Companies

Remarkable access, diversification, liquidity, and estate planning for the world’s exceptional founders. Elevating private fund management

Quantopian inspires talented people to write investment algos. Select authors may license their algos to us and get paid for performance.

Innovative trading and education platform for leveraging the disruptive technologies emerging from the blockchain space. It is an alternative for those who want to benefit from the explosive growth of cryptocurrencies without the high risk and complexity that accompanies digital asset trading.

ErisX specializes in digital asset space that offers both spot and futures contracts on one platform.

Amberdata is a blockchain and cryptoasset data company that offers tools for exchanges, wallets, traders, and developers.

Invest in people and ideas. Dub is a financial technology company that offers a copy-trading platform, allowing users to mirror the investment strategies.

CNote enables corporations, foundations, and individuals to investment and make deposits into underserved communities.

The data-driven crypto investment platform. Powered by the Enigma data marketplace.

Scale trade partnerships with speed & confidence. Nuvo is a modern trade credit platform for B2B commerce.

Stockpile is the easiest way for beginners, including kids and millennials, to learn about stock, invest in stocks or to gift stocks.

We partner with leading organizations to build blockchain networks that transform markets.

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

Masttro is a financial technology company that provides wealth information solutions for high-net worth families and family offices.

Lively is a modern Health Savings Account (HSA) platform for employers and individuals.

Just2Trade, Inc. is an online brokerage company designed for traders to seamlessly trade on an intuitive interface for $2.50 per trade plus an additional $0.50 per option contract.

Nevis is an AI platform for wealth management that automates advisor workflows—meeting summaries, task generation, prep, search, emails, and account opening—so advisors spend more time with clients. Trusted by major firms, SOC 2 certified, uses enterprise AI

The premier full service SaaS + Services platform for professional single-family real estate investors

The blockchain platform for building decentralized marketplaces. We empower developers and businesses to build decentralized marketplaces on the blockchain. Our protocol makes it easy to create and manage listings for the fractional usage of assets and services.

Visible Alpha delivers a data and analytics platform with comparable forecast models from the world's leading equity analysts. A proprietary new dataset and suite of tools to enhance institutional investors'​ ability to generate quantifiable insight into the future fundamentals of companies.

Blockfills is an institutional digital asset liquidity provider.

We are The Advisor's TAMP, built for RIAs like you. Reach out to learn more about our solutions or request a live demo. GeoWealth is an end-to-end technology platform and turnkey asset management platform (TAMP)

Stacked is a smart automated crypto investing platform.

Element Finance offers BTC, ETH, USDC, and DAI at a discount, introducing high fixed yield income to the DeFi market.

YieldX introduces a fixed income investing with an end-to-end digital platform that powers personalization at scale.

Bumped allows users to receive shares of stock and securities from their favorite brands while they shop.

Compound is a family office for people who work in tech. Built by engineers who know what QSBS is and CFAs who know what APIs are.

Derivative Path offers a technology-led solution to assist banks and end-users in executing OTC derivatives.

Accern is a no-code NLP platform to help data scientists extract insights from unstructured data.

GROUNDFLOOR is a crowdsourced real estate investing and lending platform that makes private capital markets open to all.

Commonstock social network for stocks and crypto built on top of every existing brokerage

CoinRoutes is a crypto trading software provider.

Savvy Wealth is a technology-driven wealth management firm with an emphasis on building software.

FIDx provides retirement planning, wealth planning, financial advice, and planning services to protect individuals and families.

Compound is an open-source interest rate protocol that unlocks new financial applications.

A seamless and secure platform to invest in both stocks and cryptocurrencies.

Green Dot Corporation provides retail-based financial services for businesses and money management solutions for consumers based in the U.S.

Eckard Enterprises is an asset management company that focuses on providing families access to diverse, alternative investments.

Dinari issues 1:1 backed Real World Asset tokens of stocks, ETFs, bonds, REITs, and other assets on the blockchain.

Tidal Financial Group (Tidal) is a leading ETF investment and technology platform facilitating the creation, operation and growth of ETFs.

Vinyl Equity is a transfer agent building modern infrastructure and services for publicly traded companies.

Wealthbox is a web and mobile CRM application for financial professionals.

Tradier offers developers, trading platform providers and investors an innovative trading platform and a rich set of real-time APIs.

Allocate is platform that enables investors to discover and invest in high-quality venture funds.

Fundraising and Investor Reporting Platform for Private Equity, Venture Capital, RE, Credit Funds, Hedge Funds and Wealth Management

Strive is an investment firm focused on maximizing shareholder value by prioritizing shareholders over other stakeholders. They offer ETFs, 401(k) plans, and direct indexing services with a focus on corporate governance and shareholder primacy.

Swell is an impact investing platform that aims to deliver profit as well as purpose. ESG

Big Data and AI for financial trading

Standard Metrics is a financial platform for startups and investors.

Mediant is an industry-leading investor communications solutions provider. We power investor communications through intelligent technology.

Hashflow is a decentralized exchange platform designed for interoperability, zero slippage, and MEV-protected trades.

Capital markets built for the next digital asset cycle. Arbelos Markets provides unprecedented access and transparency to counterparties through powerful technology.

Marstone is an enterprise-ready digital wealth management and robo-advice platform. Powered by Marstone, our fully customizable and turnkey solution, enables banks, investment advisors, and other institutions to efficiently and affordably reach, acquire, and retain clients who seek straightforward digital advice for investing.

FairX works with industry partners to develop futures products that cater to the demands of active retail investors.

The new coprocessor for Ethereum. Move your DeFi assets into higher yields faster and cheaper.

The first ETF issuer to focus solely on helping investors seize opportunities in the fixed income markets. BondBloxx is an ETF issuer to focus solely on providing precision tools to help investors seize opportunities in fixed income markets.

The Web3 hub ushering in the next era of money. Nibiru Chain is the most developer-friendly and user-friendly smart contract ecosystem.

Flock Homes allows individuals to own rental homes through portfolio shares.

Atomic is a provider of personalized investment management services that lets companies embed investment accounts into their services.

Seed CX is an institutional digital asset exchange

Black Diamond Advisory is a global digital finance transformation firm and a Platinum Partner of OneStream Software.