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Mesh operates as a financial technology company focused on providing tools and resources for retail investors. The platform offers stock analysis and a range of strategic investment tools designed to enhance investors' decision-making capabilities. By catering specifically to the needs of individual investors, Mesh aims to empower users with the information and insights necessary to navigate the complexities of the stock market effectively. The company's commitment to improving investment literacy and accessibility sets it apart in the competitive landscape of investment applications.

NewRetirement develops a retirement planning tool offering a combination of automated financial and retirement planning services. NewRetirement acts as a virtual financial advisor focused on retirement planning to help people generate retirement income, get healthcare, lower taxes, and manage fees. The system will help users optimize across Social Security, Medicare, Taxes, Home Equity, Income, Asset drawdown, Relocation, Work, and Estate Planning. Users can also access fee-only advice on-demand for collaborative planning to help them make and act on better decisions about their future.

Mesh operates as a financial technology company focused on providing tools and resources for retail investors. The platform offers stock analysis and a range of strategic investment tools designed to enhance investors' decision-making capabilities. By catering specifically to the needs of individual investors, Mesh aims to empower users with the information and insights necessary to navigate the complexities of the stock market effectively. The company's commitment to improving investment literacy and accessibility sets it apart in the competitive landscape of investment applications.

Delio Limited is a technology platform based in Cardiff, United Kingdom, that specializes in providing digital solutions for wealth management firms, private banks, and other financial institutions. The platform enables these organizations to effectively engage in private investment markets, including direct private and peer-to-peer investments. By offering a white label solution, Delio allows its clients to enhance their services in a structured and compliant manner, addressing the unique challenges faced in the financial industry.

Responsive Capital Management, Inc. provides hybrid wealth advisor solutions to banks and private managers. The Company offers behavioral data analysis that enables advisors to identify and act on client opportunities and risks. Responsive Capital Management, Inc. was founded in 2015 and is headquartered in Vancouver, Canada.

Grove is a personal trainer for the client's moneyThe company assesses where you are today and create a plan to make the client confident about their money. Through proprietary software combined with a team of Certified Financial Planners, Grove is able to offer personalized advice at a fraction of the price of traditional financial advisors.

Wellthie Inc., an insurance technology company, offers broker and carrier shopping tools to simplify insurance distribution for small businesses and individuals. It offers cloud-based e-commerce platform for selling tools, medical and ancillary quotes, broker management dashboard, modeling and scenario planning, online storefront, custom client proposals, distribution channels, marketplace product promotion, small group and individual analysis, market insights, and consumer engagement. The company was founded in 2013 and is headquartered in New York, New York.

CapitalPro empowers financial advisors to expand their client reach by tearing down the time and cost constraints that limits their growth. CapitalPro provides a digital wealth management platform for financial institutions in Latin America that automates client on-boarding, risk profiling, and the asset allocation, management, and rebalancing of a diversified and personalized portfolio. Through its software, the company elaborates and manages investment portfolio in a completely automated way. It allows financial institutions to generate more revenue by increasing their client reach and allowing them to serve smaller accounts without increasing operating costs or incurring their financial advisors' time. CapitalPro charges a monthly subscription based on the number of accounts with funds plus an installation cost.

Draft offers a modern suite of analytics and communication tools built to help wealth advisors win and retain assets. With their new tool, Draft Insights, an advisor is able to quickly and securely gain access to account data and analyze the holistic portfolio of a client or prospect regardless of where the assets are held. Draft Insights is designed to surface opportunities for the advisor such as high fees, unnecessary risk, poor performance, diversification gaps and low quality products. The advisor can use this actionable insight to win new clients suffering from poor portfolio management, or to build trust with existing clients. Since Draft was built to analyze millions of portfolios simultaneously, Draft Insights offers even greater potential for financial institutions at scale across an entire user base. The proprietary technology can analyze data for advised accounts or leverage data from aggregation services like Yodlee and ByAllAccounts. Compelling use cases include: DoL fiduciary compliance and liability analysis, targeted and automated marketing campaigns, and integration with customized portfolio checkup tools.