Matters

Glide is a Korean retirement-planning platform operated by Korea Retirement Pension Data Co. (founded November 2023, Seoul). It consolidates DC, IRP and pension-savings accounts across institutions, offers AI portfolio diagnostics and tax-aware withdrawal simulations, and provides the AI-based GLIDE FP tool for financial planners, targeting workers underserved by Korea's fragmented pension system.

Farther, founded in 2018 and based in California, USA, develops an AI assistant that supports financial advisors by automating administrative tasks such as compliance, marketing, and operations management.

Jump, based in Salt Lake City, builds an AI assistant for financial advisors covering meeting prep, notes, compliance documentation and CRM sync.

Marloo, founded in 2024 and based in London, UK and Auckland, New Zealand, provides AI-driven tools for financial advisors to automate note-taking, document generation, and client communications.

Flex (formerly Flexbase) is an AI-native private bank for mid-market high-net-worth business owners, unifying credit, banking, payments, insurance and ERP into one financial super-app; founded 2020 in Miami, now HQ in San Francisco.

Stash, founded in 2015 in New York, provides AI-driven financial advice and savings tools for everyday consumers. The platform has 1.3 million paid subscribers and manages $4.3 billion in assets.