Taviq offers a web-software that enables private bankers to turn prospects into new paying clients.
Asset / Wealth Management
Avoka provides a digital business platform that creates friction less multi-channel sales & service transactions in days.
Advize makes life insurance management accessible to financial inexperienced person by combining robo advisor with analysts
Wesave is an online insurance brokerage offer launched by the company Anatec. This French roboadvisor is a up-market wealth management platform
Scalable Capital is a digital investment manager giving retail investors access to tailored and cost-efficient investment solutions thanks to a proprietary technology focused on the clients’ risk appetite
Investivity is a combination of classical asset allocation and financial instruments with advanced technological tools. It offers risk management, tactical investing, fund replication, delegated advisory, while label research and investing decision tools
MeetInvest is platform aiming to connect people with similar interest in investments, educate and bring valuable investing information
Polly Potfolio offers a sophisticated, automated and personalized investing tool for individual investors and professional advisors
Fundwave constructs and delivers a complete set of Fund Management tools, with In-Built Process Workflows. The fund manager can have a wide overview of his fund on a time-saving basis
With BankBazaar, you can easily and quickly shop online for a credit card, insurance or a loan like you would any normal commodity
Descartes Finance AG is a Swiss digital investment advisor, providing its products and services to individuals, charitable organizations, and wealth managers.
Scripbox offers an automatic selection of 10 funds (from 8 000+) for each investor: 4 equity funds; 3 debt funds; 2 tax-saving funds and a last debt fund for daily spending
Dragon Wealth allows wealth managers to create their own company/advisory website. From there, wealth managers can attract prospects and focus on building trustworthy relationships with their clients
By bringing together investors and asset managers, Fundbase aims to shorten the fund investing process from start to finish
A B2B wealth management platform that aims to create a profitable growth using innovative technology.