FinTech Collective

Bunch is a fintech company that offers a platform designed to streamline private market investing. It focuses on digital entity creation, seamless investor onboarding, and portfolio management. By addressing challenges such as legacy intermediaries, regulatory complexity, and inefficient administration, Bunch aims to save time, money, and mental energy for its users. The platform operates across various legal structures, asset classes, and jurisdictions, making private markets more accessible for businesses and investors. Through its innovative approach, Bunch seeks to simplify and enhance the efficiency of private market transactions.

CapIntel Inc. is a financial technology company based in Toronto, Canada, founded in 2017. It develops an online platform designed to enhance financial advisory services, utilized by over 12,000 financial advisors and asset management sales teams across North America. The platform integrates investment analytics with collaborative tools, facilitating better communication between asset managers and advisors, and improving the overall client experience. By enabling financial advisors to build client portfolios, compare fund performance, and create easily comprehensible proposals, CapIntel enhances advisors' confidence in communicating investment options to their clients. The company's solutions aim to increase sales for both advisors and asset managers, positioning CapIntel as a leading sales platform in the financial advisory sector.

IMMO is a technology-driven residential real estate platform that focuses on creating high-quality portfolios of existing single-family rental housing across Europe. Established in 2017, the company offers a comprehensive end-to-end solution for institutional partners that includes sourcing, acquisition, portfolio management, lettings, and property management. IMMO's objective is to enhance performance and maximize returns for its clients by streamlining the real estate investment process. The company leverages advanced technology to identify and assess residential investment opportunities, acquiring properties directly from consumers to ensure a seamless experience. With a team of over 130 professionals boasting backgrounds from prominent firms such as McKinsey, Goldman Sachs, and Amazon, IMMO has built a substantial presence in the UK, Germany, Spain, and India. It has been recognized as a "Tech Pioneer" by the World Economic Forum for its innovative approach in the real estate sector.

CoinLedger is a financial services company focused on tax reporting and investment management within the cryptocurrency sector. It offers specialized tax reporting software specifically designed to assist users in calculating capital gains taxes related to digital assets. The software aims to streamline the tax process for cryptocurrency users by efficiently calculating trading gains and generating comprehensive tax reports. By addressing the complexities of cryptocurrency taxation, CoinLedger helps traders and investors navigate the challenges associated with investing in and utilizing cryptocurrencies.

IMMO is a technology-driven residential real estate platform that focuses on creating high-quality portfolios of existing single-family rental housing across Europe. Established in 2017, the company offers a comprehensive end-to-end solution for institutional partners that includes sourcing, acquisition, portfolio management, lettings, and property management. IMMO's objective is to enhance performance and maximize returns for its clients by streamlining the real estate investment process. The company leverages advanced technology to identify and assess residential investment opportunities, acquiring properties directly from consumers to ensure a seamless experience. With a team of over 130 professionals boasting backgrounds from prominent firms such as McKinsey, Goldman Sachs, and Amazon, IMMO has built a substantial presence in the UK, Germany, Spain, and India. It has been recognized as a "Tech Pioneer" by the World Economic Forum for its innovative approach in the real estate sector.

Wunder is a company based in Boulder, Colorado, specializing in financing and developing large-scale solar projects across the United States. Established in 2013, Wunder provides construction and term financing for various commercial solar initiatives, including power purchase agreements, feed-in tariffs, and community solar developments. The company collaborates with solar organizations and financial institutions to facilitate the creation of solar projects for businesses, municipalities, nonprofits, and communities. Additionally, Wunder operates solar investment funds that connect individual and institutional investors with solar projects, leveraging proprietary software to conduct thorough project evaluations. This approach enables accredited investors to build diversified solar portfolios, traditionally accessible only to larger entities.

NextCapital, established in 1996, is a Chicago-based fintech company that partners with institutions to provide personalized financial planning and managed accounts to individual investors across various account types. Their digital advice platform, NextCapital, offers integrated services including account aggregation, analytics, planning, and portfolio management. This platform allows partners to customize advice methodology and fiduciary roles, serving a wide range of investors from beginners to high net worth individuals.

Openfolio is a fintech platform that aggregates data from tens of thousands of real investors to make personal investing simpler, more relevant, and more transparent for everyday investors. It functions as a social investing network with data analysis, offering portfolio sharing features that help users weigh different categories within their holdings, surface market insights, and compare portfolio performance with other investors. The service enables users to evaluate a company’s stock performance and market context before making investment decisions, supporting informed choices through collective data and analysis rather than isolated information.

Artivest operates an online investment platform that connects individual investors and financial advisors with opportunities in private equity and hedge funds, which are typically accessible only to institutional investors. By leveraging technological, financial, and operational expertise, Artivest offers a seamless investment experience while ensuring high security through advanced encryption technology. This platform allows a broader audience to participate in top-quality investment opportunities, thus democratizing access to private investments and enhancing the scalability for fund managers.

Artivest operates an online investment platform that connects individual investors and financial advisors with opportunities in private equity and hedge funds, which are typically accessible only to institutional investors. By leveraging technological, financial, and operational expertise, Artivest offers a seamless investment experience while ensuring high security through advanced encryption technology. This platform allows a broader audience to participate in top-quality investment opportunities, thus democratizing access to private investments and enhancing the scalability for fund managers.

Openfolio is a fintech platform that aggregates data from tens of thousands of real investors to make personal investing simpler, more relevant, and more transparent for everyday investors. It functions as a social investing network with data analysis, offering portfolio sharing features that help users weigh different categories within their holdings, surface market insights, and compare portfolio performance with other investors. The service enables users to evaluate a company’s stock performance and market context before making investment decisions, supporting informed choices through collective data and analysis rather than isolated information.

NextCapital, established in 1996, is a Chicago-based fintech company that partners with institutions to provide personalized financial planning and managed accounts to individual investors across various account types. Their digital advice platform, NextCapital, offers integrated services including account aggregation, analytics, planning, and portfolio management. This platform allows partners to customize advice methodology and fiduciary roles, serving a wide range of investors from beginners to high net worth individuals.

Openfolio is a fintech platform that aggregates data from tens of thousands of real investors to make personal investing simpler, more relevant, and more transparent for everyday investors. It functions as a social investing network with data analysis, offering portfolio sharing features that help users weigh different categories within their holdings, surface market insights, and compare portfolio performance with other investors. The service enables users to evaluate a company’s stock performance and market context before making investment decisions, supporting informed choices through collective data and analysis rather than isolated information.

Artivest operates an online investment platform that connects individual investors and financial advisors with opportunities in private equity and hedge funds, which are typically accessible only to institutional investors. By leveraging technological, financial, and operational expertise, Artivest offers a seamless investment experience while ensuring high security through advanced encryption technology. This platform allows a broader audience to participate in top-quality investment opportunities, thus democratizing access to private investments and enhancing the scalability for fund managers.