Citi

Jump is an AI-powered assistant that redefines how wealth advisors manage their client interactions and compliance tasks. Created to turn conversations into actionable tasks, comprehensive notes, and compliance records, Jump offers a complete solution for advisors seeking efficiency and accuracy in their daily operations.

Wealth.com is a digital estate planning platform that enables individuals to create, manage, and visualize their estate plans in a secure online environment. The platform provides users with a comprehensive view of their assets, which are securely stored and easily accessible. Wealth.com implements advanced asset aggregation technology and robust security measures, including bank-level encryption, to ensure that users can confidently manage their plans. In addition to individual use, Wealth.com offers its services to companies as an employee benefit, promoting financial wellness among employees. The platform also includes features that allow for emergency access by trusted beneficiaries, ensuring that plans remain accessible when needed most.

Arch manages private investment operations for leading investors and investment advisors, reinventing private portfolio management through a digital solution that replaces traditionally paper based processes.

Vega is to change wealth management through the application of cutting-edge technology. We aim to bring together the private and institutional sectors with a platform that streamlines wealth creation for high-net-worth individuals and their advisors by using our team's financial and technical knowledge.

Endowus is a financial advisory and personalized investment company focused on helping clients grow their wealth. It offers access to institutional share-class funds typically reserved for large investors, allowing retail investors to benefit from lower fees associated with institutional-level investments. The company provides a comprehensive service that includes financial advice, investment management, portfolio rebalancing, and brokerage services, all under a single access fee. By connecting clients with funds managed by reputable global investment management firms, Endowus aims to deliver attractive returns and financial growth opportunities that are usually unavailable to individual investors.

Masttro is a multinational financial technology company that specializes in providing advanced wealth management solutions for affluent families, family offices, and financial advisors. Founded in 2010 by experienced asset owners, the company leverages proprietary technology to facilitate the management of diversified, multi-generational capital. Masttro's wealth tech platform offers a comprehensive overview of both liquid and illiquid investments, as well as liabilities and passion assets. Key features of the platform include direct data aggregation and AI-driven document data extraction, which support interactive real-time analysis and reporting. This enables wealth owners and their advisors to make informed, data-driven decisions while ensuring the highest standards of protection and confidentiality for their sensitive information.

Claira’s deal intelligence platform for finance automates your deal pipeline, deal origination and deal management while streamlining business processes, enabling deep business insights, & empowering business leaders to make more informed decisions. Whether you're working on behalf of your firm or providing advisory, consulting or legal services across multiple firms, Claira will assist you in achieving efficiency, control, compliance and risk management across a variety of finance & insurance business areas: * Private Credit Analysis; * Investment Management; * Commercial Real Estate; * Asset Management; * Capital Markets; * Commercial Real Estate; * Corporate Banking; * Credit and Lending; * Digital Assets; * Fund Administration; * Hedge Funds; * Insurance; * Investment Banking, M&A; * Investment Management; * Legal, Reg, & Compliance; * Prime Brokerage; * Private Equity, Private Placement, VC; * Real Estate; * Retail Banking; * Wealth Management; etc. Claira is pre-trained and pre-configured with insight modules that don't require your time and effort to train our models on your documents. Claira's unique approach using computational linguistics and sentence-level, deep-semantic parsing provides greater understanding and higher accuracy. Claira's answers are fully traceable and transparent because Claira understands language, just like you. For each document, Claira shows you how we concluded for you to understand and be fully confident in your actions. Claira was created by top data scientists and engineers experienced in solving complex non-finance problems alongside financial service experts on a mission to digitize traditional finance. Claira launched in 2024 and is based in New York, USA.

Warren Investimentos is an investment brokerage and wealth management firm based in Brazil, specializing in providing tailored investment solutions for clients at various life stages. The company distinguishes itself as the first in Brazil to adopt a goal-based investment model, a strategy previously utilized primarily by ultra-high-net-worth individuals abroad. Warren Investimentos emphasizes a client-centric approach that aligns its services with the specific objectives of each investor, effectively mitigating conflicts of interest that often arise in the market. Through its innovative wealth management platform, the firm enables clients to set investment goals, analyze results, and track performance, thereby facilitating informed decision-making and enhancing the overall investment experience.

Penelope is a self-service retirement platform aimed at small and micro businesses. It provides a comprehensive solution that simplifies the process of offering retirement plans, catering specifically to the needs of busy business owners and entrepreneurs. The platform automates employee investing, reduces administrative costs, and minimizes paperwork, making it easier for small businesses to manage retirement savings. Additionally, Penelope includes educational tools for employees, enhancing their understanding of retirement options and encouraging informed decision-making. Through its technology-driven approach, Penelope seeks to empower small businesses to effectively provide retirement benefits to their employees.

SIMON Markets LLC is a financial technology company based in New York City that operates an online distribution platform aimed at financial professionals. Established in 2017, the company focuses on structured investments and offers a comprehensive digital suite of tools designed to enhance wealth management. Its platform provides on-demand education, intuitive marketplaces, real-time analytics, and lifecycle management features, which collectively simplify the complexities associated with structured investments and annuity solutions. By addressing the needs of financial professionals, SIMON aims to streamline the investment process and improve client engagement.

Betterment LLC is an online financial advisory firm based in New York, founded in 2007. The company specializes in automated investing services that help individuals manage their finances through a customized and diversified portfolio. Betterment offers a range of investment options, including traditional and Roth IRAs, 401(k) accounts, and trust accounts, all of which are designed to optimize investment returns. Its services also include financial and retirement planning, tax loss harvesting, and cash management tools, such as the Two-Way Sweep feature. Betterment caters to various customer segments, including individual investors, businesses through Betterment for Business, and financial advisors via Betterment for Advisors. The firm charges a management fee for its services and focuses on providing personalized, goal-based investing solutions to enhance clients' long-term financial success.

DriveWealth is a fintech company based in Chatham, New Jersey, founded in 2012. It operates a mobile investing platform designed for individual investors, offering a range of exchange-traded funds, U.S.-listed stocks, and educational content to help users understand financial basics. DriveWealth's technology enables partners worldwide to provide branded investing experiences, facilitating customer acquisition, loyalty, retention, and revenue growth. The company specializes in fractional equities trading and offers cloud-based, API-driven brokerage infrastructure, allowing global partners to access the U.S. equities market through real-time fractional share investments.

InvestCloud is a prominent provider of digital financial services, focused on transforming the wealth management industry through innovative technology. The company offers a comprehensive platform that supports asset management and wealth management, catering to a diverse range of clients, including wealth and asset managers, banks, and financial advisors. Its solutions are designed to enhance investment knowledge and facilitate effective financial planning, enabling users to achieve higher returns on investments. InvestCloud's commitment to personalization and scalability is evident in its advisory programs, which include unified managed accounts and separately managed accounts. By equipping financial advisors and their clients with advanced technology and data-driven insights, InvestCloud aims to deliver superior digital wealth management experiences. Headquartered in the United States, the company serves a global clientele, representing a significant portion of the world's total assets. In recognition of its leadership in the fintech space, InvestCloud was named one of CNBC's World’s Top Fintech Companies in 2024.

Gohenry is a UK-based fintech company that provides a pre-paid card and accompanying mobile app, designed to help children aged 6 to 18 learn about money management in a safe, controlled environment. Parents can set up regular pocket money transfers, allocate funds based on completed chores, and monitor spending in real-time. The platform offers parental controls such as setting spending limits, restricting card usage to specific locations, and blocking/unblocking the card instantly. It also includes budgeting tools for children to set savings goals and track spending.

4G Capital, founded in 2013 and based in Nairobi, Kenya, specializes in providing instant access credit to small business owners in Africa, particularly targeting self-employed informal market traders. The company offers unsecured loans and financial literacy training tailored to micro-entrepreneurs operating in low-income sectors, including agriculture and trade. Utilizing proprietary machine learning technology, 4G Capital delivers insights from data-scarce environments to create scalable credit products that align with clients' business risks and affordability. Clients can access loans quickly through mobile money, and the company achieves high collection rates without requiring collateral or refinancing. With operations in Kenya and Uganda, 4G Capital has positively impacted over one million individuals and demonstrates a strong commitment to improving financial literacy and sustainable growth for small businesses. The company reports significant increases in client revenues and boasts a high percentage of repeat customers, particularly among women and rural traders.

Betterment LLC is an online financial advisory firm based in New York, founded in 2007. The company specializes in automated investing services that help individuals manage their finances through a customized and diversified portfolio. Betterment offers a range of investment options, including traditional and Roth IRAs, 401(k) accounts, and trust accounts, all of which are designed to optimize investment returns. Its services also include financial and retirement planning, tax loss harvesting, and cash management tools, such as the Two-Way Sweep feature. Betterment caters to various customer segments, including individual investors, businesses through Betterment for Business, and financial advisors via Betterment for Advisors. The firm charges a management fee for its services and focuses on providing personalized, goal-based investing solutions to enhance clients' long-term financial success.

Betterment LLC is an online financial advisory firm based in New York, founded in 2007. The company specializes in automated investing services that help individuals manage their finances through a customized and diversified portfolio. Betterment offers a range of investment options, including traditional and Roth IRAs, 401(k) accounts, and trust accounts, all of which are designed to optimize investment returns. Its services also include financial and retirement planning, tax loss harvesting, and cash management tools, such as the Two-Way Sweep feature. Betterment caters to various customer segments, including individual investors, businesses through Betterment for Business, and financial advisors via Betterment for Advisors. The firm charges a management fee for its services and focuses on providing personalized, goal-based investing solutions to enhance clients' long-term financial success.

InvestLab is a financial services technology company founded in 2010 that focuses on serving the global investing market. The company offers a customizable trading platform known as MIX, delivered through a software as a service model, primarily targeting retail brokerages. This platform allows brokers to access global markets and trade a wide range of financial instruments, including equities, options, and commodities. Additionally, InvestLab provides tools for sentiment analysis to help users evaluate individual stocks. By catering to individual investors and small to mid-size brokers, InvestLab enhances their ability to navigate and participate in the financial markets effectively.

Quilter Cheviot is a prominent privately owned wealth management firm based in London, United Kingdom, with a history dating back to its establishment in 1771. It provides discretionary investment management services to a diverse client base, including private individuals, charities, trusts, pension funds, corporate entities, and life companies. The firm specializes in managing tailored investment portfolios that encompass equity, fixed income, and balanced strategies, catering to the specific financial goals and needs of its clients. In addition to advisory services, Quilter Cheviot also manages mutual funds, ensuring a comprehensive approach to investment management. The firm is recognized as one of the largest independent discretionary investment managers in the UK, emphasizing personalized client service and effective portfolio management.