Wealth Management

Maybe is an open-source personal finance and wealth management application that was initially a commercial product and pivoted to open source.

Portfolio analytics software for financial advisors offering portfolio comparison, IPS, and model portfolios.

Wealth management platform for independent advisors with AI insights

Estate planning platform for advisors and clients.

Wealth management platform with AI insights for tracking investments, real estate, and crypto portfolios.

Indian super finance app with US stock investing, tax, and wealth management across asset classes.

Investor relations and reporting platform for founders and VCs with KPI tracking and updates.

SPV platform for fund managers and angels with instant setup, closing, and administration.

Italian digital wealth manager offering savings and investment products with corporate pension solutions.

Chilean digital wealth manager offering automated investment management for individuals and businesses.

Japanese robo-advisor platform offering automated investment for retail clients with partner programs.

Automated investing platform and cash management with robo-advisor, lending, and high-yield accounts.

Mexican investment app for retail investors with access to US stocks, ETFs, and fractional shares.

SoFi's investing platform with active, automated, and crypto investing alongside banking services.

Investing, banking, and borrowing platform with custom portfolios, pies, and fractional shares.

Robinhood's premium tier with margin, professional research, and higher-yield cash management.

Canadian digital wealth manager offering advisory services for retail and business clients.

Colombian investment app for retail investors with access to local and global markets.