Wealthbox - Smart CRM for financial advisors
Riskalyze - Riskalyze is a quantitative system for identifying client risk tolerance, aligning portfolios to client expectations, and quantifying the suitability of investments.
Tillful - Tillful's mission is to unlock capital and increase access to credit for small business owners by using better data.
HiddenLevers - HiddenLevers gives genuine business insight to C-Suites of financial institutions, customers, and productivity from the whole firm right down to the individual’s business.
Railz - Build Financial SME apps using normalized Accounting data
Backstop Solutions - Backstop Solutions Group provides CRM software suites for investment managers, portfolio managers, hedge funds, funds of hedge funds, endowments, pensions, and more.