-
1. EquityMultiple
EquityMultiple is a company focused on commercial real estate investments, catering to accredited investors.
๐Location
United States
๐ตLikely to outsource
Design Software Engineering Branding Sales๐ฅMillions Raised
Undisclosed in 2023
-
2. Vigilant Wealth Management
Vigilant Wealth Management is a private wealth management firm specializing in progressive investment and wealth planning solutions.
๐ตLikely to outsource
All types of services๐ฅMillions Raised
Undisclosed in 2023
-
3. Uprise
Uprise is building wealth management for all - bringing the tools and the tricks of the 1% to everyone :).
๐ตLikely to outsource
All types of services๐ฅMillions Raised
$1.4M in 2022
-
4. Testimonial IQ
Testimonial IQ is the reputation management platform designed for the wealth management industry.
๐Location
United States
๐ตLikely to outsource
All types of services๐ฅMillions Raised
$340K in 2023
-
5. Fabits
Fabits is a platform that aims to simplify investing by providing Smart Investment Boxes and financial advisory services.
๐ตLikely to outsource
Software Engineering Strategy Consulting Hiring Management Consulting๐ฅMillions Raised
Undisclosed in 2024
-
6. Leafplanner
Sorry, there's nothing to paraphrase.
๐ตLikely to outsource
Software Engineering Marketing Sales Strategy Consulting๐ฅMillions Raised
$1.3M in 2023
-
7. UPTIQ
UPTIQ's connects wealth advisors and their clients to a comprehensive set of financial services products.
๐ตLikely to outsource
All types of services๐ฅMillions Raised
$12M in 2022
-
8. Stableton Financial
Stableton is offering an elective speculation Fintech stage for qualified and institutional financial backers looking for openness to fluid other options, confidential value, including investment, confidential obligation, and genuine resources.
๐ตLikely to outsource
Design Software Engineering Marketing Branding๐ฅMillions Raised
$15.3M in 2022
-
9. savart
Savart is a wealth management platform that assists in investing stocks and mutual funds.
๐ตLikely to outsource
All types of services๐ฅMillions Raised
$1.5M in 2022
-
10. RIDE Capital
High duties keep you from creating financial momentum.
๐ตLikely to outsource
Strategy Consulting๐ฅMillions Raised
$3M in 2022