La dette privée au service de l'immobilier ! WeShareBonds is a digital lending platform dedicated to SMEs, that allows: ◾️ SMEs to finance all their intangible needs (NWC, recruitment, R&D, commercial development ...); ◾️ individuals to co-invest in these SMEs alongside professionals and institutions such as La Banque Postale or La Mutuelle Générale. financement marchand de biens, investissement, dette privée, financement foncières, club deal, bridge, fiducie, HNWI, refinancement, financement immobilier, crédit immobilier, immobilier, equity, transactions immobilières, acquisitions, cessions, and off-market

Type: Startup Activities: fintech Technologies: SaaS

Caption ouvre l’accès au marché privé : private equity, dette privée et solutions pour investisseurs et professionnels. Du Private Equity aux biens de collection, Caption vous ouvre des opportunités d'investissement uniques sur une seule et même plateforme : start-ups, franchises, montres, oeuvres d'art, parts de fonds, et plus encore. --- Caption.market est une plateforme d'investissement opérée par Caption SA, Prestataire de Services d'investissement (PSI) agréé par l'Autorité de Contrôle Prudentiel et de Résolution (ACPR) sous le numéro CIB 18683. AVERTISSEMENT : L’investissement dans des actifs non cotés présente des risques parmi lesquels la perte partielle ou totale du capital investi …

60 similar entities Type: Startup Activities: fintech Technologies: SaaS

La gestion augmentée de votre fortune. Avnear est une société française indépendante spécialisée en gestion de fortune et structuration patrimoniale, basée à Paris. Elle accompagne dirigeants, entrepreneurs, familles et personnes morales dans l’organisation, le développement et la transmission de leur patrimoine financier. L’intervention porte notamment sur l’assurance-vie française et luxembourgeoise, les contrats de capitalisation, le plan d’épargne retraite (PER) et les stratégies de structuration post-cession (article 150-0 B ter). L’approche repose sur une architecture ouverte, une supervision consolidée des actifs et une vision patrimoniale long terme. Investir, Service d'investissement, and Finance

171 similar entities Type: Startup Activities: fintech Technologies: A.I.

L'or physique et les métaux précieux comme épargnes anti-crise AuCOFFRE.com est une plateforme d'achat d'or et d'argent d'investissement dans une optique de placement et d'épargne. L'or et l'argent, valeurs refuge, sont deux actifs tangibles et complémentaires pour réaliser de la diversification patrimoniale. Sur AuCOFFRE.com vous pouvez épargner dans des pièces d'or et d'argent d'investissement et bénéficiez d'une fiscalité avantageuse. Pour découvrir l'écosystème AuCOFFRE, c'est par ici👇 https://linktr.ee/aucoffre.com Or et argent d'investissement, Epargne tangible, Diversification patrimoniale, and Sécurisation patrimoniale

27 similar entities Type: Startup Activities: legaltech Technologies: SaaS

Swaive, don't let your money sit in your current account anymore. Swaive is the first investment platform specializing in risk-free investments. Swaive allows you to remunerate both household savings and business cash flow, in just a few clicks, with the best banks, without taking any risk. Thanks to Swaive, benefit from simplified and secure management of your funds, with investment solutions that guarantee security and returns.

60 similar entities Type: Startup Activities: fintech Technologies: SaaS

DriveWealth is a global B2B financial technology platform. Our core business is providing Brokerage-as-a-Service, powering the investing and trading experiences for banks, broker dealers, asset managers, digital wallets, and consumer brands. DriveWealth’s APIs provide our Partners with a modern, extensible, and flexible toolkit to develop everything from traditional investment workflows to more innovative techniques such as rounding up purchases into fractional share ownership. ***** Securities offered through DriveWealth, LLC, a registered broker-dealer. Member FINRA/SIPC. BrokerCheck - https://brokercheck.finra.org/firm/summary/165429 . This content is provided for informational purposes only and is not intended as an offer, or solicitation of an offer, to buy …

64 similar entities Type: Startup Activities: fintech Technologies: SaaS

Harbor is a digital platform for alternative assets. We're hiring: https://harbor.com/careers Harbor is a digital investment management platform for alternative assets that streamlines onboarding and subscription processing, simplifies investor communications, and unlocks enhanced liquidity options through branded private marketplaces. Harbor's easy-to-use software enables issuers and broker-dealers to remove friction and inefficiencies from the fundraising process and ongoing investor and placement agent management. Enhanced liquidity options can give investors flexibility and create new revenue opportunities. Harbor has raised more than $40 million and is backed by leading investors, including Andreessen Horowitz, Craft Ventures, Founders Fund, Vy Capital, Fifth Wall, Valor Equity …

63 similar entities Type: Startup Activities: regtech fintech Technologies: SaaS

Powering independent financial advisors with solutions to help deliver better investor outcomes and grow their practices AssetMark, Inc. operates a wealth management platform with a mission to help financial advisors and their clients. AssetMark, together with its affiliates AssetMark Trust Company, Voyant, and Adhesion Wealth Advisor Solutions, serves advisors at every stage of their journey with flexible, purpose-built solutions, powered by its innovative technology platform. The company equips advisors with planning tools, investment solutions, and operational capabilities to help deliver better investor outcomes by enhancing their productivity, profitability, and client satisfaction. Founded in 1996, AssetMark has over 1,100 employees and …

62 similar entities Type: SMB Activities: fintech Technologies: SaaS

Helping students pay for college without having to sacrifice their financial future At A.M. Money, we provide our members with fairly priced financial services and long-term value when and where other financial institutions won’t.

59 similar entities Type: Startup Activities: fintech

Business Integration I Mergers and Acquisition Specializing in horizontal business integration for increased market power, increased synergistic efficiencies, and standardization of business processes for increased profitability.

56 similar entities Type: SMB Activities: fintech

Fund as a Service TYGROW is an AMF-licensed asset management company, part of the TYLIA Group (www.tylia.fr). Our mission is to create and manage investment funds that open access to alternative assets – private equity, private debt, infrastructure – for a wider range of investors. Leveraging the technological infrastructure and regulatory expertise of TYLIA, TYGROW focuses on delivering high-quality investment solutions, combining rigorous fund structuring, strong compliance, and seamless digital process. We provide asset managers, financial advisors, and investors with a trusted platform to access and manage alternative investments in a simple, transparent, and secure way. Today, TYGROW has established …

71 similar entities Type: SMB Activities: fintech it services Technologies: SaaS

Minium has been acquired by Nasdaq, please follow Nasdaq Tech for further updates. Minium is now a part of Nasdaq. Minium is born from the vast technical expertise and financial experience of Cinnober, now a part of Nasdaq. Our vision is to deliver a solution that enables financial institutions to keep pace and leverage technology innovations in an ever-changing regulatory environment. We empower our clients with real-time technology and address challenges presented by legacy systems by eliminating the waste of valuable resources and time in risk management and post-trade processing.

58 similar entities Type: Startup Activities: fintech

Active Management Reimagined New Age Alpha is an investment management firm based in Rye, New York. It offers diverse investment products based on its proprietary actuarial-based h-factor investment methodology. New Age Alpha applies its disciplined and systematic investment approach across all equity styles, capitalizations, regions and fixed income and is committed to delivering exceptional outcomes for its clients.

59 similar entities Type: Startup Activities: fintech Technologies: SaaS

The modern platform for growing investment managers Limina's investment management software helps everyone on your team from portfolio managers to investment operations save valuable time with smooth workflows & smart automation. Front-to-NAV: All your investment workflows in one place. Limina's Investment Management Solution (IMS) combines the workflows you need with powerful data & automation capabilities - all in one solution. Spend less time on your daily investment management workflows * Portfolio managers spend only an average of 14min/day in the system * Investment operations saves 2-4 hours per day (per team member) financial software, risk management system, Real time Risk, …

59 similar entities Type: Startup Activities: regtech fintech it services Technologies: SaaS Data Analytics

Accountants, accelerate your Consulting shift! INNEST 2024 accelerator winner getBob is a platform specially designed to accelerate the consulting shift of accounting firms discover Mission FE, to automate the mapping of your customers' flows, secure their compliance and generate new revenue for the firm.

62 similar entities Type: Startup Activities: fintech Technologies: SaaS

Multi-Asset Class Issuer of Exchange Traded Funds An innovative product-based approach that integrates the best bespoke solutions with customizable multi-client investment products seeking consistency, long-term return and risk mitigation. OCIO ETF, PIFI ETF, OPER ETF, Financial Engineering, and Product Development

103 similar entities Type: Startup Activities: fintech

Now investing on Wall Street is within everyone's reach. Simple and secure. The regulated platform to invest in Wall Street from Latin America. Dollar account in the US, deposits and withdrawals from your country and automatic investment. Dollar MEP, Investing in Pesos, Investing in USD, Fintech, Whoa, Investments, savings, and Nicolas Galarza

85 similar entities Type: Startup Activities: fintech Technologies: SaaS

The UK’s fastest growing digital retirement platform. Embark's vision is to disrupt the UK investment market so that every adult in the UK can access investments, easily and safely. Embark is a leading expert in providing platform technology solutions with a proposition that is already supporting several key white labelled partners, including large banking institutions, insurers, wealth managers and fintechs offering a Self Invested Personal Pension (SIPP), Stocks & Shares ISA, Junior Stocks & Shares ISA and General Investment Account (GIA). Specialist Pensions, Retirement Solutions, FinTech, Investments, and Investment Platforms

60 similar entities Type: SMB Activities: fintech silvertech Technologies: SaaS

Vision for tomorrow. Values for all time A Diversified Global Conglomerate | Est. 1914 With 110+ years of heritage, Hinduja Group operates across 100 countries, and empowers 250,000 people worldwide. Innovating Today. Empowering Tomorrow. Healthcare, Banking & Financial Services, Media, Real Estate, Project Management, Lubricants & Specialty Chemicals, Mobility, Digital Technology & Enabled Services, Energy, Humanitarian Efforts, Investment Advisory Services, and Trading

34 similar entities Type: SMB Activities: fintech

Standard Treasury helped banks harness the power of developers and developer ecosystems by building, hosting, maintaining, and supporting white-labeled and co-branded developer platforms for banks worldwide. Standard Treasury partner banks saw material top-line growth through the decreased cost of servicing their customers, decreased churn, and increased transaction volumes, while delivering tremendous value to their customers by allowing them to radically automate their treasury management and accounting processes.

59 similar entities Type: Startup Activities: fintech it services Technologies: SaaS

Finalgo is the leader in CRM solutions for professional financing brokerage Finalgo provides a CRM dedicated to professional financing brokers. accounting expertise, brokers, software publisher, algorithms, business financing, and grants

321 similar entities Type: Startup Activities: fintech Technologies: SaaS

Anatec is an online stock market analysis and forecasting platform that allows the general public to benefit from the expertise of a trading room at a reduced cost. Our algorithms, based on the fundamentals of technical analysis, will allow our clients to reduce risk while boosting performance on the stock markets. Wealth management, Private banking, Savings, Internet, Big data, and Digital

239 similar entities Type: Startup Activities: fintech proptech Technologies: SaaS

Edda is a collaborative tool for professional investors. Edda helps professional investors power their investments from sourcing to exit. Our intelligence-driven solution provides collaborative, flexible tools to manage your deal flow, portfolio, and network in one place. Investors in 40 countries choose Edda to manage $170B+ in assets. Investment management, Performance tracking, Cloud solution, SaaS, Portfolio management, Venture Capital, Dealflow, Private equity, and Investment

Type: Startup Activities: fintech Technologies: SaaS

A financial services company that offers a combination of clever technologies, market-leading products and straightforward personal advice. Our services cover financial planning, wealth management and Listed Bond ISAs. Financial Services , Personal Finance, Financial Planning , Wealth Management, Listed Bonds , ISAs, Pension Advice, Retirement Planning, and Investments

80 similar entities Type: SMB Activities: fintech

LumRisk is an independent company that provides state-of-the-art risk consolidation, analysis and reporting services to institutional clients. LumRisk provides risk analysis and reporting, based on full transparency into underlying instruments, on many types of investment programs, such as funds-of-hedge-funds, multi-asset programs, alternative risk premia programs and traditional long-only investments. Risk Management, Quantitative Analysis, Alternative Risk Premia, Hedge Funds, Risk Monitoring, Risk Aggregation, Multi-Asset Portfolios, Regulatory Reporting, Portfolio Risk Consolidation, Performance Analytics, and QIS

61 similar entities Type: SMB Activities: fintech Technologies: Data Analytics

Where companies and investors share. The new hub to connect seamlessly with your investors. Shareable is the platform that allows you to (re)connect entrepreneurs and investors. We allow companies to centralize their legal and financial data to improve communication and collaboration through 4 solutions: 🔐📁 Dataroom & Legal 🚨💬 Reporting & Exchanges 👩🏻‍💼📈 Shareholders & Capable 🤝💸 Dealroom & Smart money SaaS, CRM, Fundraising, LegalTech, and Fintech

261 similar entities Type: Startup Activities: fintech Technologies: SaaS

Founded in 2018, UL Invest is a family office created by Laurent Useldinger after the sale of his fintech Ullink (trading order execution software). Geographically diversified, the private fund is deployed across four asset classes: Real Estate, Private Equity & Venture Capital, Private Debt, Hospitality. • Real estate - UL Immo: acquisition of obsolete buildings and wastelands to develop residential, tertiary and hotel projects, with high added value, both in terms of ecological transition issues and transformations of uses. • Private Equity & Venture Capital – UL Invest: investment and operational support in companies with high potential in the field …

62 similar entities Type: Startup Activities: proptech Technologies: SaaS

Wealth Management Firm Op-Invests — Wealth Management Firm Based in the heart of the Basque Country, Op-Invests supports its clients throughout France with a personalized and global approach to wealth management. Whether you are a business manager, employee, self-employed or retired, we put our expertise at your service to respond to all of your heritage challenges: Tax and financial optimization Investment strategies Preparing for retirement Transmission and donation Support for business leaders Our mission: to advise you, support you, and build with you tailor-made solutions at each stage of your life and your projects. NEW REAL ESTATE, LMNP, MALRAUX, asset …

267 similar entities Type: Startup Activities: proptech Technologies: SaaS

Building investing and savings technology that promises better financial futures for everyone. At Shares, we transform the investing experience with technology-driven solutions designed to meet diverse needs – whether you’re an individual investor, a financial advisor, or a financial institution. Our products are trusted across wealth management, savings and pensions, and retail investing. As with all investing, your capital is at risk.

70 similar entities Tags: FrenchTech120 Type: Startup Activities: fintech Technologies: SaaS

Founded in 2016, Agicap is at the forefront of cash management innovation, with a Treasury Management Platform integrating Banking & ERP connectivity, Cash Management, Liquidity Planning, Accounts Receivable, Accounts Payable. With over 8,000 clients across Europe and the US, Agicap continues to empower businesses to achieve operational excellence and maintain a culture of cash performance. Treasury Management, Cash Flow Management, Banking Connectivity, Accounts Payable Automation, Accounts Receivable Automation, Payments, Cash Management, Cash Forecasting, Debt Management, Investment Management, Accounting Automation, Cash Collection, Cash Flow Planning, and Financial Management

64 similar entities Tags: FrenchTech120 Type: Startup Activities: fintech Technologies: SaaS

The Operating System for European Wealth and Asset Management | Portfolios, Client Data, and Operations in One Platform Etops is the pan-European technology platform for wealth and asset management. We serve wealth and asset managers, private banks, family offices, insurance firms, independent financial advisors, and institutional investors with a modular, end-to-end ecosystem built on decades of industry expertise. From portfolio and asset management to consolidated reporting, compliance, CRM, and AI-driven analytics. Our platform enables financial institutions to operate with more clarity, scale, and speed across the full wealth and asset management value chain. We serve 2000+ clients across Switzerland, Germany, …

269 similar entities Type: SMB Activities: fintech Technologies: A.I.

FNZ is the global platform opening up wealth. We partner with the entire industry to make wealth management accessible to more people. Banking, Software, CRM, Reporting, Asset Management, Portfolio Management System, Onboarding, Advisory, Core Banking, Front Office, Digital Banking, Front to Back, Prospect Management, private banking, electronic document management, wealth management, Investment proposal, CLM, Client lifecycle management , Private banking, Investment management, financial services, core-to-digital, onboarding, KYC, AML, Equalizer, Apsys, Banker's front, ebanking, Relationship manager, Fintech, regtech, and Client acquisition

526 similar entities Type: SMB Activities: fintech regtech Technologies: SaaS

Composable Portfolio & Trading System Powering 42% of Top 100 RIAs | Multi-Custodial. API-First. Ready for What's Next. Legacy trading infrastructure can’t keep pace with the way modern wealth firms operate. Enterprise RIAs and Independent-Broker-Dealers today are managing multi-custodial portfolios, centralized trading desks, rep-as-PM models, tax-sensitive strategies, and increasing compliance demands, all while trying to grow AUM without adding operational friction. But firms are still constrained by: • Disconnected PMS, OMS, and EMS systems • Manual reconciliation and swivel-chair workflows • Ecosystem lock-in that limits flexibility • Legacy platforms that slow down innovation Flyer Financial Technologies is the composable trading …

121 similar entities Type: SMB Activities: fintech Technologies: SaaS

Take the hard work out of managing your money. 💰 Proudly owned by Aviva. Take the hard work out of managing your money with Wealthify. 💰 Proudly owned by Aviva. Download our award-winning app today and find our latest vacancies at www.wealthify.com. Investment Management, ISA Management, Investing, savings, ISAs, Robo-investing, Robo-advice, Wealth Management, Discretionary Wealth Management, Asset Management, Fund Management, Pensions, JISA, and Ethical Investing

62 similar entities Type: Startup Activities: fintech

ADVFN is a global financial markets & crypto site providing financial tools & data to retail investors around the world Follow ADVFN on LinkedIn for global market insights, investing trends, financial news, CEO interviews, and real-time commentary across stocks, crypto, commodities, AI, and emerging industries. Founded in 1999, ADVFN is an award-winning financial markets platform providing retail investors and traders with market data, charting tools, news, portfolio tracking, and active investing communities across global exchanges. On LinkedIn, ADVFN shares: • Market analysis & investing trends • CEO interviews & company spotlights • Small-cap and emerging growth stories • AI, mining, …

191 similar entities Type: SMB Activities: fintech Technologies: Data Analytics

Capital Worth More Matter offers ESG and sustainability data and analytics solutions to the investment industry. By unlocking critical impact information on single issuers, as well as across entire portfolios, Matter empowers investors to make their capital work for people and the planet.

65 similar entities Type: Startup Activities: fintech Technologies: Data Analytics

enabling value from effective asset management Operating as a non profit organisation, the Asset Management Council is committed to the promotion and education of optimal asset management practices in industrial, commercial, academic and government organisations. Purpose = Enabling value from effective asset management

56 similar entities Type: SMB Activities: fintech

Blueopes is a low-cost, automatized wealth management software provider, focused on Socially Responsible Investments. Blueopes (www.blueopes.com) is an automatized, white-label wealth management service for asset managers, using artificial intelligence to help them custom-tailor investment portfolios to their end-clients’ personal values, goals and risk profile on an individual stock level, while taking into account environmental, social and governance criteria (“ESG”) to deliver competitive financial returns (sustainable or socially responsible investing “SRI”). Asset managers can optimize their end-clients’ investment gains according to their individual investment goals and personal value preferences. We also enable asset management service providers to observe their end-clients’ actual …

131 similar entities Type: Startup Activities: fintech Technologies: A.I. A.I. - Machine Learning SaaS

Fair financial tools for the everyday worker. Stream is the leading Workplace Finance platform, reaching 4 million workers through 2,000 leading employers globally. Focused on improving the financial lives of everyday workers, Stream provides fair, accessible tools, delivered through their employer, in one easy-to-use app – helping them understand their finances better, get paid when they choose, build savings, access affordable credit and much more. Stream partners with leading employers including Albertsons Companies, NHS, Asda, Bupa, Greene King, Hilton, and Burger King. As a Certified B Corporation, Stream is committed to improving financial outcomes for every worker. Financial Wellbeing, Financial …

70 similar entities Type: Startup Activities: fintech Technologies: SaaS

Optimise for all market conditions with CloudMargin Optimise all market conditions with CloudMargin's award-winning collateral management platform. Cloud-native, streamlined automated workflows & intelligent collateral and liquidity optimisation for banks, asset managers, hedge funds, pensions, insurance, commodities & asset servicing firms. Collateral Management, OTC Derivatives, Corporate Treasury, Central Clearing, SaaS, margin call, inventory management, Cleared OTC, ETD, Repo, MSFTA, Securities Lending margining, STP workflow, managed connectivity, real time analytics, collateral reslience, risk mitigation, energy trading, commodity trading, liquidity, regulatory compliance, and cloud-native

63 similar entities Type: Startup Activities: it services Technologies: SaaS

Investment Platform Service and Software Launched in 2008, Third Financial supplies Custody, Clearing and Administration services and software to the UK Wealth Management Industry. Investment Platform, Cash Platform, Wealth Management Software, API integration, Fractional trading, CASS, Model Portfolios, Transaction Reporting, Performance Attribution, CGT / CTC, Great Service!, and White labelling

154 similar entities Type: Startup Activities: fintech it services Technologies: SaaS

Privately owned Garantum Fondkommission AB is one of the largest organizers of structured products in the Nordics. Since its inception in 2004, Garantum has arranged just over 2,000 unique investment solutions for over SEK 60 billion. Garantum also operates in Finland and Norway. Today we have approximately 70 employees who work in the entire group (Garantum Invest, incl. the mutual fund company Aktie-Ansvar which was acquired in 2009). Despite rapid growth over the years, the ambition has always been to operate as a small organization with big ideas.

58 similar entities Type: SMB Activities: fintech Technologies: SaaS

Simpler Money Management Vitt helps you put your idle cash to work with Money Market Funds from Goldman Sachs Asset Management custodied with an FCA-regulated custodian (no counterparty risk to Vitt). As with all investing, your capital is at risk. Fintech, Treasury, and Startups

195 similar entities Type: Startup Activities: fintech Technologies: SaaS

Lower fees, higher returns Indexa Capital (https://indexacapital.com) is the first profitable independent automated investment manager in Europe, available in Spain since 2015, in Belgium since 2020, and in France since 2023, with more than 3.8 billion euros of assets under management (AUM's), from more than 120,000 clients and growing above 99 M€ per month (updated in May 2023). Indexa Capital Group SA includes Indexa Capital AV, an asset manager authorized in Spain, and Indexa Courtier d'Assurance, an insurance broker authorized in France. Gestión de carteras, Fondos indexados, Gestión automatizada, Gestión de patrimonio, Planes de pensiones de empleo, Planes de pensiones …

58 similar entities Type: Startup Activities: fintech

Build a feel good future Cushon by WTW is a fintech workplace savings and pension business, using its world-leading financial technology to bring innovation to workplace savings to help people get comfortable with saving and investing. Fintech, Financial Wellbeing, Investments, Savings, Workplace ISA, Workplace Savings, and Workplace pensions

104 similar entities Type: Startup Activities: fintech Technologies: Decarbonization

Investment technology and APIs for businesses serving next-gen investors Huddlestock helps companies of all shapes and sizes launch new investment platforms faster than ever before. Our Investment-as-a-Service solution provides companies with all the investment infrastructure they need, from white-label apps and trading APIs to investment operations software and custody services. Huddlestock is Norway’s first listed fintech company and is regulated by the financial supervisory authorities of Norway and Germany. Financial technology, Fintech, Investing, WealthTech, Wealth technology, Investment operations, Investment APIs, Investment-as-a-Service, and SaaS

71 similar entities Type: Startup Activities: fintech it services Technologies: SaaS

Spanish Association of Business Angels Networks and other private investment agents in initial stages. Spanish association of agents that carry out private investment activity in initial stages such as networks, groups and clubs of investors, family offices, investment companies and funds, accelerators, incubators and venture builders, equity crowdfunding platforms and companies that carry out corporate venturing activities.

65 similar entities Type: Startup Activities: fintech Technologies: SaaS

ETFGI is a leading independent research and consulting firm founded in 2012 in London offering subscription research service covering trends in the global ETF eco-system. We focus on providing thought leadership; publishing independent research on the ETF industry, products, applications, competitor analysis; providing education and assistance to investors on product comparison, asset allocation implementation and offering customised research. Please contact Deborah Fuhr Managing Partner and co-founder of ETFGI if you would like further information deborah.fuhr@ETFGI.com, visit our website www.ETFGI.com join our group on Linkedin ETF Network ETFs, ETPs, Smart Beta and Index, Passive, ETNs, ETCs,

55 similar entities Type: Media Startup Activities: fintech Technologies: IoT

Investieren mit Prospery - der digitalen Vermögensverwaltung der ABN AMRO Prospery is reinventing wealth management with a modern and personal approach. Our digital platform allows users to get a grip on their total wealth and supports them in building a sustainable wealth strategy to reach their goals. By charging a fixed instead of a variable fee for our services, we challenge traditional wealth management. We combine the strength and experience of a bank with the fresh, innovative mindset of an independent new company. Prospery is a German subsidiary of the ABN AMRO Bank N.V. founded in 2016 and is based …

265 similar entities Type: Startup Activities: fintech Technologies: SaaS

We're revolutionizing financial investment. LIQID is Europe's leading digital wealth manager for affluent clients who seek smart excellence. For a fraction of the traditional minimum investment, it offers its clients digital access to investment strategies and opportunities previously available only to high-net-worth and institutional investors. In addition to tailored wealth management from € 100,000, this includes professionally curated portfolios of top quartile private equity, venture capital and real estate funds from € 200,000. For the last eight years, the company has been named Germany’s best wealth manager by the country’s leading business monthly, Capital.* LIQID manages over € 4 billion …

67 similar entities Type: Startup Activities: fintech Technologies: IoT

Investment technology for the data era FINBOURNE is reshaping investment management for the modern data era. Our cloud-native platform connects data, workflows, and insights across the investment lifecycle - from enterprise data management to investment operations and fund servicing. Built for performance, scale, and transparency, we help the world’s leading financial institutions grow revenue, cut costs, and manage risk with confidence. Trusted by global leaders including London Stock Exchange Group, Baillie Gifford, and Northern Trust, FINBOURNE operates across the UK, Europe, North America, Asia, and Australia. Investment Technology, SaaS, Software as a Service, Portfolio Management, Automated Reconciliation, IBOR, Investment Data, …

151 similar entities Type: Startup Activities: it services Technologies: SaaS

Experts in building wealth, driving smart financial decisions At Fintual we work so that millions of people live their lives knowing that they have already made the smartest decision to make their money grow. We are the leading investment technology company in Mexico and Chile, helping our clients build wealth and financial knowledge over time. We honor both our experts, who create our innovative investment solutions, and our clients, professionals from various areas who trust our platform to manage their finances and investments. We are backed by the world's most renowned investors, including Sequoia Capital, Kaszek and Hi Ventures. We …

662 similar entities Type: Startup Activities: fintech Technologies: SaaS

Possibility is in the ascent Alantra is an independent global financial services firm that provides investment banking and asset management services to mid-market companies, families, and investors. The Group has over 500 professionals in Europe, the U.S., Latin America, Asia, and the Middle East. In Investment Banking, Alantra has completed over 1,000 transactions in the last five years. Alantra combines a strong local presence in key financial centers with global sector- and product-specialized teams. In Alternative Asset Management, Alantra offers its clients unique access to a wide range of investment strategies in five highly specialized asset management classes (private equity, …

67 similar entities Type: SMB Activities: fintech Technologies: Data Analytics

Markets evolve. Be ready. Juniper Square is trusted as the fund operations partner to more than 2,000 private markets GPs worldwide, connecting market-leading technology, data, and fund administration services to help GPs fundraise efficiently, streamline operations, and improve the investor experience. Our unified platform centralizes data and connects LPs and GPs across every workflow—including fundraising, investor onboarding, compliance, treasury, reporting, and more. Today, more than 40,000 funds, 700,000 LP accounts, and $1 trillion in LP capital are managed through Juniper Square. Fund Administration, Investor Management Software, Fundraising Software, Venture Capital, Private Equity, and Commercial Real Estate

57 similar entities Type: Startup Activities: fintech Technologies: Geolocation

Compliance Monitoring and Reporting Specialists FundApps is a cloud-native RegTech SaaS platform that automates compliance monitoring and reporting for the world’s leading financial institutions. Trusted by some of the world’s largest hedge funds, asset managers, pension funds, and investment banks, FundApps monitors over $30 trillion in assets under management across 100+ jurisdictions, representing 19% of global assets under management. Whether it's shareholding disclosure, sensitive industries, position limits, or regulatory reporting, we help clients stay ahead of regulatory change, reduce operational risk, and safeguard their reputation. As a Certified B CorporationTM, we’re committed to doing business the right way - with …

164 similar entities Type: Startup Activities: regtech fintech Technologies: SaaS

The award-winning robo-advisory platform for you and your customers. The established Robo-Advice technology will be made available to banks, insurance companies and other financial service providers: https://growney.tech/ growney is also a multi-award-winning Robo Advisory platform based in Berlin. We provide investors with easy and cheap access to the capital market and thus to high-return investments: https://growney.de/ Geldanlage, Fondssparplan, ETF, Robo-Advisor, Automatisierte Geldanlage, Technologie, Software, Börse, Fintech, Vermögensverwaltung, Digitalisierung, and Finanzen

159 similar entities Type: Startup Activities: fintech Technologies: SaaS

Información, análisis y herramientas para invertir mejor Connect your finances. Invest better. Finect combines the advantages of a social network specializing in finance and the best technological tools to help with your investment decisions. In Finect we want to help people achieve their dreams and life goals, making easier to control their finances and investments. We thought that the connection between the collective intelligence of the social network and the best technological tools provides a unique and essential to make better decisions to financial challenges ahead for society helps. Financial Services, Investment, finanzas, ahorro, finanzas personales, inversión, fondos de inversión, …

62 similar entities Type: Startup Activities: fintech Technologies: Data Analytics

Innovators in Custom Indexing and tax-aware investing. A Franklin Templeton company, O’Shaughnessy Asset Management (OSAM) combines deep research, advanced software, and a focus on tax-aware investing to deliver factor-based investment strategies and truly personalized portfolios though our Canvas© platform. With decades of experience in systematic investing and SMA implementation, Canvas harnesses the full power of modern technology to help advisors build tax-optimized portfolios, tailored to each client's goals and values. With Canvas, advisors gain greater control, save time, and maximize tax savings—effortlessly. Factor Investing, Custom Indexing, Investment Management, and Tax Loss Harvesting

62 similar entities Type: Startup Activities: fintech Technologies: SaaS

Helping Clients Navigate Financial Markets with Transparent, Traditional Stockbroking Expertise Founded in 2003, SI Capital is an independent stockbroking firm headquartered in Godalming, Surrey, with an additional office in Mayfair. Operating across the London markets, we provide private and professional clients with direct access to global financial markets through a service-led and transparent approach to investing. Built on a strong reputation for integrity, accessibility, and performance, SI Capital is committed to delivering straightforward investment solutions tailored to individual client needs. We believe investing should be clear, personal, and effective, supported by experienced professionals who offer responsive service and market insight. …

106 similar entities Type: SMB Activities: fintech

A leading force in UK Investment Banking, delivering excellence for our clients with integrity, passion and unity. Panmure Liberum is a leading independent investment bank with global reach, accessing investors across the UK, Continental Europe, North America, and Asia. Our market-leading teams provide a full-service platform, covering all capital raising and advisory needs, alongside expert distribution, research, and execution capabilities. We deliver excellence by combining scale with entrepreneurial spirit and deep sector expertise, building genuine, lasting relationships that drive long-term success for our clients. Investment Banking, Corporate Advisory, Corporate Broking, M&A, Debt Capital Markets, Private Capital Markets, Equity Research, Equity …

162 similar entities Type: SMB Activities: fintech Technologies: SaaS

258 Ventures is an investment platform founded by Anthony Joshua alongside a team of industry leaders. We specialise in originating and executing strategic opportunities across global markets. Through direct investments, M&A, and strategic advisory, we leverage our network, market intelligence, and execution expertise to create value beyond capital.

34 similar entities Type: SMB Activities: entertainment Technologies: SaaS

Nasdaq eVestment is the source for institutional data worldwide Nasdaq eVestment provides institutional investment data, analytics and market intelligence covering public and private markets. Asset managers and general partners reach the institutional marketplace through our platform, while institutional investors and consultants rely on Nasdaq eVestment for manager due diligence, selection and monitoring. Nasdaq eVestment brings transparency and efficiency to the global institutional market, equipping managers, investors and consultants to make data-driven decisions, deploy their resources more productively and ultimately realize better outcomes. eVestment database, Attribution, Asset Flows, Omni, Cloud-based solutions, eVestment Analytics, Institutional Investments, Global Database, Private Markets, Investment Database, …

59 similar entities Type: SMB Activities: fintech Technologies: Data Analytics

Fintech Solutions Provider for Fixed Income. Endorsed by the Private Wealth Management Association of Hong Kong. Bondlinc is a financial technology solutions provider in the Wealth Management landscape. Founded in 2016, Bondlinc is certified by the Singapore Fintech Association, and has attained several industry accolades including the Best Regulatory Reporting Solution and Most Innovative Solution by the Asian Private Banker. Its platform which is the only Fixed Income solution endorsed by the Private Wealth Management Association of Hong Kong (PWMA) helps Financial Institutions fulfill their evolving regulatory obligations, product due diligence and pre-trade requirements, as well as improve bond sales …

61 similar entities Type: Startup Activities: fintech Technologies: SaaS

Essential Wealth OneLife - Essentials Wealth We provide expertly customised, cross-border wealth management solutions: helping clients around the world manage and transfer wealth flexibly, securely and efficiently. Wealth management strategy, Investment management, Estate planning, Retirement planning, Wealth structuring, Capital redemption bond, Pension plan, Dedicated fund, Unit-linked policy, Luxembourg, Cross-border, Portability, HNWI, and Life insurance

75 similar entities Type: Startup Activities: fintech

Your heritage, our expertise Ramify is reinventing wealth management by offering individuals access to solutions worthy of the largest private banks. Managed management, real estate, private equity or even savings solutions: our approach combines expertise, diversification and innovation to build a financial future that matches your ambitions.

157 similar entities Type: SMB Activities: fintech Technologies: SaaS

Services and partnerships company dedicated to asset management professionals Incubation, support, partnerships Management company projects: we support you globally in your projects for launching a new activity, creating a management company Existing companies: we work on optimizing your structural costs Partnerships: we offer merger operations, acquisitions between management companies management companies, Global Services, Incubation, Support, Partnerships, Mergers, and Market Place

43 similar entities Type: Startup Activities: fintech

Fintech specializing in tailor-made investment linked to financial markets (structured products) Feefty is a platform specializing in tailor-made investment linked to financial markets (structured products). Dedicated to professional investors, we allow users to create, monitor and manage their portfolios in complete autonomy. Structured Products, Fintech, and Startup

108 similar entities Type: Startup Activities: fintech Technologies: SaaS

Founded in 1990 under the name of MCC Soft, the Diapason group supports the digitization of financial processes and the growth of corporates. As real conductor of treasury management, the myDiapason solutions simplify the daily activity of more than 10,000 finance professionals by allowing them to optimize liquidity management, automation and secure payments and pilot financial risks. Refocused on his core business, the treasurer anticipates the company’s needs, is proactive and creates value. Treasury solution, Cash management and financial risks solution, Guarantee management, liquidity management, payment management, financial risk management, investment management, TMS, TRMS, AI for treasury, Manage the coverage …

60 similar entities Type: SMB Activities: fintech Technologies: SaaS

At your side, at the heart of the markets Promepar Asset Management (Promepar AM), a 100% subsidiary of BRED, specializes in asset management. We manage 3.8 billion euros (as of 12/31/2025). We serve private, institutional, corporate and association clients to whom we provide tailored investment solutions through open-ended funds, tailor-made funds or mandates (securities account, PEA, life insurance contracts). Since 1992, we have built ourselves around a team of experienced, committed and complementary managers. Our identity is based on strong commitments to transparency, listening and availability towards our clients, with the objective of sustainably increasing the capital entrusted to us. …

218 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity

We build state-of-the-art software solutions for the wealth management industry Qadra delivers State-of-the-Art software solutions that improve investment experience for private clients and wealth managers. We have bases in Milan, Turin and London, and we're building our company with an absolute focus on meeting our clients'​ expectations. For career opportunities, visit us at: https://www.qadra.com/join For more info, reach out at hello@qadra.com Wealth Management, Asset Management, Wealth Tech, and SaaS

92 similar entities Type: Startup Activities: fintech Technologies: SaaS

The trusted marketplace & infrastructure for private markets. Roundtable is Europe's leading infrastructure for private investments, handling all legal and administrative operations so founders, angels, and fund managers can focus on what matters. Special Purpose Vehicle, SPV, Fund as a Service, Venture Capital, Private Equity, Startup Investing, Compliance, and AML

97 similar entities Type: Startup Activities: fintech Technologies: SaaS

Optimizing financing, treasury and payments. We help global Fortune 1000 companies navigate through complex treasury, payments, and financing projects. Debt Advisory, Treasury Advisory, Financing, Cash Management, Fintech, Payments, and Payments Advisory

124 similar entities Type: SMB Activities: fintech Technologies: Data Analytics

From fundraising to reporting: fully digital fund and SPV management Simplify the distribution and management of your funds and SPVs. Vasco is the SaaS platform that digitizes every operation related to unlisted vehicles: 👉 Fundraising: investor onboarding, KYC/AML, online subscriptions (direct or via distributors) 👉 Fund administration: capital calls, distributions, transfers, general meetings 👉 Portfolio management: investment tracking, reporting Already trusted by 50+ professionals across Europe (club deals, funds, real estate firms), Vasco supervises more than €24B in assets across VC, growth, PE, infrastructure, PERE, and REITs. private-equity, saas, fintech, and fund-administration

98 similar entities Type: Startup Activities: fintech Technologies: SaaS

Participatory investment by subscription of bonds www.investbook.fr is the first crowdfunding platform dedicated to corporate bonds and approved by the AMF. Companies, test your eligibility at https://www.investbook.fr/entreprise-testez-votre-eligibilite Investors, discover our bond issues on https://www.investbook.fr/tous-les-projets Business financing, Business loans, Connecting the public and businesses, and Investor investments

122 similar entities Type: Incubators & VCs Startup Activities: fintech Technologies: SaaS

Performance committed to serving people and their environment. Arkéa Asset Management, the asset management company of the Crédit Mutuel Arkéa group, stands out as a major and committed player in asset management, seeking financial and extra-financial performance. Thanks to its support from a solid banking group and its size (200 employees and 55 billion euros of assets under management), it combines agility and commitment to offer a diversified offering (listed management, private debt and investment solutions) adapted to the needs of its individual and institutional clients. Asset Management and Mandate Management

90 similar entities Type: SMB Activities: fintech Technologies: Decarbonization

Your fund's AI analyst Your funds' AI analyst, automating the operational work that slows down investment teams so funds can focus on value creation. One platform to collect and organize portfolio data, conduct due diligence, track ESG performance and generate LP/DFI reporting. ESG (Environmental, Social, Governance), Private Equity, Artificial Intelligence, Due Diligence, M&A, Buyout, and Portfolio Analytics

237 similar entities Type: Startup Activities: it services fintech Technologies: A.I.

Digital credit guarantees SaaS and services platform Digital credit guarantees SaaS and services platform Trust, restructuring, corporate finance, wealth management, security agent, agency, collective procedures, M&A, Legal, Securities, Finance, financing, privatedebt, fintech, legaltech, SaaS, financial services, legal services, and guarantees

240 similar entities Type: SMB Activities: fintech Technologies: SaaS

Dedicated to serving your financial management A company offering innovative software and expert tax and investment advice for real estate businesses. Founded in 2009, Loré merges financial consulting with technology to provide strategic financial management solutions and dedicated support to real estate companies and groups. Logement social, logiciel, informatique, taxe fonciere, patrimoine, prévisions financières, Stratégie patrimoniale, Saas, Web, Conseil, gestion de dette, pilotage, fiscalité, HLM, immobilier, Property management, Asset management, montage d'opérations, and gestion locative

66 similar entities Type: SMB Activities: fintech proptech Technologies: SaaS

Access to the largest international PE Real Estate and private debt funds reserved for institutional clients Openstone supports private management professionals in the unlisted assets market. The company provides access to innovative and diversified investment solutions, particularly in private debt and real estate private equity. Openstone draws on the expertise of the most experienced global managers with Fund formats adapted to private clients. A specialist in evergreen funds of funds, Openstone launched two strategies in early 2025 on real estate PE and private debt with managers such as BlackRock, EQT, Ares, Carlyle, Goldman Sachs... whose usual entry tickets are +€10m. …

35 similar entities Type: Startup Activities: proptech Technologies: SaaS

The global alternative asset manager Tikehau Capital is a global alternative asset management group managing €53.5 billion of assets (as of 30 June 2026). The Group has developed a wide range of expertise across four asset classes: Credit, Real Assets, Private Equity, and Capital Markets Strategies. Capitalising on its strong equity base (€3.2 billion as of 30 June 2026), Tikehau Capital invests its own capital alongside its investor-clients. The Group is guided by a strong entrepreneurial spirit and DNA, shared by its 709 employees (as of 30 June 2026) across 17 offices in Europe, Asia, and North America. Corporate Debt, …

71 similar entities Type: Incubators & VCs SMB Activities: fintech proptech

Carry out your projects YOUWI is a platform for connecting and intermediating between future entrepreneurs, business projects and investors, as well as a consulting and service provision company. YOUWI supports these different players on issues of access and structuring of financing at the top of the balance sheet. YOUWI is also a project that is part of a territory – our territory of which we are proud – Le Havre and the Seine Axis. financing, balance sheet, advice, provision of services, Le Havre, Ax Seine, and PME

56 similar entities Type: SMB Activities: fintech Technologies: SaaS

Advice • Outsourced financial management • Training Expertise in public and European financing Advice • Outsourced financial management • Training Expertise in public and European financing

67 similar entities Type: SMB Activities: fintech

We are a market-leading fintech, powering the trade finance programmes of the world’s largest trade banks and corporations. Demica’s proposition is simple: our intuitive, cloud-based platform enables financial institutions and corporates to automate and scale their working capital solutions. Today, we have over US$40bn of Assets under Administration (AUA)* on our platform, across the full spectrum of working capital products. Funded by a diverse range of banks and institutional investors, these programmes enable companies to strengthen their supply chains and redeploy capital to drive growth. *Assets under Administration is the total value of the receivables on the Demica platform across …

119 similar entities Type: Startup Activities: fintech Technologies: SaaS

Ai-powered investment strategies Ai for Alpha is a fintech company specializing in AI-powered investment replication, delivering innovative futures-based solutions for actively managed strategies such as CTAs, Global Macro, Hedge Funds, Global Balanced, and Crisis Alpha. We work exclusively with professional and institutional counterparties and do not serve retail investors. The content on this page is provided for informational purposes only and does not constitute an offer, solicitation, recommendation, or investment advice. Any services involving U.S. persons or U.S. counterparties are provided, where permitted, solely on a private contractual basis and subject to applicable regulatory and investor-eligibility requirements. Asset Allocation, Fin …

181 similar entities Type: Startup Activities: fintech Technologies: A.I. A.I. - Machine Learning

Gaming and eSport investment firm OUR MISSION - Accelerate gaming and e – sport sustainable growth - Gaming and e - sport global wealth accessible to everybody: investors, players, fans and companies OUR OBJECTIVES - Contribute to global growth of the e - sport and gaming industries - Maximise sustainable returns on invested capital in our portfolio companies - Support wealth distribution fairness across the industry’s value chain - Support gender equality in the eSport industry INVESTMENT STRATEGY - Scale - up companies with proven market track in need to accelerate growth/pivoting - Listed/Unlisted - Gaming & eSport Services (Communication, …

78 similar entities Type: Startup Activities: fintech games Technologies: Decarbonization

UI efa S.A., Fund Administration Services, Private Asset Services, Front-Middle and Back Office Services, UI efa proudly supports clients across the European fund market and beyond. As of today, we’re pleased to share that we will continue our journey under the Universal Investment brand. While our logo is changing, our dedicated team, trusted expertise, and commitment to excellence will continue being part of our DNA, as we move towards this exciting new era. We invite you to follow our Universal-Investment Group account on LinkedIn to stay informed and connected: https://www.linkedin.com/company/universal-investment/ To our valued clients, partners, and LinkedIn community – thank …

53 similar entities Type: SMB Activities: fintech Technologies: Geolocation

Asset allocatie consensus, fondsselectie analyses, expected returns en consultancy voor de professionele belegger Alpha Research is an independent research agency, specialized in Asset Allocation and fund selection. We bring monthly reports intended for professional investors and fund selectors. With our experience and knowledge about the international markets, we can give our clients the best advice. Asset Allocatie, Asset Allocation, Fondsselectie, and Expected Returns

89 similar entities Type: SMB Activities: fintech

Your savings are worth it too! The premium savings, investment and wealth management platform. 30 years of institutional management at your service Expertise of the Founder: Former European director BNY Mellon, Ex Rothschild, Ex HSBC-Teacher Macro Economics and Portfolio Management - Master 222 - Paris Dauphine University. “Finalist International Investment Woman 2022” by Investment Week Committed to the economic freedom of women. Regulated AMF - Registered with ORIAS as a Financial Investment Advisor and Insurance Brokerage. Member of the CNCGP.

352 similar entities Type: SMB Activities: fintech Technologies: SaaS

The next generation Fund Distribution Platform for Private Markets AirFund simplifies the distribution of private markets funds and disintermediates relationships between actors all along the value chain Asset Management, Private Equity, SAAS, Private Markets, Digitalization, Capital Investissement, Feeder Funds, Tokenisation, Democratization, Private Debts, GPs, LPs, Infrastructure, Real Estate, Family Office, and Private Banks

106 similar entities Type: Startup Activities: fintech uxtech Technologies: Geolocation A.I. - Machine Learning

Fortunafi brings institutional yield products to DeFi Fortunafi is an onchain financial institution that delivers an all-in-one liquidity solution for stablecoin issuers, protocol treasuries, and traditional entities. Our offerings include a variety of investment products, such as private and public debt funds. We acquire, pool, and tokenize real-world assets (RWAs) on-chain, offering a comprehensive suite of services.

59 similar entities Type: Startup Activities: fintech

Say hello to Active Super. We’re proud to be one of a select group of super funds to be awarded Canstar’s 2023 Outstanding Value – Superannuation Award. The accolade recognises funds that provide exceptional value to customers across the range of ages and account balances considered in Canstar’s Star Rating, considering investment performance, fees and product features#. #Based on a comparison of the Active Super Accumulation Scheme held by those aged 20-69 years and balances between $30,000 and $1.5 million. Superannuation, Financial Planning, Retirement Planning, Money Management, Super Fund Australia, Financial Advice, Pension, Retirement Fund, Industry Super Fund, Investments, and …

57 similar entities Type: SMB Activities: fintech Technologies: Decarbonization

Front-office solution for investing teams Zapflow stands as an all-inclusive software solution designed for investing teams. Tailored for alternative investment professionals, it streamlines processes from deal flow, portfolio, and fund management to CRM and LP & ESG reporting. This highly customizable platform adapts seamlessly to the unique needs of businesses, be it in private equity, venture capital, family offices, or corporate VC. Launched in 2016, Zapflow addresses common issues found in fragmented software solutions for investment teams, providing a comprehensive and united approach. Zapflow is cloud-based productivity tool designed for professional investors to manage their deal flow. We save many …

70 similar entities Type: Startup Activities: fintech Technologies: SaaS

eHyve is a Swiss startup launched in 2017 by two engineers in order to solve the complexity around personal financial data. Our product, eHyve-Personal, is an online platform helping individuals to manage and consolidate the flow of information, as well as providing a comprehensive picture of one's financial situation. Whether dealing with money, credit lines, airline rewards or shopping points, eHyve Personal will give the user a global overview and offer powerful management features. Financial advisory, Budgeting, Personal Finance, Money management, Wealth management, and Personal Accounting

63 similar entities Type: Startup Activities: fintech it services Technologies: SaaS

Weitere Informationen zu unserem Angebot finden Sie unter www.etops.com. Software, SaaS, Digital Banking, Robo-Advisor, Wealth Management Software, Digital Platform, WealthTech, Asset Management, Onboarding, Portfolio Management, Order Management, Risk Management, Investment Advice, and Reporting

232 similar entities Type: Startup Activities: fintech it services Technologies: Blockchain/Cryptocurrency SaaS

irma predicts the future state of your cash flow to facilitate your entrepreneurial decisions and finally free your mind irma predicts the future state of your cash flow to facilitate your decisions as an entrepreneur and finally free your mind Connect all your management tools and manage your business in real time. A step ahead: - Predict future cash flow to facilitate your decisions - Management of your budget and assessment of your investment capacity - Acceleration of your payments faster to better react in the event of difficulties - Consolidation of your WCR to gain peace of mind Make …

58 similar entities Type: Startup Activities: fintech

Learn the stock market easily Micro company selling training on stock market investment. financial market, stock market, trading, forex, action, trader, and investment

64 similar entities Type: Startup Activities: fintech

We offer solutions that facilitate flow management, payment orchestration, and custom solutions for Banks and corporates Fundbot offers an API & infrastructure that facilitates money movements between buyers, merchants, and financial institutions .

202 similar entities Type: Startup Activities: fintech insurtech Technologies: SaaS

Digital solutions for investment advice and Wealth Management. We make money a better support for what comes next. Gambit Financial Solutions provides a modern digital platform that empowers (private) banks, insurance companies, and financial advisors to efficiently distribute financial savings solutions to their clients efficiently. The platform supports the digital journey of investors—from profiling and financial planning to investment and reporting—within a multi-investment service (discretionary management or advisory) and multi-product/wrapper framework. Clients’ portfolio construction relies on an optimizer algorithm enabling hyper-personalization in the investment advice according to the client needs. A key strength of the platform is the high industrialization …

544 similar entities Type: Startup Activities: fintech Technologies: SaaS

We are a B2B InvestTech company that offers a suite of white-label investment solutions to help our clients stay ahead. InvestSuite is a B2B InvestTech company providing white-label investment platforms and AI solutions to banks, wealth managers, and asset managers. Our product suite includes Self Investor, Robo Advisor, StoryTeller, Portfolio Optimizer, and Charlie, powered by InvestSuite Intelligence, our AI platform for digital wealth. Visit us at https://www.investsuite.com. InvestSuite N.V. Sluisstraat 79 / 03.01 3000 Leuven Belgium www.investsuite.com Tel: +32 16 841 940 Email: hello@investsuite.com BTW/TVA: BE0692 527 639 Company number: 0692 527 639 InvestTech, WealthTech, B2B, Investment solutions, Digital Wealth …

62 similar entities Type: Startup Activities: fintech Technologies: SaaS

The Netfonds Group: Your broker pool, liability umbrella, multiple agent and asset manager. We live advice. Welcome to Netfonds’ network of top advisors In order to be able to work successfully in a goal-oriented manner as an independent consultant in the finance and insurance industry, you need a competent service provider at your side. Netfonds is a financial platform that enables maximum service quality and process efficiency in financial advice. The combination of broker pool, multiple agent, liability umbrella, asset manager, fund manager and product provider covers a large part of the value chain and realizes synergies and economies of …

85 similar entities Type: SMB Activities: fintech Technologies: SaaS