An enterprise, cloud native core wealth management SaaS WealthOS is an API first, enterprise, core wealth management platform built to accelerate digital adoption and innovation within the wealth management industry. By leveraging the latest advances in cloud-native technologies, WealthOS will offer the wealth management industry the upgraded technology infrastructure that's powering digital innovation in the financial services industry. We plan to offer an extensive feature set coupled with pre-built integration to a market place of specialist service providers, allowing wealth managers to do more things on a single platform. Our modular architecture allows you to use WealthOS fully to launch …

Type: Startup Activities: it services Technologies: SaaS

Investieren mit Prospery - der digitalen Vermögensverwaltung der ABN AMRO Prospery is reinventing wealth management with a modern and personal approach. Our digital platform allows users to get a grip on their total wealth and supports them in building a sustainable wealth strategy to reach their goals. By charging a fixed instead of a variable fee for our services, we challenge traditional wealth management. We combine the strength and experience of a bank with the fresh, innovative mindset of an independent new company. Prospery is a German subsidiary of the ABN AMRO Bank N.V. founded in 2016 and is based …

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

Altoros is a 400+ person strong IT consulting and development group that helps Global 2000 organizations to achieve sustainable business growth by increasing operational efficiency and delivering innovative products to the market 1.5x faster. Relying on the power of emerging technology combined with vast experience in cloud-native development, we build solutions with the enterprise scale and longevity in mind. With over two decades of hands-on expertise in domains such as finance, retail, e-commerce, logistics, transportation, healthcare, and wellness, we connect deeply with the customers. To ensure our customers have easy access to the latest innovations and perks, we partner with …

218 similar entities Type: SMB Activities: consulting it services Technologies: A.I. A.I. - Machine Learning Blockchain/Cryptocurrency

Privé Technologies is a leading B2B Software as a Service (SaaS) provider, helping financial institutions digitize their wealth management offerings using our modular platform. The breadth of our suite of products – which spans from client acquisition and content marketing, to digital onboarding and CRM, to portfolio construction, portfolio management (PMS), portfolio monitoring and reporting, to account aggregation, and more – is unparalleled in the financial technology industry. Our lego block approach allows clients to choose and assemble unique journeys from our wide range of modules and digital solutions to suit their individual needs, empowering them with the tools necessary …

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

Wealth Simplified. Get your personal WealthTech Radar Copy: https://www.fincite.de/en/wealthtech-radar-2024 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 …

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

Transform banking experiences with AI We enable financial institutions to drive engagement and growth with highly personalized and well-executed digital platform solutions. Our mission is to enhance digital engagement through Artificial Intelligence, delivering seamless experiences in mortgage renewals, auto finance, wealth management, and digital banking. We turn data into tailored insights that can resonate with all customer demographics. In short, we give our clients the power to prosper. Financial Services, AI, and Digital Banking

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