Companies

We are The Advisor's TAMP, built for RIAs like you. Reach out to learn more about our solutions or request a live demo. GeoWealth is an end-to-end technology platform and turnkey asset management platform (TAMP)

Endowus is a financial technology company that provides CPF, SRS, and cash savings advisory.

Paradigm automates OTC trading within chat for institutional traders

Stacked is a smart automated crypto investing platform.

Element Finance offers BTC, ETH, USDC, and DAI at a discount, introducing high fixed yield income to the DeFi market.

Shakepay is a technology company that provides financial applications for building wealth.

Governance, risk and compliance investment and operational platform. Xcelerate is an operating and investment platform that provides consultation and audit services.

YieldX introduces a fixed income investing with an end-to-end digital platform that powers personalization at scale.

Zodia Custody is a cryptoasset custodian for institutional investors.

Superhero operates as a share-trading startup.

Lightyear is a simple and approachable way to invest your money globally without unnecessary barriers and fees.

OneVest is a Wealth-as-a-Service platform that provides wealth management and financial services to enterprises.

Bumped allows users to receive shares of stock and securities from their favorite brands while they shop.

Compound is a family office for people who work in tech. Built by engineers who know what QSBS is and CFAs who know what APIs are.

Derivative Path offers a technology-led solution to assist banks and end-users in executing OTC derivatives.

Vórtx is a tech-enabled corporate and trust service provider for fund managers and corporate issuers.

Accern is a no-code NLP platform to help data scientists extract insights from unstructured data.

GROUNDFLOOR is a crowdsourced real estate investing and lending platform that makes private capital markets open to all.

Commonstock social network for stocks and crypto built on top of every existing brokerage

Newton.co is a cryptocurrency trading platform that buys and sells Bitcoin and Ethereum instantly from iPhone, Android, or web apps.

CoinRoutes is a crypto trading software provider.

Savvy Wealth is a technology-driven wealth management firm with an emphasis on building software.

Ecoligo is an impact investment provider, implementing solar energy solutions that generate economic and environmental returns.

Tech-driven backoffice for alternative investments

FIDx provides retirement planning, wealth planning, financial advice, and planning services to protect individuals and families.

GRVT is an institutional-grade self-custody derivatives trading platform. GRVT is a next-gen crypto hybrid exchange offering perpetual contracts, options, and RFQ trading with self-custody, low fees, and high scalability, aiming to rebuild global finance on blockchain.

Compound is an open-source interest rate protocol that unlocks new financial applications.

WealthNavi offers a cloud-based asset management and robo-advisory service that helps middle-income people better locate diversified investments internationally

A seamless and secure platform to invest in both stocks and cryptocurrencies.

Green Dot Corporation provides retail-based financial services for businesses and money management solutions for consumers based in the U.S.

One Trading is a centralized and European-regulated digital asset trading venue. Offering an Exchange, swap product and wallet services.

Eckard Enterprises is an asset management company that focuses on providing families access to diverse, alternative investments.

TreasurySpring is a financial technology firm dedicated to democratising short-term funding markets

Dinari issues 1:1 backed Real World Asset tokens of stocks, ETFs, bonds, REITs, and other assets on the blockchain.

The global hub for trade finance distribution

Issue equity to your teams in any country, stay in compliance locally, protect your employees from tax penalties, easily & quickly.

Tidal Financial Group (Tidal) is a leading ETF investment and technology platform facilitating the creation, operation and growth of ETFs.

Parfin is a financial technology company building enterprise-grade software products to allow FIs to adopt blockchain rails.

Liwwa is a peer-to-peer lending network that connects investors and small businesses through smart business loans.

Vinyl Equity is a transfer agent building modern infrastructure and services for publicly traded companies.

Wealthbox is a web and mobile CRM application for financial professionals.

Tradier offers developers, trading platform providers and investors an innovative trading platform and a rich set of real-time APIs.

XiaoBangGuiHua is an intelligent investment advisory service platform.

Allocate is platform that enables investors to discover and invest in high-quality venture funds.

The SDT (special drawing token) operated by Alchemint project is initially a smart contract platform on NEO (a blockchain network will be separately established later), the price of sdcny will be supported and stabilized through the SAR, automated feedback mechanism and appropriate external incentives

Aqumon is a algorithm-driven, technology-based investment platform.

BitOasis is a cryptocurrency trading platform offering a digital asset wallet and exchange to buy, sell, and trade.

Blackmoon Crypto offers a vision for a new standard for tokenized investment vehicles that will bridge the gap between the fiat* and crypto universes.

Regulated Digital Asset Derivatives GFO-X provides a regulated cash-settled digital asset derivatives trading platform.

Fundraising and Investor Reporting Platform for Private Equity, Venture Capital, RE, Credit Funds, Hedge Funds and Wealth Management

The Jibrel Network allows anyone to tokenize traditional real-world assets.

RiseUp offers a platform that helps users make good financial decisions. wealth manager

Strive is an investment firm focused on maximizing shareholder value by prioritizing shareholders over other stakeholders. They offer ETFs, 401(k) plans, and direct indexing services with a focus on corporate governance and shareholder primacy.

Swell is an impact investing platform that aims to deliver profit as well as purpose. ESG

Big Data and AI for financial trading

Akt is a financial service firm that deals in financial planning, asset management, investment & cryptocurrency services.

Standard Metrics is a financial platform for startups and investors.

flatex AG is a financial technology innovator in Germany.

Lemon.markets is a FinTech platform that offers an easy-to-use API for stock trading, order execution, and market data retrieval.

MANAFA is an investment marketplace for innovative businesses regulated by the Saudi Capital Market Authority