Empowered Funds

Crystal Investment AdvisorsFinancial Services

66% match

Crystal Investment Advisors provides an alternative investment platform that enables financial advisors, wealth managers, and institutional clients to access, build, and manage private equity, private credit, and hedge fund portfolios. The platform handles the full lifecycle of alternative investments, including manager sourcing, due diligence, electronic subscriptions, portfolio analytics, and ongoing operational maintenance.

Strata Holdings LLCFinancial ServicesUnited States

62% match

STRATA Trust Company operates as a national custodian for alternative assets and non-exchange traded investments within self-directed IRAs. It serves individual investors and financial professionals by providing IRA administration, asset custody, and transaction support services.

AltruistFintechUnited States

64% matchAI 30/100 ▼Green 0/100

Altruist is a financial technology company that provides digital custodial, brokerage, portfolio management, and client-engagement infrastructure for registered investment advisors (RIAs). It serves independent financial advisors and their clients, with a focus on simplifying and lowering the cost of wealth management operations.

AllocateFintech

62% match

Allocate provides an infrastructure platform and operating system for private markets, serving wealth advisors and asset managers. The company offers solutions for portfolio management, reporting, custom fund and SPV infrastructure, and access to curated institutional-quality investment opportunities across venture capital, growth equity, buyout, and private credit.

KFin TechnologiesKFINTECH · FintechIndia

62% matchPublic

KFin Technologies provides technology-driven financial services, including mutual fund solutions, corporate registry, pension systems, and private wealth management. It serves asset managers, corporate issuers, and financial intermediaries globally through software-as-a-service (SaaS) platforms for transaction management, fund accounting, and investor servicing.

Advisor Managed Portfolios provides outsourced investment consulting and portfolio management services to independent financial advisors. The company offers tailored model portfolios, investment governance support, annuity allocation strategies, and white-labeled client communication content to help advisors scale their wealth management practices.