WisdomTree Investments

Onramp Invest is a financial technology company that provides a platform designed to integrate traditional and digital asset financial infrastructures. It aims to facilitate the investment, transfer, and management of multi-asset portfolios in real time for investors and their financial advisors. The platform offers a range of features, including diversified model portfolios with qualified custodians, advisor workflow tools, and automated portfolio rebalancing and optimization. By focusing on simplicity and accessibility, Onramp Invest seeks to empower registered investment advisors with the necessary education and resources to effectively manage and grow their clients' cryptocurrency investments, thereby enhancing economic opportunities and fostering greater participation in the evolving digital asset landscape.

Securrency, Inc. is a financial technology company that specializes in the development of a platform for the tokenized issuance and trading of securities. Founded in 2015 and based in Riva, Maryland, with additional locations in Washington, New York City, and Abu Dhabi, Securrency integrates legacy financial services with advanced distributed ledger technologies. Its platform supports seamless transactions across various networks, including Ethereum, Stellar, and Ripple, facilitating both on-chain and off-chain token movements. By providing robust compliance tools and interoperability, Securrency enhances the security, transparency, and efficiency of financial services. The company aims to connect investors seeking returns with asset owners, startups, and fund managers in need of capital, thereby creating a more accessible financial market.

Securrency, Inc. is a financial technology company that specializes in the development of a platform for the tokenized issuance and trading of securities. Founded in 2015 and based in Riva, Maryland, with additional locations in Washington, New York City, and Abu Dhabi, Securrency integrates legacy financial services with advanced distributed ledger technologies. Its platform supports seamless transactions across various networks, including Ethereum, Stellar, and Ripple, facilitating both on-chain and off-chain token movements. By providing robust compliance tools and interoperability, Securrency enhances the security, transparency, and efficiency of financial services. The company aims to connect investors seeking returns with asset owners, startups, and fund managers in need of capital, thereby creating a more accessible financial market.

AdvisorEngine, Inc. operates a web-based wealth management technology platform designed to support investment advisors in growing their businesses. The platform features various modules, including portfolio management, trading and rebalancing, client websites, robo-advisory services, and online account opening. Additionally, it offers tools for billing, compliance, and investment policy statements. AdvisorEngine is notable for its integration of online wealth management, customer relationship management, and portfolio management, providing a comprehensive experience that allows advisors to enhance client relationships through both traditional and digital interactions. The company also provides implementation and consulting services tailored to the needs of the wealth management industry. Established in 2012 and based in New York, AdvisorEngine was previously known as Vanare Inc. before rebranding in 2016.

AdvisorEngine, Inc. operates a web-based wealth management technology platform designed to support investment advisors in growing their businesses. The platform features various modules, including portfolio management, trading and rebalancing, client websites, robo-advisory services, and online account opening. Additionally, it offers tools for billing, compliance, and investment policy statements. AdvisorEngine is notable for its integration of online wealth management, customer relationship management, and portfolio management, providing a comprehensive experience that allows advisors to enhance client relationships through both traditional and digital interactions. The company also provides implementation and consulting services tailored to the needs of the wealth management industry. Established in 2012 and based in New York, AdvisorEngine was previously known as Vanare Inc. before rebranding in 2016.