Opportunities

FinTech

Zocks logo

Zocks AI Assistant for Financial Advisors

Zocks is an AI assistant for financial services firms, with a press release datelined San Francisco. It targets the time advisors lose on meeting notes, form filling and…

Seccl Technology Limited logo

Seccl Embedded Investment Platform

Seccl Technology Limited is a UK embedded investment platform, owned by Octopus and registered in Bath, England. It supplies API-first investment infrastructure so banks, neobanks, wealth managers and…

Jump logo

Jump AI Platform for Financial Advisors

Jump is a US company, founded in 2023 according to its Series B release, that builds an AI platform for financial advisors and advisory firms. It targets the…

Wealth.com logo

Wealth.com Estate and Tax Planning

Wealth.com is a US wealthtech company with offices in Tempe, Arizona and New York. It provides an AI-powered estate and tax planning platform for financial advisors, addressing the…

Addepar logo

Addepar Wealth Data and AI Platform

Addepar, Inc. is a New York-based company that describes itself as a global data and AI platform for investment professionals, referring to its founding in 2009. It consolidates…

Vise logo

Vise AI Wealth Platform

Vise is an AI-powered wealth management platform and asset manager based in New York, founded in 2016 according to its launch article. It targets registered investment advisors that…

Vestwell Holdings Inc. logo

Vestwell Workplace Retirement Platform

Vestwell Holdings Inc. is a US fintech company, founded in 2016 according to its press boilerplate, that provides the infrastructure behind workplace savings and retirement plans. It addresses…

WealthKernel Limited (part of Alpaca) logo

WealthKernel Investment Infrastructure

WealthKernel Limited is a UK investment infrastructure provider with a registered office in London and a Spanish arm, WealthKernel Spain. The site states it is now part of…

KGiSL (KG Information Systems) logo

KGiSL Dolphin Broker Back-Office

KGiSL is a software and services company whose site carries an Indian phone number and focuses on Indian capital markets. Its products span capital markets, insurance, wealth management…