Segment
Country
12 companies matching
Wealthbox
$31MWealthbox is a web and mobile CRM application for financial professionals.
Vega alts
$28MBuilding AltOS. Vega is to reshape wealth management by pioneering the use of advanced technology.
Mala'a Technologies
$19MMala'a Technologies is a finance management app that helps manage finances and provides recommendations on finances.
Asset Class
$15MAsset Class have been an amazing partner for Capital A, from start to finish.
WealthOS
$6MEnterprise, cloud native core wealth management SaaS. Launch and run superior digital wealth management propositions faster & cheaper.
Zive AI
$1MZive AI revolutionizes fund management for VC managers with its AI-powered platform.
Untap
$1MSaaS platform designed to optimise portfolio management and investor reporting within the Private Equity sector
Betterfront
Fundraising software for alternative fund managers and startups Betterfront is a vertical SaaS company dedicated to private equity and venture capital.
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.
Seegad
Asana + Toggl for consulting firms
Tide Spark
Tide Spark is an all‑in‑one platform for trades to run their business in chat: manage financials, projects, leads, and documents with real‑time reports. Specialized agents execute commands and provide instant results. Serves carpentry, HVAC, plumbing, electrical, and more. Demo and waitlist available.
Wealth Dynamix
Wealth Dynamix specializes in the provision of Client Lifecycle Management to the wealth management sector.