Blueopes is a low-cost, automatized wealth management software provider, focused on Socially Responsible Investments. Blueopes (www.blueopes.com) is an automatized, white-label wealth management service for asset managers, using artificial intelligence to help them custom-tailor investment portfolios to their end-clients’ personal values, goals and risk profile on an individual stock level, while taking into account environmental, social and governance criteria (“ESG”) to deliver competitive financial returns (sustainable or socially responsible investing “SRI”). Asset managers can optimize their end-clients’ investment gains according to their individual investment goals and personal value preferences. We also enable asset management service providers to observe their end-clients’ actual …

18 similar entities Type: Startup Activities: fintech Technologies: A.I. A.I. - Machine Learning SaaS

The Digital Marketplace for Wealth Management We are uncovering and categorising the global ecosystem of solutions and solution providers to the wealth management sector. Why? Because the sector is changing and moving forward there will be a far deeper engagement between the broad business needs of wealth managers and the marketplace of solutions and solution providers that will support those needs. #wealthischanging The Wealth Mosaic is being built as a unique, focused and engaging digital marketplace targeted at the business needs of the wealth management sector across the world. Our marketplace is a research-led and curated directory of ALL relevant …

Type: SMB Activities: fintech

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 …

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

The Future of Advice is Human. Strengthen relationships and revenue with Responsive. For wealth, banking and insurance. Responsive is a hybrid wealth advisor solution for banks and private managers. Our difference is behavioral insights that enable advisors to identify and act on client opportunities and risks. Our promise is to grow client wealth and loyalty by capturing “moments that matter”. Wealth Management, Investment Manager, Robo-Advisor, Artificial Intelligence, B2B, wealthtech, business intelligence, and automation

70 similar entities Type: Startup Activities: fintech Technologies: A.I. A.I. - Natural Language Processing

We Work with You to Build and Protect Your Wealth Clifton Wealth Partnership is a trusted wealth management business, giving clients access to products and services and utilising market-leading technology to drive high quality outcomes in a cost-effective manner. Comprehensive financial advice supported by cash flow modelling, enables clients to visualise their financial future, illustrate different scenarios and instantly understand the impact of key decisions on life events along the way.

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

A full-service wealth management house redefining the UK financial planning market. Fairstone is a full-service wealth management house delivering integration-led growth to emerge as a new leader in the UK regulatory landscape. We combine market knowledge, specialist expertise and the very latest technology to produce the highest quality outcomes for our clients in a cost-effective manner. Our rate of growth is consistently beyond 20% for each financial year and our annualised income exceeds £65 million. Incorporating one of the UK’s largest Chartered Financial Planning firms, we operate across 42 locations nationwide and are recognised as one of the fastest growing …

21 similar entities Type: SMB Activities: fintech

Powering independent financial advisors with solutions to help deliver better investor outcomes and grow their practices AssetMark is a leading wealth management platform that provides flexible and purpose-built solutions to independent financial advisors and their clients. With our affiliates Voyant and Adhesion Wealth, we empower advisors of all models at every stage of their journey to drive client engagement and increase efficiency. Our ecosystem of solutions equips advisors with services and capabilities that would otherwise require significant investments of time and money, ultimately enabling them to deliver better investor outcomes and enhance their productivity, profitability, and client satisfaction. Founded in …

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

The first choice in practice management software for North American wealth managers. Our solutions use analytics and industry benchmarking to help advisors and their firms better serve their clients and grow their businesses. PriceMetrix directly measures aggregated data representing 12 million retail investors, one billion transactions, and $6 trillion in investment assets. PriceMetrix combines its patented process for collecting and classifying data, with proprietary measures of revenue, assets, and households to create the largest and most insightful retail wealth management dataset available today. Founded in 2000 and headquartered in Toronto, Ontario, we service a notable range of retail wealth management …

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