Monarch
monarchmoney.com
Monarch is a personal finance app that helps users track expenses, manage budgets, and plan financially from a unified dashboard across devices.
Koyfin
koyfin.com
Koyfin is a financial analytics platform for advisors to track portfolios, analyze investments, create reports, and conduct stock research.
Betterment
betterment.com
Betterment helps employers manage 401(k) plans, offering investment management, financial guidance, and various tools for employee retirement savings.
Nasdaq
nasdaq.com
The Nasdaq app offers real-time financial data, customizable watchlists, market analysis, and educational resources for informed investing and portfolio management.
Foundersuite
foundersuite.com
Foundersuite is a platform that streamlines fundraising for startups, offering tools for managing investor relations, tracking investments, and providing essential documents.
Investipal
investipal.co
Investipal is an AI-driven app for portfolio management that automates investment policy creation, offers personalized advice, and tracks investments with real-time updates.
Fundwave
fundwave.com
Fundwave is a platform for managing fund administration, portfolio performance, investor relations, and deal tracking for various investment types.
Venture360
venture360.co
Venture360 is a comprehensive app for venture fund management, providing back office accounting, tax support, and investment tracking with simplified processes.
Carta
carta.com
Carta is a platform for equity management, offering tools for cap table management, equity issuance, fundraising, and compliance for private companies.
InvestorHub
investorhub.com
InvestorHub is an investor marketing platform that facilitates communication between public companies and shareholders, enhancing engagement and capital raising.
Dasseti
dasseti.com
Dasseti is a software platform for institutional investors, facilitating data collection, analysis, and reporting throughout the investment lifecycle, including ESG data management.
RightCapital
rightcapital.com
RightCapital is a financial planning software that helps advisors and clients manage financial situations with tools for budgeting, risk assessment, and tax analysis.
Tresmark
tresmark.com
Tresmark provides real-time access to global financial markets, offering live rates, news, and tools for analysis, alerts, and customizable dashboards.
Kubera
kubera.com
Kubera is a portfolio tracker that allows users to manage and monitor various assets like stocks, crypto, and real estate in one secure platform.
Nitrogen
nitrogenwealth.com
Nitrogen is a platform for financial advisors that automates data extraction and improves client engagement and portfolio management.
Kore
koreconx.com
KoreConX is a platform that helps companies manage capital raising, securities issuance, and shareholder relations, ensuring compliance and enhancing investor communication.
Sharesight
sharesight.com
Sharesight is an online portfolio tracker that automatically tracks stocks, ETFs, trades, and dividends, helping investors manage and analyze their investments efficiently.
Vyzer
vyzer.co
Vyzer is a digital wealth management platform that tracks public and private investments, offering financial planning tools, projections, and benchmarking.
Enfusion
enfusion.com
Enfusion is a cloud-based investment management platform that integrates front, middle, and back-office functions for real-time portfolio tracking and analytics.
Raizer
raizer.app
Raizer helps startups connect with relevant investors by utilizing AI to reach out to venture capitalists and angel investors.
Vumi
vumi.io
Vumi is a wealth management app for investment firms, providing a unified view of client investments and tools for analyzing portfolio performance and risks.
Altruist
altruist.com
Altruist is a financial advising platform that provides tools for independent advisors to manage accounts, investments, and client relationships efficiently.
Visible
visible.vc
Visible is an app that allows startups to manage investor updates, raise funds, and track performance metrics, simplifying communication between founders and investors.
With Intelligence
withintelligence.com
With Intelligence provides detailed data and insights covering hedge funds, private equity, and other asset classes, sourced directly from industry stakeholders.
True Wealth
truewealth.ch
True Wealth is a Swiss Robo-advisor app for managing investments and pension plans, focusing on low-cost index funds and flexible portfolio customization.
SigFig
sigfig.com
SigFig develops software for financial services, providing digital wealth management for advisors and tools for retail banking needs assessment.
Asora
asora.com
Asora is a SaaS platform for family offices that tracks assets, automates data capture, and offers secure, on-demand reporting online and via mobile.
Standard Metrics
standardmetrics.io
Standard Metrics is an automated platform that facilitates financial transparency between startups and investors, aiding founders in decision-making for growth.
Pepper
onpepper.com
Pepper is a cloud-based platform that helps asset managers manage data and make informed investment decisions through seamless collaboration and accessibility.
Finna
finna.ai
Finna is an app that supports Investor Relations by streamlining processes, enhancing engagement, and ensuring compliance with tools for communication and data analysis.
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