Wealth Management

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Roofstock is an online marketplace for investing in leased single-family rental homes in a transparent and low-friction way. The company...
Integrations: 1
Partnership: 0
Ivalua is a global provider of spend management solutions. Ivalua’s cloud-based software is used by procurement and finance organizations in...
Integrations: 0
Partnership: 0
Newfront is a modern insurance brokerage that leverages technology to vastly simplify the buying process for clients and the selling...
Integrations: 0
Partnership: 0
RiskSpan offers an end-to-end solution for data management, analytics, and visualization on a highly secure, fast, and fully scalable platform...
Integrations: 0
Partnership: 0
Figure is a web-based platform that manages digital assets and can be used for completing financial and investment transactions. Figure...
Integrations: 0
Partnership: 0
Borrowell is the first to offer free credit scores, provides education, monitoring, innovative digital tools and personalized product recommendations to...
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Partnership: 0
ETNA provides a front to back technology solution to run a retail online brokerage business. Our technology suite includes white...
Integrations: 0
Partnership: 0
Arete Wealth is a family of financial companies including a full-service Broker-Dealer (BD), Registered Investment Advisor (RIA) and Insurance firm....
Integrations: 0
Partnership: 0
Quantile reduces risk in financial markets, delivering advanced strategies that rebalances and reduces counterparty risk between market participants, increasing the...
Integrations: 0
Partnership: 0
Envizage software improves people’s lives and futures. Our analytics change the way people identify, understand and manage the risks to...
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