Tools for the Client (B2C)

While our digital marketplace directory is focused heavily on business-to-business solutions, there are a growing number of technology tools now available to directly to the client. Whether to deliver information, planning tools, investment platforms, investment support tools, consolidation platforms or more, we believe it is relevant to also cover these within our platform for the benefit of the wealth management sector. While some of these players might be competitive, many might actually be complementary to the offerings and technological business needs of wealth managers. Our Tools for the Client (B2C) business need category is a resource to help wealth managers discover and understand what tools exist that seek to go direct to the client.

  • Total Solutions172
  • Solution Providers151
  • Knowledge Resources9
Business Needs Filters
Office Presence Clear

Featured Solutions

Brussels, Belgium

Trusted Family Platform

One unified platform with all the tools you need to manage meetings, share confidential information, drive real-time collaboration and accelerate decision-making. Enhance engagement and alignment on all fronts. Enroll now to enjoy the financial and non-financial benefits of an engaged family, business, and family office. For today, and for future generations. ...

Client type
Relevant Regions

All Solutions

Dubai, United Arab Emirates

8topuz AI Trading Platform

Why the currency market? It is the largest financial market in the world in terms of  liquidity, depth, volume and volatility. The historical data is easy to access and provides millions of data points.  Preset mathematical models are easily applied. It is open 24 hours, 5 days a week.  The ability to use leverage. Deep neural......

relevant regions
Zug, Switzerland

Accointing

We started Accointing out of our own need. We believe the crypto space needs a tool that is user friendly and helps you organize all your crypto data so that you can concentrate and spend your time on things you like doing. Connect over 4500 currencies from all exchanges and wallets Accointing......

relevant regions
Irvine, CA, United States

Acorns

Acorns is the first company to offer micro investing to the world. The proprietary financial engine allows customers to roundup spare change from everyday purchases and invest these sub-dollar amounts into a professionally managed portfolio of index funds. Simply connect any credit or debit card and a checking account, then......

relevant regions
Newport, United Kingdom

AdviserBook

Your definitive source for financial advisers in the UK AdviserBook is the only resource you need for finding the best financial adviser for you. Compare every advice firm in the country thanks to our weekly feed from the Financial Conduct Authority (FCA). How it works It couldn't be easier to find your adviser. Simply enter......

Barangaroo, NSW, Australia

Adviser Ratings

Australia's only independent financial adviser ratings and customer review service. Helping customers navigate their way through the minefield of the 18,500 strong financial advice industry, whilst also helping the financial advice industry to connect with customers....

relevant regions
Los Angeles, CA, United States

Agentrisk

Why AgentRisk? Liquidity Unlike investment firms or hedge funds which have lock-up periods from one month up to 2 years, you can liquidate your assets the next working day. Premium experience Our fees might be low but our standards are high. Email or schedule a call with our customer support anytime, we’re always happy......

relevant regions
Pune, India

Alphaniti

Alphaniti, is a multi - asset class data driven, rule based and tech enabled platform which enables Indian Investors to invest in both India and US markets from a wide range of product offerings including unique strategies, baskets and ideas, covering equity, mutual funds and ETFs. Our equity offering is......

relevant regions
Hong Kong, Hong Kong

AQUMON for Individuals

Optimise returns and volatility Combine technology and proprietary algorithms Investments made simple Our transparent and intelligent financial tools are designed to help you grow your money. Invest in a diverse selection of portfolios that are tailor-made to you. Diversified long-term Our flagship portfolio for everyone, including beginners. Diversify and capture global growth. Featured themes Thematic portfolios of US,......

relevant regions
Hong Kong, Hong Kong

AQUMON for Professional Investors

Leading AI investment strategies to capture alpha A hedge-fund-like experience with more customisable solutions Create alpha through AI insights Access personalised investment strategies and get 1-on-1 specialist support to help reach your goals. Experience our core competencies AI Brain - Our platforms use machine learning algorithms and quantimental investment philosophies Strong data centre - We have 6 data......

relevant regions
Ruggell, Liechtenstein

area2invest

The marketplace for securitised & tokenised assets Digital access to multiple asset and product classes Various investment opportunities listed The private market is now public We offer various Investment opportunities to private, professional and institutional investors. As private market innovators we deliver custom liquidity solutions to corporates, funds, asset managers and banks. Both accredited......

relevant regions
Perth, WA, Australia

Asgard Elements

Use Elements if: you’d rather live your life than spend all your time making investment decisions (that’s what your adviser is for) you’d like your investment choices streamlined to a select, high-quality menu you’d like access to options that have already been expertly blended to suit an investor like you you prefer easy-to-understand reports......

relevant regions
Perth, WA, Australia

Asgard Open eWRAP

There are two types of Asgard Open eWRAP accounts: Investment - this is used for your general (or non-super) investments. It provides a convenient way for you to ‘wrap up’ your managed investments, shares and your choice of cash account into one portfolio. Super/Pension: the super account lets you save for your......

relevant regions
London, United Kingdom

Ava

Why choose ABAKA? Personalised to you Receive timely personalised nudges on specific steps to increase your savings, reduce debt, and improve your financial future. Financial advice powered by cutting-edge A.I Get instant access to advice on your finances, anytime, anywhere, to help you better manage your money and plan your finances. Reduce costs, save money Get......

relevant regions
Las Vegas, NV, United States

Axos Invest

Goodbye fees Financial advisory fees are too high. Fees actually seem outdated considering technology helps advisors manage portfolios faster than ever before. Axos Invest is the first financial advisor to not charge investment management, trading, or rebalancing fees. Through the use of technology, we can offer comparable services as a traditional advisor and pass the savings......

relevant regions
London, United Kingdom

Bark Investment Advisors & Financial Advisors

Regardless of your financial situation, knowing how to best manage your money can be a challenge. You may want to know how to reach a particular goal, or need advice on the best mortgage deals. Financial advice should also be sought if your current savings or investments have stagnated, and......

relevant regions
London, United Kingdom

Beam

Beam is a free app that helps you to separate the two. It helps you measure and understand the very inconsistencies that make us human. Our behaviours. Simple games to challenge your preconceptions of yourself Beam is aimed at any individual interested in personal growth, self-awareness and financial wellbeing. It taps into......

relevant regions
Jaipur, India

Betterwealth

Proven results Returns that speak for themselves. Investment strategies tested over 15 years of historical data. Top notch technology Bank grade security with 256 bit encryption. Hassle free investment experience. Plan, invest & monitor, anywhere and anytime. Knowledge and expertise Certified financial planners and advisers available for all your investing queries. Passionate research and strategy team.Highly skilled technology......

Singapore, Singapore

Binance Crypto Exchange

Trusted by millions worldwide, the Binance platform is dedicated to increasing the freedom of money for users, and features an unmatched portfolio of crypto products and offerings, including: trading and finance, education, data and research, social good, investment and incubation, decentralization and infrastructure solutions, and more....

relevant regions
Sherman Oaks, CA, United States

Bitcoin IRA

$400 MILLION Client investments we have processed 24/7 SELF-TRADING The only crypto IRA self-trading platform in the world #1 IN SECURITY Industry-leading security and $100M custody insurance 650+ 5-STAR REVIEWS Customer Reviews The future of IRA trading Bitcoin IRA is the only platform that allows you to buy, sell and swap cryptocurrencies directly inside your......

relevant regions
Jersey City, NJ, United States

BlockFi Wealth Management

Our mission For years, crypto investors haven't had access to basic financial products in the blockchain ecosystem. BlockFi bridges this gap by providing access to high-interest crypto accounts and low-cost credit products to clients worldwide. Our products: Crypto Interest Account The BlockFi Interest Account (BIA) lets you put your crypto to work and earn monthly interest......

relevant regions
Leawood, KS, United States

Blooom

We can’t control the market, but we can control how we invest! Find the right allocation Start with some simple questions about you and your investing habits. This helps us recommend an investment strategy. Next, we do research on diversification Securely link your existing 401k and let our bots do the research. Large cap?......

Budapest, Hungary

Blueopes

Why you should choose Blueopes? Socially responsible The Environmental, Social and Governance (ESG) factors that we integrated into our investment analysis is not just an ethics issue. It offers you potential long-term performance advantages, while you care about the next generation. Personalized ​​​​​​​Our sophisticated investment advice is customer tailored to you individual life goals.......

Leeds, United Kingdom

BrokerSense Residential

Residential affordability without repetitive data entry. Our software combines all residential calculators into one form, allowing you to fill in one source of information and retrieve affordability results back without visitng individual lender calculators. No repeat data entry Instant, accurate results Result evidence trial for complete confidence Benefits Instantly know what your client can borrow from......

relevant regions
Amsterdam, Netherlands

BUX ZERO

Zero commission That’s right! With BUX Zero you can actually invest commission-free! Zero hassle You can become a shareholder in no time at all. Download the app, create your account and pick the companies you want to invest in. Safe & guaranteed Your money is stored safely at ABN AMRO Clearing and under the conditions......

relevant regions
Leeds, United Kingdom

Buy To Let Affordability

Simplifying the buy to let affordability process Our software combines all buy to let calculators and current lender rates into one manageable interface, allowing you to query your clients BTL affordability without complicated maths or maintaining large spreadsheets No repeat data entry Instant, accurate results Result evidence trial for complete confidence Benefits Instantly understand maximum BTL......

relevant regions
Singapore, Singapore

Canopy - High Net Worth Individuals

Wealth consolidation and insights made simple Canopy utilizes the latest technology to make wealth aggregation simple and easy. All assets Consolidate all types of financial and non-financial data. Canopy can handle everything! All formats Provide any type of file format or source document. Canopy takes care of the data extraction. Easy uploads Drag and drop your files......

relevant regions
Brisbane, QLD, Australia

Canstar

What we do at Canstar We research and rate thousands of products from over 740 brands across 30+ different categories including banking, insurance and superannuation/investments. We display these ratings in our comparison tables to help you find the right product for you. What’s more over at Canstar Blue, we research customer satisfaction over 120+......

relevant regions
New York, NY, United States

CHIP

How it works Fill out our questionnaire: The questionnaire helps us understand where you are in your financial journey and the resources and professionals to meet those needs.  Get your best fit: The best fit is based on your questionnaire responses. These responses include your financial goals and the type of financial services......

Vancouver, BC, Canada

CI Direct Investing

Get a professionally managed portfolio in minutes. Invest in thousands of companies from around the world, ⁠all professionally selected and managed to help grow your money. Smarter technology, smarter savings. Build better savings habits with our easy automated savings and investment app. Check in on your investments and get financial advice right from......

relevant regions
New York, NY, United States

ClearVest

ClearVest services independent wealth managers seeking opportunities in the private investment space.  Our unified technology platform streamlines the process from research to execution.   We operate as a fiduciary, providing you with a true partnership. Solutions Access Challenge High minimums and non-transparency frequently deter investments. Solution ClearVest takes a three prong approach to accessing alternatives. We strongly believe......

relevant regions
Beijing, China

Clipper Advisor

Simple We simplify complicated financial theories and models, and visualize complex financial concepts with interactive diagrams to help investors make rational, informed decisions Intelligent We adopt modern portfolio theory, behavioral finance principles, complex quantitative models and massive financial data, then utilize the power of supercomputer to create optimal asset allocations for our investor......

relevant regions
Melbourne, VIC, Australia

Clover

Using Nobel Prize winning investing principles, we’ll build you a customised, low-cost portfolio tailored to your level of risk. There's no initial set-up or account opening fees, no advice fees, and no rebalancing fees. You get a better investment experience, for a fraction of the cost of traditional financial advisors. No......

relevant regions
London, United Kingdom

CONNECT by Crossbridge

CONNECT portfolios are designed to achieve optimal returns at every level of risk. We do this by combining our in-house investment expertise with best-in-class providers – so you can invest in an intuitive, smart and convenient way. Through diversification, regular rebalancing, efficient investing and lower fees, the CONNECT approach to investing......

London, United Kingdom

CONNECT Prime

CONNECT Prime offers accredited investors a level of service and investment choices normally reserved for only Ultra High Net Worth private banking clients. Clients of CONNECT Prime have access to their own Crossbridge Capital Wealth Advisor, real-time online portfolio monitoring, as well as transparent and competitive fees all with a more......

Chicago, IL, United States

dough

dough is what investing should be: unlimited commission-free stock and ETF trading, zero account minimums, and iOS and Android apps filled with smart ideas. Buy stock, take profits, or manage risk with just two clicks and a swipe....

relevant regions
San Francisco, CA, United States

DreamFunded

Who we are: We have a very strong founding team growing DreamFunded into one the premier equity crowdfunding platforms in the new crowdfunding landscape. Our co-founders have extensive backgrounds in angel investing, venture capital and startup curation and our tech team comes from the best companies and universities in the world.......

relevant regions
Brussels, Belgium

Easyvest

How does Easyvest work? We listen to your needs Where are you in your financial life and what are your investment goals? Grow your capital? Prepare your pension? Generate an income? We build your portfolio Our algorithms recommend you a personalized investment plan that can be fine-tuned with your private advisor. We follow you day......

Ney York, NY, United States

Ellevest

Tell us about yourself and your life goals in 5 short steps. We’ll suggest personalized investment portfolios for each of your goals. No funny stuff. We’re a fiduciary, which means by law, we act in our clients’ best interests, always. ...

Lightwater, United Kingdom

Emma App

Track your paid subscriptions It's never been easier to track recurring payments. Just link your bank accounts to the app and Emma will give you the list of all your active subscriptions. You can even drill down to see the history of transactions for each subscription provider, identify any price changes and......

relevant regions
Mobile, AL, United States

Employee Fiduciary

Low 401(k) fees Keep more of your hard-earned savings with our low fees! They're transparent and based on employee count, not assets. Personal care Come for our fees, stay for our service! Each client is assigned a dedicated relationship manager for trusted, timely care. Investment freedom Choose any mutual fund or ETF you want -......

pfaffikon, Switzerland

Enterprise Custody & Wallet Solutions

Enable customers to easily receive, hold, and send cryptoassets with an intuitive and secure custody solution. Our wallet technology is used by over three million customers and protects over $7 billion USD across the globe. Web and mobile apps Permissioned logins UX templates Accept crypto payments Multiple chain support iOS and Android ready ...

relevant regions
Boston, MA, United States

ESPlanner

Developed by Boston University economist, Laurence Kotlikoff, ESPlanner eliminates the guess work in financial planning. Its patented algorithms do lifetime budgeting, calculating how much to spend, save, and insure each year to maintain your family's living standard. ESPlanner also helps you find safe ways to raise your living standard, often dramatically.......

London, United Kingdom

ETFmatic

ETFmatic started because three serial entrepreneurs didn't understand, or particularly enjoy, the "service" they received from the financial industry. As outsiders, we've challenged absolutely every assumption to deliver you an investment solution based on your needs, the one we've always wanted as customers. From our point of view, there are too many......

Bney Brak, Israel

eToro Platform

Join eToro today and start discovering a wide variety of benefits, on mobile or web platform: 2,000+ assets Low and transparent fees Features for novices and experts Wisdom of the crowd via social trading Ready-made CopyPortfolios Intuitive, easy-to-use platforms Multi-asset platform eToro offers 2,000+ financial instruments across various classes, such as stocks, crypto and more. To explore more......

relevant regions
Arlington, VA, United States

E*TRADE

Independent analyst research, quotes, news and charts Investing tools and screeners to spot emerging opportunities Retirement planning and learning resources ...

Arlington, VA, United States

E*TRADE Mobile app

For Apple® and Android™ devices, including the Apple Watch® and leading tablet devices Named "Best in Class" mobile app by Stockbrokers.com Invest in stocks, ETFs, mutual funds, and options (including 2-,3-, and 4-legged spreads) Manage cash with transfer money, check deposit, and bill pay View Bloomberg TV®, third-party research, and breaking news ...

Perth, WA, Australia

eWRAP

There are two types of eWRAP accounts: Asgard eWRAP - Investment is an account that is used for your general (or non-super) investments. It provides a convenient way for you to ‘wrap up’ your managed investments, shares and your choice of cash account into one portfolio. Asgard eWRAP - Super/Pension: the eWRAP......

Baltimore, MD, United States

Facet Wealth

Why Facet? Achieve a more prosperous life by working with a dedicated CFP Professional at an affordable price. Start your journey today At Facet, you work with a dedicated CFP Professional – not a call center – on what’s important to you. We provide a complimentary goal setting and financial analysis session with a CFP Professional......

relevant regions
New York, NY, United States

Farther

What We Do Exceptional wealth management was previously only available to those who had already built generational wealth. At Farther, we wanted to take the best parts of that experience and make it accessible to busy professionals, like you. We built a wealth management platform where you can start taking control of......

Fairfax, VA , United States

Financial Advisors Directory

While financial planning may appear to be extremely difficult, the real challenge is actually finding the right financial advisor. Once you find a suitable match, you will be on your way to achieving your financial goals. WiserAdvisor helps ease the daunting task of trying to find the best financial advisor or......

relevant regions
Paris, France

Finary OS

Multi-asset tracking Forget about spreadsheets, Finary handles all investments: Stocks, Crypto, Real Estate, and even your Gold bars. Values are automatically updated in real-time. Secure by design We apply Bank-Level security. We don't store your banking credentials and have read-only access. We cannot move funds or initiate transfers. Your data is only accessed......

Teddington, United Kingdom

Find an Adviser

Independent service VouchedFor is an independent service that lets you find, rate and review financial advisers. Genuine reviews We verify the identity of all reviewers, and never remove or edit bad reviews. Verified professional We only list financial advisers who are authorised by the appropriate governing body and who pass extensive checks....

relevant regions
London, United Kingdom

findaWEALTHMANAGER.com

How it works Use our smart technology to get direct access to the best professionals from the leading firms who commit to best practice and better value fees. The right firms Not all firms are the same. We make it easy for you to generate a short-list of firms that are right for......

relevant regions
Berlin, Germany

Finoa

Multi-asset productivity We enable the full range of financial services for Digital Assets: custody, staking and trading, all-in-one platform to maximize your returns anytime from anywhere. Custody Warm storage We keep your Digital Assets accessible while cryptographically secured through our unique “Warm-Storage” technology – withdrawals are a matter of seconds (not hours!) Gold standard We shield......

relevant regions
Banglore, India

fisdom

Easy Setup Paperless registration on app and web We have a completely paperless process for KYC registration and Investment on both app (Android & iOS) and web No lengthy questionnaires We believe in simplicity. fisdom platform is very easy to access without any lengthy questionnaires and jargons. Simple choices and recommendations We recommend the top performing......

relevant regions
San Francisco, CA, United States

Fixit

Fixit helps teams manage repairs and projects. By utilizing mobile cameras to track day-to-day problems, the app visualizes the reporting, assigning, and verifying of maintenance issues. With Fixit, team members can carry out necessary procedures and communicate their progress to others, all while maintaining the high standards their properties demand.  Schedule......

London, United Kingdom

for Families

Major life events Whether you have a newborn, are just retiring or planning for end-of-life, it’s never too soon (or too late) to start digitising and organising your family’s information. Natural disasters The last thing you want if you’re evacuating ahead of a fire, flood, or any other sort of emergency is to......

New York, NY, United States

For Individuals

Will & Trust Create a free will or trust to support the people and causes you care about most even after you’re gone. Who is this for? Everyone should make a will or living trust, regardless of wealth. Having a plan in place ensures that your wishes are known and saves your loved......

London, United Kingdom

Fortu Wealth

Global payments in all major currencies Fortu offers multicurrency payment accounts with easy access to financial services directly from your phone or the web. A dedicated team to meet your needs In addition to the Fortu platform, all clients have their own dedicated relationship manager, available to meet in person to discuss your......

San Francisco, CA, United States

ForUsAll

Lower your fees We don’t accept kickbacks or commissions, and are independent of any provider, so our one and only concern is that your employees retire comfortably. Our team has years of experience negotiating 401(k) plans, working to help you find the best deal for your business. Automate plan administration Save time and......

relevant regions
Singapore, Singapore

fundMyLife

fundMyLife is a platform that intelligently connects consumers with financial advisers based on the financial planning questions that they ask. Consumers can also browse financial advisers'​ profiles and client reviews that establish credibility and expertise. Our vision is to empower consumers to make financial decisions confidently....

Washington, DC, United States

Fundrise

For years, individuals have been limited to investing in public stocks and bonds. Now, for the first time ever, you can invest like a billion-dollar institution by diversifying into private market real estate investments. Here’s what you get when you invest with Fundrise: Access - to a once-unattainable investment class Performance - better expected returns through......

relevant regions
London, United Kingdom

Genuine Impact App

Stocks & fund research, professional comparison of thousands of stocks and funds, in a digestible format. Investment insights, updates and analysis from top investors including BlackRock, Vanguard and Fidelity....

relevant regions
Geneva, Switzerland

Gold Avenue

Proudly supported by industry leaders, Gold Avenue only offers products coming from the most reputable mints. At Gold Avenue, we are committed to providing a trustworthy and accessible service to all of our customers. We are on a mission to provide affordable precious metals to all, yet never at the......

relevant regions
Singapore, Singapore

Gotrade App

Grow your wealth Investing is one of the best ways to grow your savings over the long term - invest in the world's leading brands. Start with $1 100 share lots? Forget about it. You can now buy as little as 0.00001 shares with a minimum of $1. Invest in the US safely Gotrade and......

relevant regions
Singapore, Singapore

GrabInvest

Invest, earn, and spend—all through the GrabPay Wallet You don’t need a huuuuuuge amount of money to invest Maybe you’re just starting out. Or maybe you’re a seasoned pro who’s looking to diversify with something simple. With AutoInvest, you don’t need five figures to dive in. You can start investing with just......

relevant regions
San Francisco, CA, United States

Greenlight

Greenlight gives families and individuals control of their expenditures, investments, philanthropic goals and more. By consolidating communication, documentation, and due diligence Greenlight brings clarity and efficiency to the decision-making pipeline. Families and their teams can securely access critical information to make better decisions together. Highly customizable approval processes that adapt to......

relevant regions
Geneva, Switzerland

GWAP

We provide you tools and data to: Learn from the masters: Model portfolios based on institutional strategies. Know what to expect: Customize your investment strategy and backtest its performance Dry run: Paper portfolios to test your strategy in real life. We implement your strategy in your own brokerage account We maintain your strategy (e.g. rebalancing) We......

relevant regions
New York, NY, United States

Harness Wealth

We conduct extensive due diligence for each adviser and firm on our platform, capturing over 100 attributes for each including track record, fees, and internal governance. Our algorithm then recommends advisers based on this information and your personal profile. We curate an expert network In collaboration with our advisory council of former......

relevant regions
Great Falls, VA, United States

High Net Worth

Safeguard your interests Our dynamic platform facilitates communication, guaranteeing the secure sharing of sensitive information, and bringing fragmented teams together in one space. Real-time insightts EstateSpace gives you new insights without the administrative strain so you can easily govern your legacy, increase wealth, and reduce risk. With EstateSpace, your perspective is no longer......

relevant regions
Sydney, NSW, Australia

Hub24 for Investors

ASX listed and one of the fastest growing platforms in the market with over AU$10 billlion in funds under management.  HUB24 is not a bank and not part of a bank, so we can focus on connecting you and your adviser to a broad range of investment solutions for your......

relevant regions
London, United Kingdom

Hulgrave for Private Clients

What we do We provide easy-to-understand scores, monitoring tools and detailed analysis. We serve clients in Europe, America, Asia and Australasia. Portfolio health An independent, impartial assessment of returns, risk and fees. Alerts and notifications Receive notifications on significant portfolio changes. Peer comparison Compare your portfolio performance to the market and your peer group....

Gibraltar, Gibraltar

IFA Direct Home

Same day service IFA Direct Home will put you in touch with an advisor in under 24 hours. The first call's free The initial chat will allow the advisor to develop an idea of your needs and it won't cost you anything Transparency, transparency, transparency All of our advisors are straight-up about fees. There are......

relevant regions
Scottsdale, AZ, United States

iFlip

We are here to "flip" the wall street investing world on its head in favor of the individual investor (you). For decades major financial institutions have controlled the investing market with professional mathematical tools. These strategies have always given them a leg up on the average investor (i.e. us) in......

relevant regions
Perth, WA, Australia

Infinity eWRAP

Infinity eWRAP suits those investors who are just starting on the journey to build their wealth, or those with specific investment needs. Infinity eWRAP is a customisable platform that can be tailored to your unique needs. Together you and your adviser select the features and investments that you need from the......

relevant regions
Singapore, Singapore

Kristal.AI

An investing platform for the global investor! We are an AI-powered digital wealth management platform. We offer our customers a curated basket of diverse portfolios, carefully selected by our investment committee with a cumulative 120+ years of experience in international markets. Consistent returns Our flagship portfolios, branded as Kristals, are known for their......

relevant regions
Mountain View, CA, United States

LifeSite for Families

Natural disasters The last thing you want if you’re evacuating ahead of a fire, flood, or any other sort of emergency is to be hunting for your passport or insurance documents. Caregiving LifeSite makes sure everything related to your loved one is in one place and always securely accessible, so everyone involved in......

Singapore, Singapore

LU Global App

What are private market investments? Investors seek out private equity funds for potentially superior returns. Such funds also provide diversification from public markets which are more prone to volatility caused by investors’ sentiments. Most private equity firms are open to accredited investors or those who are deemed high-net-worth, and successful private equity managers......

relevant regions
Zug, Switzerland

LyCI

Why buy the LyCI Service Token? Take a position in the market Rather than choosing “the next Bitcoin”, take a position in the market, focusing on those projects that together are likely to succeed – even if some do not make it. Simple, accessible and tradable – an ERC20 token The LyCI Service Token......

relevant regions
Sydney, NSW, Australia

Map My Plan

Tell us about your current situation Answer five quick questions about your current financial situation and we'll recommend some initial financial goals to get you started. Review your goals Your dashboard will show the goals we recommend for you plus the goals you can use to increase your financial fitness into the future. Once......

Chesterfield, MO, United States

MarketRiders

Reduce your investment fees, manage the account yourself, and retire with more. The trusted portfolio management software since 2007  Since 2007, MarketRiders has helped investors like you avoid unnecessary fees so you keep your money where it belongs: in your account and growing. Get a low-cost, diversified portfolio that protects you from shifting markets. Notifications......

London, United Kingdom

Marque Profile

In the modern world, your first impression is usually a digital one. Our opinions are formed based on the material we find online. This can be an asset if you are in control of the information displayed when you are searched for on the web. A Marque Profile allows you......

relevant regions
Boston, MA, United States

Maxifi Planner For Households

MaxiFi Planner takes the guesswork out of financial planning, allowing you to build a lifetime financial road map using all your financial data. It shows you lifetime and annual projections of your income and spending so you can see how you can make your money last and maintain a stable living......

Boston, MA, United States

Maximize My Social Security For Households

The program has been highly ranked by The Wall Street Journal, acclaimed by the New York Times, and featured in virtually every other top media outlet. Accurate and comprehensive. The advanced software addresses the important details that free calculators can’t manage and competitive software doesn’t include. It’s easy to use—gives clear instructions......

New York, NY, United States

MaxMyInterest for Individuals

Earn more with Max Online banks have lower operating costs, and they pass on these savings to depositors in the form of higher rates. Max intelligently optimizes your balances each month in search of the best prevailing rates. With Max, you can earn up to 2.50%. That’s 2.10% to 2.30% more than......

Mountain View, CA, United States

Mint

Budgets? You betcha Easily create budgets, and see our suggestions based on your spending. Bills? Done Track your bills like never before. Get alerts when it's time to pay so you never miss one. Credit? Check Find out yours for free and get tips to help improve it, no credit card required. Effortlessly stay on top of bills At last, your bills and money are......

Vancouver, BC, Canada

ModernAdvisor

Tried and tested methodology We combine Nobel Prize winning research with smart algorithms and expert analysis to find the optimal investment portfolio for you. 1/2 the fees of traditional advisors Smart technology, online meetings, and centralized operations allow us to keep your costs low without sacrificing service or the quality of advice. Safe and......

relevant regions
London, United Kingdom

Moneybox

Moneybox makes it easy Sign up in minutes: Open an account in minutes from your mobile phone. Choose from our range of accounts, including a Stocks & Shares ISA, our market-leading Cash Lifetime ISA, Savings Accounts, Personal Pension, GIA and JISA. Start with £1: The minimum contribution for all our accounts is......

relevant regions
Sydney, NSW, Australia

MoneyBrilliant

All your money in one place on any device Connecting your accounts enables you to get a complete view of your money that will help you understand where you really stand. Connect bank accounts, credit cards, loans, mortgages, superannuation and even loyalty cards. Connect to more financial institutions Most of us have more......

Edinburgh, United Kingdom

Money Dashboard

Money Dashboard is a personal financial assistant that shows you exactly where money goes and helps you make better decisions. Use it to connect to all your current accounts, savings accounts and credit cards from whichever institutions you bank with, all together in one secure place. Dashboard You'll have all the information......

relevant regions
London, United Kingdom

Moneyfarm

Pension Investment advice to rely on. Fully-managed portfolios, simple transfers and more. Supplement a workplace scheme or bring old pensions together. Planning for your future is simple with the Moneyfarm Pension. Stocks & shares ISA A tax-efficient way to invest in a fully-managed portfolio, Moneyfarm can take you closer to your goals. The......

London, United Kingdom

Multiply

What do you need help with? Big-picture planning See how the important parts of your life and finances fit together, from investments and savings to life insurance and pension Monthly action plans Get up-to-date guidance that adapts to you to keep you on track every step of the way Unbiased product recommendations Discover financial products that......

relevant regions
Crawley, United Kingdom

Munnypot

You can leave it to us to: choose your investment plan check on its progress invest your money tax-free through an ISA invest your money tax-free through a Junior ISA on behalf of a child invest as much as you like in a General Investment Account ...

relevant regions
Royal Leamington Spa, United Kingdom

MyEva

Expert Digital Financial Guidance – The MyEva vision  MyEva helps employees to understand their personal financial wellness and then professionally guides and supports them to take control of their financial wellbeing and develop a mindset geared towards achieving their own personal life goals. The vision powering MyEva is simple yet radical: Bridge......

relevant regions
London, United Kingdom

Netwealth

Financial planning Plan for each of your financial goals using our intuitive online tools or by working with one of our qualified advisers. Investment management Professional portfolio management provides the core of your investments with ongoing monitoring and rebalancing to help achieve your goals. Outstanding client experience Portfolio construction tools and seamless administration, whether online......

Melbourne, VIC, Australia

Netwealth Personal

Manage your super and investments your way. Revolutionise the way you look at your wealth with Netwealth’s award-winning* online platform. Having access to your financial portfolio anywhere means you can control your wealth your way. Interact with your super and investments anywhere. Transact and view your performance, reports, tax statements and more......

relevant regions
San Francisco, CA, United States

Newday

Based in San Francisco, Newday is a vertically-integrated, technology-enabled Asset Manager for Impact Investing. Newday provides affordable, transparent, and easy-to-understand impact investment solutions available to the mass market. Start investing in minutes The companies in your portfolio are leaders in environmental, social, and leadership policies. We'll help you get started. Build your own impact portfolio Choose......

relevant regions
London, United Kingdom

Nutmeg

How Nutmeg works Set your goal Decide how much you want to invest and the risk level that’s best for you. Choose how to invest Pick an investment style, and a product - then decide whether to invest it all straight away or drip-feed your cash into the markets. Leave it to us Our expert team......

London, United Kingdom

Octopus Wealth

Financial advice, without the faff An expert adviser, matched to your needs We'll pair you with a qualified adviser to keep your finances on track. Chat to them online, on the phone, or face-to-face. Get a tailored financial plan, geared to your goals Whether it's preparing for retirement, caring for your family or just......

relevant regions
Manchester, United Kingdom

OpenMoney

At OpenMoney, we want everyone to have access to affordable, high quality financial advice. Regardless of your experience or how much money you have, you should feel confident knowing you're paying fair price and that we're always acting in your best interest.  What we offer 24/7 Financial advice Get free financial advice online......

New York, NY, United States

Pefin

You’re unique, your financial plan should be too You know where you are going, but how should you plan to get there? More than savings goals, more than the stock market — you need to understand your entire financial future — simply. Pefin guides you through the priorities that matter — kids, college, a dream getaway, a new......

relevant regions
Wimbourne, United Kingdom

Pension Pathway

The Pension Pathway app provides retirees with an accurate and adaptable sustainable or ‘Personal Withdrawal Rate’ from their pension. Easy enough for an end-user to operate, automate as part of your client engagement programme or provide your advisers with this invaluable tool. All you need to do is: Enter starting balance Enter length......

relevant regions
Cayman Islands, Cayman Islands

Perseus Platform

A scalable platform across multiple asset types Programmable smart contracts enable completely novel fund types and token models enforced via the blockchain, examples include: Real estate Tokenize real estate and property development projects VC and hedge funds A blockchain-based VC fund gives access to investors anywhere Commodities Tokenized commodities allow for global 24/7 markets Private equity Create novel revenue......

relevant regions
Redwood City, CA, United States

Personal Capital

Every investor is unique. That’s why we offer access to registered financial advisors, along with free tools, to help you build a personalized portfolio. Our approach includes tax optimization, our proprietary smart weighting strategy, and dynamic portfolio allocation. We also offer socially responsible investing options at no additional cost. The personal strategy Tax......

relevant regions
Toronto, ON, Canada

Planswell

3 minutes later, you look like a genius Almost no one knows what to do on a monthly basis to maintain their lifestyle. Most will experience a significant lifestyle decline when they put their kids through school, when they retire, or because of something unexpected. Your plan will give you clear recommendations......

relevant regions
London, United Kingdom

Plum

Bank, meet Plum. Give your bank a brain. Plum uses the latest technology to help you be better off, effortlessly. Go on, give yourself a high-five  Link your bank(s) Plum analyses your transactions daily to learn about your income and spending. Plum automatically sets money aside Every few days, Plum does the maths and transfers......

relevant regions
Sydney, NSW, Australia

Pocketbook

Get started with Pocketbook Looking after your money is a chore. Pocketbook uses computing power to make it super simple. Create your PB account Add your bank accounts Track, budget and save money Track exactly where your money is going Pocketbook automatically organises your spending into categories like clothes, groceries and fuel – showing you where......

relevant regions
pfaffikon, Switzerland

Portfolio Solutions

Take control of your portfolio. Track and manage all your cryptoassets in real-time, analyze performance and never miss a market opportunity. Customize your own dashboard to best suit your business needs. Build custom dashboards Multi-source integration P&L monitoring Report creation Risk visualization Automated market alerts ...

Boulder, CO, United States

Positivly for Individuals

We get to know you across four type indicators and feed the information back to you. Purpose--invest to find a deeper sense of meaning and purpose. Security--invest to provide physical security and peace of mind. Touch--link investing and our desire for meaningful relationships. Viewpoints--Invest in themes you see changing the world. ...

relevant regions
Arlington, VA, United States

Power E*TRADE

Charting tools that automatically populate charts with technical analysis patterns and education Easily understand the probabilities of an option trade at a glance Advanced intraday and historical charting with 100+ studies, 30+ drawing tools, and many chart types Risk analysis tools that help you translate the options Greeks into plain English ...

Arlington, VA, United States

Power E*TRADE app

Quickly trade stocks, ETFs, simple and complex options, and futures on a single trade ticket Execute options strategies using the customizable options chain, along with custom and four-legged spreads Spot potential trades with interactive charts and the most popular technical studies View market movement with streaming quotes, news, earnings, dividends, depth view, gains,......

London, United Kingdom

PrimaryBid

It's simple Create an account with us and access share offerings either via your desktop or the PrimaryBid mobile app. It's free We receive a fee from the companies we raise capital for, so we don’t charge you a commission and you don't pay stamp duty. It's fair We provide equal access to new share......

relevant regions
San Francisco, CA, United States

PRISM Ratings™ for Individuals

Make time work for you, not against you Many investors hope that time will work for them, and not against them, but hope is not much of an investment strategy. If you are living off your investments, or hoping to, you must become a steward of time and risk. The alternatives......

relevant regions
Hong Kong, Hong Kong

Prive Digital Advice

Products Goal-based wealth planning Empower clients and advisors with a platform to construct portfolios around a client risk profile and financial goals Portfolio proposal comparison Provide your salesforce with an award-winning portfolio simulation tool to substantiate your product recommendations through real-time impact analysis. Tailor investment proposals and illustrations in a manner of seconds. AI portfolio......

relevant regions
Hong Kong, Hong Kong

Prive Digital Engagement

Products iEngage An innovative sales tool that uses content as a delivery mechanism for distributing sales ideas and promotions to clients. iEngage can potentially increase product or promotional opportunities via targeted marketing to clients. Wealth in Asia A digital client acquisition and engagement solution for the wealth management industry that is revolutionising how clients......

relevant regions
Hong Kong, Hong Kong

Prive Digital Portfolio Management

Products vFunds Virtual Funds (or vFunds) gives you the ability to package in-house intelligence and strategies wrapped into a virtual fund. It provides clients with easy-to-understand investment ideas, thematic or qualitative, and the client portfolio will not only show a list of securities but also a collection of ideas and themes they......

relevant regions
Preston, United Kingdom

Profile Pensions.

How our service works 1.Sign up Sign up to allow us to track down the details of your pensions; performance, value, charges, flexibility and how it is invested (i.e the mix of cash, bonds and equities/stocks/shares). 2.Receive a personal recommendation If we can make improvements to your pension we’ll recommend transferring into a new......

relevant regions
Sydney, NSW, Australia

QuietGrowth Australia

What we do QuietGrowth manages your investments in Individual, Joint, SMSF, and Trust accounts for optimised returns. We are a low fee, automated, online investment manager. We are a financial adviser providing digital advice. For as low as 0.4% annual QuietGrowth fee, benefit from our advanced investment management service. Benefit from the......

relevant regions
Sydney, NSW, Australia

RAIZ

Round-ups Invest the change from your daily purchases and see how quickly it adds up. Recurring Set recurring daily, weekly or monthly investment amounts to set aside more. Lump sums Invest a lump sum into your account and let our technology help you grow it. Smart portfolios Raiz constructs and optimises 6 diversified portfolios with help from the......

relevant regions
Palo Alto, CA, United States

RealCrowd Platform

RealCrowd is for serious investors. Our mission is to transform the real estate crowdfunding industry by giving investors the same direct and free access to commercial real estate that institutions, pension funds & university endowments have always had. Why? Because we believe commercial real estate offers benefits to investors that no other......

relevant regions
Austin, TX, United States

Realized

01 The gap in wealth management? Investment properties Investment property wealth isn’t managed with the same discipline as stocks, bonds, or other traditional asset classes. This management gap hurts after-tax returns and creates unnecessary risk of losses. Why? 02 Investment property wealth management. Only with realized Realized bridges the gap between investment property......

relevant regions
London, United Kingdom

Revolut

Cut unnecessary costs Save on rubbish exchange rates, cross border transfers and other fees. Traditional banks charge you unnecessarily — we will not. Make accounting painless Accounting is important, but so is your sanity. Take stress out of bookkeeping by eliminating unnecessary bureaucracy and paperwork. Free up time for growth Don't waste time on grinding,......

relevant regions
Menlo Park, CA, United States

Robinhood

Stocks Invest in companies you love and build out your perfect portfolio. ETFs Diversify your holdings by buying into a bundle of stocks in a single investment. Options Choose to go long on stocks you believe in and short the ones you don’t. Crypto Tap into the cryptocurrency market to trade Bitcoin, Ethereum, and more, 24/7. No manual needed Intuitively designed for......

relevant regions
Dubai, United Arab Emirates

Sarwa

Time-tested strategy, game changing technology Make the most of your money by putting it to work. Whether you're new to investing or a seasoned pro, Sarwa does what is right for you and your money. We help you reach your goals faster by providing you with a suite of services that traditionally......

relevant regions
Costa Mesa, CA, United States

SaveDaily

Key industries we serve Insurance companies Insurance companies are a perfect fit for our mutual fund investing platform. Financial services Invest in a variety of mutual funds from your checking or savings account. Retail banks All record-keeping requirements and provide a integrated experience.. Global employer groups Handling all your employment needs with ease.. Leading technology & innovation SaveDaily, south of......

relevant regions
San Francisco, CA, United States

Schwab Intelligent Advisory

What you get with Schwab Intelligent Advisory: Interactive, online planning Plan for retirement, college and more. Connect your financial accounts (401(k)s, 529s, IRAs, mortgage, etc.), and find out if you're on track to meet your goals. Start the online planning tool with no obligation, and create a view of your financial future. Access to......

relevant regions
San Francisco, CA, United States

Schwab Intelligent Portfolios

Schwab Intelligent Portfolios is a fully automated investment advisory service that can make you rethink how you invest. Helps you set, track, and work toward your goals. Automatically projects a sustainable retirement income stream based on your stated goals. Automatically monitors and rebalances your portfolio. Lets you take advantage of tax-loss harvesting. Allows you to......

relevant regions
Bengaluru, India

ScripBox

Get started: Begin your investment journey Start an SIP Best equity and debt mutual funds Build wealth Top equity mutual funds for long-term goals Save smart Beat FD returns with the best debt mutual funds Save tax Top ELSS funds — the smartest way to save tax Achieve life goals Customised plans for retirement, child education & more ...

relevant regions
San Francisco, CA, United States

Secfi

Secfi is the pre-wealth advisor for startup employees. Figuring out what to do with your equity-based compensation is complicated and expensive and is therefore ignored and neglected. Secfi makes handling startup equity compensation simple and affordable. We build technology that helps employees make the right decisions for their equity compensation.......

relevant regions
Surrey Hills, VIC, Australia

SelfWealth Platform

Why change to SelfWealth? We'll save you and your clients time and money with innovative new tools, allowing you to concentrate on the important elements of your business. Create model portfolios Our innovative model portfolio functionality allows you to create up to five model portfolios based on your clients' risk profiles. Famous $9.50 brokerage Take......

relevant regions
Arth, Switzerland

Selma

Get the happiest digital personal investor to take care of your investments for one monthly fee. Your investments + your life = always a match  A no-brainer way to invest. Add more money whenever you like. Your money secured by a Swiss bank account Smart trading done for you 365 days / year Transparent prices &......

relevant regions
Claymont, DE, United States

Silver

Empower your retirement plan Find best-in-class calculators and education to answer your retirement questions, validate your existing plan or create a new one. First-of-its-kind retirement score Get confident in your retirement plan! Silvur’s patent-pending software will find down to the year and month how long your money will last in retirement.  Premium retirement calculators......

relevant regions
Zurich, Switzerland

Simplewealth

The simple way to invest 0.5%. Simple like that. For accounts of CHF25,000 or more, our fee is 0.5% per year! This 0.5% annual fee is based on the value of your account and is charged monthly. For accounts under CHF25,000, our fee is CHF10 per month and your first calendar......

relevant regions
Melbourne, VIC, Australia

Six Park SMSF

Six Park and our SMSF partner, Heffron, believe in transparency and making the complex seem simple. Six Park provides smart investment management, while Heffron takes care of your SMSF administration. Smart technology reduces the time involved in managing your own SMSF, and gives you world-class investment advice and management, all......

New York, NY, United States

SmartAdvisorMatch

We make it easier to find a financial advisor We are committed to bringing you the most accurate and comprehensive understanding of financial advisors so you can comfortably find the right one for you. Who we are SmartAdvisor Match is a solution brought to you by the award-winning team of experts at SmartAsset,......

relevant regions
San Francisco, CA, United States

Source

Collaborate with everyone in your life across the globe. With granular permissions connect trusted sources, teams, and family to ensure everyone has appropriate access to the information they need.  Source provides a secure, single point of access to important information across family operations. The familyʼs trusted professionals can collaborate and communicate......

relevant regions
New York, NY, United States

Stash

From budgeting to saving for retirement, Stash unites banking,1 investing, and advice in one app that helps over 5 million people reach their financial goals—all for one low monthly price. Stash can give you everything you need to manage your money and get more out of your paycheck. Here’s how Stash......

relevant regions
New York, NY, United States

Stockal

Make use of the best global opportunities Invest in companies you know and love, from all around the world US stock markets are home to some of the fastest growing companies in the world. Grow your wealth with the brands you like and the products you use all the time. Participate in futuristic......

relevant regions
Jakarta, Indonesia

Stockbit

More Informative Get good investment ideas from the discussion and analysis of experienced investors' stocks. Faster Information spreads faster with the help of the Stockbit community. With Stockbit, you will be more updated with the latest information. More fun Investing will be more exciting with your friends and family. Share your strategies to complement each......

relevant regions
New York, NY, United States

StockTwits

StockTwits is the largest social network for investors and traders, with over two million registered community members and millions of monthly visitors. StockTwits was founded in 2008, with a mission to connect regular investors and traders with each other so they can profit, learn, and have fun. While StockTwits started as......

relevant regions
London, United Kingdom

SupraFin Platform

Should you only buy Bitcoin or a cryptocurrency a friend recommended to you? The SupraFin platform helps individuals buy cryptocurrencies in a smart, automated, transparent, simple, and customized way. Create a portfolio of crypto smartly and effortlessly The platform leverages its proprietary risk models to select and recommend the best cryptocurrencies, by......

Lausanne, Switzerland

SwissBorg Wealth App

Analyse and exchange, all in one app Understand your wealth with portfolio analytics, that clearly shows when you are making money, and when you are paying fees. ‍ With a simple overview of your profits, fees, asset allocation and historical balance, the Wealth App’s portfolio analytics gives you the insight you need to......

relevant regions
Madrid, Spain

TechRules Investment Tools

1. Build Portfolio manager Improve your investments with our advanced financial tool. T-report The high-quality analysis of any holding. Investment planner Seven different goals to meet you investment objectives. Optimiser A professional feature to improve the portfolio performance. 2. Monitor Portfolio watchlist Create your own list of different assets. Alerts Receive relevant notifications on your positions. 3. Find Investment opportunities Discover a selection of interesting securities......

Hawthorn, VIC, Australia

The OpenInvest Marketplace

Open to all so you can get comfortable with the thought processes of professional investment managers insights into a wide range of investment topics from their subject-matter experts what investing is really all about  How it works OpenInvest gives you access to leading investment management companies and their extensive resources. Each investment manager offers four portfolio......

Salisbury, United Kingdom

The Wealthtime Private Client Service

The Wealthtime Private Client Service enables funds to be invested very much as you and your financial adviser wish. You can choose from a wide range of retail investments such as stocks, shares, deposit accounts, OEICS and Unit Trusts. These are available from fund managers and investment providers in the UK,......

relevant regions
London, United Kingdom

tickr

Our mission 1. Make investing accessible. Getting started with investing can feel daunting, and it’s difficult to know where to start. But that’s because it’s been designed to feel scary and not relatable. That’s what we want to change. 2. Help you grow your savings whilst doing good. We don’t believe that you should......

relevant regions
London, United Kingdom

Toggle Copilot

Use data to your advantage. Copilot sifts through billions of data points so you don't have to.  Easy to connect Copilot is integrated with major investing platforms in the US, Canada, and the UK. Connect with a single click. Your portfolio in one simple view Copilot gives you daily updates on your holdings. Get instant alerts to portfolio vulnerabilities. Daily......

relevant regions
London, United Kingdom

Toggle Pro

Insight TOGGLE Insight delivers a customized feed of highly curated investment insights, directly to your inbox and homepage. Compass TOGGLE Compass allows you to test hypotheses in just a few clicks, like “What happens to oil after a crash”. Portfolio TOGGLE Portfolio X-rays your holdings, helping diagnose problems while also providing remedies....

relevant regions
Burlingame, CA, United States

Tora Execution Management

Execution management Access the very latest multi-asset broker algos and trade across a variety of asset classes such as; global equities, ETFs, Baskets, Futures, Spreads, Options, FX spot, FX swaps, FX forwards, NDFs, CFDs and Commodities. Features Easy-to-use interface with unmatched flexibility to suit your trading workflows Access a broad network of brokers and......

Berlin, Germany

Trade Republic

Why Trade Republic 01 It's easy. Make investments with just three taps. 02 It's fast. Open an account in minutes. 03 It's free. No trade commission, just one euro of external costs. Savings plans No interest in low interest? Grow your money long-term, with 4,000 savings plans. Stocks & ETFs Get your share of the market. Invest in 9,000 stocks and ETFs. Derivatives Want to hedge the market? Trade long......

relevant regions
Singapore, Singapore

TradeView™

TradeView is a powerful financial workstation for the retail trader. Incorporating all the standard pre-trading tools the retail trader needs, including a wide variety of market information such as financial quotes, prices, news headlines and charts, this versatile application also offers a set of advance tools such as OLE functionality,......

San Francisco, CA, United States

Trading for Investors

Trading for individual investors Get easy access to private market investment ideas with the data and insights you’ve been searching for to help you make informed decisions. Take advantage of our free online marketplace platform where you can access price trends, understand potential value, and express interest in shares. We connect......

relevant regions
San Francisco, CA, United States

Trading for Shareholders

We work with all types of institutions to build new connections and facilitate private market transactions. Through our global relationships and insights gleaned from our proprietary data, we make smarter decision making easier. Whether for new direct investments, add-ons to existing holdings, or to trim a position, we’ll tailor our......

relevant regions
San Francisco, CA, United States

Truebill

1. Get the app Financial control at your fingertips. In minutes you’ll see why we have a near 5 star rating. Now available on Apple and Android. 2. Connect your accounts Truebill uses bank-level security with 256-bit SSL encryption. Rest assured, we take security very seriously. 3. Take control & save Truebill magically gives you......

relevant regions
London, United Kingdom

TrustVault Personal Account

A safer and faster way to send, receive and keep your cryptoassets. BTC, ETH, ZRX, HOT, BAT, MKR, OMG, REP and LINK supported. Your account is highly secure Your phone is paired with the private keys of your accounts, which are encrypted and stored in secure hardware (HSM’s). This ensures high levels of security, even when......

relevant regions
Mountain View, CA, United States

TurboTax

How TurboTax works You answer simple questions. We do all the math. Simply tell us about your year, including what you do for income, if you have kids, if you own or rent, and if you made any charitable donations. We’ll guide you through every step. Capture your W-2 in a snap Get a jumpstart on......

relevant regions
London, United Kingdom

Unbiased

At Unbiased we aim to ease the pressure of growing your business. We’ll find new customers matched to your needs and give you the tools to manage them all in one place. Helping you to grow your business and manage your customer relations efficiently. Choose the plan that suits you best, then personalise your profile to attract customers that are right......

relevant regions
Singapore, Singapore

Up

Unleash possible Our cloud-based solution has been deployed in Singapore, Hong Kong, the Philippines, the UAE, and Switzerland. Offering do-it-yourself and collaborative online planning platforms across three distinctive customer segments. The future at your fingertips Up is a free, do-it-yourself, life-planning platform that enables users to reimagine the future and unleash new possibilities......

relevant regions
New York, NY, United States

Utluna

Empowering active investors Utluna delivers a sophisticated and customizable, yet hassle-free, portfolio monitoring web-app to help both professional and individual investors make better-informed investment decisions. Utluna helps with the design and execution of investment strategies as well as the mitigation of cognitive biases Seamless integration with 70+ financial institutions Comprehensive asset aggregation Effortlessly gather an......

relevant regions
Palo Alto, CA, United States

Wealthfront

Earn more interest on your cash, get advice on how to manage your savings, and automate your investments at a low cost. Grow your savings faster: A cash account that works as hard as you do 2.32% APY. FDIC-insured up to $1 million. Unlimited transfers. No fees. Our Cash account is a secure......

relevant regions
Montreal, QC, Canada

Wealthica

Personalized for you Get real-time snapshots of all your financial accounts, recent transactions, portfolio holdings and account details in one place. Whether you are a small investor, a wealthy millionaire or a family office, Wealthica effortlessly tells you what is going on with your money. Secure your financial life In addition to being......

relevant regions
Montreal, QC, Canada

Wealthica for your Monthly Budget

The Budget Wizard Wealthica’s Budget Wizard is a free personal finance tool that lets you instantly track your expenses. You can track your monthly income and spendings, categorize these spendings and income transactions, control your budget and set goals for each category. Know how you spend your money to more effectively......

Penarth, United Kingdom

Wealthify

Why Wealthify? We want to help make your money work harder. It’s simple – you choose what type of investor you want to be, from cautious to adventurous, and we’ll build you an investment Plan and manage it for you. There’s no minimum investment, and you can withdraw anytime with no penalties.......

relevant regions
Bangkok, Thailand

WealthMagik

WealthMagik is a private wealth management online service that is specially designed to help ordinary individuals manage their investments and finances by matching specific investor profiles with mutual funds that suit them best. The system can manage asset allocation and investment planning that retail investors can do by themselves, which......

relevant regions
Raleigh, NC, United States

Wealthminder

Wealthminder helps individuals research and connect with financial advisors available to meet their needs. These financial advisors specialize in financial planning, retirement planning, wealth management, tax planning, risk management, investment management, and all areas of financial planning....

relevant regions
London, United Kingdom

Wealthyhood

Manage your money your way: Create your personal fully-customizable investment plan in 5'. We'll guide you through your journey, with smart insights, visual tools, real-time projections & full transparency. No minimum investment, so you can grow along with your money. The cherry on top? IT IS FREE. No commissions, no trading costs, no custody......

relevant regions
San Francisco, CA, United States

WeFunder

We help everyone invest in startups that they care about. We believe that when all Americans can invest in innovation, the world will be a better place.  How is Investing on Wefunder Different than the Stock Market? It's much riskier Never invest more than you can afford to lose. Startups and small businesses......

relevant regions
London, United Kingdom

WiseAlpha

WiseAlpha provides trading and automated portfolio services for individuals and institutions to gain exposure to the corporate bond asset class Investor trust & independent oversight WiseAlpha employs multiple layers of investor protection to ensure the highest level of trust amongst our users. Global custodians and independent fractional bond trustee All assets are held with Bank......

relevant regions
Cleveland, OH, United States

Wizest

Today, over 50% of Americans are not investing in the stock market. Many see it as complicated, intimidating, and lastly–boring. Wizest wants to make investing more accessible, engaging, and consistent with today’s consumer expectations. Earn. Depending on their appetite for risk, new investors can anticipate returns between 3% and 16%, net of......

relevant regions
Zurich, Switzerland

Yova

1. Sustainable investing, for a better world The time is ripe. Invest in companies that make a difference in topics you care about. Renewable energies, gender equality, transport of the future? You decide. 2. Your vision, our expertise From A to Z, your investment strategy is tailored to your needs and your values.......

relevant regions
New York, NY, United States

Zoe Financial for Advisors

Grow your practice: Advisors see an average of a 3x increase in client acquisition. Why join Zoe? Save time Dedicate your time and resources to your clients. We take care of the rest. Powerful tools With Zoe, every step of your prospect to client experience is smoother and more effective. Track your progress and hone......

Knowledge Resources

Keep up-to-date with the most dedicated resource for wealth managers which includes relevant news, developments and industry trends.