Wealth Management companies

Savvy Wealth builds technology to automate administrative tasks for independent financial advisors, enabling them to focus on client relationships.

Arta Finance builds a digital family office platform that uses deep technology like machine learning and AI to democratize sophisticated wealth management for a…

Basic Capital is a fintech company offering a modern 401(k) platform with a Retirement Mortgage financing product to help workers build retirement wealth on a l…

Luminary builds an AI-native platform that digitizes and automates estate planning processes, helping wealth advisors extract data and generate visualizations f…