WealthTechs List

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.