11 companies

Showing 1–11 of 11 companies

moomoo

moomoo is a global investment and trading platform founded in 2018, offering charting, Level 2 market data, AI insights and education to over 28 million users across seven markets.

iCapital

iCapital, founded in 2013, is a fintech firm running a platform that automates alternative investing in private markets, with 1,750+ staff across 16 offices worldwide.

Yieldstreet

Yieldstreet (Willow Wealth), founded 2014, is an online private markets platform curating alternative investments in real estate, venture capital, private equity and art for everyday investors.

Fundment

Fundment provides financial advisers with technology and services covering account opening, transfers, investment management, digital drawdown and custom indexing.

Thndr

Thndr is a mobile-first digital investment platform offering commission-free trading in stocks, mutual funds and gold to more than 4 million users across the MENA region.

SimCorp

SimCorp provides integrated front-to-back investment management platforms, including its IBOR and Axioma risk tools, to asset managers, banks, pension funds and other buy-side institutions.

Zoe Financial

Zoe Financial is a fintech wealth management platform connecting individuals with vetted fiduciary advisors, backed by automated investing and tax optimization technology.

Fidelity Investments

Fidelity Investments, founded in 1946 and headquartered in Boston, provides investment management, retirement planning and brokerage services to individual, employer and institutional clients worldwide.

AssetMark

AssetMark is a US wealth management platform providing technology, investment solutions and business consulting to more than 10,000 independent financial advisors.

Squarepoint Capital

Squarepoint Capital is a privately held global quantitative investment management firm using a systematic approach and proprietary technology linking research and trading.

Raylu

Raylu builds an AI origination engine that helps private-markets investment firms source, qualify and act on deals faster.

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