Monarch
Monarch is a personal finance app that helps users track expenses, manage budgets, and plan financially from a unified dashboard across devices.
Koyfin
Koyfin is a financial analytics platform for advisors to track portfolios, analyze investments, create reports, and conduct stock research.
DailyPay
DailyPay allows employees to access earned wages instantly via an app or Visa prepaid card, enabling better financial management before payday.
Investipal
Investipal is an AI-driven app for portfolio management that automates investment policy creation, offers personalized advice, and tracks investments with real-time updates.
Venture360
Venture360 is a comprehensive app for venture fund management, providing back office accounting, tax support, and investment tracking with simplified processes.
Earnin
Earnin is a financial app that allows users to access earned wages early, helping them manage expenses and avoid overdraft fees without interest or mandatory fees.
Best Money Moves
Best Money Moves is an app that helps users reduce financial stress and manage their finances through tools and information, available as a free benefit from employers.
Dasseti
Dasseti is a software platform for institutional investors, facilitating data collection, analysis, and reporting throughout the investment lifecycle, including ESG data management.
Branch app
Branch facilitates payments for businesses and provides users with a bank account, instant wages access, and budgeting tools for better financial management.
Carta
Carta is a platform for equity management, offering tools for cap table management, equity issuance, fundraising, and compliance for private companies.
SmartDollar
SmartDollar is an app that helps employees manage finances by providing budgeting tools, debt reduction strategies, and long-term planning resources.
RightCapital
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 provides real-time access to global financial markets, offering live rates, news, and tools for analysis, alerts, and customizable dashboards.
Enfusion
Enfusion is a cloud-based investment management platform that integrates front, middle, and back-office functions for real-time portfolio tracking and analytics.
Kubera
Kubera is a portfolio tracker that allows users to manage and monitor various assets like stocks, crypto, and real estate in one secure platform.
MoneyWellth
MoneyWellth is a financial management app that helps users track spending, manage budgets, and learn about various financial topics through resources and tools.
Instant Financial
Instant Financial is an app that allows employees to access their earned wages instantly, make purchases, and transfer wages to a bank account.
Sharesight
Sharesight is an online portfolio tracker that automatically tracks stocks, ETFs, trades, and dividends, helping investors manage and analyze their investments efficiently.
Nitrogen
Nitrogen is a platform for financial advisors that automates data extraction and improves client engagement and portfolio management.
Quirion
Quirion provides professional asset management starting at 10,000, with a low annual fee of 0.48%, and no hidden costs or commissions.
Guideline
Guideline app provides full-service 401(k) plans, simplifying retirement benefits access for smaller businesses and their employees.
Vyzer
Vyzer is a digital wealth management platform that tracks public and private investments, offering financial planning tools, projections, and benchmarking.
Asora
Asora is a SaaS platform for family offices that tracks assets, automates data capture, and offers secure, on-demand reporting online and via mobile.
Brightside
Brightside provides personalized financial assistance for employees, helping with debt management, savings, and accessing financial resources through expert support.
SigFig
SigFig develops software for financial services, providing digital wealth management for advisors and tools for retail banking needs assessment.
Vumi
Vumi is a wealth management app for investment firms, providing a unified view of client investments and tools for analyzing portfolio performance and risks.
ZayZoon
ZayZoon lets employees withdraw earned wages before payday via payroll integration, transfers funds to their bank account, and provides discounts and basic financial planning tools.
Altruist
Altruist is a financial advising platform that provides tools for independent advisors to manage accounts, investments, and client relationships efficiently.
Masttro
Masttro is a wealth management app that provides a comprehensive view of assets and liabilities, enabling informed financial decisions with secure data management.
OrbisPay
OrbisPay allows employees to access their earned wages on-demand, improving cash flow management and reducing financial stress before payday.
Solutions
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