Alternatives to Edmond de Rothschild Group

A leading mutual life insurance company offering a wide range of financial security and investment solutions.

Technology platform for financial advisors to manage client relationships and operations.

A digital asset services firm providing market making, asset management, and options trading.

A diversified insurance and financial services company offering a wide range of products.

Blackstone's dedicated private equity business focused on investing in the global energy transition.

A tech-powered marketplace for private credit investing, connecting borrowers, investors, and underwriters.

A financial advice startup.

Tech-driven back office platform for private credit funds and securitizations in Brazil.

Next-generation operating system for wealth management.

Canadian financial services company offering insurance, wealth, and asset management solutions globally.

A financial services firm focused on wealth management that has rapidly grown through acquisitions and secured significant financing.

Alternative asset manager focused on the secondaries market.

AI-driven portfolio intelligence for institutional investors, offering solutions for portfolio optimization and risk management to asset and wealth managers and family offices.

AI-powered asset manager for the US senior hard money lending market, optimizing risk and performance.

An AI partner for financial advisers.

Financial planning and investment management platform for individuals and financial advisors.

Meeting scheduling and management

A financial services company providing a platform and services for independent financial advisors.

A reinsurance company backed by Prudential Financial and Warburg Pincus.

Financial advisor prospecting and lead generation tools.