Raise Financial Services Revenue, Valuation, Funding & Investors

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.

Numbrs is a Zurich-headquartered fintech aggregator connecting users to over 400 European banks for consolidated account management and personal finance tracking. Established in 2015, it offers budgeting tools, spending analytics, and a marketplace for insurance, loans, and investments from providers like Credit Suisse and UBS without holding deposits itself. Employing more than 100 staff, the app processes millions of transactions monthly across Switzerland, Germany, and Austria.

Wealthfront Corp is a technology company that built a financial solutions platform for digital natives. Its platform is designed to address the needs of the wealth builders within these generations.

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.

Icon is a Denver-based retirement technology provider offering Portable Retirement Plans that integrate with payroll systems for small businesses nationwide. The platform automates 401(k) administration, compliance reporting, and participant onboarding via APIs compatible with Gusto and ADP. Its PRP model allows account portability across employers, serving over 1,000 companies with features like auto-escalation and financial wellness tools.

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.

Shenzhen Fortune Trend Technology Co Ltd is engaged in research and development of securities analysis systems and computer communication systems. It provides securities investment analysis system for securities institutions and investors under the brand Tongdaxin. Tongdaxin's well-known online trading products are: China Merchants Securities Zhiyuan One Account, Guoxin Securities Golden Sun Edition, CITIC Securities Zhixin All-rounder, GF Securities Financial Terminal, Galaxy Securities Neptune, Guotai Junan Securities Fuyi, among others.

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.

Topicus com Inc is engaged in the development, installation, and customization of vertical market software and the provision of related professional services and support for customers across several diverse markets, mainly in Europe. Its revenue consists mainly of software license fees, maintenance and other recurring fees, professional service fees, and hardware sales. Geographically, the company generates maximum revenue from its business in the Netherlands, and the rest from other markets.

Paper is a New York-based edtech platform connecting K-12 students with live tutors for math, science, and English. Certified educators provide on-demand video sessions and feedback on homework via its app, serving over 100 school districts including New York City public schools. Founded in 2014, it partners with Khan Academy for supplemental resources and offers college counseling modules.

LEAD School is a Mumbai-based EdTech provider transforming affordable K-12 private schools in India through its integrated technology platform. The system digitizes curriculum delivery, teacher training, and assessments for over 3,000 partner schools serving 400,000 students from low and middle-income families. LEAD supplies textbooks, digital content, and vendor-sourced resources while tracking learning outcomes via AI-driven analytics. Founded in 2012, the company operates primarily in Maharashtra and expands to 10 Indian states.

Panorama Education is a Boston-based edtech company providing survey and analytics platforms for K-12 districts. Founded in 2012, it serves 1,500 U.S. school systems including Los Angeles Unified, collecting feedback from 20 million students and staff yearly. The SaaS tool analyzes climate, SEL, and teacher practice data, integrating with SIS like PowerSchool for actionable insights on equity and growth.

Vitec Software Group AB is a software company in Vertical Market Software in the Nordic region. The company provides software for the pharmacy market, automotive and machine industry, banks and insurance companies, healthcare companies, real estate agents, and the education sector. Its segments comprise Auto, Energy, Real Estate, Finance and insurance, Environment, Estate Agents, and Education and health.

GoGuardian is a Chromebook management platform equipping educators with tools to safeguard students online and optimize device usage in classrooms. Deployed in over 25 million devices across U.S. school districts, it filters harmful content, blocks distractions, and provides real-time insights into student activity. Analytics dashboards track engagement patterns, while administrative controls enforce policies during lessons, supporting personalized instruction in K-12 environments from its San Diego headquarters.

Mesh is a Boston-based messaging platform designed for higher education institutions. Dubbed Slack for campuses, it fosters student-faculty-staff collaboration through channels, direct messages, and event integrations with Canvas and Blackboard. Adopted by 100 colleges including Northeastern University, Mesh supports 500,000 users with file sharing and polling features. Launched in 2019, the company emphasizes data privacy under FERPA standards.

Open Financial Technologies is a Singapore-headquartered neobanking platform for SMEs across Asia, streamlining banking, payments, accounting, and expense management in one interface. It serves over 1 million businesses with tools to unify financial operations, allowing focus on growth. Backed by investors including Tiger Global, Speedinvest, Beenext, and 3one4 Capital, the company employs more than 250 fintech specialists. Launched in 2018, Open expands in markets like India and Southeast Asia with integrated services for small enterprises.

Omnio is a fintech provider of white-label banking and payment platforms headquartered in London. Formed in 2018 through the merger of PCT and Tuxedo Money Solutions, it delivers cloud-based services including digital wallets, card issuing, and account management to businesses in Europe, Australia, North America, and Africa. The company supports enterprises and governments with compliant financial products such as remittances and lending solutions.