Prepared for Jordan R. | Delivered September 10, 2019
Investment Management Platforms
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To understand the business models of 10-20 current investment management platforms such as Carta, Angel.co, Captable, Wealthfront, Pitchbook, Appfolio, Angelloop, and SeedInvest for purposes of developing a new investor platform.
Preliminary research shows that there are many investment management platforms, so the eight platforms mentioned (Carta, AngelList, Captable, Wealthfront, Pitchbook, Appfolio, Angelloop, and SeedInvest) and the top
according to Capterra reviews have been entered into the
for a competitive landscape.
PackHedge by FinLab
Windham Portfolio Advisor
ReconAdvantage by PortfolioShop
Asset Manager by SimCorp
Your research manager recommends working with a
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