WealthTechs List

Nada

Nada is a WealthTech platform unlocking access to the $27T home equity market. Nada is unlocking the $27 trillion home equity market for retail investors and homeowners. Its platform makes it possible for retail investors to own a piece of a top city’s home equity market for as little as $100 ("Cityfunds") and for homeowners to cash out home equity without the burden of taking on debt ("Homeshares"). Their Visa® debit card product brings this two-sided market together--as the first home equity-backed debit card--designed to build wealth through cash mgmt for retail investors and enable homeowners to spend home equity anywhere. Nada is backed by LiveOak Venture Partners, Revolution, Capital Factory Ventures, 7BC Venture Capital, and Sweater Ventures.

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2018
Portfolio Management & Reporting
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Global
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11-50
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Portugal
Denmark
Yemen
Cabo Verde
Haiti
Albania
Algeria
Andorra
Angola
Antigua and Barbuda
Argentina
Armenia
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Holy See
Honduras
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Mali
Malta
Mauritania
Mauritius
Pakistan
Palau
Papua New Guinea
Paraguay
Philippines
Poland
Qatar
Romania
Russia
Rwanda
Saint Kitts and Nevis
Saint Lucia
Saint Vincent and the Grenadines
Samoa
Sweden
Switzerland
Tajikistan
Tanzania
Thailand
Timor-Leste (East Timor)
Togo
Norway
Afghanistan
Cyprus
Czech Republic
Democratic Republic of the Congo
Mongolia
Djibouti
Dominica
Vietnam
Zambia
Zimbabwe
Brunei
Jordan
Kiribati
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Malawi
Malaysia
Maldives
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
South Korea
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Tonga
Trinidad and Tobago
Tuvalu
Uganda
Ukraine
United Arab Emirates
Uzbekistan
Vanuatu
Venezuela
Marshall Islands
Palestine
North Macedonia
Oman
Chad
Cuba
Montenegro
Dominican Republic
Ecuador
Morocco
El Salvador
Mozambique
Equatorial Guinea
Eritrea
Myanmar (Burma)
Estonia
Eswatini
Namibia
Ethiopia
Fiji
Nauru
Finland
France
Nepal
Cameroon
Canada
Central African Republic
Bosnia and Herzegovina
Côte d'Ivoire
Colombia
Comoros
Congo (Congo-Brazzaville)
Costa Rica
Turkey
Benin
Bhutan
Bolivia
Botswana
Brazil
Uruguay
Monaco
Kazakhstan
Kenya
United States
Tunisia
China
Chile
Germany
United Kingdom
Mexico
Peru
Panama
Syria
Australia
Austria
Madagascar
Gabon
Gambia
Netherlands
New Zealand
Micronesia
Nicaragua
Moldova
Niger
Nigeria
North Korea
Bulgaria
Cambodia
Burkina Faso
Burundi
Turkmenistan
Belize
Croatia
Georgia
Greece
Grenada
Guatemala
Guinea
Guinea-Bissau
Guyana
Ghana
Japan
Egypt
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Investing Tools
Portfolio Management & Reporting
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2023-10-23 16:44:59 UTC
2023-10-23 16:44:52 UTC
SOPIAD

SAFIR is a client-centric diagnostic solution that leverages on science to evaluate investment products or portfolios in accordance with each investor’s profile and preferences. SAFIR assesses investment products based on financial performance, risk sensitivity and sustainability preferences. A SAFIR’s ESG standalone version is also available to enable financial institutions to meet summer 2022 milestone of EU’s action plan on sustainable finance. The offering as a Service (SaaS) option and an API-based option which enables custom integration within clients' own suite of products. A library of data-visualization widgets is also available, enabling plug-and-play integration. Big data and data science are the founding blocks of the solution, defining the very model at the heart of SAFIR’s application. The solution is designed to be cloud-agnostic for better reversibility and being able to meet clients' needs on hosting requirements. SAFIR supports all wealth management segments and all forms of investing experiences strategies.

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2021
Portfolio Management & Reporting
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1-10
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Belgium
Luxembourg
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Data & Analytics
Client Prospecting & Engagement
Investing Tools
Portfolio Management & Reporting
Financial Services Software
Compliance & Regulation
Robo Advisors
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2023-10-23 16:47:02 UTC
2023-10-23 16:47:01 UTC
PureFacts

PureFacts’ solutions are broken down to support front, mid, and back office needs. Delivered using a highly configurable software- as-a-service (SaaS) model, PureFacts’ solutions are centered around better management of the entire revenue lifecycle. That means attracting new clients and understanding their goals, managing fees, billings and commissions, issuance of client statements, and insightful reporting. Their powerful SaaS platform supports large enterprises and multiple lines of businesses in a single instance, with advanced lignt of sight, permissions and workflow capabilities. PureFacts’ solutions are modular and highly configurable -- architected for a wide range of fee and commission structures, and billing models for mass market, mass affluent, and high net work business models.

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2010
Digital Retirement Solutions
Financial Services Software
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Europe
North America
APAC
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101-250
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Portugal
Denmark
Albania
Andorra
Bangladesh
Belarus
Belgium
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Malta
Pakistan
Philippines
Poland
Qatar
Romania
Russia
Sweden
Switzerland
Tajikistan
Thailand
Timor-Leste (East Timor)
Kosovo
Norway
Afghanistan
Cyprus
Czech Republic
Mongolia
Vietnam
Brunei
Jordan
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Liechtenstein
Lithuania
Luxembourg
Malaysia
Maldives
San Marino
Saudi Arabia
Serbia
Singapore
Slovakia
Slovenia
South Korea
Spain
Sri Lanka
Ukraine
United Arab Emirates
Uzbekistan
Palestine
Oman
Montenegro
Myanmar (Burma)
Estonia
Finland
France
Nepal
Canada
Bosnia and Herzegovina
Turkey
Bhutan
Monaco
Kazakhstan
United States
China
Germany
United Kingdom
Syria
Australia
Austria
Macedonia
Netherlands
Moldova
North Korea
Bulgaria
Cambodia
Turkmenistan
Croatia
Greece
Japan
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Digital Retirement Solutions
Financial Services Software
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2023-10-23 16:46:04 UTC
2023-10-23 16:46:00 UTC
Croesus

Croesus solutions help wealth management professionals to be more productive, more accurate, and more objective so they can develop better relationships with their clients with the help of accurate data and easy-to-use technology.

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1987
Portfolio Management & Reporting
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Europe
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251-500
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Portugal
Denmark
Albania
Andorra
Belarus
Belgium
Hungary
Iceland
Ireland
Italy
Malta
Poland
Romania
Russia
Sweden
Switzerland
Kosovo
Norway
Cyprus
Czech Republic
Latvia
Liechtenstein
Lithuania
Luxembourg
San Marino
Serbia
Slovakia
Slovenia
Spain
Ukraine
North Macedonia
Montenegro
Estonia
Finland
France
Canada
Bosnia and Herzegovina
Monaco
Germany
Austria
Netherlands
Moldova
Bulgaria
Croatia
Greece
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Portfolio Management & Reporting
Compliance & Regulation
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2023-10-23 16:47:00 UTC
2023-10-23 16:46:58 UTC
WealthBlock Inc.

WealthBlock builds white label capital raising and investor management platforms for private asset managers to streamline investor onboarding, document e-sign, reporting and investment presentation.

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2018
Alternative Investment Solutions
Whitelabel Subscription Platform
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1-10
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United States
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Alternative Investment Solutions
Whitelabel Subscription Platform
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2023-10-23 20:02:47 UTC
2023-10-23 16:45:20 UTC
Nucoro

Nucoro enables financial institutions to build digital savings, investment and wealth management propositions at speed and scale. The API-first, cloud-native infrastructure lets firms realise their digital vision, creating personalised and automated propositions that grow with their customers, and improve profitability. From automated investing and stock-trading through to hybrid advisory and digital wealth management, Nucoro is the core of any future digital investment proposition, making it easy to thrive in the digital age.

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2019
Financial Services Software
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11-50
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Switzerland
Spain
United Kingdom
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Financial Services Software
Robo Advisors
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2023-10-23 16:45:31 UTC
2023-10-23 16:45:30 UTC
DataChain Capital "Chain Capital"

DataChain Capital is a rising emerging technology hedge fund. Our team has financial experience at leading global financial institutions and is helping turn the firm into a leader in the fast-growing blockchain technology market. We bring portfolio management to an emerging digital asset class through a variety of investments in blockchain enabled companies. We believe that this technology offers tremendous potential to investors, and are eager to help individuals and institutions capitalize upon this market.

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2017
Alternative Investment Solutions
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Global
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11-50
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Portugal
Denmark
Yemen
Cabo Verde
Haiti
Albania
Algeria
Andorra
Angola
Antigua and Barbuda
Argentina
Armenia
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Holy See
Honduras
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Mali
Malta
Mauritania
Mauritius
Pakistan
Palau
Papua New Guinea
Paraguay
Philippines
Poland
Qatar
Romania
Russia
Rwanda
Saint Kitts and Nevis
Saint Lucia
Saint Vincent and the Grenadines
Samoa
Sweden
Switzerland
Tajikistan
Tanzania
Thailand
Timor-Leste (East Timor)
Togo
Norway
Afghanistan
Cyprus
Czech Republic
Democratic Republic of the Congo
Mongolia
Djibouti
Dominica
Vietnam
Zambia
Zimbabwe
Brunei
Jordan
Kiribati
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Malawi
Malaysia
Maldives
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
South Korea
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Tonga
Trinidad and Tobago
Tuvalu
Uganda
Ukraine
United Arab Emirates
Uzbekistan
Vanuatu
Venezuela
Marshall Islands
Palestine
North Macedonia
Oman
Chad
Cuba
Montenegro
Dominican Republic
Ecuador
Morocco
El Salvador
Mozambique
Equatorial Guinea
Eritrea
Myanmar (Burma)
Estonia
Eswatini
Namibia
Ethiopia
Fiji
Nauru
Finland
France
Nepal
Cameroon
Canada
Central African Republic
Bosnia and Herzegovina
Côte d'Ivoire
Colombia
Comoros
Congo (Congo-Brazzaville)
Costa Rica
Turkey
Benin
Bhutan
Bolivia
Botswana
Brazil
Uruguay
Monaco
Kazakhstan
Kenya
United States
Tunisia
China
Chile
Germany
United Kingdom
Mexico
Peru
Panama
Syria
Australia
Austria
Madagascar
Gabon
Gambia
Netherlands
New Zealand
Micronesia
Nicaragua
Moldova
Niger
Nigeria
North Korea
Bulgaria
Cambodia
Burkina Faso
Burundi
Turkmenistan
Belize
Croatia
Georgia
Greece
Grenada
Guatemala
Guinea
Guinea-Bissau
Guyana
Ghana
Japan
Egypt
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Alternative Investment Solutions
Portfolio Management & Reporting
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2023-10-23 16:46:35 UTC
2023-10-23 16:46:27 UTC
Amundi Technology

Since its creation and thanks to a successful development track record based on successive acquisitions and integrations, Amundi implemented a unique technology strategy to develop investment and distribution platforms internally and offer them to the investment industry. These platforms are called ALTO* and cover all investment, distribution strategies, asset classes, and the entire Front-to-Back value chain driven by strong continuous investment. ALTO* is a suite of 100% cloud based platforms supporting buy-side advanced needs with ALTO* Investment, the Portfolio Management System, ALTO* Wealth & Distribution, the core-to-digital platform, ALTO* Sustainability designed for ESG investors, to manage efficiently ESG and climate data, analytics, scoring, reporting, etc. to empower responsible investment, and specialized solutions such as ALTO* Asset Servicing. In 2021, Amundi Technology accelerated the design, development, promotion and commercialization of these platforms and relies on an outstanding and agile organization, thanks to 900 IT experts close to business teams and clients.

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2021
Financial Services Software
Portfolio Management & Reporting
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Asia
Europe
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501-1,000
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Portugal
Denmark
Yemen
Albania
Andorra
Armenia
Azerbaijan
Bahrain
Bangladesh
Belarus
Belgium
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Malta
Pakistan
Philippines
Poland
Qatar
Romania
Russia
Sweden
Switzerland
Tajikistan
Thailand
Timor-Leste (East Timor)
Kosovo
Norway
Afghanistan
Cyprus
Czech Republic
Mongolia
Vietnam
Brunei
Jordan
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Liechtenstein
Lithuania
Luxembourg
Malaysia
Maldives
San Marino
Saudi Arabia
Serbia
Singapore
Slovakia
Slovenia
South Korea
Spain
Sri Lanka
Ukraine
United Arab Emirates
Uzbekistan
Palestine
North Macedonia
Oman
Montenegro
Myanmar (Burma)
Estonia
Finland
France
Nepal
Bosnia and Herzegovina
Turkey
Bhutan
Monaco
Kazakhstan
United States
China
Germany
Syria
Austria
Netherlands
Moldova
North Korea
Bulgaria
Cambodia
Turkmenistan
Croatia
Georgia
Greece
Taiwan
Japan
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Data & Analytics
Portfolio Management & Reporting
Financial Services Software
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2023-10-23 16:46:39 UTC
2023-10-23 16:46:35 UTC
Ledgex Systems

Ledgex started over 10 years ago in the Boston area as a platform for Fund of Funds. As the Fund of Funds space evolved, and with a view of the future of the Asset Owner space, and family offices in particular, Ledgex recognized the opportunity and need to create the next generation of the platform. Investors shared Ledgex’s vision and doubled down on its investment to help build a ground-breaking data management solution that leverages artificial intelligence to solve an industry problem no other firm has been focused on, to complete cloud migration and create extensibility in every aspect of the product allowing flexibility to truly create a personalized user experience for all of the different types of Asset Owners.

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2010
Data & Analytics
Financial Services Software
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Europe
North America
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11-50
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Portugal
Denmark
Albania
Andorra
Belarus
Belgium
Hungary
Iceland
Ireland
Italy
Malta
Poland
Romania
Russia
Sweden
Switzerland
Kosovo
Norway
Cyprus
Czech Republic
Latvia
Liechtenstein
Lithuania
Luxembourg
San Marino
Serbia
Slovakia
Slovenia
Spain
Ukraine
Montenegro
Estonia
Finland
France
Canada
Bosnia and Herzegovina
Monaco
United States
Germany
United Kingdom
Austria
Macedonia
Netherlands
Moldova
Bulgaria
Croatia
Greece
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Data & Analytics
Portfolio Management & Reporting
Financial Services Software
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2023-10-23 16:45:23 UTC
2023-10-23 16:45:21 UTC
Avaloq

Headquartered in Zurich, Avaloq is a global leader in core banking software, digital banking, and digital wealth management driving the transformation of the financial services industry. Avaloq’s comprehensive banking software and services solutions, covering the front-to-back needs of financial institutions, are regularly recognized as a market leader by analyst firms such as Forrester, Gartner, NelsonHall, Everest, and Celent. Avaloq is also regularly recognised in industry awards for excellence, the most recent IBSi Global Fintech Innovation Award 2022 - Most Innovative Cloud Deployment. Avaloq serves 160+ clients in over 35 jurisdictions. Our software manages over $4trn AuM. Clients include brands such as Barclays, Deutsche Bank, Edmond de Rothschild, Coutts, HSBC, Pictet, RBC, RBS, and Rothschild & Co.

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1985
Financial Services Software
Portfolio Management & Reporting
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Global
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1,001-5000
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Portugal
Denmark
Yemen
Cabo Verde
Haiti
Albania
Algeria
Andorra
Angola
Antigua and Barbuda
Argentina
Armenia
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Holy See
Honduras
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Mali
Malta
Mauritania
Mauritius
Pakistan
Palau
Papua New Guinea
Paraguay
Philippines
Poland
Qatar
Romania
Russia
Rwanda
Saint Kitts and Nevis
Saint Lucia
Saint Vincent and the Grenadines
Samoa
Sweden
Switzerland
Tajikistan
Tanzania
Thailand
Timor-Leste (East Timor)
Togo
Norway
Afghanistan
Cyprus
Czech Republic
Democratic Republic of the Congo
Mongolia
Djibouti
Dominica
Vietnam
Zambia
Zimbabwe
Brunei
Jordan
Kiribati
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Malawi
Malaysia
Maldives
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
South Korea
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Tonga
Trinidad and Tobago
Tuvalu
Uganda
Ukraine
United Arab Emirates
Uzbekistan
Vanuatu
Venezuela
Marshall Islands
Palestine
North Macedonia
Oman
Chad
Cuba
Montenegro
Dominican Republic
Ecuador
Morocco
El Salvador
Mozambique
Equatorial Guinea
Eritrea
Myanmar (Burma)
Estonia
Eswatini
Namibia
Ethiopia
Fiji
Nauru
Finland
France
Nepal
Cameroon
Canada
Central African Republic
Bosnia and Herzegovina
Côte d'Ivoire
Colombia
Comoros
Congo (Congo-Brazzaville)
Costa Rica
Turkey
Benin
Bhutan
Bolivia
Botswana
Brazil
Uruguay
Monaco
Kazakhstan
Kenya
United States
Tunisia
China
Chile
Germany
United Kingdom
Mexico
Peru
Panama
Syria
Australia
Austria
Madagascar
Gabon
Gambia
Netherlands
New Zealand
Micronesia
Nicaragua
Moldova
Niger
Nigeria
North Korea
Bulgaria
Cambodia
Burkina Faso
Burundi
Turkmenistan
Belize
Croatia
Georgia
Greece
Grenada
Guatemala
Guinea
Guinea-Bissau
Guyana
Ghana
Japan
Egypt
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Portfolio Management & Reporting
Financial Services Software
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2023-10-23 16:45:51 UTC
2023-10-23 16:45:44 UTC
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