Briefcase

Provider of wealth management services intended for individual and institutional clients. The company provides customized portfolios based on return objectives, time horizon, terminal value goals, liquidity needs and risk tolerance through comprehensive financial planning strategies, investment advice, asset allocation and portfolio construction recommendation, enabling clients to meet their specific investment needs.

Developer of wealth management platform designed to connect people to collaborate on investment ideas and topics, and follow investing trends. The company brings the trading ecosystem to a single platform to allow users to manage portfolios across asset classes and markets, share investing goals, tips, and strategies, join the community of interest meet like-minded people, enabling retail investors, portfolio managers, and investment advisors to learn and earn improved returns.

Developer of financial forecasting software designed for independent workers. The company provides financial tools to predict future bank balances, enabling users to plan ahead and manage money more effectively.