Unsorted

Atomic Insights

Seed·~25

$10M Seed

Atomic Insights is a payment workflow automation tool designed for RIAs and family offices, making money movement easy and compliant for wealth managers and client service teams.

fpPathfinder

Est. 2018·🇺🇸PortlandPortland, United States·~20

Bootstrapped

fpPathfinder provides financial planning tools that include interactive checklists, flowcharts, and educational guides designed to enhance advisor-client conversations.

Absolute Engagement

Est. 2018·🇨🇦TorontoToronto, Canada·Private·11-50

Private

Absolute Engagement provides tools to capture and analyze client sentiments, driving improved engagement and growth opportunities. It helps advisors understand client needs and enhance service delivery.

As You Sow

Est. 1992

As You Sow is a non-profit foundation chartered to promote corporate social responsibility through shareholder advocacy coalitions.

Cash Flow Mapping

Est. 2018

The Wealth Mosaic is a digital marketplace designed to facilitate connections between wealth managers and solution providers in the global wealth management sector.

Covestec

Est. 2014·🇺🇸New YorkNew York, United States

Ellevest is a women-founded and led financial services company focused on closing the gender wealth gap through personalized wealth management and financial planning.

Gemifi

Est. 2020·🇺🇸BrooklynBrooklyn, United States

Gemifi provides an equity management platform designed to help advisory teams automate their operations and manage equity compensation effectively for their clients.

Iconic

Est. 2015·🇺🇸San FranciscoSan Francisco, United States

ICONIQ partners with visionaries to invest in opportunities created by technology disruption, delivering exceptional investment portfolios.

InterGen Data

Est. 2018

Netcapital is a platform that enables individuals to invest in innovative companies and supports entrepreneurs in raising capital. It aims to make investing accessible and transparent for everyone.