TIFIN Wealth

TIFIN Wealth helps wealth management firms bring more individuals into the world of advice through data collection and algorithmic intelligence. We leverage Precision AI to fuel organic growth of firms.

Holistico

Zocks

Zocks Client AI is a privacy-first platform built specifically for Financial Services. Zocks assists with client meeting prep, note taking during virtual and in-person meetings, automates follow ups, and drafts personalized emails - without the need to record conversations. 

TIFIN AG

TIFIN Give

TIFIN Give has reimagined the modern philanthropic experience. Our AI-powered turnkey platform empowers wealth enterprises to provide every family a modern, personalized, and community-based approach to philanthropy.

Arcus Capital Partners

Wealth Management GPT.com

Wealth Management GPT is a leading solution provider to the wealth management space, committed to transforming the space through the power of artificial intelligence. 

Paperclip, Inc.

For 32 years, Paperclip has revolutionized the ability to efficiently capture, process and manage the most sensitive business content. Paperclip provides paperless content management solutions while enabling security and compliance.

RightCapital

RightCapital is the fastest-growing financial planning software with the highest advisor satisfaction ratings*. From interactive retirement scenarios and tax-efficient distributions to insurance evaluation, student loan management and estate planning, we simplify the complexity of financial planning so advisors can spend less time on creating plans and more time with their clients.