InvestOps USA 2026
March 09 - 11, 2026
JW Marriott Grande Lakes, Orlando
Sponsors
Interested in joining this list of Sponsors?
Accelex
Website: https://www.accelextech.com/
From acquisition to analytics, Accelex technology disrupts the alternative investment industry by transforming unstructured content into actionable investment data to drive superior operational and investment outcomes. The Accelex AI platform delivers document acquisition, dynamic data extraction and portfolio analysis in one integrated system to enable operations and investment teams. Accelex... Read More
AccessFintech
Website: www.accessfintech.com
AccessFintech’ Synergy is a collaboration network enabled through shared data, providing optimization, scale and multilization of risk. Multi party data is continuously enriched and segregated for maximum security, allowing for smarter electronic decision making and optimization of resources. Synergy is a network of leading financial institutions which allows resolution and... Read More
Alkymi
Website: https://www.alkymi.io
Alkymi is the end-to-end solution for managing your private markets data processing. As the first technology service to offer both machine learning and safe and secure large language models inside financial document workflows, Alkymi is changing how private markets firms access their data—empowering them to service more clients, quickly pivot... Read More
Allvue
Website: https://www.allvuesystems.com
Arcesium
Website: https://www.arcesium.com/
Arcesium is a global financial technology company delivering pre- and post-investment and enterprise data management solutions to some of the world’s most sophisticated financial institutions, including private market firms, hedge funds, and institutional asset managers. Expertly designed to achieve a synchronized golden source of data throughout a client’s ecosystem, Arcesium’s... Read More
AutoRek
Website: www.autorek.com
AutoRek is a leading provider of automated reconciliation software. We’ve been revolutionizing finance operations and controls for the global financial sector since 1994. Our solutions are purpose-built to reduce operating costs, achieve regulatory compliance and help firms get in control of their data. AutoRek is the go-to end-to-end automated reconciliation... Read More
BlackRock
Website: https://www.blackrock.com/aladdin
BlackRock's Aladdin is a tech platform that unifies the investment management process by providing a common data language within an organization to enable scale, provide insights, and support business transformation. As a strategic partner to institutional investors including asset managers, pension funds, insurers, and corporate treasurers, Aladdin combines sophisticated risk... Read More
BNP Paribas
Website: https://securities.cib.bnpparibas
BNP Paribas’ Securities Services business is a leading global custodian providing multi-asset post-trade and asset servicing solutions to buy-side and sell-side market participants, corporates and issuers. As a pillar of BNP Paribas’ diversified banking model, Securities Services provides asset servicing solutions that are closely integrated with the first-class services of... Read More
BNY
Website: www.bny.com
BNY is a global financial services company that helps make money work for the world – managing it, moving it and keeping it safe. For 240 years we BNY is a global financial services company that helps make money work for the world — managing it, moving it and keeping... Read More
Broadridge
Website: https://www.broadridge.com/financial-services/asset-management/
Broadridge Financial Solutions (NYSE: BR), is a global technology leader with the trusted expertise and transformative technology to help clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences. Our... Read More
Brown Brothers Harriman
Website: www.bbh.com
Brown Brothers Harriman (BBH) is a privately owned and managed financial services firm. We serve the most sophisticated individuals and institutions with expertise in Private Banking, Investment Management, and Investor Services. Without the distraction of third-party shareholders, our interests are wholly aligned with those of our clients, and have been... Read More
Castle Peak Associates
Website: https://castlepeakassociates.com
Castle Peak Associates helps institutional asset managers transform their business. From strategy and solution architecture to system selection, implementation, business process re-engineering and integration. Castle Peak has expertise with trade order management systems, investment accounting, data management, compliance, performance and attribution, financial and regulatory reporting, analytics and business intelligence. Our... Read More
CIBC Mellon
Website: https://www.cibcmellon.com
CIBC Mellon is a Canadian company exclusively focused on the investment servicing needs of Canadian institutional investors and international institutional investors into Canada. As at December 31, 2024, CIBC Mellon had more than C$3 trillion of assets under administration on behalf of banks, pension funds, investment funds, corporations, governments, insurance... Read More
Citisoft
Website: http://www.citisoft.com
Citisoft is a global consulting firm dedicated to enabling change in the investment management industry. Our consultants are industry experts who have delivered transformative initiatives for global asset managers, asset owners, insurers, and asset servicers. We are the most experienced consultancy in the industry, offering unmatched domain expertise and leading-edge... Read More
Clearwater Analytics
Website: https://clearwater-analytics.com
Clearwater Analytics (NYSE: CWAN), a global, industry-leading SaaS solution, automates the entire investment lifecycle. With a single instance, multi-tenant architecture, Clearwater offers award-winning investment portfolio planning, performance reporting, data aggregation, reconciliation, accounting, compliance, risk, and order management. Each day, leading insurers, asset managers, corporations, and governments use Clearwater’s trusted data... Read More
Confluence
Website: https://www.confluence.com/
Confluence is a global leader in enterprise data and software solutions for regulatory, analytics, and investor communications. Our best-of-breed solutions make it easy and fast to create, share, and operationalize mission-critical reporting and actionable insights essential to the investment management industry. Trusted for over 30 years by the largest asset... Read More
Davies Group
Website: https://davies-group.com/consulting/
We are the global consulting division of Davies, accelerating business, technology, and people performance across financial services, including Asset and Wealth Management, Banking, Insurance, and other highly regulated industries. We advise and partner with firms to provide bespoke advisory, delivery, managed services, and interim resourcing. We help build and implement... Read More
Deloitte
Website: https://www2.deloitte.com/us/en/pages/financial-services/topics/investment-management.html?icid=top_investment-management
Deloitte is an industry leader in providing audit, tax, and a broad range of advisory and consulting services to investment management firms. We are committed to being a leading professional services organization serving the investment management industry which is demonstrated through a blend of trust, innovation, and extensive multidisciplinary capabilities.... Read More
Deutsche Bank
Website: https://www.db.com/index?language_id=1&kid=sl.redirect-en.shortcut
Deutsche Bank provides retail and private banking, corporate and transaction banking, lending, asset and wealth management products and services as well as focused investment banking to private individuals, small and medium-sized companies, corporations, governments and institutional investors. Deutsche Bank is the leading bank in Germany with strong European roots and... Read More
DTCC
Website: https://www.dtcc.com
With over 45 years of experience, DTCC is the premier post-trade market infrastructure for the global financial services industry. From 21 locations around the world, DTCC, through its subsidiaries, automates, centralizes and standardizes the processing of financial transactions, mitigating risk, increasing transparency and driving efficiency for thousands of broker/dealers, custodian... Read More
Duco
Website: www.du.co
Duco, a leading data automation company, is helping businesses to unleash their potential by removing the friction around data. Duco’s cloud-based, no-code platform brings the processing of mission-critical data to business users with governance and control, giving firms the tools they need to increase business agility, reduce risk, stay compliant... Read More
eClerx
Website: https://eclerx.com
eClerx is a productized services company, bringing together people, technology and domain expertise to amplify business results. Read More
Ernst & Young
Website: https://www.ey.com/en_us/industries/wealth-asset-management
How EY’s Global Wealth & Asset Management Sector can help your business In our wealth and asset management work today, not everything is innovation; a lot of it is evolution. And it’s important to know the difference. FinTech disruptors continue to shift the rules, newer investors aren’t flocking to older... Read More
FactSet
Website: https://www.factset.com
FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 218,000 individual users. Clients across the buy-side and sell-side as well as wealth... Read More
Finbourne Technology
Website: http://www.finbourne.com
FINBOURNE Technology has created an interconnected network of functionality and data that helps its clients deliver what their clients need in a constantly changing world. It is a market leading provider of investment management solutions and a best-in-class cloud native data management platform to the global financial services industry. We... Read More
FRT
Website: https://frtservices.com
Founded in 2008, Financial Recovery Technologies (FRT) is a leading technology-based services firm that helps the investment community identify eligibility, file claims and collect funds made available in securities class action settlements. Offering the most comprehensive range of claim filing and monitoring services available, we provide best-in-class eligibility analysis, disbursement... Read More
FundGuard
Website: www.fundguard.com
FundGuard is a next-generation SaaS platform for investment management and administration that is powered by AI. FundGuard helps asset managers and fund administrators to manage mutual funds, ETFs, hedge funds, insurance products, and pension funds, supporting digital transformation, operations automation, AI-based insights, resiliency, and migration to the cloud. Read More
FundRecs
Website: https://www.fundrecs.com/
Fund Recs develops cloud-based reconciliation software for the global Funds Industry, replacing outdated enterprise software with Software-as-a-Service (SaaS). The Fund Recs software simplifies complex reconciliation and data transformation in the funds industry reducing the time to complete reconciliations by up to 90%. Fund Recs mission is to automate and improve... Read More
GoldenSource
Website: https://www.thegoldensource.com/
GoldenSource solves financial services’ toughest data challenges. We are the leader in cloud-based data management excellence, ensuring tools used in data engineering, decision support, and traditional EDM and MDM always have the best data available to them, to accelerate business and reduce costs. Firms recommend GoldenSource to quickly onboard and... Read More
Grandview Analytics
Website: https://grandviewanalytics.com/
Grandview Analytics is a professional services company exclusively serving the financial industry. Our professional services include data strategy, technology implementation, systems integration, and strategic consulting services. Our services drive integrated technologies, accurate and timely data, and enhanced decision-making capabilities as well as improved business processes and automated workflows. Our seasoned... Read More
Gresham
Website: https://www.greshamtech.com/
Gresham is a global leader in enterprise data automation solutions for the financial services industry. Leveraging innovative modern technology and deep industry expertise we make the complex simple, enabling firms to streamline their processes, manage risk, reduce costs, and ensure compliance. As a trusted partner to the world’s leading financial... Read More
J.P. Morgan
Website: https://www.jpmorgan.com/securities-services
J.P. Morgan Securities Services provides comprehensive solutions spanning the full investment cycle to help institutional investors succeed now and in the future. Our world-class suite of services includes custody, fund accounting and administration, middle office services, foreign exchange, liquidity management, securities financing, collateral management, data solutions and regulatory insights. J.P.... Read More
JPSB Group
Website: https://jpsbgroup.com/
JPSB Group provides buy-side financial institutions with technology transformation expertise and post-production support. We are a globally trusted and outcome driven technology partner with senior professionals covering front-to-back activities and specializing in system integration and implementation services. Our focus is on vendor platforms, and we are one of only three... Read More
Kurtosys
Website: https://www.kurtosys.com
Kurtosys is a secure cloud-based platform designed to help investment managers deliver investment data & insight to clients worldwide. Our set of easy-to-use tools seamlessly deliver accurate automated reporting, best-in-class digital fund tools and secure client portals. Trusted by the world’s largest and leading investment brands, Kurtosys has a team... Read More
Linedata
Website: https://www.linedata.com/
Linedata: Simplify. Modernize. Transform. At Linedata, we empower 350+ buy-side clients with flexible, modern software and expert services that transform the investment lifecycle. Our technology and services help wealth managers, alternative investors, fund administrators, and asset managers scale efficiently and adapt to evolving market demands.From front office to back office,... Read More
London Stock Exchange Group
Website: https://www.lseg.com/en/data-analytics
LSEG is a leading global financial markets infrastructure and data provider that operates connected businesses to serve customers across the entire financial markets value chain. With capabilities in data, indices and analytics, capital formation, trade execution, clearing and risk management, we operate at the heart of the world’s financial ecosystem... Read More
Meradia
Website: https://meradia.com/
Meradia is a leader in operations and technology consulting for the global investment management industry. Since 1997, we have provided strategic advisory and implementation services that transform operational processes, performance, analytics, and reporting. Our consultants leverage decades of experience in investment performance measurement, front-to-back office operations, and technical platforms to... Read More
NeoXam
Website: https://www.neoxam.com/
NeoXam is a leading financial software company, delivering solutions and services for 150+ customers in 25 countries worldwide. NeoXam is committed to its clients’ success: we deliver reliable and scalable solutions, processing more than $15 trillion worth of assets per day and serving over 10,000 users. Through its combined talents... Read More
Preyer US Corp.
Website: https://www.preyer.de/
Connecting Business with IT – employing both our deep business and IT expertise we help to define a Target Operating Model and IT architecture that precisely fit your requirements, from concept to successful implementation and support of the constituent parts. Read More
PwC
Website: https://www.pwc.com
PwC, a global leader in Asset and Wealth Management professional services, combines cutting-edge technology, expert talent, and actionable insights to drive transformative outcomes. Trusted to deliver value at scale, we help organizations solve complex challenges, advance innovation, and expand capabilities through collaboration—all while building trust and sustained success worldwide. Read More
RBC Investor Services
Website: https://www.rbcis.com/en/home.page
RBC Investor Services (RBCIS) delivers asset servicing solutions to Canadian asset managers and asset owners, investment counsellors and other financial institutions. Part of Royal Bank of Canada, Canada’s largest bank and one of the top 15 banks globally (1), our focus is on safeguarding the assets of our clients and... Read More
Ridgeline
Website: https://www.ridgelineapps.com/
Ridgeline is the industry cloud platform for modern investment management with intelligence at the core. Purpose-built in the cloud, our technology addresses the unique challenges of an industry in need of new thinking. Ridgeline's single, AI-enabled platform brings together core functions like portfolio accounting, trade order management, reporting, and compliance... Read More
S&P Global Market Intelligence
At S&P Global Market Intelligence, we understand the importance of accurate, deep and insightful information. We integrate financial and industry data, research and news into tools that help track performance, generate alpha, identify investment ideas, perform valuations and assess credit risk. Investment professionals, government agencies, corporations and universities around the... Read More
Saphyre
Website: www.saphyre.com
Saragossa
Website: https://saragossa.co.uk/
Saragossa specializes in driving technology projects and transformation for global investment firms and their portfolio companies. With a focus on Investment Systems, Data, and Change, our decade-long expertise has cultivated an unparalleled community of subject matter experts and partners.Our core services include; executive search, utilizing innovative strategies to penetrate both... Read More
SimCorp
Website: www.simcorp.com
SimCorp is a provider of industry-leading integrated investment management solutions for the global buy side. Founded in 1971, with more than 2,800 employees across five continents, we are a truly global technology leader who empowers 40 of the world’s top 100 financial companies through our integrated platform, services, and partner... Read More
SmartStream
Website: https://www.smartstream-stp.com/
SmartStream is a recognised leader in financial transaction management solutions that enable firms to improve operational control, reduce costs, build new revenue streams, mitigate risk and comply accurately with the regulators. By helping its customers through their transformative digital strategies, SmartStream provides a range of solutions for the transaction lifecycle... Read More
Snowflake
Website: http://www.snowflake.com
You can use the same logo and this boilerplate: Snowflake makes enterprise AI easy, efficient and trusted. Thousands of companies around the globe, including hundreds of the world’s largest, use Snowflake’s AI Data Cloud to share data, build applications, and power their business with AI. The era of enterprise AI... Read More
State Street
Website: www.StateStreet.com
This is State Street We’re at the heart of financial services. And our clients are at the heart of everything we do. We develop solutions to meet their challenges, We recruit the best. We build partnerships and invest in innovation to help them seize new opportunities. Whether we’re helping investment... Read More
Strata FSC
Website: https://stratafsc.com/
Strata is a delivery-focused consultancy specialising in Aladdin, eFront and Data & Analytics. We are industry practitioners who bring end-to-end strategic advisory and hands-on delivery capabilities to our clients, spanning Wealth and Asset Managers, Asset Owners and Asset Servicers. Our team draws expertise from involvement in the majority of all... Read More
Swift
Website: https://www.swift.com/
We’re the global specialist in financial transactions – the way the world moves value across borders, through cities and over seas. We keep funds flowing, supply chains moving and the world's economies turning. No other organisation can address the scale, precision and trust that this demands. We're unique too: a... Read More
TorreBlanc
Website: https://www.torreblanc.com
"Founded in 2017, TorreBlanc was established as an operations and technology consultancy to empower investment and wealth managers to deliver on their mission to their clients. We provide advisory and execution services that drive transformation initiatives to optimize operational efficiencies, expand product capabilities, and streamline technologies. We are headquartered in... Read More
TRG Screen
Website: https://www.trgscreen.com/
TRG Screen is the leading provider of market data and subscription management technology and expert insights for financial services and legal firms worldwide. Our unique combination of advanced technology and expert insights gives businesses complete clarity and control over market data, reference data and online research usage and costs at... Read More
Ultimus Fund Solutions
Website: https://www.ultimusfundsolutions.com/
Ultimus Fund Solutions is the leading independent provider of tech-enabled full-service fund administration, accounting, and investor servicing solutions that supports the launching and servicing of funds along with offering outsourced middle office services for buy-side investment managers. As the largest independent administrator servicing 450+ investment management firms, Ultimus functions as... Read More
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