Segment
Country
4 companies matching
Wealthbox
$31MWealthbox is a web and mobile CRM application for financial professionals.
WealthTech·Practice Management·United States of America
Asset Class
$15MAsset Class have been an amazing partner for Capital A, from start to finish.
WealthTech·Practice Management·United States of America
Zive AI
$1MZive AI revolutionizes fund management for VC managers with its AI-powered platform.
WealthTech·Practice Management·United States of America
Lenox Park Solutions
| Democratizing Access To Capital | Transforming Investments, Forwarding Humanity. Lenox Park Solutions is a built Cloud-based CRM and Investment collaboration software platforms.
WealthTech·Practice Management·United States of America