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Wealth Management

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Aureli Get a live net worth dashboard that updates itself
VeriRFP Air-gapped security questionnaire automation
Terrapin BOOSTED Turn receipts, email & photos into clean, tax-ready insights, automatically
Sucesio Organize and securely transmit your assets to heirs automatically
Valura.ai Making investing accessible with microunits and guidance
X1 Wealth Family office-grade financial planning for high-income professionals
GiveML Stop guessing with your money. Get a calm financial plan.
WealthyMe Track your wealth, Grow your money, Feel in control
GuardianWealth An all-on-one personal finance app that helps you build wealth
E
Ethos Invest for financial well-being AND your impact on the world
Capital Minded A weekly guide to investing for tech workers
FirstStep Save as you spend
H
Hoard Invest, trade, send and securely store cryptocurrency assets from one app
Reservar Save money in a revolutionary way
Sqrrl A buddy you can count on to help you save and grow your money, effortlessly!
S
Selma.io Making investing easy as Sunday morning
AfterVault Make sure your family and friends have the vital information they need
OpenHedgeFund Provinding the best portfolio strategies to the crowd by the crowd