Technology at the service of heritage Wealthcome | The next-generation ecosystem for wealth management professionals Wealthcome develops a comprehensive SaaS solution for digitizing and automating wealth management. Designed for wealth management advisors, family offices, and financial institutions, our platform combines all the essential features wealth management professionals need in a single tool: data aggregation, regulatory compliance, customer relations, and sales management. Key features: - Real-time aggregation connected to 90% of financial institutions - Automation of regulatory obligations (AMF, ACPR, CNIL) - Web and mobile customer portal for a seamless and secure relationship - Multiple software integrations thanks to a modular …

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

Your heritage is the fruit of your work. We grow it with high standards. 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 …

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

Improve every financial decision you make. Omney was created to give you awareness and autonomy in management of your investments. We help people make informed financial decisions, with concrete tools, structured training and the support of an active community. Not generic content on finance: a complete path for build the skills and tools to manage your assets autonomously. We operate in three dimensions. 1. Training. A structured path to become an informed investor. From theory to practice: objectives, tools, strategy with the direct support of experts. 2. Technology. Asset trackers, simulators and operational tools to have a clear vision of …

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

October is a European FinTech whose mission is to finance businesses better. Our data and technology expertise make it easy and fast to say yes to businesses, thanks to a robust risk analysis. We have already financed thousands of SMEs for EUR 1 billion in France, Spain, Italy, the Netherlands and Germany. As a lending platform, we are the first users of our technology. With October Connect, our tools also empower leading financial institutions, enabling them to better monitor their portfolio performance and enrich their risk analysis. Bpifrance is one of our early adopters. October is part of the Next40 …

Type: Startup Activities: fintech Technologies: Data Analytics

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

We find ways to help people, positively and efficiently, whatever their situation. Pepper Advantage is a global credit management and intelligence company operating in nine jurisdictions across the UK, Europe and Asia Pacific. We have USD55 bn in assets under management. And we bring a unique, technology-centric approach to the way we manage credit assets on behalf of our clients. Working across commercial and residential real estate, personal and SME loans, credit cards, asset finance and point of sale, we always put the customer at the heart of the journey and take a holistic approach to everything we do. We …

162 similar entities Type: SMB Activities: fintech Technologies: A.I. - Machine Learning Data Analytics

We are a team of expert research analysts, striving to help you find the best financial products Under AMTD Group and AMTD Digital, AMTD PolicyPal Group is a leading Singapore-based Fintech and InsurTech company. AMTD PolicyPal Group consists of: PolicyPal Pte. Ltd., Baoxianbaobao Pte. Ltd., PolicyPal Tech Pte. Ltd., and ValueChampion. Fintech and Insurtech is about leveraging technology, data, partnerships and lifestyle to empower users in their financial health. Here, we aim to change the mindset about finance. We make finance fun and convenient for everyone by: building a user friendly platform. This platform allows management of your financial portfolio, …

185 similar entities Type: Startup Activities: insurtech 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

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 …

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

Manage the complexity of investment decision-making Ortec Finance delivers leading software and consultancy services for investment decision-making to financial and real-estate institutions around the world. The software enables you to manage the complexity of your investment decisions. Our strength lies in an effective combination of advanced models, innovative technology and in-depth market knowledge. This combination of skills and expertise supports investment professionals in achieving a better risk-return ratio and thus better results. High-quality models We design, build, and deliver high-quality software models for asset-liability management, risk management, climate scenario analysis, portfolio construction, performance measurement & attribution, and financial planning. Our …

418 similar entities Type: SMB 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.

Financial Planning and Wealth Management, A Sanctuary from the Noise (R) At Moisand Fitzgerald Tamayo, LLC , we are more than just financial advisors—we are your dedicated partners in achieving financial security and long-term success. Our firm is built on six key differentiators that set us apart from other advisors: 1. Fiduciary Duty We are fiduciaries, which means we are legally obligated to act in your best interest in every aspect of our relationship. Unlike other firms that may "switch hats" to sell products under a lower standard, we are committed to eliminating conflicts of interest, ensuring that our loyalty …

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

The best AI experience engine. Build personalised customer journeys in finance, deploy instantly, optimise continuously Dimply is the award-winning AI experience engine for financial services. We transform how banks, insurers, pension providers and wealth managers engage with customers, shifting from static, generic interactions to dynamic, hyper-personalised, data-driven journeys. Our no-code platform is built for regulated financial services. It gives the teams closest to the customer the power to create and adapt personalised experiences in real time. Technical and non-technical users can orchestrate APIs seamlessly across systems and deliver embedded journeys directly inside existing apps and sites. The impact is clear: …

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

Our world revolves around you Our strength is the style we have been cultivating for centuries: private, discreet and very personal. With the claim to trusting cooperation and individual advice. Proximity to our customers remains the most important thing for us, even in the digital world. Every customer has a permanent advisor – often across generations. This also surprises with solutions that go far beyond normal banking. We offer an extensive network for real estate customers and institutional investors, for capital markets customers, entrepreneurs and private customers. Get to know us! We look forward to seeing you. PS: Would you …

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

Boutique Care. Big 4 Rigour. Your embedded finance partner for growing businesses. Stepping Stone is more than a bookkeeper — we're the embedded compliance and commercial partner behind growing businesses. We built Stepping Stone to close a gap. Most compliance firms do the minimum: file the return, send the invoice, and disappear until next year. Growing businesses need more — a senior finance partner in their corner, not a call centre. We bring Big 4 governance and boutique attention to every engagement. Our team has spent decades at the world's leading accounting firms across five countries, and we use that …

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

Helping to make retirement more rewarding. We’re building the best retirement focused adviser platform group in the UK. Our sole purpose is to help make retirement more rewarding. By harnessing Nucleus Wrap, James Hay, Curtis Banks, Talbot and Muir, Dunstan Thomas and Third Financial, we’re building the best retirement focused adviser platform group in the UK. We focus solely on the advice sector and provide adviser firms with operational efficiency to enable them to grow their businesses. Alongside this we provide a breadth and depth of experience and expertise that you simply can’t find under one roof anywhere else.

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

Digital financial services are only 1% finished, and we've built the team who will shape the future. At 11:FS, we don’t just talk digital - we make it happen. We're building truly digital financial services by partnering with bold teams to take them from market insights to real-world products. Whether you're an incumbent innovating or a startup breaking new ground, we bring the strategy, research, design, and delivery to make it real. Less talk, more impact. Proud winners of the British Bank Award for Consultancy of the Year - six times and counting. We are also the creators of the …

131 similar entities Type: Media Startup Activities: fintech constructiontech insurtech Technologies: Blockchain/Cryptocurrency

Fenergo develops leading SaaS financial technology solutions to improve client lifecycle management (CLM) and support regulatory compliance. We connect the world’s financial institutions with their customers to transform the overall experience and relationship. We help firms feel safe by continuously monitoring risks and ensuring regulatory compliance. By enabling operational efficiency and digital transformation, we drive value creation to solve the problems of today and anticipate those of tomorrow. Our technology enables financial institutions to transform the end-to client onboarding and lifecycle experience; continuously monitor risks and ensure regulatory compliance (across KYC, AML, ESG, Tax, SFTR, and Data Privacy frameworks); and …

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

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

Powering today's best financial advice At Synaptic, our mission is to provide independent, whole-of-market financial advisor planning and research software, which delivers due diligence and streamlines customer journeys – from onboarding clients to client reviews. We know that you’re constantly balancing the need to onboard new customers quickly, with the requirement to meet due diligence obligations and avoid bias. That’s why at Synaptic we focus on providing independent, whole-of-market research and planning technology, for the retail financial sector. And why we design software tools which enable you to streamline end-customer onboarding, and present informed, independent advice in a way your …

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

Germany's AI-first financial app We are building Germany's AI-First financial app: the easiest way to save time and money. Known from “The Lions’ Den”, today with over 3 million users and brand ambassador Toni Kroos. Finanzguru helps you to really understand your finances, save and plan smarter. As an AI-First Company, we combine modern AI technology with real financial expertise, making personal advice scalable. Our focus for 2027: the state-sponsored retirement savings account. We will provide you with the easiest way to prepare for old age. Easy digital access directly in the Finanzguru app, personal advice and AI-supported support as …

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

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

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

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

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

Digital partner for private equity - Accelerate the digitalization of your investor and partner relations InvestHub is the SaaS platform that digitizes and structures the relationship between management companies and investors. From fundraising to distribution, it centralizes essential flows: subscription, compliance, reporting, and communication. Each step becomes more fluid, traceable, and clear. Designed with private equity players in mind, InvestHub is based on a modular and interoperable architecture, designed to integrate easily into existing environments. Beyond technology, an expert team supports each client in transforming operational complexity into a reliable and measurable framework. InvestHub thus enables management companies to focus …

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

WE ARE RECRUITING JUNIOR AND SENIOR EMPLOYED WEALTH MANAGEMENT ADVISORS **CENTAURE INVESTISSEMENTS** offers global and personalized management of private and professional assets, adapting to the unique needs of each of our clients. Since our creation in 2010, we have continued to grow and our ambitious plans to open new offices are now supported by the Ciclad investment fund. Our project is to develop a consolidation platform with our teams of experts who make it a point of honor to listen to our clients and provide them with sound advice, supported by innovative technological tools that are still little used in …

225 similar entities Type: SMB Activities: insurtech legaltech Technologies: SaaS

Wealth management firm that helps individuals and business achieve their financial goals. We deliver highly personal financial planning and investment management services to help you achieve your goals and to make your life simpler. Our advice is independent. We focus on our clients objectives while driving principles of advice that are objective. Asset Allocation, Financial Planning, Investment Management, Retirement Planning, and Risk Management

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

Smarter, Personalised Wealth Planning for Individuals, Advisors and Institutions PaceUP Invest is an intelligent behavioural wealth OS platform helping advisors and institutions deliver personalised financial guidance at scale. We help financial advisors, institutions, and individuals make smarter financial decisions through intelligent, data-driven wealth planning. Our platform combines advanced analytics, AI-powered insights, Behavioural science and holistic financial modelling to deliver personalised financial guidance at scale. Advisors can better understand client goals, model financial futures, and provide more meaningful, proactive advice. At PaceUP Invest, we believe the future of wealth management is more intelligent, more inclusive, and more accessible. Our mission is …

83 similar entities Type: Startup 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

Simply build performant investment plans with ETFs. For private investors, company directors and employees. Easyvest is a fast-growing online financial advisor that helps all investors grow their hard-earned money in a smart, simple, personalized, low-cost, and educative way, in prevision of their pension or during their pension. Easyvest combines the power of technology with the conviviality of a certified financial advisor. Our intuitive platform allows you to digitally open an account within 15 mins and manage your online account wherever you are. Our human financial advisors assist you at any time. We offer our solutions at the lowest price with …

249 similar entities Type: Startup Activities: fintech insurtech Technologies: Robotics

Simply better liquidity planning. Plan and monitor cash flow development. Always up-to-date and pragmatic. Commitly helps business owners to focus on financial results. To do this, Commitly synchronizes your bank transactions and compares them to your plans - providing you with automated insight. Make the financial impact of decisions transparent. Base your business activities on insights, delegate tasks. It's all about cash flow. Not about rocket science. With Commitly, you can now closely monitor and forecast all your company's bank accounts - and sleep well at night. More at: https://commitly.com SaaS, Liquiditätsplanung, Liquiditätsmanagement, Finanzen, Treasury, KMU, and Cloud Service

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

Protecting Investors & Market Integrity Changing the way compliance is done Globally. Four Eyes Financial is a pioneering force within wealth management, addressing major challenges that face financial institutions. Our innovative approach increases capacity and reduces costs by leveraging a cloud-native Intelligent Compliance Platform that efficiently gathers data for use across back, mid, and front-office workflows. Empowering wealth management firms to streamline operations by consolidating vendors, minimizing endpoint products, and maximizing both cost and time in the integration of their daily custodial data through a unified platform rather than engaging with multiple vendors. The Intelligent Compliance Platform stands as the …

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

Transforming Finance Systems, Process & People We help CFO's and their teams to transform their organisations through systems, process and people. Our core focus is to help finance teams to transition from old outdated legacy environments into newer and more scalable finance systems. Digital transformation isn't something that can be ignored by finance, it must be embraced. At Think Numbers we are perfectly positioned to support teams as they undertake significant change to make the process as smooth as possible. We specialise by providing the necessary support and experience in implementation of ERP, Financial Planning & Analysis and other Enterprise …

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

The quantitative engine behind RIAs' success Software platform for building and managing ETF-based investment portfolios. We provide financial institutions with analytics, portfolio construction, deployment, and monitoring tools in one integrated system. Our research on ETFs and their impact on market risk structure has been published in the Journal of Portfolio Management and cited by the Financial Times. Our solution applies these insights to help clients navigate the ETF era. Clients include banks, RIAs, asset managers, and wealth management firms. Based in Boston, MA.

213 similar entities Type: Startup Activities: fintech deeptech Technologies: SaaS

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

Building a smarter wealth management experience through technology and human expertise. **About Nine Edge Wealth** Nine Edge Wealth is redefining financial planning. We believe in the power of human connection and that innovative technology can make every client relationship stronger. Our success is measured when our clients' dreams become their reality. As the parent company of RMS Financial and Wealth Professional, Nine Edge Wealth provides the strategic direction, technology, operational support and innovation that help our businesses deliver an exceptional client experience. Financial planning and regulated advice are provided by our experienced teams at RMS Financial and Wealth Professional, who …

Type: SMB Activities: fintech Technologies: Cybersecurity

First Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Our reporting solutions help financial firms create absolute transparency while empowering investors to simplify and better understand their financial world. Through First Rate’s holistic view of engagement, we deliver adaptable and tailored solutions that sustain long-term relationships. With a proven track record, including over 25 years of experience, our relentless focus on meeting the diverse needs of our partners is unmatched in the industry. Investment performance, investment performance measurement, investment performance reporting software, investment performance technology, investment performance software, portfolio attribution analysis, and …

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

"Your Finance lights up" ARGAFIN, your financial support. We are a consulting firm that provides financial management services for both small and large companies. Created in 2015, it is in full expansion and currently employs 40 people. Thanks to our expertise in the field of financial advice and the complementarity of our team members, we assist our clients with a constant goal of quality and integrity. Our approach is pragmatic and flexible. We support CEOs in the development of their companies. We offer support services: - For development or reorganization - For the optimization of financial processes - For the …

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

Understand where you stand. Ready to make baffling jargon and unclear advice a thing of the past? Welcome to Ascot Lloyd. We’re a financial advice firm based in the UK who provide a range of financial services, including investment, retirement planning, tax efficiency strategies and estate planning. Whether you’re an individual, family or a business, we offer personalised advice that will help you achieve your goals while navigating complex financial landscapes. To do that, we pride ourselves on providing clear, down to earth and transparent financial advice that gives you confidence in your financial plan. So, whether you’re ready to …

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

The AI-powered Professional Services platform enabling intelligent decisions and delivering profitable growth. Leading a successful professional service firm is an art. Running a profitable firm is a business. We understand this because our founder ran an IT Consulting firm for over 15 years. He grappled with the same challenges that professional service firm owners face today. How do I know what my employees are working on? How can I connect time and expenses to clients or projects for billing? What resources do I have available? How can I see relevant reports on the firm’s performance? The list goes on. The …

967 similar entities Type: SMB Activities: it services Technologies: SaaS

People First, Financial Clarity Always Out of the Box helps growing businesses build finance functions that move as fast as they do. For more than 30 years and across 50,000+ client engagements, we’ve guided businesses through growth, change, and increasing complexity, seeing firsthand how stronger financial foundations create room for what comes next. Today, that means supporting clients across accounting, advisory, implementation, and financial operations, whether they’re integrating after a transaction, getting more from the Intuit ecosystem, or bringing AI into everyday workflows. We’re serious about results and not overly serious about ourselves. Smart people, practical solutions, and a team …

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

Forecastr is an out-of-the-box finance function for your business. Make better decisions and succeed in fundraising. Forecastr is an out-of-the-box finance function for your business. We provide the tools and support you need to create an investor-grade financial model. Our expert analysts work with you every step of the way to build a model that's customized to fit your business, keep it up to date, and generate insightful reports to share with your investors and other stakeholders. Make better decisions, hit your growth targets, and raise capital when you need it. Key features: - Dedicated analyst assigned to your account …

111 similar entities Type: Startup Activities: fintech Technologies: SaaS Data Analytics

From now on, count on us! Apollo Gestão was born from the need to direct efforts together with businesspeople and entrepreneurs to maximize results through specialized consultancy. With an experienced team in the areas of business and asset management, our main differentiator is full involvement in project development to guarantee the expected results. This can be achieved through productivity gains, optimization of administrative and financial processes, or by enabling indicators and reports that provide security in negotiations, such as mergers, spin-offs or incorporations. We operate in the asset valuation and asset inventory segment, aiming to adapt the management processes of …

62 similar entities Type: Startup Activities: fintech Technologies: Geolocation IoT Wireless

Lido has deep roots in the family office space in which teams of professionals are dedicated to managing the investment and financial life of a single ultra wealthy family. In 1999, we established our family office style approach with a mission to bring a similar holistic vision, multidisciplinary support, and advanced wealth management to high-net-worth and ultra-high-net-worth clients and families. Since our founding as a Registered Investment Advisor, we have steadily evolved our robust in-house investment platform to provide sophisticated customized strategies and pooled investments, advanced options and alternative investments, as well as private equity, private debt, and other specialized …

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

Wallester is an Estonian-licensed financial institution and an official Visa partner since 2018, specialising in innovative digital financial solutions and card issuance. We empower companies across the European Economic Area (EEA) and the UK to streamline payments, launch branded cards, and scale efficiently. What we do: White-Label Solution with Embedded Finance: Our White-Label solution enables businesses to integrate financial services directly into their platforms - a concept known as embedded finance. This allows companies to launch branded payment cards tailored to their specific needs, enhancing customer experiences and opening new revenue streams. We ensure a swift time-to-market with simplified integration …

247 similar entities Type: Startup Activities: fintech Technologies: NFC

The investment governance specialist Connecting the dots in today’s complex financial world requires investment expertise and technology. Enhance has both. Enhance provides portfolio monitoring and manager selection on a platform purpose-built for trustees. Our people, services, and tech combine to deliver a robust, easy-to-implement investment governance solution. No industry jargon or complexity, we help to cut through the noise. Our Connect platform has ecosystem partnerships with leading trust admin and accounting systems and offers an API for custom integrations. Provided as part of our Monitor and Select services at no additional cost, Connect helps trust companies automate investment accounting and …

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

We Work with You to Build and Protect Your Wealth We Work With You to Build and Protect Your Wealth Clifton Wealth Partnership are a financial advice firm, offering clear, personal advice since 1986. We support individuals, families and business owners throughout the UK. Our team help you make confident decisions about pensions, investments, retirement planning, inheritance and tax efficiency. Whether you are just starting out or planning your legacy, we are here to support every stage of your journey. We believe the best financial advice is built on long term relationships. You will always have access to a trusted …

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

At the intersection of wealth and worth is Net Worthwhile. What's yours? At SignatureFD, we believe people want to use their wealth to do something worthwhile – for themselves, those they love, and their community. Through integrated wealth management services, we help clients create a financial design for life that enables them to protect, grow, give and live their wealth – ultimately transforming their net worth into NET WORTHWHILETM. Our highly capable, collaborative, caring and coordinated team of investment, financial planning and tax experts are committed to proactively helping clients take control of their financial lives and achieve their goals. …

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

FinTech Recruitment worldwide - USA | EMEA | APAC Our team has over 20 years’ FinTech Recruitment experience, and is dedicated to partnering with clients all over the world to hire the very best in FinTech Americas | EMEA | APAC Our clients develop, sell and deliver the most innovative technologies, solutions and services to the financial markets. We're passionate about supporting clients to hire the best talent. We have the most comprehensive FinTech network in the industry so we can proactively engage the best industry professionals quickly. OUR CLIENTS ​ FinTech Vendors: Front, Middle and Back office FinTech including …

498 similar entities Type: Startup Activities: fintech hrtech insurtech regtech Technologies: Data Analytics A.I. A.I. - Machine Learning IoT Blockchain/Cryptocurrency

Wealth Simplified. Get your personal WealthTech Radar Copy: fincite.de/wtr2026 fincite is a WealthTech Software Provider and one of Germany's fastest-growing companies (awarded by Gründerszene, Focus, WealthTech100, CIO). In a world where "human financial advice"​ gets more expensive by the day, Fincite empowers financial institutions to provide digital investment services to their clients. All, seamlessly integrated into their current processes, channels, ​and architectures via one software. More than 10 major financial service providers co-create solutions based on our software. Together, we improve how the world saves, retires, and invests. Providing superior benefits to our customer's clients, we help our customers to …

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

External Financial Management | Public Financing | Collaborative Accounting with Holded for SMEs and Companies At VALDUR Next we transform traditional financial management through technology. With more than 15 years of experience, we are the 360° Comprehensive Financial Partner for SMEs, start-ups and traditional companies that seek to take the leap towards digitalization and automation of their processes. Unlike many traditional consultancies, we work 100% digital and paperless. We create agile and collaborative communication channels in the cloud so that you always have real-time visibility and control over your business. How do we help consolidate and grow your company? 📊 …

408 similar entities Type: Startup Activities: consulting fintech Technologies: SaaS

A New Generation of Financial Advisors Gerber Kawasaki is a new generation of financial advisors who focus on empowering people from diverse backgrounds to build their economic portfolios. Founded in 2010 by Ross Gerber and Danilo Kawasaki, GK has established itself as one of the most recognized and fastest-growing independent wealth and investment management firms in the nation. We currently manage approximately $4.1 billion on behalf of more than 10,000 clients (as of 12/31/2025). Our model is built around comprehensive, integrated service. From tailored investment strategies for high-net-worth individuals to foundational financial planning for first-time investors, we meet clients at …

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

Shaping the Future Since 1998 Be AG, former R&L AG, in Landshut has provided customers with consulting services regarding payment, SWIFT and information management. With our intermediary approach we bring business, IT and organization together, covering the entire project course from planning to preliminary study and implementation to system support, training of staff and ongoing support. safeXTM - our software product – offers our customers services for the effective and efficient cash and information management. We specialize in the secure, compliant communication, transformation and processing of financial data both within and between companies. If you need an expert to handle …

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

Helping to build wealth for generations At Rydge, we believe in simplifying the complicated by focusing on your unique 'Y' – the driving force behind your financial aspirations. If we don’t save you time, mental energy, and stress, we aren’t doing our job. We created Rydge Wealth Management out of our passion for helping others achieve their lifelong goals by taking on the responsibility of being your family’s trusted advisor. Whether you're in the Bay Area, California, or anywhere across the United States, we're here to support you. At the core of our business is a firm belief that providing …

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

Streamlined Solutions for Financial Services A leading Irish FinTech company. Our experienced team specialises in the Global Funds industry, delivering tailored solutions to partners, streamlining service delivery and the automation of manual tasks for optimised efficiency. Our approach is simple, we work with clients to solve complex problems by recreating their world in ours. Our product and technical experts work in partnership with clients to meet their objectives and requirements. Our stakeholders are top tier financial institutions including JP Morgan, Archer IMS and Jupiter. For more details or to book a demo visit www.geckogovernance.io Fund Management, Compliance Task Management, Professional …

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

We help make complex retirement plans simple. We wanted to share a quick update: This company page will no longer be actively monitored, but rest assured, our mission and work continue with the same energy and purpose. For future updates, news, and insights, please follow or connect with our team members directly: • Alex Assaley • Jim Keenehan Thank you for staying connected and being part of our community. Who We Are The expert advocates for mid- and large-sized organizations looking for a better way to manage the complex challenges posed by their employer-sponsored retirement plans. We can help make …

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