Vestlane
vestlane.com
Vestlane is a platform for managing investor onboarding and compliance processes for private funds, streamlining workflows and ensuring regulatory adherence.
Irwin
getirwin.com
Irwin is an investor relations app that helps public companies and their advisors manage relationships with the investment community using technology and data.
Strabo
strabo.app
Strabo is a cloud-based app for tracking global financial accounts, managing personal finances, and analyzing spending to improve budgeting and financial planning.
Masttro
masttro.com
Masttro is a wealth management app that provides a comprehensive view of assets and liabilities, enabling informed financial decisions with secure data management.
illio
illio.com
Illio is a modular wealth platform that provides analytics, visualizations, and insights to improve transparency and understanding of wealth for clients and advisors.
Skylark AI
skylarkai.com
Skylark AI is a platform that uses AI to enhance marketing and financial analysis by automating tasks, centralizing data, and generating reports.
InvestGlass
investglass.com
InvestGlass is a Swiss automation platform for financial professionals, offering tools for CRM, portfolio management, and client engagement to enhance operational efficiency.
bunch
bunch.capital
Bunch is a cloud platform for private funds and investors that centralizes financial data, aggregates accounts, and provides dashboards and forecasts for liquidity, portfolio, and cash management.
Edgefolio
edgefolio.com
Edgefolio is a fintech app that provides technology platforms to support capital introduction and hedge fund marketing teams in their fundraising efforts.
Quirion
quirion.de
Quirion provides professional asset management starting at 10,000, with a low annual fee of 0.48%, and no hidden costs or commissions.
Shootih
shootih.com
Shootih helps small and medium companies manage cash flow, forecasts, investments, and tax efficiency on a single platform.
Ziggma
ziggma.com
Tool for investors to link and consolidate accounts, track performance, risk, dividends and carbon footprint, receive stock scores and alerts, and simulate portfolio changes.
Reportedly
reportedly.co
Reportedly facilitates communication and updates between investors, advisors, and companies.
OpenRound
openround.vc
OpenRound is an investor relations CRM that helps founders manage VC and angel fundraising by tracking relationships and providing a database of over 5,500 early-stage investors.
Foundercrate
foundercrate.com
Foundercrate is a SaaS platform that helps startup founders manage fundraising and investor relations efficiently, allowing them to focus on growing their business.
Floww
floww.io
Floww is a software platform for venture capital, offering data management, investment reporting, and deal flow management with a focus on data security and ease of use.
Dealight AI
dealight.ai
Dealight AI automates real-time customer research for service firms, identifying potential clients to increase meeting booking rates.
Flowlie
flowlie.com
Flowlie is a cloud-based platform that helps startup founders streamline fundraising, manage investor relations, and optimize outreach strategies for better funding outcomes.
Stockspot
stockspot.com.au
Stockspot is a digital investment adviser in Australia that offers automated portfolio management using low-cost ETFs for a hands-off investing approach.
Pontera
pontera.com
Pontera is a fintech app that enables financial advisors to manage clients' retirement accounts efficiently, ensuring comprehensive wealth management.
Ginmon
ginmon.de
Ginmon is a financial management app that assists users in tracking investments, managing portfolios, and analyzing financial data for informed decision-making.
Alto
altoira.com
Alto is an investment platform that allows users to diversify retirement portfolios by investing in alternative assets like real estate, art, and cryptocurrency through self-directed IRAs.
Q4
q4inc.com
Q4 is an investor relations platform that streamlines investor engagement, analytics, and compliance for public companies, enhancing communication and transparency.
Measurabl
measurabl.com
Measurabl is an ESG data management app for commercial real estate, helping users track and manage sustainability metrics and comply with regulations.
Jacobi
jacobistrategies.com
Jacobi is a cloud-based platform for managing multi-asset investments, enabling portfolio design, analysis, and client engagement with customizable dashboards and reports.
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