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List of Companies
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Scivantage
Scivantage provides web-based front and middle-office technology solutions for the financial services industry.
Research is not available
B2B Software
Investment
Portfolio Management
Tax Management
Trading
SEI
SEI Investments Co. is a publicly owned asset management holding company.
Research is not available
B2B Software
Banking
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SEI Archway
SEI Archway helps private wealth management firms better serve their ultra-high-net-worth clients through a single, integrated technology offering.
Research is not available
Analytics
B2B Software
Investment
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Rebalancing
SelfWealth
SelfWealth Limited operates as an online peer to peer trading and brokerage company in Australia
Research is not available
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B2B Software
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SigFig
SigFig is dedicated to making high-quality investment advice more accessible and affordable to investors of all wealth levels.
Research is not available
Investment
Portfolio Management
Rebalancing
Tax Management
Sigmastocks
Sigmastocks develops and distributes stock portfolios to individuals and businesses in Sweden.
Research is not available
Financial Planning
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Portfolio Management
Risk Profiling
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Six Park
Six Park is an investment management firm that provides automated investment advisory services for individuals and trusts.
Research is not available
Brokerage
Investment
Rebalancing
SmartAsset
SmartAsset provides actionable, objective and easy-to-understand financial analytics and advice.
Research is not available
Analytics
Insurance
Investment
Retirement
Tax Management
SMArtX
SMArtX Advisory Solutions is an asset management platform, providing advisors with access to traditional, alternative, and index strategies through a unified managed account (UMA) structure.
Research is not available
B2B Software
Investment
Portfolio Management
Rebalancing
Trading
SoFi
Social Finance (SoFi) is a finance company that offers a range of lending and wealth management services.
Research is not available
Financial Planning
Insurance
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Portfolio Management
Rebalancing