Stockperks is a company that focuses on retail shareholder engagement within the financial services sector. It offers an app that provides retail shareholders with perks and discounts as a reward for their investment loyalty. The platform facilitates communication between companies and their retail investors, including shareholder information and new product announcements. It was founded in 2019 and is based in New York, New York.

Stockpile is a financial technology company that provides investment education and stock market access. The company offers services for individuals, including children, to learn about investing through fractional shares and provides tools for saving and spending. Stockpile's clientele includes families aiming to teach their children about finance and save for college through its offerings. It was founded in 2010 and is based in Glendale, California.

Limitless is a fintech company that specializes in automated financial wellbeing solutions. The company offers a white-labeled mobile app that facilitates automated micro-investments and savings, providing users with a simple interface for financial management and goal-based saving. Limitless primarily serves the financial sector, offering solutions to banks, insurers, and asset managers to engage and retain their millennial customer base. It was founded in 2016 and is based in Cambridge, United Kingdom.

Acorns focuses on microinvesting in the financial services industry. It offers services that allow customers to invest spare change from everyday purchases into a diversified portfolio of index funds. It primarily sells to individuals looking to start investing in small amounts. The company was founded in 2012 and is based in Irvine, California.

Flahmingo is an investment platform that focuses on commission-free fractional trading in the financial services sector. The company offers a Pies and Slices investment model, allowing users to create diversified portfolios with a minimum investment of $1 USD, and provides educational resources for informed investment decisions. Flahmingo serves individual investors who manage self-directed Tax-Free Savings Accounts (TFSAs) and invest in U.S. listed securities. It was founded in 2020 and is based in Calgary, Alberta.

DriveWealth operates as a financial technology platform providing Brokerage-as-a-Service within the financial services industry. The company offers an application programming interface that allows partners to create and manage investment workflows, including traditional trading and options for fractional share ownership. DriveWealth serves banks, broker-dealers, asset managers, digital wallets, and consumer brands. It was founded in 2012 and is based in New York, New York.