an exempt reporting advisor used to provide unique alternative investment opportunities to individual accredited investors by lowering historically institutional barriers like minimum investment amounts.
Founderpath
founderpath.com
The way SaaS founders get capital without giving up equity. Get $10k-$1m in 72 hours. Everyone gets free analytics.
Shootih
shootih.com
Shootih is a way to help small and medium-cap companies (like Systango) manage their cash flow, forecasts, investments, goals and become more tax efficient effortlessly on a single platform with the help of technology. Vinita and Nilesh’s aim is to enable small business owners and established entrepreneurs to focus on what matters (taking the business to the desired heights) and avoid distractions (caused by finance mismanagement). With Shootih, you are able to: 1. Monitor cash flow across multiple bank accounts and portfolios. 2. Forecast your expenses. 3. Access various investment instruments suitable for a business. 4. Be more tax efficient. 5. Last but not least, able to track your corporate goals
Betterfront
betterfront.io
Betterfront is an investment technology company dedicated to private capital. Betterfront provides a SaaS platform for primary fundraisings and a SaaS-enabled marketplace for secondary transactions of private equity and venture capital funds.
Jacobi
jacobistrategies.com
Jacobi streamlines multi-asset investment processes with a customizable cloud-based platform for portfolio design, analysis, and engagement. Jacobi is a pioneer of “front office-to-client” integration and digitization which sits above and across traditional bottom-up portfolio management applications. With Jacobi asset managers can scale, bespoke, forward looking and historical analysis and therefore better managing portfolio risk to objectives. Jacobi is built for client engagement allowing users to showcase their investment processes using interactive, white-labelled dashboards, apps and reports. Jacobi provides its technology to top-tier investors across the globe, including wealth managers, asset owners, asset managers and investment consultants. Jacobi is headquartered in San Francisco with offices in Australia, and London, UK.
Pepper
onpepper.com
Pepper helps Alternative Asset Managers address their business opportunities across the company through our integrated, componentized, next-gen data platform. Pepper is the only System of Engagement (SOE) with a cloud-based platform adaptable to the types of investment needs, strategies, complexity, and imagination asset managers require. The pace of change in asset management is increasing globally, with a fundamental shift to more alternative asset class investment. Pepper is ahead of the growing Fintech community by providing a scalable integrated solution that solves the demands of asset managers now, and in 10 years. Pepper enables asset managers to collect all their data, make those assets easily available to the enterprise anytime/anywhere in a safe and secure environment, visualize investment decisions and gain deep insights from those decisions. Pepper has no silos, no barriers between the different modules of functionality; data need only ever be verified and entered once. And the more data is uploaded, the more powerful and versatile that data becomes. PEPPER SOLVES… • Data Complexity – Increasing collaboration across different functional teams – everyone sees and has access to the same data. • Speed and Accessibility – Streamlining operations of existing portfolios, including valuations, cash, and liquidity management. • Insights and Reporting – Data is only good if it is relevant and useful, timely and comprehensive, without Pepper asset managers waste time managing data chaos. • Action and Decision Making – Analyzing deals, assets and helps asset managers make the BEST decisions for the portfolio.
Dasseti
dasseti.com
Dasseti (formerly Diligend) is an award-winning software provider that helps institutional investors, investment consultants and investment managers meet the rigorous demands for data collection, analysis, exchange, reporting and compliance at every stage of the investment lifecycle. Dasseti Collect allows allocators to streamline data collection and analysis processes through digitization, automation and collaboration. Dasseti ESG Collect is used by private market LPs to collect hard-to-find ESG data from GPs, or GPs collecting data from portfolio companies. Dasseti Engage allows asset and fund managers to improve investor relations by streamlining processes like: responding to client requests, delivering consistent information, distributing reports quickly and securely.
True Wealth
truewealth.ch
Investing has never been this simple You want to make sound investments without excessive fees? Open a True Wealth account today and never look back.
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