Docupace
Investing
Los Angeles, California

Overall Rank: 84
Category: Investing
Category Rank: 3

Awards:

  • Top Fintech Company of 2023
  • Top Fintech Company of 2022

Founded in 2002, Docupace is a technology company built for the financial services industry. The company is a leading digital operations technology provider that simplifies how wealth management firms process and digitize data while also increasin... Read More

FinTech Automation, LLC
Investing
Dallas, Texas

Overall Rank: 91
Category: Investing
Category Rank: 4

Awards:

  • Top Fintech Company of 2023
  • Top Fintech Company of 2022

FinTech Automation (FTA) is a Dallas, Texas-based financial technology company dedicated to building a fully digital financial experience with little to no code. The FTA UniFi Platform is the foundational component—or building blocks—to help i... Read More

Asset-Map
Investing
Philadelphia, Pennsylvania

Overall Rank: 94
Category: Investing
Category Rank: 5

Awards:

  • Top Fintech Company of 2023
  • Top Fintech Company of 2022

Asset-Map is a Software-as-a-Process experience for financial professionals who provide in-person and remote advice in the wealth management, investment, and insurance markets. Typically included as part of the financial planning engagement proces... Read More

Propel(x)
Investing
San Mateo, California

Overall Rank: 98
Category: Investing
Category Rank: 3

Awards:

  • Top Fintech Company of 2023
  • Top Fintech Company of 2022

Propel(x) is a digital alternative investment platform that enables accredited investors to invest in startups, venture capital funds, and hedge funds. Their customers range from individual accredited investors writing checks as small as $5,000 to... Read More