Companies

Stocktwits is a real-time financial communications platform for the financial and investing community.

Tumelo is an impact-focused financial technology firm with the mission of giving every investor a voice.

Investment communication made digital. Instinct Digital is a design-led fintech startup that simplifies the difficult world of investment communication.

The most secure meeting assistant for wealth advisors. Software for streamlining workflows for financial advisors

DirectBooks is a platform for primary bond issuance that streamlines communication between investors and underwriters, providing deal data and documentation. It aims to standardize and automate workflows to increase efficiency compared to traditional phone/email methods. Major banks participate along with over 500 investors.