Product category
Wealth Management
- Charlie by Quartzby QuartzAI assistant for personalised portfolio and money insightsProductFintechAIWealth Management
- Luminary Platformby LuminaryEstate documents to structured wealth-transfer workflowsProductFinTechAIWealth ManagementSaaS
- Savvy Intelligenceby Savvy WealthAI workspace that compresses advisor research and client prepProductFintechAIWealth Management
- Fintualby FintualCMF-regulated digital investment platform for individuals in Chile with transparent fees and no minimum investment.ProductFintechConsumer FinanceWealth ManagementInvestment
- SyntheticFiby SyntheticFiSecurities-backed lending platform for independent financial advisors offering floating and fixed-rate loans at institutional rates.ProductFintechLendingWealth ManagementFinancial Services
- Saturnby SaturnAI-powered platform for financial advisory firms that unifies client data, automates workflows, and ensures regulatory compliance.ProductFintechComplianceAIWealth ManagementSaaSGenerative AIB2B
- Autonomousby Autonomous Technologies GroupSEC-registered AI wealth manager that continuously coordinates investments, taxes, and planning across your entire financial life at zero advisory fees.ProductFintechAIWealth ManagementConsumer FinanceArtificial Intelligence
- Wealorby WealorAI-native platform for wealth management firms that automates prospecting, client engagement, and back-office operations.ProductFintechAIAsset ManagementB2BWealth Management
