Salesforce Financial Services Cloud - Salesforce Financial Services Cloud offers CRM solutions for banking, insurance, and wealth management.
Lannister - Encrypted personal wealth manager and financial planner 👑
Simple - Simple is reinventing personal banking with modern online and mobile experiences, no surprise fees...
Digit - SMS bot that monitors your bank account & saves you money
SmartOffice - Whether you need to read that report from the office, present a PowerPoint presentation, or review that annual statement from your broker that came in PDF form, SmartOffice has you covered.
Empathize - Manage your credit cards & loan in 1 place