Redtail CRM - Redtail is a web-based client relationship management solution for the financial advisors.

Acorns - Automated portfolio management monitoring your investments

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.

Wealthfront - Automated, low cost investment service

Simple - Simple is reinventing personal banking with modern online and mobile experiences, no surprise fees...

Ark7 - Choose a property and invest in shares