Decade

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.

RockFi, founded in 2023 in Paris, provides private wealth management services combining human expertise with comprehensive real-time asset reporting and detailed analytics.

Founded in 2009 and headquartered in New York City, CAIS operates the leading alternative investment platform serving independent financial advisors. It manages the full lifecycle of alternative investments from pre-trade through post-trade, giving advisors access to funds, structured investments, and capital markets solutions. CAIS serves 2,500+ wealth management firms and 65,000+ financial advisors overseeing approximately $8.5 trillion in end-client assets.

Autonomous Technologies Group, founded in 2025 in New York, USA, builds an AI-driven wealth management advisor providing intelligent investment advisory and asset allocation services.

Founded in 2021 in New York, Savvy Wealth provides financial advisors with an AI-driven platform covering CRM, digital onboarding, and investment management, with over $700 million in client assets under management.

Arca is an AI-native wealth management platform founded by former Plaid Head of Product Rron Rexha, which emerged from stealth in 2024. It combines financial advisors with AI and manages over $1 billion in client assets.