digital-wealth
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Valuefy wants to end wealth management’s spreadsheet relay
The wealth technology company grew out of portfolio analytics. Its bigger bet is that advisers can do better work when the client, the trade and the back office share the same numbers.
InvestCloud Put $4 Trillion on One Screen. The Hard Part Is Making the Plumbing Disappear.
InvestCloud grew by turning the wealth industry’s jumble of old systems into modular software. After a $1 billion deal made the platform much bigger, its next test is harder: make public and private assets feel like one portfolio without making the machinery visible.
Andres Garcia-Amaya Put Wall Street on the Other Side of the Table
His parents needed advice they could trust. His old industry gave them a maze. So the former J.P. Morgan strategist built Zoe - first as a matchmaker, then as the operating system behind the relationship.
Abyan Capital
Abyan Capital is a Riyadh-based, app-first robo-advisory and savings platform that lets everyday Saudis open an investment account in about three minutes and put money into Sharia-compliant portfolios of sukuk, real estate, and local and international equities. Founded in 2021 and regulated by Saudi Arabia's Capital Market Authority, it was the Kingdom's first robo-advisor and has grown to more than 100,000 funded portfolios and over SAR 1.4 billion in deposits, backed by an $18M Series A led by STV.