COMPANY PROFILES
Addepar
Addepar is a cloud-based wealth management platform that provides investment management advisors with tools for managing complex portfolios. The company provides customizable reporting solutions that enable financial managers to visualize and communicate relevant information to anyone who needs it. Recently, Addepar was named in the Forbes Fintech 50 For 2019 startups list.
Product services: WEALTHTECH (RETAIL), OTHER INVESTMENTS PLATFORM
Blossom Finance
Blossom Finance is a Shariah-compliant microfinance fund. It allows investors from across the globe to invest in and profit from pooled investments in microfinance and community banks, leading to risk diversification. It also offers Institutions a blockchain-based Shariah-compliant platform for raising funds.
Product services: WEALTHTECH (RETAIL), OTHER INVESTMENTS PLATFORM, LENDING, SME FINANCING
Equidate
Equidate is a marketplace that gives private investors access and exposure to top pre-IPO companies.
Product services: WEALTHTECH (RETAIL), OTHER INVESTMENTS PLATFORM
Essentia Analytics
Essentia provides an analytics software and consulting services that use behavioral analytics to improve the investment decision-making process. It enables fund managers to capture richer data about both their own behavior and its context, turning trade, market, and biometric data into actionable, personal insights. It received many awards recently including The Hedge Fund Journal Award in 2015 and EFMA Fintech in 2016.
Product services: WEALTHTECH (RETAIL), OTHER INVESTMENTS PLATFORM
Nvestly
Nvestly is a social investment platform that allows users to see real portfolios of top investors and friends without revealing dollar amounts. It leverages social components and technology to help average investors make better investor decisions. Nvestly is a read-only service and uses Intuit technology and bank-level encryption to securely sync with the largest US brokerages.
Product services: WEALTHTECH (RETAIL), OTHER INVESTMENTS PLATFORM
One Exchange Street (Closed)
One Exchange Street is the platform for online trading in bankruptcy claims. The platform introduces liquidity, transparency, real-time price discovery and trade execution to buyers and sellers of bankruptcy claims.
Product services: WEALTHTECH (RETAIL), OTHER INVESTMENTS PLATFORM
Robinhood
Robinhood is a commission-free, mobile-first stock brokerage firm which helps users to buy and sell US-listed stocks, ETFs, options, and cryptocurrencies. Currently, the company operates a website and mobile apps for iPhone, Apple Watch, and Android. Recently, Robinhood was selected for the 2019 Forbes Fintech 50 startups list.
Product services: WEALTHTECH (RETAIL), OTHER INVESTMENTS PLATFORM
SprinkleBit
SprinkleBit is a social investing platform that connects people to the information, tools, and community support they need to invest wisely.
Product services: WEALTHTECH (RETAIL), INVESTMENT PLATFORMS, OTHER INVESTMENTS PLATFORM
StockFuse
Stockfuse seamlessly integrates trading, psychology, and machine learning techniques to build trading games that automatically generate multi-dimensional profiles for users, providing unparalleled insights into their trading style, investment rationales, engagement levels, and even behavioral biases.
Product services: WEALTHTECH (RETAIL), OTHER INVESTMENTS PLATFORM
TRData
TRDATA provides scalable valuation, trading and risk analysis platform for investment companies of any size in any market. TRDATA helps to collects market data, to automate trading flow, to processes trades and to manage risks.
Product services: WEALTHTECH (RETAIL), OTHER INVESTMENTS PLATFORM
Dragon Wealth (Closed)
Dragon Wealth is a financial technology company focused on solutions that enable financial institutions to deliver wealth management advice that matters to their clients,Dragon Wealth’s technology, leverages the latest in social, mobile, analytics and cloud solutions to provide at-a-glance insight on clients’ investment behavior, peer group comparisons, and expert information, enabling relationship managers and their clients to have transparent conversations about clients’ investment needs.
Product services: WEALTHTECH (RETAIL), OTHER INVESTMENTS PLATFORM
RepPro (Acquired/Merged)
RepPro was acquired by RetireUp in Jan 2018, it is a web application that is designed for financial advisors, allowing them to complete applications without much trouble.
Product services: WEALTHTECH (RETAIL), OTHER INVESTMENTS PLATFORM
Fiducioso Advisors
Income Discoverydevelops retirement income planning software solutions for financial advisors. The company offers an online investment advice software that helps financial advisors in the construction of a retirement income plan for their clients.
Product services: WEALTHTECH (RETAIL), OTHER INVESTMENTS PLATFORM
AdvisorConnect
advisorCONNECT is a Social Relationship Management platform (SRM) that helps financial advisors find new clients. It is next generation prospecting for financial advisors and insurance agents.
Product services: WEALTHTECH (RETAIL), OTHER INVESTMENTS PLATFORM
Third Party Trade
Third Party Trade provides the core features of an online brokerage through a REST-based API platform.
Product services: WEALTHTECH (RETAIL), OTHER INVESTMENTS PLATFORM
Kooltra
Kooltra is a provider of cloud based software designed to optimize and revolutionize foreign exchange trading operations. The product is an end-to-end solution covering most areas of a traditional capital markets operation: compliance, trading, risk management, settlement processing, liquidity management, regulatory reporting, sales, reporting/analytics, and accounting/reconciliation.
Product services: WEALTHTECH (RETAIL), OTHER INVESTMENTS PLATFORM
TradeHero (Acquired/Merged)
TradeHero, a free stock market simulation app, draws data from stock exchanges to create an unrivalled global social investment network. Users can compete with friends from their social networks, or on the global leaderboards with users from across the world. The app brings novice and knowledgeable traders together, allowing novice traders to subscribe for stock tips via push notifications, and top traders to earn subscription fees from followers.
Product services: WEALTHTECH (RETAIL), OTHER INVESTMENTS PLATFORM
SkyBulls
SkyBulls is a simulated multi-exchange stock market trading platform for people who want to educate and train themselves and test their strategies in a real trading environment before directly investing in the market. The participants will not be directly investing in the market but only use live quotes from the stock exchange to form a hypothetical portfolio.
Product services: WEALTHTECH (RETAIL), OTHER INVESTMENTS PLATFORM
Warren
Warren is an online mentor turning anyone from a rookie to their own financial advisor. Warren finds profile, then he helps consumer to build own portfolio at the same time they are learning all about it.
Product services: WEALTHTECH (RETAIL), OTHER INVESTMENTS PLATFORM
AgFunder
AgFunder is an online fund raising marketplace enabling accredited investors to invest in agriculture and agriculture technology companies.
Product services: WEALTHTECH (RETAIL), OTHER INVESTMENTS PLATFORM
