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ACC Group AG is a Zurich, Switzerland-headquartered fintech company that uses proprietary AI/ML models to deliver asset and wealth management solutions for private clients, corporates and institutional investors such as pension funds, banks, asset managers and family offices. Its flagship ACC-Artemis® digital wealth platform automates portfolio allocation, risk management and ESG-integrated investing. The business traces back to AI financial-market-analysis work begun in 2019 in Ulm, Germany as ACC Trading GmbH, and was incorporated as a Swiss AG in Zurich in June 2025; it has offices in Ulm, Zurich, Dubai, Singapore, Hong Kong, New York and Bangkok.

Sherpas, founded in 2022 in Kansas City, Missouri, uses an AI operating layer to automate financial diagnostics, investment analysis, and data extraction for wealth management.

fundcraft is a Luxembourg (Bertrange)-based fintech founded in 2021 by Julien De Mayer and Olga Porro, providing digital fund operations infrastructure for alternative investment funds. Its platform consolidates fund accounting, transfer agency, compliance, corporate secretarial and portfolio management functions onto a single data layer for private equity, venture capital and fund-of-funds managers. The company operates across Luxembourg, France, the US and Spain, holds an AMF license in France, and currently supports nearly 300 funds and over 20,000 LP subscriptions.

Tetrix, founded in 2023 in New York, uses AI to collect and structure private market fund data from PDFs, emails, and legacy systems, helping institutional investors analyze portfolios, assess risk, and identify investment opportunities.

Mosaic, founded in 2020 in New York, USA, automates deal modeling and analysis for investors and advisors using rules-based computation and AI-powered data ingestion.

Boosted.ai, founded in 2016 in Toronto, uses AI to help investment managers with portfolio construction, asset allocation, risk management, and security selection.