Ritholtz Wealth Management

Focal saves financial advisors 15 hours per week by automating time-consuming tasks before, during, and after meetings. Focal is the only AI meeting management solution purpose-built for financial advisors that offers enterprise-grade security and data controls on Microsoft's most secure infrastructure.

Dispatch helps independent financial advisors to build ideal firms through strategic investments and advanced technology.

Seeds empowers financial advisors to more deeply understand investors and to automatically deliver custom portfolios that align. Founded in 2018, Seeds is enabling the evolution toward truly intentional, purposeful, and personalized investing.

Onramp Invest is a technology company focused on integrating traditional and digital asset financial infrastructures to facilitate investment and portfolio management. It provides a platform designed specifically for registered investment advisors, offering tools for education, access, and management of cryptocurrency investments. The platform features diversified model portfolios, qualified custodians, and automated portfolio rebalancing, enabling financial professionals to efficiently manage multi-asset portfolios in real time. Onramp Invest aims to simplify the investment process while offering a comprehensive suite of features to support the growing interest in emerging digital assets, ultimately striving to eliminate barriers to economic opportunity.