| Logo | Name | Σ | Employees |
|---|---|---|---|
 |  Cros Investing 100% independent structure, we offer investment solutions dedicated to wealth management advisers, management companies, and private banks. We were, on the one hand, as an independent analysis office in asset allocation (UCITS + titles), behavioral analysis and graphic analysis. We support our customers in the choice of the investment universe, in the definition of the risk profile, as well as the justification of arbitrations. On the other hand, we act as an OPCVM rating agency on more than 600 funds listed in the largest life insurance contracts, relying on a owner Cros Investing model integrating behavioral analysis and "money management". … 84 similar entities Type: SMB Activities: fintech legaltech Technologies: Cybersecurity | 3 | 2 |
 |  Beurs Adviezen For a growing capacity! We help the private investor to achieve the optimal investment return with the help of unique studies and by giving insight into our portfolio. 58 similar entities Type: Startup Activities: fintech | 0 | 1 |
 | Finturi The New Way Of Financing Finturi is a Dutch fintech start-up that connects financiers to companies with a working capital requirement. Through the platform, financiers can invest in the growth of Dutch SMEs. Finturi uses new technologies to make SME financing secure, low-cost, quick, and easy. Financial Services, SME Finance, Blockchain, Artificial Intelligence, Data Science, and FinTech 133 similar entities Type: Startup Activities: fintech Technologies: A.I. Data Analytics Blockchain/Cryptocurrency | 3 | 1 |
 | InvestiGroup 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 -& GT; https://www.investischool.com -Investinws: Every day receive directly in your mailbox the eco info of the day decrypted by our finance experts -& gt; https://www.investinews.com -Investibox: a gift box to take your first steps on the stock market and build your first financial portfolio -& GT; release Contact us and come and have a coffee! contact@investi.group / 01 84 25 24 72 Scholarship, stock market investment, finance, training, … 52 similar entities Type: Startup Activities: fintech Technologies: SaaS | 0 | 1 |
 | AsianInvestor The leading publication dedicated to the APAC's asset management industry AsianInvestor is the region’s best source for exclusive insights into asset owner investment activities and operations management. Via our website, live events, and specialist research platforms we provide the investment management universe with access to the most up-to-date market developments. Asset management, Mutual funds, Alternative investments, Securities services, Pension reform, Risk management, Institutional investment trends and regulations, ESG, Sustainability, Portfolio management, Investment, and Money 115 similar entities Type: SMB Activities: fintech Technologies: SaaS | 6 | N/A |
 |  Conquest Astute and disciplined, we invest in long-term sustainable value. As an alternative asset management firm, we invest in and operate long-life, high-quality assets and businesses on behalf of our clients, which range from large pension funds to single-family offices. We provide global commerce with critical infrastructure and drive tomorrow's economy with sustainable power. Fund Management, Asset Management, and Financial Advisory 148 similar entities Type: SMB Activities: fintech Technologies: Decarbonization | 6 | 59 |
 | Feefty Fintech specializing in tailor-made investment linked to financial markets (structured products) Feefty is a platform specializing in tailor-made investment linked to financial markets (structured products). Dedicated to professional investors, we allow users to create, follow and manage their portfolios in total autonomy. Structured products, fintech, and startup 78 similar entities Type: Startup Activities: fintech Technologies: SaaS | 5 | 26 |
 | Crescat Capital Crescat is a multi-disciplinary asset management firm. We aim to grow and protect wealth. www.crescat.net/disclosures Crescat Capital is a multi-disciplinary asset management firm, with strategies established in 1999 by Kevin Smith, CFA. We currently offer three hedge funds and two separately managed account strategies, with the goal to deliver significant alpha relative to their benchmarks. Through our proprietary value-driven equity and macro models, and activist strategies, we aim for industry-leading returns with low correlation to common benchmarks, ensuring resilience across complete business cycles. Our unique approach distinguishes us from traditional quant and value managers, positioning us for success in today's … 111 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity | 0 | 14 |
 | ReachX The leading digital investment banking platform for scale ups ReachX is an independent Financial platform developing its proprietary technology to accelerate projects and deals in the most cost-efficient way. Our headquarters are in London and we are regulated by the FCA. We work with more than 5,000 highly vetted independent advisors and offer Investment banking services to top institutions in the world including the top 50 PE firms, Private Debt firms, banks and growth companies Finance, Corporate Finance, Equity Research, ESG, Blockchain, FIntech, and AI 236 similar entities Type: Startup Activities: fintech Technologies: Blockchain/Cryptocurrency | 17 | 16 |
 | Finteum Creating an actively traded global financial market for interbank intraday borrowing. Finteum is creating a global financial market for bank treasurers to lend to each other for hours at a time (interbank intraday FX swaps, later planning to cover intraday repo and intraday securities borrowing). 38 similar entities Type: Startup Activities: fintech Technologies: Cybersecurity | 8 | 19 |
 | ByteTree.com 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 105 similar entities Type: Startup Activities: fintech Technologies: Blockchain/Cryptocurrency Data Analytics | 2 | N/A |
 | SyndicateRoom Co-invest with the UK’s best-performing startup investors. We’re a venture capital firm that uses data and diversification to maximise return potential. To do this we created the Access EIS fund: a uniquely data-driven approach to investing in startups that co-invests with the business angels we’ve identified as the best performers in the UK to gain access to the most promising investment opportunities. Don’t invest unless you’re prepared to lose all the money you invest. This is a high-risk investment and you are unlikely to be protected if something goes wrong. Business Angel investment, Startup finance, Corporate Finance, Investment in UK … 50 similar entities Type: Startup Activities: fintech Technologies: Data Analytics | 31 | 21 |
 | Vitt Simpler Money Management Vitt helps you put your idle cash to work with Money Market Funds from Goldman Sachs Asset Management custodied with an FCA-regulated custodian (no counterparty risk to Vitt). As with all investing, your capital is at risk. Fintech, Treasury, and Startups 58 similar entities Type: Startup Activities: fintech Technologies: SaaS | 0 | 5 |
 | Turgot Asset Management Explorers of new investment roads www.turgot-am.fr Turgot Asset Management manages a selective range of products invested in the main equity and bond markets on behalf of private and institutional customers. Our approach to financial management is available in different formats to be permanently as close as possible to the profile of our investor customers and the particular expectations that characterize them: Bond management, action management and thematic management through a range of pure funds; Multigestion with a tailor -made fund fund offer for Family Offices, Platforms or CGPI groups; Private management with management under a live mandate or through French … 51 similar entities Type: Startup Activities: fintech Technologies: SaaS | 10 | 29 |
 | ABC BOURSE The essential to invest in the stock market Abcbourse.com is the first independent financial media in France. Thanks to a practical and complete approach, we offer a diverse range of content and tools for private investors. The site is also distinguished by the richness of its financial information, its technical analyzes, and its portfolio monitoring tools, which are adapted to both beginners and experienced investors. 62 similar entities Type: SMB Activities: fintech | 33 | 6 |
 | Definder Finding a better way for capital raise and investments. We leverage decentralized finance to make investing in real-economy assets faster, easier, and more cost-effective. Our digital investment platform unlocks liquidity for asset owners and opportunities for investors worldwide. Technology, Blockchain, Stellar, Cryptocurrencies, Fintech, Crowdfunding, SLT, Exchange, Payments, DeFi, and Tokenization 320 similar entities Type: Startup Activities: fintech Technologies: Blockchain/Cryptocurrency | 1 | 4 |
 | The OneLife Company Essential Wealth OneLife - Essentials Wealth We provide expertly customised, cross-border wealth management solutions: helping clients around the world manage and transfer wealth flexibly, securely and efficiently. Wealth management strategy, Investment management, Estate planning, Retirement planning, Wealth structuring, Capital redemption bond, Pension plan, Dedicated fund, Unit-linked policy, Luxembourg, Cross-border, Portability, HNWI, and Life insurance 29 similar entities Type: Startup Activities: fintech | 9 | 188 |
 | Cristalys Designed by Asset Managers for Professional Investors Cristalys is a fintech born from the meeting of 4 experts in asset management with complementary skills. By pooling their experiences, they create an innovative technology that helps investment professionals achieve their portfolio, performance, productivity and ESG impact objectives. For the manager, Cristalys is a complete remote customer relationship management tool that uses artificial intelligence to optimize the entire financial investment chain: - Profile and customer strategy - Fund comparison and analysis - Portfolio construction - Free or controlled management - Portfolio follow -up - Automatic generation of reports This Plug-And-Play technology is … 64 similar entities Type: Startup Activities: fintech Technologies: A.I. | 0 | 3 |
 | Mon Livret C Rely on a trusted partner and offer a new asset class to your customers. My booklet C offers crypto-active investment solutions to financial management professionals (CGP, Family Offices, Fintechs, Banks). We are recorded as a service provider on digital assets (PSAN) with the AMF, and our mission is to democratize all the investment opportunities offered by decentralized finance and digital assets by offering simple, accessible, varied and high -performance investment media. Crypto, cryptocurrencies, investment, decentralized finance, defi, web3, and wealth management 260 similar entities Type: Startup Activities: fintech Technologies: Blockchain/Cryptocurrency | 5 | 7 |
 | Financial Tailor 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 … 41 similar entities Type: Startup Activities: silvertech fintech Technologies: Cybersecurity | 4 | 1 |
 | Fintual Experts in building heritage, promoting intelligent financial decisions In Funtual 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 technology company in investments in Mexico and Chile, helping our clients build assets and financial knowledge over time. We honor our experts so much, that create our innovative investment solutions, as well as our clients, professionals from various areas that trust our platform to manage their finances and investments. We have the support of the most recognized investors in the world, including … 418 similar entities Type: Startup Activities: fintech Technologies: SaaS | 0 | 123 |
 | SEA Finance Savings and insurance solutions Established since 1991 in Lorraine, S.E.A. Portfolio management company approved by the supervisory authorities is independent of any financial body. Our managers and financial advisers are free in their choice of placement and guided by the sole concern to value your financial assets according to your personal aversion to the risk defined within the framework of a management mandate. SEA is distinguished by a "traditional" management style Returned today very original in the face of the "ready to invest" of the banking networks. The management team proceeds to its choices according to shared economic convictions and … 23 similar entities Type: SMB Activities: fintech | 1 | 4 |
 | Carmignac Investing in your interest. We are an independent — family and employee owned — European Investment Management boutique, built on rich craftsmanship heritage, unique talents and an entrepreneur-minded culture. We strive to bring the best of active and alternative asset management to investors, helping them fulfil their long-term goals whilst contributing towards building a more sustainable world. We are committed to delivering premium products with consistent long-term performance, providing high-quality customer service for both distributors and investors, and embedding ESG focus into everything we do. asset management, finance, equities, fixed income, mixed assets, emerging markets, and european markets 182 similar entities Type: SMB Activities: fintech Technologies: Data Analytics | 20 | 353 |
 | Galilee Asset Management 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 … 143 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity | 8 | 11 |
 | BFT Investment Managers Let's give back a sense of yield At BFT Investment Managers, we give a sense of performance thanks to the commitment of all our employees to the service of our customers. For more than 30 years, the performance of our investment solutions, associated with rigorous risk management, has been the first of our missions. BFT Investment Managers offers a range of products specialized in the main asset classes, articulating around the performance search. On all of our funds, we integrate socially responsible investment criteria and we benefit from the AFNOR label in this area. A subsidiary of Amundi, we combine … 65 similar entities Type: SMB Activities: fintech | 18 | 154 |
 | DÔM FINANCE A conviction portfolio management company Dôm Finance is an entrepreneurial portfolio management company, specialist in asset management, approved by AMF for UCITS management, management under mandates for individuals and institutional, consulting activities and insurance brokerage. Institutional investors, CT bond management, Action management, management management, management under mandates, mixed management, financial management, Solvency 2 management, and management of the SELL | 0 | 25 |
 | Finance&Gestion The review of financial leaders. Finance & Amp; Management, the Revue Bimédia for Financial Managers. Finance & Amp; Management is published by the DFCG (National Association of Financial Directors and Management Control). Finance, corporate finance, management control, and corporate finance 14 similar entities Type: SMB Activities: fintech | 9 | N/A |
 | Fintessa B.V. Fintessa is an independent and independent asset manager. Fintessa Asset Management is an independent, successful, independent and specialized asset manager. In an active and refreshing way, Fintessa offers an extensive series of securities services to wealthy private investors and institutions. At Fintessa the customer is central. Because every life is different, Fintessa does not offer standard solutions, but is supplied. Every customer determines the frameworks within which the people of Fintessa use their expertise for him. Professional, precise, pleasant and personal asset management 19 similar entities Type: Startup Activities: fintech Technologies: Cybersecurity | 3 | 24 |
 | Axess Développement Advice • Externalized financial management • Training Expertise in public and European funding Advice • Externalized financial management • Training Expertise in public and European funding 55 similar entities Type: SMB Activities: fintech | 13 | 12 |
 | Kuvera.in Safe space to invest 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 62 similar entities Type: Startup Activities: fintech Technologies: SaaS | 5 | 107 |
 | Commandiv 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 103 similar entities Type: Startup Activities: fintech Technologies: Blockchain/Cryptocurrency | 3 | 1 |
 | Darksquare Unlocking Alternative Investments We allow individual investors to access the type of assets typically reserved for hedge funds and ultra high net worth individuals, such as Distressed Credit/Special Situations, Private Islands, Wind Farms, Forests/Timberland etc. Contact: Daniel@darksquarecapital.com 10 similar entities Type: SMB Activities: fintech | 2 | 3 |
 | Fume On-Chain Fund Administration Fume simplifies fund administration by leveraging a web app and on-chain protocol to tokenize fund shares, automate payouts, and support both stablecoin and fiat subscriptions. It enables fund managers to invest in any asset providing without compromising compliance. Smart contracts automate critical tasks like NAV calculations and fee extractions, eliminating intermediaries and reducing operational costs. bitcoin, blockchain, investment funds, fund admin, and digital assets 61 similar entities Type: Startup Activities: fintech Technologies: Blockchain/Cryptocurrency SaaS | 1 | 7 |
 |  Fundment Fundment is powering a next generation platform to support financial advisers. Authorised and Regulated by the FCA. Fundment is where discretionary fund management meets digital investment technology. We automate the operational side of delivering investment products for advisers and wealth managers, allowing them to focus on client retention and business growth. Fundment extends automated investing capabilities by enabling your clients to get the information they need, whenever and wherever they need it, and wealth managers get to focus on what they do best - adding value ISA Stocks & Shares, Goal Planning, Pensions and SIPPs, Savings, Investing, Wealth Management, Discretionary … | 1 | 42 |
 | Finance & Co. Finance & amp; Co. (www.finance-end-co.eu) performs personalized services to SMEs / PMIs in the fields of corporate financial management: = & gt; Shared Time Financial Department = & gt; Restoring of financial balances = & gt; Fund lifting support = & gt; Information project project management Animation of a portal site intended for entrepreneurs, on financing and financial management: www.finance-end-co.eu Financial management, financing, administrative management, project management, and strategic approach | 0 | 96 |
 | Finizens Automated investment manager in Spain, specialist in Indexed Passive Investment. Regulated by the CNMV. Finizens is the automated investment manager Specialist in Indexed Passive Investment. Finizens is regulated by CNMV as a stock agency (AV267). The Finizens investment portfolios are globally diversified through indexed investment funds of the most prestigious independent managers in the world such as avant -garde, Blackrock and Amundi, with significantly lower costs than the market average, managed by algorithms, with periodic reassures of the portfolios, and with a historical profitability of approximately one +3% above the average comparable in the long term (source: Morningstar). ● The … 4 similar entities Type: Startup Activities: fintech | 5 | 26 |
 | Investec Business Advisory Never settle for Ordinary Investec’s Investment Banking group assists entrepreneurs & founders, family businesses, private equity and corporates in selling, buying and financing businesses at best terms. Our 300+ strong investment bankers team invests significant time in the following sectors to shape the best possible outcome for you: Business Services – Consumer – Energy & Infrastructure – Financial Services – Food & Agri – Healthcare – Industrials – TMT. Investec (dual listed on the London, FTSE-250 and Johannesburg Stock Exchanges) is an international banking and wealth management group in Europe, the United States, Southern Africa and Asia-Pacific. Investec is a … 28 similar entities Type: SMB Activities: fintech Technologies: Decarbonization | 30 | 99 |
 | Finscale Your Trusted Partner to Shape the Future of Finance We empower financial leaders through bold insights, tailored coaching & impactful network. Podcast, Learning, Game Changer, consulting, and Fundmanagement 91 similar entities Type: Startup Activities: fintech | 13 | 1 |
 | Fintova Partners The Power of Experience Fintova Partners is a leading consultancy providing strategic advisory, technology, risk management, distribution, and operations services to investment management firms, fintechs, and other financial institutions. The firm’s seasoned professionals leverage their extensive industry experience to help clients navigate the complexities of the financial services landscape, optimize the investment management lifecycle, and achieve their business goals. asset management, wealth management, capital markets, banking, technology, consulting services, fintech, digital, financial services, strategy, and leadership 223 similar entities Type: SMB Activities: constructiontech fintech it services Technologies: Cybersecurity | 2 | 13 |
 | CAPinside.com Es ist Zeit für eine neue und transparente Investmentkultur! CAPinside: the first independent online community from investors for investors. We want to achieve maturity for all investors - through transparency and honest analyses. Our goal is to enable every CAPinsider to build up an equal amount of wealth, at eye level with experts and relevant asset providers. To this end, we compare over 40,000 ETFs, equity, commodity, bond, real estate, equity and crypto funds free of charge for each registered investor. Naturally including a holistic portfolio analysis. „Hard facts make the better decision." - Achim Denkel & Philipp Schröder - … 53 similar entities Type: Startup Activities: fintech proptech Technologies: Blockchain/Cryptocurrency | 4 | 24 |
 | Domos FS 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 | 11 | 46 |
 | FinPoint Investment banking advisory firm specialised in: - Mergers & Acquisitions - Debt advisory, including debt restructuring - Special situations advisory Key industries: - Financial industry - FMCG - Media Associated with Rothschild & Co in Ukraine 64 similar entities Type: SMB Activities: fintech | 1 | 29 |
 | Arkava We are a B2B Fintech lab building products that solve problems for financial professionals with a user-first approach. FinTech, Foreign Exchange, Treasury, Risk Management, Leases, and Interest Rates 189 similar entities Type: SMB Activities: fintech | 1 | 1 |
 | FundRock LRI An Apex Group Company Connecting Asset Managers and Investors Globally LRI, a leading independent investment services company based in Luxembourg, is part of the Apex Group. We provide asset managers and investors with three decades of experience in structuring and management of traditional and alternative investment strategies. We act as Super Management Company (Super ManCo), authorised as an Alternative Investment Fund Manager (AIFM) and as a UCITS Management Company in Luxembourg. Our longstanding experience in structuring and implementing tailor-made solutions make us the ideal partner for asset managers, private equity firms and institutional investors like banks, family offices, insurance companies, … 46 similar entities Type: SMB Activities: fintech Technologies: SaaS | 3 | 78 |
 | qplum qplum is an online investment advisory firm, offering A.I. and machine learning based portfolios. We believe that investing is a science, not a game. We offer dynamic investment plans along with risk management and a dedicated team that is with you through the important events of your life. We handle retirement planning, IRA accounts, 401k rollover, personal investing accounts, joint investment accounts, and more. Online Wealth Management, Investment Risk Management, Algorithmic Execution, Affordable Alpha Portfolio, RIAs, Family Offices, Endowment Funds, Pension Funds, Smart Portfolios, Tax Loss Harvesting, Automated Trading, and Smart HFT Execution 69 similar entities Type: Startup Activities: fintech Technologies: A.I. A.I. - Machine Learning | 0 | 1 |
 | QED Investors Fintech operators turned fintech investors. QED Investors is a leading venture capital firm based in Alexandria, Virginia. We are focused on investing in disruptive financial services companies in the U.S., the U.K. and Europe, Latin America, India and Southeast Asia and Africa. QED Investors is dedicated to building great businesses and uses a unique, hands-on approach that leverages its partners’ decades of entrepreneurial and operational experience, helping companies achieve breakthrough growth. Notable investments include AvidXchange, Betterfly, Bitso, Caribou, ClearScore, Creditas, Credit Karma, Current, Flywire, Kavak, Klarna, Konfio, Loft, Mission Lane, Nubank, QuintoAndar, Remitly, SoFi, Wagestream and Wayflyer. Finance, Technology, Fintech, … 15 similar entities Type: Startup Activities: fintech | 34 | 68 |
 | Netwealth Wealth management as it should be. Netwealth is a modern wealth manager who helps individuals and their families to plan and manage their personal wealth. The company combines industry experts, advanced wealth planning technology and access to qualified advisers to give you a comprehensive investment offering, at a fraction of the industry cost. When investing your capital is at risk. Investment Management, Wealth management, and Financial planning 30 similar entities Type: SMB Activities: fintech | 8 | 64 |
 | Vise Vise is a platform that enables wealth firms to build, manage, and explain personalized portfolios at scale Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios at scale. Vise’s mission is to enable financial advisors to deliver better investment outcomes to their clients while scaling to their maximum potential. The company is leading the industry-wide shift toward Wealth 3.0—the next step beyond mutual funds, ETFs, and index funds into personalized, automated portfolios. Backed by investors like Sequoia, and Founders Fund, Vise has raised nearly $130 million since its founding in 2016. The company … 18 similar entities Type: Startup Activities: fintech Technologies: A.I. SaaS | 2 | 152 |
 | CLEARSHARES Multi-Asset Class Issuer of Exchange Traded Funds An innovative product-based approach that integrates the best bespoke solutions with customizable multi-client investment products seeking consistency, long-term return and risk mitigation. OCIO ETF, PIFI ETF, OPER ETF, Financial Engineering, and Product Development | 1 | 8 |
 | Killik & Co Save, Plan and Invest for your family. Killik & Co is an independently owned, award-winning wealth manager, advising clients on how to save, plan and invest for their families for over 35 years. We pride ourselves on being innovative in our approach, prioritising excellent service and expertise above all else, and inspiring the next generation of investors to build the financial foundations for the future they deserve. ISAs, SIPPs, Advisory Stockbroking, Managed and Discretionary Stockbroking, Financial Planning, Tax and Trustee Services, Fixed Income Investing, Offshore Services, Wealth Planning, and Investment Management 28 similar entities Type: SMB Activities: fintech | 14 | 320 |
 | Alpha Research Asset allocatie consensus, fondsselectie analyses, expected returns en consultancy voor de professionele belegger Alpha Research is an independent research agency, specialized in Asset Allocation and fund selection. We bring monthly reports intended for professional investors and fund selectors. With our experience and knowledge about the international markets, we can give our clients the best advice. Asset Allocatie, Asset Allocation, Fondsselectie, and Expected Returns 45 similar entities Type: SMB Activities: fintech | 7 | 4 |
 | Clear Minds Investment AG Invest. Online. Nothing else. We advise. You decide. That’s Clear Minds. With our high-quality online investment advisory service, we offer you the ideal solutions for making your personal investment decisions. You will receive an individual portfolio proposal as well as access to professorial research, recommended actions, risk management and our newsletter. Our founding team combines great international investment expertise with many years of experience with Swiss clients and their key investment needs. 94 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity | 1 | 2 |
 | CAPTRUST We are building financial foundations. How can we help you? CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country. We specialize in providing consultative advisory services to retirement plan sponsors, endowments, foundations, institutional investors, executives, and high net-worth individuals. Retirement Plan Advisory Services, Investment Advisory, Nonqualified Advisory Services, Discretionary Investment Management, Financial & Estate Planning, Provider Search & Selection / Fee Benchmarking, Participant Education & Advice, and Fiduciary Process Management 8 similar entities Type: SMB Activities: fintech | 2 | 1,601 |
 | COVAF COVAF: Your business partner COVAF, an outsourcing service, Valuation, Administration, Accounting and Risk Analysis for Investment Portfolios. Our goal is to provide operators of mutual funds and authorities with information about the valuation of FUNDS and SIEFORES in a transparent, expeditious and dynamic way. COVAF, an outsourcing service, Net Asset Value (NAV), Management, Accounting and Risk Analysis for Investment Portfolios. Our goal is to provide operators, mutual funds and authorities with information about NAV of “SIEFORES” and FUNDS in a transparently, expeditious and dynamic way. Financial Services, Investment Portfolio Valuation Service, Outsourcing Service, Investment Portfolio Accounting Service, and Investment Portfolio … | 0 | 87 |
 | TwentyFour Asset Management LLP Fixed income specialists. We are specialists in fixed income, headquartered in the City of London and now a boutique of the Swiss based Vontobel Group. Since our inception in 2008, we have built an enviable reputation for performance, expertise and innovation in our chosen sector. All of our people, resources and experience are dedicated to this one asset class, without any distractions. For professional investors only. Fixed Income, Asset Management, Absolute Return, Asset Backed Securities, Investment Management, and Total Return 140 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity | 9 | 79 |