tax-optimization
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Eaglebrook
Eaglebrook is a New York-based crypto investment platform built for wealth managers. It gives registered investment advisors (RIAs) and their clients direct, tax-optimized exposure to Bitcoin, Ethereum, and other digital assets through separately managed accounts (SMAs) held at institutional qualified custodians. As an SEC-registered investment advisor, Eaglebrook operates one of the largest crypto SMA platforms in the market, integrating with advisors' existing portfolio-management and reporting systems so they can offer, trade, bill, and report on digital assets inside their normal workflow.
Farther
Farther is a New York-based technology-driven wealth management firm that pairs human financial advisors with a proprietary 'Intelligent Wealth Platform.' Founded in 2019 by Taylor Matthews and Brad Genser, the company gives advisors an all-in-one digital ecosystem for financial planning, investing, tax optimization, and estate planning, while offering clients a family-office-style experience. After a $150 million Series D led by General Atlantic in 2026, Farther has grown to roughly $23 billion in recruited assets and ranks among the fastest-growing financial services firms in the United States.
Plotify
Plotify is a New York-based wealthtech, proptech and fintech company that lets sophisticated and high-net-worth investors around the world buy, finance and manage income-generating residential rental homes in the US and UK through a single app. Its signature 'Plot' - a single tenanted property held in its own single-owner LLC/SPV - bundles underwriting, optional point-of-purchase financing, property management, tenant management, insurance, tax and accounting into a tradable unit, compressing a single-family-rental purchase from an industry-average 52 days to about 10 minutes.
Slice | Global Equity
Slice is an AI-native platform for managing employee equity across borders. It unifies cap tables, grants, exercises and reporting while automatically applying each country's tax rules and compliance requirements, helping finance, legal, HR and payroll teams issue equity to distributed teams without triggering local penalties. Founded in 2022 and backed by Insight Partners, Slice raised a $25M Series A in early 2026 and counts fast-growing tech companies such as Wiz, Aidoc, Silverfort and Wayve among its customers.