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Wealth Management Platform Related Products
goodfin
Building the next generation of wealth
AI-Powered Portfolio Management
Wealthfolio
Secure, offline portfolio management for your financial data.
Portfolio Management
Stack Wealth
New age wealth management app for India
Automated Investing
Finary.com
The new wealth manager for Europe
Portfolio Management
OWNY
Manage capital, investors & banking in one place.
Capital Management
Mentum
Wealth Data platform
Financial Data Aggregation
Principal
Your AI-powered wealth platform
AI-Powered Wealth Management
Titan
Titan is building a new Schwab.
Robo Advisor
FutureAdvisor
The online financial management service for everyone.
Automated Portfolio Management
Fintual
Wealth manager
Robo-Advisor
Delphia
Delphia — building at the intersection of consumer data and market…
Data-Driven Investing
Bloom
Investing app that teaches you how to invest
Investing Education
Origin
The #1 app to invest, get advice & track spend.
Budgeting & Savings
Finmark
Financial planning software for startups
Startup Financial Management
Valuemetrix
Empower your investment journey!
AI-Powered Insights
Streetbeat
Your J.A.R.V.I.S. for Finance
AI-Powered Investment Advice
Koshex
Automating wealth creation for 400M Indian millennials
Automated Investing
Mahaana Wealth
Mahaana is first & only licensed digital wealth manager in Pakistan
Retirement Planning
Easyplan
An AI-driven investment app for beginner investors in India
AI-Powered Investment Planning
Magna
Carta for Web3: token vesting and DeFi investment management.
Token Vesting
Ledger Investing
Marketplace for insurance securitization.
Insurance Securitization
Infina
Leading wealth management and investing platform in Vietnam
Stock Trading
Elphinstone, Inc.
Robo-advisory platform for Pakistan
Retirement Planning
CapixAI
A modern private capital platform
Private Capital
Aqua
The Modern Way for Financial Advisors to Put Their Clients into Alts
Alternative Investments
Atomic
API that lets companies embed investment accounts into their services
Investment API
Purpose Finance
Accelerating the shift to a more transparent economy
ESG Data & Analytics
SNAB
A global treasury management platform for complex multi-group and…
Global Banking
Lofty
Real Estate Investing With Instant Liquidity – Lend & Earn
Fractional Ownership
Vest
Bringing wider access to financial derivatives.
Target Outcome Investments