Name | Description | Industry | Official Website | Location | ||
|---|---|---|---|---|---|---|
Vestwell is a Manhattan-based digital retirement platform providing turnkey solutions for financial advisors. | ||||||
Accern is a data design company automating research and data analysis using artificial intelligence. | ||||||
Ellevest is a New York-based financial management firm for women founded in 2014 by Sallie Krawcheck. | ||||||
blooom is a London-based online investment advisor that manages employer sponsored retirement accounts. | ||||||
OneVest empowers enterprises and consumers to access private wealth management through our Wealth-as-a-Service platform | ||||||
Empathy combines technology and human support to help grieving family members through the logistical tasks and emotional trauma following the death of a loved one | ||||||
Covr Financial Technologies is a company founded in 2016. | ||||||
Gainfully is a San Francisco-based company founded in 2015 by Cameron Nordholm. | ||||||
Halo Investing is a Chicago-based company founded in 2015 by Biju Kulathakal. | ||||||
Trusted by enterprise and loved by advisors, Jump is the leading AI tool for wealth managers and financial advisors that automates notetaking, compliance, CRM updates, and much more. | ||||||
Transparency Analytics is a New York-based financial services company. |