110 companies found
Eigencat Pte Ltd

Eigencat Pte Ltd

Eigencat is a digital investment management platform that uses quantitative tools to create and manage multi asset portfolios for Private Banks, Family Offices, Robo Advisory and Fund Managers. It offers a combination of sophisticated analytics and innovative visualization, and real-time monitoring of risk limits.

Product services: WEALTHTECH (RETAIL), CAPITAL MARKET TECH, ROBO ADVISORS

Bambu

Bambu

Bambu is a B2B Robo Advisor based in Singapore that provides digital wealth services. Their white-label solutions are available for retail, affluent and private banking segments. Their Robo-in-a-Box offering is available through their DriveWealth partnership. Bambu has gained significant traction within the wealth management industry through innovations in goal-based planning and artificial intelligence.

Product services: WEALTHTECH (RETAIL), ROBO ADVISORS

Indexa Capital

Indexa Capital

Indexa Capital is an automated investment advisor that recommends an investment plan based on the investor's profile. The platform invests money in a diversified portfolio of index funds with very low commissions. The company is authorized and supervised by the CNMV.

Product services: WEALTHTECH (RETAIL), ROBO ADVISORS

SAFE Trade

SAFE Trade

SAFE Trade is a robo advisor platform for equity market investment. It Offers an automated stock market advisory system which allows users to monitor the investments and manage the portfolio. It provides users with a portfolio service suggesting best stocks to invest upon and best time to sell them off.

Product services: WEALTHTECH (RETAIL), ROBO ADVISORS

WealthObjects

WealthObjects

WealthObjects offers client-centric B2B2C automated investing, financial planning, customer onboarding and digital engagement modules fo Wealth firms, Private Banks, Retail Banks and Investment firms to create or enhance their digital wealth and investment propositions faster and at a fraction of the cost using the customisable modular API driven solutions. The cloud-based or on-premise mobile-and-tablet solution helps firms offer intelligent investment portfolios, simplified guidance, and advice through an omni-channel mode of communication.

Product services: WEALTHTECH (RETAIL), ROBO ADVISORS, CAPITAL MARKET TECH

Elle.bot

Elle.bot

Elle.bot.bot is an AI-powered Enterprise Robo-Advisor helping businesses boost revenue instantly cut the company’s communications costs by up to 33% or more on Conversational Commerce Platform.

Product services: ROBO ADVISORS, WEALTHTECH (RETAIL)

Vérios

Vérios

Verios is a technology and validated management models firm. It helps to invest efficiently, easily, and securely, protected from the pitfalls of the financial market.

Product services: WEALTHTECH (RETAIL), ROBO ADVISORS

Pentech

Pentech

Pentech is an automated investment asset allocation and personalized portfolio management platform for retail investors.

Product services: WEALTHTECH (RETAIL), ROBO ADVISORS

Marstone Inc.

Marstone Inc.

Marstone is a white-label platform that offers digital advice and financial planning products for financial firms including banks, brokerages, insurance companies and asset managers. Marstone's white-label institutional solution allows advisors to comply with the Department of Labor's fiduciary ruling while serving their clients' needs more effectively. It helps advisors to bring greater control, understanding, and transparency to investing, building trust and loyalty with their existing clients and additional access into new markets. Recently, the company partnered with Fiserv to provide the self-service robo-advisor tools to their clients.

Product services: WEALTHTECH (RETAIL), ROBO ADVISORS

United Signals

United Signals

United Signals provides digital asset management solutions for investors and professional financial services providers. United Signals gives investors online access to financial market professionals and makes their certified investment strategies transparent available. The company offers White-Label Solutions to banks, investment companies, as well as asset managers, family offices, and hedge funds.

Product services: WEALTHTECH (RETAIL), INVESTMENT PLATFORMS, ROBO ADVISORS