Addepar
|
Wealth management platform that provides investment professionals with the tools required to manage complex global portfolios.
|
Wealth Management
|
|
USA
|
alive
|
$205.84M
|
AdvisorEngine (Vanare)
|
AdvisorEngine is an all-in-one platform helping financial advisors scale and grow their business.
|
Wealth Management
|
|
USA
|
alive
|
$27.3M
|
Advizr
|
Financial planning solution
|
Wealth Management
|
|
USA
|
alive
|
$10.59M
|
Avaloq
|
It provides integrated and comprehensive solutions for wealth management, universal and retail banks
|
Wealth Management
|
|
Switzerland
|
alive
|
$302.14M
|
Avanza
|
|
Wealth Management
|
|
Sweden
|
alive
|
|
Baidu Financial
|
|
Wealth Management
|
|
China
|
|
|
Bambu
|
B2B robo advisor digital wealth management
|
Wealth Management
|
|
Singapore
|
alive
|
$400k
|
Bharosa Club
|
Robo advising financial advisory platform
|
Wealth Management
|
|
India
|
alive
|
|
Cashboard
|
It allows retail investors to invest in a personal tailored and scientifically diversified portfolio.
|
Wealth Management
|
|
Germany
|
alive
|
$5.19M
|
Clearmacro
|
Online asset allocation research, advisory, and execution service for the professional market
|
Wealth Management
|
|
UK
|
alive
|
|
Dragon Wealth Asia
|
It offers fast way for wealth managers to increase sales.
|
Wealth Management
|
|
Singapore
|
alive
|
$15.93k
|
Fengjr.com (凤凰金融)
|
Financial services and wealth management platform
|
Wealth Management
|
|
China
|
alive
|
$80M
|
Finizens
|
Online robo advisor allowing to invest in globally diversified, low-cost index funds portfolios
|
Wealth Management
|
|
Spain
|
|
$740.32k
|
Focus Financial Partners
|
Wealth management
|
Wealth Management
|
|
USA
|
alive
|
|
Folio Dynamix
|
Web-based wealth management technology solutions
|
Wealth Management
|
|
USA
|
acquired
|
$27.5M
|
fount
|
Asset management Robo-Advisor
|
Wealth Management
|
|
S. Korea
|
alive
|
|
Gear Investments
|
Gear Investments is an online discretionary wealth manager.
|
Wealth Management
|
|
UK
|
alive
|
|
Gonzi Qianbao
|
Strategic investment and wealth management financial firm
|
Wealth Management
|
|
China
|
alive
|
$30M
|
Hedgeable AI Lab
|
Private wealth management platform for millennials.
|
Wealth Management
|
|
USA
|
alive
|
$1.85M
|
Huoqiu.cn (火球网)
|
Financial service platform for wealth management
|
Wealth Management
|
|
China
|
alive
|
$18.5M
|
Husky Finance
|
Digital tools to help people make smarter choices with their money
|
Wealth Management
|
|
UK
|
alive
|
|
Indexa Capital
|
Automated investment manager
|
Wealth Management
|
|
Spain
|
alive
|
$1.15M
|
Kaishen
|
Lifestyle driven wealth lifter
|
Wealth Management
|
|
France
|
alive
|
|
LIQID Investments GmbH
|
Digital platform for wealth management
|
Wealth Management
|
|
Germany
|
alive
|
$4.74M
|
Moneyfarm
|
Digital wealth manager
|
Wealth Management
|
|
UK
|
alive
|
$29.81M
|
Nest Wealth
|
|
Wealth Management
|
|
Canada
|
alive
|
$1.5M
|
Nutmeg
|
Digital wealth manager
|
Wealth Management
|
|
UK
|
alive
|
$89.83M
|
Oranj
|
Provides wealth managers with digital advice tools to enhance the client experience and connect with and convert more prospects.
|
Wealth Management
|
|
USA
|
alive
|
|
Pension.Care
|
One-stop-shop pension platform
|
Wealth Management
|
|
Bulgaria
|
alive
|
|
Pensionera.se
|
A marketplace where customers receive transparent and independent advices for retirement plans.
|
Wealth Management
|
|
Sweden
|
alive
|
$1.27M
|