Empower Personal Dashboard provides a comprehensive financial planning platform that aggregates banking, investment, and retirement accounts for holistic wealth management.
The service offers budgeting tools, retirement projections, fee analysis, and personalized advice tailored to executives managing complex compensation structures including stock options and deferred compensation.



Financial planning service for startup founders and employees with equity compensation.


Financial wellness tool helping users budget, save, and achieve financial goals through personalized insights.


Mobile app delivering personalized financial guidance, budgeting tools, and employer wellness benefits.



Analytics dashboard delivering financial data insights and reporting for institutions and fintechs.


Finary's wealth tracker aggregates users' investments across stocks, funds, crypto, and real estate.

End-to-end wealth management platform for financial advisors

Financial planning service for startup founders and employees with equity compensation.
Monarch's app aggregates accounts for budgeting, goal tracking, and collaborative money management.
Personal financial management platform providing account aggregation and spending insights across European banks.



Origin's consumer app provides AI budgeting, guidance, and financial health tracking.


Portfolio and data platform Addepar provides for wealth managers and advisors.


Kwanti Portfolio Analytics gives independent advisers prospect diagnostics, risk profiling with IPS generation, branded proposals, and PDF statement extraction.

Financial wellness tool helping users budget, save, and achieve financial goals through personalized insights.

Mobile app delivering personalized financial guidance, budgeting tools, and employer wellness benefits.

Proprietary assessment suite for values-based financial planning

Analytics dashboard delivering financial data insights and reporting for institutions and fintechs.

Finary's wealth tracker aggregates users' investments across stocks, funds, crypto, and real estate.

Monarch's app aggregates accounts for budgeting, goal tracking, and collaborative money management.

Personal financial management platform providing account aggregation and spending insights across European banks.
Digital wealth platform for institutions and advisors.

Origin's consumer app provides AI budgeting, guidance, and financial health tracking.

Portfolio and data platform Addepar provides for wealth managers and advisors.

Kwanti Portfolio Analytics gives independent advisers prospect diagnostics, risk profiling with IPS generation, branded proposals, and PDF statement extraction.
