15 companies

Showing 1–15 of 15 companies

Moneybox

Moneybox is a London-based fintech app founded in 2015 that brings saving, investing, home-buying and retirement services into one platform, with over 1.5 million users and over £16bn in assets under administration.

1 open job

Arta Finance

Arta Finance builds a digital family office for the modern investor, applying AI, machine learning, and secure infrastructure to bring sophisticated wealth management to a broader global audience.

1 open job

Broadridge Financial Solutions, Inc.

Broadridge Financial Solutions, Inc. is a global fintech leader powering critical financial infrastructure, processing transactions and communications for institutions worldwide.

1 open job

Feathery

Feathery provides an AI-powered data intake and workflow automation platform for financial services companies, serving over 300 firms with tools for document processing and operational intelligence.

1 open job

Ameriprise Financial, Inc.

Ameriprise Financial is a global financial services company providing wealth management, asset management, insurance, annuities, and estate planning to individuals, with over $1.6 trillion in assets under management.

1 open job

Morgan Stanley

Morgan Stanley is a global financial services firm offering investment banking, securities, wealth management, and investment management, founded in 1935.

1 open job

Basic Capital

Basic Capital is a fintech company offering a modern 401(k) platform with a Retirement Mortgage product designed to amplify workers' investing power and build wealth.

1 open job

Wealth.com

Wealth.com provides an AI-powered estate and tax planning platform used by thousands of wealth management firms to deliver planning guidance to their clients.

Alpheya

Alpheya is building an Arabic-native, Sharia-compliant, AI-powered wealth technology platform for banks, family offices, and asset managers in the MENA region.

LGT Bank AG, Zweigniederlassung Österreich

LGT is an international private banking and asset management group serving high and ultra-high net worth clients, with CHF 386.1 billion in assets under management across more than 40 locations worldwide.

Plum Fintech

Plum Fintech is a personal finance company using AI and automation to help users save and invest automatically, serving over 2 million people across Europe.

Barclays

Barclays is a British universal bank with over 300 years of heritage, operating in 38 countries to move, lend, invest and protect money for customers and clients worldwide.

LGT Wealth Management UK LLP

LGT Wealth Management is a UK-based firm providing bespoke financial planning and investment advice to private clients, charities, and institutions, with £33.9 billion in assets under management.

Wells Fargo & Company

Wells Fargo is a multinational financial services company providing banking, lending, investment, and wealth management services, operating in 22 countries.

Savvy Wealth

Savvy Wealth builds technology that automates administrative tasks for independent financial advisors, helping them manage over $4 billion in assets while focusing more time on client relationships.

15 companies

Moneybox

Arta Finance

Broadridge Financial Solutions, Inc.

Feathery

Ameriprise Financial, Inc.

Morgan Stanley

Basic Capital

Wealth.com

Alpheya

LGT Bank AG, Zweigniederlassung Österreich

Plum Fintech

Barclays

LGT Wealth Management UK LLP

Wells Fargo & Company

Savvy Wealth

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