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

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

Green Street Infrastructure, formerly IJGlobal, is the leading platform for trusted data, exclusive news, and actionable insights across global infrastructure and energy finance markets. With the largest database in the sector, we equip market participants with the intelligence they need to move first. Our specialist journalism team provides exclusive, daily global news coverage, surfacing deal flow, asset movements, and market developments before they hit the broader market. Combined with full deal-financing transparency from mandate to close, clients gain the foresight to move decisively while others are still catching up. The platform delivers a comprehensive suite of capabilities supporting every stage …

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

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

Motif is a next-generation online broker offering thematic investing to individual and institutional investors. Member FINRA/SIPC. Motif Investing is a registered broker-dealer and a member of SIPC. The company’s investors include Goldman Sachs, JPMorgan Chase, Renren, Balderton Capital, Foundation Capital, Ignition Partners, Norwest Venture Partners, and Wicklow Capital. Board members include former SEC Chairman Arthur Levitt and former Boston Consulting Group Chairman Carl Stern. Learn more at https://www.motifinvesting.com. Motif Investing, Inc. Member FINRA/SIPC. investing, online brokerage, ETFs, easy investing, and brokerage

Type: Startup Activities: fintech

Next-gen alternative assets infrastructure. Equisafe is the next-gen infrastructure for alternative assets. Private markets are opening to a new generation of investors. Yet the professionals who serve them still rely on fragmented providers, manual processes and legacy rails never designed for alternative assets and tokenized finance. Equisafe replaces that complexity with one regulated rail: source, issue, distribute and settle alternative investment products, under your own brand. Access secondary market and liquidity with Equisafe Market. Publish once, distribute everywhere. Issuers access a network of professional distributors. Distributors offer their clients institutional-grade products, Private Equity, Pre-IPO, DeFi strategies, tokenized real estate, with …

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

Unlocking Value Through Asset Tokenization www.realiz.io Realiz is a Luxembourg-based securitization fund revolutionizing traditional finance through blockchain and DeFi. We structure €5M–€100M bonds for SMEs, tokenizing them as real-world assets (RWAs) to unlock private credit and enable seamless on-chain trading. This bridges regulated securitization with digital markets, providing wealth managers, family offices, UHNWI, and retail investors access to liquid, high-yield, diversified opportunities. Our mission unites structured finance expertise with tokenization and DeFi integration, democratizing premium investments via compliant, low-entry digital securities. Backed by strategic partnerships and a robust distribution network, Realiz delivers secure, transparent, and innovative portfolio enhancement. #proptech #fintech …

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

Transaction intelligence at scale Triple is the leading transaction intelligence platform. We provide transaction data enrichment and agentic dispute management for financial institutions. Triple has raised $10M and works with over 50 of the top banks and fintechs globally. We've enriched more than 10 billion transactions and provide a secure enterprise-ready API that works at scale in over 150 countries. Reach out to us if you're interested in trying our solution or if you want to join us in our journey. Let's change the future of finance together. transaction enrichment, payment data, finance, and cashback

389 similar entities Type: Startup Activities: 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

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

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

Redefining Collateral Mobility HQLAχ is an innovative financial technology firm that leverages Distributed Ledger Technology (DLT) to deliver efficiencies to the global securities finance and repo industry. The platform enables banks and asset managers to achieve frictionless, precise, and real‐time collateral mobility. Learn more at: www.hqla-x.com Financial Technology, Distributed Ledger Technology, Corda, Collateral Managment, Liquidity Management, and Financial Resource Management

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

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

H100 Group AB is a Swedish health-tech company and the leading Bitcoin Treasury Company in the Nordics. H100 Group AB is a Swedish health-tech company and the leading Bitcoin Treasury Company in the Nordics. As global Bitcoin adoption grows, our mission is to increase Bitcoin exposure per share by expanding our treasury through strategic financial solutions. By leveraging equity and credit instruments in innovative ways, we aim to strengthen our position and create long-term value for our shareholders. We believe that as Bitcoin becomes a natural part of global financial systems, the most influential institutions will be those who hold …

24 similar entities Type: Startup Activities: healthtech Technologies: SaaS

We are the platform for loans and direct investments between people, without intermediaries, 100% online. At Doopla we have our own methodology to select only responsible borrowers, with a low risk profile, so that they stop paying loans with excessive interest. In turn, investors from our community select and invest in them, obtaining returns much higher than those of traditional Institutions and at the same time helping other people meet their goals. Investments and Loans

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

Long-standing partners, LB&AF and CALAO FINANCE merged on September 1, 2024, under the umbrella brand Acer Finance, to enrich their diversity and consolidate their historical know-how in financial management, real estate and private equity. ACER FINANCE is an independent and entrepreneurial financial institution. We are an agile, creative and committed collective that listens to private, professional and institutional clients, for whom we build tailor-made investment solutions. Our know-how is based on the complementarity of our expertise in the fields of real estate, private equity and financial management. Our business model combines security, sustainability and risk control to serve our clients …

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

Homes4All is the benefit company that reduces the housing emergency thanks to its network of social impact investors Homes4All is the innovative BCorp Benefit Company startup that reduces the housing emergency by promoting urban regeneration thanks to its network of social impact investors.

59 similar entities Type: Startup Activities: fintech

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

Investing at the intersection of food, biotech and health. Early-stage investor at the intersection of food, biotech and health. Thia Ventures is managed by Eightstone Pte Ltd a Capital Markets Services licensed fund management company based in Singapore. This page is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities in any jurisdiction where such offer or solicitation would be unlawful. The information provided here is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or …

88 similar entities Type: Startup Activities: healthtech fintech Technologies: Cybersecurity

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

Where smart money meets smart investing - investments in consumer loans on a regulated European investment platform VIAINVEST is an investment platform offering asset-backed securities backed by loans issued by VIA SMS Group, its subsidiaries, and related non-banking lenders. Unlike traditional banks or investment providers, VIAINVEST gives private investors easy access to the non-banking lending market. VIAINVEST is licensed as an investment brokerage firm and is regulated by Latvijas Banka, the central bank of Latvia, under license No. 27-55/2023/2. The information contained in this channel is a marketing communication. Investments involve certain risks and costs. Legal information about SIA "Viainvest" …

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

The award-winning investment platform that helps you take control of your financial future. interactive investor (ii) has been helping people keep the money they make for over 30 years. For a low, flat monthly fee, you get a secure home for your Stocks & Shares ISA, Personal Pension, and Trading Account, along with one of the widest ranges of investments on the market and a wealth of expert insight. That’s why more than half a million investors trust ii with £80 billion, making us the UK’s second-largest investment platform. With offices in Manchester, Leeds, and London, we employ more than …

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

The leading digital investor communications platform About Proxymity Adopted by 94% of FTSE 100 companies, Proxymity is a leading digital investor communications platform that connects issuers, intermediaries, and investors directly in real time. Our technology replaces manual, fragmented and paper-based processes with secure, authenticated digital connectivity across the shareholder communications chain, delivering faster processing, greater accuracy and end-to-end transparency. Our Solutions Proxymity Vote Connect A digital proxy voting platform serving intermediary banks, custodians and brokers. Vote Connect enables real-time distribution of meeting announcements, vote instructions, and vote confirmations through a direct, authenticated network. Proxymity Vote Connect North America A purpose-built …

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

We deliver actionable, high-quality investment research and model portfolios to private investors. Empowering private investors through actionable, high-quality, and contemporary investment research Charlie Morris writes The Multi-Asset Investor (UK-balanced), and ATOMIC (Bitcoin), and Robin Griffiths writes the Adaptive Asset Allocation report (global ETF)—a blend of qualitative and quantitative analysis across asset classes. Subscribe to our free mailing list: https://www.bytetree.com/#/portal/signup/free Fintech, Blockchain, Cryptocurrency, Data science, Analysis, Research, Bitcoin, Ethereum, DLT, Investment Portfolio, Investment Portfolio Management, Gold, and BOLD

268 similar entities Type: Startup Activities: fintech Technologies: Blockchain/Cryptocurrency Data Analytics

OpenAssets is establishing open standards for the next generation of capital markets—the trusted foundation for real-world asset tokenization and digital currencies. Alternative Asset Digitization We help you design, develop, and manage alternative digital assets. We offer a full suite of issuance and regulatory-conscious alternative asset management tools. Loyalty Solutions We build loyalty assets to create unique, personalized experiences that drive deeper customer engagement and ultimately lead to increased sales. Visit our social feeds and sign up at openassets.to for the latest news.

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

Evarvest unites the world's stock exchanges, making it simple to invest in the brands you know, love and trust. Invest globally, Like a local. Evarvest unites the worlds stock exchanges, making it simple to invest in the brands you know, love and trust, commission free.

60 similar entities Type: Startup Activities: fintech

Empower your wealth. NAO is an innovative co-investment platform with the goal of opening access to exclusive investment opportunities, such as private equity, venture capital, and individually structured capital market investments, for everyone. Our approach is based on the vision of breaking down existing barriers in the market for private investors and offering everyone the opportunity to build wealth professionally. With the motto "Empower your wealth", we aim to enable our clients to start or improve their "Wealth Creation Journey" with us. Our team consists of experienced finance, banking, and technology experts who work together on the continuous development of …

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

A community of independent-minded advisors delivering holistic financial advice. Hightower is a wealth management firm that provides investment, financial, and retirement planning services to individuals, families, and institutions, as well as 401(k) consulting and cash management services to corporations. Through its community of advisor businesses, Hightower offers sophisticated planning solutions and a robust platform designed to help clients achieve their financial goals. Headquartered in Chicago with offices nationwide, Hightower serves as a growth partner to independent-minded advisors seeking to scale their practices, elevate the client experience, and access the benefits of a national brand. Learn more about Hightower’s collaborative business …

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

Together we find the future. The Invesdor Group is Europe's leading platform for impact investing. We connect ambitious companies with private and institutional investors to promote sustainable growth. With a strong presence in the DACH region, the Nordics and the Benelux countries, we stand for transparency, innovation and a future-oriented investment culture. Our goal is to democratize the financial market and create a fair, accessible and sustainable investment world. Our focus is on impact investing: We bring together investors and companies who not only want to generate returns, but also want to have a positive social and ecological impact. Through …

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

Liquidity made simple Tangible is transforming the way secondary markets work for LPs, GPs and wealth managers. We combine technology and deep private markets expertise to bring transparency, efficiency and simplicity to secondary transactions. Our products enable more LPs to sell on the secondary market and empower GPs and wealth managers to create scalable liquidity solutions for their investors. Disclaimer: Securities offered through Finalis Securities LLC Member FINRA / SIPC. Tangible Markets Ltd and Finalis Securities LLC are separate, unaffiliated entities.

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

Ideas Happen Here. As an enabler of ideas, we help our clients realise their goals. RBC BlueBay Asset Management represents RBC Global Asset Management outside of North America. We're an active asset manager across equities, fixed income and alternatives – in a world where markets are more complex and fast-changing than ever. Your outcomes depend on partners who continuously learn what works and have the conviction to pursue it. As such, our purpose is to make a positive difference for our clients, optimising their outcomes through long-term active investment. We test, learn, and adapt our approach – whether through disciplined …

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

Unwavering Ethics, Superior Discipline, and Unsurpassed Value My Portfolio Guide, LLC is a Registered Investment Advisor serving investors nationwide. The firm was founded on the premise that investors are presented with too many choices in a "sea of sameness"​ within the financial services world. Most of those choices tend to present investors with proprietary and conflicted advice, boiler plate solutions, and high/hidden fees that truly drag down performance. My Portfolio Guide allows investors to receive 100% conflict free advice based on financial goals and not by selling products or making commissions. The company is an RIA (Registered Investment Advisor) and …

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

Building the financial rails for asset-backed modern finance Rush is a licensed, regulated fintech enabling gold and silver to be owned, moved, and used digitally. Through consumer apps and institutional infrastructure, Rush allows individuals and platforms to treat physical, vaulted metals with the convenience of modern financial products, without the traditional friction of bullion investing. Rush supports real ownership of LBMA-certified gold and silver, held in independent vaults, insured, and independently audited, and is designed to integrate seamlessly across wealth, payments, rewards, wallets and embedded finance use cases.

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

FIS is a financial technology company providing solutions to financial institutions, businesses and developers. We unlock financial technology that underpins the world’s financial system. Our people are dedicated to advancing the way the world pays, banks and invests, by helping our client’s confidently run, grow and protect their businesses. Our expertise comes from decades of experience helping financial institutions and businesses adapt to meet the needs of their customers by harnessing the power that comes when reliability meets innovation in financial technology. Headquartered in Jacksonville, Florida, FIS is a member of the Fortune 500® and the Standard & Poor’s 500® …

491 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

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

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

We guide companies safely to the blockchain, where they connect their projects with smart capital. A social network for companies where you create, manage and communicate your values ​​with customers and rating providers. We connect your company values ​​with rating providers. You attach the rating to your projects. You thus gain trust, which you exchange for capital. Capital provided by investors who are your referrals, fans and customers. Transparent, decentralized, secure and on the blockchain. Our vision for digital freedom is to enable people to acquire, manage and maintain control over their assets so that they can manage them securely, …

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

NAGA is a trademark of the NAGA Group AG. NAGA was founded in 2015, with the sole purpose of making trading and investing in the global markets accessible to anyone. Our vision is to provide everyone with a powerful, simple and secure platform that unifies trading, investing and social networking - all with a single sign-on. We are fostering a supportive work environment, with opportunities for career growth and employee development.

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

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

The solution for advisors, asset managers and banks | Manage and plan all liquid and illiquid assets By using wealthpilot, you can gain a competitive advantage as a pioneer in the industry and also increase the quality of customer service. We believe that hybrid investment advice can be profitably offered to a broad range of customers. This is how we deliver a digital infrastructure for personal investment advice of the future. wealthpilot brings together end customers, wealth experts and providers of innovative investment products in order to jointly realize the customers' financial life goals. With wealthpilot you can exploit the …

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

Financial Marketing and Technology Services Gate 39 is a financial services marketing and technology agency providing complete solutions for the financial, agricultural, and professional services industries since 2001. Located in the Chicago area, we serve firms ranging from some of the world’s largest exchanges, RIAs, brokerage firms, and fund managers to start-ups in FinTech, emerging managers, and advisors. Gate 39 has been listed among Inc. Magazine’s “5000 Fastest-Growing Private Companies in America” for 2020 and 2021. Additionally, we were named a 2019 HubSpot Top Digital Agency and achieved Platinum Solutions Partner Agency status with HubSpot, a leading growth platform offering …

104 similar entities Type: SMB Activities: fintech it services martech Technologies: SaaS

The best and most innovative financial products. And some heavyweight insightful content too. Welcome! Wealth Chain Capital provides bespoke funding and alpha-generating solutions. Areas we specialise - SPAC's - Agorithmic trading - Capital Raises And just great content too!

55 similar entities Type: SMB Activities: fintech

The trusted source of risk insights in digital assets. Agio Ratings is a VC-backed rating agency focused on the digital asset market. Leading trading firms, insurance companies and banks use our insights to set risk limits, calibrate exposures, and monitor counterparty health.

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

We make investing in crypto-assets accessible to professional investors in a secure environment. GOin is an asset manager specialized in crypto-assets. GOin aims to make investment in these new assets accessible to institutional investors and to contribute to the transformation of investment services through blockchain technologies. Since 2019, the company has leveraged its expertise and infrastructure to assist investors seeking to benefit from the momentum of this emerging market in a secure environment. GOin is licensed as a Digital Asset Service Provider (PSAN) by the AMF (French Financial Markets Authority) for all custody, brokerage, management on behalf of third parties, …

62 similar entities Type: SMB Activities: fintech Technologies: Blockchain/Cryptocurrency

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

Our mission is to provide rational and professional solutions to long-term investors in the context of efficient markets TOBAM is an asset management company offering innovative capabilities designed to maximize the benefits of scientific research to build efficient investment exposures. TOBAM’s expertise relies on 3 core pillars: - TOBAM’s Maximum Diversification® approach, supported by original, patented research and a mathematical definition of diversification, provides clients with diversified core exposure, in equity and fixed income markets. - A research driven, Solutions division (TOBAMSolutions®), dedicated to build customized solutions and services to sophisticated institutional investors, - A LBRTY® strategy range, which aims …

Type: Startup Activities: fintech

Asset management HOMA CAPITAL is an independent asset management boutique. Independently of issuer analysis, its management team relies on proprietary models that exploit the information contained in the risk for allocation purposes. As a signatory of the PRI agreements, HOMA CAPITAL is committed to responsible investment. As the first manager of a green fund to finance impact projects in France, HOMA CAPITAL is also the first manager of a fund aiming to improve the “Social” rating of the companies in which it is a shareholder. Since its AMF approval in 2011 and AIFM approval in 2014, the management company, HOMA …

58 similar entities Type: SMB Activities: fintech

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

Kayne Anderson Rudnick "KAR" is an investment advisory firm founded in 1984 to manage capital for its founders, including John Anderson (member of the Forbes 400 and benefactor of UCLA's Anderson School of Management). With offices in Los Angeles, San Francisco, Newport Beach, Seattle, Salt Lake City, Scottsdale, Denver, Boston, Providence and Westlake Village. KAR has over $50.6 Billion in assets under management as of March 31, 2026, focused on institutional, broker-dealer and high-net-worth clients. At KAR we offer a variety of actively managed equity and fixed-income strategies. Our investment philosophy focuses on the “high-quality” subset of the investable universe. …

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

We exercise effective supervision to ensure investor protection and the healthy development of the securities market. The Cyprus Securities and Exchange Commission (CySEC) is the independent public supervisory Authority responsible for the supervision of the investment services market and transactions in transferable securities carried out in the Republic of Cyprus. Our Mission is to exercise effective supervision to ensure investor protection and the healthy development of the securities market.

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

Fidelity Digital Assets®—a subsidiary of Fidelity Investments®—offers an institutional-grade digital asset experience that incorporates the history, principles, and expertise of Fidelity’s traditional finance business. We are focused on financial innovation in the digital asset ecosystem and offer a secure platform for trading and custody of digital assets. Digital assets are speculative and highly volatile, can become illiquid at any time, and are for investors with a high-risk tolerance. Investors in digital assets could lose the entire value of their investment. Digital assets are not insured or guaranteed by the Federal Deposit Insurance Corporation, or any other government agency, and are …

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

At Fidelity Canada, we’ve been committed to helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly striving to find new and better ways to help our clients. Fidelity Canada is part of a broader group of companies, collectively known as “Fidelity Investments”, one of the world’s largest providers of financial services. We employ over 1,600 full-time employees in offices across the country, headquartered in Toronto with regional offices in Montreal, Calgary, and Vancouver. Fidelity Canada is made up of two entities: …

56 similar entities Type: SMB Activities: fintech silvertech

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

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

Merchant risk solutions for the payments space, now part of G2 Risk Solutions. Web Shield is now part of G2 Risk Solutions, the global industry pioneer providing market-leading solutions for merchant risk, digital commerce risk, bankruptcy risk, credit risk, and regulatory reporting. As part of G2RS, we continue to support acquiring banks and other payment providers with tools for onboarding, merchant monitoring, and risk management. Together we offer a more complete approach to managing merchant risk across the entire merchant due diligence lifecycle. To learn more, visit https://g2risksolutions.com/merchant-risk/ Online Security, Website Content Monitoring, Financial Credit Risk, Fraud Protection, Customer Due …

86 similar entities Type: Startup Activities: fintech it services Technologies: Cybersecurity

We break free from the conventions of traditional investment culture to create new value. Maverix Securities AG, formerly known as CAT Financial Products, one of the leading Swiss Securities Houses in the Structured Products market. Since 2008, we have been offering our services to professional asset managers, banks, institutional and retail investors using one of the most innovative technologies. We break free from the conventions of traditional investment culture to create new value for those that share our vision, ambition and passion. Our unique investment approach combines next-gen technology, deep human experience and relentless creativity. Since 2008, we have been …

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

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 …

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

SILEX combines investment expertise and digital solutions to enable your investments SILEX is an independent investment group that supports wealth managers at every step of the investment process, combining human convictions with technology. SILEX provides open-ended and tailor-made investment solutions, leveraging synergies across three business lines: Investment Solutions, Research & Development and Asset Management. Our suite of quantitative digital tools, SPARK, feeds into everything we do. Disclaimers & disclosures : https://www.silex-partners.com/legal-notices Fundamental Research, Optimal Cross Asset Allocation , Numerical Algorithms, Portfolio Optimization, Wealth Management , Fundamental Data Processing, Investment Solutions, Discretionary Management , and Structured Products

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

We are the first Italian broker leader in online investments. We are the first. We are independent. We are like you. We have been online brokers since 1995, born in Turin to democratize investments in Italy; making accessible to everyone what was previously reserved for a few, allowing you to operate independently on the markets with simple and high-performance platforms. Today we are the point of reference for online investments in Italy, but our mission has always been to give Italians the freedom to invest independently, with awareness and in a transparent way. Online Trading, Finance, Economy, Markets, Investments, Financial …

68 similar entities Type: SMB Activities: fintech 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

The Goal-Based Platform for Digital Wealth Management: Enables Holistic Advice and Hyper-Personalises Portfolios. At 3rd-eyes analytics, we believe that every person is unique and should be able to discover how to fulfil their dreams, to get a realistic picture of their future wealth, to cover their life risks and to invest in a sustainable manner. Therefore, we empower financial institutions to deliver goal-based investing with realistic and scenario-based asset liability management methods. They capture downside scenarios and market distortions realistically and integrate sustainable investing in all steps of the advisory process. We support the transformation of the wealth management and …

381 similar entities Type: Startup Activities: fintech insurtech it services Technologies: SaaS

We bring the world to your portfolio. Building wealth today requires you to look beyond Canada’s borders. We are part of the Sun Life group of companies, a global asset manager with offices in nearly 20 countries and over $1 trillion under management. And we’ve built a truly global investment platform by combining the strength of Sun Life with world class asset managers who use insight and innovation to manage high quality investment solutions for Canadian investors.

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

Starlight Investments is a leading global real estate investment and asset management firm. Starlight Investments is a leading global real estate investment and asset management firm with CAD $30B AUM. A privately held owner, developer and asset manager of over 71,000 multi-residential suites and over 7 million square feet of commercial property space, we offer a range of investment vehicles across various real estate strategies. Starlight’s guiding mission is to balance our tenure with visionary curiosity to create positive impact for investors and communities alike. At Starlight, we invest with impact. Learn more at www​.starlight​in​vest​.com or connect with us on …

61 similar entities Type: Startup Activities: proptech fintech Technologies: Cybersecurity

Australia's largest digital advisor. Helping Australians invest better. We're hiring! Stockspot is Australia's first and largest digital investment adviser. We were founded in 2013 with a mission to help more Australians access expert investment advice and portfolio management. We want to do away with the high fees, confusing jargon, endless paperwork and lack of transparency that gives the wealth management industry a bad reputation. Today, we're the largest and fastest growing digital investment advice (robo-advice) service in Australia. We're helping thousands of Australians manage their money smarter with our low-fee transparent investment service. Stockspot was selected as one of the …

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

Real Estate Investment online Upstone is a crowdfunding platform dedicated to real estate investment. Visit www.upstone.co and start to invest with as little as 100 euros. Access all the information you need online. Crowdfunding, Immobilier, Real Estate, and Financement

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

The app that brings together a multitude of financial products in community. Goliaths is a social investment platform, offering the opportunity to invest in a variety of financial asset classes from accessible amounts. Products that private banks will not give you access to are available on Goliaths Our mission is to give power back to individuals to manage their own finances through a single application. - Side actions - ETFs - Structured products - Raw materials While actively working to expand our range of asset classes. To guarantee the security and trust of our users, we are regulated by the …

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

100 Bricks, the digital companion that drives your Freedom. Boost your capital with our investments! We connect investors with premium real estate. We transform real estate investment to make it 100% digital, simple, secure and transparent. finance, real estate crowdfunding, investments, economy, personal finance, trends, technology, real estate, digital, and real estate

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

Track all your assets. Invest in handpicked mutual funds. Discover curated paths to grow wealth. Investment platform trusted by 18 Lakh+ investors with Rs 50,000+ crore in assets. Your safe space to invest Direct MFs | FDs | Indian Stocks | US Stocks https://kuvera.in Financial Planning, Financial Services, Personal Finance, Investing, Mutual Fund Investments, Robo Advisory, and #FinTech

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

The most trusted resource for Financial Advisors and RIAs. InvestmentNews is the leading news source for independent financial advisors and RIAs across the Land of the Free — where the advice business is being rebuilt from the ground up. The American wealth management industry is at an inflection point. The number of SEC-registered RIAs and the assets they manage have hit record highs, M&A activity is reshaping firm ownership at an unprecedented pace, and the independent RIA model continues to gain ground on the wirehouse channel. Meanwhile, AI, fee compression, and evolving SEC, FINRA, and DOL regulation — including the …

67 similar entities Type: SMB Activities: fintech silvertech Technologies: Cybersecurity

OpenInvest is a fast-growing fintech with a mission to align capital with values. Formerly a Public Benefit Corporation backed by firms like Andreessen Horowitz and YCombinator, OpenInvest is now an independent subsidiary of J.P. Morgan Chase. Important Information and disclosures can be found here: https://privatebank.jpmorgan.com/gl/en/disclosures/social-media-important-information https://www.jpmorgan.com/content/dam/jpm/global/disclosures/disclosure-notice/social_media_policy.pdf investment strategy, wealth management, finance technology, software engineering, socially responsible investing, and ESG

137 similar entities Type: Startup Activities: fintech it services Technologies: Decarbonization

Czech number one in the world of online investments Since 1994, we have been opening new possibilities for our clients in the world of online investments and helping them increase their returns. To achieve them, we provide a clear trading platform, first-class analytical and intelligence service, individual approach of the brokerage team and willing customer support. Investment banking / corporate finance, Institutional brokerage, Retail brokerage, and Equity research

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

Intellectual property advisory firm specializing in the valuation and disposition of all forms of intangible assets. Hilco Streambank is the leading appraisal and disposition services provider whose exclusive focus is intangible assets. We provide valuation opinions and expert testimony services for lenders and other stakeholders around patent portfolios, trademarks and brands, licensing and royalty agreements, and other intangibles. We are the principal provider of disposition services for these types of assets in restructurings and strategic realignments. In certain situations we are a capital provider making principal investments in these assets or providing guarantees to our lending and disposition clients. Intellectual …

46 similar entities Type: SMB Activities: fintech legaltech Technologies: IoT

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 …

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

Creator of the H Ranges The design of structured investments is a profession in its own right. This is our job. Structured investments aim for attractive remuneration accompanied by conditional capital protection at maturity, without however requiring a significant increase in the markets. Both more protective than equity funds and potentially more efficient than guaranteed investments, they have the advantage of setting, from the start, the rules of the game on performance and risks. They have thus become perfectly essential in the composition of financial portfolios and they remain the most relevant solution for savers looking for predictability and performance …

Type: Incubators & VCs SMB Activities: fintech

Shine your investments, be foxy! UniFox - Invest in a better future! UniFox is a sustainable and innovative way to invest. We use the latest AI technology to generate the best performance for our investors and incorporate environmental, social, and governance (ESG) criteria to ensure your investments align with your values. Join our web3 ecosystem and benefit from AI-driven investment vehicles that finance green projects and provide passive income for our users. Additionally, our DeFi platform generates fees that are redistributed to our ecosystem through our own sustainable token. Don't miss out on this opportunity to invest in a better …

69 similar entities Type: Startup Activities: fintech Technologies: A.I. Blockchain/Cryptocurrency A.I. - Natural Language Processing

Fundment is the modern investment platform that turns advice into action with speed, clarity and precision. 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 …

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

Information on managed savings by Assogestioni FocusRisparmio publishes news, interviews and insights dedicated to asset management consultants and professionals. All our social, web and bimonthly magazine contents published by @Assogestioni are written by a team of journalists and contributors from the academic and institutional world.

58 similar entities Type: Startup Activities: fintech

InvestiGroup is committed to the democratization of financial investment for individuals. Our range of products and services: - InvestiSchool: online training platform to help individuals take their first steps on the stock market --​> https://www.investischool.com - InvestiNews: every day receive directly in your mailbox the eco news of the day deciphered by our finance experts --​> https://www.investinews.com - InvestiBox: A gift box to take your first steps on the stock market and build your first financial portfolio --​> release soon Contact us and come have a coffee! contact@investi.group / 01 84 25 24 72 Stock market, stock market investment, finance, …

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

Thematic Investors #assetmanagement #finance #thematicinvesting #thematics Independent Asset Manager regulated by the AMF N°GP 00-023 Founded in 2000 and based in Strasbourg and Paris, Galilee Asset Management is recognized for its multi-thematic expertise in the selection of funds and securities. It offers investment solutions for individual, professional and institutional clients. Its entrepreneurial structure and its capitalistic independence vis-a-vis any banking or insurance network is the guarantee of great freedom in its investment decisions. Gestion Collective, PEA/Comptes-titres, Assurance-Vie, Assistance à la Gestion, Asset Management, Gestion Privée, OPCVM, Actions, Gestion thématique, Fonds Internes Dédiés, FID, Fund Selection, Fund Picking, Stock Picking, and …

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

Dragon Wealth offers the world’s first ‘marketing in a box’ designed specifically for financial advisors to connect more easily and more often to new and current investors. Dragon Wealth’s one stop online marketing shop includes FAConnect - an app connecting FAs to current and new investors, featuring a suite of automated, tailored marketing campaigns targeting new and current investors, and INVESTO - an app for investors which provides 24/7 access to their portfolio, news and new products, and importantly connects investors to financial advisors in a way that saves time and money. As Asia’s new business accelerator for the financial …

61 similar entities Type: Startup Activities: fintech it services Technologies: Data Analytics

Unlocking Alternative Investments We allow our customers to access the type of assets typically reserved for institutional investors and ultra high net worth individuals. Asset classes include: Private Credit (direct lending and funds), Infrastructure, Real Assets and more Contact: Daniel (at) darksquarecapital.com

59 similar entities Type: SMB Activities: fintech

DNA Finance is a healthcare financial advisor based in Paris, France. DNA Finance executes strategy consulting, fundraising, and M&A assignments for Life Sciences innovative companies. DNA Finance also provides financial analysis for healthcare listed funds.

57 similar entities Type: Startup Activities: fintech

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

422 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

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

A 100% independent structure, we offer investment solutions dedicated to Wealth Management Advisors, Management Companies, and Private Banks. We operate, on the one hand, as an Independent Analysis Office in Asset Allocation (UCITS + Securities), Behavioral Analysis and Graphical Analysis. We support our clients in the choice of the investment universe, in the definition of the risk profile, as well as the justification of arbitrages. On the other hand, we act as a UCITS Rating Agency on more than 600 funds listed in the largest life insurance contracts, relying on a proprietary Cros Investing model integrating Behavioral Analysis and “Money …

134 similar entities Type: SMB Activities: fintech legaltech Technologies: Cybersecurity

Family office of Halle Tecco and Jeff Hammerbacher. Angel investments of Halle Tecco + Jeff Hammerbacher .

42 similar entities Type: Startup Activities: fintech

Insurance Asset Management Conning (www.conning.com) is a leading investment management firm with a long history of serving insurance companies and other institutional investors. Conning supports clients with investment solutions, risk modeling software, and industry research. Founded in 1912, Conning has investment centers in Asia, Europe and North America. Conning is part of Generali Investments. Legal | Disclaimers | Terms and Conditions: https://www.conning.com/terms-of-use Privacy & Social Media Policy: https://www.conning.com/privacy-policies Asset Management, Risk Solutions, Insurance Industry Research, Pension LDI Solutions, Liability-Driven Investing, Investment Accounting, and Investment Reporting

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

Creating a resilient future where all people thrive. Reinvestment Fund is a national mission-driven financial institution that creates opportunity for underserved people and places through partnerships. We marshal the capital, analytics, and expertise necessary to build strong, healthy, and more equitable communities. Email: info@reinvestment.com For information on investing: Call 215.574.5819 or email invest@reinvestment.com. For media inquiries, email us at media@reinvestment.com.

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

The Only Non-Agency AUS Provider LoanScorecardTM is a leading provider of automated portfolio underwriting and loan pricing solutions designed to meet today’s regulatory challenges. The company’s Portfolio UnderwriterTM streamlines portfolio mortgage underwriting, eliminating manual processing and producing consistent, unbiased and documented underwriting decisions in seconds to satisfy fair lending compliance. The company’s Portfolio ProducerTM assists aggregators to reach and grow their broker and correspondent channels, providing third-party originators with a real-time, interactive tool to price and submit qualified, portfolio loans with confidence. Automated Underwriting, Pricing Automation, and Web Portals

56 similar entities Type: SMB Activities: fintech

At New York Life Investment Management, we deliver disciplined active management driven by deep expertise. Our global platform with $800B in AUM connects specialized insights across public and private markets and every major asset class to help clients navigate the next era of investing. Disclosure: https://www.nylim.com/info/social-media-policy Mutual Funds, Thought Leadership, Client Relationships, Investment Management, Fixed Income, Longevity, Equities, Index Solutions, ETFs, Infrastructure, Private Equity, Private Credit, Alternative Solutions, Inflation Protection, Income Generation, Volatility Management, Practice Management, Value Add Programs, and Municipal Bonds

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

Tech-enabled Custodian offering solutions for public & private market participants. Forge Trust serves over 1.7 million accounts, representing over $14B in assets under custody. Introducing Forge Trust, a tech-enabled Custodian offering solutions for public & private market participants. Specializing in custody administration and reporting for a wide range of non-publicly traded alternative investments. Our parent company, Forge Global, provides liquidity opportunities for investors and shareholders in the private markets. We focus on holding what's most important to our clients, offering world-class Custody as a Service for both retail & institutional participants. For more information, call (800) 248-8447 or visit www.forgetrust.com …

62 similar entities Type: SMB Activities: fintech proptech

Invested in Growth NewView Capital is a venture growth firm invested in high-potential companies in enterprise software and fintech. With over $3B in AUM, NewView pairs flexible primary and secondary capital with the operational impact needed to realize scale. The firm’s portfolio features category-defining companies such as Apollo, Duolingo, Plaid, and Sigma. Social Media Disclosures: https://www.nvc.vc/disclosures

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

We serve as true confidants to the most innovative investors, making your dreams a destination & your vision a reality. We partner and serve as our clients’ financial confidante, using real-world experience and impactful insights to help them solve increasingly complex challenges that extend well beyond wealth management. With innovative research, sophisticated modeling, and cutting-edge investment solutions, we guide our clients and communities to achieve a more meaningful future. AllianceBernstein, L.P. does not transact or advise on any cryptocurrency or related products. In addition, we do not conduct business through Facebook, WhatsApp, or any other social media. Any posts on …

64 similar entities Type: SMB Activities: fintech

Pre-Seed Round Open Our footprint reflects our ambition to build a tokenised investment ecosystem without borders. A More Open and Fair Investment Landscape. We believe access to capital and investment opportunities shouldn't be limited to the few. At Trusty, we help businesses tokenise their real-world assets, raise funds, and grow — while giving investors access to secure, transparent, asset-backed opportunities. Blockchain is just the tool. Empowering people is the mission. Technology, Blockchain, Management, and Software

345 similar entities Type: Startup Activities: it services fintech Technologies: Blockchain/Cryptocurrency Cybersecurity

Your preferred Crypto Brokerage ✅ Rated Excellent on TrustPilot 🏆 Brokerage of the Year 2024 🏅 LondonLink is one of the oldest Bitcoin brokerages in the world. Since 2013 we have been providing a high-touch, premium, concierge service to discerning retail and institutional investors. We are a well-run mature business using tried and tested techniques to deliver great outcomes for our stakeholders. We do not provide financial or investment advice. We maintain up-to date regulatory permissions to serve our target markets. For more information, please visit our website. bitcoin, cryptocurrency, digital assets, and brokerage

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

Launch and run your investment firm from your phone Odin lets anyone, anywhere launch and run a private investment firm online - think Shopify for Venture Capital and Private Equity. We handle the full back office stack end to end, flexibly: legal structuring, investor onboarding, KYC/AML, payments, tax, reporting, and exits. We administer over $500m in assets, covering investments from pre-seed to pre-IPO. This includes household names like OpenAI and SpaceX but also new companies focusing on tons of cool things like: - Next-gen micronuclear reactors - Atmospheric CO2 removal at gigaton scale - Asteroid mining - Space-based manufacturing (fiber, …

115 similar entities Type: Startup Activities: fintech

Take emotion out of investing AlphaMolly is an intuitive investor toolkit that integrates seamlessly with any brokerage, exchange, or website. Through AlphaMolly’s powerful APIs, we offer unrivalled tools and real-time analytics, enabling investors to make informed decisions and take control of their financial future. We're committed to democratising wealth creation and the investment decision-making process. We believe that investing should be transparent and accessible to everyone. Our vision is to create a world where every individual has the tools and knowledge to build their wealth confidently, fully understanding not just their portfolio's past and current performance but also its future …

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