17 companies

Showing 1–17 of 17 companies

Mako Financial Technologies

Mako Financial Technologies builds low-code, customized software that transforms processes for financial firms, working remotely-first from Montreal, Toronto and Vancouver.

InvestorCOM

InvestorCOM provides regulatory compliance software and communications solutions, including its RolloverAnalyzer product, for wealth and asset management firms across North America.

Copia Wealth Studios

Copia Wealth Studios builds an AI-based financial intelligence platform that aggregates and analyses investment data for family offices, wealth managers and RIAs.

Addepar

Addepar provides a wealth management technology platform that aggregates financial data to give wealth managers, family offices and institutions a complete, real-time view of client portfolios.

Savvy Wealth

Savvy Wealth, founded in 2021, builds wealth management technology for independent financial advisors, replacing paperwork and disconnected systems with integrated workflow and document tools.

Wealthsimple

Wealthsimple is a Canadian fintech company offering automated and self-directed investing, banking, cryptocurrency trading, tax filing and wealth management.

Chip

Chip is a UK wealth app combining savings, investment funds and stocks & shares ISAs in one place, with automated saving tools and over £6bn in assets under management.

Landytech

Landytech builds Sesame, an AI-powered investment management platform that aggregates, classifies and reports across asset classes for wealth and asset managers.

Osaic, Inc.

Osaic provides wealth management technology, money management tools and support services to over 11,000 financial professionals managing more than $700 billion in assets across all 50 states.

AssetMark

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

Apex Fintech Solutions

Apex Fintech Solutions builds cloud-native, API-driven infrastructure powering over 20 million investment accounts for wealth management firms, broker-dealers, and startups.

Arta Finance

Arta Finance provides a digital family office platform for modern investors, combining deep technology and finance.

Capitect

Capitect, founded in 2015, builds an open-architecture SaaS platform giving independent RIAs portfolio management, performance reporting, billing and rebalancing tools.

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.

Zoe Financial

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

Purpose Unlimited

Canadian financial services firm, founded 2012 in Toronto, combining investment, advice, technology and capital across wealth management and small business lending.

Luminary

Luminary builds an AI-native platform that converts estate planning documents into structured data, summaries and visualizations for wealth advisors.