Best-in-class wealth technology and data platform for family offices and high net worth individuals We help family offices make smart and timely business decisions through efficient use of data and innovative technology financial services, family offices, wealth management, digital platform, data management, machine learning, AI, virtual data room, and executive services

207 similar entities Type: Startup Activities: fintech it services Technologies: A.I. Data Analytics

Enabling companies to build better and fairer financial services for everyone. Yapily is Europe’s leading open banking infrastructure platform solving a fundamental problem in financial services today: access. We securely connect our customers to thousands of banks across Europe, allowing them to access financial data and initiate payments. Yapily’s customers range from disruptive fintechs to industry leaders operating in a number of verticals. To date, we've raised $69.4 million in funding, and employ over 200 people worldwide as we continue to scale across Europe. Open Banking Connectivity, API, Open Finance, Open Banking API, and Open APIs

42 similar entities Type: Startup Activities: it services Technologies: Data Analytics

RegTech | RiskTech | SupTech | NexGen Data Platform | Digital Solutions Fintellix is a leading provider of data management platform, regulatory technology, supervisory technology, compliance management, risk management, digital and analytical solutions to the banking and financial services industry. Our industry expertise together with our data management and analytical proficiency, enables us to solve complex data management, risk, regulatory and business issues in banks and financial services organizations. We help maximize the value of data by transforming it into insightful information and analysis that assist our clients in understanding their business performance, managing and mitigating risks, and meeting compliance …

124 similar entities Type: SMB Activities: it services Technologies: Data Analytics A.I. A.I. - Machine Learning

New solutions are needed for managing personal data and personal wealth - We explore & build them. We believe that the successful company of the future will have access to customer data, the ability to analyse it and use it for intuitive applications. We at SWISS FIN LAB can help you with exactly that. We are really good at investments, managing and analysing data and making beautiful and intuitive applications. Investment advice, Goal-based asset allocation, Asset Allocation, Financial planning tools, API, RegTech, data protection, EU GDPR, and data analytics & machine learning

128 similar entities Type: Startup Activities: it services regtech privacytech Technologies: Data Analytics A.I. A.I. - Machine Learning

Digital and reporting solutions for investment managers. Kurtosys helps investment managers deliver data & insights to their clients. Whether it be client reporting, client portals or multiple websites across regions, we're all about delivering data, documents and insights accurately, consistently and at scale. We're a secure cloud-based platform backed by a global team of experts. Our solutions are designed to make marketing and client reporting teams' lives easier. Investment Management Websites, Fund Data Tools, Document Distribution Portals, Fund Factsheet Automation, WordPress for Finance, enterprise content management, Digital Experience Management, Digital Experience Platform, cloud software for asset managers, Investment report automation, …

45 similar entities Type: SMB Activities: fintech Technologies: SaaS Data Analytics

Invest Better Canopy (https://canopy.cloud) is a Singapore-based WealthTech firm that offers account aggregation, portfolio analytics, and client reporting solutions to financial institutions, wealth management professionals, and high net-worth individuals. Account aggregation, Portfolio analytics, Investment reporting, Data source agnostic, PDF data extraction and normalization, Family offices, Private banks, External asset managers, Multi-Bank, Asset consolidation, Investment data, Custodian data, Portfolio data, BPO, BackOffice, Analytics, Wealth Managers, Trusts, Fiduciaries, WealthTech, FinTech, API, Datafeed, Bank Statement, Multi-Asset Class, Multi-Custodian, Performance Monitoring, Risk Metrics, Wealth Technology Platform, PDF Converter, RIA, IFA, HNWI, UHNWI, Investment Software, Portfolio Management Software, Financial planning, Financial Intermediary, EAM, FIM, and …

Type: Startup Activities: it services Technologies: Data Analytics

Actionable Insights for Fixed Income Gain deeper, richer insights into the Fixed Income market with Propellant Digital. Leveraging the most extensive transparency dataset in Fixed Income, our analytics technology brings clarity and insight to transparency and trading data, delivered on a single platform. Contact us to explore how Propellant drives performance and efficiency in trading, sales, research, risk management, market intelligence and compliance. Fixed Income, SaaS, Capital Markets, Data, Analytics, and Cloud

87 similar entities Type: Startup Activities: it services Technologies: Data Analytics

Unlock Alternative Data | Exabel enables investment teams to derive alpha-generating insights from alternative data. Exabel is an end-to-end platform for the organization, analysis, visualization and transformation of alternative data. The Exabel platform is built to enable fundamental investment teams to work with alternative data more effectively by providing the analytical tools for combining foundational, their own and our alternative data partners’ data assets. The explosion in available data is creating a wide gap between the few top-tier finance institutions capable of developing in-house big data technologies, and everybody else. A basic premise for market efficiency and fairness is that …

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

Czech number one in the world of online investment Since 1994, we have been opening our clients new opportunities in the world of online investment and helping them increase their revenues. To achieve them, we provide a clear trading platform, first -class analytical and intelligence service, individual approach of the brokerage team and helpful customer support. Investment Banking / Corporate Finance, Institutional BROKERAGE, RETAIL BROKERAGE, and EQUITY REESEARK

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

Smarter data to build better experiences Finicity, a Mastercard company, helps individuals, families, and organizations make smarter financial decisions through safe and secure access to fast, high-quality data. Our trusted and proven open banking platform empowers consumers and small and midsize enterprises with control over their financial data, transforming the way we experience money for everything from budgeting and payments to investing and lending. Through market-leading data connections, Finicity partners with influential financial institutions and disruptive fintech providers alike to give everyone a leg up in a complicated financial world, helping to improve financial literacy, expand financial inclusion, and ultimately …

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

The power to drive your Alternative Investments. Domos FS provides SaaS solutions dedicated to Alternative Investment Funds: Private Equity, Real-Estate, Debt & Infrastructure. Connecting technology with the Alternative Investment Funds industry, we turn data management into strategic analytical tools. Our solutions cover portfolio & risk management, compliance, legal reporting, investor management, ESG and accounting. alternative investment funds, transaction, data strategy, portfolio, investment, risk, compliance, legal reporting, limited partners, Risk Management, AIF, AIFM, CRS, FATCA, SAAS, fundtech, regtech, waterfall, dashboards, fintech, alternative investments, investor portal, and ESG

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

BrightScope, an ISS Market Intelligence business, is the leading provider of retirement plan, sales and distribution data, enabling retirement market-focused asset managers to identify, target and retain clients. Through its innovative platform, Beacon, firms can easily build and strengthen powerful pipelines with up-to-date information for any plan, advisor, provider, fund or asset manager across any channel. Financial Information and Analytics, Big Data, SAAS Software, Sales Reporting, Indexes, Financial Research, Data Stewardship, Data Integration, Data Exchange and Clearinghouse, and Proprietary Ratings

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