WealthTechs List

Nexer Group services are change communication, inbound marketing, service design, social media, user experience, tech & development, data analytics, electronic signature, information management, research and development, system development, quality & test, business operations, asset management, customer relations management, data quality management, enterprise resource planning, master data management, product information management, e-commerce, unified commerce, unified communication, digital asset management, and strategy, talent & management, agile, DevOps, digital advisory, IT management, process & change management, project management, and recruitment services.

Investment management is a big business. But there are problems in this business, and we have the solution to one of those problems. The problem is that investors, who pay a lot of money for professional help, are nervous about investing in digital assets. Investors think that digital assets are too new. We can change their minds by giving them a tool that makes it easy to use this asset class in their portfolios. Our solution is an easy-to-use software that gives investors confidence to manage investments in digital assets. The SaaS is accessible through the cloud, so it can be used on any device; and it will give investors access to a range of investment opportunities including cryptocurrencies, tokens, altcoins, and more been under custody of partner exchanges and DeFi. KRYP.TOOLS is a WealthTech with a unique SaaS platform dedicated to connect professional and amateur investors with the crypto assets. We gathered all the best features of the traditional financial market tools in a single revolutionary interface dedicated to help you get the best part of the crypto economy. KRYP.TOOLS has a very strong track record after striking presence at the most relevant global innovation and tech events like GITEX Global, Bitcoin Conference and WebSummit besides been technologically supported by the Amazon AWS Startups, NVIDIA Inception and Cloudflare programs.

Temenos Wealth is an end-to-end solution comprised of best-of-breed standalone components that deliver an integrated, omnichannel solution to wealth managers and private bankers. It covers digital banking, customer data management, portfolio management, back-office processing, market data management, analytics, and Explainable AI (XAI).

CapIntel is a Toronto-based financial technology company leading the way in developing intuitive, web-based applications that improve fund analysis, proposal generation, and day-to-day workflow efficiencies for financial services wholesalers and investment advisors. They aim to elevate the financial management experience by providing innovative, digitally forward tools to allow for a flexible and efficient advisor-client experience. CapIntel’s proposal-generating platform for wealth management and advisory practices is designed to communicate data dynamically to potential new clients. They are partnered with the top fund data distributors and have access to thousands of products across North American mutual funds, ETFs, seg funds, fund of funds, equities, and bonds. CapIntel’s products reduce asset manager distribution costs by 15+ basis points while saving advisors valuable time and helping them sell more. Their platform cuts down on the time it takes to create investment proposals and close business deals. CapIntel’s products reduce asset manager distribution costs by 15+ basis points while saving advisors valuable time and helping them sell more. Their platform cuts down on the time it takes to create investment proposals and close business deals.

Kin Group provides a broad range of services focused on Venture Capital, ranging from fund raising through to software as a service. In 2021 Kin acquired Company Secretarial business Derringtons Ltd.The Fund Services part of the group now operates under the trading name of ‘Kin Fund Services’. We have grown significantly over the last few years and seek to be the service provider of choice for alternative asset managers. We are responsible for looking after nearly 7,000 thousand investors, ranging from small private investors, to global multinationals and the UK Government. Our goal is to help asset managers better service these investors.

Athena Systems develops and supports Spark, the world-class platform for asset managers to run their entire investment process from start to finish under a single license while fully adapting to their business requirements. Spark is the only system on the market to provide unified: - Portfolio & Risk Management - Trading - Technology and Infrastructure - Operations and Accounting - Compliance and Controls - Surveillance - Data Warehouse/Reporting - STP Delivered with a secure, cloud-native technology framework, Spark brings front-to-back automation, avoiding any manual workaround. At the same time, through its extensive features, the system increases your performance, manages your risk, and saves time while lowering your operational costs. Athena is a boutique technology firm comprised of veteran developers, integrators, and analysts with extensive experience in capital markets. Its client list includes leading wealth management banks, hedge funds, mutual funds, family offices, and institutional managers. Athena Systems is part of the United Fintech group, whose mission is to create a platform that facilitates access to best-in-class fintechs focused on capital markets, helping banks, asset managers, hedge funds, and brokers accelerate their digital transition and innovation.

Abbove is a wealth management platform that helps financial advisors to serve their clients with a structured and holistic approach

Smart Communications is a leading technology company that enables banks and financial services institutions to transform the way they engage with customers, advisors and trading partners, so they can gain wallet share while driving efficiencies and reducing compliance risks. The Smart Communications Conversation Cloud™ platform uniquely delivers personalized, omnichannel conversations across the entire customer experience, empowering companies to succeed in today’s digital-focused, customer-driven world while also simplifying processes and operating more efficiently. The Conversation Cloud platform includes the enterprise-scale Customer Communications Management (CCM) power of SmartCOMM™, digital forms transformation capabilities made possible by SmartIQ™ and the trade documentation expertise of SmartDX™. Smart Communications is headquartered in the UK and serves more than 650 customers from offices located across North America, Europe, and Asia Pacific. Clients include leading banks and wealth advisory firms around the world, notably all of the G15 top investment banks and 7 of the top 8 banks in Australia.

Investor Cash Management provides custom CMA solutions to non-profits, asset, and wealth managers. The company was founded in 2018 and is based in Chicago, Illinois, United States.

Tesseract offers a cutting-edge suite of yield solutions that allow owners of digital assets to earn yield while being protected by our in-house risk engine and third-party custody. Additionally, the company offers institutions cutting-edge yield and loan products that help them draw in and keep clients, increase income, and let them concentrate on what they do best. Tesseract was established in December, 2017 by Yichen Wu in Helsinki, Southern Finland.