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 Providers145
  • Knowledge Resources9
Business Needs Filters
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Featured Solutions

Baar, Switzerland

Altoo For Private Wealth Owners

The Altoo Wealth Platform has been created from the ground up to alleviate problems and provide you with an intuitive interface to your total wealth. Designed to give you peace of mind that you trust and understand your data so that you can confidently make clear decisions from it. The platform......

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Wan Chai, Hong Kong

CIO Solution

Our CIO solution empowers Chief Investment Officers (CIOs), Portfolio Managers (PMs), and analysts with powerful tools to streamline portfolio construction processes. Users can effortlessly build, compare, test, share, and run numerous "what-if" scenarios, ensuring informed decision-making and optimised investment strategies. As the demand for customization and uniqueness in portfolio construction grows,......

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All Solutions

Limassol, Cyprus

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......

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Linz, Austria

Accointing

We started Accointing out of our own needs. 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 provides......

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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......

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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....

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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......

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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,......

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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......

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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......

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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......

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San Diego, CA, 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......

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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......

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London, United Kingdom

BCB Crypto

BCB Crypto is a high touch and high tech service for trading cryptocurrencies. We offer best execution and seamless daily settlement in all cryptocurrencies....

London, United Kingdom

BCB Wealth Partners

Comprehensive crypto assets solutions for private clients, providing efficient and secure access to the crypto market...

London, United Kingdom

BCB Yield

SOLUTION Inflationary global currencies make it hard to generate return. RETURNS Additional returns of 2% – 6% APY. HOW Choose to invest both fiat and crypto with the minimum term being 30 days. Customers are issued a 30, 60 or 90 day note which works in a similar way to a bond, generating a return much greater......

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....

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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......

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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......

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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.......

Coimbatore, India

Bullfinch Wealth Suite

Bullfinch Wealth suite is an integrated front, middle and back-office solution to manage the complete wealth management lifecycle. A comprehensive and customer-centric wealth and portfolio management system, which offers customers with interaction portal, fund manager utility, wealth, asset, and portfolio. The AI-empowered portfolio management system significantly transforms asset allocation, trading processes,......

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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......

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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+......

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New York, NY, United States

Carefull Answers

How-Tos, guides, and roadmaps Find useful answers in our original, expert-crafted guides, videos, and articles. Community support Ask your tough questions in the Carefull Community, and get real answers from those who have been there before. Weekly updates Stay informed with Take Care, our weekly digest with useful tips, real stories and ideas for families......

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New York, NY, United States

Carefull Guard

Carefull knows what to look for Built for the dangers we can't always see, Carefull keeps you organized and protected by catching and alerting you to unusual activity, fraud, and common mistakes that can lead to trouble. Get support from your trusted Circle Choose whether to include trusted loved ones or professionals by......

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New York, NY, United States

Carefull ID

Credit & identity alerts Catch fraudulent use of your credit or identity and take action immediately to stop scammers. $1 Million of identity theft insurance In case something does go wrong, stay covered with Carefull’s $1 million insurance promise. Live customer support Get support with assistance from Carefull’s Care Concierge: real humans to help you......

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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......

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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......

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Zürich, Switzerland

Collectors

The creation of a digital archive of these assets will enhance both value and transparency, enabling you to document, organise and make strategic decisions about your portfolio like never before. Designed with security and ease of use in mind, the ARTBANX Collection Management System is augmented by a sophisticated, proprietary......

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Zug, Switzerland

Crypto OTC Trading

Operating in the B2B & HNWI market, we assist financial institutions and organizations in managing their digital asset exposure, executing orders—both small and large—at superior exchange rates, and leveraging customized settlement options....

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Linz, Austria

Crypto Tax Calculator

Unrivaled Tools for Expert Tax Reporting Seamless Sync More than 100,000 crypto assets & protocols NFTs, DeFi, derivatives, commodities & more Connect via API, Public Keys or CSV upload Automatic Classification Auto-labeling & auto-matching for all transactions Advanced blockchain protocol recognition Active transaction fee handling Crypto Tax Optimization Actionable tax-saving opportunities Full tax-loss harvesting support Unrealized gains & losses overview Crypto Tax Reporting Supports country-specific tax rules Pre-filled tax forms......

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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.......

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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......

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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 -......

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......

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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 ...

Zurich, Switzerland

Everon for Clients

Your benefits Transparency at all times The app gives you the opportunity to see performance and goal achievement in real time. Excellent investment strategies Our investment approach is excellent. Everon has repeatedly achieved excellent results in independent comparisons and is one of the best Swiss asset managers. Personal support With us, you have neither chatbots nor......

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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......

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New York, NY, United States

Farther for Clients

Comprehensive care for your wealth today, tomorrow, and beyond Your money is connected to every element of the life you’re living now, and building for the future. Our holistic wealth planning and management services are designed to expertly guide you through every financial transition. A sophisticated wealth platform that makes your life......

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Zug, Switzerland

Figg

Financial & Physical Assets AI Powered Identification for Physical Assets, advanced intelligence to provide wealth insights, AI driven sentiment for portfolio and watchlist. Security We only use regulated vendors in the UK and the EU. What sets Figg apart? Built by seasoned bankers, Figg was built with functions and features that give you real control......

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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......

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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....

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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......

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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......

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Bengaluru, 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......

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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......

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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......

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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....

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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......

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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......

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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......

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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......

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London, United Kingdom

Gretel by IntelliTeq

We recognise that companies face a number of challenges resulting from a decades-long build-up of aged or poor-quality data as customers become disconnected. These issues have been exacerbated by statutory requirements – such as auto enrolment, an ever-increasing range of investment products entering the market and an increasingly mobile population. At......

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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......

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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......

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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......

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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......

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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......

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Jackson, WY, 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......

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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......

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Geneva, Switzerland

Invest Direct for an Investor/Angel Club

You wish to Get additional deal flow for your members (other development stage, industries, geography) to help them diversify their private markets allocation. Offer your members our assessment, valuation or Vendor Due Diligence services Your benefits Allow your members to access new investment opportunities Retain your investor base by giving them access to more mature......

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Geneva, Switzerland

Invest Direct for Professional Investors

Would you like to Diversify your asset allocation in private companies? get free access to our investment opportunities? Peruse our toolbox (assessment, valuation, vendor due diligence reports) for your own portfolio or to assess a future investment? Your benefits Access new investment opportunities Diversify your asset allocation Seamlessly transfer your investments with an ISIN ...

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Toronto, ON, Canada

Investipal for Everyday Investors

Portfolio Builder - Leverage our stock portfolio builder or ETF portfolio builder for your unique portfolio Thousands of Securities - Get access to over 10,000 North American stocks and ETFs Strong Security - Keep your money with your existing brokerages. No moving funds required. Advanced Analytics - Get in-depth portfolio insights to better manage risk Collaboration - Find pre-built......

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London, United Kingdom

InvestorAi

Social shift in demographics is driving a fundamental change in customers’ expectations from the wealth and asset management industry. Autonomy, self-service, transparency and on demand services require a more individual understanding of the customer and the traditional model of a human relationship manager being the sole connective tissue between the......

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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......

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London, United Kingdom

Life in Cache

How does it work? 3 easy steps to give you peace of mind. 1.Upload Complete the areas important to you and upload your documents. Birth Certificate, Passport, Driver’s Licence etc… Wills, Trusts and Life Insurance Health and Medical information Final wishes & funeral preferences and much more… 2.Secure Your data is safe with us. Using the latest security technology 2-Step authentication process Instant......

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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......

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......

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Chicago, IL, United States

Manifest for Participants

Using Manifest has its benefits Access our application and specialist day or night. We're ready to maximize your retirement savings! Responsive web app - Use Manifest on your phone, computer, or any device that's convenient Minimal effort - Save 6+ hours of effort, eliminate needless paperwork, and avoid days of confusion 24/7 support -......

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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......

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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......

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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......

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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......

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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......

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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 ...

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Royal Leamington Spa, United Kingdom

MyEva

Improve wellbeing Financial support for your people, whatever their life stage or situation. Digital guidance that gives every team member personalised support to help them understand their financial behaviours, take steps to improve their financial health and confidence. Online articles and video guidance Calculator, and ‘gaming’ tools to help people explore A financial health check......

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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......

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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......

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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......

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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......

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Greenwood Village, CO, 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......

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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......

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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......

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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......

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Toronto, ON, Canada

Portfolio Review

Tell us your goals and risk tolerance. We’ll do the rest. Put your money on autopilot Automatic deposits, rebalancing, and dividend reinvestment make sure your money is working hard, even when you’re not looking. Diversify your investments We invest your money in many different assets across the market — it’s a reliable way to......

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Linz, Austria

Portfolio Tracker

Track Crypto Like a Pro Seamless Sync More than 100,000 crypto assets & protocols NFTs, DeFi, derivatives, commodities & more Integrate via API, Public Keys or CSV upload Advanced Insights Profit & loss analysis Detailed portfolio performance metrics Crypto tax optimisation Data-Driven Decisions Real-time tracking Historical price feeds Comprehensive crypto dashboard Smart Assistance Advanced filtering options Automatic categorisation Automatic & manual transaction merging ...

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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......

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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......

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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......

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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......

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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......

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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......

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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,......

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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......

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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......

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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......

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Westlake, TX, 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......

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Westlake, TX, 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......

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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 ...

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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.......

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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......

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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 &......

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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......

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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......

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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,......

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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......

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Toronto, ON, Canada

Spend & Save

More interest than your everyday rate. 1% when you open a Cash account 3% when you direct deposit over $500/paycheque 4% when you have $100,000 with Wealthsimple Spend your money, reinvest your rewards Instantly earn 1% back in stock, crypto, or cash, every time you spend with your Wealthsimple card. Have your rewards automatically reinvested......

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London, United Kingdom

Sprout

Register Sign up for free to access the Sprout platform, news and updates. Verify Confirm that you are eligible to invest. Browse View information on our curated selection of funds to support your investment decisions. Invest Commit capital, sign transaction documents and transfer funds. Monitor Watch your venture capital portfolio evolve, and receive key news and performance updates....

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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......

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Singapore, Singapore

Stashaway

StashAway is the digital wealth manager that intelligently navigates macroeconomic data, not the market ups and downs. Our clients get similar returns to benchmarks with just a fraction of the risk. It's not magic; it's intelligent investing. StashAway personalises financial planning and portfolio management for the vast range of needs of......

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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......

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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......

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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......

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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......

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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......

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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......

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......

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New York, NY, United States

TOGGLE

Turn on Insights, turn off noise Toggle Insights have outperformed average retail investors by 18%. Get the right tools and supercharge your investing. 20/20 Vision - Get a comprehensive overview for over 35,000 assets Three out of four retail traders will lose most of their money within their first year. It's time to stop......

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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......

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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......

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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......

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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......

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Zurich, Switzerland

TrueWealth

How do your customers benefit from our investment solution? Delight your clients with innovative technology and a fully digital and transparent investing experience. Maximum convenience: Intuitive online wealth management solution integrated in any e-banking or other digital portal - accessible from desktop, tablet or mobile Account opening in minutes: Fully digital account opening in three......

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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......

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London, United Kingdom

Unbiased

Safe - Find qualified and regulated professionals Smart - Quickly connect to over 27,000 experts Free - We don’t charge you anything for our matching service We’ve helped more than 10 million people to find unbiased advice....

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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......

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Lausanne, 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......

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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......

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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......

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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.......

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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......

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Toronto, ON, Canada

Wealthsimple

Build your own portfolio with low fees Choose from thousands of stocks and ETFs. No account minimums, no commissions, and no nonsense. Advice on demand Our team of managed investing financial advisors are fiduciaries, meaning they’re obligated to offer only the information you want, not a sales pitch. Whatever you need, we’re here......

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Toronto, ON, Canada

Wealthsimple Tax

Maximum refund, minimum effort Our smart tools make your max refund a sure thing. Easily find every deduction and optimize your return. Find a better refund and we’ll give you back what you paid to file (up to $50). Conquer your taxes with confidence No matter your unique tax situation, Wealthsimple Tax will......

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Toronto, ON, Canada

Wealthsimple Work

Backed by Nobel Prize-winning research Research has proven that passive investing — tracking the market over time using a diversified portfolio — is the most reliable way to grow your money over the long term. Help employees save smarter Low fees - Employees keep more of every contribution. Group retirement plans typically carry fees in the......

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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
Zug, Switzerland

White-label OTC Desk

Based on its multi-year experience, FinchTrade is delighted to present a cloud-based software solution that allows financial institutions to offer its clients investing in and trading Bitcoin, Ethereum and other digital assets: Client web portal for onboarding and KYC Trading via GUI, API as well as automated bot in Telegram Connected aggregated liquidity......

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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.......

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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.