10 companies

Showing 1–10 of 10 companies

Addepar

Addepar, founded in 2009, provides a wealth management platform that aggregates financial data so advisers, family offices and institutions can see and analyse client portfolios in real time.

Dispatch

Dispatch provides a wealth-tech data orchestration platform, using AI-powered matching and entity resolution to keep client data consistent across custodians, CRMs and planning tools.

Savvy Wealth

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

Farther Finance

Farther Finance is a technology-driven wealth management firm founded in 2019, building a proprietary platform that optimises after-tax returns and cuts advisor administrative work.

Arta Finance

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

1 open job

Luminary

Luminary builds an AI-native platform that digitizes and automates estate planning processes, helping wealth advisors extract data and generate visualizations from legal documents.

Basic Capital

Basic Capital is a fintech company offering a modern 401(k) platform and a Retirement Mortgage product to help workers build retirement savings on a larger base.

Altruist

Altruist is an AI-forward custodian and wealth platform combining a self-clearing brokerage with software for independent financial advisors, covering account opening, trading, portfolio management, billing and reporting.

Broadridge Financial Solutions, Inc.

Broadridge is a global fintech firm providing trade processing, regulatory reporting, shareholder communications, and wealth management technology to financial institutions and public companies.

LEA

LEA, founded in 2023, builds autonomous AI agents that process documents, extract data and orchestrate workflows inside the existing enterprise systems of wealth management firms.