RightCapital, founded in 2015, is a developer of financial planning software that advisors can use to simplify the financial planning experience for clients.

LifeYield is a maker of software that helps users reduce the taxes they pay on investments.

Smart Pension is building an advanced technology pension platform that makes auto-enrollment affordable, accessible, and sustainable for thousands of small business founders and advisers. The company's Adviser Platform has been designed for accountants, bookkeepers, payroll bureaus and payroll software providers, HR, independent financial advisers, and other advisers to manage a portfolio of clients through auto-enrollment. The company was founded in 2014 and is based in London, England.

ForUsAll offers a platform that enables employers to provide a modern 401(k) plan to employees with access to crypto, financial wellness benefits, and low fees. The platform provides features such as direct investment into a range of cryptocurrency tokens, automated plan administration, auto-reconciling payroll integration, tracking and enrolling of eligible employees, and actionable financial insights. The company was founded in 2012 and is based in San Carlos, California.

Xempus is a provider of corporate pension technology. Its Software-as-a-Service platform provides a shared service interface between pension product providers, insurance agents, companies, and employees to create new and manage existing pension policies. The company was formerly known as xbAV. It was founded in 2007 and is based in Munich, Germany.

Income Lab is a Denver-based retirement income planning and management platform that leverages data science and research to improve retirement income planning. The company was founded in 2018 and is based in Golden, Colorado.