Nevis is a New York-based startup building the first unified AI platform for wealth management. Founded in 2024 by three former Revolut leaders, it automates the back-office work that eats up to 80% of a financial advisor's day - meeting prep, client follow-ups, account opening and ongoing service - so advisors can spend their time with clients instead of paperwork. The company emerged from stealth in December 2025 with $40M in total funding from Sequoia, ICONIQ and Ribbit Capital, and already supports RIAs managing more than $50 billion in assets.
Raisin is a Berlin-based fintech that runs a pan-European and US savings and investment marketplace, letting retail customers shop competitive interest rates across hundreds of partner banks from a single account, while giving banks an on-demand channel to gather deposits. Beyond its consumer marketplace, Raisin licenses white-label 'savings-as-a-service' technology to financial institutions and offers ETF, pension and investment products. The company surpassed one million customers, turned profitable in 2022 after a decade of operation, and intermediates tens of billions of euros in deposits across more than 30 markets.
Fligoo is a forward-deployed AI engineering firm that embeds senior engineers inside large enterprises to ship production AI - models, agents, and data pipelines - across banking, wealth, insurance, retail, and telecom. Founded by Argentine engineers and headquartered in San Francisco, it built its name partnering with Broadridge on predictive analytics for wealth advisors.
Jacobi is a San Francisco-based fintech company that builds cloud-based portfolio design, analytics, and client engagement software for institutional investors — asset managers, wealth managers, pension funds, and investment consultants. Founded in 2014, its platform unifies investment data and automates analytics workflows across multi-asset portfolios, serving clients managing over $7 trillion in assets under management including T. Rowe Price, LGIM, MFS, and Principal.
JIFFY.ai is an enterprise AI platform purpose-built for financial services — combining no-code app development, intelligent document processing, RPA, and generative AI into a unified HyperApp architecture. Founded in 2018 by Babu Sivadasan (formerly of Envestnet and Stamps.com) and a team of co-founders, the company targets wealth managers, banks, broker-dealers, and RIAs looking to automate client onboarding, account servicing, advisor workflows, and compliance operations without writing a line of code. With $105M+ in total funding and marquee customers reducing onboarding costs by 30% and advisor service time by 50%, JIFFY.ai sits at the intersection of AI hype and real financial-services plumbing.
Marcos Martinez is the CTO and Co-Founder of Fligoo, a San Francisco-based AI company building intelligent recommendation and predictive analytics solutions for financial institutions. Born in Córdoba, Argentina, he co-founded Fligoo in 2012 after earlier stints in software development. Under his technical leadership, Fligoo evolved from a social-graph gift recommendation engine into a WealthTech platform serving major institutions including Mastercard, Broadridge Financial Solutions, and Wells Fargo. Fligoo was named to the WealthTech100 in 2024 and has raised over $17M in funding, including a Series A round in 2020.
Mark Gilbert is the Co-Founder & CEO of Zocks, a privacy-first AI platform that automates administrative work for financial advisors - capturing meeting notes, filling forms, and drafting client emails so advisors can reclaim 10+ hours weekly. Before founding Zocks, he held VP of Product Management at Twilio and CTO at Hearsay Systems. In January 2026, Zocks closed a $45M Series B co-led by Lightspeed Venture Partners and QED Investors, bringing total funding to $65M. The platform now serves 5,000+ financial firms.
Rahul Raj is Co-Founder and VP of Product Architecture at JIFFY.ai, an AI-powered no-code enterprise automation platform headquartered in Palo Alto, California. With a background spanning SAP Labs, IBM, and Option3.io, Rahul brings deep engineering and systems-architecture expertise to JIFFY.ai's mission of enabling financial services firms to build autonomous, AI-driven operations without writing a line of code. The company — launched at Stanford University — has raised over $105 million in total funding, including a $53 million Series B in March 2022, and serves Fortune Global 500 companies and Big 4 consulting firms worldwide.
Robertson Stephens Wealth Management is an independent, fiduciary registered investment adviser headquartered in San Francisco. Reborn in 2018 from the iconic dot-com-era investment bank, the firm now manages roughly $8 billion in assets for high-net-worth families and institutions across 13 states, blending personalized advisory with a modern digital client interface.
Zocks is a privacy-first AI assistant built specifically for financial advisors. It turns client conversations into structured intelligence - automating meeting notes, follow-up emails, intake forms, and CRM updates - without recording audio. Founded in 2022 and headquartered in San Francisco, Zocks is used by more than 5,000 advisory firms including Carson Group, Osaic, Commonwealth, and Hightower.
Subin Perumbidy is the co-founder and Head of Engineering at JIFFY.ai, a Palo Alto-based enterprise AI automation platform that raised $104M+ in funding. With over two decades building enterprise software across India and the US, he co-founded JIFFY.ai in 2018 alongside seven colleagues, many of whom were friends from college. The platform combines no-code development, intelligent document processing, RPA, and machine learning to help Fortune 500 companies in financial services, wealth management, and operations automate complex business processes without writing code.
Tony Mackenzie is the Co-Founder and CEO of Jacobi, a San Francisco-based investment technology platform he built after watching the world's largest institutional investors still manage portfolio processes in spreadsheets. Drawing on a PhD in Applied Mathematics and a career managing over $45 billion in assets at QIC, he co-founded Jacobi in 2014 to modernize multi-asset portfolio design, analytics, and client engagement. Today the platform serves clients including T. Rowe Price, Franklin Templeton, and LGIM, representing over $7 trillion in assets under management, and has raised $27.6 million in total funding.
Tandems is an AI-native wealth operating system for banks, RIAs, and insurance firms - the rebrand of robo-advisor pioneer SigFig. Its TandemsMeet, TandemsGrow, and TandemsInvest products automate the meeting prep, client outreach, onboarding, and portfolio work that consume roughly 90% of a financial advisor's day, with SOC 2 Type II controls and bank-level encryption baked in.
Ben Carlson is a CFA charterholder, Director of Institutional Asset Management at Ritholtz Wealth Management, and one of the most widely-read finance writers in the United States. Through his blog A Wealth of Common Sense, co-hosted podcast Animal Spirits, and six books, Carlson has built a reputation for translating Wall Street complexity into plain-English wisdom that ordinary investors can actually use - advocating for simplicity, patience, and behavioral discipline over market-timing and stock-picking.
Maximizer is one of the world's oldest CRM software companies, founded in 1987 in Vancouver, Canada — predating Salesforce by 12 years. It provides a powerful, customizable CRM platform targeting sales teams, SMBs, and financial services professionals including wealth managers, financial advisors, and insurance brokers. With 120,000+ customers and 1 million+ users over its 35+ year history, Maximizer offers cloud, on-premises, and hybrid deployments with a strong focus on data sovereignty (Canadian and UK data centers). In 2023, the original founder Mark Loveys re-acquired the company, signaling a renewed focus on its core identity as a CRM built for sales leaders. In 2024–2025, Maximizer launched a purpose-built Financial Services Edition and IQ Boost, a Canadian-built AI tool helping financial advisors navigate Canada's $1-trillion intergenerational wealth transfer.