Industry
Wealth Management
- PaidaxDigital investing app for global stocks, ETFs, strategies and savings in Central AsiaCompanyFinTechInvestingWealth Management
- NevisAI platform that automates operational work for wealth managers and financial advisorsCompanyFintechWealth ManagementAI AgentsEnterprise Software
- ZomintExpert-led wealth management for working professionals and familiesCompanyFintechWealth ManagementPersonal Finance
- VerosAI-native trust setup and administration for modern familiesCompanyFintechLegal TechWealth ManagementAI
- DecadeAI-native wealth advisory for Brazil, paired with human advisersCompanyFintechWealth ManagementAI
- QuartzAI personal banker that consolidates UK wealth in one appCompanyFintechWealth ManagementAI
- LuminaryAI-native wealth transfer and estate administration platformCompanyFinTechAIWealth ManagementLegalB2BSaaS
- Savvy WealthAI-native platform and RIA network for independent financial advisorsCompanyFintechWealth ManagementAIB2B
