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Thinkfolio – Decision Infrastructure for Investors
Real-time portfolio intelligence for institutional investors. Master complexity, automate compliance, and build advantage across every asset class.
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86 % |
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Pivolt — Reimagining Investment Management for the Modern Era
Pivolt is the AI-native platform for wealth and investment management. Automate workflows across the entire client lifecycle — onboarding, portfolio manageme...
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86 % |
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Request a Demo - AI enabled Wealth Intelligence
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85 % |
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Vise | AI-Powered Wealth Management Platform for Advisors
Build smarter portfolios, harvest more losses, and run your practice from one platform. SEC-registered, SOC 2 compliant. 135K+ accounts, $140B+ platform assets.
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85 % |
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Gyre Research — Portfolio Analytics for Investment Managers
Portfolio analytics for investment managers: 200+ interactive reports across performance, risk, compliance, and accounting — every number clickable to source.
|
85 % |
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Merklebase — Your Portfolio's Personal Intelligence Layer
Merklebase fuses real-time market data, on-chain signals, macro events, and social sentiment — then tells you exactly what it means for what you own.
|
85 % |
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Fullbor.ai — AI-Powered Portfolio Management for Institutional Investors
Fullbor is an AI-enabled portfolio management platform that unifies performance, research, accounting, and exposure across public, private, and alternative a...
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85 % |
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Sparrow Invest — AI-Powered Wealth Management for Financial Advisors
The intelligent platform that helps financial advisors manage client portfolios, execute transactions, and deliver AI-driven recommendations. Built for the I...
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85 % |
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WealthCoreOS — The Modern Wealth Management Platform for Independent Advisors
WealthCoreOS is an all-in-one wealth management platform built for RIAs, family offices, and wealth management firms. Portfolio management, CRM, billing, com...
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85 % |
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Slate — AI Workflows for Wealth Teams
Slate helps asset managers, advisors, and family offices automate onboarding, consolidate portfolios, and generate advisor-ready intelligence.
|
85 % |
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Advisd — The Modern RIA Platform
Advisd replaces your fragmented RIA tech stack with one unified platform. Portfolio management, billing, trading, compliance, AI intelligence — all in one pl...
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85 % |
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Current — Global Investment Intelligence
Current gives investment firms, family offices, and sophisticated investors a live geographic command center for every asset they own — anywhere in the world.
|
85 % |
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Fixed Income Platform | Investment Management Software | IMTC
IMTC is the AI-powered fixed income portfolio management software that lets firms automate workflows and customize bond portfolios at scale. See a demo.
|
84 % |
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Proptimal | AI-Powered CRE Underwriting
Proptimal gives growing real estate companies the financial models, investor materials and back-office support once reserved for institutional teams.
|
84 % |
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Valuefy — AI-Powered Wealth Management Platform for Banks & Wealth Firms
$300B+ AUM on one platform. The AI-powered wealth management platform trusted by 50+ banks, NBFCs and advisory firms — front office to back office, integrated.
|
84 % |
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FYNXT | The operating platform for capital markets
One configurable platform for multi-asset brokers, banks, wealth and fund managers, exchanges, bond desks, prop firms and digital asset firms: financial CRM,...
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84 % |
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Woltix — Unified wealth management platform
Woltix consolidates multi-custody portfolios into a real-time book of records, with performance, risk, rebalancing and client and regulatory reporting on top...
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84 % |
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FindeskCo | Investment Portal Software for Advisers and Clients
FindeskCo builds investment portal software that bridges the gap between discount brokers and financial planners. Portfolio visibility, options analytics, an...
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84 % |
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SampleEAM — AI-Enabled Platform for Asset Management
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84 % |
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Illuminatio | AI-enabled capability engineering
|
84 % |
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