WealthTech companies

Vestmark provides a wealth technology platform for portfolio management, tax-aware investing, and advisor enablement, powering over $2 trillion in assets.

Apex Fintech Solutions provides cloud-native infrastructure and API platforms powering over 20 million investment accounts for wealth managers and broker-dealer…

PureFacts provides revenue operations software for financial services, offering fee-billing, compensation, and analytics solutions to wealth managers and banks…

Arta Finance builds a digital family office platform that uses AI and deep tech to democratize sophisticated wealth management strategies for a broader investor…