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  • Jefferies - Customer Success Story (Michael Brabant - Managing Director, Head of Business Development - Wealth Management)
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  • Altruist
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    Altruist is Build the best version of your firm when you partner with a custodian that brings together critical RIA technology and great customer service. With intuitive software for account …

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    BridgeFT is a leading provider of WealthTech API solutions for FinTechs, RIAs, TAMPs, and Financial Institutions. They offer integrated advisor platforms, open APIs, and automated SaaS solutions to streamline operations, …

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  • Companisto
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    Companisto is the leading investment platform for startups and growth companies in the venture capital sector with the largest business angel club in the DACH region. This makes Companisto the …

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