Venture360
venture360.co
Venture360 is a comprehensive app for venture fund management, providing back office accounting, tax support, and investment tracking with simplified processes.
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.
SigFig
sigfig.com
SigFig develops software for financial services, providing digital wealth management for advisors and tools for retail banking needs assessment.
Pontera
pontera.com
Pontera is a fintech app that enables financial advisors to manage clients' retirement accounts efficiently, ensuring comprehensive wealth 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.
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.
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.
Alphathena
alphathena.com
Alphathena provides tools for personalized investing, including direct indexing, automated tax-loss harvesting, and portfolio management solutions for financial advisors.
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.
Palico
palico.com
Palico is a marketplace for buying and selling small private fund positions, streamlining transactions from listing to closing with a global network.
Optio
optioincentives.com
Optio is a SaaS app for managing equity compensation plans, streamlining incentive programs, ensuring compliance, and optimizing organizational performance.
Capboard
capboard.io
Capboard.io simplifies cap table management, equity plans, and investor relations for startups, ensuring accurate reporting and efficient communication.
ShareForce
shareforce.net
ShareForce is an app for managing and reporting on equity and cash incentive plans for private, growing, and listed companies.
EquityList
equitylist.co
EquityList is an equity management platform that helps companies manage cap tables, stock options, fundraising, and valuations efficiently.
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.
Edda
edda.co
Edda is a platform for VC/PE investors to manage deal flow, portfolios, and networks collaboratively, streamlining data organization and decision-making.
Shootih
shootih.com
Shootih helps small and medium companies manage cash flow, forecasts, investments, and tax efficiency on a single platform.
Betterfront
betterfront.io
Betterfront is a SaaS platform for private capital, facilitating primary fundraising and secondary transactions in private equity and venture capital.
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.
StartupTools
startuptools.ai
StartupTools is a platform for managing corporate actions and legal processes, including share registers, stock options, document templates, and e-signing.
Venture IQ
ventureiq.nl
Venture IQ is a platform that provides data and tools for venture capital and private equity investments, aiding in market analysis, deal sourcing, and portfolio management.
Orchestra.io
orchestra.io
Orchestra.io helps businesses manage equity and investor relations by tracking share registries, cap tables, and employee share schemes in one platform.
Vestd
vestd.com
Vestd is an FCA regulated equity management platform for SMEs, enabling share issuance, cap table maintenance, and compliance with HMRC digitally.
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