Fidelity
fidelity.com
The Fidelity Investments app allows users to manage financial assets, monitor retirement savings, conduct trades, and access research and investment tools.
Ajaib
ajaib.co.id
Ajaib is a digital brokerage app that enables users in Indonesia to invest in stocks, mutual funds, and cryptocurrencies from their mobile devices.
Morningstar
morningstar.com
Morningstar Office is a portfolio management platform for RIAs, offering data integration, client reporting, portfolio monitoring, financial planning, and CRM tools.
Affinity
affinity.co
Affinity is a relationship intelligence platform that automates data entry and manages networks for industries like finance and real estate.
Nasdaq
nasdaq.com
The Nasdaq app offers real-time financial data, customizable watchlists, market analysis, and educational resources for informed investing and portfolio management.
Carta
carta.com
Carta is a platform for equity management, offering tools for cap table management, equity issuance, fundraising, and compliance for private companies.
Foundersuite
foundersuite.com
Foundersuite is a platform that streamlines fundraising for startups, offering tools for managing investor relations, tracking investments, and providing essential documents.
Clearco
clear.co
Clearco offers revenue-based financing for startups, providing quick funding without equity loss, focusing on businesses with solid revenue streams.
AngelList
angellist.com
AngelList connects investors, fund managers, and startups, facilitating investments and providing services for business management.
Easop
easop.com
Easop is a SaaS platform that enables startups to manage global equity compensation and tax handling for employees, contractors, and advisors across 65 countries.
Qapita
qapita.com
Qapita is an equity management platform for startups and companies, offering tools for cap tables, ESOP management, and investor relations.
Nana Fund
nana.fund
Nana Fund connects veteran-owned businesses with various funding options, including grants, loans, and venture capital to support their growth.
Finta
trustfinta.com
Finta is an AI-powered platform that streamlines fundraising and investor relations with features like a secure deal room, investor CRM, and investment transfer management.
Cake
cakeequity.com
Cake is an app that enables companies to manage equity, simulate raises, and handle shareholders globally through cap tables and equity templates.
Ledgy
ledgy.com
Ledgy is an equity management platform that automates tracking, managing, and reporting of employee stock options and cap tables for businesses.
Raizer
raizer.app
Raizer helps startups connect with relevant investors by utilizing AI to reach out to venture capitalists and angel investors.
Visible
visible.vc
Visible is an app that allows startups to manage investor updates, raise funds, and track performance metrics, simplifying communication between founders and investors.
Altruist
altruist.com
Altruist is a financial advising platform that provides tools for independent advisors to manage accounts, investments, and client relationships efficiently.
Capcade
capcade.com
Capcade is a platform for private market collaboration, offering tools for investors and service providers to manage deals within a secure and integrated environment.
Quoroom
quoroom.com
Quoroom is an investment management platform for angel syndicates and VC funds, aiding in investor relations, onboarding, compliance, and legal processes.
Mantle
withmantle.com
Mantle is an equity management platform that helps founders track, issue, and manage ownership, supported by AI for streamlined workflows and decision-making.
Juniper Square
junipersquare.com
Juniper Square offers fund software for private markets, facilitating communication and management for GPs and LPs throughout the investment lifecycle.
Pulley
pulley.com
Pulley is a cap table management platform that helps founders and employees manage equity, model fundraising scenarios, and ensure compliance efficiently.
Kore
koreconx.com
KoreConX is a platform that helps companies manage capital raising, securities issuance, and shareholder relations, ensuring compliance and enhancing investor communication.
Cyndx
cyndx.com
Cyndx is an AI-based platform for discovering and analyzing potential acquisition deals, focusing on private companies and their financial activities.
Caruso
getcaruso.com
Caruso is a software platform for private market fund management, streamlining operations for fund managers in real estate, agriculture, private credit, and private equity.
Salto X
saltox.co
Salto X is a cap table management platform that simplifies equity management for growing teams with an intuitive interface and scalable design.
Finna
finna.ai
Finna is an app that supports Investor Relations by streamlining processes, enhancing engagement, and ensuring compliance with tools for communication and data analysis.
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.
Vestlane
vestlane.com
Vestlane is a platform for managing investor onboarding and compliance processes for private funds, streamlining workflows and ensuring regulatory adherence.
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