Companies

Stocktwits is a real-time financial communications platform for the financial and investing community.

The most secure meeting assistant for wealth advisors. Software for streamlining workflows for financial advisors

DirectBooks is a platform for primary bond issuance that streamlines communication between investors and underwriters, providing deal data and documentation. It aims to standardize and automate workflows to increase efficiency compared to traditional phone/email methods. Major banks participate along with over 500 investors.