Koyfin
koyfin.com
Koyfin is a financial analytics platform for advisors to track portfolios, analyze investments, create reports, and conduct stock research.
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.
DailyPay
dailypay.com
DailyPay allows employees to access earned wages instantly via an app or Visa prepaid card, enabling better financial management before payday.
Carta
carta.com
Carta is a platform for equity management, offering tools for cap table management, equity issuance, fundraising, and compliance for private companies.
Earnin
earnin.com
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.
Branch app
branchapp.com
Branch facilitates payments for businesses and provides users with a bank account, instant wages access, and budgeting tools for better financial 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.
SmartDollar
smartdollar.com
SmartDollar is an app that helps employees manage finances by providing budgeting tools, debt reduction strategies, and long-term planning resources.
Nitrogen
nitrogenwealth.com
Nitrogen is a platform for financial advisors that automates data extraction and improves client engagement and portfolio management.
Tresmark
tresmark.com
Tresmark provides real-time access to global financial markets, offering live rates, news, and tools for analysis, alerts, and customizable dashboards.
Best Money Moves
bestmoneymoves.com
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.
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.
Brightside
gobrightside.com
Brightside provides personalized financial assistance for employees, helping with debt management, savings, and accessing financial resources through expert support.
Instant Financial
instant.co
Instant Financial is an app that allows employees to access their earned wages instantly, make purchases, and transfer wages to a bank account.
MoneyWellth
moneywellth.com
MoneyWellth is a financial management app that helps users track spending, manage budgets, and learn about various financial topics through resources and tools.
Guideline
guideline.com
Guideline app provides full-service 401(k) plans, simplifying retirement benefits access for smaller businesses and their employees.
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.
Altruist
altruist.com
Altruist is a financial advising platform that provides tools for independent advisors to manage accounts, investments, and client relationships efficiently.
OrbisPay
orbispay.me
OrbisPay allows employees to access their earned wages on-demand, improving cash flow management and reducing financial stress before payday.
Your Money Line
yourmoneyline.com
Your Money Line offers personalized financial coaching, education, and tools to help individuals manage their finances and improve financial literacy effectively.
Vyzer
vyzer.co
Vyzer is a digital wealth management platform that tracks public and private investments, offering financial planning tools, projections, and benchmarking.
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.
Human Interest
humaninterest.com
Human Interest is a cloud-based platform that simplifies 401(k) plan management for small and medium-sized businesses, offering automated administration and payroll integration.
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.
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.
Tantify
tantify.com
Tantify is a platform for real estate professionals to enhance property listings with virtual staging, 3D rendering, photography, and videography.
ZayZoom
zayzoon.com
ZayZoon is a platform that allows employees to access earned wages on demand, reducing financial stress and improving workplace satisfaction.
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.
Venture360
venture360.co
Venture360 is a comprehensive app for venture fund management, providing back office accounting, tax support, and investment tracking with simplified processes.
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.
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