Founders Fund is a venture capital firm that invests at every stage in companies building revolutionary technologies. It has been investors, founders, and early employees of prominent technology companies. It has historically invested in a wide variety of sectors, including aerospace, artificial intelligence, advanced computing, energy, health, and consumer Internet.

Founders Fund

Sequoia is a venture capital focused on energy, financial, enterprise, healthcare, internet, and mobile startups. The firm helps a small number of daring founders build legendary companies. It spurs them to push the boundaries of what’s possible. The firm seeks to invest in all sectors with a focus on energy, financials and financial services, healthcare and healthcare services, Internet, mobile, outsourcing, and technology.

Sequoia Capital

Dorm Room Fund is the strongest community of entrepreneurial students in the nation. Built by students and powered by First Round, we provide founders with a strong network of investors, world-class mentors, and a $20,000 check.

Dorm Room Fund

Great Oaks is an early-stage venture investment firm that invests in seed and series a investments in tech-based startups. It was founded in 2005 and is headquartered in New York.

Great Oaks Venture Capital

S2 Capital is a micro venture capital fund that specializes in seed-stage investments. It was founded in 2014 by Samvit Ramadurgam and Sohail Prasad. S2 Capital is based in San Francisco, California.

S2 Capital

Contrary is a talent and research-driven investment firm. We back a small number of exceptional people and the companies they build.

Contrary

Dedicated to backing and mentoring founders.

Spearhead

The MBA Fund is a VC fund and network of founders, executives and investors committed to mentoring and investing in leading early-stage, student and alumni founders. The firm was founded in 2018 by Josh Hoffman-Senn, Hiro Tien, Sieva Kozinsky and Hansae Catlett.

The MBA Fund

ARRIVE is Roc Nation's venture capital platform.  Roc Nation is a diversified business founded by JAY-Z.  ARRIVE investments include Ethos Life, Robinhood, Noom, sweetgreen, Epic Games,  Workstream, Kopi Kenangan, SpaceX, Landis Technologies, Manticore Games, MSCHF, Whisper, and many more

Arrive

Bling Capital is a venture capital investment firm based in the San Francisco Bay Area, California. It primarily invests in consumer tech, internet, mobile, marketplace, data, fintech, SaaS, and automation sectors.

Bling Capital

Human Capital is a venture firm for builders. We believe ambitious builders turn great ideas into great companies. We invest in founders, teams, and startups that share this mindset. In the last 6 years, that mantra has led us to invest in 15 companies before they became unicorns, including Snowflake, Anduril, Livongo, and Brex (where we wrote the first check). We have over $1.3B in total capital committed and we've built a community of over 5,000 incredible, driven, ambitious builders.

Human Capital

10X invests across the capital structure, alongside the world's top technology investors. They align Wall Street and Silicon Valley by bringing institutional capital to high growth ventures in private and public markets, helping founders and investors achieve scale and liquidity while retaining upside and control. 10X was founded in 2004 and is based in  New York.

10X Capital

Allen & Company is a family-owned investment and advisory firm. The firm advises on M&A and capital raises, with an emphasis on the technology, media, healthcare, and sports sectors. Allen & Company was established in 1932 and is headquartered in New York, United States.

Allen & Company

‍Greenoaks makes concentrated, long-term investments in generational teams building enduring companies. The firm invests behind exceptional leaders early in their journeys, building partnerships that endure for decades.

Greenoaks

EFV is the venture arm of Electric Feel Entertainment with a focus on early-stage CPG + Consumer Tech startups

Electric Feel Ventures

Ribbit Capital is a venture capital firm that invests in early-stage companies. The firm invests globally in individuals and brands who are aiming to disrupt financial services.  The investment firm was founded in 2012 by Meyer Malka and headquartered in Palo Alto, California.

Ribbit Capital

Early stage investment group with portfolio in US, Brazil, Europe and Asia.

GE32 Capital

TQ Ventures LLC is a venture capital firm led by Schuster Tanger and Andrew Marks based in New York City.  The firm seeks out extraordinary founders across the software complex in businesses with durable competitive advantages. We’re involved in primarily business-to-business (B2B) models, but also some business-to-consumer (B2C) models.  Across our more than 80 global investments, we believe the differentiated support and networks we provide our founders have fueled our track record and our reputation. Founded in 2018, TQ now has around $1 billion under management and is currently investing out of our third $500m fund.  The TQ Ventures investment philosophy:  The overarching ethos of TQ Ventures is: Backing founders building the future. we judge all startups by the same simple rubric:  · Do the founders demonstrate exceptional talent and vision? · Are they solving a problem or delivering an experience that provides substantial value to customers? · Are there enough customers to constitute a large market? · Is there a compelling go-to-market motion to effectively reach those customers? · If successful, will the company have high margins, low capital intensity, scalability with minimal friction and low incremental costs and, crucially, durable competitive advantages? · Are we investing at a valuation that, if the business succeeds, will deliver returns exceeding our fund’s committed capital net of dilution?  Bottom-up Approach versus Thematic or Vertical-Focused  Our investment firm looks for opportunities across a wide range of industries and sectors, with a bottom-up business-model-driven approach. Current investments cover industries including:  · Infrastructure · Artificial Intelligence/Machine Learning · Enterprise · Development Tools · Software as a Service (SaaS) · Consumer Tech · Fintech and Blockchain · Healthcare · Geography  While TQ is based in New York City, some of its team is in San Francisco. TQ has a strong presence in top American venture markets, such as the Bay Area and NYC, but also has invested prolifically in Europe, including CEE. Once in a while, TQ finds a business that fits its investment framework in an emerging market as well.  Our global reach helps TQ Ventures find the best possible businesses to invest with. TQ Ventures leadership team  The TQ Ventures team is led by Schuster Tanger and Andrew Marks, two NYC-based investors with backgrounds from some of the top investing firms globally. Schuster worked at Third Point (Dan Loeb) and Goldman Sachs (Special Situations Group with Josh Easterly), before breaking away to launch TQ Ventures in 2018. He was named in the 2013 Forbes 30 under 30.  Andrew was a managing director at Blue Ridge Capital and previously worked at Blackstone before launching TQ Ventures in 2018. Our team members include talented investment professionals Jana Iris (ex-Hashicorp), Alexis Vitenas (ex-sales), Elisabeth Rulke (Princeton physics), Finbarr Timbers (Midjourney, ex-DeepMind), Elliot Graebert (ex-Palantir) and Michael Kilberry (AI / ML Google).  TQ Venture success stories  With more than 80 portfolio companies under the TQ Ventures umbrella and our third investment fund well under way, TQ Ventures has a track record of successful partnerships. Recent TQ Venture partner companies include: · log10: An AI company based in San Francisco that offers large language model (LLMOps) support for machine learning applications. · nsave: A fintech company that brings secure banking to people from emerging economies. · Cleanlab: An AI firm that automates data science testing and repair to endeavor to make sure AI-derived data is error free. · Plenful: A healthcare software provider that makes pharmaceutical workflows more efficient using AI.  Partner with TQ Ventures  The team at TQ Ventures is always looking for emerging companies with a differentiated business model and an exciting outlook on the future. Our bottom-up generalist philosophy, enthusiasm for innovative businesses, and ability to help with B2B customer introductions make us the ideal investor for early-stage businesses on the rise.  To explore opportunities with T! Ventures LLC, please visit tqventures.com.  TQ Ventures FAQs  Who owns TQ Ventures? TQ Ventures is owned by partners Schuster Tanger and Andrew Marks. They co-founded the company in 2018 and now lead a team of investors overseeing 80 partner companies and over $1 Billion in investment funds.TQ is made up of external limited partners, but no external partners own any of the general partner.  What is TQ Ventures III? TQ Ventures III is the third vintage of TQ, a $500 million investment fund round complex operated by TQ Ventures. This portfolio took the overall funds managed by TQ Ventures to over $1 Billion. TQ Ventures III Early focuses on seed-stage companies while TQ Ventures III Growth focuses on Series B-stage companies.  What are the investment focus areas of TQ Ventures? While TQ Ventures is a generalist investment firm and operates in a wide spectrum of industry sectors and geographical locations, it does focus on early-stage investment, primarily seed through Series B. The firm believes in business-model-driven investments, with particular interest in durable competitive advantages.  What industries does TQ Ventures invest in? TQ Ventures is industry vertical agnostic. That means the investment firm invests in a wide range of industries, including fintech, healthcare, AI and machine learning, blockchain, crypto, and infrastructure.

TQ Ventures

Northstar.vc is a venture capital and private equity firm that provides access to global networks. The firm backs technologies that bear the potential of altering the trajectory of their respective industries. Northstar was founded in 2019 and is based in London, England.

northstar.vc

The firm invests in both primary rounds, tenders, and secondary transactions with company executives or employees. We are focused primarily on US-based companies with some concentration in Africa & LATAM FinTech.

Ethos VC

Vise

Vise automates investment management for financial advisors using artificial intelligence. Vise has built a full-stack platform spanning the entire lifecycle of the advisor-client relationship, including designing personalized portfolios for clients, managing portfolios, and providing on-going intelligence. By doing so, Vise helps financial advisors focus on their most valuable resource -- their client relationships. Vise was founded in 2016 by Samir Vasavada and Runik Mehrotra in New York, New York.

Vise is a registered Investment Advisor (RIA) that provides investment management services through sub-advisory relationships with third-party RIAs and broker-dealers. The company operates as a technology-enabled asset management platform for financial intermediaries, where end clients cannot access the platform directly but must work through their financial advisors.

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Retail Trading Infrastructure

Vise provides technology-powered asset management solutions for financial advisors. The company's platform uses artificial intelligence to help advisors build, customize, and manage personalized portfolios for their clients. The platform automates investment management processes by analyzing various data points including client risk tolerance, time horizons, and objectives to customize asset allocation across global equity, fixed income, real estate, and commodity markets. In October 2023, Vise launched Vise Intelligence, a conversational AI model that supports human financial advisors by preparing reports, answering questions, and surfacing real-time information about investment portfolios. The system is trained on market data, company fundamentals, broad market trends, and integrates with clients' investment portfolios to automatically generate insights based on portfolio data, trade details, client preferences, and investment strategies. Vise charges a percentage of an advisor's total assets under management on their platform.

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Wealth Management Platforms

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Vise provides technology-powered asset management solutions for financial advisors. The company's platform uses artificial intelligence to help advisors build, customize, and manage personalized portfolios for their clients. The platform automates investment management processes by analyzing various data points including client risk tolerance, time horizons, and objectives to customize asset allocation across global equity, fixed income, real estate, and commodity markets. In October 2023, Vise launched Vise Intelligence, a conversational AI model that supports human financial advisors by preparing reports, answering questions, and surfacing real-time information about investment portfolios. The system is trained on market data, company fundamentals, broad market trends, and integrates with clients' investment portfolios to automatically generate insights based on portfolio data, trade details, client preferences, and investment strategies. Vise charges a percentage of an advisor's total assets under management on their platform.
The company's technology enables advisors to focus on client relationships while automating portfolio management tasks. The platform includes features like opportunistic rebalancing and tax management capabilities. Through its AI-driven approach, Vise aims to help financial advisors scale their practices efficiently - for example, enabling advisors to increase their client base from 100 to 150 clients while maintaining personalized service levels.
Key customers and partnerships
As of October 2023, Hexagon Capital Partners, a firm with USD 700 million in assets under management, utilizes Vise's platform. The company received approval as a subadvisor by TD Ameritrade Institutional, which has thousands of independent Registered Investment Advisors (RIAs) on its platform.

Vise is a registered Investment Advisor (RIA) that provides investment management services through sub-advisory relationships with third-party RIAs and broker-dealers. The company operates as a technology-enabled asset management platform for financial intermediaries, where end clients cannot access the platform directly but must work through their financial advisors.The platform offers three main services: portfolio construction, automated operations, and client communication tools. For portfolio construction, advisors can create customized portfolios that incorporate factors like ESG values and concentrated positions. The operational aspect includes daily tax-loss harvesting and centralized portfolio maintenance. The platform also includes AI-powered tools for client communication and trade visualization.Key customers and partnershipsIn October 2024, Vise partnered with NewEdge Wealth, a Stamford-based wealth management firm managing USD 55 billion in client assets, to deliver personalized, tax-efficient portfolio solutions at scale. Through this collaboration, Vise's technology platform would enable NewEdge to offer customized investment portfolios with advanced features like daily tax-loss harvesting and intelligent tax transitions, while NewEdge's advisors benefit from streamlined operations and reduced costs in portfolio management.

Ellevest is a hybrid investment management platform that specifically targets women, with an algorithm that takes into account gender-specific factors such as career breaks, longer life expectancy, and income differences.Ellevest offers a single plan at USD 12 per month. This plan includes investing and educational resources as well as up to 50% off all financial planning sessions. Unlike some investing companies that charge separate advisory fees based on a percentage of invested assets, Ellevest incorporates investment advice into the plan fee. For clients with USD 1 million or more to invest, Ellevest provides Private Wealth Management services with fees based on total assets under management, covering both financial planning and investment management. The company's investment portfolios incur fund fees or expense ratios, which are built into the purchase price of investments. For Ellevest core (non-Impact) portfolios, ETF fund fees range from 0.05% to 0.10% per year, while Ellevest Impact Portfolios have ETF and mutual fund fees ranging from 0.13% to 0.19% per year.Ellevest reported assets under management (AUM) of USD 2 billion as of March 2024.

Ellevest

ComposedPro is a digital investment advisor that handles clients’ investment accounts at their employers (such as employer-sponsored accounts) as well as private investment accounts, focusing on low cost Employer-Coordinated Portfolios. The company oversees USD 25 million in total assets over 181 customer accounts as of the company’s Q2 2020 filing. ComposedPro manages half of the company’s accounts on a discretionary basis, meaning an investment advisor has the discretion to make buy and sell decisions for a client’s account. ComposedPro also has 46 non-discretionary accounts totalling USD 7.9 million in assets. The average investment account size is USD 138,222 placed across exchangeable assets such as exchange-traded funds (ETFs), equities, bonds, and options.

ComposedPro

Guideline provides automated investment management services for employer-sponsored retirement accounts. The services also include plan set-up and administration, enrollment and education, recordkeeping, compliance with Retirement Income Security Act, and reporting.The company stated that it is the only provider that does not charge plan participants (i.e. employees) with any fees. Guideline charges the employers with a straightforward pricing of one flat fee per participant, in contrast to the asset-based fee model predominant in the industry (i.e. fee is charged on account balances).Guideline offers three subscription tiers for a 401(k) plan service: Starter, Core, and Enterprise. The Starter plan costs USD 39/month plus USD 4/month per active participant, offering basic features with a USD 6,000 employee contribution limit. The Core plan, priced at USD 89/month plus USD 8/month per active participant, provides more robust features including a USD 23,000 employee contribution limit, Safe Harbor or Traditional 401(k) options, employer contributions, and profit-sharing capabilities. The Enterprise plan, at USD 149/month, offers the most customization with exclusive pricing options, premium support, and access to Participant Perks. The higher tiers incrementally add features such as flexible plan design, vesting schedules, 401(k) loans, and support for plan transfers. All plans include basic administration services, while the Enterprise tier provides additional benefits like dedicated support, priority assistance, and exclusive pricing options.Key customers and partnershipsAs of August 2024, the company had invested USD 15 billion dollars for retirements.

Guideline

Based in Plano, Texas, AssetBuilder is a robo-advisory company that develops investment portfolios based on the Fama/French school of thought, using low-cost active index funds. It has Dimensional Fund Advisors (the eighth largest fund company in the world as of September 2019) as its funding partner. Human advisors are available to provide investing guidance. As of April 2019, the firm’s assets under management (AUM) amounted to USD 765.9 million. The firm’s business model relies on a fee-only structure, meaning a customer solely pays AssetBuilder to create and manage investments (the company does not receive product-specific commission). The minimum investment for AssetBuilder is USD 50,000 with an asset management fee ranging from 0.24% to 0.45%; the higher the investment, the lower the fee. Though the firm does not have a setup fee, it requires a custodial cost for setting up a portfolio of USD 11.95 per trade for each recommended mutual fund. Most of the platform’s portfolios require about 11 to 14 mutual funds, costing about USD 131.45 to USD 167.30 to open an account.

AssetBuilder

Based in Canada, Smart Money Invest provides portfolio management services to individual clients, advisors, and employers (such as group saving plans for retirement). Human advisors are available to serve individual investors.The company provides financial tools to develop a long-term financial strategy by calculating net worth, setting a budget, managing investment accounts, and planning for retirement.

Smart Money Invest

Robo advisory startups that offer automated investment services directly to individuals solely via digital platforms.

Robo advisory startups that offer automated investment services to individuals via both digital platforms and human financial advisors.

Provide solutions for financial advisors/asset managers to automate wealth management and administration functions.

Robo advisory startups that offer automated investment services to businesses via both digital platforms and human financial advisors.

Provides solutions for financial institutions to set up their own robo-advisory function and offer services to clients.

Startups that offer online platforms for investors to trade various securities such as stocks, ETFs, and options directly via the platform

Operates a B2B SaaS model to support financial institution in offering various investment related services

Leverages AI/ML to automate allocation and management of investment funds to cater to retail investors

Betterment is an automated investment platform that uses computer algorithms and human expertise to manage personalized investment portfolios. The platform offers various investment options including ETFs, cryptocurrencies, and ESG funds focused on socially responsible investing. As of July 2024, Betterment services approximately 850,000 users and manages over USD 45 billion in assets. The company's core product includes automated portfolio management with features such as tax-loss harvesting, portfolio rebalancing, and dividend reinvesting. Betterment's platform constructs portfolios using diversified ETFs from providers like iShares and Vanguard, with the ability to customize asset allocations based on an investor's risk tolerance and financial goals. In July 2024, Betterment launched the Goldman Sachs Tax-Smart Bonds portfolio, which offers personalized bond ETF allocations based on individual tax situations to generate after-tax yield. The platform charges a 0.25% annual management fee for its digital plan (or USD 4 monthly fee for accounts under USD 20,000) and 0.40% for its premium service. For cryptocurrency investing, Betterment offers four different crypto portfolios with a separate 1% annual fee and 0.15% per trade fee.
Key customers and partnerships
Betterment established a significant partnership with Goldman Sachs Asset Management in July 2024 to launch the Tax-Smart Bonds portfolio, combining Goldman Sachs' bond market expertise with Betterment's automation capabilities. The platform maintains partnerships with brokers like iShares and Vanguard to build its portfolios. In terms of customer base, Betterment primarily serves hands-off investors who want professionally managed portfolios, including both retail investors and those seeking tax-advantaged investment strategies. The platform attracts customers from various industries, including both performance-focused advertisers and brands like Disney, Amazon and Betterment who utilize both its performance solutions and branding offerings.

Betterment

Facet Wealth is a financial planning company that provides personalized financial advice through a subscription-based model. The company connects clients with Certified Financial Planners (CFP) who provide comprehensive financial planning services, including retirement planning, tax strategy, estate planning, debt management, insurance strategy, charitable giving planning, and cash flow analysis. The company's fee structure differs from traditional financial advisors by charging flat annual subscription fees ranging from USD 2,000 to USD 6,000, rather than charging a percentage of assets under management. The service is delivered entirely online through virtual meetings and a digital platform that allows clients to track their goals, communicate with advisors, and monitor their financial progress.
As of 2024, Facet Wealth manages more than USD 961 million in assets across 9,664 accounts. The company utilizes a technology-driven approach, implementing features such as portfolio monitoring, automatic rebalancing, and tax-loss harvesting. For investment management, Facet constructs portfolios using low-cost ETFs covering various asset classes, including emerging markets, asset-backed securities, government bonds, REITs, mortgage bonds, and both large and small-cap US stocks. The company partners with custodians Apex Fintech Solutions and Fidelity to handle client investments, with a minimum investment requirement of USD 500 for managed accounts.
Key customers and partnerships
Facet Wealth primarily serves individuals with assets valued between USD 100,000 to USD 1 million, or those earning more than USD 80,000 annually. Approximately 75% of the company's client base consists of individuals who have never worked with a financial advisor before. The company manages investments for about half of its total client base, while the other half receives financial planning services only.
The company has established partnerships with Apex and Fidelity as custodians for client investments. Additionally, Facet maintains partnerships with various lifestyle brands to provide exclusive perks to its members.

Facet Wealth

Retirable is a retirement peace of mind platform that provides comprehensive retirement planning, investing, and spending services specifically designed for mass-market Americans. The platform offers tailored tech-enabled advisory services and managed investments with a fee structure of 0.75% on the first USD 500,000 of assets under management. The company employs a three-pronged approach to portfolio construction focusing on growth, cash, and stability. Their technology platform combines spending data and healthcare claim information to enable smarter financial planning and investment decisions for clients. As of November 2022, Retirable had built 50,000 retirement plans over two years with a 100% client retention rate. The company's proprietary technology and planning tools are used to create personalized financial strategies, taking into account factors such as home equity, healthcare costs, taxes, Medicare, and Social Security. In February 2024, the platform expanded its service offerings through integration with health insurance solutions.
Key customers and partnerships
Retirable primarily serves the 50 million Americans approaching retirement in the next decade who lack formal retirement plans and typically do not meet the minimum asset requirements for traditional advisory firms. In February 2024, Retirable formed a strategic partnership with eHealth to provide comprehensive support for seniors by combining retirement planning expertise with tailored Medicare and health insurance solutions. The partnership focuses on developing integrated health and wealth assessments, educational resources, and specialized solutions addressing both financial planning and healthcare needs.
A March 2024 joint survey by Retirable and eHealth revealed that 63% of their clients ranked healthcare costs as their primary concern in retirement, followed by running out of money (58%) and inflation (53%).

Retirable

Boldin is a digital-first financial planning platform that provides comprehensive financial planning tools and resources for individuals and enterprise partners. The platform's technology includes a proprietary modeling and AI-driven engine that considers thousands of scenarios, enabling users to perform holistic accumulation and decumulation planning with digital guidance. The platform analyzes users' financial health across more than 20 metrics through its Financial Wellness Dashboard, which grades users' status as excelling, progressing, or vulnerable. The company operates on a subscription-based model, offering a free basic planner service and a premium PlannerPlus subscription for USD 120 annually. Enterprise partners, including wealth managers, banks, and insurance companies, can utilize Boldin's APIs, planner, calculators, and advisor tools to develop white-labeled or co-branded platforms.
As of June 2023, users on the Boldin platform reported 94% more in retirement savings than the national average, with 74% of PlannerPlus users having a 90% or higher chance of retirement success on their baseline plan. The platform manages over USD 300 billion in assets through its direct-to-consumer product. The company rebranded from NewRetirement to Boldin in September 2024.
Key customers and partnerships
Boldin serves over 350,000 individual users directly, with millions more accessing the platform through enterprise partnerships. Notable enterprise clients include Nationwide and RTX, which offer Boldin's planner, calculators, and educational classes to their employees as financial wellness benefits. The company has partnerships with 10-15 RIA firms using the licensed platform and works with several technology-forward RIAs. The platform is also utilized by wealth managers, banks, and insurance companies for white-labeled or co-branded solutions.

Boldin

Farther is a wealth management firm that combines proprietary technology with human expertise to deliver comprehensive financial advisory services. The company's platform automates administrative tasks such as account setup, money transfers, and portfolio rebalancing, enabling advisors to dedicate 90% of their time to client interactions and prospecting - four times more than the industry average. This technology-driven approach helps streamline operations, boost advisor productivity, and accelerate asset growth. The platform integrates with key partner institutions, including custodians and brokerages, to provide a unified view of clients' financial holdings and products. As of October 2024, Farther managed USD 5 billion in assets, reflecting a five-fold increase from the previous year.
The company differentiates itself by offering a business model that eliminates mandatory minimums and non-compete agreements for advisors, allowing them to build client bases aligned with their personal goals. Advisors receive transparent payout structures of up to 75% and equity in the firm. In January 2024, the company expanded its service offerings by integrating estate planning solutions through a partnership with wealth.com, providing comprehensive estate planning tools for high-net-worth clients across all US jurisdictions.
Key customers and partnerships
Farther serves over 5,000 clients through a network of more than 100 wealth managers as of October 2024. The firm has established a strategic partnership with wealth.com to provide estate planning solutions to its high-net-worth clientele. A significant portion of Farther's advisor base includes former professionals from prominent institutions, including Goldman Sachs' Personal Financial Management unit.

Farther

Platforms and services that focus on helping individuals plan for retirement through digital tools, calculators, and personalized guidance. These solutions typically offer retirement income planning, Social Security optimization, and drawdown strategies directly to consumers.

Platforms that combine technology and human expertise to provide comprehensive financial planning services across multiple aspects of a client's financial life, including investments, retirement, and tax planning.

Digital platforms that help consumers by simplifying the process of researching, comparing, and purchasing annuity products.

Digital solutions that modernize the estate planning process by providing online tools for creating, managing, and storing essential legal documents such as wills, trusts, and powers of attorney. Platforms in this segment are available directly to consumers as well as to advisors and employers who offer estate planning services to clients and employees.

Software solutions and tools designed for financial advisors to enhance their practice, improve client service, and streamline planning processes. These platforms typically include features for tax planning, retirement modeling, risk analysis, and client presentation tools.

Platforms that provide businesses with modern, digital-first retirement benefit solutions, including 401(k) plans, pension management, and related services. These solutions typically focus on simplifying administration, reducing costs, and improving the employee experience with retirement benefits.

Vise

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