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.
Clearco
Clearco offers revenue-based financing for startups, providing quick funding without equity loss, focusing on businesses with solid revenue streams.
AngelList
AngelList connects investors, fund managers, and startups, facilitating investments and providing services for business management.
Betterment
Betterment helps employers manage 401(k) plans, offering investment management, financial guidance, and various tools for employee retirement savings.
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.
Affinity
Affinity is a relationship intelligence platform that automates data entry and manages networks for industries like finance and real estate.
Fundwave
Fundwave is a platform for managing fund administration, portfolio performance, investor relations, and deal tracking for various investment types.
Venture IQ
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.
Qapita
Qapita is an equity management platform for startups and companies, offering tools for cap tables, ESOP management, and investor relations.
Dasseti
Dasseti is a software platform for institutional investors, facilitating data collection, analysis, and reporting throughout the investment lifecycle, including ESG data management.
Carta
Carta is a platform for equity management, offering tools for cap table management, equity issuance, fundraising, and compliance for private companies.
Zapflow
Zapflow is a software platform for professional investors to manage deal flow, fundraising, and portfolio tracking efficiently.
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.
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.
Vyzer
Vyzer is a digital wealth management platform that tracks public and private investments, offering financial planning tools, projections, and benchmarking.
Caruso
Caruso is a software platform for private market fund management, streamlining operations for fund managers in real estate, agriculture, private credit, and private equity.
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.
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.
Finta
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.
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.
True Wealth
True Wealth is a Swiss Robo-advisor app for managing investments and pension plans, focusing on low-cost index funds and flexible portfolio customization.
Visible
Visible is an app that allows startups to manage investor updates, raise funds, and track performance metrics, simplifying communication between founders and investors.
Solutions
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