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Tagged: high-net-worth
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Company
Company
Company
Ai · Fintech · Saas
OLarry
OLarry is an AI-powered, year-round tax firm built for high-net-worth individuals, founders, and businesses. It pairs certified public accountants with proprietary AI that handles document collection, data classification, and extraction, so its CPAs can focus on proactive, strategic tax planning rather than paperwork. Sold as a flat annual membership, OLarry aims to bring the kind of always-on tax advice once reserved for the ultra-wealthy to thousands of clients across the United States.
tax planning · ai taxRead →
Marketplace · Media · Consumer
duPont REGISTRY
duPont REGISTRY is a luxury automotive lifestyle brand and digital marketplace that has connected affluent buyers and sellers of exotic, classic and collector vehicles since 1985. What began as a glossy print catalog of fine automobiles has grown into an omni-channel ecosystem - marketplace listings, a long-running magazine, exotic-car financing, insurance, editorial content and events - serving high-net-worth enthusiasts. Now part of duPont REGISTRY Group (Driven Lifestyle), the company facilitates billions of dollars in luxury vehicle transactions each year from its base in Clearwater, Florida.
luxury cars · exotic carsRead →
Fintech · Saas · Ai
Equi
Equi is part hedge fund, part technology platform - an alternative investment manager that gives high-net-worth individuals, wealth advisors and family offices access to the kind of uncorrelated, absolute-return strategies that were historically reserved for institutions and billionaires. Founded in 2020 by Tory Reiss, Itay Vinik and Jeremy Smith, the company pairs Wall Street investing expertise with Silicon Valley software, screening thousands of private funds to build diversified portfolios designed to perform across market cycles. Equi reached roughly $100M in assets under management within its first year and has raised about $25M in venture funding.
alternative investments · hedge fundRead →
Saas · Enterprise · Consumer
John Paul
John Paul is a Paris-based premium concierge and customer-loyalty company that operates white-label services for luxury brands and enterprises. Founded in 2007-2008 by David Amsellem, it pairs human concierges with a proprietary CRM platform to manage the relationships brands have with their most valuable clients and employees. After merging with US rival LesConcierges in 2015, it was acquired by AccorHotels in 2016 and now runs as a business accelerator inside the Accor group, serving clients such as Visa, Hyundai, Orange and luxury houses across automotive, finance, fashion and travel.
concierge · luxuryRead →