25 companies

Showing 1–24 of 25 companies

AppFolio

AppFolio provides cloud-based property management software and a Performance Platform for real estate owners, operators and investors.

1 open job

Mackenzie Investments

Mackenzie Investments is a Canadian investment management firm founded in 1967, providing investment advisory and related services to over one million retail and institutional clients.

Fundment

Fundment provides financial advisers with technology and services covering account opening, transfers, investment management, digital drawdown and custom indexing.

Fidelity Investments

Fidelity Investments, founded in 1946 and headquartered in Boston, provides investment management, retirement planning and brokerage services to individual, employer and institutional clients worldwide.

AssetMark

AssetMark is a US wealth management platform providing technology, investment solutions and business consulting to more than 10,000 independent financial advisors.

SimCorp

SimCorp provides integrated front-to-back investment management platforms, including its IBOR and Axioma risk tools, to asset managers, banks, pension funds and other buy-side institutions.

moomoo

moomoo is a global investment and trading platform founded in 2018, offering charting, Level 2 market data, AI insights and education to over 28 million users across seven markets.

Squarepoint Capital

Squarepoint Capital is a privately held global quantitative investment management firm using a systematic approach and proprietary technology linking research and trading.

Landytech

Landytech builds Sesame, an AI-powered investment management platform that aggregates, classifies and reports across asset classes for wealth and asset managers.

AGF Management Limited

Canadian independent asset management firm, founded in 1957, running public and private market strategies through AGF Investments, AGF Capital Partners and AGF Private Wealth.

Copia Wealth Studios

Copia Wealth Studios builds an AI-based financial intelligence platform that aggregates and analyses investment data for family offices, wealth managers and RIAs.

iCapital

iCapital, founded in 2013, is a fintech firm running a platform that automates alternative investing in private markets, with 1,750+ staff across 16 offices worldwide.

NorthMark Strategies LLC

NorthMark Strategies is an investment firm providing strategic advice, asset management, and value-added services to private companies worldwide, with a focus on HPC, AI, and advanced simulations.

Equi

Equi is a San Francisco-based SEC-registered investment advisor and digital family office offering multi-strategy alternative investment funds and white-label fund of funds via a tech-driven multi-manager platform.

State of Wisconsin Investment Board

A public asset manager investing more than $178 billion for the fully-funded Wisconsin Retirement System and other funds, serving over 703,000 beneficiaries from Madison, Wisconsin.

Anduin Transactions

Anduin Transactions builds digital infrastructure for private market transactions, providing investor onboarding and fundraising workflows for venture capital, private equity and hedge funds.

DiligenceVault

DiligenceVault builds a two-sided global fund diligence platform for the investment management industry, using AI-powered automation to streamline due diligence for investors and asset managers.

Yieldstreet

Yieldstreet (Willow Wealth), founded 2014, is an online private markets platform curating alternative investments in real estate, venture capital, private equity and art for everyday investors.

Thndr

Thndr is a mobile-first digital investment platform offering commission-free trading in stocks, mutual funds and gold to more than 4 million users across the MENA region.

Chip

Chip is a UK wealth app combining savings, investment funds and stocks & shares ISAs in one place, with automated saving tools and over £6bn in assets under management.

Capitect

Capitect, founded in 2015, builds an open-architecture SaaS platform giving independent RIAs portfolio management, performance reporting, billing and rebalancing tools.

Zoe Financial

Zoe Financial is a fintech wealth management platform connecting individuals with vetted fiduciary advisors, backed by automated investing and tax optimization technology.

Invesco

Invesco is a global investment management firm founded in 1935, managing over $1.44 trillion in assets across 26 countries through ETFs, institutional portfolios and quantitative research.

JAM Software

German software firm in Trier developing tools for IT professionals and users: disk space management (TreeSize), mail server and security, banking and developer components, with 200,000+ customers.