Kingsview PartnersListed
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Kingsview Partners is an independent fiduciary advisory firm that provides comprehensive financial solutions, including investment management, retirement planning, estate planning…
Portfolio
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Kingsview Partners is an independent fiduciary advisory firm that provides comprehensive financial solutions, including investment management, retirement planning, estate planning…
Cor offers Obi, a voice AI agent designed to enhance customer onboarding and activation processes, making them more efficient and engaging.
Carbon Underwriting combines underwriting expertise with innovative technology to deliver tailored capacity solutions for delegated partners, empowering brokers, coverholders, and…
Valitana provides robust analytics and portfolio management software specifically designed for CLO, CMBS, and structured credit investments, enabling investment professionals to m…
Paddle is a Merchant of Record platform that provides a complete solution for digital product businesses, managing payments, tax compliance, billing, and subscriptions across 300+…
WePay is a payments company for platform businesses like marketplaces, crowdfunding sites & small business software. They process billions annually for platforms like Constant Con…
Globant is a digitally native technology services company that helps organizations thrive in a digital and AI-powered future.
ID.me is a next-generation digital identity wallet that simplifies how individuals securely prove their identity online. The platform enables users to access government and commer…
EBANX is a leading technology platform connecting global businesses to the world’s fastest-growing digital markets, facilitating cross-border payments and offering a wide range of…
Enfusion provides a unified front-to-back investment management platform that streamlines portfolio management, trading, and execution for hedge funds and asset managers. It integ…
InvestCloud is a digital wealth management and financial technology company that focuses on breakthrough technologies, enhanced intelligence, and inspired experiences for wealth p…
ReliaQuest is a cybersecurity firm known for its Agentic AI platform, GreyMatter, which automates threat detection and response. It focuses on making security operations more effi…
Riskalyze is a financial technology company that provides software as a service to financial advisors in the United States. The platform offers tools for analyzing investment risk…
Edelman Financial Engines provides comprehensive wealth management services including financial planning, investment management, retirement planning, tax planning, insurance guida…
ButterflyMX provides video intercoms and access control systems for various property types including multifamily, commercial, and gated communities.
Vagaro is the leading all-in-one software for businesses in beauty, wellness, fitness, and service-based industries. With over 100,000 businesses relying on Vagaro every day, we h…
JustPark is a parking app that helps drivers find, book, and pay for parking spaces quickly and easily, offering a data-driven platform for businesses to manage parking spaces.
Kore.ai provides agentic AI applications and solutions designed to transform enterprise operations across various industries, including banking, healthcare, retail, IT, HR, and re…
BillingPlatform is the monetization engine purpose-built for every (AI, subscription, usage, etc.) economy — usage-to-cash at any scale. We give businesses the financial infrastru…
Agiloft provides a contract management software platform that helps businesses streamline their contract processes and improve compliance.
Ottimate is an AI-powered accounts payable (AP) automation platform that streamlines the entire AP process, from invoice coding to payment. It helps finance teams improve efficien…
Docupace is a digital operations technology provider for financial services, offering cloud-based solutions to automate and streamline operations. The company focuses on digitizin…
Align is a premier provider of technology infrastructure solutions specifically designed for the data center industry, offering professional services and managed IT solutions, inc…
CardConnect is a payments partner of Fiserv, focused on powering possibilities for partners through the integration of secure payment processing and exceptional support.
LoanPro is a composable lending and credit platform built on API-first infrastructure and AI-ready technology, designed to empower financial institutions and lenders with innovati…
Embroker is a technology-driven platform that offers business insurance solutions tailored to the needs of modern businesses, leveraging technology and expertise to simplify the i…