Asseta provides a family office platform that consolidates reporting, accounting, and investment oversight. Its AI-driven tools deliver real-time visibility and operational efficiency

Canoe uses AI to automate the collection and processing of alternative investment documents and data. It streamlines workflows for investors and wealth managers, reducing manual work and errors.

Deviate Consulting supports family offices with technology selection, implementation, and back-office services. Their tailored approach ensures smooth adoption and ongoing operational support.

Finicity, a Mastercard company, provides open banking solutions through consumer-permissioned financial data. Its services support credit decisioning, financial wellness, and payment innovation.

InfoGuard is a Swiss cybersecurity firm specializing in managed security services, incident response, and consulting. It protects organizations across finance, healthcare, and public sectors with certified expertise.

Liquid LP provides liquidity solutions for private market investors. Its platform enables family offices, funds, and institutions to access secondary opportunities, creating flexibility and earlier access to capital.

MX delivers data aggregation and financial data enhancement services. Its tools provide actionable insights that improve customer engagement and digital banking experiences.

NetSuite delivers a comprehensive cloud ERP platform that integrates accounting, CRM, and e-commerce functions, enabling organizations to manage finance, operations, and compliance at scale.

Plaid offers APIs that enable applications to connect with users’ bank accounts. Its technology supports account authentication, balance checks, and transaction data access.

QuickBooks is an accounting software platform for businesses. It provides tools for bookkeeping, payroll, invoicing, and financial reporting.

Quiltt provides a unified API that simplifies access to multiple financial data sources. It enables companies to build financial products with seamless data connectivity.

Sage provides cloud-based accounting and business management solutions that automate bookkeeping, invoicing, payroll, and financial reporting for small to mid-sized enterprises.

Salt Edge offers open banking API solutions for account aggregation, data enrichment, and payment initiation. Its platform helps businesses access and use financial data securely.

Wealthica is a portfolio tracking platform for investors. It consolidates investments across banks, brokers, and asset classes into one dashboard.

Xero is an online accounting platform designed for businesses and advisors, offering real-time collaboration, automated bank feeds, expense tracking, and financial reporting in one unified system.