Avenir
Pre Seed Round in 2024
Avenir is a technology company that specializes in streamlining financial reporting for financial advisors and wealth managers. Its AI-powered platform automates data extraction from various documents, generates reports, and creates post-meeting summaries, reducing manual effort from hours to minutes while maintaining regulatory compliance and personalization standards. This enables professionals to save time, enhance accuracy, and better serve their clients.
PortF is a software platform designed for investment management and reporting. It tracks potential deals, manages investor relationships, and creates fundraising materials. The platform improves information flow between investors and investees by enhancing transparency and efficiency. Financial performances are automatically fed into flexible business KPIs.
velops an investment app for consumers that allows direct savings access.
It also offers rewards programs that enable the younger generation to make investments.
Kaldi was founded in 2021 and was headquartered in Oxford, United Kingdom.
Kaldi
Pre Seed Round in 2022
velops an investment app for consumers that allows direct savings access.
It also offers rewards programs that enable the younger generation to make investments.
Kaldi was founded in 2021 and was headquartered in Oxford, United Kingdom.
Strabo
Equity Crowdfunding in 2022
Strabo is a financial platform that links multiple accounts from around the world into a single dashboard, enabling users to visualize their accounts and understand their financial information. The platform connects accounts including investments and cryptocurrency globally, provides real-time net worth with built-in analytics, and supports transfers across currencies to help investors manage money and assets internationally.
GreenGrowth
Pre Seed Round in 2021
GreenGrowth is a sustainable retail investment platform, bringing transparency and personalization to retail investing. They enable financial advisers and wealth managers to assess and analyze long-term investment solutions for their clients. The company believes in assisting clients in identifying funds that are actively contributing to some of the world's pressing environmental issues.
PortF
Pre Seed Round in 2021
PortF is a software platform designed for investment management and reporting. It tracks potential deals, manages investor relationships, and creates fundraising materials. The platform improves information flow between investors and investees by enhancing transparency and efficiency. Financial performances are automatically fed into flexible business KPIs.
Quirk
Pre Seed Round in 2021
Quirk is a financial management platform tailored specifically for Gen-Z, aimed at empowering young individuals to build wealth from an early age. The platform offers a fully personalized experience, utilizing psychology and gamification to engage users in managing their finances. By incorporating unique personality assessments and expert psychological insights, Quirk provides educational content that helps users understand their spending habits and make informed financial decisions. Users can track their spending securely while learning how to increase their savings, all within a single app designed to facilitate efficient fund allocation and financial growth.
HiNet provides financial advisors of Trust Companies and High Net Worth Individuals with a cost efficient data management solution.
HiNet provides financial advisors of Trust Companies and High Net Worth Individuals with a cost efficient data management solution.
HiNet provides financial advisors of Trust Companies and High Net Worth Individuals with a cost efficient data management solution.
HiNet provides financial advisors of Trust Companies and High Net Worth Individuals with a cost efficient data management solution.