WealthTech companies

Vanilla Technologies provides an AI-powered estate advisory platform that helps financial advisors deliver estate planning advice at scale through scenario mode…

Wealth.com provides an AI-powered estate and tax planning platform for wealth management firms to broaden access to planning services.

Quin Technologies GmbH operates getquin, a digital wealth management platform offering portfolio tracking, AI-powered risk ratings, and financial analytics for…

Nevis is an AI platform that automates administrative workflows for financial advisors, managing over $50 billion in assets under management across offices in N…

Cetera is an independent wealth hub providing financial technology, research, and support services to a national network of financial advisors.

Airwallex is a global financial platform providing integrated payments, multi-currency accounts, and embedded finance solutions for businesses operating interna…