Finding a better way for capital raise and investments. We leverage decentralized finance to make investing in real-economy assets faster, easier, and more cost-effective. Our digital investment platform unlocks liquidity for asset owners and opportunities for investors worldwide. Technology, Blockchain, Stellar, Cryptocurrencies, Fintech, Crowdfunding, SLT, Exchange, Payments, DeFi, and Tokenization

352 similar entities Type: Startup Activities: fintech Technologies: Blockchain/Cryptocurrency

We help you save and invest without having to move money from your bank, we only charge if we make you earn money. We offer financial advice through a website/app. Our algorithm allows us to select the best investment products tailored to each client. We think everyone should have a financial advisor to advise them on their savings and investments. From our website/app we are able to make savings and investment plans tailored to each client, regardless of the bank in which each client has their money. We offer these services in most Spanish commercial banks, so that they do …

19 similar entities Type: Startup Activities: fintech entrepreneurship

Voted the best investment company in Brazil. Come and check it out. Open your account. Founded in 2011 by renowned financial market professionals, Órama Investimentos emerged with the innovative proposal of offering investors access to fixed income securities and selected investment funds from the most renowned managers in Brazil. Through Órama, it is possible to invest with just R$1,000 in Investment Funds, which normally require large initial contributions. This mechanism becomes viable through Quota Investment Funds, FICs, which invest in independent managers' funds - or “target funds”. Between 95% and 100% of FIC assets are invested in “target funds”. In …

11 similar entities Type: Startup Activities: fintech Technologies: Cybersecurity

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 …

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

Fisdom is a one-stop destination for all your financial needs. Stock Investing | Mutual Funds | Insurance | Tax Filing Fisdom is an extremely simple app to make smart investments. We at Fisdom have one goal in mind: Make your money work for you. That’s why we’re blending cutting edge technology with personalized financial advice. We believe technology can change the investment advisory industry by making it more accessible, understandable and quick. And we believe our proposition can change the nature of investment advice, making it completely transparent, objective, secure and personal. We want to make your money work for …

45 similar entities Type: Startup Activities: fintech silvertech Technologies: IoT

Financial Tailor is an online investment adviser. Financial Tailor provides superior, low-cost investment management without all the conflicts of interest of a major broker. We believe that our incentives should be aligned with our clients, that is why we only offer fee-based asset management. We develop portfolios from scratch using individual securities and ETFs (Exchange traded funds). We use a quick questionnaire to help identify a portfolio outline that fits our clients specific risk level. Clients can also select certain industries that they do not want to invest in. We provide a free portfolio outline, risk tolerance score, and access …

42 similar entities Type: Startup Activities: silvertech fintech Technologies: Cybersecurity

💡Tailored investment, aligned with your projects 📚 Financial education at the heart of our content Nalo, plans for your money. We are an online platform that offers a new way to invest. At Nalo, it seems crazy to us that traditional financial services are so standard, so expensive and so opaque. For us, an investment must align with individual projects. Everyone has different aspirations for their money: a personal project, preparing for retirement, buying a house, or all of these at the same time. We offer objective-based investments, driven by cutting-edge technology to reduce costs. But also 100% human personalized …

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

A modern adviser platform - because great financial advice deserves great execution. We've built Fundment to propel financial advice businesses through technology. Our simple account opening, transfers, investment management, digital drawdown, and custom indexing – to name a few – are taking portfolio management to a new level. We are the high-tech bridge between an adviser's expertise and their clients' financial goals, turning advice into action quickly, accurately and securely. Today, we support tens of thousands of advised investors, thousands of advisers, and hundreds of advisory businesses across the UK. Financial Technology, Investing, Pensions, Discretionary Fund Management, API, ISAs, GIAs, …

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

Nvestly is the world’s first investment network that lets you see real portfolios of top investors. Nvestly uses Intuit technology to securely connect to real brokerages and protects users' privacy by hiding the position size. Sign up to Nvestly.com to follow the top traders of the week in a community of over $50 million of linked assets. Founded in 2013, Nvestly is led by a team of former asset management professionals, world-class designers and technologists to empower people to become better investors. We are based in Los Angeles and are committed to bringing institutional investment best practices and simple, intuitive …

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

Commandiv is a stock-trading platform with intelligent investment advice built-in. We empower DIY investors with the time-saving benefits of automated trade recommendations, shortening hours of investment process to 2 minutes. Our customers are busy, young professionals who have investment opinions (think: MBA's; bankers; lawyers; doctors). This US market segment holds $835Bn of investable assets today, will grow >700% over the next decade, and will comprise the future's high net worth investors. Investment Advisory, Stock-Trading, Investment Management, and Asset Management

109 similar entities Type: Startup Activities: fintech Technologies: Blockchain/Cryptocurrency

vaamo is the new way of investing your money: easy, clever, and safe. We ensure that private individuals achieve their personal financial goals. Moreover, we spare our customers effort and time and enable them to invest their money in an optimized securities portfolio based on strict scientific criteria. For more Information, please visit http://www.vaamo.de Professionelles Vermögensmanagement für Privatanleger, Intuitives Userinterface zur persönlichen Finanzplanung, and Revolutionäre Anlage-Flat-Rate ohne Transaktionskosten

34 similar entities Type: Startup Activities: fintech Technologies: Cybersecurity

Allow everyone to make their money grow to realize their life plans. In France, taking care of your assets, investments or taxes can seem complex: lack of time, knowledge or trusted contacts. This is where Climb comes in: making your assets grow. Simply. We combine the expertise of our advisors and technology to provide the best possible user experience. We support our clients on: - Investments: invest intelligently, monitor your investments and your assets. - Taxes: optimize your declaration and reduce your taxes thanks to our experts and our online tools. With Climb, you benefit from: - Unique investment offer: …

60 similar entities Type: Startup Activities: fintech Technologies: Blockchain/Cryptocurrency

Arboel offers automated investment solutions to help fund managers improve their returns. Arboel is a fintech company whose mission is to help fund managers improve their returns through automated investment solutions. We believe technology plays a crucial role in portfolio management and financial decision-making. Our trading algorithms are developed using the latest advances in artificial intelligence and machine learning. They are designed to analyze market data, identify trends, and investment opportunities. At Arboel, we take pride in delivering innovative and customized solutions to our clients. We work closely with them to understand their needs and provide tailored solutions that meet …

111 similar entities Type: Startup Activities: fintech Technologies: Data Analytics A.I. - Machine Learning A.I.

Smart Risk as a Service Raise Partner delivers digital solutions to the Wealth and Asset Management Industries. We provide analytics and portfolio construction tools to support investment decisions. We equip advisors, private bankers and sales teams with interactive web apps to help them build proactive, personalized and transparent investment proposals for their clients. Wealth Managers We equip private banks with interactive and scalable web applications to support high-end high-touch advisory, from suitability monitoring to personalized portfolio construction. We help them scale their ability to provide personalized services to their UHNW to mass-affluent clients. Asset Managers We support sales teams and …

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

Simplewealth provides a streamlined way to manage a broad spectrum of digital assets and protocols, combining security, regulatory compliance, and comprehensive trading solutions.

Type: Startup Activities: fintech Technologies: SaaS

The World's First AI Financial Advisor Pefin is the world's first AI financial advisor. We make it easier than ever to secure a happy financial future. Our platform uses proprietary artificial intelligence technology to help you make the most important financial decisions effortlessly and confidently. We provide personalized, actionable planning and investment strategies that automatically adapt and grow with you as your life and the world around you changes. Pefin was founded in 2011 and is headquartered in New York. For more information, please visit http://www.pefin.com. Follow us on Facebook, Twitter and Instagram too. Banking/Financial Services, Consumer Finance, and Startup

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

Making quality financial advice free, easy & accessible. Your financial advisor in your pocket. Rethink Money changes financial services by empowering you the consumer. A digital tool to research your needs, view your financial plan, then action any shortfalls by applying for the right policies at the most cost-effective price in the market. Our mission is simple; to make quality financial advice available to everyone, everywhere for free. Personal financial management, Financial software, Financial consultancy, Life insurance, Mortgage, Pension, Income protection, Investment, Mortgage protection, and Specified illness cover

Type: Startup Activities: fintech it services Technologies: SaaS

Invest. Online. Nothing else. We advise. You decide. That’s Clear Minds. With our high-quality online investment advisory service, we offer you the ideal solutions for making your personal investment decisions. You will receive an individual portfolio proposal as well as access to professorial research, recommended actions, risk management and our newsletter. Our founding team combines great international investment expertise with many years of experience with Swiss clients and their key investment needs.

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