client-engagement
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Nitrogen (formerly Riskalyze)
Nitrogen, formerly Riskalyze, is an Auburn, California wealth-management software company that helps financial advisors grow their firms. It invented the Risk Number, a way to quantify an investor's risk tolerance and align it with their portfolio, and has expanded into a connected suite covering proposal generation, investment research, financial planning, client engagement, compliance and AI-assisted advisor workflows. More than five million investors have received a Risk Number, and the platform snaps into the gap between a firm's marketing, CRM and asset platforms to create a consistent client experience.
Seeds
Seeds is a New York-based wealthtech company that gives financial advisors an end-to-end platform for building personalized, values-aligned investment portfolios. Founded in 2020 by advisors Zach and Michael Conway, Seeds combines client assessment, proposal generation, direct indexing, tax-loss harvesting, rebalancing and trading into a single system - letting registered investment advisors (RIAs) deliver customized investing at scale without stitching together legacy tools. The company has raised more than $16.5 million, including a $10M Series A led by Portage in 2025.
Ignition
Ignition, founded in Sydney in 2013 as Practice Ignition, is a revenue and billing automation platform for accounting firms, bookkeepers, and professional-services businesses. It combines digital proposals, engagement letters, automated invoicing, and integrated payments into one system so firms can win clients, get paid on time, and reduce scope creep. More than 7,500 businesses use Ignition, and customers processed roughly $3.1 billion through the platform in 2025.
Postilize
Postilize is an AI-powered proactive relationship management (PRM) platform built for law firms and professional services. Instead of waiting for someone to log a note in a CRM, it scans millions of public signals - stock filings, news, M&A activity, leadership changes, lawsuits - to flag client opportunities and risks before the phone rings, then drafts timely outreach in each partner's own voice and quietly keeps contact data clean. Founded in 2023 by Introhive veteran Jody Glidden, Postilize raised seed funding and secured a strategic investment from legal-tech giant Litera in August 2025.