Motive Partners

TIFIN is a platform that develops and operates fintech companies specializing in wealth management, investments, and personal finance. It leverages investment intelligence, data science, and technology to create intelligent products tailored to individual investors.

FNZ is a FinTech company partnering with financial institutions to deliver multi-channel wealth management services. It offers long-term partnerships for digital propositions, customer service transformation, and asset growth across various channels.

Founded in 2009, CAIS is a New York-based financial technology platform that connects independent financial advisors with top-tier managers of specialized investment products. The company offers streamlined access to alternative investments such as hedge funds, private equity, private credit, real estate, structured notes, and digital assets.

InvestCloud is a prominent provider of digital financial services, focused on transforming the wealth management industry through innovative technology. The company offers a comprehensive platform that supports asset management and wealth management, catering to a diverse range of clients, including wealth and asset managers, banks, and financial advisors. Its solutions are designed to enhance investment knowledge and facilitate effective financial planning, enabling users to achieve higher returns on investments. InvestCloud's commitment to personalization and scalability is evident in its advisory programs, which include unified managed accounts and separately managed accounts. By equipping financial advisors and their clients with advanced technology and data-driven insights, InvestCloud aims to deliver superior digital wealth management experiences. Headquartered in the United States, the company serves a global clientele, representing a significant portion of the world's total assets. In recognition of its leadership in the fintech space, InvestCloud was named one of CNBC's World’s Top Fintech Companies in 2024.

Fiserv - Investment Services Business is a technology provider for key segments of the wealth and asset management industry.

Finantix is a technology products company that specializes in developing solutions for banking, wealth management, and insurance sectors. Recognizing the complexities of financial institutions, which often have layers of technology built over many years, Finantix provides flexible, component-based solutions designed to integrate seamlessly into existing infrastructures and digital strategies. The company's offerings include a comprehensive library of software modules and components aimed at digitizing and transforming omnichannel advisory, sales, and services processes for financial institutions. These solutions promote innovation and reusability across various business channels and devices, enabling financial services to leverage legacy architectures and data effectively. With a focus on enhancing the client experience for a range of customers from mass affluent to ultra-high net worth individuals, Finantix supports the digitalization of the entire client life cycle, from onboarding to transactions.

Finantix is a technology products company that specializes in developing solutions for banking, wealth management, and insurance sectors. Recognizing the complexities of financial institutions, which often have layers of technology built over many years, Finantix provides flexible, component-based solutions designed to integrate seamlessly into existing infrastructures and digital strategies. The company's offerings include a comprehensive library of software modules and components aimed at digitizing and transforming omnichannel advisory, sales, and services processes for financial institutions. These solutions promote innovation and reusability across various business channels and devices, enabling financial services to leverage legacy architectures and data effectively. With a focus on enhancing the client experience for a range of customers from mass affluent to ultra-high net worth individuals, Finantix supports the digitalization of the entire client life cycle, from onboarding to transactions.