Forge Global Acquisition, Valuation & Financials

Bravura Solutions Ltd is engaged in the development, licensing and maintenance of specialized administration and management software applications as well as the provision of professional consulting services. It has two operating segments: Wealth Management and Funds Administration. The company generates maximum revenue from the Wealth Management segment. Wealth Management segment platforms provide end-to-end processing to support all back-office functions relating to the daily management of superannuation, pensions, life insurance, investment, private wealth and portfolio administration. Geographically, it derives a majority of revenue from Australia and also has a presence in the UK, New Zealand, and Other Countries.

Profile Systems & Software SA is a software company developing solutions for the international financial sector, business sector and the public sector. Its products include Axia, IMSplus, FMS.next, FMS.next Payments, RiskAvert, Native Wealth Management Mobile App, GS Market Suite, Plexus, Registry and Nowen-net. The company offers services in the field of Investment Management, Banking, Risk and Compliance, Capital Markets and Marketplace Lending in Europe, Middle East Asia, America and Africa.

iFAST Corp Ltd is an investment holding company. It is engaged in the development of software, marketing of unit trusts, exchange-traded funds, listed stocks, debt securities, and Singapore government securities through websites and acting as an investment advisor, dealer, and custodian in the securities. The company operates through geographic segments are Singapore, Hong Kong, Malaysia, United Kingdom, and China. The Singapore region generates maximum revenue for the company. iFAST receives revenue in the form of commissions and fees.

Abaxx Technologies Inc is a financial technology company engaged in developing and deploying trust-enabling internet protocols. The company operates with two distinct lines of business: Abaxx Technologies and Abaxx Exchange. Abaxx Technologies develops software tools that enable commodity traders and finance professionals to communicate, trade, and transact faster and more securely. Abaxx is building Smarter Markets - markets empowered by financial technology and market infrastructure to address challenges, including the energy transition.

Praemium Ltd is a provider of portfolio administration, investment platforms, and financial planning tools to the wealth management industry. Its clients are predominantly firms that provide financial advice to investors, namely financial advisers, brokers, accountants, investment managers, banks, and other financial providers such as superannuation administrators.

Upvest is a Berlin-based fintech company, founded in 2017, that provides API-based investment infrastructure for banks and other fintechs. Its platform lets clients such as Revolut, N26, Santander's Openbank, and DKB offer brokerage services including fractional stock and ETF trading. Upvest processes more than 100 million investment orders a year and serves over 30 financial institutions across Europe.

Pontera is a New York-headquartered fintech platform enabling registered investment advisors and broker-dealers to manage held-away retirement accounts in 401(k)s and IRAs. Founded in 2012 as FeeX, it optimizes over $20 billion in assets for clients including MassMutual and Raymond James. The technology applies tax-efficient trading strategies, recovering over $1 billion in hidden fees for users across 100-plus financial institutions.

Vise is a New York-headquartered fintech company founded in 2016 automating investment management for financial advisors via AI. Its platform handles personalized portfolio construction, rebalancing, tax optimization, and client reporting, allowing advisors to prioritize relationship-building while serving clients with customized strategies across asset classes.

Leonteq AG is a Swiss fintech company with a marketplace for structured investment solutions. Based on proprietary modern technology, the company offers derivative investment products and services. Leonteq acts as both a direct issuer of its products and as a partner to other financial institutions. Leonteq further enables life insurance companies and banks to produce capital-efficient, unit-linked pension products with guarantees. The company has a presence in its home market of Switzerland and other parts of Europe, as well as an established footprint in Asia and other regions.

Albert is a U.S. fintech company, launched in 2016, that provides a mobile app combining automated savings, budgeting, investing, and access to human financial experts for personalized advice. Additional features include Instant, which offers paycheck advances, aimed at improving the financial wellness of middle-income Americans living paycheck to paycheck. The app has grown to millions of registered users, who have collectively saved hundreds of millions of dollars since its launch.

Moneyfarm is a digital wealth manager operating in the UK and Italy, offering managed ISA portfolios, pensions, and DIY investment accounts. Edinburgh-headquartered since 2012, it oversees £1.5 billion for 90,000 clients using BlackRock funds with strategic asset allocation. The platform features low fees at 0.25-0.75% and complies with FCA and CONSOB regulations. Moneyfarm provides tax wrappers like SIPPs and Junior ISAs, with tools for ESG-focused investing.

TIFIN is a holding company that builds and operates fintech firms focused on wealth management, investment advisory, and personal finance. Its portfolio includes TIFIN Invest, which delivers AI-driven model portfolios for financial advisors, TIFIN Wealth for client engagement platforms, and TIFIN Growth for lead generation tools. Headquartered in Austin, Texas, TIFIN partners with firms like BlackRock, WisdomTree, and Envestnet to enhance investor experiences through data analytics and machine learning. The company launched in 2020 with backing from Bain Capital Ventures and has expanded to serve over 100 wealth management organizations across the United States.

Syfe is a Singapore-headquartered digital wealth management platform licensed for fund management, advisory, and brokerage in Singapore, Hong Kong, and Australia. It offers managed ETF portfolios, cash management accounts, and self-directed trading through its neo-brokerage. Syfe provides risk-based investment strategies tracking MSCI World Index and Singapore Savings Bonds equivalents. The platform integrates with local banks for seamless transfers.

Finatext Holdings Ltd is engaged in providing cloud native infrastructure for wealthmanagement/insurance providers, and support data analysis development.

Farther is a New York-headquartered wealth management firm founded in 2019 that integrates financial advisors with proprietary technology platforms. It serves high-net-worth professionals through holistic services covering investments, tax strategies, and estate planning. Advisors leverage analytics tools for customized recommendations, backed by investments from Sequoia Capital and other prominent venture firms. Farther operates nationwide with a focus on efficiency and personalized elite experiences for complex financial needs.

Touzhijia.com is a Shanghai-based online wealth management platform offering P2P lending and investment services. Users access fixed-income products, insurance-linked plans, and private equity opportunities through its app and website. The platform emphasizes risk assessment tools and regulatory compliance to connect individual investors with borrowing enterprises across China.

PensionBee Group PLC is engaged in the provision of direct-to-consumer online pensions. The company helps its customers combine their old pension pots, make flexible contributions, invest in line with their goals and values, and make withdrawals after attaining a certain age. It offers a range of investment plans, including fossil fuel-free and impact investing options, from various asset managers. The firm generates a vast majority of its revenue in the form of fees it charges for fund administration. These fees are earned for administering the customer pension schemes and are charged based on a fixed percentage of the value of a customer’s assets held by the pension scheme. It operates in a single geographical location, the United Kingdom.