Products

Wealth at Work's Financial Education program offers comprehensive, tailored financial education services designed to empower employees with the knowledge to make informed financial decisions throughout their careers. By addressing a wide range of financial topics, the program aims to enhance financial wellbeing, reduce stress, and improve productivity within the workplace. Key Features and Functionality: - Early Career Support: Guidance on understanding workplace savings, benefits, payslips, d

API-based financial services technology platform enabling clients worldwide to trade and invest. Allows businesses to embed investing capabilities in their applications supporting equities, ETFs, mutual funds, and options.

SignalWealth combines a white-label CRM with a content studio in one login. Firms run contacts, pipeline, tasks, two-way Google Calendar sync, public booking links with automatic Zoom, forms, email automations and texting on their own domain. The Studio turns long-form recordings, or a typed idea, into branded vertical shorts, full YouTube episodes with chapters, and SEO articles on the firm’s own blog. A wording check flags promissory language and blocks approval until it’s fixed, and every app

NuWealth (nuwealth.ai) runs automated trading strategies on Hyperliquid, a crypto exchange where every trade is recorded on chain. You deposit USDC, a stablecoin worth 1 US dollar, into a strategy vault, and the strategy trades for you around the clock. You don't need to pick coins or watch charts. How it works: Sign up with your email at app.nuwealth.ai. The app sets up a wallet that stays yours. The minimum deposit is $25 of USDC, and you can withdraw any time after 24 hours. What it cost

Elysys Wealth is an integrated investment management and accounting solution designed for family offices, institutional investors, and organizations managing complex investment portfolios. Built natively on Microsoft Dynamics 365 Business Central, Elysys Wealth brings portfolio management and financial accounting together within a unified environment, supporting front-, middle-, and back-office operations. The software supports a broad range of asset classes, including equities, bonds, funds,

Floatr is a workplace financial wellness and investment platform that helps organizations empower employees to build a more secure financial future. Through solutions such as Corporate NPS, payroll-linked investing, corporate mutual funds, and employee financial wellness programs, Floatr makes it easier for businesses to integrate financial well-being into the employee experience.

Wealth in a Box is an agile and modern platform that brings together front, middle, and back-office technology solutions to streamline wealth management for increased efficiency and reduced costs. The platform's five-layer architecture is ideal for managers who seek agile but sophisticated wealth technology solutions to help them deliver outstanding service to HNWI/UHNWI clients.

For emerging and growing businesses, financial management goes beyond tracking numbers — it’s about gaining insight and direction. From bookkeeping and payroll to tax strategy and CFO-level guidance, we provide the tools and expertise that transform financial data into actionable decisions, giving companies the confidence to grow with clarity. With every service under one roof, there’s no need to juggle multiple providers. From daily operations and compliance to long-term planning and forecasti

Wealth Horizon is an AI-native wealth intelligence platform that unifies client portfolios, accounts, and market data from 230+ providers into a single real-time view. It delivers proactive AI-driven insights and recommendations for tax-loss harvesting, rebalancing, Roth conversions, risk detection, and portfolio optimizations—helping financial advisors, family offices, and institutions double AUM without adding headcount. Features include one-click execution, GIPS-compliant analytics, client-re

KairosWealth is an AI-driven wealth management platform designed to simplify and enhance the investment experience for family offices and wealth managers. By integrating advanced artificial intelligence, KairosWealth offers personalized investment strategies and access to unique opportunities, ensuring optimal asset growth and management. Key Features and Functionality: - 360° Portfolio Visibility: Consolidate and monitor all assets in one place, with automated risk assessments to streamline p

Wealth Ideas: Scaling Success through Data-Driven DTC Marketing At Wealth Ideas, our success stems from our unwavering commitment to scientifically tested and proven systems and strategies. We specialize in continuously scaling digital marketing campaigns, optimizing them to reduce customer acquisition costs and drive significant ROI for our clients. A Global Presence in the Competitive Digital Marketing Landscape As a leading digital marketing company, we thrive in the highly competiti

GeoWealth is a leading tech-enabled, advisor-driven turnkey asset management platform (TAMP) and financial technology solution serving approximately 1,000 independent advisors with $18 billion in platform assets and $8 billion in AUM. GeoWealth powers the delivery of investment advice, both advisor-managed or curated models managed by industry-leading strategists, to meet the needs of modern advisors and institutional investors. GeoWealth’s user-friendly, cost-efficient, integrated technology en

Savvy offers a comprehensive platform designed for Registered Investment Advisors (RIAs), combining technology, tools, and professional support. The platform is structured to assist advisors in managing operations efficiently while maintaining full control over their business decisions.

Accounting for Entrepreneurs That Maximizes Tax Savings - We guide business owners across the USA to understand their numbers and help save them thousands in tax dollars.

My Wealth is a local-first personal wealth management application designed to give individuals a clear and private overview of their financial situation. It helps users track real estate, savings accounts, stocks, funds, SCPI, cryptocurrencies, precious metals, other assets and liabilities in one place. My Wealth provides portfolio allocation, performance tracking, diversification and concentration analysis, debt analysis, passive income monitoring, budgeting and investment goals. Financial data

MantaWealth by MantaRisk is a next-generation portfolio management platform built for wealth managers, financial advisors, and institutional portfolio managers. It augments traditional portfolio management with a sophisticated layer of strategic and tactical risk management, delivering higher portfolio performance per unit of risk. Exposure Analysis: Go beyond reference data with our factor-based analysis: gain a precise understanding of your portfolio’s exposure across sectors, geographies, cu