Segment
Area
Country
4 companies matching
Nevis
$40MNevis is an AI platform for wealth management that automates advisor workflows—meeting summaries, task generation, prep, search, emails, and account opening—so advisors spend more time with clients. Trusted by major firms, SOC 2 certified, uses enterprise AI
WealthTech·Automation·United States of America
Vinyl Equity
$32MVinyl Equity is a transfer agent building modern infrastructure and services for publicly traded companies.
WealthTech·Automation·United States of America
Streetbeat
$12MStreetBeat offers a solution that is a combination of online brokerage and hybrid Robo-advisor.
WealthTech·Automation·United States of America
Appbrew
Empower brands to build and scale high conversion mobile apps through a no-code platform
WealthTech·Automation·United States of America