Masttro
Masttro is a wealth management app that provides a comprehensive view of assets and liabilities, enabling informed financial decisions with secure data management.
Morphlin
Morphlin is an AI-driven trading tool that offers advanced analytics, market insights, and automated strategies for optimizing trading performance.
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.
Visible
Visible is an app that allows startups to manage investor updates, raise funds, and track performance metrics, simplifying communication between founders and investors.
DEF 14
DEF 14 offers analytics and intelligence tools for understanding and engaging with shareholder activism, helping users navigate activist campaigns effectively.
Shootih
Shootih helps small and medium companies manage cash flow, forecasts, investments, and tax efficiency on a single platform.
illio
Illio is a modular wealth platform that provides analytics, visualizations, and insights to improve transparency and understanding of wealth for clients and advisors.
Standard Metrics
Standard Metrics is an automated platform that facilitates financial transparency between startups and investors, aiding founders in decision-making for growth.
InvestGlass
InvestGlass is a Swiss automation platform for financial professionals, offering tools for CRM, portfolio management, and client engagement to enhance operational efficiency.
Pepper
Pepper is a cloud-based platform that helps asset managers manage data and make informed investment decisions through seamless collaboration and accessibility.
Strabo
Strabo is a cloud-based app for tracking global financial accounts, managing personal finances, and analyzing spending to improve budgeting and financial planning.
Alphathena
Alphathena provides tools for personalized investing, including direct indexing, automated tax-loss harvesting, and portfolio management solutions for financial advisors.
Founderpath
Founderpath provides SaaS founders with capital between $10k and $1m within 72 hours, along with free analytics, without requiring equity.
Betterfront
Betterfront is a SaaS platform for private capital, facilitating primary fundraising and secondary transactions in private equity and venture capital.
Ginmon
Ginmon is a financial management app that assists users in tracking investments, managing portfolios, and analyzing financial data for informed decision-making.
Skylark AI
Skylark AI is a platform that uses AI to enhance marketing and financial analysis by automating tasks, centralizing data, and generating reports.
Aumni
Aumni is a financial tech app that centralizes and automates the management and analysis of legal documents and financial data for private equity and venture capital investors.
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.
Stockspot
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 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.
Solutions
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