SeekInvest Platform
ProductOperating Status: Currently Offered
End-to-end wealth management platform for financial advisors
End-to-end wealth management platform for financial advisors
End-to-end wealth management platform for financial advisors
Portfolio and data platform Addepar provides for wealth managers and advisors.
AI-powered spend insights that identify savings opportunities and optimize financial decision-making.
FDIC-insured business accounts with high-yield earnings, zero fees, and integrated cash management.
A multi-agent platform that synthesizes global investment signals for institutional research teams.
A platform that lets founders manage fundraising and investor updates while investors monitor portfolios.
Upvest's Investment API is a cloud-native platform for brokerage, settlement and custody across Europe and the UK.
Digital wealth platform for institutions and advisors.
Portfolio and data platform Addepar provides for wealth managers and advisors.
White-label mutual fund software for Indian distributors and IFAs with bulk transactions, back-office, and mobile access.
Kwanti Portfolio Analytics gives independent advisers prospect diagnostics, risk profiling with IPS generation, branded proposals, and PDF statement extraction.
Advisor Operating Platform is an AI-native substrate for wealth-firm data, rules, and digital workers.
AI agents reconciling private credit fund data across existing systems.
Gather's AI connector unifies a private investor's portfolio data, founder metrics, and reporting workflows across existing tools.
Magnifi connects retail accounts and delivers AI-powered portfolio analysis, scoring, and 24/7 chat advisory.
AI-powered spend insights that identify savings opportunities and optimize financial decision-making.
FDIC-insured business accounts with high-yield earnings, zero fees, and integrated cash management.
A multi-agent platform that synthesizes global investment signals for institutional research teams.
A platform that lets founders manage fundraising and investor updates while investors monitor portfolios.
Upvest's Investment API is a cloud-native platform for brokerage, settlement and custody across Europe and the UK.
White-label mutual fund software for Indian distributors and IFAs with bulk transactions, back-office, and mobile access.
Kwanti Portfolio Analytics gives independent advisers prospect diagnostics, risk profiling with IPS generation, branded proposals, and PDF statement extraction.
Multi-asset investing platform for stocks, bonds, crypto, and options.
Advisor Operating Platform is an AI-native substrate for wealth-firm data, rules, and digital workers.
AI agents reconciling private credit fund data across existing systems.
Gather's AI connector unifies a private investor's portfolio data, founder metrics, and reporting workflows across existing tools.
Magnifi connects retail accounts and delivers AI-powered portfolio analysis, scoring, and 24/7 chat advisory.
A read-only MCP connector exposing a user's Finary data to AI assistants.
