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.
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.
Shootih
shootih.com
Shootih helps small and medium companies manage cash flow, forecasts, investments, and tax efficiency on a single platform.
Identifee
identifee.com
Identifee is an engagement platform for financial services that provides automated insights and training to enhance customer experience and increase revenue.
Finpace
finpace.com
Finpace develops software that automates workflows for financial advisory teams, improving compliance and reducing time waste for both advisors and clients.
Zapflow
zapflow.com
Zapflow is a software platform for professional investors to manage deal flow, fundraising, and portfolio tracking efficiently.
Altvia
altvia.com
Altvia is a platform for private equity firms that streamlines fundraising, tracks investor engagement, and manages communications and data analysis for better capital raising.
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.
Kwanti
kwanti.com
Kwanti provides portfolio analytics for financial advisors, assisting with model building, client analysis, and proposal generation through a web-based platform.
Sourcescrub
sourcescrub.com
Sourcescrub is a deal sourcing platform that provides investment and M&A teams with insights on private markets by integrating data from various sources.
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.
Proposable
proposable.com
Proposable is a platform for creating, tracking, and signing web-based proposals efficiently, designed for small teams and startups with integrated eSignature features.
Pitch Power
pitchpower.ai
Pitch Power helps users create structured business proposals and pitches, improving communication and effectiveness for various audiences.
Estii
estii.com
Estii is estimation software that enables service businesses to collaboratively create and export commercial proposals for pricing and project scoping.
Bidhive
bidhive.com
Bidhive is an app for planning, managing, and tracking bid submissions, enhancing collaboration and efficiency in tender processes for organizations.
RFP360
rfp360.com
RFP360 is a request management app that helps teams create, manage, and evaluate RFx documents in a centralized digital workspace.
iQuoteXpress
iquotexpress.com
iQuoteXpress is a web-based app that automates sales quoting by allowing users to create, manage, and track proposals with accurate product information.
Acquirell
acquirell.com
Acquirell is a procurement technology suite for SMBs that automates procurement processes, manages supplier relations, and analyzes spending within a single system.
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.
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