7 companies

Showing 1–7 of 7 companies

Addepar

Addepar builds a financial platform that aggregates portfolio data for wealth managers and institutions, serving over 1,400 firms managing nearly $9 trillion in assets.

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.

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.

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.

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

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.