Investments

AdvicePeriod

AdvicePeriod

Reinventing wealth advisory as a pure fiduciary advisor.

AP4

AdvicePeriod for Advisors

Enabling advisors to step into the future with their business.

Betterment

Betterment.com

The most widely used robo-advisor.

Betterment Institutional

Betterment Institutional

A platform accelerating wealth advisors through robo-technology.

advizr

Advizr

Reinventing financial planning software.
Sold to Orion

Quovo

Quovo

Next generation data science for the financial services industry.
Sold to Plaid

Wealthbox

WealthBox

Financial services CRM reimagined. Simple. Intuitive.

feex

Fee X

The Robin Hood of financial services. Fee transparency and simplicity for all.

advizent

Advizent

A wealth advisory firm of the future.  A fully integrated digital solution that catapults a human advisor into a bionic advisor.

vanilla

Vanilla

Better estate planning, plain and simple

pathwater

Pathwater

Forging the path to end single-use plastic bottles.

justinvest

JustInvest

Exceed client expectations with tax efficient, hyper-personalized investment solutions.

napierpark

Napier Park

Global alternative asset management platform with over $14 billion in assets under management.

carson

Carson Group

Making the complex simple for Advisors and Investors.

palantir

Palantir

We build the world’s leading software for data-driven decisions and operations.
Pre-IPO

peloton

Peleton

Streaming fitness classes to you live and on-demand.
Pre-IPO

pinterest

Pinterest

Pinterest helps you discover and do what you love.
Pre-IPO

mirror

Mirror

The nearly invisible home gym.
Sold to Lululemon